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