Foresight News 消息，Pantera Capital 执行合伙人 Paul Veradittakit 在 Consensus 2026 大会上表示，Pantera 目前管理规模达 60 亿美元，2025 年是该机构历史上部署资金最多的一年。尽管加密领域交易数量下降 42%，但风投资金量同比增长 14%，市场已转向高质量项目。机构持有的比特币比例已从 4% 提升至 15%，大型银行及金融机构如摩根大通、高盛、Stripe 等正深度介入加密领域。
Paul Veradittakit 认为 2026 年将是加密货币的「效用之年」，投资主题涵盖 AI 与加密货币结合、代币化 RWA（如股票、黄金、房地产）、稳定币以及 AI 代理基础设施。他指出，亚洲市场在零售端、去中心化永续合约交易以及预测市场方面具有显著优势。对于开发者，他建议应优先关注产品市场契合度并建立可持续业务，而非仅追求代币和快速投机。
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