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The DAT Bubble Has Burst
Season 23 Episode 2
Front Run The Week — Free Signals
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In this episode, I dissect the implosion of the Digital Asset Treasury (DAT) narrative — the rush by public companies, funds, and pseudo-institutions to stack crypto assets as balance-sheet exposure… without understanding the liquidity, volatility, or narrative risk behind it.
I connect this to Tom Lee’s previous bullish statements on ETH ($5K → $10K thesis) and how, ironically, the same institutions chasing yield on-chain may now be retreating just as the real cycle begins. The bubble wasn’t in the assets — it was in the misunderstanding of what ownership actually means.
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🎙 About the Show
The Chip Mahoney Show delivers Financial Intelligence for the Digital Dollar Shift — helping advisors modernize their practice and helping investors gain the edge most professionals don’t have yet. A Big Pond production for educational and entertainment purposes only.
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Published on 1 month, 3 weeks ago