Digital Asset Treasuries May Boost NAV via Ethereum — My Take

I find the concept of Digital Asset Treasury (DAT) companies compelling, especially as Pantera Capital highlights their ability to lift net asset value by strategically allocating into cryptocurrencies like Ethereum. I believe DATs represent a new investment landscape where corporate treasuries and balance-sheet allocations to digital assets can generate meaningful upside when executed thoughtfully.

From my perspective, the potential for NAV appreciation stems largely from exposure to liquid, high-cap crypto assets and the broader blockchain ecosystem. I see this approach as a targeted way for firms to capture crypto market gains while positioning their balance sheets to benefit from long-term digital asset adoption, with Ethereum frequently cited as a core holding.