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Lightspeed is a podcast for those interested in how crypto can solve real problems and create products users love. It's a callback to the garage days of Silicon Valley, where builders pushed the limits of hardware and software to build world-changing products. We interview the projects and founders that will make this same impact today.
The Solana Bull Thesis & Pantera's DAT Strategy | Cosmo Jiang
Lightspeed
49 minutes
1 month ago
The Solana Bull Thesis & Pantera's DAT Strategy | Cosmo Jiang
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!
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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
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--(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
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Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
Lightspeed
Lightspeed is a podcast for those interested in how crypto can solve real problems and create products users love. It's a callback to the garage days of Silicon Valley, where builders pushed the limits of hardware and software to build world-changing products. We interview the projects and founders that will make this same impact today.
