Did Sell Pressure from DATs Cause Today’s Move?

Discussed in today’s video:

• “Sneaky” Risk-Off Session: Crypto rolled over sharply this afternoon as broader markets weakened beneath the surface despite headline indices making new highs.
• DAT Selling Pressure: Reports of smaller digital asset treasuries selling crypto to close NAV discounts added short-term noise but were not the main driver of today’s move.
• FOMC: Markets expect a 25 bp cut, but the key variable is Powell’s tone and commentary around balance sheet policy.
• SOL ETF Debut: Solana’s ETF launched with record YTD trading volume on the NYSE.
• Performance Chase Ahead?: Data supports the view that underperforming liquid funds may chase performance into year-end, reinforcing the bullish setup for altcoins.

Tickers in this video: BTC 1.28% HYPE 2.20% SOL