According to Odaily, Joe McCann, founder, CEO, and CIO of Asymmetric Financial, disclosed that his company manages two liquid funds with assets under management (AUM) in the nine-figure and eight-figure ranges. The firm continues to invest in Bitcoin while increasing its holdings in Solana. McCann believes that Solana (SOL) has the potential to surpass Ethereum (ETH).
Additionally, Kyle Samani, managing partner at Multicoin Capital, expressed growing confidence in decentralized physical and virtual infrastructure network projects (DePIN and DeVIN) as well as stablecoins. Meanwhile, Cosmo Jiang, portfolio manager at Pantera Capital, emphasized that the company will continue to focus on fundamentals, particularly in the DeFi, DePIN, and artificial intelligence sectors. Pantera's investment interests include Solana, Toncoin, Hivemapper, Geodnet, Near, and Bittensor, reflecting its broad interest across various industries.