Cohort 3 Demo Day is here! Watch the recording to see what these 6 elite teams are building at the frontier of Solana tech.

Zynta: 5:02
Genpulse: 11:50
Seedplex 18:02
SendAI 22:47
Xitadel: 29:02
Pye: 35:51

The Solana Incubator is a 3 month intensive program…

1/ I see a lot of bad analysis of DATs, or digital asset treasury companies. Specifically, I see a lot of bad takes on whether they should trade at, above, or below the value of the assets they hold (their so-called “mNAV”).

Here's how I approach it.