“Pantera Capital views the XRP court ruling as a positive black swan for the crypto industry, marking the SEC's first loss on the security status of a crypto asset. The ruling determined...”
Q2 2023
Jun 30, 2023
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Institutional Commentary Gated
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Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $XRP-USD.
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.