$2B+ coming into $sol from DATs The very obvious trade here is to buy $sol BUT that’s the problem. It’s TOO obvious. Everyone faded $eth DATs. Everyone hated $eth. Max fuckery. What if? ‣ Sol pumps for a few days and that’s it? ‣ Mass retail don’t buy the Sol DATs eg: David Bailey aka $Naka raised a billion. Bought BTC at pico top of the top. Stock down 90%. Imo, DAT narrative is over. Tradfi shady PIPE deals for retail as exit liquidity is over. Nothing more to extract. Move on.
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