Weekly Roundup 10/31/25 (DATs selling coins, prediction market problems, Bessent's pesos) (EP.681)
On The Brink with Castle Island
00:00
The Fate of DATs: Ethzilla and NAV Dynamics
Discussion of DATs selling assets, Ethzilla's ETH sale to buy back shares, and the resulting NAV and discount pressures across products.
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Transcript
