Pantera: "Why Solana Is Our Biggest Bet" | With Cosmo Jiang and Artur Osiński
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Recorded at Solana Breakpoint in Abu Dhabi, Pantera Capital general partner Cosmo Jiang tells Artur Osiński why Solana has become their largest bet, how U.S. stablecoin and market structure legislation could unlock the next wave of innovation, and why recent crypto underperformance reflects a “changing of the guard” from OG holders to institutional capital.
Timestamps:
00:00 – Why Solana Is Pantera Capital’s Biggest Crypto Bet
00:49 – Can Solana Deliver Bitcoin-Like Asymmetric Upside?
01:58 – Institutions Ignore Price, Focus on 10-Year Crypto Adoption
02:53 – 2026 Crypto Outlook: Regulation, Stablecoins & Market Structure
04:21 – Why Crypto Underperformed Despite Bullish 2025 Headlines
05:30 – Is the Bitcoin 4-Year Cycle a Myth? Macro vs Halving Debate
07:09 – October 10 Liquidations: Trump Tariffs & Crypto Shock
08:32 – Medium-Term Bullish Case: From Millions to Billions of Users
10:07 – Why Market Structure Legislation Unlocks Token Innovation
11:25 – 2025’s Biggest Trends: Stablecoins, Tokenization & Prediction Markets
12:20 – Bitcoin ETFs: Institutional Adoption vs Cypherpunk Roots
13:31 – Digital Asset Treasuries (DATs): Boom, Bust or Long-Term Model?
16:45 – 80+ Crypto Treasury Companies: Execution & Consolidation Phase
18:31 – Are DATs Dragging Down Token Prices? Sentiment vs Reality
19:25 – What’s Next in 2026: AI, DePIN & Real-World Crypto Use Cases
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