Erik Lowe

2025 was a year of structural progress for the crypto industry. @EriksOutpost highlights these advancements as the “caissons to support durable, long-term growth.”

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…

Flight to… privacy? I share some thoughts on @Zcash and the broader privacy resurgence in @PanteraCapital’s latest Blockchain Letter. Privacy isn’t just coming back – it’s becoming easy, intuitive, and built into the user experience.   Check it out: #zcash" target="_blank" rel="nofollow noopener">panteracapital.com/blockchain-let…

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…

The opportunity set within blockchain continues to evolve. General Partner @FranklinBi previews what's ahead in our latest blockchain letter: panteracapital.com/blockchain-let… "In the wake of the US presidential election, our industry’s headwinds have become tailwinds. The long-term impact on blockchain innovation and entrepreneurship is profound. It’s impossible to measure the progress that was previously obstructed because of crypto’s unfair and unclear treatment by previous administrations. That progress can now be unlocked as we look ahead towards emerging trends and portfolio strategies for Fund V."

Today Helius $HSDT announced its first acquisition of Solana tokens. Link to press release: globenewswire.com/news-release/2…

Applying the lessons we've learned from anchoring and structuring many of the earliest DATs to a playbook purpose-built to maximize Solana per share. Hello Public Markets, Meet Solana. $HSDT

1/ We believe Solana is approaching a major inflection point in its adoption—by consumers, fintechs, & institutions. Blue-chip companies like Stripe & PayPal are starting to build on it. The stories for Bitcoin and Ethereum have largely been told. Solana's is just beginning 👇

1/ We believe Solana is the most commercially viable blockchain for global markets and payments. It has already emerged as a secular share gainer of onchain economic activity – and it's just getting started. Solana is the reserve asset of @HeliusHSDT $HSDT Here is why 👇

Solana = Faster, Cheaper, More Accessible We are continuing to lean in to SOL with @HeliusHSDT

HSDT @HeliusHSDT is dedicated to evangelizing the properties that make Solana special Solana is faster, cheaper, and more accessible than our legacy financial rails

Pumped for HSDT @HeliusHSDT to build the preeminent SOL treasury, led by @PanteraCapital & Summer. After pioneering DATs and part of the formation of @defidevcorp @BitMNR and @Iamhuman_ORBS, I’m excited to channel everything we’ve learned and the expertise we’ve built into this

Does owning a DAT offer higher return potential compared to holding tokens directly or through an ETF? Why is $BMNR up 1,100% and ETH up 70% over the same period? What's next for prediction markets? Is altseason here? We break it all down here: panteracapital.com/blockchain-let…

So just how effective has @BitMNR been at creating value for shareholders? So far: extremely @cosmo_jiang breaks down what’s driving the surge in BMNR price – which, surprisingly, has been driven less by ETH’s rally than most would expect: panteracapital.com/blockchain-let… Thread👇

"In 2025, tokenization crossed from concept into inevitability." Fintechs are building their own chains. Corporates are issuing directly onchain. The Great Onchain Migration is underway. @FranklinBi unpacks it all — and reveals a deeper shift unfolding: panteracapital.com/blockchain-let…

Dive into the investment case for Digital Asset Treasury companies (DATs) with Tom Lee (@fundstrat) and @cosmo_jiang! Learn why DATs may be a more effective vehicle for crypto exposure than owning an ETF or holding the underlying token directly. 🔎📊

Pantera has created a fund that provides investors access to Digital Asset Treasury (“DAT”) opportunities. We have a robust pipeline of opportunities to deploy fresh capital and are opening access to investors. More on the strategy and how to invest: panteracapital.com/blockchain-let…

We are proud to be an anchor investor in BitMine, where Tom Lee (@fundstrat) will serve as chair and help shape their ethereum treasury strategy. This is the first deal out of Pantera DAT Fund, a new fund we created to provide investors access to Digital Asset Treasury (“DAT”) opportunities. More on the strategy and how you can invest here: panteracapital.com/blockchain-let…

DATs are the talk of the town—companies emulating the MSTR (Strategy, FKA MicroStrategy) playbook of providing crypto exposure via permanent capital vehicles listed on public equities exchanges. Read about the case for Digital Asset Treasury companies: panteracapital.com/blockchain-let…