“Our Bitcoin fund launched in 2013 and since then it’s grown at nearly an 80% CAGR for the life of the fund. You don’t really see a lot of assets that CAGR at 80% for over a decade.” - @cosmo_jiang
That’s the context most people forget during pullbacks.
Digital assets aren’t a one-cycle trade. They’re a long-duration trend.
Pantera has lived through:
• 4 bull markets
• 3 bear markets
Volatility isn’t new. Pullbacks aren’t new. But decade-long compounding at this magnitude is rare.
A 30% reset doesn’t change the trajectory.
For long-term investors, it can be the moment to start averaging in — slowly, deliberately, and with conviction.
@CNBCTheExchange