[LIVE] $6B In Fresh VC, $600M In Hacks & The Case For Solana Apps | Mike Dudas, 6th Man Ventures

Welcome to The Big Picture, SolanaFloor's weekly livestream at the intersection of crypto, macro, and politics. This week we're joined by Mike Dudas, one of crypto's most outspoken investor-builders. Mike is co-founder of The Block and General Partner at 6th Man Ventures — an early-stage fund backing consumer and app-layer crypto with 50% of their portfolio concentrated in Solana, including Pump.fun. Mike has seen every cycle from the inside, and he's not afraid to say things others won't. We cover: 📍 $6B+ in fresh VC closes this week— where does this capital actually go and how long before we feel it? 📍 The $600M+ in DeFi hacks in three weeks: Drift, KelpDAO, and the AAVE contagion 📍 Circle vs Tether: who wins the stablecoin, and what does a Tether IPO do to CRCL? 📍 Should crypto foundations dissolve themselves? Mike has strong opinions — and we have receipts 📍 Internet capital markets: why Solana-native apps are hitting $100M ARR faster than TradFi 📍 Kyle Samani says web3 can't produce a breakout company. Pomp says it's over. Are they right? 📍 Kevin Warsh, CLARITY Act's midterm deadline, and Crypto’s doomsday scenario. --- This show is about signal over noise — no price predictions, no protocol promotion, and a clear distinction between facts and interpretation. 📍 Live every Thursday at 11am ET on YouTube and X 🔔 Subscribe for reminders and don’t miss future episodes of The Big Picture. --- Last Episode: James Seyffart, Bloomberg Intelligence — ETF flows, institutional adoption and the diamond hands data 👉 https://youtube.com/live/KDzvRxrBw2c 📬 Subscribe to Newsletter → https://solanafloor.com/ 🐦 Follow SolanaFloor on X → https://x.com/SolanaFloor 🐦 Follow Jack Dunham → https://x.com/_JackDunham 🐦 Follow Thomas Bahamas → https://x.com/Thomasbahamas ---