Pantera: Bitcoin will 'massively' outperform gold over 10 years, says Pantera's Dan Morehead

“I think crypto starts to become invisibly more part of everyone's lives," said Tom Lee — the two appeared on a panel together Tuesday morning at the Ondo Summit in New York. What to know : Pantera Capital CEO Dan Morehead said he expects bitcoin to "massively outperform" gold over the next decade, arguing that fixed-supply assets will benefit as fiat currencies are debased. Fundstrat’s Tom Lee argued that the current crypto market no longer follows a simple four-year cycle, citing rising Ethereum activity and a major deleveraging event in late 2025. The two appeared together on Tuesday on a panel at the Ondo Summit in New York City.