Investor @PanteraCapital
New York City
Joined December 2017
- Tweets1.4K
- Following1.8K
- Followers3.2K
- Likes6.8K
We 100% support @Blockworks’ comment letter on the SEC’s Regulation Crypto Assets proposal. Transparency is crypto’s #1 problem, and solving it is table stakes if this industry wants a future.
We just sent the SEC our comment letter on Regulation Crypto Assets.
Our goal is to give every token one current, public record to make onchain compliance cheaper and faster.
Our asks:
1) Let projects file disclosures through Qualified Onchain Disclosure Agents
2) Let third parties file on behalf of projects
It's time we protect investors so we can protect this industry.
cdn.blockworks.com/s/assets/…
Eric Wallach retweeted
Welcome to Backable, a global fundraising platform for frontier ideas built by MetaDAO, designed for the bold, the brave, and the radically different.
Build a business. Chase a dream. Be early to something big.
The only question that matters is “Are you Backable?”
Eric Wallach retweeted
We're excited to announce a machine-checked proof, written in Lean, that Zcash's new Ironwood pool cannot contain undetectable counterfeiting bugs.
tachyon.z.cash/blog/ironwood…
Eric Wallach retweeted
There are tokens with real fundamentals - it's just obscured by a lot of other nonsense. We are fixing that for institutional allocators.
Fundamentals matter. That's what gives the S&P 500 credibility and durability, and that's why we created the S&P Pantera Digital Asset Index.
Tokens in this index generated ~$3bn of annualized revenue in the trailing six months, amidst a bear market.
This was more than a year of close collaboration with @SPDJIndices @artemis - incredible partners who will be trustworthy stewards of this index.
Can we impeach mayors?
MSG requested a permit for a watch party for 500-999 fans. We approved that permit for 999 fans.
Mr. Dolan has now decided to cancel the watch party.
I know this is breaking hearts across our city.
But if there's one thing Knicks fans don't need permission for, it's showing up for our team wherever we may be — no matter the block or the borough.
Knicks in five.
We @PanteraCapital are proud to support the Transparency Alliance. Disclosure matters for this industry, and it's no small feat that Blockworks has gotten exchanges, market makers, and funds all pulling in the same direction.
Special shoutout to @robertburkhart, who put in the tireless work to get this across the line and bring everyone to the table.
Highly recommend @vincentjow_’s memo. He’s a beast, and as always, I learned a lot from his work.
10 BTC miners pivoting to AI infrastructure.
The cheapest trades at $3M per MW. The most expensive trades at $10M.
We published our memo and live comps with @artemis to standardize the comparison.
Comps: research.modularcapital.xyz/…
Memo: research.modularcapital.xyz/…
Demand for AI is accelerating and power is the bottleneck. BTC miner conversion represents both the fastest and the cheapest way to bring power online.
But the data is messy. Disclosures differ across operators and prices are volatile with 10-30% short interest.
We've created a live dashboard to frame the opportunity and compare operators on the metrics that matter.
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LEGAL DISCLAIMER: This post is for informational purposes only and should not be relied upon as investment advice. This post is not a recommendation for any security or investment. Please see full post on Modular site for all disclaimers, sources, and supporting material
Eric Wallach retweeted
every exploit is our industry's collective loss. reminder to never dance on someone's grave
Excited to see Hashi launch. BTC-backed lending is a massive opportunity, and we've been waiting for someone to build this properly. Will be watching closely.
Introducing Hashi: a new era of Bitcoin finance on Sui.
Bitcoin's market cap exceeds $1 trillion. < 0.5% of it is used in DeFi.
Hashi is here to change that, with commitments from industry leaders including BitGo, Bullish, Erebor Bank, FalconX, Fordefi, Ledger, and more.
Observing
Solana is the becoming the stablecoin market leader.
Solana now leads all chains in adjusted stablecoin volume, according to @AlliumLabs — filtering out wash activity and CEX internal flows.
February market share:
Solana — 36%
Ethereum — 30%
Tron — 15%
Base — 11%
These are the same files as before, and they reflect well on the Pump team if you read them.
ROUND 2 FOR THOSE OF YOU AFARAID TO DOWNLOAD A ZIP.
drive.google.com/drive/folde…
(files are still uploading - they will all be added within 15 minutes)
PUBLIC STATEMENT REGARDING RELEASE OF WHISTLEBLOWING RELATED COMMUNICATIONS
I am a former member of the Pumpdotfun development team and a well-known developer in the broader Solana ecosystem.
I am releasing my personal Telegram chats. The communications speak for themselves.
I am releasing this information publicly because I have concerns about my physical safety due to my role as a whistleblower. I am making these materials public so that I am no longer the sole holder of them and no longer a target.
I am coming forward voluntarily and without compensation of any kind. I have not been promised anything by any party in connection with this release. No conditions were placed on my cooperation, and none have been placed on this disclosure. I reserve all rights and protections available to me under applicable federal and state law. This release is made voluntarily, in good faith, and in the public interest.
Jarett Dunn
3/3/2026
Spent a couple hours manually reviewing each of the screenshots contained in these files, and if anything, they reflect well on the @Pumpfun team. Nothing concerning or even of note IMO.
PUBLIC STATEMENT REGARDING RELEASE OF WHISTLEBLOWING RELATED COMMUNICATIONS
I am a former member of the Pumpdotfun development team and a well-known developer in the broader Solana ecosystem.
I am releasing my personal Telegram chats. The communications speak for themselves.
I am releasing this information publicly because I have concerns about my physical safety due to my role as a whistleblower. I am making these materials public so that I am no longer the sole holder of them and no longer a target.
I am coming forward voluntarily and without compensation of any kind. I have not been promised anything by any party in connection with this release. No conditions were placed on my cooperation, and none have been placed on this disclosure. I reserve all rights and protections available to me under applicable federal and state law. This release is made voluntarily, in good faith, and in the public interest.
Jarett Dunn
3/3/2026
drive.google.com/drive/folde…
Eric Wallach retweeted
Today, we release @futarddotio. The place for founders who want to go faster.
Forget pitching VCs - raise directly from a community that wants you to win from day #1.
Eric Wallach retweeted
Super excited to launch Stateful, the @PanteraCapital Podcast!
The first episode is live, where @FranklinBi, @veradittakit, and I chat about a few topics:
- Robinhood vs. Coinbase stock
- Stablecoin payment chains
- Privacy as venture category vs. privacy as feature
- The future of the L1 trade
Watch below! Like, subscribe, and comment!
00:20 Pantera Podcast Introduction: Stateful
00:57 State of Crypto Venture – The Data
01:38 Why Deal Count Dropped 50%
03:53 Circle IPO & The Exit Story
07:10 Digital Asset Treasuries – What’s Next?
11:51 Investment Themes & Trends
12:43 Tokenization Multi-Decade Play
14:15 ZK-TLS and Non-Custodial Data
16:28 Stablecoin Payment Rails
18:10 Prediction Market Unlock
21:58 Bullish or Bearish: $HOOD vs. $COIN
27:54 Bullish or Bearish: Stablecoin Payment Chains
34:18 Privacy as Feature vs. Product
38:28 The Timeline: Vesting Schedules
44:34 Is the L1 Trade Dead?
Spotify 👉open.spotify.com/episode/0yg…
Youtube 👉 youtube.com/watch?v=wIh8KZOH…
Apple podcast 👉podcasts.apple.com/us/podcas…