The Defiant - DeFi Podcast Solana vs. Bitcoin: Why Pantera Capital is All In | Paul Veradittakit
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Oct 6, 2025 Paul Veradittakit, Managing Partner at Pantera Capital, shares his extensive experience in crypto investment and discusses Solana’s rapid growth. He explains why Pantera has heavily invested in Solana, detailing its technological advantages and potential in gaming and payments. The conversation also covers the current landscape of stablecoins, the evolution of digital asset treasuries, and why altcoins may outperform Bitcoin this cycle. Veradittakit emphasizes Solana's future and addresses concerns about its decentralization and downtime.
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Stablecoins As Practical Money
- Paul sees stablecoins evolving into a practical store of value and everyday payment rail across borders.
- He expects stablecoins to expand from travel use to business-to-business transactions rapidly.
Helios: A Solana Treasury Play
- Paul describes Helios as a Solana-focused digital asset treasury company modeled like MicroStrategy but for SOL.
- Pantera built on lessons advising other DATs to combine institutional structuring with active treasury strategies.
Why Pantera Likes Solana
- Pantera is extremely bullish on Bitcoin, Ethereum and especially Solana due to throughput and developer adoption.
- They see Solana as strong in payments, DePIN, AI and gaming because of its transaction capacity.