$1,000 follows their calls into $949
- Win rate
- 45%
- Streak
- —
- Best call
- No call read in the last 30 days
$1,000 follows their calls into $949
playrisk@playriskBNC brief thoughts My main takeaway from $USDE is that the most money in these DATs can be made on the mNAV expansion. Once the discount started closing, the trade became much easier. That’s where I think we are with $BNC: mNAV has broadly been moving higher week after week BNB
playrisk@playrisk$BNC thesis Positioned in $BNC on tradfi over the last week to express bullish view on $BNB Generally think we are at a turning point in the market where there's a lot of upside. With UST yields making higher highs and CL continuing to push above $100 the market is pushing


playrisk@playriskI like ethereum:0x56072c95faa701256059aa122697b133aded9279 here because the apparent squeeze in SDEV could finance a substantial spot bid that takes weeks to deploy R01 and Framework hold approximately 87.6% of disclosed common shares, leaving roughly 6.4M outside those blocks,


playrisk@playriskSDEV Session $ Notional Sep 29 $556.6M Sep 30 $76.5M Oct 1 (partial) ≈$332.9M (estimate) 3-session avg ≈$322.0M 5-session avg ≈$201.9M

playrisk@playrisk$ENA is looking interesting here: - fee switch coming - contract lows - USDe supply remaining above $4B while team markets to Tradfi > BlackRock partnership USDe integrated into Aladdin platform (managing >$20-25T AUM) etc > Coinbase Ventures investment > Janus Henderson’s ENA

playrisk@playriskSpecific altcoin DATs offer great opportunities
playrisk@playriskBuying hyperliquid:native here is like buying Micron at 2x P/E Pivot and take the pill

playrisk@playriskAs for $HYPE specifically it’s pretty clear the driver is the DAT and mercenary front running flow And tbh can’t blame them it’s working atm It’s rerating the entire space Pls hyperstrat don’t stop! (they will) Don’t drink too much koolaid
playrisk@playriskDon’t think the market is understanding what is happening here - $SDEV is being short squeeze with an active ATM facility - last filling showed $85m ATM remaining - I estimate the ATM to be exhausted and a larger one being filed - accounting for ATM dilution mNAV is 9x down

playrisk@playrisk75% of the $SKY token supply is staked That doesn’t leave a lot of tokens for the DAT to buy from…
