dats

Apskatīju, ka lielākajai daļai altkoīnu DATs situācija nav pārāk optimistiska.

Iepriekš esmu teicis par lielākās daļas altkoīnu DATs loģiku:
Altkoīnu tirgū, kur likviditāte ir izsīkusī, projektu rīcībā esošie tokeni netiek pārdoti. Tādējādi DAT izveidošanas būtība ir iegādāties augstu kontrolējošu bezvērtīgu akciju apakšējo daļu, izspēlējot kreisās rokas pārvietošanu uz labo roku, to dēvējot par DAT rezerves izveidi. Pēc tam tiek izmantota iespēja paaugstināt bezvērtīgo akciju un kriptovalūtas cenu, lai pēc tam pārdotu. Šodien es arī atklāju, ka daudzu altkoīnu DAT finanšu pārskati būtībā ir pārtraukti publicēt, un starp tiem vissliktākā situācija ir ar Binance investīciju BSC, kur agrāk oficiālajā tīmekļa vietnē varēja atrast pozīciju datus, tagad pat vietne vairs neatveras.

📅 September 28 | United States
Digital Asset Trusts (DATs), vehicles that have become key players in the crypto ecosystem in 2025, are seeking to reinvent themselves. After an initial cycle marked by SPAC mergers and rapid expansions, managers are now outlining a more sustainable strategy: focusing on purchases backed by real cash flow. The shift is significant: it involves moving from a speculative model to one that seeks to consolidate tangible and permanent income. In other words, DATs are preparing to leave financial adolescence behind and enter corporate maturity.

📖 In their early years, DATs found in SPACs (Special Purpose Acquisition Companies) a flexible way to enter the public market and raise massive capital. That model worked well in the era of abundant liquidity, but current conditions—with high interest rates and increasing regulatory scrutiny—have forced them to rethink their path.
Now, according to CoinDesk, several DATs are opting for more cautious acquisitions, guided by cash flow. This means prioritizing companies or projects that already generate stable income, such as regulated custody platforms, blockchain infrastructure providers, or institutional tokenization services.
This new approach offers several advantages:
Lower financial risk compared to speculative mergers.Attracting institutional investors seeking sustainable returns.Greater resilience in the face of crypto market volatility.
Experts point out that the move reflects a learning curve: DATs understand that to survive regulatory scrutiny and attract long-term capital, they need to show solid fundamentals, not just ambitious projections.
One manager interviewed summed it up this way: “The era of SPACs was one of euphoria; now we're entering the era of cash flow. DATs that don't make the transition will fall by the wayside.”

Topic Opinion:
DATs aren't just seeking to survive, but to legitimize themselves as reliable investment vehicles. If they can demonstrate financial discipline and sustainability, they could become the bridge that unites traditional finance with the crypto world more solidly than ever.
💬 Do you think DATs will manage to establish themselves as stable players in the global financial ecosystem?

Leave your comment...
#DATS #cryptocurrencies #Investment #blockchain #CryptoNews $BTC

📅 8. novembris | Ņujorka, ASV
Wall Street biroju un Singapūras arbitrāžas galdu centrā top jauna stratēģija, kas maina veidu, kā cilvēki pelna naudu ar Bitcoin — neatkarīgi no tā, vai tā aug vai krītas. To sauc par “Garās DAT, Īsās Nākotnes”, un, saskaņā ar CoinDesk, tā iznāk kā moderna klasiskās “bāzes tirdzniecības” versija, taktika, kas ļauj institucionālajiem tirgotājiem izmantot cenu atšķirības starp spot un nākotnes tirgiem. Bet šoreiz ir pagrieziens: Digitālie Aktīvu Tokeni (DAT) — digitalizēti parādu instrumenti, kas ģenerē atdevi — ir jaunā sastāvdaļa, kas klusi piesaista kapitālu.

Tas ir liels naudas apjoms, taču viņu nākotne ir atkarīga no tirgus izmaiņām un izpildes riskiem. Agrīnie spēlētāji, piemēram, MicroStrategy, redzēja lielus ieguvumus, bet konkurence ir mainījusies.
Pašreizējais statuss
Nozīmīgas turējumus.
Bitcoin orientētie DAT tur vairāk nekā 1 miljons BTC, kas ir apmēram 5% no kopējā piedāvājuma.
Ethereum turējumus.
Vadošie Ethereum orientētie DAT ir apmēram 4,9 miljoni ETH, kuru vērtība ir 21,3 miljardu dolāru, veidojot vairāk nekā 4% no kopējā piedāvājuma.
Konkurences ainava: nozare pāriet uz spēlētāja pret spēlētāju (PvP) fāzi. Panākumi tagad ir atkarīgi no unikālām stratēģijām un spēcīgas izpildes, nevis tikai agrīno modeļu kopēšanas.

The good news: Most bitcoin digital-asset treasuries aren't failing - they're just untested. And according to Elliot Chun of Architect Partners, this is a moment of volatility where the real winners will emerge.
Companies specializing in bitcoin DAT have been at the center of attention for all the wrong reasons of late. A sharp pullback in the market and a precipitous 40% drop in the share price of Strategy (MSTR), the world's largest corporate holder of bitcoin, has many reassessing the fundamental soundness of the DAT model. Some even warn of an imminent "bitcoin treasury bubble."
But Chun argues the opposite.
"This is the most exciting period for BTC DATs yet," he says. "We're watching in real time which teams can communicate clearly and navigate a true macro move lower.

The industry is still so early that even the categories themselves aren't fully defined - making far too early to declare the model broken.

The Four DAT Archetypes

Chun classifies today's bitcoin DATs into four groups:

Pure Play DATs: Companies focused almost exclusively on maximizing BTC outcomes, but often BTC per share.

DAT Producers: Organizations producing bitcoin through processes such as mining.

Hybrid DATs: DATs that treat BTC as core but still run parallel non-BTC businesses.

Participating DATs: Companies that merely hold bitcoin on their balance sheet as a treasury tool.

These models are evolving in public, and failures are not only expected-they're normal for emerging corporate structures.

The Core Challenge: Sustainable Revenue

Every DAT eventually comes to the same question: How do you generate revenue or yield, whether in BTC or fiat?

Not everyone figures it out.

Chun expects that in five years:

Of pure play, producing and hybrid DATs, 50% will disappear through failure, delisting or M&A.

Will survive but will not outperform, 35%

10% will outperform major indices such as the S&P 500.

The top 5% can rival the "Magnificent Seven," delivering in excess of 700% returns between 2025 and 2034.

The real stress test isn't this recent correction; it's the next major macro downturn. That's where operational discipline and strategic clarity will separate the survivors from the targets.

Consolidation Is Coming

Just like every fast-growing sector that reaches real market pressure, consolidation is inevitable.

Teams able to marry traditional financial discipline with bitcoin-native strategy will outmaneuver teams that cannot execute or communicate their strategies effectively.

According to Chun, the strongest performers won't just survive but will also become acquisition targets from the world's largest public companies as bitcoin marches toward $1,000,000 and corporate treasuries begin to treat BTC as a long-term strategic asset and not a speculative bet. The shakeout has begun. And in the chaos, a handful of DATs may emerge as the next decade's breakout corporate giants. A symmetrical distribution indicates that ___ of the data points fall below the median, while ___ of the data points fall above the median. #Bitcoin #DATs #CryptoNews #Investing $BTC