About
Dan Morehead, a former Tiger Management macro trader and CFO, pivoted a macro fund to crypto and launched an early bitcoin fund, viewing bitcoin and blockchain as macro trades.
Dan Morehead @dan_pantera
Mackenzie published a detailed quantitative analysis of biotech platforms. Good place to start to understand how platform companies from Moderna with mRNA to Isomorphic with AI reach patients and are valued in markets. https://t.co/MUOP6W4s10
Apr 1, 2026 · ♥ 15 · ⇄ 3
Dan Morehead @dan_pantera
AI agents aren't going to go down the street to an ionic column, marble bank to get a normal bank account, and transact in paper money. They have to use electronic money. So, as AI agents become more impactful, they have to use blockchain assets and that will just increase https://t.co/spdkg4smaJ
Mar 4, 2026 · ♥ 111 · ⇄ 17
Dan Morehead @dan_pantera
Looking forward to a great conversation with @fundstrat (Tom Lee) today at Ondo Summit at 10:40am EST. We'll discuss the macro environment, regulation, and the evolution of onchain finance. https://t.co/3bweFaSwMi
Feb 3, 2026 · ♥ 110 · ⇄ 14
Invests in
ConsumerCrypto & Web3Developer ToolsEnterprise SoftwareFintech
Deals · 1
Figure Markets Holdings, Inc.Board seat
via Pantera Capital · filed Aug 2024 · $73.3M raise
Attribution from SEC filings, press coverage, and firm rosters.
Colleagues at Pantera Capital
Network11
Investors connected to Dan in public investor directories — a warm-intro map.