1. Pantera: The Crypto Market Enters the Second Phase of the Bull Market Cycle
Bitcoin often leads the bull market cycle, while altcoins tend to lag in the early stages. As the cycle progresses, altcoins often gain momentum and outperform Bitcoin towards the end of the cycle. We refer to this as the 'first phase' and 'second phase' of the bull market. Click to read.
2. Is Circle and Stripe's Self-built Public Chain the Throne of Ethereum's Settlement Layer at Risk?
In its Q2 2025 financial report, Circle disclosed that it will launch a public chain ARC specifically for stablecoins. Not only Circle, but also previously, there were reports that payment giant Stripe is collaborating with venture capital firm Paradigm to quietly develop a payment-oriented public chain codenamed Tempo. Click to read.
3. Capturing the Stablecoin Track: The Deep Meaning Behind Stripe and Paradigm Betting on Tempo
According to multiple insiders, payment giant Stripe has appointed Matt Huang, co-founder and managing partner of crypto venture firm Paradigm, as the first CEO of its new blockchain initiative Tempo. Huang is also a member of Stripe's board and will continue to serve as managing partner at Paradigm. Click to read.
4. Pantera: Value Creation of DAT Illustrated by BitMine
Pantera has deployed over $300 million in DAT across various tokens and regions. These DAT are leveraging their unique advantages and adopting strategies to increase their digital assets per share. Here is an overview of our DAT portfolio. Click to read.
5. The New Battlefield for Stablecoins: The Layer 1 Competition Between Stripe and Circle
Two Layer 1 stablecoins in one day shook the entire crypto and fintech world. Stripe's 'Tempo' has been revealed from stealth mode, while Circle officially announced 'Arc' amid the rhythm of their financial report. On the surface, both are optimized public chains for payments. But the underlying logic is completely different: one is a payment service provider with the ability to distribute to merchants and developers, while the other is the issuer of USDC, attempting to upgrade a stablecoin into a network. Click to read.
