Speaking to Andrew Sorkin on CNBC’s Squawk Box, Pantera Capital founder and Managing Partner Dan Morehead revealed that Solana (SOL) is currently the firm’s largest crypto position. It’s currently worth around $1.1 billion. This accounts for 23% of Pantera’s $4.7 billion in assets under management. It underlines the venture firm’s conviction in Solana’s long-term dominance.
Morehead emphasized that crypto will not be a winner-take-all market: “There will be lots of blockchains that are important, but our biggest position is Solana.” He added that Solana’s transaction throughput of 9 billion daily already surpasses traditional capital markets, giving it a unique edge over competitors.
Pantera is obviously placing a large wager on Solana. Retail investors, meanwhile, are searching beyond the headlines to determine which assets present the best chances for the upcoming bull market. The three altcoins discussed below have been noted for their combination of existing infrastructure, community activity, and intended practical applications.
- Little Pepe (LILPEPE)
Little Pepe (LILPEPE) is all about cultural momentum combined with blockchain utility. It is building the first Layer-2 dedicated exclusively to meme coins. This chain offers speed, ultra-low fees, and anti-sniper bot protection during launches.
What makes it unique is the ecosystem approach:
- A meme coin launchpad to incubate new projects.
- Guaranteed listings on two top centralized exchanges at launch.
- A roadmap that includes expanding liquidity, building community-driven apps, and targeting eventual listing on the world’s largest exchange.
The presale is already showing high demand. Current stats for Stage 13 are:
- Next Stage Price: $0.0023
- USD Raised: $26,005,342 / $28,775,000
- Tokens Sold: 15,991,063,441 / 17,250,000,000 (92.70%)
- Sei (SEI): The Breakout Layer-1 to Watch
Sei has steadily built momentum in 2025, with its price climbing to $0.33. It’s now pressing against a major resistance zone near $0.35. Market structure shows a symmetrical triangle formation, a setup that often precedes decisive breakouts. If Sei closes above this barrier, analysts expect a sharp rally toward $0.45. It could edge toward $0.60 in the medium term.
The network is specifically designed for high-performance trading applications, prioritizing speed and low-latency execution. With decentralized finance (DeFi) and orderbook-based exchanges demanding greater throughput, Sei is positioning itself as a natural competitor to Solana and Ethereum in the trading-focused niche.
Key Technicals Highlight The Opportunity:
- Strong support around $0.28–$0.30, with whales defending dips.
- A major sell wall at $0.35. Once broken, it could unleash pent-up demand.
- Momentum indicators like the MACD and RVI show bullish crossovers. This points to increasing buying pressure.
It has a market cap of around $2 billion and trading volumes above $200 million daily. Thus, SEI is no longer a hidden gem but still has ample room to grow. If adoption expands and the $0.35 level flips into support, Sei could emerge as one of the top-performing mid-cap Layer-1s of the next cycle.
- Stellar (XLM): Cross-Border Utility Meets Technical Breakout
Additionally, Stellar is receiving more attention. This comes as the necessity for cross-border payment solutions is brought to light by geopolitical and legislative events. Stablecoin partnerships and ISO 20022 compliance position Stellar for regulatory growth, while its remittance focus supports global digital payment adoption. The use of digital payment rails is continuing to grow globally. This could fuel demand for XLM from both retail and enterprise users. On the technical front, XLM is consolidating around $0.39–$0.40. Analysts point to a developing inverse head-and-shoulders pattern. A confirmed breakout above $0.50 could set the stage for a run to $1.00. This will more than double its current value, with further upsides expected in the long term.
Final Thoughts
Pantera Capital’s substantial investment in Solana highlights the institutional concentration on key Layer-1 platforms. However, for individual investors, the market presents a broader array of opportunities. The three assets discussed—LILPEPE, SEI, and XLM—represent diverse segments of the crypto ecosystem, offering innovation in infrastructure, cultural engagement, and real-world financial utility, making them assets to observe as the market cycle progresses.
For more information about Little Pepe (LILPEPE) visit the links below:
Website: https://littlepepe.com
Whitepaper: https://littlepepe.com/whitepaper.pdf
Telegram: https://t.me/littlepepetoken
Twitter/X: https://x.com/littlepepetoken
Disclaimer: This content is a paid advertisement and is intended for informational purposes only. It does not constitute financial advice, investment advice, trading advice, or any other sort of advice. You should not treat any information in this content as a guarantee of future performance. The cryptocurrency market is volatile and involves significant risks. You should conduct your own research and consult with a qualified financial professional before making any investment decisions.
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