📊 DAT companies are rapidly rising & $MCGA re-rating points Digital Asset Treasury (DAT) companies are quickly expanding in the market. As of August 2025, the market cap is $114 billion, having grown 68% in just six months. The value of DAT companies is assessed using the mNAV (Enterprise Value ÷ Token NAV) multiple. - 📈 Bull market for tokens: 1.5 to 3 times premium / 📉 Bear market: forming a bottom near 1 time - ETH·SOL based DAT (BitMine, SharpLink, Upexi, DFDV) → During the rally in June and July, trading at 1.5 to 3 times, after the adjustment in September, trading at 0.9 to 1.1 times - $MCGA (Yorkville Acquisition) → Set to merge with Trump Media, holding 6.3 billion CRO ($1.5 billion) Current stock price $10.73 = 0.82 times net asset value, upon re-rating: 1.0 times = $14.45 1.5 times = $21.67 2.0 times = $28.90 ✏️ There is a market rule for DAT companies that states, "They do not go below their held assets." $MCGA is currently in a discount range, and there is a major...
- A historic day for $CRO. Trump Media Group CRO Strategy announced a $6.42b U.S. Dollar treasury play. See the press release for more info on the proposed Business Combination and important info about $YORK, $YORKW and $YORKU. Here’s what you need to know: - A definitive agreement for a business combination with Nasdaq-listed $YORK to establish Trump Media Group CRO Strategy was signed today - at completion, it will trade as $MCGA — Make CRO Great Again - at completion, Trump Media Group CRO Strategy will be the WORLD’S LARGEST HOLDER of $CRO, with 6,313,000,212 CRO - This ~6.3 billion CRO tokens is worth approximately $1b as of the time of the announcement - separately, Trump Technology Media Group ($DJT) acquired $105m of $CRO and acquired $50m of $DJT - This brings the total $CRO under the Trump Media Group umbrella to ~7 billion tokens. - $CRO will become the PLATFORM TOKEN of Truth Social as a part of this broad, strategic partnership - at completion, Trump Media Group CRO...
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