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Boop.Fun leading the way with a new launchpad on Solana.
S-a terminat mania DAT? mNAV-urile se comprimă pe toată linia, iar majoritatea DAT-urilor sunt acum moarte la sosire (cu excepția cazului în care ești Tom Lee).
În acest episod vorbim despre consolidarea DAT, pirate M&A, ETH ATH și de ce Robinhood Chain a ales să construiască pe Arbitrum. @ajwarner90 ne ⤵️ descompune
28 aug. 2025
ETH is up. Tom Lee is posting TA charts.
MetaPlanet is at ~2.5x mNAV. SharpLink’s doing buybacks.
And @ajwarner90 gives the insider scoop on Robinhood Chain.
Timestamps
00:00 Intro
01:10 Ethereum's Market Performance
03:02 Tom Lee's Media Blitz
06:37 Digital Asset Treasuries in Crypto
08:47 Tax Arbitrage & Premiums in Different Markets
10:58 Challenges of Digital Asset Treasuries
16:20 Corporate Form vs. ETFs for Staking
19:25 Spokespersons of DATs
27:59 Equity Heavy Strategies & MicroStrategy's Leverage
29:10 Market Signals & Liquidity Challenges
31:29 Adversarial M&A & Stock Buybacks
33:57 WFE letter to SEC: attack on “tokenized stocks”
45:32 Robinhood & Arbitrum Partnership
53:51 Hyperliquid vs. Arbitrum
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