Mike Dudas@mdudas · 2 天前政策影响i spent 5 minutes in the comments section of this tweet and was laughing so hard i could barely breath https://t.co/bDhrfecezD
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。
Mike Dudas@mdudas · 2 天前观点输出https://t.co/NU5jrz6MOM
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。
Mike Dudas@mdudas · 2 天前赛道影响interesting to reread the 2022 announcement of @FireblocksHQ $550M round at an $8B valuation
"every business is going to be a crypto business one day" was the promise, but something like the inverse is happening, as visa and other financial firms use crypto as backend rails to make existing features better rather than the headline of their future products
https://t.co/QFrDTS2vBV
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Mike Dudas@mdudas · 2 天前政策影响no surprise, every crypto vc firm has done this privately if not publicly yet
"crypto" so intertwined with every other frontier technology area now and the word so associated with historically unserious people that it no longer makes sense for any vc to define as such
it's a limiting and inaccurate moniker just as many great vc firms outgrew "web" and "mobile" and "saas" and "fintech" brands / origins. the best investment firms are often born from emergent trends and expand from that wedge
in practice, not much changes in terms of how anyone invests, if you were actually pivoting at this moment, you would have missed at least 18 months of the most investable opportunities at the intersection of blockchain, ai and markets
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。
Mike Dudas@mdudas · 3 天前市场影响awesome, they're clearly reinvesting the profits into the business based on the pace of product development, creator rewards, referral fees and growth
AI：偏平台经营与生态扩张，强调交易平台和应用入口的长期位置。
Mike Dudas@mdudas · 3 天前观点输出a few months ago, it was fashionable to not hold $pump b/c people would say "it's not a tech company" and "they don't innovate on product fast enough"
now, there is simply no excuse other than "i hate to make money"
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。
Mike Dudas@mdudas · 4 天前赛道影响if this ain’t heaven, i ain’t going https://t.co/AIXnB68mLV
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Mike Dudas@mdudas · 4 天前观点输出wow https://t.co/9p81GZXVbC
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。
Mike Dudas@mdudas · 4 天前赛道影响morning appreciation post for @sergekass who drove the closing of @6thmanventures fund 3 through a brutal vc fundraising market
excited to work with more great and tenacious founders, helping them from 0 to 1 as open, permissionless networks eat more share of every industry
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Mike Dudas@mdudas · 4 天前观点输出banner game day https://t.co/GZXYGNRKzO
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。
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