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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Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.
Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jack, and our guests may hold positions in the companies, funds, or projects discussed.
