Is DAT mania over? mNAVs are compressing across the board, and most DATs are now dead on arrival (unless you’re Tom Lee). This episode we talk DAT consolidation, pirate M&A, ETH ATH, and why Robinhood Chain chose to build on Arbitrum. @ajwarner90 breaks it down for us ⤵️
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 🔥Stay updated with all the latest hot takes by following and subscribing to @_ChoppingBlock and @unchained_pod! 🎥 YouTube: 🎧 Spotify: 🍎 Apple: 🎙 Podcast Home:
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