PanteraCapital
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Pantera Founder, Managing Partner @dan_pantera highlights a theme we've long discussed—in the context of today's macro environment: The Separation of Money & State
@Bloomberg @sonalibasak
@Bloomberg @sonalibasak
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In a world where AI agents and AI-generated content are ubiquitous, how will we distinguish what's truly human?
@worldcoin is building the identity layer for the AI age—privacy-preserving, global, and onchain.
@cosmo_jiang & @0xhopydoc unpack our thesis: https://panteracapital.com/world-a-mission-critical-identity-solution/
@worldcoin is building the identity layer for the AI age—privacy-preserving, global, and onchain.
@cosmo_jiang & @0xhopydoc unpack our thesis: https://panteracapital.com/world-a-mission-critical-identity-solution/
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Crypto's become a legitimate asset class—but "phantom tokenomics" and opaque side deals are keeping the next trillion dollars of institutional capital on the sidelines.
That's why we're backing @blockworksres' Token Transparency Framework.
Read about it👇https://panteracapital.com/the-end-of-cryptos-information-dark-age/
That's why we're backing @blockworksres' Token Transparency Framework.
Read about it👇https://panteracapital.com/the-end-of-cryptos-information-dark-age/
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"There’s clearly strong appetite for crypto-linked equities. And one great instantiation – or way to represent that – is through these Digital Asset Treasury companies."
@cosmo_jiang sat down with @laurashin to discuss this latest trend in crypto.
More:
@cosmo_jiang sat down with @laurashin to discuss this latest trend in crypto.
More:
Cea mai recentă Scrisoare Blockchain a noastră analizează două dintre cele mai fierbinți tendințe în crypto:
– Companii de Treasurie Active Digitale ("DAT") care imită manualul MSTR (Strategie)
– Stablecoins și impactul lor asupra dominanței dolarului
Citește-o aici 👉 https://panteracapital.com/blockchain-letter/a-new-frontier-for-crypto-exposure/
– Companii de Treasurie Active Digitale ("DAT") care imită manualul MSTR (Strategie)
– Stablecoins și impactul lor asupra dominanței dolarului
Citește-o aici 👉 https://panteracapital.com/blockchain-letter/a-new-frontier-for-crypto-exposure/
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Our latest Blockchain Letter breaks down two of the hottest trends in crypto:
– Digital Asset Treasury ("DAT") companies emulating the MSTR (Strategy) playbook
– Stablecoins and their impact on dollar dominance
Read it here: https://panteracapital.com/blockchain-letter/a-new-frontier-for-crypto-exposure/
– Digital Asset Treasury ("DAT") companies emulating the MSTR (Strategy) playbook
– Stablecoins and their impact on dollar dominance
Read it here: https://panteracapital.com/blockchain-letter/a-new-frontier-for-crypto-exposure/
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"That's why I'm still bullish. If individuals really have driven this new asset class and the majority of institutions have zero exposure – it's not over yet."
@dan_pantera at #Bitcoin2025 @TheBitcoinConf
@dan_pantera at #Bitcoin2025 @TheBitcoinConf
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DATs are the talk of the town—companies emulating the MSTR (Strategy, FKA MicroStrategy) playbook of providing crypto exposure via permanent capital vehicles listed on public equities exchanges.
Read about the case for Digital Asset Treasury companies: https://panteracapital.com/blockchain-letter/a-new-frontier-for-crypto-exposure/
Read about the case for Digital Asset Treasury companies: https://panteracapital.com/blockchain-letter/a-new-frontier-for-crypto-exposure/
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At #Bitcoin2025, @dan_pantera discussed how regulatory clarity was the last item on the list of reasons for institutions to say "no" to investing in blockchain.
@TheBitcoinConf
@TheBitcoinConf
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A new frontier for crypto exposure is emerging: Digital Asset Treasury companies (“DATs”).
@cosmo_jiang makes the case for DATs, which provide exposure to crypto via permanent capital vehicles listed on public equities exchanges: https://panteracapital.com/blockchain-letter/a-new-frontier-for-crypto-exposure/
@cosmo_jiang makes the case for DATs, which provide exposure to crypto via permanent capital vehicles listed on public equities exchanges: https://panteracapital.com/blockchain-letter/a-new-frontier-for-crypto-exposure/
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Thank you to everyone who came out to our event with @defidevcorp at @solana Accelerate!
We brought together founders, builders, and investors looking to shape the future of the Solana ecosystem for an evening of networking and discussions. Special thanks to @Station3NYC for hosting us.
We brought together founders, builders, and investors looking to shape the future of the Solana ecosystem for an evening of networking and discussions. Special thanks to @Station3NYC for hosting us.
"Bancile sunt ca telefoanele fixe. Nu ai nevoie de ele."
Fondatorul și Partenerul Manager @dan_pantera la #TOKEN2049
Fondatorul și Partenerul Manager @dan_pantera la #TOKEN2049
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ICYMI: Pantera Chief Legal Officer @kspaglia joined CNBC to discuss the Genius Act, stablecoin legislation, and the broader outlook for crypto policy.
Watch the replay here: https://www.cnbc.com/video/2025/05/09/panteras-legal-chief-on-whats-next-after-congress-blocks-key-crypto-bill.html
Watch the replay here: https://www.cnbc.com/video/2025/05/09/panteras-legal-chief-on-whats-next-after-congress-blocks-key-crypto-bill.html
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A bold prediction by @dan_pantera at the Milken Institute Global Conference:
"If stablecoins were a country, they would be the twelfth-largest holder of Treasuries—they're already massive....
"In 15 or 20 years, they will have replaced banks for most of their deposit taking."
"If stablecoins were a country, they would be the twelfth-largest holder of Treasuries—they're already massive....
"In 15 or 20 years, they will have replaced banks for most of their deposit taking."
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Pantera Founder and Managing Partner @dan_pantera explains the significance of the political pivot on blockchain and its impact on the institutionalization of the space at the Milken Institute Global Conference.
#MIGlobal
#MIGlobal
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Photos from the Milken Institute Global Conference, where Pantera Founder and Managing Partner @dan_pantera and Chief Legal Officer @kspaglia spoke on the institutionalization of crypto and AI's impact on finance.
#MIGlobal
#MIGlobal
Jeff Lewis de la Pantera analizează peisajul investițiilor în blockchain, subliniind modul în care proiectele productive – cele care își propun să genereze venituri reale și, în cele din urmă, să distribuie valoare deținătorilor de tokenuri – ar putea beneficia de schimbările de reglementare din Washington D.C.
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Pantera Founder and Managing Partner @dan_pantera will speak tomorrow at the Milken Institute Global Conference on digital asset adoption and the future of investing.
Session: Bending the Curve: Innovation in Asset Management
Date: Tuesday, May 6
Time: 4:00-5:00pm PDT
#MIGlobal
Session: Bending the Curve: Innovation in Asset Management
Date: Tuesday, May 6
Time: 4:00-5:00pm PDT
#MIGlobal
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Pantera's Jeff Lewis compares D.C.'s fixation on if digital assets are commodities or securities to trying to say early websites must be phone numbers or billboards.
"Most crypto has some of the qualities of a security and some of property, but ultimately it's something else."
"Most crypto has some of the qualities of a security and some of property, but ultimately it's something else."
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The market may be starting to reward tokens with real fundamentals – a theme we've been emphasizing.
@cosmo_jiang explores this in our latest letter: https://t.co/UYq2c3J8Ck
"We believe the market is increasingly beginning to focus on tokens with sound fundamentals and we are seeing that play out in relative performance. Fundamentally sound tokens – those with revenue and cash flows – outperformed tokens with no revenue by eight percentage points year-to-date."
@cosmo_jiang explores this in our latest letter: https://t.co/UYq2c3J8Ck
"We believe the market is increasingly beginning to focus on tokens with sound fundamentals and we are seeing that play out in relative performance. Fundamentally sound tokens – those with revenue and cash flows – outperformed tokens with no revenue by eight percentage points year-to-date."
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