Why Digital Asset Treasuries Need to Evolve to DATs 2.0
-

DATs should not assume that crypto prices will always rise. A more resilient approach — what I call DATs 2.0 — focuses on deploying capital into infrastructure that strengthens adoption and network durability. For Bitcoin, that means investing in mining, custody, payments, lending and liquidity systems that directly support the ecosystem the asset depends on.
Rather than idle balance sheets, DATs 2.0 diversify into productive assets that make the network more robust. This strategy doesn’t rely on hope; it aligns incentives. By strengthening the foundations of the ecosystem, DATs increase the likelihood of sustainable long-term value, not just speculative gains driven by market cycles.