X @Andy

Digital Asset Trends - Institutional investors are focusing on the impact of tokenized assets (DATs) on crypto asset valuations [1] - DATs are expected to increase Total Value Locked (TVL) on platforms like Aave, potentially leading to token buybacks [1] - Projects like Morpho, Sky, and Ethena are positioned to benefit from the influx of treasury companies seeking yield on-chain [1] Investment Strategy - A particular fund recently increased its ETH holdings and is bullish on its future [2] - The fund prioritizes identifying winners and executing BTC/USD trades over relying on fundamental on-chain metrics [2] Institutional Adoption - Traditional finance (TradFi) and large asset managers are increasingly interested in crypto [3] - These institutions are actively seeking to expand their crypto offerings through ETFs and other products [3] - There's a growing emphasis on crypto education, in-person events, and community building for early-stage investing [3]