Bitcoin at $61033.18 after -50% slide from $118K peak as Charles Edwards warns DATs and quantum risks remain unaddressed since October 2025.

Bitcoin DATs surge amid bounce mirroring 2021 and 2023 rallies, with current price at $78,746.14 testing upper resistance in bullish trend.

According to Ki Young Ju, Bitcoin (BTC) is currently facing significant selling pressure that prevents it from being 'pumpable.' He highlights that while $10 billion in cash could potentially generate $26 billion in BTC book value in 2024, heavy sell-offs negate the multiplier effect. Additionally, he notes that in 2025, despite $308 billion inflows, the market cap declined by $98 billion, emphasizing that tools like MSTR and DATs are ineffective until BTC regains its pumpability.

According to @GreeksLive, a session announced on Jan 16, 2026 will cover five trading-focused topics: a 2025 yearly lookback, what’s going on in IBIT, a DATS + MSTR trade, the crypto market structure bill, and a 2026 outlook (source: @GreeksLive). According to @GreeksLive, the agenda highlights IBIT, DATS, and MSTR as key tickers and flags policy developments as a discussion item, making it relevant for crypto and crypto-exposed equities traders once insights are published (source: @GreeksLive).

According to @GreeksLive, a live stream on January 16 at 11:00 AM EST / 16:00 UTC will cover a 2025 yearly lookback, potential alpha in IBIT, the impact of DATs and MicroStrategy (MSTR) on volatility, whether regulation is a tailwind for BTC, and a 2026 outlook, with Greeks Live hosting the session (source: @GreeksLive on X, Jan 15, 2026).

According to @julian2kwan, he is heading to Abu Dhabi Finance Week and Bitcoin For Corporations, noting a packed agenda of 10 conferences in 3 days that concentrates industry attention on BTC-related discussions, which is relevant for event-driven traders tracking Bitcoin market narratives and liquidity windows, source: @julian2kwan. He states his focus is on bringing BTC real yields to market and highlights DATs alongside engagement with BTC miners, BTC funds, and BTC investors, pointing to resources at ixs.finance/btc-real-yield and mena.b.tc for further details, source: @julian2kwan.

According to @HenriArslanian, a new interview with @namdar, CEO of @BNBNetworkCo, explores the unique role of DATs versus ETFs, with the full episode available on YouTube bit.ly/4ovf4E7, Spotify bit.ly/4q2QnAf, and Apple bit.ly/4rEysBt, powered by Phoenix Group UAE, source: Henri Arslanian on X Dec 2 2025. For traders, the interview is positioned to inform assessments of how DAT structures could be compared with ETFs in areas such as liquidity access, trading hours, and fee considerations, source: Henri Arslanian on X Dec 2 2025. No product launch details, pricing, or performance metrics were disclosed in the post itself, so any trading decisions should be based on the full interview content, source: Henri Arslanian on X Dec 2 2025.

According to @camillionaire_m, DATs should be built as institutional capital markets vehicles with disciplined compliance, yield, transparency, and governance, not as vanity public companies for unwanted tokens. According to @camillionaire_m, the core mandate is per-share treasury growth plus access to crypto markets supported by a profitable operating business so the mNAV can remain slightly above 1 over time. According to @camillionaire_m, DATs are the second proper public-markets crypto product after ETFs, so traders should prioritize DATs with sustainable yield and clear treasury accretion when assessing mNAV premiums and potential liquidity.

According to Binance Research, crypto markets remain liquidity-driven, with liquidity funnels across stablecoins, ETFs, and DATs slowing in recent weeks (source: Binance Research on X, Nov 28, 2025). According to Binance Research, markets found relief as December rate-cut odds climbed to around 85 percent, highlighting digital assets’ sensitivity to macro liquidity expectations (source: Binance Research on X, Nov 28, 2025).

According to @GracyBitget, DATs currently benefit project teams more than investors, and most long‑tail DATs amount to unfavorable token swaps for holders, source: @GracyBitget (X post, Nov 12, 2025). She adds that the post–Oct 11 selloff left a structural, not temporary, squeeze on altcoins, implying persistent pressure on illiquid names, source: @GracyBitget (X post, Nov 12, 2025). She states market pricing power has shifted to Wall Street, meaning macro flows and institutional positioning now drive crypto price discovery, source: @GracyBitget (X post, Nov 12, 2025). She highlights December as a key macro window where policies such as a government shutdown stop and interest rate cuts will set the tone; if liquidity eases, both crypto and U.S. equities could see tailwinds, source: @GracyBitget (X post, Nov 12, 2025). She notes many investors are tracking both markets on Bitget, source: @GracyBitget (X post, Nov 12, 2025).

According to @camillionaire_m, the DAT category is only about six months old and ranges from institutional vehicles designed to unlock sovereign, pension, and endowment capital to extensions of crypto speculation games, making broad generalizations unhelpful for trading decisions, source: @camillionaire_m on X, Nov 11, 2025. According to @camillionaire_m, key differentiators traders must scrutinize include the underlying asset and macro view; the go-to-market and public structure such as reverse shell company merger or SEC-approved de-novo SPAC; the asset management plan spanning yield and compounding focus, venture bets, or infrastructure and tech building; operational efficiency including outsourced asset management fees, validator performance, and team size; the quality of structured products and debt instruments where converts, ATMs, and warrants can be predatory and dilutive or smart capital markets tools; and the professionalism of the team with real blockchain and finance operators versus CEO-for-hire setups, source: @camillionaire_m on X, Nov 11, 2025. According to @camillionaire_m, these factors create material differences across DATs in capital access, dilution risk, validator performance, and execution quality, so traders should avoid lumping all DATs together when pricing risk, source: @camillionaire_m on X, Nov 11, 2025. According to @camillionaire_m, these remarks were shared at SALT London while representing The Ether Machine, source: @camillionaire_m on X, Nov 11, 2025.