Noteworth crypto venture capital firm, Pantera Capital, suggests that the crypto industry may be moving beyond speculative cycles and entering a phase of mass adoption and diffusion. The firm highlights factors such as high on-chain activity, stablecoin adoption, improving regulatory conditions, and favorable macroeconomic trends as drivers of this change. Pantera Capital believes that the industry is poised for sustainable and meaningful growth, presenting opportunities for long-term investors. Key statistics mentioned include annualized revenue of $6 billion for layer-1 blockchains, $10 billion for on-chain applications, and 17 million daily active addresses. The firm also mentions the importance of regulatory clarity and the recent appointment of a White House AI & Crypto Czar. Furthermore, Pantera Capital emphasizes that fiscal policies in the US and China, along with global liquidity, are aligning with the crypto industry's structural tailwinds, potentially paving the way for a period of durable growth.



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