Pantera Capital Pours $300M into Crypto Treasuries to Boost Yield

Pantera Capital has committed $300 million to fund Crypto Treasuries through Digital Asset Treasury (DAT) firms across the US, UK and Israel. These DATs hold reserves in Bitcoin (BTC), Ethereum (ETH), Solana (SOL), BNB, TON, HYPE, SUI and USDe. Pantera’s strategy focuses on active yield generation, deploying assets via staking, lending and on-chain tactics. Early partners include BitMine Immersion Technologies, which holds 1.15 million ETH, and Metaplanet and The Smarter Web Company, each with over $50 million in BTC. Pantera’s DAT Fund, led by Cosmo Jiang and Erik Lowe, aims for per-share accretion and long-term growth. The move underscores a shift from passive ETFs to on-chain treasury management. Traders should monitor crypto treasuries as institutional demand and yield-seeking strategies intensify.
Bullish
Pantera’s large-scale investment in crypto treasuries signals growing institutional confidence in on-chain yield strategies. In the short term, this demand may drive up the market value of assets like ETH and BTC as treasuries accumulate reserves. Over the long term, active treasury management could set a new standard beyond passive ETF holdings, attracting sustained capital inflows. Traders are likely to view this as a bullish indicator for major cryptocurrencies linked to crypto treasuries.