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Consensys.eth·2025-10-01 13:06

RT MONOLITH (@monolith_fund)Insights from @fundstrat, @ethereumJoseph, @SamirTabar directly from Token2049 Panel.Why now for Ethereum DATs?— 10 yrs of infra → scalability, cheap txns, better UX.— Legal clarity: ETH now treated as a commodity in US.— Stablecoins (mostly on ETH) getting regulatory greenlight.— Developers/institutions can safely build/accumulate ETH.DAT model (Digital Asset Treasury):Inspired by MicroStrategy’s BTC strategy, but ETH treasuries have advantages:— ETH earns staking yield.— Smar ...