The State of Play for ETH DATs

Discussed in today's video:

 A weaker-than-expected Services PMI sparked an initial sell-off, but high-yield credit rallied, Treasuries remained under pressure, and small caps outperformed.  ETH’s relative strength has diverged from small-cap performance in recent weeks, driven by growing interest in stablecoins and tokenization, along with steady demand from ETH-focused digital asset treasury (DAT) companies.  DATs collectively hold approximately $7 billion in ETH an...

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