@lokpray being on crypto should comport a discount, I would think?
or perhaps your point is that crypto users are even more slippage tolerant than your average retail user, and that's why there's a premium?
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Cosmo Jiang
1.4K posts
Cosmo Jiang
@cosmo_jiang
Investor - Digital Assets | GP + PM @PanteraCapital | @solana_company | @novariverxyz | Opinions are my own, not investment advice
Katılım Ocak 2017
391 Takip Edilen7K Takipçiler
@cosmo_jiang You are paying for crypto premium here instead. It’s just (a bit) more liquid here
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Internet Capital Markets
Smart investors avoiding the triple layer fees and instead choosing frictionless blockchain tails to access late stage privates
gum@gumsays
This guy is up +$2M on Anthropic shares bought on Solana He bought $524K at an average of ~$182 and is still holding most shares. Retail is watching VCs run OpenAI, Anthropic and SpaceX to Trillions. With @PreStocks, you can buy/sell/trade any pre-IPO stock
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Nothing beats field research, but some investors are only willing to go so far
@citrini and team wildly exceeding expectations vs me "counting cars in the parking lot"
Looking for any analysts with that level of dedication to join our team!
Citrini@citrini
Strait of Hormuz: A CitriniResearch Field Trip The Field Report from Analyst #3 is live. citriniresearch.com/p/strait-of-ho…
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The need for Proof of Human is becoming increasingly clear
Adoption happening across multiple enterprises. Reddit just announced integration today. Who’s next?
Alex Blania@alexblania
Agentic capability is improving fast. We believe Proof of Human is becoming critical for the internet and many of the platforms we use (like X). This paper explains why FaceID, face biometrics & government IDs won’t solve the problem, and what properties are most important.
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AI adoption is maturing faster than prior tech cycles, yet it still feels early innings
A key point @0xfishylosopher highlights is the movement of builders from FinTech into agent-tailored products, and increasingly blockchain rails
The best builders are migrating toward the same opportunity - I smell an inflection point
The Rollup@therollupco
Pantera Capital's @0xfishylosopher and @cosmo_jiang sat down with us to separate the real thesis from the noise on agentic finance. - Three things most people get wrong about agentic payments. - Why 'agent banking' is the actual category. - And the specific infrastructure stack that needs to exist before agents can handle money autonomously. Here's the breakdown.
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Cosmo Jiang retweetledi
Solana is the becoming the stablecoin market leader.
Solana now leads all chains in adjusted stablecoin volume, according to @AlliumLabs — filtering out wash activity and CEX internal flows.
February market share:
Solana — 36%
Ethereum — 30%
Tron — 15%
Base — 11%
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Cosmo Jiang retweetledi
Crypto is outperforming amid broader volatility because it was deeply oversold after October.
@cosmo_jiang, General Partner at Pantera on @CNBC Crypto World: Bitcoin and digital assets traded at a discount to long-term trend and strong fundamentals while gold and speculative stocks ran hot.
Now investors are returning to the safe-haven story: borderless, sovereignless, and untouched by geopolitical conflict.
Interesting entry point emerging.
@KenzieSigalos
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Cosmo Jiang retweetledi
From OpenClaw to x402, AI-native financial infrastructure is emerging on-chain.
@SPLehman and @cosmo_jiang outline why agentic commerce is a massive tailwind for blockchain.
Cosmo Jiang@cosmo_jiang
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Cosmo Jiang retweetledi
Loved working on this paper with @cosmo_jiang! There is a ton of noise re: where blockchains can actually provide value for agentic finance. TLDR: retail e-commerce, meh | agent-scale microtransactions, exciting!
We spend some time getting into the best uses cases below👇
Cosmo Jiang@cosmo_jiang
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Enterprises and AI Agents are going to accelerate payments activity on Solana
Maya@CaddleMaya
@Visa, @PayPal , @WesternUnion, and @Fiserv aren't piloting Solana. They're live in production. 480B+ transactions. 6 years live and in production. We just launched @solanapayments and payments.org to help you see what payments on @solana actually menas
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While not obvious to most, AI will meaningful accelerate blockchain adoption
@ccatalini writes about one of the most clear reasons, which is the need for verification and identity (that is censorship resistant, global, permissionless)
@worldnetwork doing interesting things here
Christian Catalini@ccatalini
1/ Some Simple Economics of AGI—🔥🧵 Right now, there is a low-grade panic running through the economy. Everyone is asking the same anxious question: what exactly is AI going to automate, and what will be left for us?
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Cosmo Jiang retweetledi
Bitcoin’s relative strength at 17 signals extreme weakness, pacing for its worst week since November 2020.
Context matters:
- BTC has traded in line with risk assets this year.
- The IGV software index is down 21%, with many software stocks off 30–40%.
- Locally, Bitcoin looks oversold.
@cosmo_jiang on @CNBCTheExchange.
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Cosmo Jiang retweetledi
2025 was not a fundamentals-driven year for returns in the crypto markets.
@Cosmo_Jiang outlines key moments from last year that led to a divergence between Bitcoin and the broader token market in our latest blockchain letter.
Here are key insights from 2025
Pantera Capital@PanteraCapital
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Custody is a durable high-trust business
Market debate is whether BitGo gets credit for a high 20%s revenue growth algo and approaches 10-12x EV/Revenue like FIGR/BLSH or if it trades on a more mature 20-25x EBITDA
Congrats to @BitGo @mikebelshe
BitGo@BitGo
🇺🇸
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DATs are a new take on a longstanding business model - that of financial services companies
Great to see that the education and advocacy work the industry did has helped MSCI get to the right conclusion
DATs remain eligible for index inclusion
app2.msci.com/webapp/index_a…
Watcher.Guru@WatcherGuru
JUST IN: MSCI decides not to exclude Bitcoin & crypto treasury companies from its indexes.
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It's heartening to see crypto continuing to mature - in this case, debating the nuanced pros/cons of buybacks
Ultimately investors want to own businesses with thoughtful capital allocation - whether investing in growth, buybacks (investing in itself) or dividends
I trust @mikeahorton @GEODNET
Mike Horton@mikeahorton
A thread on Buyback and Burn and why @GEODNET has used it from day 1. I believe automated, frequent, and small on-chain buybacks and burns are the best way to support a protocol. One consequence — this does NOT impact token price much in any short-term window. Moreover …
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