Market Cap w/ Pantera — DAT Dashboard Launch, Insights & Upgrades

Show Notes

🎥 Watch the video version: https://www.youtube.com/watch?v=RLf20ePv8fs

In this episode we interview Danning Sui, Research Director at Pantera Capital, about the evolving landscape of digital assets and the emergence of Digital Asset Treasuries (DATs). Danning shares her journey in the blockchain space, insights on MEV, and the innovative strategies Pantera is employing to navigate the market.

We discuss the creation of their DAT Fund and the launch of a comprehensive dashboard designed to provide transparency and insights into the DAT sector. The conversation highlights the importance of data intelligence in making informed investment decisions and the future potential of the dashboard and the DAT market.

Chapters
00:00 Introduction to Pantera Capital and Danning Sui's Background
01:59 Danning Sui's Journey in Blockchain and DeFi
12:07 Pantera Capital's Investment Thesis and Strategies
16:02 The Emergence of Digital Asset Treasuries
20:22 Exploring the DAT Dashboard and Its Features
31:45 Understanding SEC Filings and Market Sentiment
34:37 Evaluating Company Performance and Market Sentiment
38:56 The Importance of Share Issuance Management
43:35 Data Transparency and Its Impact on Decision Making
49:58 The Future of Data Reporting in Digital Asset Treasury Companies
51:36 Expanding Research and Insights in the Crypto Space

What is Market Cap?

Market Cap is the show for serious capital in crypto. Stefano hosts allocators, market makers, and institutional operators to unpack the flows, structures, and mechanics shaping the asset class. Conversations focus on market structure, liquidity, the bridge between TradFi and crypto, and the questions allocators are actually asking. Built for professionals who treat crypto as a market, not a meme.