David Pakman (dpakman.eth)

11.6K posts

David Pakman (dpakman.eth) banner
David Pakman (dpakman.eth)

David Pakman (dpakman.eth)

@pakman

I am a crypto venture investor @coinfund. Inspired by ambitious entrepreneurs who build the future. (Not investment advice, these are my personal opinions.)

NYC Katılım Haziran 2008
1.6K Takip Edilen203.5K Takipçiler
David Pakman (dpakman.eth)
For years, regulatory ambiguity was one of the biggest reasons #crypto founders left the US or never came in the first place. For the first time there are clear rules on how crypto assets are classified and a defined path to build compliantly here. This a monumental step in the evolution and mainstream adoption of crypto. To have the two US agencies most responsible for crypto agree on these very helpful five categories of tokens (with the rules of what falls into each category) clears a huge hurdle in how crypto can operate going forward. This will allow new token designs with the confidence that their existence does not require registration with the SEC, etc. The talent, capital and companies that moved offshore had a reason to leave. Now they have a reason to come back. This is great news for our existing portfolio companies building in the US, and we're especially excited about what it means for the next wave of founders who now have the US back on their roadmap. Watch what gets built here in the next 12 months. More on the crypto guidance issuance by @hannahdlang via @Reuters reuters.com/world/us-secur…
English
2
3
8
669
David Pakman (dpakman.eth)
Consumers want YIELD! Banks don't give it to you, but crypto brands do. And the best offerings are powered by the @veda_labs vault. Congrats on $100M in just a few short weeks.
Veda@veda_labs

NEWS: Kraken DeFi Earn has surpassed $100 million in total deposits. It’s never been easier to earn on idle assets. Powered by 3 Veda vaults: Balanced + Boosted → curated by @chaoslabs Advanced → curated by @sentoraHQ Available on @krakenfx, @krakenpro, and @krak

English
5
3
19
2.1K
David Pakman (dpakman.eth)
In venture investing, the time frame for outcomes is 6 - 14 years. So the investor and founders must see beyond short-term hype and focus on building long-term enterprise value (scale, revenue, gross margin, market share, token value, etc). The best founders see this through cycles
English
0
0
1
9
Zillion🦇🔊
Zillion🦇🔊@LarhribAmine·
@coinfund @pakman @kateirwin The discussion on 2026 VC dynamics felt refreshingly pragmatic. One underrated shift: revenue discipline now outpaces hype cycles. How do you see that reshaping founder priorities going forward?
English
1
0
0
18
David Pakman (dpakman.eth) retweetledi
Veda
Veda@veda_labs·
TOMORROW: An exclusive look inside the crypto VC landscape and state of investing in 2026 with @coinfund Managing Partner @pakman Tune in at 3pm ET this Thursday, live here on our X.
Veda tweet media
English
1
10
16
1.8K
David Pakman (dpakman.eth)
It would be a mistake to see this as reckless gambling. It’s an inventive solution because traditional wealth-building paths, like home ownership, are not attainable.
David Pakman (dpakman.eth) tweet media
English
1
0
3
179
David Pakman (dpakman.eth)
Gen Z’s risk appetite is so high because the slim chance of a large return outweighs the harrowing reality of slow decline. This financial nihilism is driving the explosion of prediction markets, perps, and online gambling, which I presented on at @consensus_hk 🧵
English
3
2
8
2.6K
David Pakman (dpakman.eth)
Crypto is one of the most dynamic markets, with constant change. CoinFund's focus on pure venture investing enhances our ability to invest in the most important companies and protocols in crypto for the long-term. As always, we aim to be the best partner for crypto founders.
CoinFund@coinfund

x.com/i/article/2008…

English
7
0
11
683
David Pakman (dpakman.eth) retweetledi
LI.FI
LI.FI@lifiprotocol·
@pakman, Managing Partner & Head of Venture Investments at CoinFund, on why LI.F​I matters for crypto:
LI.FI tweet media
English
2
2
24
4.5K
David Pakman (dpakman.eth)
Very excited for @peakmoney_ and one of the most consumer-savvy crypto companies making DeFi for normies. go @dapperlabs and @flow_blockchain !
roham@roham

we fucked up. we built apps with the world’s most-loved brands. protocols with millions of users onboarded and billions in volume. but our mistake was simple: not enough of the value flowed to the believers who made it possible. we’re fixing that now. not only have we started updating the economics of our core products, we are also building a new slate of products and protocols with value creation at their core. the moment we need is finally here. $300 billion in stablecoins. $30 billion in tokenized real-world assets. trillions more on the way. the infrastructure and liquidity exist. what doesn't are the right products. defi today is hostile. it demands technical mastery just to survive: slippage, mev, liquidation cascades. the list goes on. every interface is built by experts, for experts. everyone else is forced to stay on the sidelines. that's the gap we're filling. we've proven we can bring the benefits of crypto to mainstream users without asking them to become technical experts first. we've proven we make complex technology feel simple. now we’re applying it to the biggest market: money. @dapperlabs and @Flow_Blockchain are democratizing consumer defi. today, three big moves: first is a new open-source protocol being developed by Flow Foundation: Flow Credit Markets (FCM), a lending protocol that protects you instead of punishing you. traditional defi lending is punishing: it waits until you're underwater, then liquidates you and charges a penalty. FCM is active. it uses the native onchain automation on Flow to monitor every position continuously and rebalance automatically before the position is at risk of liquidation. so far backtesting against every major crash since 2020 see 100% survival rate and 99.9% cost reduction versus lending protocols on other networks. second is a product built on top of the foundation of FCM. peak money: the finance app for a generation that has stopped believing in banks. our generation watched the traditional path to wealth become mathematically out of reach. so we stopped playing by the old rules. turned investing into culture. bet on elections like sports, traded athletes like stocks, turned every opinion into a market. peak money is built to level the playing field. to give everyone access to the same opportunities available to crypto experts and soon, with the tokenization of the entire global finance markets, those used by hedge funds and billionaires too. banks make money from you. peak makes money for you. the product starts simple: deposit cash or crypto. earn more than any bank will pay you. earn and spend without selling. no minimums. no gatekeepers. no seed phrases. no liquidation fear. watch this space: @peakmoney_ last but not least: $FLOW tokenomics. liquidity moves freely between chains. the apps people use every day don't. we believe the most valuable cryptocurrency will be the native token of the network powering products people can't live without. for that to happen, the native token must align the people who build with the people who believe. for years, Flow subsidized growth with near-zero fees. that made sense when the priority was experimentation. now the priority is economic alignment. dapper labs supports FLIP-351 proposed by Flow Foundation, updating transaction fees on Flow to dramatically reduce token inflation and ultimately become deflationary at just 250 tps - all while remaining the lowest-cost network compared to its peers every transaction burns tokens. network activity creates scarcity. scarcity compounds value. believers benefit. infrastructure + application + economics. aligned at last.

English
7
12
70
7.8K