Gm! This week Cosmo Jiang joins the show to discuss Pantera's latest Solana treasury company, Helius. We deep dive into why Pantera is so bullish on Solana—with over $1 billion in disclosed SOL holdings—how to structure a DAT deal, what’s next for Helius, and more. Enjoy!

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--(00:00) Introduction

(06:49) Katana Ad

(07:51) Why Pantera Launched Helius

(21:09) Why Should DATs Trade At A Premium To NAV?

(29:02) Katana Ad

(30:04) The Helius Acquisition Strategy

(32:09) The Role Of DATs On Crypto Foundations

(39:02) What’s Next For Helius?

(43:38) Structuring DAT Deals

(48:07) Final Thoughts

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