CoinDesk Podcast Network MARKETS DAILY: Crypto Update | Will 2025 Be a Breakout Year for SOL?
Jan 22, 2025
Cosmo Jiang is a general partner at Pantera Capital, a firm deeply invested in crypto innovations. In this discussion, he delves into Solana's impressive growth and its potential as a leading blockchain. Topics include recent movements in the crypto market, Solana's resilience despite technical challenges, and exciting prospects like a possible Solana ETF. The conversation also highlights the fascinating convergence of AI and blockchain, showcasing how these technologies are paving the way for future opportunities.
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Regulatory Inflection Point
- The regulatory shift in the blockchain industry, with increased political support, is a paradigm shift.
- This removes a major barrier for investors, paving the way for transformative capital flows and innovation.
Portfolio Allocation Strategy
- Consider Bitcoin as a mature investment, like digital gold.
- Focus on blockchain technology beyond Bitcoin (Solana, Ethereum, DeFi, AI) for early-stage growth potential.
Solana's Growth Drivers
- Solana's success stems from its focus on speed, cost-effectiveness, and convenience, mirroring Amazon's consumer-centric approach.
- This has led to significant user growth and activity, making it the fastest-growing blockchain at scale.