David Pakman@pakman · 5 天前赛道影响Moving stocks off slow, expensive, decades-old trading infrastructure and onto transparent, low-cost rails shouldn’t be controversial
I understand companies wanting to know who their shareholders are. But tokenization allows that, automatically identifying all wallets who hold their stock
The idea that somehow tokenized stocks will "confuse" investors or lead to less liquidity seem like red herrings to me
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 · 19 天前政策影响I am excited to share this deeper conversation I had with Founder/CEO of @jeeves_inc , @thazhmon. Building global modern enterprise banking atop stablecoins and crypto rails creates a potent competitive vector for FinTech.
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 · 2026/09/17政策影响Woot! CLARITY act not passing means we can all earn yield on idle stablecoin balances! This is a huge win for stablecoin users and terrible for banks. https://t.co/YvqDxYUEs2
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 · 2026/09/16观点输出I’ll be speaking at Legends4Legends on 1 October in Amsterdam, alongside investors, founders and institutional leaders working at the forefront of these developments.
What makes this event different is the format: no sponsors, a carefully selected speaker lineup and room for candid discussion with peers and specialists.
If you’re an institutional allocator looking to deepen your understanding of the future of finance and fintech, I’d encourage you to join us. Hope to see you there!
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 · 2026/09/03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.
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 · 2026/08/25观点输出Good read by @FranciscoMemor at @CoinDesk https://t.co/d5whn8x3hI
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 · 2026/08/25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
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 · 2026/08/18观点输出Hey, we made it on a list!
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 · 2026/08/13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…
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 · 2026/08/13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.
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。
评论
暂无评论