dat

🇺🇸 MSCI May Remove Crypto‑Heavy Firms from Global Indexes
MSCI is considering excluding companies whose digital asset holdings exceed 50% of total assets from major global stock indexes, potentially forcing up to $9B in outflows from firms like Strategy (formerly MicroStrategy). This highlights increasing scrutiny of crypto companies in traditional markets and could have major implications for institutional demand. �
$TRUMP
$LIGHT
$PIPPIN

#CryptoNews #InstitutionalFlows #Bitcoin #MarketAlert #DAT

Finance ReDefined _ Bitcoin dips below $85K

#DAT longevity hinges on avoiding ‘mNAV roller coaster’: Solmate CEO _ “Pure play” digital asset treasury companies will have to contend with volatility tied to the net asset value of their token holdings if they don’t build successful business ventures.

Aave founder outlines 2026 ‘master plan’ after end to SEC probe _ Aave’s 2026 plan focuses on scaling via v4's Hub and Spoke architecture, $1 billion in real-world assets, and growing its new mobile app. 

Hyperliquid governance vote aims to permanently sideline $1B Assistance Fund _ The proposal seeks a binding social consensus that the funds will never be accessed through future protocol upgrades.

ETHGas raises $12M as Buterin revives gas futures debate _ ETHGas announced a $12 million seed raise as Ethereum co-founder Vitalik Buterin reignited discussion around onchain gas futures and fee-hedging mechanisms

Tokenized stocks may be onchain, but the #SEC still wants the keys _ The US Securities and Exchange Commission outlined how tokenized equities can exist inside US market safeguards, favoring broker-led custody over crypto-native self-custody.

Source: Binance News / Bitdegree / Coindesk / Coinmarketcap / #Cointelegraph / Decrypt

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$BTC $AAVE $HYPE

2025 Crypto Wrapped: Digital Asset Treasury (DAT) shows how major companies managed their crypto holdings and fundraising strategies. This year, DAT became a key metric for institutional involvement in blockchain ecosystems.

Top BTC holders include Strategy with 660,824 BTC valued at about $60.94 billion, Metaplanet with 30,283 BTC worth $2.84 billion, and BitMine Immersion holding 3.86 million ETH valued at $12.55 billion. Other notable holdings: SharpLink Gaming with 863,021 ETH ($2.27B), Forward Industries with 6.92 million SOL ($938M), Solana Company with 2.3 million SOL ($313M), and CEA Industries with 456,544 BNB ($456M).

Institutional adoption is diversifying beyond BTC into ETH, SOL, and BNB. Fundraising tools mirror traditional finance, and large holdings influence liquidity, governance, and price stability.

Will ETH staking dominance continue? Will SOL and BNB treasuries grow faster than BTC reserves? Share your predictions below! 👇

#BTC #DAT #ETH #solana #bnb

Tokyo Exchange Operator Mulls Limits on Digital Asset #Treasury Firms: The Tokyo Stock Exchange operator #JPX is reportedly exploring stricter rules, including backdoor listing restrictions and mandatory audits, to curb listed companies pivoting to large-scale bitcoin/crypto treasuries #DAT 's.

"Disclaimer _ Source: Binance News / Bitdegree / #CoinDesk / Coinmarketcap / Cointelegraph / Decrypt & do support by follow, like, comment, share, repost to reach maximum audience, more such informative content ahead"

🚨 BIG: #stablecoin , #etf s, and #DAT s surged from $180B to $560B since 2024.

That's over 3x #Growth .

But that #Run is now #slowing down.

The Purchasing Power of DAT Companies Has Nearly Reached Zero: A Red Alert for the Market

The capital inflow of DAT strategy firms has crashed from $557M to $259M in just four months — a 95% collapse. This isn’t a simple cooldown; it’s a warning of total exhaustion in institutional buying power.

Even worse, DAT-linked companies’ stocks have plunged 40–90%, while Bitcoin fell only 10%. Such a mismatch suggests they might be forced to dump BTC reserves to survive financial strain.

With Bitcoin hovering near $105,000, things look calm — but one major DAT liquidation could trigger a chain reaction the market isn’t ready for. Short positions now sit at 51%, and smart money knows exactly where the danger lies.

#Bitcoin #CryptoMarket #DAT #BTC #RiskAlert

#crypto Rebounds and Winklevoss Capital fund Zcash #DAT Crypto majors are rebounding after Tuesday’s selloff, with Bitcoin (BTC) up 1% at $105,000, while Ethereum (ETH) remains even at $3,550, Binance Coin (BNB) steady at $978, and Solana (SOL) down 2% at $159. Meanwhile, Ethereum #whale 's have accumulated over $350 million during the latest dip, with indications that institutional players are behind the buying.

"Disclaimer _ Source: Binance News / Coinmarketcap / Bitdegree / Coindesk / Cointelegraph / #Decrypt & do support by follow, like, comment, share, repost to reach maximum audience, more such informative content ahead"

$ZEC $BTC $ETH

🏢 Companies Pivoting to Crypto: The DAT Movement

Headline: From Red Ink to Digital Gold: Firms Adopt Crypto Treasuries

A new wave of companies is following MicroStrategy’s playbook — adopting Digital Asset Treasuries (DATs) to strengthen their balance sheets. By holding Bitcoin, $ETH Ethereum or $SOL Solana as treasury assets, these firms aim to hedge against inflation and tap into crypto’s long-term growth.

The movement shows how corporate strategy is shifting from defensive cash hoarding to offensive digital positioning. The age of the “crypto-native enterprise” may have just begun.

🏦 What’s your take? Would you trust a company more if it held crypto in its treasury — or does that add unnecessary risk?
@Dexipher

$ETH
#solana



#CryptoTreasury #MicroStrategy #DAT #BinanceWriteToEarn

Digital Asset Treasury Companies: A Big Bet on the Future of Crypto

Digital asset treasury companies (DAT) are facing a significant challenge as the market value to net asset value (mNAV) ratio declines, threatening their ability to raise capital. However, this situation is not a negative sign but rather indicates that companies are making a big bet on a volatile yet promising future for the crypto market.

Challenges and Opportunities

The decline of #mNAV has forced DATs like BitMine and SharpLink Gaming to consider issuing additional shares to raise capital, leading to the dilution of existing shareholders' interests. This pressure is further compounded by the emergence of Ethereum spot ETFs, providing investors with a direct access channel without incurring additional fees. However, this also presents an opportunity for DATs to prove their strategy.

A Decisive Quarter

Experts believe that Q4 will be a critical moment. If Ethereum experiences a strong price surge, mNAV will recover, allowing #DAT to raise capital more easily to increase their ETH holdings, thereby creating a positive growth loop. Conversely, if the market stagnates, companies will have to rely on yields from staking. Nonetheless, the existence of DATs demonstrates a steadfast belief in the long-term potential of crypto. These companies are willing to take short-term risks to pursue a vision of a future where digital assets become a cornerstone of the global financial system. #anh_ba_cong

The stock price of BNC is too outrageous. BNB reached an all-time high of 1083u last week, yet the BNC stock price continues to decline and is falling.

I bought BNC at 24.2, and it has already halved and more: last Friday, the BNC stock price fell to 9.69.

This is still the largest financial treasury DAT for BNB on Nasdaq, CZ should not leave a bad reputation on this Nasdaq DAT supported by YZlabs, and it should be able to rebound in the future, so I will continue to hold.

Apart from btc/eth/bnb, I advise everyone to be cautious when purchasing any other cryptocurrencies' DAT.

#davidnamdar
#BNC
#CEAIndustries
#DAT

DATs Under Pressure Amid Crypto Volatility

Explaining how Digital Asset Tokens (DATs) face challenges when market downturns reduce their net asset value and force liquidity actions.

Digital Asset Tokens (DATs), which package underlying crypto assets into SEC-regulated securities, are facing increased pressure amid market volatility. A key performance metric, the market net asset value (mNAV), compares a DAT’s trading price to its crypto holdings. When mNAV falls below 1, the DAT may be trading below its underlying assets, potentially forcing sales to maintain liquidity.

Experts suggest that DATs have attracted participants more drawn by hype and easy access to capital than long-term fundamentals. Macquarie notes that if the equity premium relative to net asset value erodes, DATs could face significant structural challenges. Some firms, like Strategy, are building reserves to support dividends and debt repayments, aiming to weather downturns.

For traders, monitoring mNAV trends and understanding liquidity risks is critical when considering DAT exposure.

#DAT #MarketVolatility #Write2Earn

Overview of DAT challenges during market downturns and the importance of monitoring mNAV.

Disclaimer: Not Financial Advice
$BTC
$ETH
$BNB

21shares Ethena ETP (EENA) represents the acceptance level of retail users for the price of $ENA .

Yesterday (12/3), 21shares officially listed the ETP product EENA, based on ENA single asset exposure, on the Swiss stock exchange (SIX Swiss Exchange).

Monitoring the trend of EENA might be better than keeping an eye on the price of StablecoinX (Ethena DAT)?

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StablecoinX is an ENA reserve company established through a collaboration between Ethena and a venture capital firm. It is traded as a U.S. stock and is not as pure as trading products like ETP.

Although StablecoinX will purchase ENA through the Ethena Foundation, it is more inclined to buy ENA within a specific price range during a specific time period, thus having a clearer cost price.
(According to DefiLlama, the average cost price corresponding to the two completed rounds of purchases is approximately: 0.29, 0.21)

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21shares' EENA is designed to be 100% physically backed and cannot be used for lending or other purposes, with assets stored at the custodian BitGo.

In other words, what EENA reflects is a purer retail user trading psychology, showing the price that buyers trust for ENA.
(Additionally, there is a management fee cost of 2.5%)

A 2.5% management fee is considered a standard setting in 21shares' single asset exposure type ETP.

For example, the two ETPs tracking $DOGE and $PYTH also have a fee of 2.5%.
Although ETHC and CBTC are 0.1%, it is mainly because they need to compete for market share with other competitors.

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EENA recorded an AUM of 1,293,770 on its first day, which should be considered a moderate performance for the ETP launched by 21shares.

I will treat EENA as another reference data point, as it more accurately reflects the price preferences of European market users for ENA assets.

Although 21shares mentioned in the document that the potential benefit of ENA lies in opening up a profit-sharing mechanism after cost conversion, the fact is that no one can predict when it will start, so current buying and selling are more based on the price fluctuations of the ENA asset itself.

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*Opinions are solely my personal views and not financial advice (NFA), please do your own research (DYOR)

*Image source: 21shares

#21Shares #ENA走势分析 #StablecoinX #DAT

🚀 The Rise of Digital Asset Treasury (DAT) Investments

Over $15B has been raised through DAT strategies this year (Jan–Aug), surpassing traditional VC funding.

Instead of only backing startups, institutions are stacking crypto treasuries & BTC$BTC, making them the new backbone of capital flow.

🔃 This shift could redefine how projects grow, scale, and sustain in the next market cycle.

#MacroInsights #DAT

Latest News: Helios Medical recently launched a digital asset fund (#DAT ) worth 760,190 #SOL , as part of a $500 million program (expandable to $1.25 billion).

The Guide:
✅ Fundraising in public markets
✅ Aggregated $SOL
✅ Bet for a return on the chain
✅ Give traditional investors a trial version of #SOL wrapped in equity + the ability to hold.


And they are not alone.

Forward Industries, SOL Strategies, DeFi Development Corp., and others are working on building treasury bonds #Solana primarily with increasing access opportunities (instant ETF efforts, prime brokerage, public funds).

First $BTC , then $ETH ... is #SOL the next big step for Wall Street? 👀