Pantera Blockchain Summit 2023
VeradiVerdict - Issue #256
Recently, Pantera celebrated it's 10th Anniversary of being focused exclusively on investing to the blockchain industry and hosted an intimate gathering known as the Pantera Blockchain Summit. We bought together some of the brightest minds in the cryptocurrency community, ranging from programmers, regulators, lawyers, to some of the leading entrepreneurs in the space. Speakers included leaders from Apollo, Coinbase, and the CFTC. Check out the new summit website for both highlight and full length videos.
I was privileged to moderate two separate fireside chats, one with Emilie Choi, COO of Coinbase, and one with Nikil Viswanathan, CEO of Alchemy.
In this first video, I chat with Emilie about regulations for crypto globally and in the US, the role that Coinbase plays in the evolution of the global financial system, and the areas for both product and geographic expansion for Coinbase.
In this second video, I chat with Nikil about what's driving developers to build in this environment, what verticals in crypto are seeing the most developer activity and are most interesting to him, how Alchemy thinks about the M&A market, and what's on the roadmap for the company.
Paul Veradittakit
DISCLAIMER
Pantera Capital Puerto Rico Management, LP and its affiliates (“Pantera”) makes investments in crypto assets and in blockchain-related companies. Pantera and/or its affiliates or personnel may be an investor in, or have relationships or other business arrangements related to, certain instruments, companies and/or projects discussed herein. This document does not contain any advertisement for Pantera’s investment advisory services, or any other services or products, whether provided by Pantera or otherwise. The information and opinions presented in this document are solely those of Paul Veradittakit; they do not represent, and should not be interpreted as representative of, the views of Pantera or any other individual working for Pantera, and do not represent investment, legal, tax, financial, or any other form of, advice or recommendations. Neither Pantera nor Mr. Veradittakit is acting, or purports to act, as an investment adviser or in a fiduciary capacity with respect to any recipient of this paper. Information contained in this document is believed to be reliable, but no representation is made regarding such information’s fairness, correctness, accuracy, reasonableness or completeness. There is no obligation to update this document or to otherwise notify a reader if any matter stated statement or information contained here changes or subsequently is shown to be inaccurate. Nothing contained herein constitutes any representation or warranty as to future performance of any financial instrument or company. Forward-looking statements should not be relied upon, and performance or outcomes may differ materially from what is contemplated herein. Opinions included here incorporate subjective judgments or may be based on incomplete information. This document does not constitute or contain an offer to sell or a solicitation to buy any securities or a recommendation to enter into any transaction, and no reliance should be placed on this document in making investment decisions.
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DIGESTS
SEC v. Ripple
Katherine Wu’s 3-page summary on the major court decision
REGULATION
Circle Considers Issuing Stablecoin in Japan Under New Rules
Circle CEO Jeremy Allaire expressed interest in partnerships in the country, given that new rules governing stablecoins have come into effect
NEW PRODUCTS AND HOT DEALS
Coinbase Wallet launches messaging feature so users can interact directly on its platform
This milestone marks the first major wallet to build in secure messaging as a first-class feature.
LETS MEET UP
Walks and coffee meetings in San Francisco throughout the year!
ABOUT ME
Hi, I’m Paul Veradittakit, a Partner at Pantera Capital, one of the oldest and largest institutional investors focused on investing in blockchain companies and cryptocurrencies. I’ve been in the industry since 2014, and the firm invests in equity, early stage token projects, and liquid cryptocurrencies on exchanges. I focus on early-stage investments and share my thoughts on what’s going on in the industry in this weekly newsletter.