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Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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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.
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