Pantera Reveals Its Bets on Stocks That Adopted ‘Digital Asset Treasury’ Strategy

Crypto investment firm Pantera Capital revealed a series of concentrated bets on a growing class of publicly-traded companies holding large digital asset reserves on Thursday.Among Pantera’s portfolio is Twenty One Capital (CEP), a Bitcoin-focused treasury firm led by Jack Mallers and backed by Tether, Softbank and Cantor Fitzgerald, according to a note by general partner Cosmo Jiang. The firm also disclosed it is an early backer of DeFi Development Corp (DFDV), which applies the model to Solana SOL, and Sharplink Gaming (SBET), the Ethereum ETH treasury play supported by Ethereum software firm ConsenSys, per the note.This investment push signals Pantera’s broader belief that traditional financial structures are increasingly viable pathways into digital assets, even as spot-based exchange-traded funds (ETF) and other regulated products expand source: https://www.coindesk.com/markets/2025/05/29/pantera-reveals-its-bets-on-stocks-that-adopted-digital-asset-treasury-strategy