Investors / stance tracking
What Franklin Bi is saying
FollowFollowingUnfollowGeneral partner, Pantera Capital
4 dated public stances tracked since 2025-01-27, most recently 2025-01-27. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Franklin Bi's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Franklin Bi is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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4
tracked stances
4
themes
0
side flips
2025-01-27
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| BLOCKCHAIN GAMING | 1 | 1 bullish | 2025-01-27 | |
| Crypto Other | 1 | 1 bullish | 2025-01-27 | |
| ONDO | 1 | 1 bullish | 2025-01-27 | |
| RWA | 1 | 1 bullish | 2025-01-27 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2025-01-27
Crypto Other
bullish
The Compound · video
Trump's executive order removes the regulatory chokepoint that suppressed a decade of blockchain entrepreneurship, unlocking a wave of developer talent and institutional capital that had been held back by banking access restrictions and SEC enforcement…
“2025 will be a turning point for the crypto industry”
Top Predictions for Crypto in 2025
2025-01-27
ONDO
bullish
The Compound · video
Ondo is tokenizing US Treasuries as a template for all traditional assets, unlocking global demand from investors who lack access to US financial infrastructure via local brokerages.
“Ando I think is one of the biggest stories to watch this year”
Top Predictions for Crypto in 2025
2025-01-27
RWA
bullish
The Compound · video
Tokenized real-world assets will dominate on-chain value growth as major financial institutions get regulatory green-lights, converting traditionally siloed local-market securities into globally tradeable instruments that price-discover against a far larger…
“this is just a set of dominoes that's starting to fall”
Top Predictions for Crypto in 2025
2025-01-27
BLOCKCHAIN GAMING
bullish
The Compound · video
Gaming is crypto's 'Farmville moment' — the first application to onboard mainstream (non-investor) users by embedding blockchain asset ownership invisibly into addictive mobile games, enabling cross-border in-game asset sales that were impossible…
“crypto is starting to hit that Farmville moment”
Top Predictions for Crypto in 2025
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