There Are Too Many DATs Right Now: Strive CEO

Core Viewpoint - The discussion centers around the decline in digital asset treasury (DAT) stocks and the implications of MSCI's potential exclusion of companies with significant digital asset holdings from its indexes [1] Group 1: Digital Asset Treasury (DAT) Stocks - Recent decline in DAT stocks is highlighted, indicating a shift in market sentiment towards digital assets [1] - The rapid growth of DATs is projected for 2025, suggesting a potential recovery or increase in interest in digital assets [1] Group 2: MSCI Controversy - MSCI is evaluating whether to exclude companies with digital asset holdings exceeding 50% of their total assets from the MSCI Global Investable Market Indexes [1] - The rationale behind this consideration is that such companies may function more like investment funds rather than traditional operational companies [1]