David Pakman (dpakman.eth)

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

[David Pakman (dpakman.eth) @pakman]

I'm joining @coinfund https://t.co/ifwcHRyt6s

[David Pakman (dpakman.eth) @pakman]

@jeffjohnroberts I am really interested in seeing the uptake here. Should be meaningful volumes!

[David Pakman (dpakman.eth) @pakman]

@johnjdagostino @HeleneBraunn @CoinDesk 💯

[David Pakman (dpakman.eth) @pakman]

These are the words of a man who knows he is going to lose.

(via @HeleneBraunn at @CoinDesk)
https://t.co/p5MwhEf9fy

[David Pakman (dpakman.eth) @pakman]

TradFi moving onchain was always going to pull the bankers in behind it.

Institutions are shifting away from speculative bitcoin exposure toward blockchain-integrated financial infrastructure: tokenized money market funds, private credit, stablecoins, faster settlement.

And wherever high-growth companies emerge, IPOs follow.

@Jefferies just projected the crypto and blockchain public markets sector could reach $1 trillion within five years, with a surge of crypto IPOs likely in the next two.

None of that surprises me. We've watched this build for a decade. The rails being laid right now, tokenized assets, settlement systems, institutional-grade protocols, that's what eventually goes public.

The question was never if. It was when traditional finance got comfortable enough to follow.

Good reporting by @HeleneBraunn at @CoinDesk: https://t.co/szjV7qkio8

[David Pakman (dpakman.eth) @pakman]

@JohnZettler @veda_labs Thanks, John, that is great to know about them! Thank you for your support and parternship.

[David Pakman (dpakman.eth) @pakman]

The @veda_labs team is building one of the most critical pieces of modern financial infra -- vaults. And their partnership growth is a strong signal of just how valuable this product offering is.

[Veda @veda_labs]

NEWS: Earning Bitcoin yield on @Krakenfx is here, powered by Veda’s vault stack.

We’re expanding our partnership with Kraken Bitcoin Earn, the first enterprise DeFi BTC yield product that lets millions of users easily earn on bitcoin deposits.

→ Powered by Veda’s vault infra
→ Strategy by @SentoraHQ
→ Leveraging @Morpho’s open credit network

Learn more: https://t.co/wbtJEB8Eh0

[David Pakman (dpakman.eth) @pakman]

Great stats by @sndr_krisztian at @CoinDesk:
https://t.co/JsB1jZUKuE

[David Pakman (dpakman.eth) @pakman]

Stablecoins are just software money, so they’re perfect for software systems

As a VC, we are looking for the most ambitious founders in agentic payments working on discoverability, ease of agent adoption and distribution

if you are working on this, come find us

[CoinMarketCap @CoinMarketCap]

LATEST: ⚡ Crypto is pulling ahead in AI payments, with agents settling $73M on blockchain rails over the past year as card fees make many micropayments uneconomical, Keyrock says.

[David Pakman (dpakman.eth) @pakman]

The onramp to onchain capital markets is open

Once a customer experiences this type of portability, they will never want to go back to asking a bank for permission

Congrats to @SuperstateInc and @CoinList for making this happen

[Superstate @SuperstateInc]

Together, @CoinList and Superstate are making tokenized equities and future capital raises more accessible to investors.

The onramp to onchain capital markets is open.

[David Pakman (dpakman.eth) @pakman]

Hey startup CEOs, how much are you budgeting per engineer for AI tokens in 2026?

[David Pakman (dpakman.eth) @pakman]

@levie Would you be willing to share how much Box budgets per engineer per year for tokens?

[David Pakman (dpakman.eth) @pakman]

The future of finance is onchain

Public markets first, private markets next

[Contessa Brewer @contessabrewer]

Polymarket “democratizes” finance -giving traders a way to bet on private companies. https://t.co/gq2udWbEB6

[David Pakman (dpakman.eth) @pakman]

I still remember when Jamie Dimon said “we’ve been talking about blockchain for 12 years, not much has happened - it ain’t like AI”

This week JPMorgan filed a tokenized fund on Ethereum, looks like something happened after all

Payments are moving onchain, money flow is moving onchain, and yield is next. Keep them coming

[CoinDesk @CoinDesk]

NEW: @jpmorgan files to launch a tokenized Treasury money market fund ($JLTXX) designed as GENIUS Act-compliant reserve assets for stablecoin issuers.

[David Pakman (dpakman.eth) @pakman]

"First they ignore you. Then they ridicule you. And then they attack you and want to burn you. And then they build monuments to you" (Nicholas Klein) applies perfectly here.

Wall Street dismissed, ignored, laughed at and fought crypto. And now they acknowledge it is the future of finance.

When incumbents follow this strategy, it is SIGNAL that you will win. Keep building.

[Jasper Goodman @Jasper_Goodman]

Wall Street went to war with crypto. It’s losing.

https://t.co/vPpC4x9a7p

[David Pakman (dpakman.eth) @pakman]

We backed @SuperstateInc in 2023 because we believed they would become the default infrastructure for tokenized funds and @coinbase just validated our thesis

Congratulations to @rleshner, @HiltnerJim , @Dean_Swennumson and the entire team. Incredible work and the best is yet to come

[Superstate @SuperstateInc]

1/ @CoinbaseAM has selected Superstate FundOS to launch an onchain share class of the Coinbase Stablecoin Yield Fund (CUSHY) in Q2 2026.

For the first time, FundOS is powering a third-party fund launch from inception.

https://t.co/xPXOayoQgM

[David Pakman (dpakman.eth) @pakman]

Fantastic progress. I think we will see creator payments and then vendor/marketplace payments at Amazon, Walmart, eBay, Reverb, etc. all move to stablecoins/crypto rails. Crypto eats all payment networks.

[Jack Kubinec @whosknave]

New from me and @bdanweiss

Meta has rolled out USDC creator payouts on Polygon and Solana. The program is currently available to select creators in Colombia and the Philippines.

It's been a long time coming, but Facebook stablecoins are finally here.

https://t.co/hIAWB4WbqU

[David Pakman (dpakman.eth) @pakman]

@niomicynthia I am drawing a distinction between "deposit banks" and other financial institutions (since those are the battle lines for stablecoin yield). Thus moving deposits into treasuries held elsewhere is share shift.

[David Pakman (dpakman.eth) @pakman]

The banks are lobbying hard against yield-bearing stablecoins because they fear the loss of customer deposits, and they should

Put simply, yield-bearing stablecoins are a better product

They have lower friction, offer easy yield with less cognitive work, charge lower fees, and are accessible to anyone with an internet connection

And that should worry deposit banks, because they can’t compete

[David Pakman (dpakman.eth) @pakman]

No surprise that CoinFund agrees with @senortilt's view on the Speculation Economy (we call our investment thesis "Betting On Everything) since we are investors in him.

The data is striking...people (especially Gen Z) want to invest in asymmetric upside financial products.

On-chain versions are more fair, global and more accessible.

[Señor Tilt @senortilt]

https://t.co/RmN0Olh13w