Pantera: "Why Solana Is Our Biggest Bet" | With Cosmo Jiang and Artur Osiński

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🔥 *Download Raoul Pal's 4-year investing roadmap for free:* https://rvtv.io/41fVHWF Recorded at Solana Breakpoint in Abu Dhabi, Pantera Capital general partner Cosmo Jiang tells Artur Osiński why Solana has become their largest bet, how U.S. stablecoin and market structure legislation could unlock the next wave of innovation, and why recent crypto underperformance reflects a “changing of the guard” from OG holders to institutional capital. Timestamps: 00:00 – Why Solana Is Pantera Capital’s Biggest Crypto Bet 00:49 – Can Solana Deliver Bitcoin-Like Asymmetric Upside? 01:58 – Institutions Ignore Price, Focus on 10-Year Crypto Adoption 02:53 – 2026 Crypto Outlook: Regulation, Stablecoins & Market Structure 04:21 – Why Crypto Underperformed Despite Bullish 2025 Headlines 05:30 – Is the Bitcoin 4-Year Cycle a Myth? Macro vs Halving Debate 07:09 – October 10 Liquidations: Trump Tariffs & Crypto Shock 08:32 – Medium-Term Bullish Case: From Millions to Billions of Users 10:07 – Why Market Structure Legislation Unlocks Token Innovation 11:25 – 2025’s Biggest Trends: Stablecoins, Tokenization & Prediction Markets 12:20 – Bitcoin ETFs: Institutional Adoption vs Cypherpunk Roots 13:31 – Digital Asset Treasuries (DATs): Boom, Bust or Long-Term Model? 16:45 – 80+ Crypto Treasury Companies: Execution & Consolidation Phase 18:31 – Are DATs Dragging Down Token Prices? Sentiment vs Reality 19:25 – What’s Next in 2026: AI, DePIN & Real-World Crypto Use Cases About Real Vision™: We arm you with the knowledge, the tools, and the network to succeed in your financial journey. Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Website: 🔥 https://rvtv.io/3Y4t5Pw 🍌 Get your Banana Zone swag at the Real Vision merch store: https://shop.realvision.com 📣 Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities. Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf #realvision #macro #crypto #solana #bitcoin #stablecoins #tokenization #panteracapital #cosmojiang