David Pakman

David Pakman@pakman · 6 天前赛道影响

If we want to permanently bring back finance innovators to the US, Clarity needs to pass. The US needs to be the first place entrepreneurs want to build, especially when it comes to the future of finance. We have a lot to gain by making this the law of the land.

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AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

David Pakman@pakman · 15 天前观点输出

Good read by @FranciscoMemor at @CoinDesk https://t.co/d5whn8x3hI

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

David Pakman@pakman · 15 天前政策影响

Crypto has spent a decade betting that mass adoption would come from the world's unbanked. That may still happen But there is another possibility: the next billion users aren't people at all. They're software AI agents are starting to transact on our behalf, and this is one area where I think crypto has a strong advantage Agents need payment systems that are programmable, global, available 24/7 and cheap enough to handle transactions worth cents or fractions of a cent - very much what stablecoins are built to do The gap left to close is onboarding Wallet setup for agents is still, by every account, a mess. There are also issues around permissions, identity, fraud and refunds that need to be solved. Whomever solves that first could win this market, and I’ll be watching very closely for the companies building that layer

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AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。

David Pakman@pakman · 22 天前观点输出

Hey, we made it on a list!

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

David Pakman@pakman · 27 天前观点输出

RT @flex4blox: Congrats to our portfolio company @dakota_xyz and @ryanbozarth on filing for a national trust bank charter with the OCC Mos…

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

David Pakman@pakman · 27 天前观点输出

As VCs in crypto, this is the environment we like to see for our portfolio: strong adoption growth, high demand for crypto products from partners with large budgets and distribution.

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

David Pakman@pakman · 2026/08/04赛道影响

Excellent read from @nikasgari on the growing role of blockchain in capital markets https://t.co/o6eFGGUhxi

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AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

David Pakman@pakman · 2026/08/04赛道影响

Financial products compete with other financial products, not with technology If blockchain enables a better money market fund, a better repo market, or a better settlement system, adoption becomes inevitable - and that's exactly what's happening Better products win, that's the thesis

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AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

David Pakman@pakman · 2026/08/03观点输出

Robinhood has done a good job of understanding who its customers are It moved into crypto early because that's where a younger generation of investors wanted exposure. Now it's making the same bet on prediction markets, and so far it looks like it's paying off

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

David Pakman@pakman · 2026/07/22观点输出

@TrustlessState It's absolutely @sunandr_ at @veda_labs! So balanced, thoughtful and credible, since Veda is one of the leading vault providers.

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。