DeFi's Next Big Leg Is Coming (Soon) - Avichal Garg & Mike Silagadze
The Rollup30 Sep 2025

DeFi's Next Big Leg Is Coming (Soon) - Avichal Garg & Mike Silagadze

Digital asset treasury companies are sitting on tens of billions in crypto, but it's mostly idle. That's changing fast.

In today's episode, were joined by Mike Silagadze, CEO of Ether.Fi & Avichal Garg, GP at Electric Capital, to discuss:

- Why DATs Will Send DeFi Into a Growth Mode Frenzy

- What Assets Avichal Is Positioning In

- Will There Be 5,000 New Crypto Billionaires by 2035?

- Mike's Digital Asset Neobank Vision

- Revenue, Buybacks, and Fundamental Investing


Timestamps:

00:00 Intro

00:38 Avichal's Crypto Journey

04:18 Current Landscape: IPOs, DATs & ETFs

11:58 Starknet Ad

12:28 DeFi Is Maturing

17:39 Avichal's Asset Selection Framework

21:53 Mike Talks About Ether.Fiโ€™s Edge

25:15 The Billion Dollar Neobank Vision

---

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๐——๐—œ๐—ฆ๐—–๐—Ÿ๐—”๐—œ๐— ๐—˜๐—ฅ: ๐˜๐˜ฏ๐˜ท๐˜ฆ๐˜ด๐˜ต๐˜ช๐˜ฏ๐˜จ ๐˜ช๐˜ฏ ๐˜ค๐˜ณ๐˜บ๐˜ฑ๐˜ต๐˜ฐ๐˜ค๐˜ถ๐˜ณ๐˜ณ๐˜ฆ๐˜ฏ๐˜ค๐˜บ ๐˜ข๐˜ฏ๐˜ฅ ๐˜‹๐˜ฆ๐˜๐˜ช ๐˜ฑ๐˜ญ๐˜ข๐˜ต๐˜ง๐˜ฐ๐˜ณ๐˜ฎ๐˜ด ๐˜ค๐˜ฐ๐˜ฎ๐˜ฆ๐˜ด ๐˜ธ๐˜ช๐˜ต๐˜ฉ ๐˜ช๐˜ฏ๐˜ฉ๐˜ฆ๐˜ณ๐˜ฆ๐˜ฏ๐˜ต ๐˜ณ๐˜ช๐˜ด๐˜ฌ๐˜ด ๐˜ช๐˜ฏ๐˜ค๐˜ญ๐˜ถ๐˜ฅ๐˜ช๐˜ฏ๐˜จ ๐˜ต๐˜ฆ๐˜ค๐˜ฉ๐˜ฏ๐˜ช๐˜ค๐˜ข๐˜ญ ๐˜ณ๐˜ช๐˜ด๐˜ฌ, ๐˜ฉ๐˜ถ๐˜ฎ๐˜ข๐˜ฏ ๐˜ฆ๐˜ณ๐˜ณ๐˜ฐ๐˜ณ, ๐˜ฑ๐˜ญ๐˜ข๐˜ต๐˜ง๐˜ฐ๐˜ณ๐˜ฎ ๐˜ง๐˜ข๐˜ช๐˜ญ๐˜ถ๐˜ณ๐˜ฆ ๐˜ข๐˜ฏ๐˜ฅ ๐˜ฎ๐˜ฐ๐˜ณ๐˜ฆ. ๐˜ˆ๐˜ต ๐˜ค๐˜ฆ๐˜ณ๐˜ต๐˜ข๐˜ช๐˜ฏ ๐˜ฑ๐˜ฐ๐˜ช๐˜ฏ๐˜ต๐˜ด ๐˜ต๐˜ฉ๐˜ณ๐˜ฐ๐˜ถ๐˜จ๐˜ฉ๐˜ฐ๐˜ถ๐˜ต ๐˜ต๐˜ฉ๐˜ช๐˜ด ๐˜ค๐˜ฉ๐˜ข๐˜ฏ๐˜ฏ๐˜ฆ๐˜ญ, ๐˜ธ๐˜ฆ ๐˜ฎ๐˜ข๐˜บ ๐˜ฆ๐˜ข๐˜ณ๐˜ฏ ๐˜ข ๐˜ค๐˜ฐ๐˜ฎ๐˜ฎ๐˜ช๐˜ด๐˜ด๐˜ช๐˜ฐ๐˜ฏ ๐˜ฐ๐˜ณ ๐˜ง๐˜ฆ๐˜ฆ ๐˜ข๐˜ด ๐˜ข ๐˜ด๐˜ฑ๐˜ฐ๐˜ฏ๐˜ด๐˜ฐ๐˜ณ๐˜ด๐˜ฉ๐˜ช๐˜ฑ, ๐˜ช๐˜ง ๐˜ต๐˜ฉ๐˜ช๐˜ด ๐˜ช๐˜ด ๐˜ต๐˜ฉ๐˜ฆ ๐˜ค๐˜ข๐˜ด๐˜ฆ ๐˜ธ๐˜ฆ ๐˜ธ๐˜ช๐˜ญ๐˜ญ ๐˜ข๐˜ญ๐˜ธ๐˜ข๐˜บ๐˜ด ๐˜ฎ๐˜ข๐˜ฌ๐˜ฆ ๐˜ด๐˜ถ๐˜ณ๐˜ฆ ๐˜ช๐˜ต ๐˜ช๐˜ด ๐˜ค๐˜ญ๐˜ฆ๐˜ข๐˜ณ. ๐˜ž๐˜ฆ ๐˜ข๐˜ณ๐˜ฆ ๐˜ด๐˜ต๐˜ณ๐˜ช๐˜ค๐˜ต๐˜ญ๐˜บ ๐˜ข๐˜ฏ ๐˜ฆ๐˜ฅ๐˜ถ๐˜ค๐˜ข๐˜ต๐˜ช๐˜ฐ๐˜ฏ๐˜ข๐˜ญ ๐˜ค๐˜ฐ๐˜ฏ๐˜ต๐˜ฆ๐˜ฏ๐˜ต ๐˜ฑ๐˜ญ๐˜ข๐˜ต๐˜ง๐˜ฐ๐˜ณ๐˜ฎ, ๐˜ฏ๐˜ฐ๐˜ต๐˜ฉ๐˜ช๐˜ฏ๐˜จ ๐˜ธ๐˜ฆ ๐˜ฐ๐˜ง๐˜ง๐˜ฆ๐˜ณ ๐˜ช๐˜ด ๐˜ง๐˜ช๐˜ฏ๐˜ข๐˜ฏ๐˜ค๐˜ช๐˜ข๐˜ญ ๐˜ข๐˜ฅ๐˜ท๐˜ช๐˜ค๐˜ฆ. ๐˜ž๐˜ฆ ๐˜ข๐˜ณ๐˜ฆ ๐˜ฏ๐˜ฐ๐˜ต ๐˜ฑ๐˜ณ๐˜ฐ๐˜ง๐˜ฆ๐˜ด๐˜ด๐˜ช๐˜ฐ๐˜ฏ๐˜ข๐˜ญ๐˜ด ๐˜ฐ๐˜ณ ๐˜ญ๐˜ช๐˜ค๐˜ฆ๐˜ฏ๐˜ด๐˜ฆ๐˜ฅ ๐˜ข๐˜ฅ๐˜ท๐˜ช๐˜ด๐˜ฐ๐˜ณ๐˜ด.

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