今天我们非常高兴地宣布——我们将 Guy Wuollet（@guywuolletjr） 晋升为 普通合伙人（General Partner）。 我们第一次认识 Guy 是在 2018 年，那时他还在斯坦福大学攻读计算机科学学位，同时也是校划船队的主力成员。他最初以实习生的身份加入公司，在企业级市场推广团队工作，但很快就明显看出，他对加密领域有着更强烈的热情。 之后我们多次“再次遇见”他： —— 先是在我们的加密创业加速器项目中，他尝试构建一个去中心化的互联网服务提供商（ISP）； —— 然后他去了 Protocol Labs 从事研究工作； —— 最后，他成为我们研究合作者 @danboneh 的助教。 2020 年，Guy 全职加入我们团队后，开始专注于 基础设施、DeFi 与 DePIN 投资。他一直是团队中稳定且富有创造力的力量，已为超过 20 项投资做出重要贡献，其中包括 Solana、LayerZero、Gensyn、EigenLayer、Daylight 和 Morpho。 基于他此前在 Orchid、Nym、Helium 等项目上的经验，Guy 总结并提出了我们后来称为 DePIN（去中心化物理基础设施网络） 的投资论点。他撰写了一篇具有代表性的博客，阐述 DePIN 的重要性，并促成了我们对 Gensyn 的投资。随后，他又写下关于“去中心化能源”的文章，并主导投资了Daylight。此外，他还投资了去中心化交通、机器人与 AI 项目，并协助管理我们的加速器项目。 DeFi 一直是 Guy 投资理念的核心，但他早期投资 Morpho 的真正驱动力，是他对创始团队的信任与信念。他在@PaulFrambot 及其团队身上看到了罕见的“深厚技术能力 + 清晰远见”结合体。自那以来，Morpho 的总锁仓量已达数十亿美元，成为 DeFi 领域领先的协议之一。其 V2 版本 的发布标志着链上借贷在效率与规模上的一次重大飞跃。 在与创业者合作的过程中，Guy 展现出少见的“深厚技术功底 + 理性务实思维”的结合。创始人们常对我说，他们非常钦佩 Guy——他会系统性地阅读、理解，并对协议设计等复杂技术问题提供有价值的反馈。他在代币与协议设计方面的分析与建议，也影响了我们投资组合中的许多项目。 除了投资能力之外，Guy 还以平和、积极的态度和幽默感赢得了团队与创业者的喜爱。随着加密团队从最初的几人发展到如今 80 多人，他在其中发挥了重要作用——帮助我们招募、指导了众多优秀的投资人、研究员与运营者。 Guy 是我们团队中无可替代的一员，过去五年见证他的成长与成熟令人欣喜。 从今天起，Guy 将与我、@alive_eth、以及 @AriannaSimpson 一起，成为 @a16zcrypto 的第四位普通合伙人。 Today we are excited to announce that we are promoting Guy Wuollet (@guywuolletjr) to General Partner. We first met Guy in 2018 while he was studying computer science at Stanford, where he also rowed varsity crew. He initially joined the firm as an intern working on the enterprise go-to-market team, but it soon became clear he was most passionate about crypto. We kept running into Guy: first when he joined our Crypto Startup Accelerator to build a decentralized ISP, then while doing research at Protocol Labs, and finally as a teaching assistant for our research partner @danboneh After joining us full-time in 2020, Guy began investing in infrastructure, DeFi, and DePIN. He has been a steady and creative force, making significant contributions to more than 20 investments, including Solana, LayerZero, Gensyn, EigenLayer, Daylight, and Morpho. Based on insights from prior investments like Orchid, Nym, and Helium, Guy defined our thesis on what would become known as DePIN. He wrote one of the defining blogs on why DePIN matters and helped us invest in Gensyn. Next he wrote about decentralized energy and led our investment in Daylight. Guy also invested in decentralized transportation, robotics, and AI projects as he helped run our accelerator. DeFi has always been central to Guy’s thesis, but his early investment in Morpho was driven above all by conviction in the founders. He recognized in @PaulFrambot and his team a rare combination of technical depth and clarity of vision. Since then, Morpho has grown to billions in total value locked and become one of the leading protocols in DeFi. Their V2 launch marked a major leap forward in efficiency and scale for on-chain lending. Through his work with founders, Guy has shown a rare mix of deep technical expertise and thoughtful pragmatism. Founders often tell me how impressed they are that Guy systematically reads, understands, and provides useful feedback on protocol design and other hard technical topics. His writing and advice on token and protocol design have helped influence many projects in our portfolio. Beyond his investing skills, Guy has been a calm and positive presence, with a wry sense of humor, both inside the firm and for founders. As the crypto team grew from a small group to more than 80 people, he helped recruit and mentor many of the talented investors, researchers, and operators who make the team what it is today. Guy is an invaluable member of the team, and it has been great to see him grow and develop over the last five years. Guy joins me, @alive_eth, and @AriannaSimpson as @a16zcrypto’s fourth General Partner.
观点原文
今天我们非常高兴地宣布——我们将 Guy Wuollet（@guywuolletjr） 晋升为 普通合伙人（General Partner）。
我们第一次认识 Guy 是在 2018 年，那时他还在斯坦福大学攻读计算机科学学位，同时也是校划船队的主力成员。他最初以实习生的身份加入公司，在企业级市场推广团队工作，但很快就明显看出，他对加密领域有着更强烈的热情。
之后我们多次“再次遇见”他：
—— 先是在我们的加密创业加速器项目中，他尝试构建一个去中心化的互联网服务提供商（ISP）；
—— 然后他去了 Protocol Labs 从事研究工作；
—— 最后，他成为我们研究合作者 @danboneh 的助教。
2020 年，Guy 全职加入我们团队后，开始专注于 基础设施、DeFi 与 DePIN 投资。他一直是团队中稳定且富有创造力的力量，已为超过 20 项投资做出重要贡献，其中包括 Solana、LayerZero、Gensyn、EigenLayer、Daylight 和 Morpho。
基于他此前在 Orchid、Nym、Helium 等项目上的经验，Guy 总结并提出了我们后来称为 DePIN（去中心化物理基础设施网络） 的投资论点。他撰写了一篇具有代表性的博客，阐述 DePIN 的重要性，并促成了我们对 Gensyn 的投资。随后，他又写下关于“去中心化能源”的文章，并主导投资了Daylight。此外，他还投资了去中心化交通、机器人与 AI 项目，并协助管理我们的加速器项目。
DeFi 一直是 Guy 投资理念的核心，但他早期投资 Morpho 的真正驱动力，是他对创始团队的信任与信念。他在@PaulFrambot 及其团队身上看到了罕见的“深厚技术能力 + 清晰远见”结合体。自那以来，Morpho 的总锁仓量已达数十亿美元，成为 DeFi 领域领先的协议之一。其 V2 版本 的发布标志着链上借贷在效率与规模上的一次重大飞跃。
在与创业者合作的过程中，Guy 展现出少见的“深厚技术功底 + 理性务实思维”的结合。创始人们常对我说，他们非常钦佩 Guy——他会系统性地阅读、理解，并对协议设计等复杂技术问题提供有价值的反馈。他在代币与协议设计方面的分析与建议，也影响了我们投资组合中的许多项目。
除了投资能力之外，Guy 还以平和、积极的态度和幽默感赢得了团队与创业者的喜爱。随着加密团队从最初的几人发展到如今 80 多人，他在其中发挥了重要作用——帮助我们招募、指导了众多优秀的投资人、研究员与运营者。
Guy 是我们团队中无可替代的一员，过去五年见证他的成长与成熟令人欣喜。
从今天起，Guy 将与我、@alive_eth、以及 @AriannaSimpson 一起，成为 @a16zcrypto 的第四位普通合伙人。
Today we are excited to announce that we are promoting Guy Wuollet (@guywuolletjr) to General Partner.
We first met Guy in 2018 while he was studying computer science at Stanford, where he also rowed varsity crew. He initially joined the firm as an intern working on the enterprise go-to-market team, but it soon became clear he was most passionate about crypto.
We kept running into Guy: first when he joined our Crypto Startup Accelerator to build a decentralized ISP, then while doing research at Protocol Labs, and finally as a teaching assistant for our research partner @danboneh
After joining us full-time in 2020, Guy began investing in infrastructure, DeFi, and DePIN. He has been a steady and creative force, making significant contributions to more than 20 investments, including Solana, LayerZero, Gensyn, EigenLayer, Daylight, and Morpho.
Based on insights from prior investments like Orchid, Nym, and Helium, Guy defined our thesis on what would become known as DePIN. He wrote one of the defining blogs on why DePIN matters and helped us invest in Gensyn. Next he wrote about decentralized energy and led our investment in Daylight. Guy also invested in decentralized transportation, robotics, and AI projects as he helped run our accelerator.
DeFi has always been central to Guy’s thesis, but his early investment in Morpho was driven above all by conviction in the founders. He recognized in @PaulFrambot and his team a rare combination of technical depth and clarity of vision. Since then, Morpho has grown to billions in total value locked and become one of the leading protocols in DeFi. Their V2 launch marked a major leap forward in efficiency and scale for on-chain lending.
Through his work with founders, Guy has shown a rare mix of deep technical expertise and thoughtful pragmatism. Founders often tell me how impressed they are that Guy systematically reads, understands, and provides useful feedback on protocol design and other hard technical topics. His writing and advice on token and protocol design have helped influence many projects in our portfolio.
Beyond his investing skills, Guy has been a calm and positive presence, with a wry sense of humor, both inside the firm and for founders. As the crypto team grew from a small group to more than 80 people, he helped recruit and mentor many of the talented investors, researchers, and operators who make the team what it is today.
Guy is an invaluable member of the team, and it has been great to see him grow and develop over the last five years.
Guy joins me, @alive_eth, and @AriannaSimpson as @a16zcrypto’s fourth General Partner.
相关观点
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