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![DeFi_Dad Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::991745162274467840.png) DeFi Dad ⟠ defidad.eth [@DeFi_Dad](/creator/twitter/DeFi_Dad) on x 171.4K followers
Created: 2025-07-27 17:18:11 UTC

🎙️ New @edge_pod 

🤑 A Beginner’s Guide To ETH Treasury Companies

0:00 - Intro
6:49 - Kyle, Impact3, and The Milk Road
12:00 - Why Kyle’s team is so long ETH
18:17 - DAT or ETH treasury company?
19:23 - mNAV vs how the premium trades
23:54 - How stocks pivot to ETH DATs
29:11 - Importance of share count 
32:36 - How DATs raise money to buy ETH
39:02 - ETH staking + DeFi yield for public markets
43:50 - Picking winners among ETH DATs
49:20 - ETH price leading sentiment
56:21 - ETH purchase / issuance ratio
1:01:05 - Takeaways from talks with Joe Lubin
1:05:17 - BTCS standout operator
1:11:28 - Ethereum DeFi XXX comes next
1:17:20 - Risks
1:27:06 - Recent OTC ETH buy from EF
1:29:52 - When will the market top out?
1:31:03 - Closing

🙏 Thanks to @MilkRoadDaily Co-Owner and @Impact3Growth Founder @KyleReidhead for joining us!

![](https://pbs.twimg.com/amplify_video_thumb/1949517956997595137/img/8i03wWpuLu4a4RJ1.jpg)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1949519700955648202/c:line.svg)

**Related Topics**
[staking](/topic/staking)
[money](/topic/money)
[stocks](/topic/stocks)
[ethereum](/topic/ethereum)
[coins layer 1](/topic/coins-layer-1)

[Post Link](https://x.com/DeFi_Dad/status/1949519700955648202)