Digital Asset Treasuries Are Buying Billions in Ethereum: Bubble or Berkshire? w/ Avichal
Today, we unpack why ETH ETFs nearly matched BTC inflows in July and why digital asset treasuries (DATs) are hoovering up Ethereum like it’s a Costco free sample day. Is this a real supply squeeze or just another hype cycle with better math? Avichal Garg (Electric Capital) joins to break down the MicroStrategy playbook, the premium-to-NAV trap, and how $7T parked in money markets + potential Fed cuts could turbo-charge crypto’s next leg.
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The skinny
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