The Rollup DeFi's Next Big Leg Is Coming (Soon) - Avichal Garg & Mike Silagadze
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Sep 30, 2025 Avichal Garg, a general partner at Electric Capital with a rich background in early-stage crypto investments, teams up with Mike Silagadze, CEO of Ether.Fi, a pioneer in crypto-native banking. They delve into the explosive growth potential of digital asset treasuries and how they could unleash billions into DeFi. Mike shares his vision of a crypto neobank with unique rewards, while Avichal discusses a fundamental asset selection strategy and predicts a future with thousands of crypto billionaires. Exciting insights into the evolving landscape of institutional crypto await!
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DAT Capital Will Move DeFi Markets
- Digital asset treasuries hold tens of billions and are positioned to deploy yield strategies into DeFi.
- Deploying that capital into yield-bearing DeFi products could materially change protocol economics and TVL within months.
ETFs Versus DATs On Yield Capture
- ETFs face liquidity and redemption mechanics that limit staking and yield capture versus more flexible DATs.
- DATs can potentially generate meaningful excess yield but must balance risk because losses damage their ETH-linked valuations.
Build Reserves Before Risking Principal
- Build capital buffers before pursuing aggressive DeFi strategies to absorb inevitable losses.
- Increase risk-on allocations only after accumulating reserves that make occasional losses non-fatal to the business.