Recently, I noticed a pretty noteworthy trend. a16z, this top Silicon Valley venture capital firm, has just announced a major funding round—$15 billion, distributed across five funds. That number sounds pretty intense, because, according to what they said themselves, it already accounts for more than 18% of the entire U.S. venture capital market in 2025.

How is the money allocated? $6.75 billion is for investing in startups, $1.7 billion goes into infrastructure, and another $1.7 billion is for various application projects. In addition, $1.176 billion is specifically dedicated to U.S. energy-related sectors, such as defense, housing, and supply chains—these strategic industries. Biotechnology and healthcare also received $0.7 billion. The remaining $3 billion is reserved for other venture strategies.

What’s especially interesting is that in a public letter, a16z founder Ben Horowitz was very direct: the key to winning the technology competition for the next hundred years in the United States lies in two areas—artificial intelligence and cryptocurrencies. He believes this is not a matter of choice, but a requirement. If the United States falls behind on these critical foundations, it may lose its position as a global technology leader.

Even more interesting is what they see these technologies being used for in the future. It’s not just the technologies themselves, but applying them to fields like biology, health, defense, public safety, education, and entertainment—areas that genuinely matter to human prosperity. In other words, a16z isn’t betting on short-term hype; it’s betting on long-term infrastructure building.

This reflects a pretty clear signal: top-tier venture capital firms have already started to treat artificial intelligence and cryptocurrencies as the most core investment directions for the next decade. If you’re also paying attention to projects and assets in these areas, you can see quite a few related opportunities on Gate recently as well. If you’re interested, you can check the market for yourself.