In the last two months, two $MSTR like products have entered the public markets – @defidevcorp for $SOL and @SharpLinkGaming for $ETH. As a lead investor into both DFDV and Sharplink, @PanteraCapital is a strong believer in the unique crypto exposure corporate treasuries bring to the public markets. Now let’s break down what corporate crypto treasuries are and Pantera Capital’s thesis on them.

h/t: @cosmo_jiang on @Unchained_pod @laurashin