The 2025 DAT Era

05/11/2025 45 min Episodio 35
The 2025 DAT Era

Listen "The 2025 DAT Era"

Episode Synopsis


Today the three of us are diving deep on Digital Asset Treasury Companies.We discuss:What digital asset treasury companies areNotable examples and structuresWhy this category is rising nowHow to evaluate them (key metrics)Our Digital Asset Treasury dashboardMarket caps in contextMicroStrategy’s BTC holdingsMarket cap vs Net Asset Value (NAV)The crypto investment flywheelWhen companies trade at high premiumsBitMine: a closer lookPre-funded warrants & their impactAnd much more—enjoy! — Timestamps: (00:00) Introduction (04:11) Understanding Digital Asset Treasury Companies (05:12) Examples of Digital Asset Treasury Companies (08:15) The Rise of Digital Asset Treasury Companies (16:35) Metrics for Evaluating Digital Asset Treasury Companies (16:56) Digital Asset Treasury Dashboard (24:43) Market Caps (25:14) Understanding MicroStrategy's Bitcoin Holdings (26:50) Market Cap vs. Net Asset Value (NAV) (28:51) The Flywheel Effect in Crypto Investments (30:38) Analyzing High Premiums in Crypto Companies (33:53) Deep Dive into Bit Mine Data (37:04) The Impact of Pre-Funded Warrants (42:30) Final Thoughts on Digital Asset Treasuries (47:25) Outro—NEW: Join the Indexed Pod group chat: https://t.me/+Jmox7c6mB8AzOWU0Follow the co-hosts:https://x.com/hildobbyhttps://x.com/0xBoxerhttps://x.com/sui414Follow the Indexed Podcast:https://x.com/indexed_pod—The Indexed Podcast discusses hot topics, trendy metrics and chart crimes in the crypto industry, with a new episode every 1st and 3rd Thursday of the month, brought to you by wizards @hildobby @0xBoxer @sui414.Subscribe/follow the show and leave a comment to help us grow the show!—DISCLAIMER: All information presented here should not be relied upon as legal, financial, investment, tax or even life advice. The views expressed in the podcast are not representative of hosts' employers views. We are acting independently of our respective professional roles.