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Pantera Capital
@PanteraCapital
First U.S. institutional asset manager focused exclusively on blockchain technology. Subscribe to our monthly letter:
475 Following    223.9K Followers
What does an agent do when it hits a signup form? It stalls. That gap is one of the real bottlenecks in the agent economy. Our founders @chrisspickett and @berasogut1 joined @masonnystrom on the Stateful podcast to break down how one integration replaces the account creation, API keys, and billing that stall agents today. Check it out 👇
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Agents don’t browse websites, compare options, or sign up for subscriptions. That’s why Orthogonal is building the efficient infrastructure layer for them. @chrisspickett and @berasogut1 (Orthogonal) join Stateful, hosted by @masonnystrom The agent internet is going to look very different — and much more efficient — than the human one.
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An agent can plan and sequence a multi-step task and stall at a signup form. @orthogonal_sh replaces account creation, API keys, and billing with one integration. @chrisspickett and @berasogut1 (Orthogonal) join Stateful, hosted by @masonnystrom. In this episode, they discuss the infrastructure needed for the agent economy: - One API to access dozens of verified providers - Agents discover, call, and pay per use in cents — no accounts, no keys, no subscriptions - Micropayments that actually work with automatic spend tracking and human-set policies - Supporting all major agentic payment standards (X402, MPP, etc.)
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2026 is the first year agents are entering the real world economy. @orthogonal_sh is the gateway between those agents and the rest of the Internet - allowing them to discover, access, and pay for any API service. Come listen to the latest episode of our podcast to learn more!
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An agent can plan and sequence a multi-step task and stall at a signup form. @orthogonal_sh replaces account creation, API keys, and billing with one integration. @chrisspickett and @berasogut1 (Orthogonal) join Stateful, hosted by @masonnystrom. In this episode, they discuss the infrastructure needed for the agent economy: - One API to access dozens of verified providers - Agents discover, call, and pay per use in cents — no accounts, no keys, no subscriptions - Micropayments that actually work with automatic spend tracking and human-set policies - Supporting all major agentic payment standards (X402, MPP, etc.)
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Startup establishment @maxkolysh @ycombinator catching up to the problem of proof of human @worldnetwork has the solution today and already working with partners including @Tinder @Zoom @Reddit , all the example use cases cited in the video
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Check out the latest Indexology Blog from S&P DJI's Sherifa Issifu.
"When the market watches us move tokens, it assumes we're dumping, when we're actually doubling down." @PanteraCapital GP @FranklinBi explains why public transparency forces his fund into suboptimal trades, and misleads the whole market.
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1,000 confidential transfers per second, on standard GPUs, a year early. @zama CEO @randhindi unpacks the milestone that makes FHE a done deal.
AI changed the internet. It's never been more important to build infrastructure for humans. Today, World turns three.
Proof-of-human is becoming the scarcest resource on the internet. Every advance in AI agents is equally an advance in bots indistinguishable from people. When most traffic is synthetic, verifying a unique human becomes base-layer infrastructure. That's the thesis behind @world_id, and why we're excited to continue partnering with World.
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World has a ton of enterprise traction, with more coming Use it in @Zoom or @Tinder today and you'll realize why Proof of Human is uniquely powerful in the AI era Tokenomics changes will help the adoption curve shine through Excited to back @alexblania @sama & team
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The need for @world_id infrastructure is accelerating. World Foundation raised $52.5M from @PanteraCapital, @BainCapCrypto, @Eightcoholdings, @SeliniCapital, Susquehanna Crypto and other strategic investors to accelerate utility and access to World ID. Funding was through a direct purchase of market-priced $WLD. All purchased tokens are subject to a 1-year lockup. No tokens were sold on exchanges.
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BREAKING: World Foundation raises $52.5 million in WLD token sale with one-year lockup
Solana holds a leading position in the new S&P Pantera Digital Asset Index. Developed by S&P Dow Jones Indices and @PanteraCapital, it screens for protocol revenue and tokenholder value accrual.
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Even as broader crypto enters a sleepy summer, our team has been shipping and bringing TradFi + DeFi capital markets closer together. Just in July: - We've launched the "S&P Pantera Digital Asset Index" alongside @SPGlobal to create up-to-date baskets for protocol tokens, with data from @artemis - Our Fund V is officially on the @MorganStanley alternative investments platform - Had the wonderful @stutireal join us on the investment team - Announced investments across stablecoin FX @openfx_, agentic commerce @orthogonal_sh, and next-gen prediction markets @TurboFlow_xyz Could not be more proud of this team 💪💪
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LETS MAKE FUNDAMENTALS GREAT AGAIN. It was a huge honor to work with @PanteraCapital and S&P Dow Jones to build THE Fundamental Index for Crypto. The next $10T will flow towards crypto assets with real fundamentals. Find those assets in the S&P Pantera Digital Assets Index powered by Artemis.
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@SPDJIndices and Pantera Capital have launched the S&P Pantera Digital Asset Index, designed to serve as a benchmark for institutional investors seeking a more disciplined and structured approach to digital asset allocation.   By focusing on quality and real-world utility, the index brings added credibility and structure to digital asset indexing. It helps investors move beyond name recognition and single-asset benchmarks, offering a more transparent way to measure performance across the blockchain and digital asset ecosystem.   The index is also intended to serve as a reference for new investment products and for managers actively selecting digital assets.   To learn more, read the announcement:
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ETFs democratized access through the brokerage account. Tokenization democratizes access through the internet. WisdomTree has been building for this moment for years. @JeremyDSchwartz and Maredith Hannon (@WisdomTreePrime) join our Stateful podcast, hosted by @FranklinBi. In this episode, they discuss why tokenization is the next ETF: - WisdomTree deployed onto five EVM chains in one day. Traditional finance can't do five integrations in a month. - $700M AUM growing 6x year over year in their tokenized money market fund $WTGXX - Use cases already live: corporate treasury sweeps, cross-border payroll, stablecoin reserve management - WisdomTree rebalanced 3,000 model portfolios with JP Morgan and Apollo using smart contracts. Four years ago. - Europe led the US on crypto ETPs by five years. The US is finally catching up. 01:14 WisdomTree's History and the ETF Revolution 03:43 Why Public Chains Beat Permissioned Chains 05:51 Deploying onto Five EVM Chains in One Day 09:15 Introducing WTGXX: The Tokenized Money Market Fund 13:30 Corporate Treasury, Payroll, and Real-World Use Cases 20:07 Moving Up the Risk Curve: Derivatives and Equity Betas 23:51 Onchain Rebalancing with JP Morgan and Apollo 29:09 WisdomTree's Two-Year Vision: $15B and Beyond 32:39 Rookie Mistakes: Trust in Crypto Is Everything 34:26 Pleasant Surprise: Europe Led the US on Crypto ETPs
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The internet's trust layer is breaking. AI agents now act as humans online, and generative models can fake almost any document or face. The verification systems behind people, credentials, and applications were built for a pre-AI era. This month, we highlight three portfolio companies at different layers of the stack: - @Alchemy - @TransCrypts - @worldnetwork
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