Seth Ginns
@sethginns
Managing Partner @coinfund_io. Former Equities Investor at Jennison Associates; IBD at Credit Suisse Personal opinions. Not investment advice
The Plasma public sale just eclipsed $100m+ in committed capital, with participation limited to those who took part in the predeposit. Trillions.
Seems as though the DAT phenomenon is quite divisive, wanted to share some thoughts on why we thought this was a worthwhile pursuit:
Of course this doesn't apply to all shitcoins. The vapourware with zero revenue is still vapourware with zero revenue even when you throw it in an equity wrapper. But I do think this is an incredibly bullish development for a small handful of tokens where TradFi can underwrite a…
Wait till the best performing equity funds get to the top with crypto plays- companies like COIN, HOOD, CRCL DATs eventually tokens Everyone will chase
Seeing more traditional public equities doing a raise to put cash into crypto assets But not becoming a DAT
Hey @USTreasury @DavidSacks @BoHines Any way we could take this off the UK’s hands in a budget-neutral way for us?
🔴 Hoard of seized cryptocurrency could be offloaded to ease pressure on public finances Read more below ⬇️ telegraph.co.uk/business/2025/…
Blockchain technologies will power the next generation of payments, and the U.S. dollar is coming onchain. Thanks to President Trump’s visionary leadership, and @SenatorHagerty's important work in Congress, the GENIUS Act will help cement the U.S. dollar as the global reserve…
BTC, ETH and DATs have led the way Time for broader alt participation
Convergence accelerating @HyperliquidX DAT announced this am led by Atlas Merchant Capital (Bob Diamond Fmr CEO Barclays) with D1 Capital participation (Dan Sundheim Fmr CIO Viking). Fmr Boston Fed President Eric Rosengren expected to join board
Yes, treasury companies should trade at a premium to NAV What? 🧵