Microstrategy kicked off the U.S. wave of DATCOs. Every week, there's a new DAT listed on the stock exchange. Asia’s now racing ahead with shell companies & new listings.
Excited to be working with @steakingrewards on hosting the DAT Summit at Token2049, and I’ll moderating Diverging Paths: US vs Asia outlook on DATs with:
🔹 Andy Lee (@HashKeyGroup)
🔹 David Ching (@animocabrands)
🔹 Chloe Tu (@Auros_global)
We’ll cover:
• Why many DATs trade below NAV (and what that means for investors)
• How market makers smooth institutional flows
• Which region—US or Asia—will sprint faster in adoption
this week we’re spotlighting our three panels at the DAT Summit. first up:
Diverging Paths - US vs Asia outlook on DATs
moderated by @mariachakk, Head of BD at @RepublicCrypto with:
• Andy Lee (@apwlxyz) – Partner, @HashKeyGroup
• David Ching – Investment Director, @animocabrands
• Chloe Tu (@Cloclo77T) – Head of BD, @Auros_global
we’ll cover:
• what’s fueling DAT companies in Asia vs the US?
• why NAV discounts matter to investors?
• how market makers smooth institutional flows?
sign up link + speaker bios below ↓
stablecoin GTM strategy around the world
Brazil/LATAM: make your bodega use stablecoins
NYC: make more yield with stablecoins
SF: make agents use stablecoins
UAE/Gulf: send your mom stablecoins
SEA/APAC : make your taxi use stabelcoins
Africa: save in stablecoins
EU: ......
4 years ago, when I was on JPMorgan’s blockchain team, I never thought I’d see the day Jamie Dimon said crypto is “real”
The industry’s finally entering its main character arc
We’re excited to share our 2025 State of Crypto report.
This year’s story: the maturation of the crypto industry — with growing institutional adoption, the rise of stablecoins, better infrastructure, new consumer experiences, and long-awaited regulatory clarity.
Read the full report → https://t.co/P3gzQphOEx
Here are the biggest trends of 2025…
7/ TLDR: chains can still compete in the stablecion arena, and it'll be based on:
> utility -> solving real economic problems
> yield -> offering value beyond stability
> distribution -> embedding into user flows
> regionalization -> aligning with local markets and regulations
1/ every chain wants their own stablecoin. most shouldn't build one.
@ethereum & @trondao already owns 80+% of fiat-backed supply via @USDC & @USDT0_to.
the moat isn't the stablecoin, it's liquidity, distribution, and regional reach.
6/ regional plays
leverage local demand, FX instability, and regulatory openness.
Tron captured much of Africa through OTC networks, low fees, and exchange integrations.
LATAM or SEA will/ is probably the next markets to target
starting to see a trend where chains are incubating their own products to strengthen ecosystem foundations
@SuiNetwork -> @WalrusProtocol (decentralized data storage)
@Aptos -> @DecibelTrade (perps DEX, co-developed)
@b3dotfun -> @anyspend (liquidity layer) & @hypeduel (AI betting)
biz dev & ecosystem teams are becoming the new product managers - meeting founders, identifying gaps, and translating those needs into products the chain must have to stay competitive.
there are limited blockchain developers (most already committed or farming grants. chains can't wait for builders anymore. the evolution of chains is to build the primitives in-house to keep liquidity and users in-network
@JaimeLeverton @ReserveOne_ Curious how you're thinking about Reserve One's venture strategy. will it focus on the bitcoin ecosystem, new defi yield infra, or stablecoin rails that support broader liquidity?
Congrats! This is a big progress in stablecoin adoption. How do you think about or plan to address liquidity fragmentation?
Also … if I have your attention, when I tried to test out Bridge’s dashboard & dev environment, I keep getting an error. Sent an email to customer support but crickets. I’d love to test out and experience the product … help pretty pls 🙏
Ever seen a train inside a venue before? Only in crypto 😂
Great to catch up with the @Aptos team and so many projects building in the ecosystem. Incredible production.
Excited for @DecibelTrade and Shelby Storage to go live soon