Mike Dudas
these companies will be limited by the fact that their mandate as them allocating to only one eco...
279 days agoMike Dudasmdudas
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
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The discussion highlights a potential future investment vehicle: an "onchain vehicle" that diversifies across the entire crypto app layer, rather than being limited to single ecosystems like Bitcoin, Ethereum, Solana, Hyperliquid, or BSC. This suggests an emerging opportunity for a "crypto app company" that allocates capital broadly across various Layer 1s and their decentralized applications, potentially channeling significant institutional inflows into the onchain economy. Investors should watch for the development of such diversified, onchain investment products as they could offer broader exposure to the crypto ecosystem.

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About Mike Dudas
Mike Dudas

Mike Dudas

By mdudas

crypto investor @6thManVentures // co-founder @theblock__ @linksdao // @moonbirds kol