The fund’s top three performers for the hard-hit November period were Cosmos’ ATOM token, Chainlink’s LINK and Optimism’s OP, while Uniswap’s UNI, Solana’s SOL and ether took the bottom slots, according to the call presentation. Pantera had a position in solana and sold “a lot of it” right after the FTX troubles hit the news, selling in the $20 range and exiting before the token dropped down to the $10 range, Krug said.
