Notes from Pantera Blockchain Call
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Alchemy: AWS for Blockchain?
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Offchain Labs: Layer 2 scaling solution for Eth, solid.
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Veem: Payment solution using crypto underneath. Like Venmo.
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Bakkt: Digital wallet solution.
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Bitso: Over 1 million users, 15% of all assets going to Mexico.
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Staked: Solution to build yield off of DeFi ecosystem.
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Are getting into NFTs as well, undisclosed investment.
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37% of crypto market is non-Bitcoin and non-Ethereum, up from 16%.
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Why has gold not done better? Perhaps demand is being captured by BTC.
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BTC at 233% for 11 years and has no correlation to other asset classes.
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If 3.5M people hold BTC, price is $700,000… possible in 5-10 years?
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China Ban is positive signal?