Search


	Podcast:		Drowning Verdict
	Episode:		The DAT Bubble Has Burst
	Category:		Society & Culture
	Duration:		00:23:02
	Publish Date:		2025-10-22 00:02:40
	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.
	Total Play:		0

Some more Podcasts by Chip Mahoney & Big Pond

100+ Episodes

The Chip Mah ..