Frederik Lund

Advisor to Web3 and Blockchain companies.

[Frederik Lund @fallund]

Web3 moves fast. Regulation moves faster than most founders expect.

I help Web3, blockchain, and digital asset founders build ventures that are legally sound, commercially robust, and designed to withstand regulatory scrutiny — from day one.

My background spans law, compliance, and business strategy, and I've been working in crypto and blockchain since 2016.

I've been a founder myself, which means I understand the pressure of building at the frontier of technology and regulation — not just advising on it from the outside.
I work with founders and companies on:
→ Legal structuring & multi-jurisdiction entity setup
→ Token architecture and tokenomics design
→ Regulatory compliance and crypto licensing
→ DAO governance and legal wrappers
→ Business model design and capital structure
→ Advisory to established companies entering Web3

If you're raising, building in Web3, launching a token, structuring a DAO, or navigating a new jurisdiction — let's talk.

[Frederik Lund @fallund]

@theproteingod Exactly.

[Frederik Lund @fallund]

Retail is selling crypto to buy SpaceX shares.

SpaceX IPO is called the deal of the decade.

Looks more like gambling.

$75 billion raise. $1.75 trillion valuation. 90x revenue. A $4.28 billion GAAP loss in Q1 2026 alone. A tradable float of 3–5%

Retail is the exit liquidity.

[Frederik Lund @fallund]

The asset survived. It is still trading. It will likely recover.

But the stories told about what Bitcoin is did not survive contact with a real macro event.

Crypto didn't die on October 10.

The narratives did.

[Frederik Lund @fallund]

October 10, 2025. The day crypto died.

Not quite.

Crypto survived. The narratives didn't.

On October 6, Bitcoin hit an all-time high of $126,000. Four days later, more than 1.6 million trader accounts were liquidated in 48 hours.

Then something more revealing happened.

[Frederik Lund @fallund]

3️⃣ Bitcoin as a hedge. Against inflation, against dollar debasement, against geopolitical risk. October 10 was a geopolitical shock. Bitcoin was the first thing sold.

[Frederik Lund @fallund]

One question: With what?

STRC wheel is broken, so the only way to do this now is the MSTR ATM.

In the week between May 26 and May 31, Strategy raised $128.3 million via MSTR share sales.

Bitcoin purchased that week: zero.

[Michael Saylor @saylor]

A good time to add more dots.

[Frederik Lund @fallund]

Crypto Twitter spent 2025 calling for $250,000 BTC by year end.

Bitcoin finished the year near flat from where it started.

The ETFs were real. The institutions were real. The narrative was also real.

Real narratives and right timing are different things.

[Frederik Lund @fallund]

@TedPillows Zcash's privacy means nobody can see what's in the shielded pool. So, no one can know if counterfeit ZEC has been minted.

It was not a bug in the product. It is the product.

[Frederik Lund @fallund]

@AltcoinDaily I had to read this twice. I thought it should be "have bought".

[Frederik Lund @fallund]

Bitcoin peaked at $126,000.

Under 0.5% of US advised wealth is currently allocated to crypto.

The adoption story isn't wrong.

It's just earlier than most people think.

[Frederik Lund @fallund]

@CryptoGirlNova It is mostly HYPE anyway.

[Frederik Lund @fallund]

@TedPillows 11.5% and «no risk». It does not work like that.

[Frederik Lund @fallund]

@scottmelker HYPE. It is the 9th largest crypto. Last 7 days +19%. BTC, ETH and SOL all below -10% in the same time window.

[Frederik Lund @fallund]

@QuintenFrancois Note that most altcoins are now at the bottom of this table…

[Frederik Lund @fallund]

Bitcoin ETFs pulled in $23 billion in 2026.

Gold ETFs pulled in $44 billion.

The institutional rotation into crypto is real.

It's just not as large or as fast as the headlines suggest.

[Frederik Lund @fallund]

@TedPillows This is the worst framing possible. Kidneys will not be enough...

[Frederik Lund @fallund]

The American Bankers Association is lobbying to kill the Digital Asset Market Clarity Act.

Their argument: stablecoin yields will drain deposits from traditional banks.

They're probably right.

That's not an argument against the bill. That's a description of what it does.