The Delphi Podcast

When Macro & Crypto Collide


Listen Later

Macro Matters host Kevin Kelly sits down with Dan Morehead, CEO & Co-CIO of Pantera Capital. Dan brings a wealth of experience in both traditional markets and crypto, having previously served as the Head of Macro Trading and CFO for Tiger Management before founding Pantera Capital back in 2003.

In this conversation, Dan and Kevin discuss the early days of Pantera’s first Bitcoin fund, the growing trend towards decentralized finance, the sectors and projects him and his team are focusing on right now, and why it’s never been a more exciting time to be in the crypto space. Dan sits at the intersection of macro and crypto so we hope you enjoy this conversation!

We highly recommend reading Pantera’s latest monthly blockchain letters to get a better understanding of their outlook and themes. Paul Veradittakit, a partner at Pantera, also writes an insightful weekly newsletter we recommend checking out as well (links below).

Pantera Blockchain Letter, July 2020

Paul Veradittakit’s weekly newsletter 

 

Thank you to our sponsor Crypto.com for making this happen! Visit bit.ly/cryptodelphi for more information!

-

Resources:

  • Dan’s Twitter: https://twitter.com/dan_pantera
  • Pantera’s Website: https://www.panteracapital.com/
  • Kevin's Twitter: https://twitter.com/Kevin_Kelly_II
  • Delphi Podcast Twitter: https://twitter.com/PodcastDelphi
  • More

    • Our Video interviews Can Be Viewed Here: https://youtu.be/fubeSokngY8
  • Access Delphi's Research Here: https://www.delphidigital.io/
  • Kubera lets you monitor your crypto and traditional portfolios in a single place. Think Coinbase and Fidelity on the same dashboard. All major banks, brokerages, crypto exchanges and wallets supported. https://www.kubera.com/
  • Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product or service. 

    ...more
    View all episodesView all episodes
    Download on the App Store

    The Delphi PodcastBy The Delphi Podcast

    • 4.6
    • 4.6
    • 4.6
    • 4.6
    • 4.6

    4.6

    78 ratings


    More shows like The Delphi Podcast

    View all
    Unchained by Laura Shin

    Unchained

    1,209 Listeners

    Real Vision: Finance & Investing by Real Vision Podcast Network

    Real Vision: Finance & Investing

    912 Listeners

    The Pomp Podcast by Anthony Pompliano

    The Pomp Podcast

    1,836 Listeners

    The Breakdown by Blockworks

    The Breakdown

    742 Listeners

    On The Brink with Castle Island by Castle Island Ventures

    On The Brink with Castle Island

    287 Listeners

    Bankless by Bankless

    Bankless

    1,022 Listeners

    Empire by Blockworks

    Empire

    164 Listeners

    Raoul Pal: The Journey Man by Real Vision Podcast Network

    Raoul Pal: The Journey Man

    133 Listeners

    Forward Guidance by Blockworks

    Forward Guidance

    272 Listeners

    The Milk Road Show by The Milk Road Show

    The Milk Road Show

    37 Listeners

    web3 with a16z crypto by a16z crypto, Sonal Chokshi, Chris Dixon

    web3 with a16z crypto

    60 Listeners

    Good Game by Imran Khan and Qiao Wang

    Good Game

    12 Listeners

    Bell Curve by Blockworks

    Bell Curve

    36 Listeners

    0xResearch by Blockworks

    0xResearch

    17 Listeners

    Lightspeed by Blockworks

    Lightspeed

    25 Listeners