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Investing This Crypto Bull Run with Pantera Capital Paul Veradittakit is the Managing Partner at Pantera Capital. In this episode, we cover the major themes Pantera Capital is investing in this crypto bull run including Bitcoin DeFi, decentralized social, modularity and zero knowledge proofs, RWAs, stablecoins, and crypto x AI. Using their blog post on The Year Ahead as a guide, we gather insights from Paul who’s been investing in crypto startups for over 10 years. ------ 🔗 Essential Show Links 🔗 ► Youtube: https://youtube.com/@defidad ► Apple: https://tinyurl.com/edgepod ► Spotify: https://tinyurl.com/edgepodspotify ► Linktree: https://linktr.ee/edge_pod ► Follow DeFi Dad: https://twitter.com/DeFi_Dad ► Follow Nomatic: https://twitter.com/Nomaticcap ► Learn about DeFi and Web3: http://defidad.com/ ------ The Edge Podcast Sponsor Resources 🌊 SWELL NETWORK | NATIVE LIQUID RESTAKING WITH RSWETH https://www.swellnetwork.io/ 🥑 INSTADAPP | THE NEW AVOCADO WALLET AND MULTISIG https://avocado.instadapp.io/ 🧑🌾 MANTLE | THE ETHEREUM L2 FOR TOP NATIVE YIELDS https://www.mantle.xyz/ 🦊 METAMASK PORTFOLIO | TRACK AND MANAGE YOUR WEB3 EVERYTHING https://metamask.io/portfolio/?utm_source=defidad&utm_medium=podcast&utm_campaign=pdapp&utm_content=episode101523 🟢 KELP DAO | THE FIRST LIQUID RESTAKING PLATFORM FOR LSTS https://kelpdao.xyz/restake 🟣 MAVERICK PROTOCOL | DEFI INFRA MADE TO CUSTOMIZE, AUTOMATE & INCENTIIZE LIQUIDITY https://app.mav.xyz/theEdgePodcast 🔵 BLUEBERRY | THE DEFI PRIME BROKERAGE https://www.blueberry.garden/ ------ Timestamps 0:00 - Intro 5:08 - Paul's background 12:10 - Staying hungry 15:52 - Why Pantera's been successful 22:02 - The business behind venture 23:38 - What you look for in founders 28:17 - Blueberry and Maverick mid-roll 29:58 - Resurgence of Bitcoin and Bitcoin DeFi 34:12 - Decentralized social 38:43 - Modularity x zk tech 41:18 - TradFi x DeFi, stablcoins, RWAs 48:43 - Crypto x AI, DePIN 53:08 - Rapid fire 53:34 - Are we in Phase 1 or Phase 2 of the bull run? 54:47 - Will we continue having Bitcoin 4-year cycles? 55:50 - Bullish outlook on ETH 59:07 - Where Paul allocates his time 1:01:59 - Closing ------ 🔗 Guest Links 🔗 ► Pantera Website: https://panteracapital.com/ ► Pantera Blog Post: https://panteracapital.com/blockchain-letter/the-year-ahead-2024/ ► Paul on Twitter: https://twitter.com/veradittakit ► Pantera on Twitter: https://twitter.com/panteracapital ► Paul's Blog: https://www.veradiverdict.com/ ------ 🙏 The Edge Podcast is produced by 4RC Labs. If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/ All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
Now you can share links to your favourite Lens app
Vonenzo Baschello Live on bloomers.tv MAKING A NEW BEAT 🫡💚💜 Thank you for engaging with the channel. If you follow me on Lens... I'm airdropping $VBWLD tokens every Friday. Learn more: https://www.vonenzobaschello.com/#token VONENZONIANS, PRIME 🦍 ROYALTY 👑 STAY IN THE ZONE 🌞🟢🟣💨💯 Live Chat at https://bloomers.tv/vonenzo
Comment with your favorite coin🚀
Life lesson from crypto: Patience pays off. Just like waiting for that perfect trade setup, patience in life brings its own rewards. Trust the process, trust the journey
Who will lead the charge in this bull run? In 2017, it was John McAfee with his "coin of the day" picks. In 2021, it was Elon Musk shilling Dogecoin. Who will it be this time? 🚀
Be Active, you can collect this post!
Collect on @lens/kaira via $BONSAI is active! Make your own posts collectable or collect someone else's content - with @lens/bonsai (Just as this post! 1000 Bonsai - 30 days)
Cool
**Celsius to Unstake Thousands of Ether, Possibly Easing ETH Selling Pressure** The defunct crypto lender sent over 30,000 ETH to custodian Fireblocks in the past week, some of which was deposited on crypto exchange Coinbase. https://www.coindesk.com/markets/2024/01/05/celsius-to-unstake-thousands-of-ether-possibly-easing-eth-selling-pressure/
2023 was foundational 2024 will be ______
**Urgent Alert: Hacker Seizes Kyber DAO, Demands Full Control and Assets - Threatens DAO's Existence.** Hacker demands total control of Kyber DAO and company, threatening its dissolution if not complied with by December 10, offering employee and investor compensations under new leadership. https://etherscan.io/tx/0x0479da9d6a3a29b294d6337630ea0a482e7ec7223f3b6e6d72442f6c450264d4
Binance Launches Binance Web3 Wallet https://www.binance.com/en/support/announcement/binance-launches-binance-web3-wallet-888b567370b64ad5b9e6e31d3f9decd9
**SEC Charges Crypto Company SafeMoon and its Executive Team for Fraud and Unregistered Offering of Crypto Securities** https://www.sec.gov/litigation/litreleases/lr-25888
**Breaking: Circle Mint Shuts Down Consumer Accounts Instantly – Urgent Customer Care Assistance Available 24/7!** https://help.circle.com/s/article-page?articleId=ka08b000000R3nbAAC
PoolTogether (@pooltogether.lens) Unveils Version 5 with Exciting New Features and Improvements https://pooltogether.mirror.xyz/CBvKNusRaaLJUSFH9ZQHureadrOF7eE7r6QsgqP2Oc8
Uniswap founder and CEO, *Hayden Adams*, announces Introduction of 0.15% swap fee to support Sustainable Growth and Accessibility in Crypto and DeFi https://twitter.com/haydenzadams/status/1713987105666265113
**SEC Won’t Appeal Loss in Grayscale Case, Boosting the Odds GBTC Can Become a Bitcoin ETF** https://www.coindesk.com/policy/2023/10/13/sec-reportedly-decides-not-to-appeal-its-bitcoin-etf-court-loss-against-grayscale/
U.S. State Regulators Intervene in Coinbase’s Unregistered Securities Case Amicus briefs filed to support the SEC argue crypto is insignificant, only used for speculation, and captured by existing investor-protection rules. https://www.coindesk.com/policy/2023/10/11/us-state-regulators-intervene-in-coinbases-unregistered-securities-case/
Hey anon, hey! Hey @lensprotocol family! We are excited to announce our brand new home, https://hey.xyz! **Why the change?** Because we wanted to re-introduce ourselves as the one-stop shop for all things Lens. we will be continuing to showcase the latest features from the protocol while listening to our community for what they want to see next. We will be exploring communities, open actions, and whole new ways you, your NFTs, and the DAOs you’re a part of can benefit from web3 social powered by Lens. This is just the beginning, so thanks for stopping by, and saying hey! Collect this first ever post by Hey (24 hours!)
Banking Giants Abuzz About Tokenization of Real-World Assets as DeFi Craves Collateral JPMorgan, Citi and Franklin Templeton are digitizing traditional assets. Will they end up trading on crypto networks like Ethereum? https://www.coindesk.com/business/2023/09/28/banking-giants-abuzz-about-tokenization-of-real-world-assets-as-defi-craves-collateral/
Binance Sells Russian Unit to Day-Old CommEX, Exits Country Binance is set to fully exit the country with the sale and will have no ongoing revenue split https://www.coindesk.com/policy/2023/09/27/binance-to-sell-entire-russia-business-to-commex/
Bitcoin’s 87% Drop in 2021 Was Caused by Sam Bankman-Fried's Alameda, Ex-Employee Claims. An ex-Alameda employee claims a trader at the firm punched in a wrong decimal which led to bitcoin's 87% drop on Binance.US in 2021. https://www.coindesk.com/markets/2023/09/21/bitcoins-87-drop-in-2021-was-caused-by-sam-bankman-frieds-alameda-ex-employee-claims/
Ether Trading at 27% Discount to Fair Value, New Research Shows Research firm RxR's blended Metcalfe law-centric valuation model, incorporating active user adoption of layer 2 scaling networks, suggests ether should trade at a market value of $275 billion. https://www.coindesk.com/markets/2023/09/18/ether-trading-at-27-discount-to-fair-value-new-research-shows/
Optimism to distribute unclaimed funds from first airdrop The Ethereum Layer 2 network Optimism recently announced that unclaimed funds from its first airdrop will be directly distributed to the remaining eligible addresses. https://www.theblock.co/post/251351/optimism-to-distribute-unclaimed-funds-from-first-airdrop
FTX Gets Court Approval to Sell Billions in Bitcoin, Ethereum and Solana. The collapsed exchange's new management now can sell billions of dollars in Solana, Bitcoin and other assets. https://decrypt.co/156498/ftx-gets-approval-to-sell-bitcoin-ethereum-solana
Grayscale Victory Against SEC Clears Path for Spot Bitcoin ETFs: Bernstein. The ruling increases the likelihood the SEC might approve all bitcoin spot ETF applications together, the report said. https://www.coindesk.com/policy/2023/08/30/grayscale-victory-against-sec-clears-path-for-spot-bitcoin-etfs-bernstein/
The U.S. Treasury Department has finally unveiled its definition of a "broker" for the crypto industry, defining how crypto companies and investors will need to meet tax reporting obligations and answering a years-old question over whether decentralized finance platforms and miners will need to gather their users' personal data. https://www.coindesk.com/policy/2023/08/25/us-crypto-tax-proposal-lets-miners-off-hook-snares-some-decentralized-exchanges/
**Europe's First Spot Bitcoin ETF Lists in Amsterdam** https://www.coindesk.com/business/2023/08/15/europes-first-spot-bitcoin-etf-lists-in-amsterdam/
Check for invites
Linea Mainnet Alpha is live https://linea.mirror.xyz/7l9gKzYzKVOxEOnReavov467Ss_fsrkGzABvbRISPMY
The European Commission has laid out its plans for becoming a “world leader” in Web 4.0 and the Metaverse. [‘Extended reality’ to create 860K jobs by 2025: EU Commission](https://cointelegraph.com/news/extended-reality-to-create-thousands-of-jobs-by-2025-eu-commission) The European Commission has laid out its plans for becoming a “world leader” in Web 4.0 and the Metaverse.
The highly anticipated AIP to deploy @gho.lens on the Ethereum Mainnet is now live. Voting opens in 24 hours. Read and discuss here: https://app.aave.com/governance/proposal/?proposalId=268
Progress until the bitcoin halving: ▓▓▓▓▓▓▓▓▓▓▓▓▓░░ 80% 41,959 blocks ~292 days
Gitcoin launches Public Goods Network: an L2 OP chain that is a highly composable EVM compatible rollup. PGN is designed to experiment with advanced funding mechanisms and generate sustainable resources for public goods. The majority of net sequencer fees will go toward supporting public goods in Ethereum and beyond. https://www.gitcoin.co/blog/supporting-public-goods-network
Crypto Exchange Bitfinex Says $315,000 From 2016 Hack Recovered https://www.bloomberg.com/news/articles/2023-07-06/crypto-exchange-bitfinex-says-315-000-from-2016-hack-recovered
The new Bookmark feature is live on @lenster.lens, allowing users to add Bookmarks to their favorite posts. There's also a new 'Not Interested' option for content that doesn't match your taste. Dive into the dev docs: https://docs.lens.xyz/docs/bookmarks https://docs.lens.xyz/docs/not-interested
Happy Summer 🌞
Uniswap Founder Hayden Adams Addresses Controversy Surrounding v4 License, Encourages Constructive Engagement in Development Process https://twitter.com/haydenzadams/status/1669823327005712385
https://mirror.xyz/lensprotocol.eth/ZF4VA-MXxUCXt_E2GnlkC5fCoIteTBG2r6Fx6ra3q5w Lens announced their $15 million funding round for the Protocol to accelerate the adoption of the next generation of the internet powered by human connection –- the people-powered social layer.
Starting May 2023, Tether will regularly allocate up to 15% of its net realized operating profits towards purchasing Bitcoin. These Bitcoin shall be considered on top of the minimum reserves assets that 100% back tether tokens. https://tether.to/en/tether-to-further-strengthen-reserves-through-purchase-of-bitcoin-with-realized-net-operating-profits/
❤️❤️
U.S. Internal Revenue Service Files Claims Worth $44 Billion Against FTX Bankruptcy. The largest of the claims includes a $20.4 billion claim against Alameda Research LLC, which details nearly $20 billion in unpaid partnership taxes. https://www.coindesk.com/business/2023/05/10/us-internal-revenue-service-files-claims-worth-44-billion-against-ftx-bankruptcy/
Tether Posts Massive First Quarter Profits of null.48 Billion In its latest assurance report, the company behind the USDT stablecoin says it has seen “tremendous success.” https://decrypt.co/139604/tether-posts-massive-first-quarter-profits-of-1-48-billion
The BTC price bottom may be in, but Bitcoin bulls are not out of the woods yet, says the Decentrader and Look Into Bitcoin founder. [Bitcoin price can 'easily' hit $20K in next 4 months — Philip Swift](https://cointelegraph.com/news/bitcoin-price-can-easily-hit-20k-in-next-4-months-philip-swift) The BTC price bottom may be in, but Bitcoin bulls are not out of the woods yet, says the Decentrader and Look Into Bitcoin founder.
ChatGPT's BTC price prediction🤣🤣
Crypto Bumped to the Back Seat as AI Investments Accelerate Artificial Intelligence is the shiny new thing venture capitalists are throwing money at—leaving once red-hot crypto projects flailing for funding. https://decrypt.co/137033/vc-investors-shift-gears-favor-ai-over-crypto
Web3 project does not need to have a Discord server just because its a web3 project, in fact I think you could build a community within Lens and have a more decentralized approach that way
https://www.reuters.com/technology/cryptoverse-ethereum-upgrade-unlock-33-billion-2023-04-11/ Investors are finally set to gain access to more than $33 billion of ether this week under a planned revamp of the blockchain. A new software upgrade to the Ethereum blockchain, dubbed Shapella, will let market players redeem their "staked ether" - coins they have deposited and locked up on the network over the past three years in return for interest.