Pantera Capital

Pantera Capital

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First U.S. institutional asset manager focused exclusively on blockchain technology. Subscribe to our monthly letter: https://t.co/Gy0Apw7uUG…

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Pantera Capital

AI adoption is maturing faster than prior tech cycles, yet it still feels early innings A key point @0xfishylosopher highlights is the movement of builders from FinTech into agent-tailored products, and increasingly blockchain rails The best builders are migrating toward the same opportunity - I smell an inflection point

Pantera Capital's @0xfishylosopher and @cosmo_jiang sat down with us to separate the real thesis from the noise on agentic finance. - Three things most people get wrong about agentic payments. - Why 'agent banking' is the actual category. - And the specific infrastructure

Pantera Capital

Pantera Capital's @0xfishylosopher and @cosmo_jiang sat down with us to separate the real thesis from the noise on agentic finance. - Three things most people get wrong about agentic payments. - Why 'agent banking' is the actual category. - And the specific infrastructure stack that needs to exist before agents can handle money autonomously. Here's the breakdown.

Pantera Capital

New episode out where I cover all things prediction markets with Jacob, the CEO and Co-founder at @Novig. We cover a lot of great topics including: - How Novig and prediction markets create a better market structure for sports betting - How typical sports bettors are evolving to become more sophisticated traders - Where prediction markets and how Novig plans to innovate - And some advice Jacob would give to new founders Worth the watch👇

Pantera Capital

@PanteraCapital

Sports books take 10% of every bet and ban winners. @Novig founder and CEO @j__fort joins our Stateful podcast, hosted by @masonstrom. In this episode, they discuss why prediction markets may replace the casino model in sports: - Sports books kick out profitable users. - 5%

Pantera Capital

Solana is the becoming the stablecoin market leader. Solana now leads all chains in adjusted stablecoin volume, according to @AlliumLabs — filtering out wash activity and CEX internal flows. February market share: Solana — 36% Ethereum — 30% Tron — 15% Base — 11%

Pantera Capital

Crypto is outperforming amid broader volatility because it was deeply oversold after October. @cosmo_jiang, General Partner at Pantera on @CNBC Crypto World: Bitcoin and digital assets traded at a discount to long-term trend and strong fundamentals while gold and speculative stocks ran hot. Now investors are returning to the safe-haven story: borderless, sovereignless, and untouched by geopolitical conflict. Interesting entry point emerging. @KenzieSigalos

Pantera Capital

We’re witnessing a convergence of AI and crypto. AI agents can't walk into a bank, open an account, or transact in paper money. Crypto provides the financial rails for AI agents to exchange value online. As AI adoption grows exponentially, we believe crypto demand will follow naturally. @dan_pantera @bloomberg @crypto

Pantera Capital

. @dan_pantera on @SquawkCNBC last Friday: Crypto at 50% discount to long-term trend, seventh percentile value vs. 8-year average. Oversold conditions are unfolding as BTC pushes toward $70k resistance. Clear above that level opens significant upside. No asset has rewarded 4-year Bitcoin holders every time. A fantastic time for multi-year positions. @JoeSquawk @andrewrsorkin

Pantera Capital

@dan_pantera on @SquawkCNBC last Friday: Crypto at 50% discount to long-term trend, seventh percentile value vs. 8-year average. Oversold conditions are unfolding as BTC pushes toward $70k resistance. Clear above that level opens significant upside. No asset has rewarded 4-year Bitcoin holders every time. A fantastic time for multi-year positions. @JoeSquawk @andrewrsorkin

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