PanteraCapital
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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
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."
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
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
Pantera's Jeff Lewis breaks down the blockchain investment landscape, highlighting how productive projects – those aiming to generate real revenues and ultimately distribute value to tokenholders – may benefit from regulatory changes in Washington D.C.
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
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."
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."
Q1 2025 was crypto’s worst quarter since summer 2022 – but there are many reasons to be long-term bullish, as @cosmo_jiang highlights in our latest letter.
Read about them here: https://t.co/UYq2c3JGrS
"While the past may not predict the future, significant drawdowns have nearly always been followed by strong recoveries – though the magnitude of the rebound depends on prevailing conditions and, critically, whether the broader trend remains upward."
Read about them here: https://t.co/UYq2c3JGrS
"While the past may not predict the future, significant drawdowns have nearly always been followed by strong recoveries – though the magnitude of the rebound depends on prevailing conditions and, critically, whether the broader trend remains upward."
Q1 2025 was crypto’s worst quarter since summer 2022 – but there are many reasons to be long-term bullish, as @cosmo_jiang highlights in our latest letter.
Read his current market outlook: https://t.co/UYq2c3J8Ck
"While the past may not predict the future, significant drawdowns have nearly always been followed by strong recoveries – though the magnitude of the rebound depends on prevailing conditions and, critically, whether the broader trend remains upward."
Read his current market outlook: https://t.co/UYq2c3J8Ck
"While the past may not predict the future, significant drawdowns have nearly always been followed by strong recoveries – though the magnitude of the rebound depends on prevailing conditions and, critically, whether the broader trend remains upward."
Crypto’s four-year cycles are often attributed to Bitcoin halvings.
In our latest letter, @cosmo_jiang explores an alternative view: https://t.co/UYq2c3J8Ck
"Generally, bitcoin’s price has had major inflections in response to major macro events, which also typically rhyme with global liquidity cycles. In 2012, it was the Eurozone sovereign debt crisis. In 2016, it was Brexit. In 2020, it was the COVID crash. A lot of people attribute bitcoin’s price cycles to the halving, but an alternative interpretation is that there have been major macroeconomic events supporting bitcoin’s bull case that coincidentally have played out every four years."
In our latest letter, @cosmo_jiang explores an alternative view: https://t.co/UYq2c3J8Ck
"Generally, bitcoin’s price has had major inflections in response to major macro events, which also typically rhyme with global liquidity cycles. In 2012, it was the Eurozone sovereign debt crisis. In 2016, it was Brexit. In 2020, it was the COVID crash. A lot of people attribute bitcoin’s price cycles to the halving, but an alternative interpretation is that there have been major macroeconomic events supporting bitcoin’s bull case that coincidentally have played out every four years."
Tariff volatility and broader macro forces have weighed heavily on crypto markets this year.
In our new Blockchain Letter, @cosmo_jiang breaks down the landscape, highlighting the structural tailwinds being overlooked.
Read it here: https://panteracapital.com/blockchain-letter/looking-past-tariff-volatility/
In our new Blockchain Letter, @cosmo_jiang breaks down the landscape, highlighting the structural tailwinds being overlooked.
Read it here: https://panteracapital.com/blockchain-letter/looking-past-tariff-volatility/
We’re excited to lead the $29 million Series A round for @symbioticfi.
https://panteracapital.com/why-we-invested-symbiotic
https://panteracapital.com/why-we-invested-symbiotic
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