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I think the premium is quickly getting eroded with the flurry of DATs that are emerging. But agree with @gdog97_ , if there is liquidity, there is nothing wrong with putting a wrapper on to appeal to a different set of buyer. Time will tell good assets apart from bad assets.
25 juil. 2025
Il semble que le phénomène DAT soit assez divisé, je voulais partager quelques réflexions sur pourquoi nous pensions que c'était une quête valable :
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