Things I'm interested in today: (09.22.2025)1) PlasmaInsane news this morning out of Plasma about the Plasma One program. It's basically what got me excited about Blast early last year (liquid yield on top of spendable account) but this time w/ a metric fk ton more capital behind it. This is a legitimately gigantic use case. The Neobank beckons.2) DATs/Treasuries/Public Company AccumulationThese continue to be the largest marginal buyer...and we got a huge announcement today out of the Avalanche ecosystem t ...

The Funding: DATs have raised $20 billion, but have they peaked? What's next? https://t.co/bqD8r0owMP ...

RT 0xLouisT (@0xLouisT)Quick mental framework for looking at DATsYou can think of them as PE-style closed-end funds with perpetual life, a broad mandate, and liquid LP shares, which just happen to denominate most (or all) of their AUM in a single asset: the underlying token.Why managers like running them:- Easy asset raising: raising massive size is unusually easy because of the current bubble.- No redemptions: no LPs knocking at the door to get their money back (the DAT can just trade at a discount).- No f ...

Investment & Finance - DFDV announced Treasury Accelerator to back DATs with up to $75 million [1] - Profits from the Treasury Accelerator will be recycled into $SOL [1]

RT Matt Hougan (@Matt_Hougan)ETFs + DATs + a great tech story + well-spoken advocates like @dan_pantera and @KyleSamani ... its hard to look past @solana right now. ...

fwiw:when I named it Helius:i) Helio did not exist (and it now got acquired anyway)ii) Helium was its own L1, not on Solana (also a noble gas!)iii) DATs did not existiv) the aerial vehicles known as helicopter did exist (but weren't that common)thx! ...

RT Empire 🟪 (@theempirepod)New episode with @KyleSamani out now! @JasonYanowitzWe discuss:- Raising $1.65B for @FWDind- Partnering with @jump_ & @galaxyhq- Integrating DATs into DeFi- Internet capital markets- What's next for Forward Industries?- Stablecoins, SOL ETFs & more!Timestamps:00:00 Introduction01:28 The Ultimate Vision For Forward Industries08:58 Raising $1.65B For Forward Industries10:56 Partnering With Jump & Galaxy16:35 Ads (Peaq)17:27 Integrating DATs Into DeFi25:22 M&A Strategies29:58 BTC vs ...

We are about to see a colossal DeFi renaissance on Solana- Best market makers in crypto competing to death on Prop AMMs- Orderflow game getting interesting with Jupiter, Phantom, Dflow, Titan- New Solana DATs injecting billions into DeFi onchain- TPU sending via RPC is getting better by the day- Alpenglow reducing finality to 100-150ms- Teams starting to CU golf to increase onchain velocity- Stablecoin competition driving yield back to DeFi- Tokenized stocks gaining more adoption- Pump gaining more traction ...

it is about to get extremely silly (and entertaining) when DATs start buying other ecosystem DATs and then FSHing them into their own assetsimagine in 6m, a SOL DAT acquiring a discounted BNB DAT, FSHing all of the BNB, and buying SOL with itthe ultimate game of capitalism ...

exotic RWAs, DATs, PumpFun buybacks, Stripe’s Tempo, USDH, & more with our Enterprise team.00:00 exotic RWAs primer02:00 Macro & Fed odds (25 vs 50 bps)06:00 Solana DATs12:40 PumpFun buybacks debate23:00 Stripe Tempo L140:20 Hyperliquid USDH56:00 exotic RWA momentum & UX ...