This episode of "Bits and Bits" features Steve Ehrlich, Ram Ahluwalia, Chris Perkins, and Brian Rudick discussing the intersection of crypto and macroeconomics, particularly focusing on DATs (Digital Asset Treasuries). The conversation covers the current state of DATs, their potential as a fundamental part of crypto market structure, and the factors that contribute to their success. They delve into the differences between Solana and Ethereum DATs, the importance of investor education, and the mechanics of value creation through equity issuance and staking. The panel also explores the future of altcoins, the impact of regulatory clarity, and the potential for tokenization of traditional assets like equities, highlighting Galaxy's direct issuance of shares on the Solana blockchain.
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