Dan Morehead

Pantera Capital

@dan_pantera

Founder, Managing Partner @PanteraCapital – the first investment firm in the U.S. to launch digital currency, early-stage token, and blockchain venture funds.

Dorado Beach panteracapital.com Joined October 2011

226 Following 164K Followers 1.8K Posts

Latest posts 5

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Dan Morehead @dan_pantera Nov 26, 2024

Pantera Bitcoin Fund recently achieved an insane milestone – 1,000x.

The post-election surge has taken the fund a further 30% higher. The Fund’s lifetime return is now 131,165% – net of fees and expenses.

My current outlook on #Bitcoin: panteracapital.com/blockchain-let…

Dan Morehead @dan_pantera Oct 16

A bluff only works when no one at the poker table knows you’re bluffing.

Sliding two $1 billion chips onto the table makes no sense when Treasury has to sell $2 trillion (with a T) bonds every year. We could all see the bet was off by three orders of magnitude.

Own the asset no one at the table can print.
#BuyBitcoin

Dan Morehead @dan_pantera Sep 9

What would an “Ozempic for sleep” look like?

We spend a third of our lives sleeping, yet there has been surprisingly little innovation focused on dramatically improving it.

@mackenziejem is hosting a research day on exactly that question.

RSVP here luma.com/249fnmh6

luma.com Compound Research Day: Ozempic for Sleep · Luma At Compound, we've long been obsessed with sleep, publishing our in-depth research last year. It's among the highest impact indications and arguably the only…

Mackenzie Morehead Verified account @mackenziejem Sep 2

We're hosting a Research Day on Ozempic for Sleep!

Last year we published in-depth research on sleep frontiers
We're now bringing together the world's top researchers and entrepreneurs pushing the bounds of both basic science and translation

RSVP here: luma.com/249fnmh6

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Dan Morehead @dan_pantera Sep 2

With memory being a core bottleneck in the Al build out, Mackenzie breaks down what step function technologies could come after HBM

Mackenzie Morehead Verified account @mackenziejem Sep 1

New Post: What Comes After HBM?
It might be crazy to start a new memory company at outrageous highs... but maybe it's just crazy enough

We profile speculative technologies that could lead to:
1) Faster than HBM Access Speeds
or
2) HBM-like Bandwidth with NAND-Like Density

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Dan Morehead @dan_pantera Apr 1

Mackenzie published a detailed quantitative analysis of biotech platforms.

Good place to start to understand how platform companies from Moderna with mRNA to Isomorphic with AI reach patients and are valued in markets.

Mackenzie Morehead Verified account @mackenziejem Mar 26

New Post: Quantitative Look at Biotech Platforms

Plenty has been written about bio platform strategy but no one's put numbers around it

We used a whole lotta tokens to compile clinical, partnership + financial data on the 100 most successful public platform biotechs of all time

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