As an early investor in @circle in 2014, we believe tokenised dollars is the killer application in crypto. @circle's IPO is one of many @PanteraCapital success stories, and we are proud to support @circle for the last 11 years. Check out the blog linked below about @PanteraCapital's stablecoin journey with @circle and our thoughts on @circle's IPO.
In the last two months, two $MSTR like products have entered the public markets â @defidevcorp for $SOL and @SharpLinkGaming for $ETH. As a lead investor into both DFDV and Sharplink, @PanteraCapital is a strong believer in the unique crypto exposure corporate treasuries bring to the public markets. Now letâs break down what corporate crypto treasuries are and Pantera Capitalâs thesis on them.
Wow, what a week in crypto! We saw @Coinbase join the S&P 500, @galaxyhq uplist to Nasdaq, and @eToroâs IPO. The stablecoin market cap stands at $230 billion, and Bitcoin is holding above $100,000. Additionally, JPMorgan settled its first transaction on a public blockchain using @ondofinance and @Chainlink. I also want to bring you some of the highlights from attending @MilkenInstitute, @Token2049, Medici, and @Consensus2025.
We are at an inflection point and we are so optimistic about whatâs aheadâletâs dive in.