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 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.

Cosmo Jiang, general partner and portfolio manager at Pantera Capital, shares his expertise on Solana and the evolving blockchain landscape. He emphasizes Solana's standout features, its recent performance challenges, and the optimism surrounding its future. The conversation also highlights the transformative impact of political developments on crypto markets, along with the exciting convergence of AI and blockchain, hinting at a promising outlook for digital assets in 2025.