The Case for Digital Asset Treasury Companies
Recorded on July 2, 2025
Fundstrat Managing Partner and Head of Research Tom Lee and Pantera’s Cosmo Jiang dive into the investment case for Digital Asset Treasury companies (DATs), a new frontier for public market crypto exposure.
Tom and Cosmo address common concerns surrounding DATs and make the case for why they may be a more effective vehicle for crypto exposure than owning an ETF or directly holding the underlying token.
Pantera has created a fund that provides investors access to these DAT opportunities. If you are interested in this opportunity, please submit indications of interest by end of day Monday, July 7, using this form.