Some news cannot be linked together! If you watch too much, it will be very good
Why SOL's currency price has been mediocre in the past two months
And @circle to add more $USDC to death on the #Solana chain?
❓ Why the standard-bearer driving the DAT revolution @PanteraCapital
Want to start a $1.25 billion Solana coin stock?
❓ Why Galaxy Digital, Multicoin Capital, and Jump Crypto are also in talks about a $1 billion $SOL acquisition.
Is it love? Is it a responsibility?
No, it's because $SOL has to go to 2000~ hahaha
Pantera's partner @cosmo_jiang talked about his thoughts on DAT in an interview, which is very interesting and I think most people can read it. The thinking behind DAT is very profound.
I found that many projects now want to put themselves in public companies, which has become popular. But why put it in? This is exactly what many people don't understand. Why must it be a listed company that is crazy about hoarding a certain currency? It doesn't mean that hoarding will rise immediately, but you definitely have the ability to step on your right foot with your left foot.
The core is that listed companies have very strong financing capabilities
1⃣ Listed companies have many financing tools, including bond issuance, bond swap, private placement, etc., so when your listed company is loaded into a good narrative, you can continue to buy coins with financing.
2⃣ It's useless to just do a round, you have to keep buying and buying giants. This leads to a huge market capitalization, which attracts more attention and better funding.
3⃣ The most awesome thing is that once you are included in the index, you will be passively bought by funds that track the global index, which is quite amazing.
In other words, the more awesome the assets bought by listed companies, the more the company can finance, and the scale of buying can become index constituent stocks to a certain position, and the proportion is getting larger and larger, so that it will never die.
Therefore, @cosmo_jiang has also said that if the market value of your coin is not large, it is useless to buy it, and the subsequent gameplay cannot run. There is no need to reserve for the sake of being strategically reserved.
So, why is DAT best suited for $ETH and $SOL?
Because this asset has a large market capitalization, it can directly participate in staking and join DeFi, and has native profitability. Imagine that if a company holds enough $ETH and $SOL, the currency price will also be stabilized by it, and the interest will rise again.
If you think about this, it will be clear why not just buy coins, but buy stocks. Because the holding company has a large enough ability to buy unlimited coins, so as to outperform the currency price in the long run.
If you simply buy a shell company and then lower the currency price and stock price, neither is interesting.
At present, $ETH has been pulled up, and the next thing that can be hyped is $SOL. Moreover, #Solana's network has been upgraded to better suit the needs of U.S. securities chain reform, including the IPO settlement a few days ago #Solana
All of this points to this, and the chosen son of the next currency stock narrative is $SOL, which is the son of Wall Street.
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