“I think this could be way bigger than the internet.” CoinFund’s Seth Ginns describes the opportunity ahead for crypto, predicting the market cap could grow at least 10× in the next few years. In this in-depth conversation with Chris Perkins, Seth explains how Digital Asset Treasuries (DATs) are becoming Wall Street’s bridge into crypto, unlocking staking yields, DeFi income, and permanent capital advantages ETFs can’t match. He breaks down how DATs defend against NAV discounts with buybacks, cash reserves, and M&A, and why strong management teams are critical for success.
You’ll also hear why institutional flows, macro tailwinds, and a pro-crypto U.S. policy could power massive growth, how AI + crypto could spawn the next wave of DATs, and why a global M2 liquidity signal that leads Bitcoin’s price by ~100 days has him bullish. Plus, Seth shares his vision for an on-chain equity market that could transform capital formation worldwide.
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Chapters:
00:38 - From Jennison to CoinFund: Seth’s Road to Crypto
01:57 - DATs 101: Why Digital-Asset Treasuries Matter
04:40 - How We Underwrite a DAT: Equity + Token Lens
08:49 - ETFs vs DATs: Where the Flow (and Yield) Goes
13:35 - When Premiums Flip: Managing DATs Below NAV
20:35 - From BTC & ETH to Tail Alts: How Far Can DATs Go?
23:59 - The Next Wave: AI × Crypto DATs
26:53 - DATs as the Bridge: One Last Take
28:16 - Macro Setup: Dovish Fed, Dollar, Liquidity
31:32 - Beyond the 4-Year Cycle: Where We Are in the Bull
36:19 - ⭐️ Wealthion Golden Nugget: Sizing the Upside: Crypto to 10x?
41:13 - Final Word: Why Crypto Could Outscale the Internet
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