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#37: Timothée (The DATfather)

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Manage episode 506448505 series 3468781
Content provided by huf. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by huf 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.

The marginal buyer of crypto today? Digital Asset Treasury Companies (DATCos).

Understanding DATs - how they’re structured, who’s behind them, and where they’re headed - is key to decoding the next 6–12 months in crypto markets.

In this episode, we dive into:

  • The evolution of DATs and today’s landscape
  • Who’s buying, why they matter, and how the flows work
  • The risks when mNAV slips below 1
  • Key signals to watch for in filings
  • Tim’s take on how DATs are reshaping crypto market structure

I loved this conversation with one of the sharpest minds in the space - full of insights you won’t want to miss.

Tim's X: https://x.com/tx0zz

This episode is sponsored by Pear Protocol.
Pear Protocol is the first and only dedicated platform for pairs trading (Long-Short)
Visit us on pear.garden to start pair trading today.

  continue reading

36 episodes

Artwork
iconShare
 
Manage episode 506448505 series 3468781
Content provided by huf. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by huf 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.

The marginal buyer of crypto today? Digital Asset Treasury Companies (DATCos).

Understanding DATs - how they’re structured, who’s behind them, and where they’re headed - is key to decoding the next 6–12 months in crypto markets.

In this episode, we dive into:

  • The evolution of DATs and today’s landscape
  • Who’s buying, why they matter, and how the flows work
  • The risks when mNAV slips below 1
  • Key signals to watch for in filings
  • Tim’s take on how DATs are reshaping crypto market structure

I loved this conversation with one of the sharpest minds in the space - full of insights you won’t want to miss.

Tim's X: https://x.com/tx0zz

This episode is sponsored by Pear Protocol.
Pear Protocol is the first and only dedicated platform for pairs trading (Long-Short)
Visit us on pear.garden to start pair trading today.

  continue reading

36 episodes

Kaikki jaksot

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