First U.S. institutional asset manager focused exclusively on blockchain technology. Subscribe to our monthly letter: panteracapital.com/subscribe-bloc…
Bitcoin spent the past six months in a tight range. After periods of consolidation, moves tend to be violent and large.
Positioning is now reversing: from investors being on the sidelines and even net short to a growing desire to be long. The breakout above the 200-day moving
“AI Agents will choose the fastest, cheapest, most frictionless rails."
@cosmo_jiang sat down with @CoinDesk this morning to share how Pantera views the current market:
- How AI agents accelerate blockchain adoption
- Is the $BTC 4-year cycle still accurate?
- The setup for an
“How many assets can get brought on-chain? We think it could be tens of trillions.”
@CitizensBank's @devinpryan calls Securitize's post-earnings selloff an overreaction and stands by his $15 target. @PanteraCapital's @cosmo_jiang reveals why Bitcoin was left out of the S&P
We've accepted that LLMs will be ubiquitous. What comes next is direct control and access: an LLM in your pocket.
Today's accessible hardware is still at early-iPhone levels. The goal is to deliver modern capability so teams can run powerful open-source models without needing
Open-source AI is catching up to proprietary frontier models, but the hardware needed to run them are gatekept.
@b3labs is launching B3IQ so anyone can own their own intelligence.
@darylX24 and @viktoriya0x (B3) and @yorkerhodes (Microsoft/NYU) join Stateful, hosted by
Open-source AI is catching up to proprietary frontier models, but the hardware needed to run them are gatekept.
@b3labs is launching B3IQ so anyone can own their own intelligence.
@darylX24 and @viktoriya0x (B3) and @yorkerhodes (Microsoft/NYU) join Stateful, hosted by
