We recently invested $VAPE / $BNB and $MCVT / $SUI and here is why👇

1/ Why do crypto-native VCs invest in DATs instead of buying the underlying assets via spot? Unlike ETFs, DATs don’t just hold tokens - they deploy dynamic yield strategies, drive ecosystem growth, and give exposure to both the asset and the stock of a listed company.

2/ Why $BNB by @yzilabs and @10XCapitalUSA ? The underlying asset unlocks exposure to the entire @Binance ecosystem. Besides on-chain yield opportunities, $VAPE is also utilizing CeFi products like Binance Launchpool or MegaDrop, and of course leveraging @yzilabs' knowhow.

3/ Why $SUI by @Karatage_ and @Mysten_Labs ? We did not benefit from SUIs growth so far, and via our investment in $MCVT, we will finally have some exposure in the prominent L1. $MCVT is also officially supported by the SUI Foundation who have a 1 year lock up on their investment.

4/ What's next? Our team is closely monitoring the market and expecting significant growth of interest in DATs, especially for assets with strong revenue-generation models and challenging access for TradFi players, such as $HYPE or other DEX-fist assets.