Dan Morehead

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Dan Morehead

Dan Morehead

@dan_pantera

Founder, Managing Partner @PanteraCapital – the first investment firm in the U.S. to launch digital currency, early-stage token, and blockchain venture funds.

Dorado Beach Katılım Ekim 2011
224 Takip Edilen164.9K Takipçiler
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Dan Morehead
Dan Morehead@dan_pantera·
Pantera Bitcoin Fund recently achieved an insane milestone – 1,000x. The post-election surge has taken the fund a further 30% higher. The Fund’s lifetime return is now 131,165%­ – net of fees and expenses. My current outlook on #Bitcoin: panteracapital.com/blockchain-let…
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Dan Morehead
Dan Morehead@dan_pantera·
Mackenzie published a detailed quantitative analysis of biotech platforms. Good place to start to understand how platform companies from Moderna with mRNA to Isomorphic with AI reach patients and are valued in markets.
Mackenzie Morehead@mackenziejem

New Post: Quantitative Look at Biotech Platforms Plenty has been written about bio platform strategy but no one's put numbers around it We used a whole lotta tokens to compile clinical, partnership + financial data on the 100 most successful public platform biotechs of all time

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Dan Morehead
Dan Morehead@dan_pantera·
AI agents aren't going to go down the street to an ionic column, marble bank to get a normal bank account, and transact in paper money. They have to use electronic money. So, as AI agents become more impactful, they have to use blockchain assets and that will just increase the demand for blockchain assets.
Pantera Capital@PanteraCapital

We’re witnessing a convergence of AI and crypto. AI agents can't walk into a bank, open an account, or transact in paper money. Crypto provides the financial rails for AI agents to exchange value online. As AI adoption grows exponentially, we believe crypto demand will follow naturally. @dan_pantera @bloomberg @crypto

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Dan Morehead
Dan Morehead@dan_pantera·
Looking forward to a great conversation with @fundstrat (Tom Lee) today at Ondo Summit at 10:40am EST. We'll discuss the macro environment, regulation, and the evolution of onchain finance.
Ondo Finance@OndoFinance

Tokenization is inevitable. “Tokenization has crossed from concept into inevitability, unlocking global liquidity, faster settlement, and broader access.” Dan Morehead, Pantera Capital. One of many institutional leaders gathering at the Ondo Summit in under 30 days.

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Ondo Finance
Ondo Finance@OndoFinance·
Tokenization is inevitable. “Tokenization has crossed from concept into inevitability, unlocking global liquidity, faster settlement, and broader access.” Dan Morehead, Pantera Capital. One of many institutional leaders gathering at the Ondo Summit in under 30 days.
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Pantera Capital
Pantera Capital@PanteraCapital·
U.S. crypto policy has undergone a near-total reversal under the Trump administration in 2025. A new, crypto-positive path is evident at regulatory agencies such as the SEC and the CFTC, and the Executive branch. @kspaglia details key milestones in policy and regulation this year:
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Dan Morehead
Dan Morehead@dan_pantera·
Mackenzie details the frontiers of sleep research and how a drug enabling a six-hour sleep schedule with no side effects could be brought to market.
Mackenzie Morehead@mackenziejem

New post: Ozempic for Sleep <0.5% of biopharma R&D is for sleep, only going to narcolepsy, insomnia + OSA But all neurological conditions are sleep disorders. AD, PD, depression, etc And sleep is on of the only truly population-scale GLP-like opportunities We detail the research

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Mason Nystrom
Mason Nystrom@masonnystrom·
Super excited to launch Stateful, the @PanteraCapital Podcast! The first episode is live, where @FranklinBi, @veradittakit, and I chat about a few topics: - Robinhood vs. Coinbase stock - Stablecoin payment chains - Privacy as venture category vs. privacy as feature - The future of the L1 trade Watch below! Like, subscribe, and comment! 00:20 Pantera Podcast Introduction: Stateful 00:57 State of Crypto Venture – The Data 01:38 Why Deal Count Dropped 50% 03:53 Circle IPO & The Exit Story 07:10 Digital Asset Treasuries – What’s Next? 11:51 Investment Themes & Trends 12:43 Tokenization Multi-Decade Play 14:15 ZK-TLS and Non-Custodial Data 16:28 Stablecoin Payment Rails 18:10 Prediction Market Unlock 21:58 Bullish or Bearish: $HOOD vs. $COIN 27:54 Bullish or Bearish: Stablecoin Payment Chains 34:18 Privacy as Feature vs. Product 38:28 The Timeline: Vesting Schedules 44:34 Is the L1 Trade Dead? Spotify 👉open.spotify.com/episode/0ygbIl… Youtube 👉 youtube.com/watch?v=wIh8KZ… Apple podcast 👉podcasts.apple.com/us/podcast/sta…
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Pantera Capital
Pantera Capital@PanteraCapital·
2025 was a year of structural progress for the crypto industry. @EriksOutpost highlights these advancements as the “caissons to support durable, long-term growth.”
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Pantera Capital
Pantera Capital@PanteraCapital·
While prices may have fallen short of expectations, this year delivered more structural progress than any in crypto’s history. Institutional investments deepened, policies evolved, and infrastructure matured. Our year-end blockchain letter breaks down key milestones in 2025: panteracapital.com/blockchain-let…
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Charlie
Charlie@_charlienoyes·
Some personal news: I’ll be stepping down as a General Partner at Paradigm. I joined Paradigm 8 years ago, at 19. Contributing to building the firm from the ground up, alongside Matt, Fred, Alana, and the team, has been an incredible experience.
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Dan Morehead
Dan Morehead@dan_pantera·
Mackenzie details: – Why has solar gotten cheap – Why did electricity prices still go up – Where is cost of energy most likely headed – And what companies to build to maximally leverage cheap energy
Mackenzie Morehead@mackenziejem

New Post: What to Do if Energy Gets Cheap? We discuss (w possibly excessive) detail solar's historical cost drivers and likely future costs Then go into a few less often discussed categories we're excited about: SOECs, cultivated meat, metals production, and more

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Pantera Capital
Pantera Capital@PanteraCapital·
What triggered October’s largest crypto liquidation event? What is x402 and why does it matter for AI? Is the @Zcash privacy revival real? What's next for DATs? Our team analyzes the latest crypto developments in our November Blockchain Letter: panteracapital.com/blockchain-let…
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Pantera Capital
Pantera Capital@PanteraCapital·
Regulatory headwinds are now tailwinds, scaling liquidity and institutional partnerships for the next phase of crypto adoption. @bgarlinghouse | @Ripple @dan_pantera | @PanteraCapital Watch the full session for more insights 👇
Pantera Capital@PanteraCapital

Conviction Compounds. @Ripple CEO @bgarlinghouse joined @dan_pantera at Pantera Blockchain Summit 2025 to reflect on crypto’s beginnings and how the industry adapted through every cycle. 00:10 Crypto's First Decade 02:17 Contrasting Money over IP and Voice over IP 04:19 XRP ≠ Ripple 06:31 Current Ripple Use Cases 08:01 Crypto’s Next Decade 11:28 XRP Performance Metrics 14:20 SEC vs Ripple 16:17 Building Ripple in America 18:51 @HiddenRoadHQ & @RailFinancial Acquisitions 20:27 Ripple Share Buybacks

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Keşfet

@PanteraCapital @fundstrat @cosmo_jiang @BitGo @mikebelshe @kspaglia @FranklinBi @veradittakit