Eddy Lazzarin

speaker

1,922 appearances 5 recordings 1 series first heard Sep 2025 last heard 5d ago

Eddy Lazzarin’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 4 in all, peaking in Sep 2026 with 1.

Appearances

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The a16z Show · a16z's State of Crypto: The $4 Trillion Milestone and What's Next' · 9 Nov 2025 podcast

Basically.

At the limit, my belief is that the number of active addresses and transactions uh should converge with the capacity of the system, not only with w real use.

It's hard to predict.

I'm more willing to bet that the number of monthly active users will go up in a more consistent way.

cuts.

One is that I don't know that it's the case that the Bitcoin store of value story has caught on.

As much as I'd say that the need for a store of value has increased.

Right.

I like that distinction.

That's Yeah.

I think that that is already a well it's like a well-accepted story about Bitcoin.

But the reason I say that, like the the the data point to look at, which uh we do have a comparison with assets including gold in in the report, if you look at the trend, gold has had a spectacular last two years.

Like really.

That I think is an indicator of the same phenomenon.

The easiest way to think about it is that now, you know, there's gold and there's digital gold.

There's trad gold and there's new gold, right?

And Bitcoin has really owned that.

And I think it has found a really comfortable sweet spot as this kind of digital gold at a time when people really want gold and evidently through probably the same

motivation, the same impetus, they want Bitcoin.

Another big theme for Bitcoin, which is emerging and interesting, is that there have been a number of attempts to technologize Bitcoin.

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