Notes from Pantera Blockchain Call
Companies highlighted:
- Alchemy: AWS for Blockchain?
- Offchain Labs: Layer 2 scaling solution for Eth, solid.
- Veem: Payment solution using crypto underneath. Like Venmo.
- Bakkt: Digital wallet solution.
- Bitso: Over 1 million users, 15% of all assets going to Mexico.
- Staked: Solution to build yield off of DeFi ecosystem.
Notes:
- Are getting into NFTs as well, undisclosed investment.
- 37% of crypto market is non-Bitcoin and non-Ethereum, up from 16%.
- Why has gold not done better? Perhaps demand is being captured by BTC.
- BTC at 233% for 11 years and has no correlation to other asset classes.
- If 3.5M people hold BTC, price is $700,000… possible in 5-10 years?
- China Ban is positive signal?
We got to meet Tony Oliva at the Taste Fore the Tour event tonight. Minnesota Twins baseball legend. ⚾️
Graphic owl mural framed perfectly by window at A-Mill Artists Lofts.
The Pillsbury A-Mill looks great at night.
Great LIVE performance by Tina Schleske, her sister Laura, and band at the Aster Cafe tonight.
Damselfly (I think?) hanging out on the Big Blue Stem.
MN United v Seattle Sounders. HOT day for soccer. ⚽️
Sun setting behind sailboat on Cannon Lake.
I shared this photo on BitClout and a couple of hours later it hit the global feed and Ani15 posted a painted reply to it.
What a great image and I love the creativity in the response! Sent some 💎 in response.
Interesting to watch this weed harvester working to clean up Cannon Lake a bit.
Love this framing around time.
An investment is an investment of capital, a meeting is an investment of time.
— Balaji (@balajis) July 16, 2021
POAP 533130 at SPS TechJam 2021.
POAP 533122 at R/W Book Club: Klara and the Sun.
I’m having a blast playing and exploring POAP tokens. I’ve created a few for various events to experiment.
POAP 499168 at Night of Crypto 2021.
POAP 499157 at Olson Family Lake Day 2021.
Tyler and I have been enjoying watching Star Wars: The Bad Batch. Good story.
Tools of the craft for Big Green Egg. Something to start fire. Strong and long tongues. Precise, high-quality thermometer. 🔥 
Finished the three Sous Vides pork butts with a nice smoke this morning. Time to pull!
Cherry tomatoes. Corn. Zucchini. The garden is coming along quiet nicely!
