Andrew_SH retweeted
“Our Bitcoin fund launched in 2013 and since then it’s grown at nearly an 80% CAGR for the life of the fund. You don’t really see a lot of assets that CAGR at 80% for over a decade.” - @cosmo_jiang
That’s the context most people forget during pullbacks.
Digital assets aren’t a one-cycle trade. They’re a long-duration trend.
Pantera has lived through:
• 4 bull markets
• 3 bear markets
Volatility isn’t new. Pullbacks aren’t new. But decade-long compounding at this magnitude is rare.
A 30% reset doesn’t change the trajectory.
For long-term investors, it can be the moment to start averaging in — slowly, deliberately, and with conviction.
@CNBCTheExchange
Andrew_SH retweeted
Helius $HSDT, in partnership with @PanteraCapital and Summer Capital, announces over $500 million in funding to launch the preeminent Solana treasury company.
Link to press release: prnewswire.com/news-releases…
Andrew_SH retweeted
We're looking for 10 of the brightest, most curious researchers, writers, and data analysts in crypto!
If that sounds like you, then apply to join the first cohort of Pantera Catalyze gigabrains where you'll dive into the biggest topics in web3 / crypto:
DeFi
MEV
Token design
Web3 gaming
L1 architecture
Data availability
Crypto x AI
Stablecoin models
Appchain primitives
+ more!
Apply now at: catalyze.panteracapital.com/
P.S. We're committing $100k to the Catalyze fellowship + just getting started 😎
Calling all data enthusiasts, on-chain sleuths, seasoned writers and blockchain experts!
We’re excited to launch Pantera Catalyze, a fellowship focused on expanding rigorous research into DeFi, DAOs, tokenomics, infrastructure, NFTs, game theory, and beyond.
catalyze.panteracapital.com/
Andrew_SH retweeted
We’re bringing together the brightest minds in crypto with a $100,000 commitment to the Pantera Catalyze fellowship. Apply now!
Calling all data enthusiasts, on-chain sleuths, seasoned writers and blockchain experts!
We’re excited to launch Pantera Catalyze, a fellowship focused on expanding rigorous research into DeFi, DAOs, tokenomics, infrastructure, NFTs, game theory, and beyond.
catalyze.panteracapital.com/
Andrew_SH retweeted
What a day… 😵💫
Today pushed everyone to the edge to help steady the ship with our founders.
Still seeing rocky waters ahead but wow what a badass crew we have @PanteraCapital
💪🏼 @Andrayday @JonathanGieg @NickZurick1
Really proud of the @PanteraCapital platform team in their effort to provide advice and banking alternatives to companies during this SVB situation
companies should communicate to investors quickly on their situation so investors can plan and help
We’ll wishes to those affected 🙏
Andrew_SH retweeted
Really proud of the @PanteraCapital platform team in their effort to provide advice and banking alternatives to companies during this SVB situation
companies should communicate to investors quickly on their situation so investors can plan and help
We’ll wishes to those affected 🙏
Andrew_SH retweeted
oh hey umm fellow VCs... quick question.
our fiduciary umm duty is to... our portfolio companies... right?
not umm... not to *checks notes* a bank?
cool cool, yeah just checking.
Andrew_SH retweeted
a bank is a bank is a bank
a bank run is a bank run is a bank run
the other facts don't matter
Andrew_SH retweeted
Welcome to Moonfrost🌛✨
You’re about to embark on an epic adventure, in this pixel-perfect world.
🎮 Free to play
🌽 Farm sim
⚔️ RPG
🏆 Digital Collectibles
This is where your story begins…
#pixelart #Moonfrost #TrailerTuesday
Andrew_SH retweeted
Welcome our new Head of Cryptoeconomics, @stephensonhmatt!
Formerly of Blockscience, working w/ orgs from Dapper to MakerDAO, Matt earned his PhD in Behavioral Economics & Strategy from Columbia w/ a thesis on price discovery in NFT markets.
Learn more: panteracapital.com/blog-join…
Andrew_SH retweeted
The entirety of fintech business models lives and dies on the margins of regulations - it’s insane if you think about it – at Philadelphia, PA
Andrew_SH retweeted
We're finally at the stage where blockchain infrastructure is no longer an impediment to building great consumer apps. A short 🧵 on my piece in @PanteraCapital February Newsletter reflecting on consumer adoption of the blockchain in 2022, and some predictions for 2023!
We just published our February Blockchain Letter!
Topics include:
Rebuilding Trust in CeFi | @Ryan__Barney
Gaming, Metaverse, and Brands | @0xSehaj
Price Cycles Analysis | @dan_pantera
Investing in @ObolNetwork | @_will_reid, @tonyswish
Check it out: panteracapital.com/blockchai…
Andrew_SH retweeted
➡️ More highlights from the @PanteraCapital portfolio to come!
If you're interested, follow me @FranklinBi. I share what I've learned from working with the best crypto builders in the world.
And if you liked this one, RT the tweet below!
teapawt.org/FranklinBi/status/1622…
Andrew_SH retweeted
⬇️ Your weekly run-down of the latest happenings across the @PanteraCapital portfolio:
Andrew_SH retweeted
We just published our December Blockchain Letter titled "The Need for Trustless Systems."
Read it here: panteracapital.com/blockchai…
Andrew_SH retweeted
just noting here that a risk framework which is robust enough to protect you from a black swan event like this one…
is completely inconsistent with their behavior for the past 18 months.
🤷🏻♂️
