a16z | Market Presentation Deck | 56 slides

a16z · 2022-05
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON

Slide inventory

56
every slide · same image gating as the playbook
01
Slide 1
The slide uses a minimalist grid layout with a gradient background.front_matter
Open slide detailBeat · Attention
02
The slide uses a chronological framework to define the transition from decentralized protocols to centralized services and back to decentralized, modern functioestablish_context
Open slide detailBeat · Attention
03
Part of the a16z State of Crypto 2022 deck.transition
Open slide detailBeat · Attention
04
Uses visual metaphors of globes with flags to represent centralized control.frame_problem
Open slide detailBeat · Attention
05
Uses a dual S-curve visualization to illustrate the shift in corporate behavior.frame_problem
Open slide detailBeat · NeedLoop · Tale Two Worlds
06
Uses a cyclical diagram to illustrate the progression of internet utility.establish_context
Open slide detailBeat · NeedLoop · Tale Two Worlds
07
Uses a before-after framing to contrast centralized value capture (Web2) with distributed value capture (Web3).present_framework
Open slide detailBeat · NeedLoop · Tale Two Worlds
08
Uses network topology diagrams to contrast centralized vs decentralized systems.present_framework
Open slide detailBeat · NeedLoop · Tale Two Worlds
09
transition
Open slide detailBeat · Need
10
The diagram uses a circular flow to represent a feedback loop.present_framework
Open slide detailBeat · Need
11
The slide uses a multi-panel area/bar chart to demonstrate cyclical patterns in the crypto industry.analyze_data
Open slide detailBeat · Need
12
The slide uses a series of four charts to demonstrate a positive feedback loop in the crypto ecosystem.summarize
Open slide detailBeat · Need
13
transition
Open slide detailBeat · Satisfaction
14
The diagram uses a hub-and-spoke style visual to represent the aggregation of distributed nodes into a unified computing layer.present_framework
Open slide detailBeat · Satisfaction
15
The slide uses a table format to compare performance metrics across different blockchain ecosystems.analyze_data
Open slide detailBeat · Satisfaction
16
The slide uses a gradient bar chart to emphasize the disparity between Ethereum and other platforms.analyze_data
Open slide detailBeat · Satisfaction
17
analyze_data
Open slide detailBeat · Satisfaction
18
The chart highlights Ethereum's dominant developer growth compared to other emerging blockchain ecosystems.analyze_data
Open slide detailBeat · Satisfaction
19
transition
Open slide detailBeat · Satisfaction
20
The slide uses a comparison frame to contrast two primary L2 scaling technologies.present_framework
Open slide detailBeat · Satisfaction
21
The chart uses a stacked area format to show the composition of TVL across four L2 technologies over time.analyze_data
Open slide detailBeat · Satisfaction
22
The chart visualizes the distribution of security costs across different L2 protocols (Arbitrum, dYdX, Optimism, Starkware, Loopring, zkSync).analyze_data
Open slide detailBeat · Satisfaction
23
The slide highlights the cost efficiency of L2 solutions relative to Ethereum.compare_peers
Open slide detailBeat · Satisfaction
24
transition
Open slide detailBeat · Satisfaction
25
Uses a globe graphic with orbital callouts to represent global financial statistics.diagnose_problem
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
26
The chart highlights the exponential growth phase of DeFi starting in 2020.analyze_data
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
27
The chart illustrates the erosion of Ethereum's market share in the DeFi sector from Oct 2020 to May 2022.analyze_data
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
28
Data source: Token Terminal. Timeframe: Jan 2020 - April 2022.analyze_data
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
29
The slide uses a gradient-filled area chart for historical growth and a horizontal bar chart for top deposit addresses.analyze_data
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
30
The chart highlights DeFi's relative scale compared to traditional banking institutions.size_opportunity
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
31
transition
Open slide detailBeat · Satisfaction
32
The slide uses a custom visual representation of trade-offs (a variation of a spectrum or maturity model).present_framework
Open slide detailBeat · Satisfaction
33
The chart illustrates the market adoption of stablecoins as a proxy for digital dollar demand.quantify_opportunity
Open slide detailBeat · Satisfaction
34
The chart uses bubble sizes to represent velocity values, though the visual scaling is non-linear or stylized.analyze_data
Open slide detailBeat · Satisfaction
35
The chart highlights the relative insignificance of stablecoins compared to sovereign M1 money supplies.quantify_opportunity
Open slide detailBeat · Satisfaction
36
transition
Open slide detailBeat · Satisfaction
37
The slide uses a numbered list format to categorize NFT types, paired with corresponding visual examples on the right.present_framework
Open slide detailBeat · Action
38
The chart combines bar charts for sales volume (primary/secondary) and line charts for user activity (buyers/sellers).analyze_data
Open slide detailBeat · Action
39
The slide uses a visual comparison of percentages to highlight the disparity in platform fees.compare_peers
Open slide detailBeat · Action
40
The slide uses a comparison frame to contrast traditional platform monetization with the NFT model.compare_peers
Open slide detailBeat · Action
41
The slide uses a collage of social media screenshots and platform interfaces to illustrate real-world NFT utility.present_framework
Open slide detailBeat · Action
42
transition
Open slide detailBeat · Action
43
The diagram uses a hub-and-spoke layout to show how different gaming components connect to the core concept of composability.establish_context
Open slide detailBeat · Action
44
The slide uses a 'before-after' or 'contrast' framing to show how embracing new models (games) vs. resisting them (music) impacts industry revenue.analyze_data
Open slide detailBeat · Action
45
size_opportunity
Open slide detailBeat · Action
46
The slide uses a clear action title to summarize the data trend. The total figure is prominently displayed at the bottom left.analyze_data
Open slide detailBeat · Action
47
transition
Open slide detailBeat · Action
48
The slide uses a visual metaphor of a pyramid vs. an hourglass to contrast hierarchical vs. decentralized organizational traits.present_framework
Open slide detailBeat · Action
49
The chart uses a purple gradient fill to represent the accumulation of assets over time.analyze_data
Open slide detailBeat · Action
50
The chart visualizes the concentration of treasury value in native tokens versus other assets.analyze_data
Open slide detailBeat · Action
51
The slide uses a gradient aesthetic common in Web3 presentations.summarize
Open slide detailBeat · Action
52
transition
Open slide detailBeat · Action
53
The slide uses a numbered list format to present five distinct case studies.illustrate_case
Open slide detailBeat · Action
54
Uses a dual-axis time scale (top for internet, bottom for Ethereum) to align growth curves.quantify_opportunity
Open slide detailBeat · Action
55
The slide uses a numbered list format to present forward-looking statements.summarize
Open slide detailBeat · Action
56
other
Open slide detailBeat · Action