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 ...

What's the current dominant crypto narrative?Memecoins? Nope but some like $PENGU and SPX6900 do greatDeFi? Some like $SPK pumped but others strugglingDATs? Helped pump $ETH and $ENA managed to time it wellYet it feels like the days when a single narrative could lift all tokens have ended.Instead, outliers driven by a specific set of catalysts perform well.Catalysts that rely on the hard work of teams and their communities. ...

Company Overview - Karia 将 WonderFi 以 9 位数（百万美元级别）的价格出售给 Robinhood [1] - Karia 目前正在构建一个 Bittensor 国库公司，名为 xTAO [1] Technology & Cryptocurrency - xTAO 旨在帮助人们理解 DATs（数据自主权技术）和 TAO（Bittensor 的代币） [1]

Everyone wants to talk (and hear about) DATs.Many more coming for top 100 tokens over the next few weeks-months btw 😳https://t.co/iNc8LVTeRH ...