Episode Details
Title | Unpacking The Crypto Treasury Meta |
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Date | 7/4/2025 |
Podcast | Forward Guidance β |
Key Insights
Bullish:
- π’ $SOL - Solana is seen as a highly volatile asset, potentially 50-100% more volatile than Bitcoin, making it attractive for traders seeking high-risk, high-reward opportunities. DeFi Dev Corp's strategy of putting their treasury into Solana has resulted in annualized volatility exceeding 300%.
- βSo Solana is anywhere from, call it, 50 to a 100% more volatile than Bitcoin. And if you look at the underlying thirty day realized volatility of, DFTV, our stock, and annualize it, we're north of 300% just by virtue of putting all of our treasury into, into Solana.β - Dan (17:05)
- π’ $MSTR - π
- π’ $CRYPTOTREASURY - π