Rahul Goyal (@rahulios1) explains the capital allocation strategy for large Ethereum and Solana DATs:
"I think it's a portfolio approach. You can start with kind of 5 or 10% on-chain, and build from there"
"BTCS has been able to get leverage on-chain. They'll put up their ETH as collateral, borrow dollars against it on say @MorphoLabs, and then use that to buy more ETH. The cost of capital is way cheaper than TradFi"
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