Things I'm interested in today: (09.12.2025)1) T-cos (DATs)Have been watching a lot of the news and motion around DATs the last few weeks and have some observations.I mentioned that the SOL DATs (particularly STSS and the Multicoin-backed one) seemed to be accelerating and we've seen that play out in the SOL chart.We got a surprise announcement this week about an Avalanche DAT that has raised enough money to effectively purchase 8% of the entire supply (which is somewhat insane) and AVAX has responded nicel ...

Market Trends - Solana DATs are raising billions of dollars [1] - These DATs are expected to market buy SOL [1] Investment Opportunities - The author suggests that being bearish on SOL right now is not a good idea [1]

Industry Perspective - The author is motivated to share thoughts on DATs (Data Analytics Technologies) and their impact [1] - The analysis will focus on the structural effect of DATs on major companies [1] - STSS (Specific Trading and Settlement System) will be specifically addressed in relation to DATs [1]

Macroeconomics & Monetary Policy - The report discusses DATs (Digital Asset Transfers) and the Federal Reserve (the Fed), focusing on navigating the driving forces behind them [1]

RT Ignas | DeFi (@DefiIgnas)State of the Market #7 is outIn this post I cover:• It’s All About DATs Now• Bull Case for Altcoin DATs• Time to Sell?• Sky Protocol Gets S&P RatingRead here ↓https://t.co/upIVYMML0o ...

Market Risk - The report highlights potential unwinding risks of DATs (Decentralized Autonomous Trusts) [1] - The analysis is speculative but plausible, suggesting relevance for AI DATs like TAO [1] Industry Focus - The report is considered a "fantastic read" on the topic [1] - Cheshire Capital's analysis is deemed worth reading due to its continued relevance [1]

State of the Market #7 is outIn this post I cover:• It’s All About DATs Now• Bull Case for Altcoin DATs• Time to Sell?• Sky Protocol Gets S&P RatingRead here ↓https://t.co/upIVYMML0o ...

Cryptocurrency Market - DATs (Decentralized Autonomous Tokens) are viewed as a mechanism for altcoins to go public, transitioning from ICO (Initial Coin Offering) to IPO (Initial Public Offering) [1] - DATs enable altcoins to achieve public offering status [1] Investment Opportunities - A DAT for BNB (Binance Coin) is likened to a Binance IPO, potentially providing an avenue for public investment that might not otherwise be available [1] - A $AAVE DAT could facilitate investment from traditional finance (TradFi) into the lending sector [1]

RT Thomas Uhm (@ThomasUhm)they're very, very different products on opposite ends of the risk spectrum. ETFs are fundamentally exposure to an underlying asset, while DATs are exposure to a buyer of underlying assets.ETFs are passive trackers, and should only deviate on price, not quantum of underlying. they should only go to zero if underlying become worthlessDATs are active managed funds, and their primary investment objective is to change quantum. as such, they try to increase exposure to underlying with f ...

“We have officially entered Stage 3 of DATs.”A new $360M treasury company backed by a16z for $IP has hit the market…mania is coming. https://t.co/BWd5WZ5eAMYano 🟪 (@JasonYanowitz):Big treasury deal.A few interesting call outs:1) Think this is a16z's first DAT2) And Cantor's first underwriting of a non BTC/ETH/SOL treasury company3) $360M reserve, $220M via PIPE ($100M cash, $120M IP tokens), $82M will be used to purchase $IP in the open market https://t.co/XOwzZRsufA ...