<![CDATA[DAT Sector Faces Market Recalibration]]>9812d6f0-42fa-4a22-8f6e-2320cda45e95-image.png

On-chain data shows that mNAV ratios for most DATs are converging toward 1.0, reflecting a collapse in market premiums. Firms that merely hold crypto risk trading at discounts, while those “doing hard things” may continue to earn investor confidence.

Hougan concluded: “Good companies get rewarded for doing hard things well. Bad companies taking the easy route get punished.” The DAT market now rewards operational edge over passive accumulation.

]]>https://undeads.com/forum/topic/7670/dat-sector-faces-market-recalibrationRSS for NodeSun, 05 Apr 2026 21:20:22 GMTThu, 06 Nov 2025 08:34:43 GMT60<![CDATA[Reply to DAT Sector Faces Market Recalibration on Fri, 07 Nov 2025 03:32:43 GMT]]>great✅✅✅✅

]]>https://undeads.com/forum/post/19879https://undeads.com/forum/post/19879Fri, 07 Nov 2025 03:32:43 GMT<![CDATA[Reply to DAT Sector Faces Market Recalibration on Thu, 06 Nov 2025 12:58:27 GMT]]>This correction could separate real utility from short-term hype. 📉

]]>https://undeads.com/forum/post/19772https://undeads.com/forum/post/19772Thu, 06 Nov 2025 12:58:27 GMT<![CDATA[Reply to DAT Sector Faces Market Recalibration on Thu, 06 Nov 2025 12:52:29 GMT]]>Recalibration was overdue — too many projects running without fundamentals. ⚙️

]]>https://undeads.com/forum/post/19755https://undeads.com/forum/post/19755Thu, 06 Nov 2025 12:52:29 GMT