dat

DAT EXPLODES 14.58% TODAY $BTC

Entry: 605 🟩
Target 1: 682 🎯
Stop Loss: 528 🛑

METAPLANET IS ON FIRE. Japan's Bitcoin custodian just crushed it. DAT is ripping higher. This is not a drill. The momentum is insane. Don't get left behind. This surge is just the beginning. Get in NOW.

Disclaimer: Trading involves risk.

#DAT #Bitcoin #CryptoTrading 🔥

The 2025 bear market has severely impacted risk assets and crypto stocks, but also provided the market with a breathing opportunity. The expansion of the #DAT ecosystem has accelerated volatility, yet key areas such as RWA, stablecoins, and #defi continue to attract capital inflows, indicating strong long-term investment momentum. #BTC

Institutional demand is becoming the core driving force in the market. By the end of 2025, the RWA market capitalization reached $18 billion, up 210% year-on-year, and stablecoin supply grew by over 50%. On-chain data shows that institutional Bitcoin purchases exceeded miner production by 76%, creating a supply deficit.

These factors collectively suggest that 2026 is likely to enter a 'institutional cycle,' where the market gradually differentiates from speculative behavior, forming a more robust foundation for sustained growth. MSTR has recorded a 4% increase, and institutional accumulation of Bitcoin continues, laying the groundwork for a potential year-end target price of $150,000.

In short, the capital accumulated after the bear market, institutional buying pressure, and strong fundamentals are all supporting Bitcoin's upward trend in 2026. Investors who patiently position themselves are likely to achieve substantial returns in this 'institutional cycle'.

MSCI decides not to remove DAT from key market indices, eliminating forced crypto sell-off FUD

On Tuesday, Morgan Stanley Capital International (MSCI) released a statement indicating that the company has decided not to remove Digital Asset Trust (DAT) from its key market indices.

This decision not only avoids the previously feared potential $15 billion passive fund forced sell-off pressure, but also brings crucial policy certainty to the crypto market and related public companies.

Back in October last year, MSCI had initiated consultations with the investment community on whether DAT should be removed from the key market indices.

Notably, major DAT companies in the key market indices (such as Strategy) have over 50% of their total assets in crypto assets.

According to macroeconomists, if DAT companies (such as Strategy) were removed from MSCI indices, funds tracking these indices would be forced to sell shares of these companies, potentially leading to up to $15 billion in outflows.

Market analysis suggests that MSCI's decision not only eliminates a major uncertainty factor but also ensures that DAT companies will continue to receive substantial passive fund inflows. At the same time, it puts an end to market concerns about potential forced liquidation of large Bitcoin holdings.

In summary, MSCI's decision not to remove DAT companies not only alleviates concerns about potential $10 billion-plus forced passive fund sell-offs but also ensures that DAT companies will continue to receive significant passive fund inflows.

Although this positive development has not yet been immediately reflected in Bitcoin prices, indicating that the market's short-term focus remains on technical resistance levels. Nonetheless, this decision provides important policy support for the crypto market, contributing to the industry's long-term stable development.

#摩根士丹利 #DAT

MSCI decides not to remove DAT Company from the index for now; MSTR surges 6.58% after hours

On January 7, MSCI announced that it has currently decided not to implement the proposal to exclude digital asset treasury companies (DATCOs) from the MSCI Global Investable Market Index (MSCI Index) during the February 2026 index review.

MSCI plans to initiate a broader consultation on the treatment of general non-operational companies. This wider review aims to ensure consistency and maintain alignment with the overall objectives of the MSCI Index, which is to measure the performance of operational companies and exclude entities whose primary activities are fundamentally investment-oriented.

Distinguishing investment companies from other companies (those that hold non-operational assets such as digital assets as part of their core operations, rather than for investment purposes) requires further research and consultation with market participants. For example, assessing index eligibility for various such entities may require additional inclusion criteria, such as financial statement-based metrics or other indicators.

According to Bitget TradFi data, affected by this news, Strategy (MSTR) rose 6.58% after hours.

From a broader perspective, this incident reflects a microcosm of the identity and regulatory acceptance challenges faced by the DAT sector. This pressure is global, with MSCI, Nasdaq, and major exchanges across Asia all reviewing such companies. S&P's 'B-' credit rating for MSTR is also dual-natured: it represents recognition of the Bitcoin treasury model being incorporated into a mainstream evaluation framework for the first time, yet its lower rating also reflects traditional institutions' high caution regarding the risks associated with this model.

Ultimately, MSCI's decision represents a compromise and a stance toward balance. It responds to calls from certain market participants for maintaining index purity while avoiding unnecessary disruption to an emerging industry due to hasty actions. The key to the future lies in whether the consultation process can produce a clear, fair, and widely accepted framework, thereby laying the foundation for DAT companies' legitimate status in traditional finance. This process itself is a profound manifestation of the ongoing collision, adjustment, and integration between traditional finance and the crypto asset sector.

If you like my sharing, don't forget to follow: #加密市场观察 #DAT #资产管理 #微策略公司 #strategy

Digital Asset Treasury Companies: A Big Bet on the Future of Crypto

Digital asset treasury companies (DAT) are facing a significant challenge as the market value to net asset value (mNAV) ratio declines, threatening their ability to raise capital. However, this situation is not a negative sign but rather indicates that companies are making a big bet on a volatile yet promising future for the crypto market.

Challenges and Opportunities

The decline of #mNAV has forced DATs like BitMine and SharpLink Gaming to consider issuing additional shares to raise capital, leading to the dilution of existing shareholders' interests. This pressure is further compounded by the emergence of Ethereum spot ETFs, providing investors with a direct access channel without incurring additional fees. However, this also presents an opportunity for DATs to prove their strategy.

A Decisive Quarter

Experts believe that Q4 will be a critical moment. If Ethereum experiences a strong price surge, mNAV will recover, allowing #DAT to raise capital more easily to increase their ETH holdings, thereby creating a positive growth loop. Conversely, if the market stagnates, companies will have to rely on yields from staking. Nonetheless, the existence of DATs demonstrates a steadfast belief in the long-term potential of crypto. These companies are willing to take short-term risks to pursue a vision of a future where digital assets become a cornerstone of the global financial system. #anh_ba_cong

🏢 Companies Pivoting to Crypto: The DAT Movement

Headline: From Red Ink to Digital Gold: Firms Adopt Crypto Treasuries

A new wave of companies is following MicroStrategy’s playbook — adopting Digital Asset Treasuries (DATs) to strengthen their balance sheets. By holding Bitcoin, $ETH Ethereum or $SOL Solana as treasury assets, these firms aim to hedge against inflation and tap into crypto’s long-term growth.

The movement shows how corporate strategy is shifting from defensive cash hoarding to offensive digital positioning. The age of the “crypto-native enterprise” may have just begun.

🏦 What’s your take? Would you trust a company more if it held crypto in its treasury — or does that add unnecessary risk?
@Dexipher

$ETH
#solana



#CryptoTreasury #MicroStrategy #DAT #BinanceWriteToEarn

🚨 BIG: #stablecoin , #etf s, and #DAT s surged from $180B to $560B since 2024.

That's over 3x #Growth .

But that #Run is now #slowing down.

The Purchasing Power of DAT Companies Has Nearly Reached Zero: A Red Alert for the Market

The capital inflow of DAT strategy firms has crashed from $557M to $259M in just four months — a 95% collapse. This isn’t a simple cooldown; it’s a warning of total exhaustion in institutional buying power.

Even worse, DAT-linked companies’ stocks have plunged 40–90%, while Bitcoin fell only 10%. Such a mismatch suggests they might be forced to dump BTC reserves to survive financial strain.

With Bitcoin hovering near $105,000, things look calm — but one major DAT liquidation could trigger a chain reaction the market isn’t ready for. Short positions now sit at 51%, and smart money knows exactly where the danger lies.

#Bitcoin #CryptoMarket #DAT #BTC #RiskAlert

#crypto Rebounds and Winklevoss Capital fund Zcash #DAT Crypto majors are rebounding after Tuesday’s selloff, with Bitcoin (BTC) up 1% at $105,000, while Ethereum (ETH) remains even at $3,550, Binance Coin (BNB) steady at $978, and Solana (SOL) down 2% at $159. Meanwhile, Ethereum #whale 's have accumulated over $350 million during the latest dip, with indications that institutional players are behind the buying.

"Disclaimer _ Source: Binance News / Coinmarketcap / Bitdegree / Coindesk / Cointelegraph / #Decrypt & do support by follow, like, comment, share, repost to reach maximum audience, more such informative content ahead"

$ZEC $BTC $ETH

Tokyo Exchange Operator Mulls Limits on Digital Asset #Treasury Firms: The Tokyo Stock Exchange operator #JPX is reportedly exploring stricter rules, including backdoor listing restrictions and mandatory audits, to curb listed companies pivoting to large-scale bitcoin/crypto treasuries #DAT 's.

"Disclaimer _ Source: Binance News / Bitdegree / #CoinDesk / Coinmarketcap / Cointelegraph / Decrypt & do support by follow, like, comment, share, repost to reach maximum audience, more such informative content ahead"

DATs Under Pressure Amid Crypto Volatility

Explaining how Digital Asset Tokens (DATs) face challenges when market downturns reduce their net asset value and force liquidity actions.

Digital Asset Tokens (DATs), which package underlying crypto assets into SEC-regulated securities, are facing increased pressure amid market volatility. A key performance metric, the market net asset value (mNAV), compares a DAT’s trading price to its crypto holdings. When mNAV falls below 1, the DAT may be trading below its underlying assets, potentially forcing sales to maintain liquidity.

Experts suggest that DATs have attracted participants more drawn by hype and easy access to capital than long-term fundamentals. Macquarie notes that if the equity premium relative to net asset value erodes, DATs could face significant structural challenges. Some firms, like Strategy, are building reserves to support dividends and debt repayments, aiming to weather downturns.

For traders, monitoring mNAV trends and understanding liquidity risks is critical when considering DAT exposure.

#DAT #MarketVolatility #Write2Earn

Overview of DAT challenges during market downturns and the importance of monitoring mNAV.

Disclaimer: Not Financial Advice
$BTC
$ETH
$BNB

21shares Ethena ETP (EENA) represents the acceptance level of retail users for the price of $ENA .

Yesterday (12/3), 21shares officially listed the ETP product EENA, based on ENA single asset exposure, on the Swiss stock exchange (SIX Swiss Exchange).

Monitoring the trend of EENA might be better than keeping an eye on the price of StablecoinX (Ethena DAT)?

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StablecoinX is an ENA reserve company established through a collaboration between Ethena and a venture capital firm. It is traded as a U.S. stock and is not as pure as trading products like ETP.

Although StablecoinX will purchase ENA through the Ethena Foundation, it is more inclined to buy ENA within a specific price range during a specific time period, thus having a clearer cost price.
(According to DefiLlama, the average cost price corresponding to the two completed rounds of purchases is approximately: 0.29, 0.21)

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21shares' EENA is designed to be 100% physically backed and cannot be used for lending or other purposes, with assets stored at the custodian BitGo.

In other words, what EENA reflects is a purer retail user trading psychology, showing the price that buyers trust for ENA.
(Additionally, there is a management fee cost of 2.5%)

A 2.5% management fee is considered a standard setting in 21shares' single asset exposure type ETP.

For example, the two ETPs tracking $DOGE and $PYTH also have a fee of 2.5%.
Although ETHC and CBTC are 0.1%, it is mainly because they need to compete for market share with other competitors.

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EENA recorded an AUM of 1,293,770 on its first day, which should be considered a moderate performance for the ETP launched by 21shares.

I will treat EENA as another reference data point, as it more accurately reflects the price preferences of European market users for ENA assets.

Although 21shares mentioned in the document that the potential benefit of ENA lies in opening up a profit-sharing mechanism after cost conversion, the fact is that no one can predict when it will start, so current buying and selling are more based on the price fluctuations of the ENA asset itself.

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*Opinions are solely my personal views and not financial advice (NFA), please do your own research (DYOR)

*Image source: 21shares

#21Shares #ENA走势分析 #StablecoinX #DAT

The stock price of BNC is too outrageous. BNB reached an all-time high of 1083u last week, yet the BNC stock price continues to decline and is falling.

I bought BNC at 24.2, and it has already halved and more: last Friday, the BNC stock price fell to 9.69.

This is still the largest financial treasury DAT for BNB on Nasdaq, CZ should not leave a bad reputation on this Nasdaq DAT supported by YZlabs, and it should be able to rebound in the future, so I will continue to hold.

Apart from btc/eth/bnb, I advise everyone to be cautious when purchasing any other cryptocurrencies' DAT.

#davidnamdar
#BNC
#CEAIndustries
#DAT

🚀 The Rise of Digital Asset Treasury (DAT) Investments

Over $15B has been raised through DAT strategies this year (Jan–Aug), surpassing traditional VC funding.

Instead of only backing startups, institutions are stacking crypto treasuries & BTC$BTC, making them the new backbone of capital flow.

🔃 This shift could redefine how projects grow, scale, and sustain in the next market cycle.

#MacroInsights #DAT

Crypto Executives: Tokenizing #DAT Stocks Will Increase Investor Risk
Multiple crypto executives have warned that the tokenized stocks issued by Digital Asset Treasury (DAT) face liquidity gap risks, with a total value exceeding $1.3 billion. 24/7 trading on the blockchain market and the time difference with traditional stock markets could lead to lightning squeezes, compounded by smart contract vulnerabilities and the complexity of corporate equity, amplifying investor risks. The SEC is exploring blockchain stock trading, while Nasdaq and others are pushing for around-the-clock trading to keep pace with the crypto market rhythm.