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The DAT Bubble Has Burst

Season 23 Episode 2 Published 4 months ago
Description

Front Run The Week — Free Signals
Get early signals before they hit headlines. Subscribe free at tokentrust.substack.com — or tap here: tokentrust.substack.com

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.

Want to go deeper into the ideas behind this show?

The best place to begin is the Start Here page — where I explain how capital is quietly reshaping the financial system, and how everyday investors can align early with the infrastructure being built beneath the headlines.

🔶 Start here:
https://tokentrust.substack.com/p/start-here-own-the-economy

If you want to go further, the next step is the Alignment Intelligence Bundle — the system I use to interpret how structural financial shifts happen before they become obvious.

🔶 Get it here:
https://tokentrust.gumroad.com/l/alignmentintelligencebundle

Inside you’ll find:

Aligned or Left Behind — the framework for understanding alignment before clarity
The Alignment Checklist — a practical guide for identifying positioning signals
• And 30 days of Signals access, where I track the infrastructure and assets institutions are quietly building

Because in structural shifts, recognition always arrives later than alignment.

The Chip Mahoney Show delivers financial intelligence for the Digital Dollar era — helping investors, advisors, and builders stay early, not reactive.

Learn more, explore episode resources, and connect to the broader ecosystem at:

🔶 https://chipmahoney.com

A Big Pond Podcast
Represented by DV Collective: dvpodcastshow@gmail.com

Not financial advice. For educational and entertainment purposes only. Music under Spotify Creators licensing.


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