Front Run The Week — Free Signals
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In this episode, I dissect the implosion of the Digital Asset Treasury (DAT) narrative — the rush by public companies, funds, and pseudo-institutions to stack crypto assets as balance-sheet exposure… without understanding the liquidity, volatility, or narrative risk behind it.
I connect this to Tom Lee’s previous bullish statements on ETH ($5K → $10K thesis) and how, ironically, the same institutions chasing yield on-chain may now be retreating just as the real cycle begins. The bubble wasn’t in the assets — it was in the misunderstanding of what ownership actually means.
Want to go deeper?
Start here: Own The Economy — my framework for tracking the Digital Dollar shift, early Signals, and the infrastructure institutions are quietly building.
🔶https://tokentrust.substack.com/p/start-here-own-the-economy
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The Chip Mahoney Show delivers financial intelligence for the Digital Dollar era — helping investors and advisors stay early, not reactive.
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