The Year Ahead – Jan 2023 Following what was a difficult year for the blockchain industry in 2022, we discuss some of the major events in a year-in-review recap. The investment team also shares their perspectives on how 2023 may unfold, including insights into which sectors we are monitoring for potential growth. Founder and Managing Partner Dan Morehead also discusses his view on the digital asset markets in the broader macro context.
Market Update – Apr 2023 Pantera portfolio company Offchain Labs, the developer of Arbitrum, had a major milestone with the launch of the Arbitrum DAO token. We share our thoughts on the importance of this launch and the progress they’ve made as a leading layer-2 scaling solution. The team also revisits how DeFi worked great – so great that even centralized exchanges like Coinbase are launching their own chains.
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