Why Bitcoin Could Outshine Wall Street: Pantera CEO Explains

By: bitcoin ethereum news|2025/05/15 09:15:05
0
Share
copy
Dan Morehead, CEO of Pantera Capital, believes the current crypto market is significantly undervalued and represents a rare buying window for investors, especially in light of recent political and macroeconomic shifts. Speaking at TOKEN2049 in Dubai, Morehead emphasized that digital assets like Bitcoin are poised to thrive under the pro-crypto environment fostered by U.S. President Donald Trump’s administration. He pointed to sweeping policy changes, including executive orders and strategic Bitcoin reserves, as signs of a rapidly evolving financial landscape. “Given the scale of these political developments, the fact that markets have only moved up 35% is a gift,” Morehead stated, adding that Pantera’s Bitcoin fund historically delivers 85% annualized returns. “From that perspective, we’re still at ground level.” Morehead contrasted this with what he sees as overvalued traditional markets. Citing that Bitcoin is up 50% year-over-year while the S&P 500 lags at 8%, he argued that stocks and bonds now carry excessive risk relative to their returns. “The equity risk premium is disappearing,” he said. “Either bond yields need to climb sharply, or equities are in for a correction. Crypto, by contrast, remains one of the few safe havens in a turbulent economic world.” As institutions begin to embrace crypto amid growing policy support, Morehead predicts capital will continue to shift into blockchain assets, positioning the sector for an extended bullish phase. Reporter at Coindoo Alex is an experienced finance journalist and a cryptocurrency and blockchain enthusiast. With over 8 years of experience covering the crypto, blockchain and fintech industries, he deeply understands the complex and constantly evolving world of digital assets. His insightful and thought-provoking articles provide readers with a clear picture of the latest developments and trends in the market. His passionate approach allows him to break down complex ideas into accessible and insightful content. Follow up on his content to be up to date with the most important trends and topics. Related stories Next article !function(f,b,e,v,n,t,s){if(f.fbq)return;n=f.fbq=function(){n.callMethod?n.callMethod.apply(n,arguments):n.queue.push(arguments)};if(!f._fbq)f._fbq=n;n.push=n;n.loaded=!0;n.version='2.0';n.queue=[];t=b.createElement(e);t.async=!0;t.src=v;s=b.getElementsByTagName(e)[0];s.parentNode.insertBefore(t,s)}(window,document,'script','https://connect.facebook.net/en_US/fbevents.js');fbq('init','1188189499475368');fbq('track','PageView'); Source: https://coindoo.com/why-bitcoin-could-outshine-wall-street-pantera-ceo-explains/

You may also like

Particle Founder: The entrepreneurial insights I have gained the most from in the past year

Stop lean startup, stop lightning entrepreneurship, and think carefully about what your product aspirations are.

Huang Renxun's latest podcast transcript: The future of Nvidia, the development of embodied intelligence and agents, the explosion of inference demand, and the public relations crisis of artificial intelligence

The competition in the future is not just about whose model is larger or whose computing power is stronger, but also about who understands the industry better, who can embed AI more deeply into real processes, and who can organize these capabilities into a runnable and scalable system.

OKX Ventures Research Report: AI Agent Economic Infrastructure Research Report (Part 1)

The existing infrastructure is hostile to the Agent economy. Agents can think and act independently at the "capability level," but at the "economic level," they are still locked into infrastructure designed for humans.

The migration of settlement rights: B18 and the institutional starting point of on-chain banks

In the traditional system, banks decide the settlement; in the on-chain system, code begins to take over this responsibility.

From Tencent and Circle: Looking at the Simple and Difficult Questions of Investment

The AI narrative continues to ferment, but the recent performance of related stocks varies, with some in the midst of summer and others as if in winter.

The second half of stablecoins no longer belongs to the crypto circle

What Coinbase doesn't want, Mastercard is eager to buy.

Popular coins

Latest Crypto News

Read more