The Solana Bull Thesis & Pantera's DAT Strategy | Cosmo Jiang скачать в хорошем качестве

The Solana Bull Thesis & Pantera's DAT Strategy | Cosmo Jiang

Gm! This week Cosmo Jiang joins the show to discuss Pantera's latest Solana treasury company, Helius. We deep dive into why Pantera is so bullish on Solana—with over $1 billion in disclosed SOL holdings—how to structure a DAT deal, what’s next for Helius, and more. Enjoy! -- Follow Cosmo: https://x.com/cosmo_jiang Follow Jack: https://x.com/whosknave Follow Lightspeed:   / lightspeedpodhq   Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/ligh... Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx -- Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: https://blockworks.co/event/digital-a... -- Katana directs chain revenue back to DeFi users for consistently higher yields. It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_sourc... -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- 00:00 Introduction 06:49 Katana Ad 07:51 Why Pantera Launched Helius 21:09 Why Should DATs Trade At A Premium To NAV? 29:02 Katana Ad 30:04 The Helius Acquisition Strategy 32:09 The Role Of DATs On Crypto Foundations 39:02 What’s Next For Helius? 43:38 Structuring DAT Deals 48:07 Final Thoughts -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jack, and our guests may hold positions in the companies, funds, or projects discussed.