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On Stateful, we go deep into blockchain venture capital: investing in DeFi, digital asset treasuries, Solana, and the frontier of Web3 infrastructure. Each episode unpacks Pantera’s new investments, explores the dynamics of asymmetric returns, and provides insights into the projects and protocols shaping the next generation of finance.
Whether you’re a founder, investor, or simply blockchain-curious, Stateful brings you behind the curtain with the team that’s been first to nearly every milestone in the space.
Whether you’re a founder, investor, or simply blockchain-curious, Stateful brings you behind the curtain with the team that’s been first to nearly every milestone in the space.
Pantera Capital was the first U.S. institutional asset manager exclusively focused on blockchain technology, launching the first U.S. crypto fund when bitcoin traded at $65. Since 2013, Pantera has pioneered venture equity, early-stage tokens, and liquid digital asset strategies—backing more than 100 blockchain companies and 110 token projects globally.
26 Episodes
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Franklin Bi sits down with Jon Shaffer, CEO of Fission, and Steve Bendit, Chief Revenue Officer, to discuss Pantera leading their Series A and why private markets, not public equities, are the real tokenization opportunity. Private markets represent roughly $18 trillion in assets, yet much of the industry still relies on manual processes, from subscription agreements to ownership transfers. Even the world’s largest asset managers operate within these traditional systems. Tokenization is a ste...
Franklin Bi sits down with Nikil Viswanathan, co-founder and CEO of Alchemy, and Johann Kerbrat, who leads Crypto and International at Robinhood, to explore how tokenized assets, stablecoins, and agentic commerce are converging on Robinhood Chain. The chain is two months old. It already accounts for 40% of all new developers on Alchemy and 78% of new app traffic, and in API calls it runs at roughly a quarter the volume of Google search. Meanwhile, most of the world still cannot buy a US stock...
The CLARITY Act did not advance in the Senate. Prediction markets now put 2026 passage in the single digits. Mason Nystrom sits down with Katrina Paglia, Chief Legal Officer at Pantera Capital, to break down what the path forward looks like for digital asset regulation in the US. Key Topics: - Why CLARITY failed: the conflicts of interest provisions around what federal employees can hold and invest in became the sticking point, not the bank and exchange yield fight that was already compromi...
Franklin Bi sits down with Daryl Xu and Viktoriya Hying, co-founders of B3, and Yorke Rhodes (NYU) to announce the launch of B3IQ and explore why owning your own compute is becoming essential for anyone running open source AI. Open source models are catching up fast, but the hardware to run them is gatekept. Frontier labs have locked up hyperscaler capacity years in advance. Researchers get their accounts banned for studying human trafficking. Startups get put in line for last-generation chip...
Mason Nystrom sits down with Christian Pickett and Bera Sogut, co-founders of Orthogonal, to explore why the agent economy needs infrastructure before it needs more intelligence, and how Orthogonal is building the missing layer that lets AI agents discover, call, and pay for services on their own. The problem: an agent can decide what to do but cannot do it. Using a new service requires another integration, another API key, another contract, and another bill, each set up by a human. Orthogon...
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