My guest today is Cosmo Jiang, Partner at Pantera Capital. Pantera was one of the earliest institutional voices to embrace digital asset treasury companies, or DATs, and helped catalyze the Solana DAT wave. We begin by unpacking the DAT investment thesis using a traditional fundamental investing framework. We then discuss the role of DATs in the crypto-ecosystem, the convergence of crypto and traditional finance, and why Solana is their largest position. Please enjoy this conversation with Cosmo Jiang.

For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.

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Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes.

Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.

Follow us on Twitter: @makingmkts | @ericgoldenx

Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).

Show Notes

(00:00:00) Welcome to Making Markets

(00:01:04) Introduction to Digital Asset Treasury Companies (DATs)

(00:01:44) Understanding the Role of DATs in the Crypto Ecosystem

(00:02:48) The Investment Thesis Behind DATs

(00:04:13) Comparing DATs to Traditional Financial Models

(00:06:59) MicroStrategy's Strategy and Performance

(00:09:53) Active Management vs. Passive Investment in DATs

(00:13:40) Pantera Capital's Journey with DATs

(00:16:51) The Rise of Solana DATs

(00:20:20) Advocating for Solana and the Role of Spokespersons

(00:22:46) Guiding Investors on Solana Exposure

(00:23:28) Exploring AI Investment Strategies

(00:24:10) The Role of ETFs in Digital Asset Management

(00:25:19) Active Management vs. Spot Investments

(00:25:53) The Future of Digital Asset Treasuries

(00:27:43) The Intersection of TradFi and Crypto

(00:29:24) Governance and Decentralization in Crypto

(00:33:22) Solana: A Promising Layer 1 Blockchain

(00:43:21) Current State and Future of Crypto Markets

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My guest today is Chris Boettcher, co-founder of Boettcher Health. Chris has a rule: if a health plan isn’t sustainable, it’s not worth doing. Today, he breaks down how to build a health system that actually lasts. We talk about the myth of willpower, how modern food and medicine created dependency, and how to design a life that actually supports your body. Please enjoy this conversation with Chris Boettcher.

For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.

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Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes.

Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.

Follow us on Twitter: @makingmkts | @ericgoldenx

Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).

Show Notes

(00:00:00) Welcome to Making Markets

(00:00:24) The Battle Against Big Pharma and Big Food

(00:01:47) Personal Health Journey

(00:02:47) Balancing Health with a Busy Lifestyle

(00:04:38) Convenience of Healthy Eating

(00:05:49) Decision Fatigue and Willpower

(00:08:12) The Role of Accountability in Health

(00:10:57) The Impact of GLP-1 Drugs

(00:13:23) The Value of Body Scans and Tech in Health

(00:17:48) Social Media and Authenticity

(00:21:03) Client Demographics and Business Philosophy

(00:33:05) Popular Health Trends: Keto and Intermittent Fasting

(00:35:40) Conclusion and Final Thoughts

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My guest today is Paul Bloch, co-founder and CEO of DDN. Once bootstrapped for decades, DDN is now a multi-billion dollar company partnering with Nvidia, Google, and Blackstone, helping customers train the largest models in the world and deploy AI at scale. We discuss how Paul and his team spotted the AI inflection point early, why infrastructure partnerships define the winners and losers in this space, and how DDN balances discipline with massive growth opportunities. Please enjoy this conversation with Paul Bloch.

For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.

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Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes.

Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.

Follow us on Twitter: @makingmkts | @ericgoldenx

Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).

Show Notes

(00:00:00) Welcome to Making Markets

(00:01:02) DDN's Role in AI Infrastructure

(00:02:08) Competition and Collaboration in the AI Market

(00:04:31) Customer Engagement and Use Cases

(00:08:06) Economic Models and Government Involvement

(00:11:49) Sovereign Cloud and Global AI Perspectives

(00:16:19) AI's Rapid Evolution and Future Outlook

(00:21:46) Partnerships and Strategic Decisions

(00:35:01) Beliefs on AI

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