Making Markets explores the psychology and structure that make up markets all over the world. Each week, Eric Golden speaks to experts about a different market so you can see what actually happens when money changes hands. From mainstream stock and bond markets to esoteric niches like vineyards, antique art, and crypto, we explain the transactions that underpin our economy. Visit joincolossus.com to find more episodes, transcripts and a library of content to continue your learning.
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Making Markets explores the psychology and structure that make up markets all over the world. Each week, Eric Golden speaks to experts about a different market so you can see what actually happens when money changes hands. From mainstream stock and bond markets to esoteric niches like vineyards, antique art, and crypto, we explain the transactions that underpin our economy. Visit joincolossus.com to find more episodes, transcripts and a library of content to continue your learning.
My guest today is Cosmo Jiang, Partner at Pantera Capital. Pantera was one of the earliest institutional voices to embrace digital asset treasury companies, or DATs, and helped catalyze the Solana DAT wave. We begin by unpacking the DAT investment thesis using a traditional fundamental investing framework. We then discuss the role of DATs in the crypto-ecosystem, the convergence of crypto and traditional finance, and why Solana is their largest position. Please enjoy this conversation with Cosmo Jiang.
For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.
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Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).
Show Notes
(00:00:00) Welcome to Making Markets
(00:01:04) Introduction to Digital Asset Treasury Companies (DATs)
(00:01:44) Understanding the Role of DATs in the Crypto Ecosystem
(00:02:48) The Investment Thesis Behind DATs
(00:04:13) Comparing DATs to Traditional Financial Models
(00:06:59) MicroStrategy's Strategy and Performance
(00:09:53) Active Management vs. Passive Investment in DATs
(00:13:40) Pantera Capital's Journey with DATs
(00:16:51) The Rise of Solana DATs
(00:20:20) Advocating for Solana and the Role of Spokespersons
(00:22:46) Guiding Investors on Solana Exposure
(00:23:28) Exploring AI Investment Strategies
(00:24:10) The Role of ETFs in Digital Asset Management
(00:25:19) Active Management vs. Spot Investments
(00:25:53) The Future of Digital Asset Treasuries
(00:27:43) The Intersection of TradFi and Crypto
(00:29:24) Governance and Decentralization in Crypto
(00:33:22) Solana: A Promising Layer 1 Blockchain
(00:43:21) Current State and Future of Crypto Markets
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Making Markets
Making Markets explores the psychology and structure that make up markets all over the world. Each week, Eric Golden speaks to experts about a different market so you can see what actually happens when money changes hands. From mainstream stock and bond markets to esoteric niches like vineyards, antique art, and crypto, we explain the transactions that underpin our economy. Visit joincolossus.com to find more episodes, transcripts and a library of content to continue your learning.
