Cosmo Jiang

Cosmo Jiang, General Partner and Portfolio Manager for Liquid Strategies at Pantera Capital, delves into the rising trend of crypto treasury companies. He discusses why firms are flocking to these structures for crypto exposure and the implications of high-profile investments like Trump Media’s massive Bitcoin purchase. Jiang also explores the growing popularity of Solana over Ethereum and the unique challenges faced by treasury companies, raising questions about their safety and the risks they pose to investors.

Cosmo Jiang, General Partner at Pantera Capital, shares insights on the recent U.S. stablecoin legislation that officially legitimizes these digital assets. He discusses the implications for broad adoption and regulation in the crypto space. The conversation shifts to Ethereum's price surge and its role in the evolving financial landscape. They also unpack Trump’s critiques of the Fed and their repercussions on the markets. The discussion underscores the intertwining of traditional finance with crypto and the transformative potential of stablecoins.

Seth Ginns from CoinFund and Cosmo Jiang from Pantera Capital bring their liquid fund expertise to discuss the dynamic world of cryptocurrency. They dive into the challenges fund managers face amid shifting market dominance and the importance of fundamental analysis in selecting outperforming tokens. The duo emphasizes strategic portfolio management, advocating for quality-focused investment strategies. They also explore the significance of digital asset treasuries and envision a future where 24/7 trading reshapes financial landscapes.

Cosmo Jiang from Pantera Capital discusses Pantera's largest investment in TON, emphasizing strategic partnership with Telegram, potential for mass crypto adoption, thriving developer ecosystem on TON, growth of stablecoins, and post-investment support. The episode explores Pantera's fundamentals-based investing, due diligence process, bull case for TON, and risks involved, providing insights into TON's growth potential and Pantera's long-term approach to investments.

Cosmo Jiang, General Partner at Pantera Capital, delves into the firm’s bullish outlook on Solana, highlighting their significant investment of over $1 billion in SOL. He discusses the launch of Helius, a new digital asset treasury company focused on Solana, emphasizing the benefits of public DATs over private investments. Cosmo also outlines the competitive landscape for DATs, innovative financial engineering methodologies, and the operational intricacies involved in managing a treasury to maximize returns. A must-listen for crypto enthusiasts!

In this discussion, Cosmo Jiang, a general partner at Pantera Capital and a pioneer of Digital Asset Treasuries (DATs), shares his insights on the dynamic crypto market. He navigates his shift from traditional finance to crypto, delving into the evolution of DATs and highlighting Solana's potential in the blockchain space. Cosmo examines macroeconomic forces shaping crypto demand, the intersection of AI and blockchain, and why he remains bullish on long-term growth. His expertise sheds light on innovation and the future of digital assets.

Cosmo Jiang, a Partner at Pantera Capital, dives into the innovative world of Digital Asset Treasuries (DATs). He discusses how DATs differ from traditional banks, emphasizing their role in the crypto ecosystem and the importance of active management. Cosmo explains Pantera's early investments in DATs and the immense potential of Solana, highlighting its fast transaction speeds and developer growth. He predicts a future where institutional capital bridges crypto and traditional finance, reshaping the industry's landscape.

In this discussion, Cosmo Jiang, a General Partner at Pantera Capital and a key player in the Solana ecosystem, unveils how Solana might soar to a $2,000 valuation. He explores the growing attraction of institutions to Solana, contrasting it with retail investor trends. Jiang shares insights about Digital Asset Treasuries (DATs) and their role in boosting token value. He also highlights Pantera's pioneering efforts in developing a treasury strategy for Solana, positioning it for significant growth in the digital asset landscape.

Cosmo Jiang, General Partner at Pantera Capital, shares insights on Solana and digital asset treasuries. He explains how Pantera's unique treasury strategies reshape investment paradigms, emphasizing NAV per share over token price. Cosmo highlights Solana's potential as a cash-flow engine outpacing Ethereum in user growth and fees. He discusses the innovative structure of their Solana Company, which aims to maximize staking economics. Additionally, he envisions a future where multiple chains thrive together, driven by institutional interest and AI integration.

In this insightful conversation, Cosmo Jiang, General Partner at Pantera Capital and a leading crypto investor, explores the firm's $500 million Solana-focused digital asset treasury strategy. He highlights Solana’s explosive growth and explains why it surpasses Bitcoin in this space. Cosmo discusses the advantages of Digital Asset Treasuries, their potential to attract institutional investors, and the importance of meeting consumer needs. With his background in traditional finance, he provides a unique perspective on the evolving crypto landscape.