Interesting panel at the NextFin Summit on Digital Asset Treasuries (DATs), featuring Joseph Chalom from @SharpLinkGaming, in which Hivemind participated in their recent private placement. A few stand-out ideas from the panel: → If DATs grow to 6–7% of supply, ETH could reach ~$60K → ETFs vs. DATs: DATs can deliver better returns, as ETFs often can’t stake or pass through full staking yields → In a downturn, DATs with institutional-grade risk management and transparency are more likely to endure → Amidst plenty of debate on whether DATs are a trade or a long-term hold, but the value prop is clear: invest in skilled managers who can buy tokens and generate greater value per share