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Why Digital Asset Treasuries Will Change Crypto Forever w/ @zhang_matt
Token funds that buy, build, and never sell.
That’s the thesis.
Matt thinks that DATs will eat ETFs alive.
Tune in to know more
⏱ TIME POINTS ⏱
00:00 – Intro
02:01 – Hivemind’s Vision
03:59 – Post-FTX VC Landscape
08:21 – Regulation Is Flipping Bullish
11:22 – Crypto IPO Boom?
13:34 – DATs Explained
17:15 – Figure Markets
17:50 – Gemini Credit Card
18:28 – Spotting Good DATs
22:00 – DATs vs ETFs
25:35 – DATs & Revenue
30:38 – Buyback + Burn Loop
35:15 – Future of DATs
39:23 – Hidden Market Plays
42:25 – Q4 Outlook
46:02 – Wrap-Up
46:19 - SX Bet
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