【Blockchain Rhythm】A co-founder and CEO of a leading research institution recently proposed a thought-provoking judgment: next year, the days may not be so easy for crypto treasury (DAT) companies. Specifically, many large DAT stocks are facing significant adjustment pressures—what’s the problem? It’s that these companies find it difficult to maintain a premium above their actual crypto holdings.
This has the biggest impact on altcoin funds. Why? Because they rely on premiums to survive; once the bubble deflates, they lose competitiveness. But what’s truly concerning is that even top-tier tokens like Ethereum, Solana, and XRP seem to be at risk—risk is approaching steadily.
In other words, this could be a reshuffling period for the DAT track.
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BearHugger
· 2025-12-31 21:20
The premium has collapsed, and this wave has directly cooled down the altcoin funds... By the way, can't even the top-tier coin DAT withstand it? I need to quickly check my holdings.
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CryptoFortuneTeller
· 2025-12-31 09:50
The moment the premium crashes, the altcoin funds are really going to suffer
Can even the top coins hold up? How fierce will this reshuffle be
DAT, essentially, is a gamble on the premium... Now the risks are knocking on the door
Another wave of淘沙, not sure how many people will have to cut losses
Ethereum and Solana can't escape either, indicating that this wave has truly arrived
The good days for DAT are over
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BlockchainGriller
· 2025-12-31 01:00
The premium is gone, how can DAT survive? Feels like a big reshuffle is coming next year.
Can't even hold up the DAT of leading coins? Then smaller coins have even less hope.
The bubble is about to burst, we retail investors need to be careful.
Relying on premiums to make a living, once it hits zero, bankruptcy is inevitable.
Even Ethereum-like projects carry risks, it's quite frightening.
Is the DAT track finished? Or is there still a chance? Let's see who can survive until the end.
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LazyDevMiner
· 2025-12-30 06:05
The premium has collapsed, and meme coin funds are basically living off hype.
The DAT of leading coins can't hold up either. Things are getting interesting now.
Do you really think it can stay above actual holdings forever? The reshuffling period is here, brothers.
In the DAT track, the rankings will need to be reshuffled by 2026.
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LightningHarvester
· 2025-12-29 01:01
Coming again? When the premium collapses, this is what happens. Altcoin funds have always been fragile; frankly, they are just waiting to be wiped out.
Even the top coins can't hold up? Now that's interesting. It seems 2026 will require careful market support.
No one can escape the reshuffling period. Let's wait and see who will be the cannon fodder.
DAT, this thing, once the bubble is punctured, it deflates immediately. I've felt something was off for a long time.
That's why I only hold mainstream coins; the others are just illusory stories.
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BlockchainBouncer
· 2025-12-29 00:54
The premium can't hold up anymore... Altcoin funds were already fragile, and now they're about to collapse? Even ETH and SOL can't hold on, the DAT track is indeed going to cool off.
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AirdropF5Bro
· 2025-12-29 00:40
Premiums can collapse suddenly; meme coin funds should indeed be worried.
The DAT track will eventually undergo a shakeout; it's just a matter of time.
If even ETH and SOL can't withstand it, then truly no one can escape.
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NotSatoshi
· 2025-12-29 00:36
The premium bubble bursts with a single poke; this wave of altcoin funds truly can't hold up.
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DecentralizeMe
· 2025-12-29 00:34
The premium collapsing means it's over; this wave of altcoin funds is about to crash hard.
2026 DAT Dilemma: Altcoin Funds Hit First, Leading Coins Also Cannot Escape Risks?
【Blockchain Rhythm】A co-founder and CEO of a leading research institution recently proposed a thought-provoking judgment: next year, the days may not be so easy for crypto treasury (DAT) companies. Specifically, many large DAT stocks are facing significant adjustment pressures—what’s the problem? It’s that these companies find it difficult to maintain a premium above their actual crypto holdings.
This has the biggest impact on altcoin funds. Why? Because they rely on premiums to survive; once the bubble deflates, they lose competitiveness. But what’s truly concerning is that even top-tier tokens like Ethereum, Solana, and XRP seem to be at risk—risk is approaching steadily.
In other words, this could be a reshuffling period for the DAT track.