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The Solana Bull Thesis & Pantera's DAT Strategy | Cosmo Jiang

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Manage episode 508032099 series 3573039
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Gm! This week Cosmo Jiang joins the show to discuss Pantera's latest Solana treasury company, Helius. We deep dive into why Pantera is so bullish on Solana—with over $1 billion in disclosed SOL holdings—how to structure a DAT deal, what’s next for Helius, and more. Enjoy!

--

Follow Cosmo: https://x.com/cosmo_jiang

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

--

Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

--

Katana directs chain revenue back to DeFi users for consistently higher yields.

It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--(00:00) Introduction

(06:49) Katana Ad

(07:51) Why Pantera Launched Helius

(21:09) Why Should DATs Trade At A Premium To NAV?

(29:02) Katana Ad

(30:04) The Helius Acquisition Strategy

(32:09) The Role Of DATs On Crypto Foundations

(39:02) What’s Next For Helius?

(43:38) Structuring DAT Deals

(48:07) Final Thoughts

--

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

  continue reading

230 episodes

Artwork
iconShare
 
Manage episode 508032099 series 3573039
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Gm! This week Cosmo Jiang joins the show to discuss Pantera's latest Solana treasury company, Helius. We deep dive into why Pantera is so bullish on Solana—with over $1 billion in disclosed SOL holdings—how to structure a DAT deal, what’s next for Helius, and more. Enjoy!

--

Follow Cosmo: https://x.com/cosmo_jiang

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

--

Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

--

Katana directs chain revenue back to DeFi users for consistently higher yields.

It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--(00:00) Introduction

(06:49) Katana Ad

(07:51) Why Pantera Launched Helius

(21:09) Why Should DATs Trade At A Premium To NAV?

(29:02) Katana Ad

(30:04) The Helius Acquisition Strategy

(32:09) The Role Of DATs On Crypto Foundations

(39:02) What’s Next For Helius?

(43:38) Structuring DAT Deals

(48:07) Final Thoughts

--

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

  continue reading

230 episodes

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