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I think the premium is quickly getting eroded with the flurry of DATs that are emerging. But agree with @gdog97_ , if there is liquidity, there is nothing wrong with putting a wrapper on to appeal to a different set of buyer. Time will tell good assets apart from bad assets.

25. 7. 2025
Zdá se, že fenomén DAT je docela rozdělující, chtěl jsem se podělit o několik myšlenek o tom, proč si myslíme, že to stojí za to:
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