Pantera Capital Bets $300M on Crypto Treasuries, Eyes Ethereum as Decade’s Big Macro Play
TLDR
- Pantera bets $300M on treasury firms to outpace direct token gains.
- Ethereum-led treasury plays drive Pantera’s high-growth digital asset push.
- Pantera fuels ETH treasury firms, eyeing faster NAV/share growth than ETFs.
- $4.9B ETH stash makes BitMine Pantera’s star in treasury-led crypto strategy.
- Pantera sees ETH treasuries as next-decade macro play for tokenized finance.
Pantera Capital has committed more than $300 million to digital asset treasury companies across multiple regions and tokens. The firm views these companies as capable of growing net asset value per share faster than direct token holdings. Its latest blockchain letter outlines a strategy anchored in yield generation and active treasury…
