Gm! This week we discuss the rise of crypto treasury companies & their impact on the market. We deep dive into why NAV premiums exist, Galaxy's 80,000 BTC sale, has ETH/BTC bottomed & more. Enjoy!

--

Go follow the new 1000x feed to keep up to date with all new episodes!

Spotify: https://bit.ly/4676Sob

Apple: https://bit.ly/4etlBMd

--

Follow Avi:  https://x.com/AviFelman

Follow Jonah:  https://x.com/jvb_xyz

Follow 1000x:  https://x.com/1000xPod 

Join the 1000x Telegram: https://t.me/+fz-2f0cwC6o0MWNh

--

Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users.

The 1 billion KAT campaign is live. Bridge and deposit directly into vaults in one simple click and start earning immediately on your ETH, BTC, USDC, and more. Go to app.katana.network to check it out.

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Timestamps:

(00:00) Intro

(01:33) Galaxy Sells 80,000 BTC

(10:53) Ads (Kraken OTC, Katana)

(11:59) How To Execute Large OTC Sales

(18:46) The Rise Of Crypto Treasury Companies

(32:21) Ads (Kraken OTC, Katana)

(33:27) What Would Cause An Unwind In DATs?

(44:32) Has ETH/BTC Bottomed?

(49:41) Can ETH Outperform?

(55:46) Final Thoughts

--

Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed