The post While You Were Panic Selling, Pantera Capital Was Watching These 4 Crypto Trends appeared on BitcoinEthereumNews.com.

The post While You Were Panic Selling, Pantera Capital Was Watching These 4 Crypto Trends appeared first on Coinpedia Fintech News Bitcoin is struggling to hold above $73,000 and crypto sentiment has been deeply negative for weeks. Mason Nystrom, junior partner at Pantera Capital, joined the Milk Road Show recently, explaining why he sees the current environment as an opportunity, not a warning sign. His thesis cuts directly against the fear dominating markets right now. The Market Is Pricing Assets Differently Now Nystrom’s central argument is that the sluggishness is not weakness – it is the market learning to value assets on fundamentals rather than speculation. “The crypto industry is maturing and starting to look at fundamentals and how we value these assets,” he said. “Starting to value them more based on actual usage and transaction revenue.” His evidence is specific. In February 2026, Solana led all chains including Ethereum in adjusted stablecoin transaction volume for the first time in its history. The average transaction on Solana runs $4,200. On Ethereum, $45,000. Two chains serving two distinct markets – retail payments and B2B transactions on one side, institutional capital markets on the other. Nystrom sees both winning. Where Pantera Is Deploying Capital Stablecoins have absorbed the largest share of venture investment over the past 12 to 24 months, according to Nystrom. Infrastructure companies Bridge and BNK have already been acquired by major fintech players. The category has found product market fit. His forward-looking focus sits on three intersecting trends – prediction markets, on-chain capital formation, and what he calls “neo finance.” He describes neo finance as the convergence of crypto, AI, and fintech. “AI is truly about abundance and more creation and crypto is inherently a technology that provides scarcity and verifiability,” he said. “It’s natural that those two things…

---

Filed under: News - @ March 18, 2026 9:26 pm