Mike Dudas: The State of Digital Asset Investing in 2026 (What’s Changed)

Mike Dudas joins us in the Tokenization Tower to unpack the state of crypto VC, where flows are going, the stablecoin war, why pumpfun and Hyperliquid are misunderstood, how to think about Circle vs. Tether, OpenAI & Anthropic IPOs, and why now is a great time to invest in digital assets.

Mike Dudas is the co-founder and General Partner of 6th Man Ventures, one of the most active early-stage digital asset funds with investments in Pump.fun, Plasma, Upshift, and others.

The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.