Pantera Capital
@PanteraCapital
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First U.S. institutional asset manager focused exclusively on blockchain technology. Subscribe to our monthly letter: https://t.co/Gy0Apw7uUG…
San Francisco, CA
Joined January 2014
Published early this month! Read about: – How we 10x’d the return of spot SOL through Special Opportunities and active management – The power of a hybrid fund structure – Fund V closing Oct 31st – The IPO backlog releasing – Solana x DATs Read below 👇
panteracapital.com
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JPMorgan is now talking about the "Debasement Trade". @raoulgmi and I have been talking about it for over 10 years! We sat down to discuss the macro backdrop and what it means for crypto: – Global debt trap and fiat debasement – Inflation and housing affordability –
I love it when technology, crypto, and macro come together in someone's journey... and there's no one better than my dear friend @dan_pantera, an OG in the space! Please enjoy
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Can't take the Helius out of $HSDT @Solana_Company Excited to partner with and support the leading RPC provider on Solana @heliuslabs @0xMert_
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Can’t get rid of us that easily 🙃 We’re back and now staking with @Heliuslabs and other top Solana validators @TwinStake_IO and @Anchorage to strengthen our $SOL treasury. Earning onchain yield in a secure and compliant way while continuing to support the Solana ecosystem 🫡
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We've surpassed $100M in TVL: A massive milestone in Avantis' journey. Avantis USDC (avUSDC) simplifies access to perpetual yields, enabling anyone to become a passive market maker. Next up: Composable yield integrations for avUSDC. The road to $500M TVL continues.
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Cleaner access into $HSDT for a wider set of investors, same focus on maximizing SOL per share Doing right by investors and playing offense, not defense Details ⬇️
Entering our next phase of transparency and unfettered price discovery. We believe that making our resale registration effective – rather than delaying the inevitable like many of our peers – is the best path forward for $HSDT. We're playing offense, not defense. 🧵👇
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Entering our next phase of transparency and unfettered price discovery. We believe that making our resale registration effective – rather than delaying the inevitable like many of our peers – is the best path forward for $HSDT. We're playing offense, not defense. 🧵👇
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ETFs are passive. DATs are active. "If you want a manager to add value, to acquire assets in a constructive way, to stake, to interact with DeFi – that's worth something and it generates excess yield. That's why some of these DATs can trade above one times book." –
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The IPO market is "kind of like an oil tear. You know, when you stick it into it, [a] geyser comes out," @PanteraCapital's Dan Morehead says
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"We've had 25 companies become unicorns. You know, I think the next decade is even better than that," Dan Morehead says
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Enjoyed sharing my views on the current macro environment and where I believe blockchain is heading next at @blockworksDAS with @MikeIppolito_
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Enjoyed sitting down with @WilfredFrost to share my views on bitcoin as both a store of value and a medium of exchange, the case for DATs like $HSDT @Solana_Company, and the equity market's embrace of blockchain this year. Watch the full conversation here:
The man who bought 2% of the world’s bitcoin when it was just $65 (vs $115,00 today 😱🤩) outlines the bull case for $BTC today. @dan_pantera @PanteraCapital Full episode here: YT: https://t.co/0k5G4ZVavO Apple: https://t.co/2fBBvXY0T9 Spotify: https://t.co/S8tnomeVHg
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Excited to speak with @MikeIppolito_ on where the crypto markets are heading next at @blockworksDAS Main Stage, Tuesday, 10:30am BST
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1/ Last Friday’s global selloff was one of the sharpest risk-off moves in recent memory. Equities, credit, and crypto all sold off violently. Yet one ecosystem stood out for its resilience: Solana. 🧵 A quick look at how Solana performed through the volatility 👇
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We’re hiring across the board at M0 🌎 At M0, we’re building the digital money infrastructure of the future. It’s as hard as it gets and we’re up against one of the most entrenched industries in history. If you’re up for the challenge, there’s nowhere else you should be. Check
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Excited to speak at @Legends4Legends hosted by @ThetaInvest. I’ll be sharing my views on how blockchain is helping redefine the future of global finance.
Say hello to @dan_pantera, Founder and Managing Partner Pantera Capital, at Legends4Legends, the premier blockchain allocator’s conference. Apply via https://t.co/jJMWYGddMk. Legends4Legends is the one day allocators need to separate the signal from the noise when it comes to
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Today we announced that we have entered into agreements with @coinbase, @BitGo and @Anchorage to serve as our custodians. We’re excited to continue growing our SOL holdings in a per-share-accretive way for our investors.
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Bienvenidos al @Bitso nuevo! The #NewBitso is here. Mexico users can now invest in crypto and stocks 24/7, with zero fees, starting from $1 USD or 20 pesos with immediate liquidity. From crypto to stablecoins to stocks: The gateway to the rest of the world.
Llega una nueva forma de invertir en América Latina. Hoy no solo renovamos nuestra app, abrimos un nuevo capítulo. El #NuevoBitso está aquí: rediseñado para darte más libertad, más control sobre tu dinero, y todo en una sola app. Es el momento de que descubras de lo que tu
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Bitcoin surpassing $125K earlier this week signals a maturing market — driven by the "opening of access" through ETFs and DATs. @cosmo_jiang highlights the leaders behind this shift on @CNBCFastMoney.
What's next for #Bitcoin after its latest record high and a slew of brand new digital asset treasury (DAT) companies making big moves? @PanteraCapital's @Cosmo_Jiang lays out the path ahead and weighs in on the Bitcoin vs. gold debate
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