Mike Dudas On PumpDotFun, Crypto's Revenue Era, And The Fat App Thesis

Mike Dudas, general partner at 6th man ventures, answers some intriguing questions about his views on revenue, apps, and memes.

One general trend was made clear throughout the conversation: The era of valueless tokens is ending and the market is shifting its focus toward actual value creation.

We also explore how crypto is maturing beyond pure speculation. Mike shares his insights on why buyback models are becoming the new standard and how platforms like Hyperliquid are setting the template for sustainable tokenomics.

We dive into his contrarian take on backing consumer apps rather than the overhyped infrastructure projects, the rise of the crypto app economy, and why the combination of real revenue and token utility is creating unprecedented opportunities.

This conversation reveals why we're entering crypto's most promising era yet where substance finally wins over speculation.

Let's get into it.

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