
Alana Levin
@AlanaDLevin
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Investing @variantfund | Prior: @BCG @Wharton
New York, NY
Joined January 2021
tldr on the new Robinhood essay: there's a lot to like about the company's new products long-term, but it seems the market may be assuming they'll drive top-line growth sooner than what's warranted.
Published a new essay on my blog today and lost subscribers (classic). Check it out / subscribe here:
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First we got digital assets. Then we got Microstrategy, which sought to help investors multiply their bitcoin (1 share > 1 btc) by raising debt against its equity. Then we got copycats, who said “wait, we could do that with other assets” (termed “digital asset treasuries”). Then.
The first of likely numerous funds we’ll see that have a mandate to invest in microstrategy copycats.
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The first of likely numerous funds we’ll see that have a mandate to invest in microstrategy copycats.
Pantera has created a fund that provides investors access to Digital Asset Treasury (“DAT”) opportunities. We have a robust pipeline of opportunities to deploy fresh capital and are opening access to investors. More on the strategy and how to invest:
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RT @jchervinsky: 1/ For years, a hostile SEC forced crypto founders into a broken model: drive all value into equity, not tokens. The resu….
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