
Yuyue|Aug 15, 2025 14:20
Recently, DAT (Digital Asset Treasury) has been very popular and has been one of the biggest drivers of its rise in the past two months. These listed companies allocate a large amount of off exchange capital reserves to holding cryptocurrencies instead of traditional assets such as cash or bonds, resulting in a significant amount of off exchange buying
——That is to say, it belongs to the highly discussed cryptocurrency stocks among us this time
However, unlike passive tools such as ETFs, DAT can actively manage held assets, such as earning profits through staking, borrowing, or compound growth, to increase exposure to cryptocurrencies per share. This is also an idea I have made before. With such low interest rates outside the market, what if large funds were to be invested in financial management within the industry? This is the perfect arbitrage. Friends who want to delve deeper can take a look at the DAT dashboard created by @ Delphi_Sigital
At this stage, most companies are still in the hype stage, and I have also considered many potential issues. Although many DAT companies have so much asset reserves, they are not familiar with crypto and do not have the ability to manage such a large amount of encrypted assets. In this process, I can imagine many pitfalls.
The problem they need to solve, I specifically wrote it as' Three Questions on Asset Management ':
1. The most important asset security issue
Furthermore, the question of how to generate income
3. More advanced, the question of how to maximize profits
While chatting with a VC friend, I happened to hear that a stablecoin+revenue project @ UnitasLabs on SOL is doing something similar. From the perspective of individual investors, what they can participate in is their activity in early August. My expectation for this project is that they can bring something new to the @ Solana_zh chain and revitalize the current situation where there are only memes on this chain (although it is good to be a big casino, telling stories outside the circle still requires more things). There have been no previous projects that have been made into ena on SOL, so I am further researching how this project can solve these three asset management issues on SOL
Friends who want to know more details can check the comment section. I have put some information portals below ⬇️
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