📊 #PanteraCapital Analysis:

▫ Now is a great time to invest as deal activity has increased - we believe it will continue this year if public markets continue to grow;

▫ $BTC we believe we will see the adoption of Bitcoin L2 and other levels of scalability to support smart contracts;

▫ Clarity will become the “standard” for Bitcoin development, just as Solidity is considered the “standard” for Ethereum development;

▫ $USDC and #PYUSD will be more widely accepted as portfolio options and payment instruments.