GM! Presenting the 10th edition of the Caladan Weekly, a sharp, data-driven read on digital asset markets, liquidity flows, and treasury optimization for institutions. Credits to @0xavarek for the writeup. Below is a preview of the digest. Subscribe below for the full version. 🧵 - The Caladan Weekly | DAT Playbook: Decoding Corporate Crypto's $330 Billion Revolution - Key Summary: While crypto Twitter debates the next memecoin moonshot, a financial revolution is reshaping how public companies manage capital reserves, driven by Digital Asset Treasuries (DATs). Digital Asset Treasuries are balance sheet allocations to bitcoin, ether, and similar digital assets by public companies. Unlike traditional cash management, DATs represent strategic treasury positions that serve as inflation hedges, diversification tools, and innovation signals to stakeholders. Over three-quarters of surveyed institutional allocators say they will increase digital asset exposure in 2025, with public companies potentially allocating $330 billion to bitcoin alone within five years, according to @Delphi_Digital . Total reported corporate digital asset holdings now exceed $78 billion globally, with nearly 70% in bitcoin. The debate is now not whether corporates will own crypto, but which companies, why, and how much.

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