Twitter Space Video Review | The First Year of Crypto Stocks: The Present and Future of DAT Companies

The DAT (Digital Asset Attribution) model, exemplified by companies like MicroStrategy and Metaplanet, has emerged as a significant trend in capital markets, especially with the rise of Bitcoin and Ethereum ETFs. However, this new model faces challenges including regulatory scrutiny, stock price volatility, and hurdles like S&P 500 inclusion rejection.

Model & Differences from ETFs: The discussion explores how the DAT model operates and what distinguishes it from traditional ETFs and ETPs.
Regulatory Challenges: Experts analyze the difficulties DAT companies are facing globally and potential strategies to navigate stricter regulations.
Expansion to Altcoins: The conversation covers the benefits DATs could bring to altcoins like SOL, beyond just Bitcoin and Ethereum.
Future Strategies: Guests with DAT plans share insights into their strategies for this evolving investment vehicle, weighing its opportunities against its risks as either a prototype for "crypto investment banks" or a bull-market phenomenon.

From MicroStrategy to Metaplanet, the DAT (Digital Asset Attribution) model has rapidly gained popularity over the past two years. With the rise of Bitcoin and Ethereum ETFs, DATs are becoming a new central narrative in the capital markets. However, MSTR was rejected for inclusion in the S&P 500, Metaplanet's stock price has fluctuated, and there are rumors of increased scrutiny from Nasdaq.

Are DATs the prototypes of "crypto investment banks" or merely short-lived products of a bull market? How do they balance regulation, compliance, bear market pressures, and market expectations? In this issue of PANews, we invite several leading researchers to discuss the opportunities and challenges of DATs and the future direction of this emerging model.

The following is the timeline directory of this video. Friends who need it can jump directly:
Live Review | The First Year of Crypto Stocks: The Present and Future of DAT Companies

00:01:37 Self-introduction
00:17:49 Explain the current DAT model and how it differs from ETFs/ETPs like Bitcoin and Ethereum?
00:49:22 What message do the difficulties faced by DAT companies around the world convey? If DAT companies are strictly regulated, where will they go? How should they respond?
01:18:00 In addition to DATs for BTC, ETH, and SOL, more cryptocurrencies are joining the trend. What benefits can DAT companies bring to altcoins?
01:25:00 Some of the guests' teams also have DAT plans. Can you introduce your DAT strategy?