Thanks to the rise of memecoin trading, Solana has become the most active DEX ecosystem, according to Cody Poh, investment analyst at Pantera CapitalLiquid Token Fund. Raydium, the leading DEX on Solana and a major beneficiary of its strong growth, has also seen a significant increase in trading volume. The protocol currently accounts for more than 50% of all DEX trading volume in the Solana ecosystem. Cody Poh believes Raydium has strong growth prospects, provided that Solana...
Pantera CapitalLiquid Token Fund投资分析师Cody Poh分析称,得益于 memecoin 交易的兴起,Solana 已成为 DEX 活动最多的生态系统。作为 Solana 上领先的 DEX 及其强劲增长的主要受益者,Raydium 的交易量也大幅增加。该协议目前占Solana生态系统中所有 DEX 交易量的 50% 以上。 Cody Poh认为Raydium具有强劲的增长前景,前提是 Solana 的...
In the latest issue of "Blockchain Letter", Pantera Capital founder Dan Morehead says that the old Wall Street adage "buy rumor, sell news" does not apply to the launch of a spot bitcoin ETF. For bitcoin ETFs, you should "buy rumor, buy news". Bitcoin has risen 103% since the launch of a bitcoin ETF in 2024. Dan Morehead says that the US election is another "buy rumor, buy news". The impact of the US election is not fully understood, and it is certainly not priced in bitcoin.
Pantera Capital创始人Dan Morehead在最新一期”Blockchain Letter“中表示,华尔街的古老格言”买谣言,卖新闻“并不适用于现货比特币ETF的推出,对比特币ETF应该“买谣言,买新闻”,自2024年比特币ETF推出以来,比特币已上涨103%。Dan Morehead表示,美国大选是又一次“买谣言,买新闻”,美国大选的影响尚未被完全理解,而且肯定没有被比特币价格计价(price in)。
Lauren Stephanian, general partner at Pantera Capital, expects "some big acquisitions" in 2025, explaining: "Strategists have been accumulating capital, and as the price of the token has risen, so has the size of the capital, and many companies and protocols are now looking to absorb competitors and increase their output in this market." (TheBlock)
Pantera Capital 普通合伙人 Lauren Stephanian 预计 2025 年将出现“一些大型收购”,她解释说:“战略家们一直在积累资金,而随着代币价格的上涨,资金规模也随之膨胀,许多公司和协议现在都在寻求吸收竞争对手,并提高其在这个市场的产出。”(TheBlock)
On December 31st, Lauren Stephanian, a partner at Pantera Capital, said that with the promotion of pro-crypto policies in the United States, crypto venture capital is expected to increase in 2025, and investors are more positive about the deployment of funds. Stephanian pointed out that the bull market will not last long, and it remains to be seen when it will begin to slow down in 2025. Pantera will continue to invest widely in crypto and blockchain, with a focus on crypto AI, decentralized phy...
12月31日消息,Pantera Capital合伙人Lauren Stephanian表示,随着美国亲加密政策推动,2025年加密风险投资有望增加,投资者对资金部署持更积极态度。 Stephanian指出,牛市不会持续太久,2025年何时开始放缓仍有待观察。Pantera将继续在加密和区块链领域进行广泛投资,重点关注加密AI、去中心化物理基础设施网络(DePIN)以及具备更强应用层功能的新型Layer 1区块链。
Lauren Stephanian, partner at Pantera Capital, said that crypto venture capital investment is expected to increase in 2025 as pro-crypto policies in the United States drive, and investors are more positive about the deployment of funds. Stephanian pointed out that the bull market will not last long, and it remains to be seen when it will begin to slow down in 2025. Pantera will continue to invest widely in crypto and blockchain, with a focus on crypto AI, decentralized physical infrastructure ne...
Pantera Capital合伙人Lauren Stephanian表示,随着美国亲加密政策推动,2025年加密风险投资有望增加,投资者对资金部署持更积极态度。 Stephanian指出,牛市不会持续太久,2025年何时开始放缓仍有待观察。Pantera将继续在加密和区块链领域进行广泛投资,重点关注加密AI、去中心化物理基础设施网络(DePIN)以及具备更强应用层功能的新型Layer 1区块链。
12:00-21:00 Keywords: MicroStrategy, founder of Pantera, MOODENG 1. South Korea imposes sanctions on North Korean cryptocurrency hackers and IT personnel. 2. Bloomberg: Bitcoin rose on the back of MicroStrategy's planned stock offering. Key topics for crypto legislation in the United States in 2025 include the Stablecoin Act and the FIT21 Act. 4. Founder of Pantera: The Pantera Bitcoin Fund has achieved a compounded annual growth rate of 89% over the past 11 years. 5. Vitalik donated 10 million ...
12:00-21:00关键词:MicroStrategy、Pantera创始人、MOODENG 1.韩国对朝鲜加密货币黑客和IT人员实施制裁; 2.彭博社:比特币受MicroStrategy计划增发股票推动而上涨; 3.美国2025年加密立法的重点议题包括稳定币法案和FIT21法案; 4.Pantera创始人:Pantera比特币基金11年来的年复合增长率达89%; 5.Vitalik向泰国Khao Kheow动物园捐赠1000万泰铢,将为MOODENG开发专门的展区。
Pantera founder Dan Morehead said in a recent interview that Bitcoin's four-year cycle pattern will continue, and the market will experience a big bull market, followed by a bear market. But the only difference is that after three 85% declines in the past 12 years, the next pullback may only be 50% or 60%. At least for Bitcoin, there may still be more volatility in small currencies. If the four-year cycle is followed, April 19 this year is the halving time. It is expected that 202...
Dan Morehead, founder of Pantera Capital, revealed in a recent interview that the Pantera Bitcoin Fund has achieved a compound annual growth rate of 89% over the past 11 years, which means that it has doubled every year on average. Dan Morehead said that in any ordinary asset class, if an asset doubles in a year, you really should not buy it, because it may indicate an overvaluation, but Bitcoin is not the same. However, there is a very important investment principle here: your investment amount...