Pantera Capital

@PanteraCapital

Backing founders at the frontier of the digital economy since 2003. Subscribe to our monthly letter: panteracapital.com/subscribe-bloc…

San Francisco, CA

Pinned
Pantera Capital
@PanteraCapital
Sep 29
Pantera's latest State of Tokenization report is out. We analyzed the $332bn tokenization market across 671 assets. Institutions entered in force this quarter. J.P. Morgan, HSBC and Fidelity launched onchain products. BlackRock's BUIDL moved $441mn onchain in June, runs a
The State of Tokenization :: September 2026 Report
From panteracapital.com
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Pantera Capital
@PanteraCapital
Oct 29
Money, markets, and machines. That’s where Pantera is investing, and our October Portfolio Spotlight shows two companies building at that intersection: → @FissionXYZ makes tokenized funds easier to sell. Rather than waiting on redemption windows that can stretch to ~200 days,
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Pantera Capital
@PanteraCapital
Oct 23
In an AI compute short squeeze, everyone in the stack looks smart. That doesn’t tell you who earns durable long-term returns. You can be right on demand and still own the wrong businesses. Today we estimate that every incremental GW of data center capacity currently generates
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Pantera Capital
@PanteraCapital
Oct 19
Tokenization does not create liquidity. Somebody has to underwrite the risk. Jon Shaffer and @steveonchain (Fission, @FissionXYZ) join Stateful, hosted by Franklin Bi, as we announce our investment leading their Series A: - $18 trillion in private markets, still running on
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Pantera Capital
@PanteraCapital
Oct 18
Tonight at @money2020: @dan_pantera keynotes the Main Stage at 5pm. See you there.
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