The Rollup Macro Moves, Bittensor, Chains and Rollups with Kyle Reidhead, Karia Samaroo and Matt Katz
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Jul 30, 2025 Kyle Reidhead, co-founder of Milk Road, Karia Samaroo, co-founder of WonderFi, and Matt Katz from Caldera, bring a wealth of knowledge on crypto landscapes. They discuss the emergence of BitTensor, drawing parallels to Bitcoin's early days while emphasizing strategic investment models. The trio also delves into Canada’s challenging regulatory environment for crypto, highlighting the impact on innovation. Insights into DAOs, digital asset treasuries, and the recent launch of the ERA token provide listeners with a comprehensive look at the future of blockchain.
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DATs Unlock Institutional Capital
- Digital asset treasury companies (DATs) act as wrappers allowing public market capital exposure to DeFi yields without direct complex DeFi interaction.
- Most mainstream investors or institutions cannot engage directly with DeFi, so these vehicles unlock new capital inflows for Ethereum and related assets.
New Crypto Capital Comes Public
- Most new capital entering crypto is from public markets due to regulatory, custody, and risk barriers for on-chain participation.
- DATs listed on NASDAQ or ETFs attract this capital, indirectly benefiting alt tokens as they generate revenue and execute buybacks.
Prioritize Larger DATs
- Focus investments on bigger digital asset treasury companies for more stability and credible products.
- Be cautious with smaller, riskier DATs that rely on limited investment and may face premium discounts.