Pantera Capital(@PanteraCapital ):Markets rotate. Hot sectors like memory chips and semiconductors recently outperformed Bitcoin. @cosmo_jiang explains that this rotation contributed to Bitcoin’s pullback late last year and early this year, driven by momentum investors chasing the hottest pockets. $Bitcoin is performing strongly again, and investors are remembering why digital assets remain one of the most compelling early-stage asset classes with tremendous growth potential, especially from current oversold levels. @CNBCClosingBell

Pantera Capital

@PanteraCapital

First U.S. institutional asset manager focused exclusively on blockchain technology. Subscribe to our monthly letter:

Joined January 2014

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Pantera Capital@PanteraCapital

2026.05.11 20:16

Markets rotate. Hot sectors like memory chips and semiconductors recently outperformed Bitcoin. @cosmo_jiang explains that this rotation contributed to Bitcoin’s pullback late last year and early this year, driven by momentum investors chasing the hottest pockets. $Bitcoin is performing strongly again, and investors are remembering why digital assets remain one of the most compelling early-stage asset classes with tremendous growth potential, especially from current oversold levels. @CNBCClosingBell