#37: Timothée (The DATfather)
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#37: Timothée (The DATfather)
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About this listen
The marginal buyer of crypto today? Digital Asset Treasury Companies (DATCos).
Understanding DATs - how they’re structured, who’s behind them, and where they’re headed - is key to decoding the next 6–12 months in crypto markets.
In this episode, we dive into:
- The evolution of DATs and today’s landscape
- Who’s buying, why they matter, and how the flows work
- The risks when mNAV slips below 1
- Key signals to watch for in filings
- Tim’s take on how DATs are reshaping crypto market structure
I loved this conversation with one of the sharpest minds in the space - full of insights you won’t want to miss.
Tim's X: https://x.com/tx0zz
This episode is sponsored by Pear Protocol.
Pear Protocol is the first and only dedicated platform for pairs trading (Long-Short)
Visit us on pear.garden to start pair trading today.
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