You need to take everything a16z says with a HUGE grain of salt these days due to the validation and support they're giving to some of the worst crypto scams in history which are being enabled by the Trump administration. That said, they are reliably pretty deep thinkers in crypto and (IMO) they've been mostly right about most trends. Always worth reading even if you can't trust anything to do with regulation or specific companies/protocols.

https://a16zcrypto.substack.com/