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.
G | Ethena
G | Ethena25. juli 2025
Virker som om DAT-fenomenet er ganske splittende, ønsket å dele noen tanker om hvorfor vi syntes dette var en verdig jakt:
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