Digital Asset Treasuries Are Buying Billions in Ethereum: Bubble or Berkshire? w/ Avichal

Today, we unpack why ETH ETFs nearly matched BTC inflows in July and why digital asset treasuries (DATs) are hoovering up Ethereum like it’s a Costco free sample day. Is this a real supply squeeze or just another hype cycle with better math? Avichal Garg (Electric Capital) joins to break down the MicroStrategy playbook, the premium-to-NAV trap, and how $7T parked in money markets + potential Fed cuts could turbo-charge crypto’s next leg. Oh, and Stripe/Circle launching their own chains while Robinhood goes L2, smart strategy or maintenance nightmare?