vi behöver inte 10+ DATs för varje mynt Marknaden kommer att bestämma vilka ledningsgrupper de gillar nästa steg i detta är att några av dem börjar handlas under mNAV och du får konsolidering
Raoul Pal
Raoul Pal20 aug. 06:46
I think the entire DAT thing is going to come down to who has a bear market strategy to mitigate severe discount to mNAV and who doesn't. Those that don't will have forced liquidations. Those that have the right bear market strategy that allow for future compounding of NAV will survive and then thrive and should experience higher valuations.
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