PanteraCapital

Obrigado a todos que compareceram ao nosso evento com @defidevcorp no @solana Accelerate!

Reunimos fundadores, construtores e investidores em busca de moldar o futuro do ecossistema Solana para uma noite de networking e discussões. Agradecimentos especiais ao @Station3NYC por nos receber.

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."

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."

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."

"É cedo, mas é possível que, assim como os ativos digitais foram os primeiros a recuar, eles também possam ser os primeiros a atingir o fundo e se recuperar."

O sócio-gerente da Pantera @cosmo_jiang discute o impacto das tarifas nos mercados e a reação das criptomoedas:

A volatilidade das tarifas e forças macroeconômicas mais amplas pesaram fortemente sobre os mercados de criptomoedas este ano.

Em nossa nova Carta Blockchain, @cosmo_jiang analisa o cenário, destacando os ventos favoráveis estruturais que estão sendo negligenciados.

Leia aqui: https://panteracapital.com/blockchain-letter/looking-past-tariff-volatility/

Estamos empolgados em liderar a rodada de $29 milhões da Série A para @symbioticfi.

https://panteracapital.com/why-we-invested-symbiotic