I am excited to announce that I am joining Pantera as a Junior Partner, investing across all things finance with a focus on fintech. My career has placed me on every side of the table: as an investor, a founder, and an operator inside one of the world’s largest payments networks.

 

Since its first bitcoin investment in 2013, Pantera has backed the companies laying the foundation for modern finance: Coinbase in exchanges, Circle in stablecoins, Coinflow in payments, Ondo in tokenized assets, Morpho in lending, and Novig in prediction markets. The firm has invested through every cycle and backed 25 unicorns. Thank you to Dan, Paul, Franklin, and Cosmo for the opportunity to build on that work.

Experience

Growing up in Silicon Valley, I saw how new technology can reshape entire industries, and that perspective has guided my career.

 

After getting my degree in Finance from the Foster School of Business, I co-founded Pantheon, a Web3 gaming company, and served as CTO before transitioning to CEO. Building a company from the ground up gave me a firsthand understanding of the challenges founders face and what they need from their investors.

After that, at Visa my team led crypto strategy and research. I built the Visa Onchain Analytics Dashboard to highlight real volumes within stablecoin payments and trading. The dashboard is now one of the most widely cited sources of stablecoin data in the industry and tracks roughly $1.8 trillion in adjusted monthly volume.

Most recently, I led fintech investments at Nascent, a proprietary trading firm with a DeFi-focused venture arm.Prior to that, I invested at Coinbase Ventures, backing early-stage teams at the intersection of crypto and traditional finance.

Guiding Principles

I invest in founders building the next generation of financial services across finance and fintech. A few beliefs guide my work:

 

Stablecoins will change how money moves. Stablecoin supply now exceeds $300 billion, and digital dollars carry more than a trillion dollars of real economic activity each month. Payments, treasury, and cross-border products built on them can be faster and cheaper than the systems they replace, especially in markets that traditional banking has underserved.

 

Fintech and DeFi will converge. Fintech companies bring distribution, licenses, and customer trust, while DeFi brings open, programmable infrastructure. The strongest financial products will combine the two. Fintech companies bring distribution, licenses, and customer trust, while DeFi brings open, programmable infrastructure. The strongest financial products will combine the two with Coinbase & Morpho as a leading example enabling $3 billion in onchain lending. The entire non-physical financial lifecycle, from payments to trading, clearing, and settlement, will move onchain, with DeFi protocols as core infrastructure.

 

New markets will form around new resources. GPU compute, electricity, data, and real-world events are becoming assets that people need to trade, hedge, and finance, with AI agents beginning to transact on their own. Each needs exchanges, credit, and settlement infrastructure, and I want to back the founders building it.

 

Founders building across these categories can reach me at jack@panteracapital.com.

 

JACK SIMISON JUNIOR PARTNER