Pantera Capital

ICYMI: Dan Morehead went on CNBC Fast Money to discuss his outlook for crypto. "I think over 2025, you're going to get much more clear regulations and that will allow institutions to come into the space. Presently, most institutions really have almost zero exposure to blockchain, so once they start engaging with the space, it should do well." Full discussion: https://lnkd.in/ecF-vrBY

ICYMI: Dan Morehead went on CNBC Squawk Box last week to discuss his rationale for launching Pantera Bitcoin Fund at $65 /BTC in 2013. Read "Pantera Bitcoin Fund Hits 1,000x" here: https://lnkd.in/e7QxHMJN

"Crypto x AI is more than a high-beta bet on AI's memetic value – it's pragmatic value capture for AI's distributed future." Pantera Research Partner Matt Stephenson, PhD discusses crypto's role in the AI revolution in our latest Blockchain Letter: https://lnkd.in/d42T9SGX

Token value accrual mechanisms are often overlooked but are crucial for a token's long-term viability. Read about projects that are starting to return capital to token holders or have active proposals under community review. Written by Cosmo Jiang and Erik Lowe Read: https://lnkd.in/e4uDdHxi

Will all sufficiently large applications eventually launch their own blockchain? Pantera Junior Partner Mason Nystrom explains why apps like Uniswap Labs are choosing to do so, signaling growing momentum toward the Fat App Thesis. Read here: https://lnkd.in/eprVZ75V

What is crypto's role in the #AI revolution? Pantera Research Partner Matt Stephenson, PhD and Research Engineer Alexandra Zach provide a glimpse into this exciting future, explaining how: 1. AI Agents will use #crypto 2. Crypto helps current AI Insights here: https://lnkd.in/d42T9SGX

There's a lot of excitement around Crypto x AI, but what's hype and what's reality? Hint: What can't have a bank account but can transact with a crypto wallet? Our Research Partner Matt Stephenson, PhD and Research Engineer Alexandra Zach share their view on crypto's role in the AI revolution: https://lnkd.in/d42T9SGX

Where does Web3 gaming fall on the spectrum of ‘hype vs reality’ for applications/use cases of blockchain technology? We'll discuss this today at 12pm ET on our virtual panel with founders of Azra Games, NPC Labs, and InfiniGods. Register here: https://lnkd.in/egtRHkD3

Tomorrow we will explore how Web3 games may revolutionize the gaming experience and unlock value in an already massive, $300 billion industry. Speakers: Mark Otero, Founder and CEO at Azra Games Daryl Xu, Co-Founder of NPC Labs Damon Gura, Co-Founder and CEO at InfiniGods Moderated by Franklin Bi Register for the virtual panel here: https://lnkd.in/eNGNUUi7

Explore how #Web3 games are revolutionizing the #gaming experience by enabling players to own, trade, and monetize in-game assets. Register: https://lnkd.in/eKk4TCFZ When: Oct 22 at 12pm EDT Speakers: Damon Gura, Co-Founder and CEO at InfiniGods Daryl Xu, Co-Founder of NPC Labs Mark Otero, Founder and CEO at Azra Games Moderated by Franklin Bi, General Partner at Pantera Capital