Monday Summary
I'm optimistic about the mainstream cryptocurrency market this week, with a symbolic price rebound. With the clarification of US-China tariff negotiations, the certainty of an interest rate cut, and two to three weeks of consolidation and accumulation, market sentiment has returned.
As for DATs, I'm optimistic about the leading player, Solana. Previously, its stock price and mNAV were very low, even discounted. Some underlying assets were purchased at prices 10% higher than they are now. As long as they reach above cost, the price rebound will be as elastic as a spring coil. The logic behind DATs is still "whether you're optimistic about the underlying assets." Leverage is present, and risk is increased.
Be a rational investor and invest within your means.