$AVNT is now live on Robinhood. We're excited to partner with the world's most trusted trading platform for global assets, as we continue bringing global asset trading onchain. The universal leverage layer continues to expand.

I've been a Robinhood user for nine years, so this is particularly special for me. Robinhood began with a vision to democratize retail access to global assets, and there's no doubt they've revolutionized retail trading forever. We're building Avantis because we share a

Super excited to launch Stateful, the Pantera Capital Podcast! The first episode is live, where Franklin Bi, paul.nft, and I chat about a few topics: - Robinhood vs. Coinbase stock - Stablecoin payment chains - Privacy as venture category vs. privacy as feature - The

The first episode of our Stateful podcast is out 😎 Excited to share the inner workings of how we think, debate, and lead across the crypto venture landscape. This session covered: - Today's venture landscape in blockchain / crypto - Where Digital Asset Treasuries go from here

alpha ⬇️⬇️⬇️

2025 was our biggest year ever and it’s not even particularly close. Here were our key milestones (mega-thread incoming) 🧵

100%. And this is where Monkey Tilt wins. No one understands this player retention dynamic better than Señor Tilt, coming from a Vegas background. Their VIP program is unmatched.

Nvidia’s largest deal ever! Nvidia announced a ~$20B licensing and talent partnership with Groq Inc. Huge congratulations to the Groq team. Pantera Capital is proud to have backed sunny madra and Gavin early via Definitive’s Series A in 2022 and to see that conviction

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Big year 🤯 looking forward to more of this in 2026! - 31 venture rounds deployed - 85% lead rate (17 of 20 new investments) - 4 portfolio IPOs with a combined market cap of $33B - $200M Robinhood acquisition of Bitstamp - 265 companies in the portfolio Full recap ⬇️

Backed by conviction. Focused on what’s next.

I’ve been investing in blockchain for over a decade now, and the best years are never the smoothest ones. In 2025, @panteracapital led 85% of our deals and deployed more capital than ever before. Stage breakdown by deal count: - Series A (48.4%) - Seed (25.8%) - Series B

It's too easy to lose sight of what a monster year 2025 was for crypto. It was truly like no other in our 13 years. A peek at the annual wrap-up for Pantera Capital 👇🏼 4 portfolio IPO's - $33B+ in total mkt cap: @Circle Figure Gemini @AmberGroup_io 20+ new portfolio

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Today we’re launching the very first Notional Exponent vault: $mAPOLLO from Midas and Apollo Crypto

It's never been more costly to: > have a manager's schedule vs maker's > use Outlook vs Gmail > have meetings, chats or emails that could've been docs > work with ppl who aren't prompt-first > be AI-adjacent instead of AI-native if you're out of date, you're losing

Super Bowl LX is in 2 days If you’re trading NFL markets, platform choice matters. We analyzed 282 games to compare pricing speed, volatility, and liquidity on Kalshi vs Polymarket Faster pricing may not mean deeper liquidity🧵

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I spent the last few months writing a 4000 word thesis on "crypto neobanks" - looking at neobank history, market landscape, revenue models, and gaps for builders. Here's a TLDR: - The first wave of fintech neobanks (SoFi, Chime, Revolut, Wise) happened in the mobile era. They

The BlackRock BUIDL x Uniswap Labs 🦄 integration matters because it defines the blueprint for how institutional capital will show up onchain. For years the debate was binary ie permissioned chains vs. public chains, enterprise blockchain vs. open protocols etc. The flawed