Cosmo Jiang - Unpacking Digital Asset Treasuries - [Making Markets, EP.70]

• Cosmo Giang, partner at Pantera Capital, discusses the investment thesis behind digital asset treasury companies (DATs) and their role in the crypto ecosystem, particularly highlighting Solana as their largest position.
• Giang compares DATs to traditional financial companies, emphasizing how they can generate yield on assets like Bitcoin and Solana, similar to how banks generate returns on deposits.
• Giang reveals how Solana's smart contract platform offers more sustainable yield potential compared to Bitcoin, leading to Pantera's bullish stance on the cryptocurrency.

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