Early Review: ETHDenver Trades Hype for Builders as DATs Flop and Structural Shifts Take Center Stage.
𝕏/@andyyy •
Revision history
3 recorded changes
Want your article here?
Promote with Leviathan NewsMore on DATs
The current DAT market through Q4 will be driven by Alt DATs done via PIPEs into shells because those are the ones fastest to market and will have immediate effect in size on the underlying token
𝕏/@tx0zz ·
DATs aren’t “the next LUNA,” but unwind risks exist. With little leverage, forced selling is unlikely, yet arb incentives grow if mNAV drops. Outcomes depend on how concentrated holdings are—few big players dampen risk, many big DATs amplify it.
𝕏/@Galois_Capital ·
8% of Ethereum supply now sitting in ETFs or DATs
decrypt.co ·
Pantera backs Digital Asset Treasury firms (DATs) as emerging public market crypto exposure, adopting MicroStrategy’s permanent capital model with growing conviction and targeted investments.
Panteracapital ·
The current DAT market through Q4 will be driven by Alt DATs done via PIPEs into shells because those are the ones fastest to market and will have immediate effect in size on the underlying token
𝕏/@tx0zz ·
DATs aren’t “the next LUNA,” but unwind risks exist. With little leverage, forced selling is unlikely, yet arb incentives grow if mNAV drops. Outcomes depend on how concentrated holdings are—few big players dampen risk, many big DATs amplify it.
𝕏/@Galois_Capital ·
8% of Ethereum supply now sitting in ETFs or DATs
decrypt.co ·
Pantera backs Digital Asset Treasury firms (DATs) as emerging public market crypto exposure, adopting MicroStrategy’s permanent capital model with growing conviction and targeted investments.
Panteracapital ·