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Dan Morehead

CEO & Founder, Pantera Capital

Search every verified Dan Morehead interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Dan Morehead, founder and CEO of Pantera Capital, appeared in interviews in September 2026 discussing institutional adoption of blockchain and U.S. fiscal policy. In a September 20 appearance, Morehead said that the U.S. election removed the last major barrier to institutional crypto investment, citing the defeat of anti-crypto congressional candidates in 54 of 58 races. He stated that firms such as Franklin Templeton, Fidelity, and BlackRock have addressed earlier institutional objections, and he predicted that within ten years every institution would have a blockchain allocation, noting that the median institutional investor currently has zero direct blockchain exposure. In separate September 1 and September 2 Bloomberg interviews, Morehead commented on Treasury Secretary Scott Bessent's bond buyback announcement. He described the $2 billion weekly purchase plan as a "bluff" that "backfired," arguing it was ineffective given the government's need to sell $2 trillion in bonds annually. Morehead said the plan highlighted long-term fiscal challenges, including projected deficits rising to $3.6 trillion in ten years, and he attributed recent rallies in Bitcoin and gold to concerns about government debt and inflation, which he said was running at 3.4%. He contrasted Bitcoin's historical annual appreciation of roughly 70% with the dollar's annual devaluation.

Recent appearances

Verified interview transcripts

Notable quotes

“Only 37% of institutional investors have any exposure to Bitcoin, other cryptocurrencies or blockchain venture. That's so bullish, right? That 67% have zero and have to buy. And then all of them have to go from like 30 basis points or whatever they are now up to where 8% or something that it's going to be in 10 years. This is the first trade in my 40 years of doing this where it's quote smart money missed it and it's”

“I think within a time period like five to at most 10 years, there's going to be massive strategic Bitcoin reserves. The non-consensus part of this view is I think the countries that are antagonistic with the United States are going to buy a ton of Bitcoin. Countries like China and Russia. They have a thousand years of their life savings stored in a treasury bond that Scott Besson can cancel. That's pretty risky. If I”

“Stable coins are pumping our deficit out to anybody on earth with a smartphone. If you're trying to run a $2 trillion deficit in the United States, a great thing is to be pro stable coin. It's helping make the US dollar more important than it would be otherwise. It's mitigating the impact of other currencies.”

“AI is very important, it's going to go up big time over the long haul, but it seems to be pretty fully priced right now. We have an index of 10 of the top AI companies both private and public and that is trading at 33% over its log trend of the last four years. And then we've long graphed Bitcoin versus its log trend and it's 43% cheap to its trend. That's the biggest divergence we've seen in history of AI being very”

“The Fed now calls stable prices 2% debasement which is crazy. Even at our current rate of debasement, your savings are debased by 90% during your lifetime.”

“People will realize you don't need the state to sponsor money and you could use money like Bitcoin or other cryptocurrencies.”

The summary and quote tags on this profile are produced with AI assistance from verified, first-person interview transcripts, then checked by our team to confirm the speaker's identity and the accuracy of every quote. See how we verify →