Market Analysis - Fundstrat 认为，数字资产的增长并不一定意味着泡沫，仅仅是因为投资者未持有该资产 [1] - 资产价格上涨并不等同于泡沫 [1]

Fundraising Trends - Digital Asset Treasuries (DATs) dominated July fundraising, accounting for 8 of the top 10 funding rounds [1] - DATs secured $4.9 billion in funding during July [1]

Digital Asset Treasury (DAT) Market Overview - Digital Asset Treasuries (DATs) imploding is a significant risk in the crypto bear market [1] - All DATs trade at a premium, ranging from 1.1x to 2.9x over their Net Asset Value (NAV) [1] - Metaplanet has the highest premium at 2.9x NAV [1] Tracking and Analysis - Delphi Digital launched a new Digital Asset Treasury Dashboard [1] - The industry needs dashboards to track DATs daily [1] - There is a need for the dashboard to be actively updated with all DATs for altcoins [1]

Digital Asset Treasuries imploding could be the biggest risk in the new crypto bear market.So I need good dashboards to track this daily.@Delphi_Digital launched a new Digital Asset Treasury Dashboard.All DATs trade at a premium ranging from 1.1x to 2.9x over their Net Asset Value.Metaplanet highest at 2.9x NAV.It would be great to see this dashboard actively updated with all DATs for altcoins as well. ...