Dan Morehead@dan_pantera · 7 天前观点输出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
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Dan Morehead@dan_pantera · 7 天前观点输出A bluff only works when no one at the poker table knows you’re bluffing.
Sliding two $1bn 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
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Dan Morehead@dan_pantera · 2026/09/09观点输出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 https://t.co/jQ9SlZdCGI
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Dan Morehead@dan_pantera · 2026/09/02观点输出With memory being a core bottleneck in the Al build out, Mackenzie breaks down what step function technologies could come after HBM
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Dan Morehead@dan_pantera · 2026/08/25观点输出@VinnyLingham Congrats! Thats awesome.
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Dan Morehead@dan_pantera · 2026/08/17赛道影响RT @PanteraCapital: “AI Agents will choose the fastest, cheapest, most frictionless rails."
@cosmo_jiang sat down with @CoinDesk this morn…
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Dan Morehead@dan_pantera · 2026/07/21观点输出RT @PanteraCapital: https://t.co/GK3zox3SvF
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Dan Morehead@dan_pantera · 2026/06/11赛道影响RT @PanteraCapital: AI agents won’t walk into a bank and open a traditional account.
They need digital money. They need crypto.
@dan_pant…
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Dan Morehead@dan_pantera · 2026/05/30观点输出RT @PanteraCapital: https://t.co/aEVYgf1ntr
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Dan Morehead@dan_pantera · 2026/05/20观点输出RT @BlackRock: From early conviction to institutional adoption, #crypto investing is entering a new phase.
Host of The Bid #podcast, Osc…
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
评论
暂无评论