- Bitcoin uses energy for a reason
- Another way to view Bitcoin's emissions
- Bitcoin's energy relative to other things we use
- Bitcoin & Renewables
- Bitcoin is WORTH IT because it will change society
h/t
@nic__carter
@elonmusk
@Tesla
@PanteraCapital
7/ B3 is led by an incredible team of Base and crypto industry veterans:
@darylX24
(CEO): Ex-gaming & onboarding lead at Base/Coinbase.
@viktoriya0x
(CPO): Ex-social/creator ecosystem lead for Base/Coinbase.
@seangeng
(CTO): Ex-Coinbase Engineering Manager.
The TON Thesis
Today, we're announcing
@PanteraCapital
's investment in
@ton_blockchain
- Telegram’s Layer 1 Blockchain, which we believe will lead the next wave of crypto adoption.
Here is the thesis 🧵
8/ 🌟 Popular projects on NEAR include:
• Sweat Wallet
@SweatEconomy
: A digital wallet for the Sweat Economy, integrated w/NEAR.
• HOT
@hotdao_
: A digital token with easy mining process via Telegram.
• Frax Finance
@fraxfinance
: Enhancing DeFi with NEAR's chain abstraction.
1/ 🌟 In 2019, we
@PanteraCapital
invested in
@NEARProtocol
Today, I am delighted to share more about the incredible evolution of NEAR, which we believe is pioneering the future of blockchain technology and user-owned AI. 🧵
1/ 🚀 Exciting news from the DeFi world!
@OndoFinance
is leading the charge in blending traditional finance with DeFi, revolutionizing how we interact with real world assets.
#DeFi
#FinanceInnovation
Memecoins-A Trojan Horse For Web3
Memecoins have been all the rage lately. Are they a bubble? Or can they add real value to web3?
In this Thread, I’ll share 3 critical insights to understand memecoins and their vast potential.
Let’s dive in!
🚀 Introducing
@OmniFDN
: A breakthrough in Ethereum's rollup ecosystem! Aiming to unify Ethereum as a cohesive operating system for DApps, Omni is here to revolutionize interoperability.
@PanteraCapital
🌐
#Ethereum
#Omni
#DeFi
.
@EigenLayer
is building a novel mechanism called restaking that allows protocols to leverage Ethereum’s security instead of having to build their own validation mechanism 🧵
@PanteraCapital
@sreeramkannan
1/ Last year, we
@panteracapital
announced that we led
@SynFuturesDeFi
’s $22M series B. Today, the team launched V3 on Blast, and we’re excited to share our thoughts on their new oAMM.
A quick thread 👇
📢
#SynFuturesV3
is the first perps DEX to go live on
@Blast_L2
mainnet! 🎉
Users can trade to earn TRIPLE rewards: Blast points, Blast Gold & O_O points, our new points program for V3 🏆
Wen token? More info 👉
Trade on V3 👉
Pantera is proud to have recently led
@Worldwide_WEB3
's $10M Series A round as they create amazing gaming experiences backed by blockchain technology. 🧵
@PanteraCapital
Sentient's technology will pave the way for a new era of artificial intelligence. By fostering an open-source, community-governed approach to AGI, Sentient will empower innovation, collaboration, and transparency. The goal is to see Sentient not only compete with existing AI
We are thrilled to announce Sentient's $85M seed round, co-led by
@foundersfund
with
@peterthiel
, alongside
@PanteraCapital
and
@hiFramework
. This marks a pivotal step in aligning AI development toward a community-built open AGI platform.
Our vision at Sentient is to ensure AI
.
@PanteraCapital
recently led a $22.5M investment in
@m0labs
, a company seeking to transform the financial landscape with an innovative approach that selectively leverages what DeFi and TradFi are good at 🧵
We
@PanteraCapital
are doubling-down on our commitment to the crypto gaming ecosystem with our newest investment: the $18m Seed financing round of
@npclabs_org
, the creators of
@b3dotfun
. 🧵👇
1/ At
@PanteraCapital
we’ve observed that crypto is one of the most fast-moving and multidisciplinary technologies today. In such a complex sector, data-informed decision-making is critical.
Denver?
@PanteraCapital
Pantera House is where you need to be to check out amazing talks by entrepreneurs like
@0xASK
Austin King of
@OmniFDN
Omni! 👨🎓
1/ 🏦 Recently, we
@PanteraCapital
led a $21 million investment into Mezo, a Bitcoin “economic layer.”
In my latest
#VeradiVerdict
, I share more about the emerging Bitcoin DeFi ecosystem and how
@MezoNetwork
fits perfectly into it!
The
@PanteraCapital
investment team has been lean and mean, with a high AUM 💸to team ratio!
We're looking to expand and looking for multiples folks for roles such as Junior Partner, Venture Strategies and Investment Analyst, Liquid Strategies
🌍 Learn investing from the best
At
@PanteraCapital
, we recently published our January Blockchain Letter, where I discussed the state of blockchain venture during the past year in terms of funding & deals, developer activity, and trade volume 🧵
6 years, amazing partner, world class investor, founder friendly, technical thought leader, what more can I say, congrats
@lstephanian
and more than well-deserved!
Earlier this year, tools like
@bonkbot
showcased the potential of Telegram as an interface for trading.
TON-based applications that enable trading within the Telegram interface, such as
@storm_trade_ton
, are beginning to do tens of millions of dollars in daily trading volume.
2. ZK adoption + expanding use cases.
Projects like
@SuccinctLabs
,
@EspressoSys
&
@RiscZero
have developed incredible use cases for zk, and I expect more growth in the sector in the coming year. The tech has exciting applications for identity, bridges, tradfi, and more.
NEW
#veradiverdict
@dojostarknet
is a Cairo-based on-chain game engine for
@starknet
, aiming to use Cairo’s STARK-friendly language trait, to provide a best-in-class developer platform for high-quality blockchain games.
@PanteraCapital
With the recent regulatory news coming out of the United States on crypto, investors and entrepreneurs have been looking outside of the country for a more favorable crypto jurisdiction, and Hong Kong as been emerging and coming on strong!
@PanteraCapital
NEW
#veradiverdict
Traditional blockchain systems have faced significant challenges that hinder their widespread adoption and scalability.
Read about how
@cosmos
introduces an interconnected blockchain paradigm!
@PanteraCapital
Read about the launch of
@vegaprotocol
, an app-specific, proof-of-stake blockchain purpose built for high-throughput derivatives trading at a scale competitive with centralized alternatives
“Introducing 0x v3 is an exciting new chapter for our protocol, as this upgrade will establish 0x as the liquidity API and DEX aggregator for the greater DeFi ecosystem.”
2022 brought a huge amount of achievements and challenges for the crypto industry. As the year wraps up, here's a review of what I predict for the sector in 2023: 🧵
Congrats to
@OmniFDN
for receiving $600m of delegation/security from
@ether_fi
@PanteraCapital
Omni is one of the first projects building on
@eigenlayer
and this significant deal enables a strong start to helping scaling products communicate with each other with low latency and
TVL across Ondo Finance’s yield-bearing products has surpassed $420M, making us the largest tokenized US Treasuries provider. And we are just getting started.
1/ Centralized exchanges (CEXs) have long dominated the market for crypto trading venues. But what if we could merge their friendly UIs with DeFi's transparency and sovereignty?
Enter
@panteracapital
portfolio company Orderly Network.
@OrderlyNetwork
🧵
Welcome to the
@PanteraCapital
team Mason!
Excited to work with you to back compelling applications on the blockchain. 💪
It's time that crypto gets to the mainstream! ⚡️
I’m thrilled to announce that I’m joining the investment team at
@PanteraCapital
, where I’ll be helping invest in the founders that are driving the crypto industry forward!
1/ We
@panteracapital
excitedly co-led the Series A investment in
@NexusLabsHQ
, a breakthrough in ZK cryptography, earlier this year.
Let’s learn about how Nexus is revolutionizing verifiable computation. 🔍🧵
Congrats
@FranklinBi
, took the daunting task of leading our platform strategy and efforts, been an invaluable resource for our entrepreneurs like
@nikil
, and is a tremendous investor looking deeply at spaces like gaming and consumer, again, more than well deserved!
Franklin has spent 10 years building and investing in crypto.
Since joining Pantera in 2019, Franklin has led investments across DeFi, infrastructure, and web3 gaming. He serves on the boards of Pintu (Indonesian crypto exchange), Mezo (Bitcoin Layer 2 network), InfiniGods (web3
The time has come, Omni Omega is live!
Omni’s final testnet combines years of research and development to present the final solution to Ethereum’s rollup fragmentation.
Here’s how to participate in the first AVS on
@eigenlayer
👇
1/ In April 2023, we
@PanteraCapital
announced that we were leading
@m0labs
seed round. Today, we are thrilled that they are introducing what they are working on to the world. 👇