The Digital Asset Treasury companies (DATs) are challenging to track and know how to trade. The key edge lies in understanding where the stock is trading relative to its underlying NAV. Approaching 1x NAV often presents a strong entry point, while nearing 2x tends to be a clear sign to take profit. @Blockworks_ and @Delphi_Digital have great trackers but with some limitations on scope with knew ones coming to market almost every day and the NAVs constantly changing.
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