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X @Bankless
Bankless· 2025-08-09 19:00
This isn't a bubble.“Just because digital asset treasuries have gone up and you don’t own it doesn’t mean it’s a bubble… A bubble is just your friend making money.”Tom Lee ( @fundstrat ) explains how most people misread markets. It’s not a bubble just because assets rise without you. ...
X @Messari
Messari· 2025-07-31 16:04
DATs lead July fundraisingJake (@immutablejacob):8 of the top 10 funding rounds ($4.9B) in July were for digital asset treasuries https://t.co/wZMQhwSKLv ...
X @Ignas | DeFi
Ignas | DeFi· 2025-07-29 22:20
RT Ignas | DeFi (@DefiIgnas)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. ...
X @Ignas | DeFi
Ignas | DeFi· 2025-07-29 10:16
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. ...