Pantera Capital(@PanteraCapital):“AI Agents will choose the fastest, cheapest, most frictionless rails." @cosmo_jiang sat down with @CoinDesk this morning to share how Pantera views the current market: - How AI agents accelerate blockchain adoption - Is the $BTC 4-year cycle still accurate? - The setup for an onchain rebound into Q4 - Building a fundamentals index with @SPDJIndices

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

2026.08.17 21:47

“AI Agents will choose the fastest, cheapest, most frictionless rails." @cosmo_jiang sat down with @CoinDesk this morning to share how Pantera views the current market: - How AI agents accelerate blockchain adoption - Is the $BTC 4-year cycle still accurate? - The setup for an onchain rebound into Q4 - Building a fundamentals index with @SPDJIndices