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Adrian
Intern @Newmangrp, @newmancapitalvc. @0xeorta. NBA trash talker. BlackRock my ex-daddy. I am in the culture, are you? Building in 2025.
It’s true that DATs are still buying btc and eth. But the problem is the anticipation of diminishing demand from DATs. Market is always priced based on future events.
It’s a loop.
1) too many DATs, diluting any individual one’s demand
2) drop in mNAV across the board
3) DATs have to go more aggressive in structures, $MSTR just did that, effectively further diluting shareholders
4) further drop in mNAV across the board
5) less demand from retail buying DATs
6) less demand from retail filling up ATMs; less institutions filling up the PIPEs
7) less buying of btc and eth from DATs
16 tuntia sitten
Noticing mNAV of pure ETH / BTC DAT plays converging to 0.9x to 1.5x.
FUDs not going away anytime soon. Likely favor sector leaders (i.e. #1 BTC DAT. #1 ETH DAT).
This could challenge new Alts DATs future raises - private rounds, ATMs, ELOCs, etc.
Alts DATs ideally come with an OpCo that's got a revenue stream tied to the Alts economy (e.g. staking, new app, stablecoin).
If doable, weave in a strong Alts biz line (e.g. biz lines not currently attributing to Alts token price).
Instead of getting stuck in the mud wrestling of mNAV, this could position the new Alts DATs as an attractive value-driven play vs. high P/E comparables.
1,49K
Noticing mNAV of pure ETH / BTC DAT plays converging to 0.9x to 1.5x.
FUDs not going away anytime soon. Likely favor sector leaders (i.e. #1 BTC DAT. #1 ETH DAT).
This could challenge new Alts DATs future raises - private rounds, ATMs, ELOCs, etc.
Alts DATs ideally come with an OpCo that's got a revenue stream tied to the Alts economy (e.g. staking, new app, stablecoin).
If doable, weave in a strong Alts biz line (e.g. biz lines not currently attributing to Alts token price).
Instead of getting stuck in the mud wrestling of mNAV, this could position the new Alts DATs as an attractive value-driven play vs. high P/E comparables.
18.8. klo 21.04
The natural advancement of these public crypto shells is to focus on businesses as asset injection, instead of just coin injection for Mnav sake.
7,77K
The natural advancement of these public crypto shells is to focus on businesses as asset injection, instead of just coin injection for Mnav sake.
17.8. klo 15.06
IMO lots of treasury shells will trade below nav soon. The so called Mnav will be below 1 very soon.
2,41K
bro no joke this is top class cringe lol
18.8. klo 04.24
It happened again…
But this time, Satoshi didn’t visit me in my dream.
I woke up in the middle of the night to use the bathroom. Vision still blurred. Half-asleep. But when I looked in the mirror… my dreams started to bleed into reality.
What I saw in the reflection reminded me of the same legacy that changed the game.
But this time, it wasn’t Chicago.
It wasn’t the Hardwood.
It wasn’t the Finals or the @Game5Ball.
This time…
it was the blockchain.
This time…
it was for Bitcoin.
This time…
it was for innovation.
Only thing that really stood out?
Satoshi was wearing a number 1 jersey.
I’ve only ever worn 33. 🤔
Maybe my eyes were deceiving me.
Maybe the mirror was playing tricks.
Maybe not.
All I know is…
Be like Satoshi.
That’s the motto.
That’s the play.
133. BULLish.
1,65K
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