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Pantera Capital
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Pantera Capital
@PanteraCapital
First U.S. institutional asset manager focused exclusively on blockchain technology. Subscribe to our monthly letter: https://t.co/Gy0Apw7uUG…
San Francisco, CA Katılım Ocak 2014
468 Takip Edilen220.4K Takipçiler
Pantera Capital retweetledi
Pantera Capital retweetledi
Pantera Capital retweetledi
Pantera Capital retweetledi
: : We're excited to announce that @FourPillarsFP has raised Series A Funding from @PanteraCapital and @further.
This round marks our next chapter: scaling from a research firm into an institutional-focused blockchain research and infrastructure provider.
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Pantera Capital retweetledi
Extremely excited to coauthor this Institutional Guidebook with the @FourPillarsFP team - covering DeFi, stablecoins, RWAs, agentic commerce and more.
Four Pillars consistently writes some of the best research, for both the Korean audience and beyond - I’ve taken a bunch of inspiration from their work in my own writings.
We’re excited to work with the Four Pillars team not just as an investor, but more importantly as a thought partner - sharing our perspectives on blockchain for institutions in Korea, the U.S., and beyond.
Four Pillars@FourPillarsFP
: : Introducing Blockchain Guidebook for Korean Institutions 2026 Co-researched with @PanteraCapital, this report is designed for Korean enterprises and financial institutions preparing for the next phase of the onchain economy. 👇
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Pantera Capital retweetledi
The idea that we’d need to verify humanity identity on the internet was a far fetched idea 8 years ago when @alexblania and @sama cofounded World.
Now an identity layer for the internet is a consensus viewpoint and WorldID is leading the way forward.
Pantera Capital@PanteraCapital
Sam Altman @sama joins @cosmo_jiang to discuss why proof of human is necessary in the age of AI. @masonnystrom also joins to share why Pantera invested in @worldnetwork. In this episode, they cover: - AI is advancing faster than Sam expected. The need for proof of human has never been stronger. - Agents need to move money. Agentic payments are one of Sam's most personally exciting use cases. - Proof of human as a substrate: driver's licenses, education, and employment credentials all appended to a verified human identity. - Targeted advertising is the first massive use case as AI agents flood the internet. - Advertisers will pay a premium for verified human impressions. - World has 18 million verified humans today with 4 billion smartphone users as the addressable market. 01:27 Sam Altman's Keynote at World’s Lift-Off Event 02:12 Why World Was Built 03:48 Blockchain x AI 04:08 World ID Use Cases 04:47 World's Founding Vision 05:10 World ID Trajectory 05:50 Why Pantera Invested in World 06:45 Sam Altman Saw This Coming 07:10 Proof of Human at Scale 10:12 The Value of Digital Identity 11:11 Agents Need a Human in the Loop 11:42 Scaling to Billions of Users 12:53 Enterprise Partnerships
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Spotify: open.spotify.com/episode/2SjxVN…
Apple Podcast: podcasts.apple.com/us/podcast/sam…
Youtube: youtu.be/f31Yj5tRMgc
YouTube
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Join us tomorrow at 12pm ET as we present Pantera's framework for how AI and blockchain intersect.
panteracapital.zoom.us/webinar/regist…
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Sam Altman @sama joins @cosmo_jiang to discuss why proof of human is necessary in the age of AI.
@masonnystrom also joins to share why Pantera invested in @worldnetwork.
In this episode, they cover:
- AI is advancing faster than Sam expected. The need for proof of human has never been stronger.
- Agents need to move money. Agentic payments are one of Sam's most personally exciting use cases.
- Proof of human as a substrate: driver's licenses, education, and employment credentials all appended to a verified human identity.
- Targeted advertising is the first massive use case as AI agents flood the internet.
- Advertisers will pay a premium for verified human impressions.
- World has 18 million verified humans today with 4 billion smartphone users as the addressable market.
01:27 Sam Altman's Keynote at World’s Lift-Off Event
02:12 Why World Was Built
03:48 Blockchain x AI
04:08 World ID Use Cases
04:47 World's Founding Vision
05:10 World ID Trajectory
05:50 Why Pantera Invested in World
06:45 Sam Altman Saw This Coming
07:10 Proof of Human at Scale
10:12 The Value of Digital Identity
11:11 Agents Need a Human in the Loop
11:42 Scaling to Billions of Users
12:53 Enterprise Partnerships
English
We're reaching an inflection point where AI generates more information than humans.
Distinguishing agents from humans is a critical moat for trust online.
@sama explains why @worldnetwork built World ID with a goal of preserving the human layer of the internet.
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Pantera Capital retweetledi
🤩SPEAKER ALERT🤩
@dan_pantera, Founder & Managing Partner at @PanteraCapital, is joining us at CoBuild.
The macro investor who went all-in on crypto in 2013 has a new thesis.
📆 April 28
🍕 NYC.
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Read our full @worldnetwork investment thesis:
x.com/PanteraCapital…
Pantera Capital@PanteraCapital
In a world where AI agents and AI-generated content are ubiquitous, how will we distinguish what's truly human? @worldnetwork is building the identity layer for the AI age—privacy-preserving, global, and onchain. @cosmo_jiang & @0xhopydoc unpack our thesis: panteracapital.com/world-a-missio…
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Pantera Capital retweetledi
Enjoyed this discussion on future of agentic payments
Pantera Capital@PanteraCapital
Cards vs stablecoins for agentic payments? Both. And here is why. @cuysheffield (@Visa Crypto) and @0xfishylosopher (@PanteraCapital) join our Stateful podcast, hosted by @masonnystrom. In this episode, they cover everything at the intersection of payments, AI, and crypto: - Stablecoin supply up 40%, adjusted volume up 90% in 2025 and still accelerating - The AI mullet: cards in the front, stablecoins in the back - Vibe coders are the most exciting customer segment on the planet. One human companies are coming. - Kill the API key: wallet identity over X402 and MPP is a 10x better developer experience - Why cards are the best way for agents to pay and be paid. 01:08 How Stablecoins Grew 40% in 2025 02:42 Why Stablecoins Work Like Cards 04:16 Visa's Payment Infrastructure Play 05:14 Permissionless vs Vertical Stablecoin Networks 07:32 Agentic Payments: Real vs Hype 09:04 x402: The Agenctic Inflection Point 09:30 Killing API Keys With Wallets 13:00 Building for the Vibe Coder 14:54 Cards vs Crypto: The Real Debate 16:50 What Actually Works for Builders 18:49 Cross-Chain Payment Infrastructure 21:36 Keys, Wallets & User Experience 24:36 Future of Autonomous Payments 29:13 What Gets Builders Most Excited 34:31 Agentic Payment Holy Grails
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Pantera Capital retweetledi
Had an absolute blast jamming about cards, stablecoins, and the future of agentic payments with @masonnystrom and @cuysheffield !!
Come listen to our latest Stateful podcast @PanteraCapital
Pantera Capital@PanteraCapital
Cards vs stablecoins for agentic payments? Both. And here is why. @cuysheffield (@Visa Crypto) and @0xfishylosopher (@PanteraCapital) join our Stateful podcast, hosted by @masonnystrom. In this episode, they cover everything at the intersection of payments, AI, and crypto: - Stablecoin supply up 40%, adjusted volume up 90% in 2025 and still accelerating - The AI mullet: cards in the front, stablecoins in the back - Vibe coders are the most exciting customer segment on the planet. One human companies are coming. - Kill the API key: wallet identity over X402 and MPP is a 10x better developer experience - Why cards are the best way for agents to pay and be paid. 01:08 How Stablecoins Grew 40% in 2025 02:42 Why Stablecoins Work Like Cards 04:16 Visa's Payment Infrastructure Play 05:14 Permissionless vs Vertical Stablecoin Networks 07:32 Agentic Payments: Real vs Hype 09:04 x402: The Agenctic Inflection Point 09:30 Killing API Keys With Wallets 13:00 Building for the Vibe Coder 14:54 Cards vs Crypto: The Real Debate 16:50 What Actually Works for Builders 18:49 Cross-Chain Payment Infrastructure 21:36 Keys, Wallets & User Experience 24:36 Future of Autonomous Payments 29:13 What Gets Builders Most Excited 34:31 Agentic Payment Holy Grails
English
Spotify: open.spotify.com/episode/62eoxg…
Apple Podcast: podcasts.apple.com/us/podcast/age…
Youtube: youtu.be/R-qZt0PFAco
YouTube
English
Cards vs stablecoins for agentic payments? Both. And here is why.
@cuysheffield (@Visa Crypto) and @0xfishylosopher (@PanteraCapital) join our Stateful podcast, hosted by @masonnystrom.
In this episode, they cover everything at the intersection of payments, AI, and crypto:
- Stablecoin supply up 40%, adjusted volume up 90% in 2025 and still accelerating
- The AI mullet: cards in the front, stablecoins in the back
- Vibe coders are the most exciting customer segment on the planet. One human companies are coming.
- Kill the API key: wallet identity over X402 and MPP is a 10x better developer experience
- Why cards are the best way for agents to pay and be paid.
01:08 How Stablecoins Grew 40% in 2025
02:42 Why Stablecoins Work Like Cards
04:16 Visa's Payment Infrastructure Play
05:14 Permissionless vs Vertical Stablecoin Networks
07:32 Agentic Payments: Real vs Hype
09:04 x402: The Agenctic Inflection Point
09:30 Killing API Keys With Wallets
13:00 Building for the Vibe Coder
14:54 Cards vs Crypto: The Real Debate
16:50 What Actually Works for Builders
18:49 Cross-Chain Payment Infrastructure
21:36 Keys, Wallets & User Experience
24:36 Future of Autonomous Payments
29:13 What Gets Builders Most Excited
34:31 Agentic Payment Holy Grails
English
Blockchain technology has reached an inflection point.
Some of the world’s largest financial institutions are rolling out tokenization, exploring 24/5 and 24/7 trading, while decentralized identity is taking on new urgency in the age of AI.
Yet within our portfolio, companies continue to execute, take share, and build through the cycle.
In this issue, we highlight four companies at different stages and across different parts of the stack:
- @Figure
- @OndoFinance
- @SurfAI
- @m0
panteracapital.com/portfolio-spot…
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Pantera Capital retweetledi
Heading to Asia for the next few weeks to chat about stablecoins, tokenization, and the AI agent economy:
Hong Kong - Shenzhen - Shanghai - Seoul.
I'm always invigorated by feeling what's actually happening on the ground in Asia. It's more important than ever when you consider:
1) Hong Kong just granted its first two stablecoin licenses to @HSBC and a @StanChart JV to begin modernizing one of the world's oldest currencies.
2) "Raising lobsters" as THE viral phenomenon in China this year, where literal crowds gathered for public @openclaw workshops.
3) Shanghai is building cross-border blockchain rails for trade finance in the world's largest and busiest trading port by container throughput for the last 16 years running.
4) Shenzhen is running a blockchain-based trade verification platform to unlock credit rates as low as 3% for companies at the heart of the world's robotics industry.
5) South Korea holds more crypto investors than stock investors - 32% of the population holds digital assets - and just opened the market to ~3,500 listed companies + new stablecoin and market structure legislation.
Excited to meet founders, institutions, investors, and partners across Asia + soak up a ton of learning & first-hand experience!
First stop: speaking at the Hong Kong Web3 Festival (@festival_web3 ) next week. DM / find me if you're around!
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Watch the full episode of Stateful:
YouTube: youtu.be/TjzMZqN_29k
Spotify: open.spotify.com/episode/68rAmK…
Apple Podcasts: podcasts.apple.com/us/podcast/cap…
YouTube
English
AI agents are projected to handle 25-30% of all US online commercial sales within the next five years, representing $183 trillion in transaction volume.
Sandy Kaul (Franklin Templeton) and @iandebode (@OndoFinance) on Stateful:
Agents need decentralized blockchain rails for speed, smart contract automation, digital identity, and real-time comparative shopping to minimize costs.
The shift to on-chain rails is coming fast.
@FranklinBi @FTDA_US
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