The Crypto Narratives Podcast
The crypto narratives podcast brings thought leaders together in the crypto ecosystem to discuss trending narratives and the investment opportunities within.
We interview a number of leading research analysts, crypto hedge funds and DeFi Founders and explore their thinking on a wide range of market developments.
Hosted by huf, we explore the fundamental and technical stories that are developing that will likely exist for the months and years ahead. Don't miss the alpha.
The Crypto Narratives Podcast
#37: Timothée (The DATfather)
The marginal buyer of crypto today? Digital Asset Treasury Companies (DATCos).
Understanding DATs - how they’re structured, who’s behind them, and where they’re headed - is key to decoding the next 6–12 months in crypto markets.
In this episode, we dive into:
- The evolution of DATs and today’s landscape
- Who’s buying, why they matter, and how the flows work
- The risks when mNAV slips below 1
- Key signals to watch for in filings
- Tim’s take on how DATs are reshaping crypto market structure
I loved this conversation with one of the sharpest minds in the space - full of insights you won’t want to miss.
Tim's X: https://x.com/tx0zz
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