Wondering where crypto’s second biggest VC fund is investing?
How about their price targets for this cycle?
I sat down with Dan Morehead, founder of Pantera Capital, for a rare interview to discuss Memecoins, Trump, A.I, Bitcoin, and their $250 million Solana bet!
Despite rarely doing interviews, Dan did not hold back. Enjoy this great discussion full of alpha!
0:49 - Trump’s victory and the market’s reaction
2:02 - The crypto market isn’t ‘all priced in’ yet
3:17 - Is part of the crypto market lagging?
4:46 - The rise of memecoins
5:57 - The different types of NFTs
7:40 - Why invest $250 million into Solana?
8:52 - Why Dan likes TON
9:54 - The power of community in crypto
10:51 - Payment is the huge pain point of the internet
11:25 - Bitcoin’s dominance
12:14 - The fund is up over 1000x net of fees
12:52 - How Dan found Bitcoin
14:48 - We’re still in the early days of crypto
16:09 - Government regulations on crypto
16:47 - Opinion on Bitcoin today
18:02 - Every crypto company will soon be an AI venture
19:15 - We’re underestimating AI
20:24 - Price predictions
