VeradiVerdict
Paul VeradittakitA weekly newsletter by Paul Veradittakit, crypto investor at Pantera Capital
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 347 | Founded | 7 years ago | Last Issue | 3 days ago |
| Active | |||||
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veradiverdict.comLatest Issues
The Founder Market Fit
Summary
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Founder-market fit is the most durable signal in venture. Markets, regulations, and products constantly change, but the pairing of a specific founder to a specific market is the one thing that stays constant.
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We have n...
Space Needs a Trust Layer
Summary
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SpaceX IPO Momentum: SPCX debuted as the largest IPO in history. SpaceX priced at $135/share, raising $75 billion, which gave it a valuation of around $1.75 trillion at IPO price.
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Blockchain X Space: On the same day as...
The Next Great Tech Convergence: Why AI Needs Blockchain
Summary
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AI and blockchain are converging across four pillars: payments, identity, open systems, and resource aggregation. Each is already in production, with Pantera portfolio companies active across all four verticals.
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The phil...
A Landmark Win for Crypto
This week, May 14, 2026, the U.S. Senate Banking Committee delivered a historic bipartisan vote, advancing the Digital Asset Market Clarity Act of 2025 (CLARITY Act) out of committee by a 15-9 margin. All Republicans on the committee were j...
Wall Street Goes Onchain: Why the Ondo x Franklin Templeton Deal Changes Everything
Summary
- Franklin Templeton and Ondo Finance have tokenized five ETFs — spanning U.S. equities, fixed income, and gold — available 24/7 through crypto wallets, with no brokerage account required. The partnership is the largest inst...
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Authors
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Paul Veradittakit is a Managing Partner at Pantera Capital and focuses on the firm’s venture capital and hedge fund investments.
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