Bankless ETHZilla: Ethereum Treasury Strategy | McAndrew Rudisill & Avichal Garg
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Aug 27, 2025 In this engaging discussion, Avichal Garg from Electric Capital and McAndrew Rudisill of ETHZilla delve into the revolutionary potential of Ethereum as a treasury asset. They explore how ETH is becoming a high-quality collateral option and the innovative strategies behind ETHZilla's accumulation model. Garg and Rudisill also discuss the intricacies of credit markets, leverage discipline, and the impact of stablecoins on DeFi. The conversation touches on what it means for ETH to 'win' and how these developments may spark a DeFi after-boom.
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ETHZilla’s Early Buying Run
- McAndrew Rudisill said ETHZilla began daily ETH purchases and expected to surpass 100,000 ETH quickly.
- He compared their early run-rate to Tom Lee's when he launched Bitmine Immersion.
Use DATs To Access DeFi Safely
- Use a DAT (digital asset treasury) to access DeFi yield exposure without managing on-chain operations yourself.
- Choose a DAT if your institution lacks custody, multi-sig, or DeFi operational expertise.
Debt + Crypto Creates A Powerful Arbitrage
- MicroStrategy's play exposed an arbitrage: borrow via debt and buy appreciating crypto to amplify returns.
- That plumbing tapped vast pools like money-market capital into crypto exposure.