ATH (ATH)

<Bearish? Does DAT even have any use?> After BMNR and MSTR both fell below mNAV 1 Basically, whenever people talk about DAT, they say “The DAT scam is over” From a native crypto perspective, DAT doesn’t make sense: it’s basically letting someone else buy coins with your money, and several coins already have ETFs. Buying DAT now is basically paying for @fundstrat and @saylor’s personal brands – donating money to these traditional‑finance loudspeakers But is it really completely useless? Maybe not 1. Use staking yield to boost DAT performance Many DAT projects have considered or are already doing this. Primarily by staking the held tokens, such as Solana’s DAT; there are also discussions about generating revenue through lending protocols, like some ETH‑based ones. On average the interest rates are in the 3‑6% range The game‑theoretic potential is greatest with $ATH’s $AGPU (formerly called POAI). ATH claims to run an enterprise‑grade compute pool, renting AI compute for $166M per year, equivalent to a $33M annual treasury revenue. If this is true (depending on disclosures from a listed compliant company?) and there’s a way to allocate even a portion of the staking yield, a shell with a market cap of only $20M and mNAV of 0.3 (yes, even at the current $ATH price) would have huge price‑recovery upside Why not simply use that money to buy back $ATH? Put yourself in the project team’s shoes: after the token listing has exhausted any further liquidity expansion, how do you maximize the cash‑out of your holdings? $ATH never promised that revenue would be shared with token holders. Buying back the token only helps retail investors unwind, with no real benefit. If you could maximize cash‑out on the spot market, there would be no point in creating DAT in the first place (aka letting traditional finance take over) But channeling that revenue to DAT is different. DAT already represents the interests of large $ATH holders; shifting revenue to DAT easily opens buying pressure on US equities, without the unlock constraints that $ATH faces, and the mNAV recovery can signal stabilization for $ATH, reducing the pressure from a double‑kill scenario I believe the ATH situation is just the beginning; later more DAT‑backed projects will have direct investments/ecosystem earnings funneled to DAT instead of the token 2. Arbitrage trades While most of the time quantitative capital quashes market directionality, making it more chaotic, this liquidity still counts as liquidity DAT itself is like wrapped ETH or stablecoins – as long as it’s “wrapped”, there will be a price gap with the underlying asset, and that gap can be arbitraged. Returning to the ATH example, with mNAV at 0.3, in theory you can do a currency‑type trade 1. Go long AGPU 2. Short the equivalent $ATH Whether AGPU rises and pushes mNAV up, or ATH keeps crashing, you don’t lose Or there are cross‑exchange, on‑chain/off‑chain arbitrage scenarios Assuming AGPU’s mNAV should long‑term settle in the 0.8‑1.2x range (MSTR is 0.94‑1.12), then: 1. US‑stock side: buy $AGPU assuming $50,000, equivalent to 403 ATH exposure 2. Crypto side: short $ATH 10x Rebalance according to NAV conditions (e.g., ATH crash) aiming for mNAV back to 0.6 Of course, the above arbitrage is only theoretical, because obvious issues arise: 1. It involves the T+1 settlement of traditional US stocks 2. The ticket itself has very poor liquidity Moreover, this is just an ATH case; many DAT projects work the opposite way (e.g., SOL’s FWDI), shorting US stocks with multiple tokens, making it hard to borrow positions to short But this asymmetric liquidity arbitrage opportunity looks like something that could be solved by massive shout‑orders, using the so‑called “lawless zone” on‑chain with synthetic positions? (You know what the H‑letter ad I’m shouting here is) It’s… damn obvious That’s the purpose of DAT: to give the crypto community more game theory, letting the community stir traditional liquidity in its own way, rather than just being a RWA meat‑plug for traditional markets

Top 3 coins with potential 👀 🥇 $ATH (@aethircloud) 👉 https://t.co/HZAgqRt817 12 upcoming events 7 potential catalysts 🥈 $FUN (@funtoken_io) 👉 https://t.co/l59XJp468Z 6 upcoming events 5 potential catalysts 🥉 $CLORE (@clore_ai) 👉 https://t.co/836VVW5U09 5 upcoming events 5 potential catalysts More highlights 👉 https://t.co/LhZzIYHgE0

Top 3 coins with potential 👀 🥇 $ATH (@aethircloud) 👉 https://t.co/HZAgqRt817 12 upcoming events 5 potential catalysts 🥈 $FUN (@funtoken_io) 👉 https://t.co/l59XJp468Z 6 upcoming events 5 potential catalysts 🥉 $CLORE (@clore_ai) 👉 https://t.co/836VVW5U09 5 upcoming events 5 potential catalysts More highlights 👉 https://t.co/LhZzIYHgE0

Top 3 coins with potential 👀 🥇 $ATH (@aethircloud) 👉 https://t.co/HZAgqRtFQF 12 upcoming events 5 potential catalysts 🥈 $FUN (@funtoken_io) 👉 https://t.co/l59XJp4DYx 6 upcoming events 5 potential catalysts 🥉 $CLORE (@clore_ai) 👉 https://t.co/836VVW6rPH 5 upcoming events 5 potential catalysts More highlights 👉 https://t.co/LhZzIYHOty

NEW $ATH UNLOCK FLOS Over the last hour, the vesting wallet has distributed $500K worth of $ATH across multiple wallets These recipient wallets have already started sending tokens to exchanges for potential selling Similar outflows may continue Vesting wallet: 0xA02ba54a0F9840BD286dDF1b4A9c5dE08d8D8bBE

$ATH update: I'm going to start off with I don't know shit about this coin besides its supply... and its a GPU Cloud AI narrative coin. However I do like the chart. VERY HIGH RISK. I do believe there is unlock on the 13th of this month. About 478 million that's roughly 3.2% added to the circulating supply. That would be more than $CSPR. I'm hoping I can get a 15% pump before that so they sell into it. I'm new to this chart and I've been studying it for a full day now. It appears to have pumps every five months, so sometime in January or February this should go big, anywhere from 40% to over 200%. The runs are usually a few weeks long. The weekly chart is very tricky. If you're a believer in this tech, it's a great time to DCA, but the weekly shows a double bottom that's not oversold, and there's not enough history to confirm a double bottom is the true bottom. The daily chart suggests a move is coming, it's pretty oversold. There are 3 moves coming, likely not the 200% one, but a 40% move is very possible. There's also a 15% move coming. I don't know how far this will drop, though. My macro target destroys my entry point at 0.007, that's a 40% drop. If it's going to happen, it'll be sooner rather than later. Maybe the unlock gets it there... Is there a final flush coming for the market soon, or just a month-long slow bleed down due to unlocks? Not sure. Note: this coin has never been oversold or overbought so that's the levels I'm charting for now. I have nothing else to go by. This is a noise coin for the AI narrative in the next cycle. I believe AI coins will have a crazy run and deliver their biggest hype cycle yet. I'm trying to position myself for that. This could be a coin I have my eye on after this trade. Not sure.

$ATH update: I'm going to start off with I don't know shit about this coin besides its supply... and its a GPU Cloud AI narrative coin. However I do like the chart. VERY HIGH RISK. I do believe there is on the 13th of this month. About 478 million that's roughly 3.2% added to the circulating supply. That would be more than $CSPR. I'm hoping I can get a 15% pump before that so they sell into it. I'm new to this chart and I've been studying it for a full day now. It appears to have pumps every five months, so sometime in January or February this should go big, anywhere from 40% to over 200%. The runs are usually a few weeks long. The weekly chart is very tricky. If you're a believer in this tech, it's a great time to DCA, but the weekly shows a double bottom that's not oversold, and there's not enough history to confirm a double bottom is the true bottom. The daily chart suggests a move is coming, it's pretty oversold. There are 3 moves coming, likely not the 200% one, but a 40% move is very possible. There's also a 15% move coming. I don't know how far this will drop, though. My macro target destroys my entry point at 0.007, that's a 40% drop. If it's going to happen, it'll be sooner rather than later. Maybe the unlock gets it there... Is there a final flush coming for the market soon, or just a month-long slow bleed down due to unlocks? Not sure. This is a noise coin for the AI narrative in the next cycle. I believe AI coins will have a crazy run and deliver their biggest hype cycle yet. I'm trying to position myself for that. This could be a coin I have my eye on after this trade. Not sure.

$ATH update: I canceled my $SUI trade and found a far better opportunity for a swing. This coin looks like it's about to set up its right shoulder, and it's a nice gain move, just halfway up that shoulder, close to an 80% move up. It's currently sitting at all-time lows on the ranges. That's where I want to be. On all its moves, it has been this oversold on the daily and it's a straight ride up to overbought. first target is 0.015 that's a 15% move up and the macro target is 0.023. Slight bullish divergence on the weekly.

Waiting for slight pullback on $ATH Will start building position around 0.01356 https://t.co/N35AIFN4Ac