Ethereum DATs (Digital Asset Treasuries) Strategy - DAT strategy tracks capital inflows and differentiates through various approaches [1] - DAT model is inspired by MicroStrategy's BTC strategy, but ETH treasuries have advantages like staking yield and programmable finance [2] - DATs aim to provide a pure ETH exposure vehicle for institutions that can't or won't buy spot or ETF [2] Market Opportunity & Risks - Less than 0.1% of institutions currently own ETH, indicating significant potential for institutional adoption [2] - Ethereum is perceived to be at its "2017 moment," suggesting an incoming institutional flood [2] - The biggest risk is not being exposed to ETH and AI [4] Capital & Treasury Management - Creative treasury management is critical, favoring unsecured converts over toxic secured debt [3] - Equity financing above NAV (Net Asset Value) and leveraging liquidity + yield are important [3] - Top-tier DATs will survive by focusing on yield, infrastructure building, regional presence, and multi-token strategies [4] Industry Perspectives - Ethereum is considered the trust layer of the decentralized global economy [4] - Ethereum is in a supercycle, with Wall Street and AI building on-chain [4] - DATs compound ETH/share via yield and treasury strategy [4]

RT marcantonio (@marcryptonio)My Thoughts on Why Solana Treasury Companies COULD be Superior to BTC and ETH Treasury Companies:1. Volatility Advantage:• SOL historically exhibits higher beta and realized volatility than ETH or BTC.• The vol of SOL (80%) is roughly double that of BTC (40%) and a third greater than ETH (65%).• That makes convertible bonds, warrants, and structured financings cheaper for SOL treasury companies and more dilutive in terms of new token accumulation than for BTC and ETH treasury c ...

🚨 THE $INJ MOMENT IS HEREPineapple Financial launches a $100M @Injective treasury with a 12% staking yield.Here’s what you need to know ⬇️https://t.co/axHr4lUuC5 ...

ETF Product - 21Shares seeks to launch a SEI ETF for US investors [1] - The ETF potentially offers staking yield [1]

i don't want to see eth below 0.04 btc ratio ever, but i'm going to need institutions to finish eating this 54m float in 33 days cause baby i can not ignore 5% staking yield becoming 10% with liquid staking leverage ...

Fundraising & Investment - Flying Tulip is raising capital from USA based funds [1] - Funds will be deployed in Flying Tulip yield strategies [1] - Only yield will be used to fund bootstrapping, marketing expansion, incentivizing launch pads, token liquidity, and buybacks [1] - Investors will have a perpetual PUT to sell tokens back at any time at same exchange rate and denomination (BTC, ETH, SOL, USDC, USDe, USDS, ftUSD) as invested [1] Tokenomics - $FT token is not yet live, beware of scams [2] - $FT = Fixed Supply, no token inflation, or token incentives [1] - $FT token allocation: 50% investor, 50% foundation [1] Platform Overview - Flying Tulip is a high-performance full featured exchange, built entirely on-chain [1] - Liquidity is powered by a synthetic delta-neutral liquidity pool backed by staking yield [1]

capital rotation detected from spot eth holdings into active validation positions• $6.51b strategic reserves now targeting validator economics• largest players ditching passive exposure for staking yield• $3.9b stablecoin flow suggests deeper protocol engagement incomingeth staking percentage: 30% ...