Macro Matters host Kevin Kelly sits down with Dan Morehead, CEO & Co-CIO of Pantera Capital. Dan brings a wealth of experience in both traditional markets and crypto, having previously served as the Head of Macro Trading and CFO for Tiger Management before founding Pantera Capital back in 2003.
In this conversation, Dan and Kevin discuss the early days of Pantera’s first Bitcoin fund, the growing trend towards decentralized finance, the sectors and projects him and his team are focusing on right now, and why it’s never been a more exciting time to be in the crypto space. Dan sits at the intersection of macro and crypto so we hope you enjoy this conversation!
We highly recommend reading Pantera’s latest monthly blockchain letters to get a better understanding of their outlook and themes. Paul Veradittakit, a partner at Pantera, also writes an insightful weekly newsletter we recommend checking out as well