Bits + Bips: The Case for Why DATs Are Superior to Crypto ETFs - Ep. 897

DATs aren’t done. They may just be getting started. 

In this episode, CoinFund’s Chris Perkins and Upexi’s Brian Rudick join Ram Ahluwalia and Steven Ehrlich to dissect why some DATs could outcompete ETFs for certain investors, the bullish accretion math behind premiums, and what makes a winning vehicle.

We also dig into whether this is altcoin season or a head fake, why Galaxy’s tokenized-share move matters, and the one market unlock Perkins says could change everything.

Use this episode to pressure-test your assumptions: are DATs “just banks,” or the best product-market-fit crypto has found for TradFi capital?

Thank you to our sponsor ⁠Xapo Bank⁠!

Xapo offers Bitcoin-backed loans of up to $1 million, so eligible members can access liquidity without selling their BTC. 

Hosts:

• Ram Ahluwalia, CFA, CEO and Founder of Lumida
• Steve Ehrlich, Executive Editor at Unchained




Guests:

• Christopher Perkins, Managing Partner and President of CoinFund

• Brian Rudick, Chief Strategy Officer at Upexi

Links:

DATs:

• How Crypto Treasury Companies Are Turning to DeFi and TradFi to Juice Yields

• How Michael Saylor Plans to Ensure Strategy Keeps Its Bitcoin Forever

• These 4 Crypto Treasury Companies Are Primed for a Price Crash

• Crypto Treasury Companies Are All the Rage. Could They Cause an Industry Collapse?

Tokenization:

• Federal Reserve to hold conference discussing crypto stablecoins, tokenization, and AI

• GLXY tokenized stock

• Ondo Finance launched over 100 tokenized U.S. stocks and ETFs on Ethereum

• CZ-owned Trust Wallet launches tokenized stocks and ETFs

Timestamps:

• 🎬 0:00 Intro

• ⏱  3:00 Are markets set for another September swoon?

• 📈 6:03 Why the bull case for DATs isn’t over

• 🏦 12:41 Why Brian says “DATs are banks”

• 💡 18:20 Are DATs better products than ETFs for investors?

• 🧮 21:00 How the math behind premiums shows DATs create value

• 🪙 28:01 Whether this is the time for altcoins to shine

• 🌍 35:10 Where macro is heading and what investors should watch

• 🚨 37:48 Why Galaxy’s tokenized-share move on Solana is such a big deal

• 🔑 49:25 What the key market unlock is for altcoins

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