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 🥑 INSTADAPP | THE NEW AVOCADO WALLET AND MULTISIG 🧑‍🌾 MANTLE | THE ETHEREUM L2 FOR TOP NATIVE YIELDS 🦊 METAMASK PORTFOLIO | TRACK AND MANAGE YOUR WEB3 EVERYTHING 🟢 KELP DAO | THE FIRST LIQUID RESTAKING PLATFORM FOR LSTS 🟣 MAVERICK PROTOCOL | DEFI INFRA MADE TO CUSTOMIZE, AUTOMATE & INCENTIIZE LIQUIDITY 🔵 BLUEBERRY | THE DEFI PRIME BROKERAGE ------ 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 continue having Bitcoin 4-year cycle volatility? 55:50 - Bullish outlook on ETH 59:07 - Where he allocates his time among crypto projects 1:01:59 - Closing ------ 🔗 Guest Links 🔗</p> ► 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.