David Pakman

David Pakman@pakman · 3 天前观点输出

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

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 · 4 天前赛道影响

All investments carry risk (ask anyone who bought SpaceX on IPO day). But if perps are exploding, it's not just because retail wants to gamble, but also because hedge funds and institutions want the 24/7 market access that onchain trading gives them https://t.co/0m88z9Ctga

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 · 10 天前政策影响

I appeared on @TheBlockCo to talk about: - how stablecoins make money productive - why prediction markets are a rational response to today's economy - why AI agents need blockchains, not credit cards And why all financial assets eventually will move onchain Appreciate the discussion @gazza_jenks

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 · 11 天前观点输出

RT @TheBlockCo: THE STARTING BLOCK: @coinfund managing partner & head of venture investments @pakman is in the Hot Seat today. 💰 Predicti…

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 · 11 天前观点输出

@PaulJohnMas For sure, it was a different era with fewer tools, lots more middlemen, and fewer investment choices on the risk curve.

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 · 11 天前观点输出

Please join me as I chat with @gazza_jenks this morning!

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 · 12 天前观点输出

Will brand preferences survive the agentic era? For commodity financial products like BNPL and short-term credit, I'd argue no. Agents don't have brand loyalty - they have real-time access to every rate and fee. They disambiguate the costs of a transaction for consumers and businesses alike. Fintechs with commodity financial products in this space might need to start building for agent loyalty (transparency, low-fees) over human brand loyalty if they want to survive. Via @lizrhoffman and @RohanGoswami at @Semafor. https://t.co/C5jj1cuITE

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 天前赛道影响

When the median home costs 7.5x median income and savings accounts pay next to nothing, "safe" wealth-building isn't safe, you're just losing money slowly Younger investors moving into prediction markets and crypto aren't being reckless, they're doing the math The traditional rungs of the wealth ladder are priced out, so capital moves up the risk curve to catch up. We need less debate over whether to allow these markets and more focus on whether the platforms are fair, transparent, and honest about the odds. Wrote about it for Newsweek and what we need to do to protect users, especially the younger generations trying to build wealth. Thank you @Jenniewignall and @Geoff_Rowland for the space! https://t.co/tsZ6Mf1G1y

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 · 17 天前政策影响

People ask us all the time “where are all the crypto consumer use cases?” Trading and payments are the obvious answers. Robinhood is a good example of who is capitalizing on the former and they are going all-in to move as much of their trading activity onchain as possible. This is good for the everyone. When stocks are tokenized and paired with stablecoins, you turn a static product into something programmable that earns yield, doubles as collateral, runs inside agentic workflows and trades 24/7. Just a fundamentally better product. Which will lead to others copying to catch up.

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 · 24 天前政策影响

The oracle is a problem worth solving, and the industry is working on it. But step back for a second We are building markets on everything, open to anyone, with transparent resolution and no TradFi middlemen clipping the ticket. That is a better market structure for everyone. https://t.co/BA345LnT4D

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。