your friendly neighborhood IC

I re-visit this probably once a month

So inspiring

I wanted to share the original logic for launching Pantera Bitcoin Fund in 2013 – as it is equally compelling to me today.

That first investment memo still reads well.

In 2013-15 we bought 2% of the world’s bitcoins.

Even after eleven years, bitcoin is **still** squeezing up… https://t.co/crtMzMEQBw

Dan Morehead

I re-visit this probably once a month

So inspiring
https://x.com/dan_pantera/status/1861817783266197963