Investors often ask us where value will accrue in blockchain – whether it’s venture capital investing in companies like Coinbase and Circle, or investing in the underlying tokens before they launch, or capturing alpha in the secondary markets. We think the answer is: all three.
To achieve this multi-faceted exposure, many investors view blockchain as an asset class and would prefer to have a manager allocate amongst the various assets. This compelled us to create Pantera Blockchain Fund, which we are launching this year.
Pantera’s investment team discusses the Fund strategy in further detail.