Stateful
Whether you’re a founder, investor, or simply blockchain-curious, Stateful brings you behind the curtain with the team that’s been first to nearly every milestone in the space.
Pantera Capital was the first U.S. institutional asset manager exclusively focused on blockchain technology, launching the first U.S. crypto fund when bitcoin traded at $65. Since 2013, Pantera has pioneered venture equity, early-stage tokens, and liquid digital asset strategies—backing more than 100 blockchain companies and 110 token projects globally.
Episodes
11 episodes
Vercel Is Building the Infrastructure Layer for Human-Verified Agents
Mason Nystrom sits down with Tom Occhino, Chief Product Officer at Vercel, to explore how Vercel is evolving from the front-end cloud into agentic infrastructure, and why their partnership with World ID is giving humans a way to be first-class ...
Sam Altman: Proof of Human in the Age of AI
Sam Altman (World/OpenAI) joins Cosmo Jiang (Pantera Capital) to discuss why proof of human is the necessary complement to powerful AI. Then Mason Nystrom turns the mic on Cosmo to break down the investment case for World.T...
Agentic Payments - the Builder’s Perspective
Mason Nystrom sits down with Cuy Sheffield (Visa Crypto) and Jay Yu (Pantera Capital) to explore the future of agentic payments at the intersection of AI, crypto, and cards.Stablecoin supply grew 40% in 2025. Adjusted transaction volume ...
The $200 Trillion Market: Agentic Payments and Cross Border FX
Mason Nystrom sits down with Prabhakar Reddy, founder and CEO of OpenFX, one of Pantera's most recent portfolio companies, to explore why cross-border FX is still broken and how OpenFX is rebuilding money movement from the ground up.The pro...
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Capital Markets Are Moving Onchain with Franklin Templeton & Ondo Finance
Franklin Bi (Pantera Capital) sits down with Sandy Kaul (Franklin Templeton) and Ian De Bode (Ondo Finance) to explore why tokenization is no longer a back-office experiment and how it is quietly rewiring global capital markets.The partners...
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Prediction Markets and the Disruption of Sports Betting
Mason Nystrom sits down with Jacob Fortinsky (Novig) to explore why sports betting is broken, how prediction markets are replacing the casino model, and why the $2T global sports market is ripe for disruption.Website: https://novig.com/...
The Future of Onchain Capital Markets
Mason Nystrom sits down with Austin Adams (Doppler Protocol) to explore why token launches are broken, how traditional IPOs died, and what onchain capital markets can fix.The problem: 20% of all token launches in 2025 traded be...
The Convergence of AI and Crypto
Mason Nystrom sits down with Sam Lehman (Pantera Capital) and Rishin Sharma (Solana Foundation) to explore the convergence of AI and crypto—where $211B in AI funding meets blockchain innovation.AI attracted $211 billion in VC funding in ...
Bitcoin vs Gold: What 2026 Holds for Investors
Mason Nystrom sits down with Mike Kremer (Tulip King, CounterpartyTV) and Brian Breslow (No Limit Holdings) to break down Bitcoin's 2025 underperformance vs gold and what's next for crypto.2025 Reality Check:Bitcoin went negative while g...
Crypto Is Getting Tough Again: Who Wins & Loses
Mason Nystrom sits down with Hootie Rashidifard (Hash3) and Alana Levin (Variant) to break down 2025's winners and losers—plus bold predictions for 2026.2025 Winners: Stablecoins ($30M→$1T volume), prediction markets, Robinhood, Stripe, ...
State of Crypto VC : $34B Raised, 50% Fewer Deals
Welcome to Stateful, the Pantera Podcast.In our inaugural episode, host Mason Nystrom sits down with two of crypto's most experienced investors: Paul Veradittakit, Managing Partner at Pantera Capital with 11 years investing in the space,...