Pantera Capital expects altcoins with proven protocols to outperform in upcoming cycle
Crypto investment firm Pantera Capital says tokens with promising underlying protocols and product market fit are set to outperform in the upcoming cycle. According to a new report from Pantera Capital, tokens with promising underlying protocols and a demonstrated product-market fit are expect ed to outperform in the upcoming cycle “just as one would expect across other asset classes like equities.” Although Pantera Capital did not name specific tokens, the firm said that over the long term, token selection will be “paramount because outperformance will be on a case-by-case basis and not necessarily in a certain sector or based on fickle, short-lived speculative narratives.” “Our thesis is that altcoins underlying protocols that have product market fit and are generating real revenues with strong unit economics will perform best in the coming cycle, just as one would expect across other asset classes like equities.” Pantera Capital Y...
