We're in the first inning of digital asset treasury companies reshaping institutional crypto adoption.
Today we sit down with Michael Anderson from Framework Ventures to explore how MicroStrategy's playbook is spreading. With Ethereum ETFs trading below NAV and treasury companies preparing debt issuance once they hit $10 billion, we're seeing early signs of crypto's institutional future.
Michael breaks down why DeFi remains blockchain's core value proposition and why we might see tens of billions in Ethereum purchases by year-end.
Let's get into it.
The Rollup