Dan Kang

Dan Kang, Head of Investor Relations at DeFi Development Corp, shares insights on their innovative Solana playbook. He discusses why crypto treasury companies often trade above NAV, highlighting the volatility flywheel's impact on investor interest. Dan elaborates on the importance of narrative in cryptocurrency, his long-term thesis for Solana, and the strategy of efficiently accumulating SOL. Listeners will also enjoy his personal anecdotes and reflections on the evolving crypto landscape, from market volatility to community engagement.

Dan Kang, who heads investor relations for DeFi DevCorp and has a rich background with Kraken, joins Tom Lee from Fundstrat, a Bitcoin advocate for over eight years, and David Greider, a partner at Finality Capital, to discuss the rise of crypto treasury vehicles. They explore how institutions like MicroStrategy are innovating in crypto acquisition, the shift from equity to novel debt structures, and the risks involved if market valuations shift. Their insights illuminate the transformative power of crypto strategies in today's financial landscape.