Pantera Capital

In case you missed it, check out our latest Blockchain Letter titled Progressive's Dream. Read about: — The Democrats' evolving stance on #blockchain — Is #DePIN overhyped and capital inefficient? — Should large apps launch their own chains? https://lnkd.in/eXDa-mmm

Read our latest Blockchain Letter for insights on: — The Democrats' evolving stance on #blockchain — Is #DePIN overhyped and capital inefficient? — Should large apps launch their own chains? — Pantera's fifth venture-style fund — Todd Slattery joins Pantera as COO Check it out: https://lnkd.in/eXDa-mmm

Pantera Junior Partner Mason Nystrom took the stage at Solana Breakpoint to debate whether every large app should inevitably launch its own chain. Mason argues that applications naturally evolve toward launching their own chains as they scale, driven by three core reasons: 1) greater control over economics and value capture 2) control and customization of blockspace 3) demand for blockspace will eventually exceed capacity on mainnet Read a summary of the debate in our latest blockchain letter: https://lnkd.in/eXDa-mmm

On the topic of debates, Pantera Research Partner Matt Stephenson, PhD took the stage at Solana Breakpoint to debate whether most #DePIN is overhyped and capital inefficient. He takes the side of the (optimistic) skeptic, arguing that DePINs should be assessed along the dimensions of monitoring and capital costs, which are the two main factors known to affect cooperative ownership in the economy more broadly. While he acknowledges that DePIN has potential, he is cautious about its structure and implementation and believes many projects fall short on these dimensions. We encourage you to read our summary of the debate in our latest blockchain letter: https://lnkd.in/eXDa-mmm

Read our newly published Blockchain Letter: https://lnkd.in/eXDa-mmm This month, we discuss: — The Democrats' Evolving Stance on #Blockchain — Is #DePIN Overhyped and Capital Inefficient? — Should Large Apps Launch Their Own Chains? — Pantera's Fifth Venture-style Fund — Todd Slattery Joins Pantera as COO

We are excited to announce that Todd Slattery has joined Pantera as Chief Operating Officer. Todd spent eleven years at BlackRock as a Managing Director, serving as COO for the alternatives platform, Americas region, and the institutional client business.  Prior to that, he spent eleven years at Goldman Sachs, holding comparable leadership roles.  With his extensive experience at leading global asset managers, Todd will play a pivotal role in advancing our mission to grow the digital asset economy while delivering results for our Limited Partners.

🚨 We’re looking for a Partner-level investor to join our Venture team at Pantera Capital! Our mission is simple: $2T to $500T onchain. 100k to 10M devs. 80m to 8B users. How? Back the best #blockchain founders & #crypto builders in the world for the next 10+ years. DM for details or referrals! ✉️

Explore the opportunities emerging at the intersection of #AI and #crypto with industry leaders at our virtual panel! When: September 25 at 12pm EDT Speakers: Sreeram Kannan, Founder and CEO at Eigen Labs Davide Crapis, Co-founder of PIN AI Himanshu Tyagi, Co-founder of Sentient Foundation Moderator: Matt Stephenson, PhD, Research Partner at Pantera Capital Register here: https://lnkd.in/eKk4TCFZ

We’re excited to co-lead the $43 million funding round by for Sahara AI a decentralized AI platform, alongside Polychain Capital and Binance Labs. More on our blog: https://lnkd.in/ewicetpB