First U.S. institutional asset manager focused exclusively on blockchain technology. Subscribe to our monthly letter: panteracapital.com/subscribe……
Joined January 2014
- Tweets 6,659
- Following 471
- Followers 221,675
- Likes 4,242
1,069 Photos and videos
Pantera Capital retweeted
Jun 12
We broke in @Meow's new office with a Poker Night and Knicks watch party, hosted by our own @schkolnick__. The turnout was massive.
Thank you to everyone who came by, and to our co-hosts: @Novig, @PanteraCapital, and @CoinflowLabs.
If you're a founder in NYC, makes sure you're at our next event.
Knicks in 5.
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In @PanteraCapital's The Convergence of AI and Blockchain, @cosmo_jiang makes the case that AI and blockchain push each other forward.
Blockchain gives AI open systems to pull from. In return, AI abstracts away the complexity that has held crypto back.
Abstracting it away is the hard part.
The rails exist and the models can reason, but the layer that turns intent into reliable execution onchain is still early.
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Jun 11
AI agents won’t walk into a bank and open a traditional account.
They need digital money. They need crypto.
@dan_pantera: As agentic finance accelerates, crypto becomes essential infrastructure. There is no important future for AI in which crypto is not a core part.
That’s why cryptocurrency itself serves as a powerful hedge and tangential play on the rise of AI agents.
@Alchemy
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Pantera Capital retweeted
Jun 11
a neat visualization of our Tokenization Progress Index (thanks @diegoxyz & @claudeai)
love the galaxy image because tokenization comes with its own laws of physics, gravity, chemistry.
new primitives, liquidity flows, and composability = new frontiers for capital markets.
Introducing "The Tokenization Galaxy"
The Tokenization Industry is becoming too big and complex to track manually.
So I built an interactive website to make it easier to visualize.
Starting from the @PanteraCapital Tokenization Report, I used @claudeai Fable 5 to turn the data into an interactive map of the industry.
What the map shows:
> The tokenization industry is now worth $320B
> Tokenization is divided into 11 sub-categories
> Stablecoins currently dominate this galaxy
> Treasuries, commodities, and bonds are the fastest-growing sectors
> Active management through vaults will become massive
Should I make it public?
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Pantera Capital retweeted
Tokenization provides access to the masses.
Public blockchains are the foundation.
@MaredithH1 explains:
Jun 10
Tokenization’s biggest opportunity is bringing access to the masses, and those users are already on public chains.
WisdomTree has deliberately built on public chains from the start and now operates across eight of them.
As institutions become more comfortable with the technology, advances in privacy and control are making regulated products fully viable on public infrastructure.
This is how tokenized markets will truly scale.
@FranklinBi @JeremyDSchwartz @WisdomTreePrime
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Pantera Capital retweeted
Jun 9
As we enter the trillion-dollar Pre-IPO season, sharing some of my thoughts on "tokenized startups", and how mechanisms such as tokenization, perps, SPVs, and Closed End Funds can rewrite access for the world's most exciting companies.
And in the process, how "reinventing the IPO" might just become the generational purpose for tokens.
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Jun 10
Tokenization’s biggest opportunity is bringing access to the masses, and those users are already on public chains.
WisdomTree has deliberately built on public chains from the start and now operates across eight of them.
As institutions become more comfortable with the technology, advances in privacy and control are making regulated products fully viable on public infrastructure.
This is how tokenized markets will truly scale.
@FranklinBi @JeremyDSchwartz @WisdomTreePrime
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AI agents are becoming economic actors. Not just assistants, they're buying domains, paying for compute, settling invoices, handling logistics. One human instruction becomes a chain of hundreds of transactions happening automatically in the background.
But the payment infrastructure was never built for this. Too slow, too high-value, wrong architecture entirely. That's the problem Agent Pay for Machines solves. And we're proud to be part of building it with @Mastercard.
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BitGo has arrived on the Fortune 500 at No. 273.
We built the infrastructure institutional finance needed before it knew it needed it.
Turns out that's a @FortuneMagazine 500 business.
Digital assets may be down this year. The infrastructure the industry runs on is not.
Read more 👇
businesswire.com/news/home/2…
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Pantera Capital retweeted
Jun 9
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Pantera Capital retweeted
Why do you have any money in banks?
10 years ago, the answer was obvious, but in 2026 this is a real question – with how much tokenization has evolved in the past few years, it’s getting harder and harder to justify having cash in your bank account.
Personally, I have my paycheck automatically converted into WisdomTree’s tokenized Money Market Fund through the WisdomTree Prime app and pay my bills directly from it. There’s just no reason to hold idle cash when there are options like this available.
@MaredithH1 and I discussed this and more on a recent podcast with @FranklinBi from @PanteraCapital 👇
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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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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Spotify: open.spotify.com/episode/7hQ…
Apple Podcast: podcasts.apple.com/us/podcas…
Youtube: youtube.com/watch?v=j9TKmdbS…
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Pantera Capital retweeted
RWAs onchain are scaling and maturing together.
Our Tokenization Progress Index (TPI) scores how much of an asset's lifecycle has actually moved onchain.
Stablecoins sit furthest along both dimensions: large market value and higher TPI.
Tokenized Stocks show relatively high onchain maturity, while market size remains smaller.
Meanwhile, Treasuries, Commodities, and Private Credit have reached larger market sizes but still sit in lower-to-middle TPI bands.
The rest of the asset classes remain early and primitive.
For the full TPI methodology and a deeper look at the sector, read our Q1 2026 tokenization report: panteracapital.com/state-of-…
Beyond the Digital Copy: What's Next for Tokenization?
Our research team developed a new index of 593 assets across a $320B market that reveals how far onchain finance still has to go.
Access the full report here:
panteracapital.com/state-of-…
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Pantera Capital retweeted
Jun 4
Poker night at the new @Meow HQ is full.
June 10 in SoHo with @PanteraCapital, @Novig, and @CoinflowLabs. Open bar, top builders in the city, Knicks game on.
Waitlist only now. Link below.
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RWAs onchain are scaling and maturing together.
Our Tokenization Progress Index (TPI) scores how much of an asset's lifecycle has actually moved onchain.
Stablecoins sit furthest along both dimensions: large market value and higher TPI.
Tokenized Stocks show relatively high onchain maturity, while market size remains smaller.
Meanwhile, Treasuries, Commodities, and Private Credit have reached larger market sizes but still sit in lower-to-middle TPI bands.
The rest of the asset classes remain early and primitive.
For the full TPI methodology and a deeper look at the sector, read our Q1 2026 tokenization report: panteracapital.com/state-of-…
Beyond the Digital Copy: What's Next for Tokenization?
Our research team developed a new index of 593 assets across a $320B market that reveals how far onchain finance still has to go.
Access the full report here:
panteracapital.com/state-of-…
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Pantera Capital retweeted
Last Friday, the CFTC opened the door to perpetual futures in the U.S.
After years of regulatory headwinds, perps are graduating from crypto’s edge into mainstream finance.
@HyperliquidX has been building exactly what the market needs: a fast, onchain, 24/7, permissionless platform.
As Wall Street plays catch up, Hyperliquid is now positioned to House All of Finance.
panteracapital.com/rise-of-p…
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Pantera Capital retweeted
Jun 3
Perps weren’t born on blockchain by accident
Digital assets had the necessary conditions: 24/7, global, real-time and internet-native
Now the US regulatory door is opening
Hyperliquid's success is undeniable, and shows crypto-native market structure is now on the main stage
Last Friday, the CFTC opened the door to perpetual futures in the U.S.
After years of regulatory headwinds, perps are graduating from crypto’s edge into mainstream finance.
@HyperliquidX has been building exactly what the market needs: a fast, onchain, 24/7, permissionless platform.
As Wall Street plays catch up, Hyperliquid is now positioned to House All of Finance.
panteracapital.com/rise-of-p…
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