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@RiskOnBobby "$BMNR $BTBT $BTCS $DYNX $GAME $SBET Choppy day for ETH DATs on lower than average volumes as SPX hits ATH. $BMNR bags $182M ATM investment from @ARKfunds further validating the DAT model as a vehicle for ETH exposure. $SBET snags 79949 ETH since last week with $97M & $5B ATM still to deploy. mNAV compresses to low 2's eyeing 1's. All DATs sans $GAME outpace ETH snapping the recent slump"
@RiskOnBobby on X 2025-07-22 20:05:51 UTC 1132 followers, 11.7K engagements

"gm @BitMNR casually adding 266k ETH this week compressing mNAV from 3.0x to 2.1x. Prospectus upsized to allow for another $2.5bn in equity issuance"
@RiskOnBobby on X 2025-07-24 12:42:19 UTC 1118 followers, 3960 engagements

"July XX 2025 DAT mNAV Update $BTBT $BTCS (assumes $225mm ATM deployed) $BMNR (assumes $250mm PIPE proceeds deployed) $SBET"
@RiskOnBobby on X 2025-07-10 17:04:34 UTC 1130 followers, 18.5K engagements

"@consom888 @JamesA2972 @Micro2Macr0 Risk reward is solid at these levels. You have a $XX put that can be redeemed for cash so thats the theoretical floor"
@RiskOnBobby on X 2025-07-27 13:12:11 UTC 1129 followers, XXX engagements

"ETH DAT scorecard updated w/ $SBET monster $5bn ATM. They ain't playing. $BMNR $BTBT $BTCS $GAME $SBET *assumes all future issuances/buys are done at today's closing prices"
@RiskOnBobby on X 2025-07-17 22:30:00 UTC 1130 followers, 19.3K engagements

"$BMNR $BTBT $BTCS $GAME $SBET ETH DATs ripped pre-market as crypto bills passed & ETH hit fresh cycle highs. $SBET's $5B ATM and @SamirTabar's ETH grocery list meme had bulls chomping at the bit. Then the risk-off bloodbath hit. Momo profit-taking & GENIUS Act sell-the-news sparked 20-30% downward swings into the close"
@RiskOnBobby on X 2025-07-18 20:39:22 UTC 1130 followers, 30.7K engagements

"$BMNR $BTBT $BTCS $GAME $SBET Despite $ETH +4.5% only @fundstrat and @BitMNR crew close in green. $BMNR surges with additional 129k ETH since last week via ATM and @ARKInvest block trade. ATM issuance works out to 10-15% ADTV. $GAME adds $10M ETH & welcomes @rleshner to cap table via Cowboy Ape #5577 acquisition for 3.4mm prefs @ $1.50/share. Volumes mixed. $SBET and $BMNR well above 20d averages but dispersion suggests rotation out of one into other. mNAV's at the lowest levels since launch"
@RiskOnBobby on X 2025-07-24 20:27:25 UTC 1131 followers, 12.3K engagements

"Yes its pretty straightforward like all SPACs. All contributions (cash/eth) will go into $DYNX at $10/share at Close. Then it will "De-SPAC" and trade under the $ETHM ticker. Think of $10/share as the cost basis for all equity sponsors. They get shares and warrants for their contributions"
@RiskOnBobby on X 2025-07-27 12:15:56 UTC 1130 followers, XXX engagements

"$BMNR $BTBT $BTCS $GAME $SBET $SBET welcomes @joechalom to the party as Co-CEO. Joe helped launch $IBIT the fastest growing ETF in history with nearly $90bn AUM. Despite a strong week for broader indices the DAT trade continued to unwind with DAT proxies underperforming ETH in X of X sessions on light volumes which are down XX% WoW. mNAV's for $BMNR and $SBET dropped by over a point driven by a 1-2 combo of more ETH and lower share prices"
@RiskOnBobby on X 2025-07-25 22:02:03 UTC 1132 followers, 6007 engagements

"@Crypt0geniuss @ARKFunds I think they're just getting started albeit slower than others. Sponsors have deep pockets and Jerry Jones doesn't like losing. Say what you want about him but the Jones family office killed it on their natgas trade"
@RiskOnBobby on X 2025-07-23 02:11:34 UTC 1130 followers, XXX engagements

"@jnweisbord @SamirTabar Its not hard to come up with outsized valuation targets for WYFI given that neoclouds trade at 15-20x ARR"
@RiskOnBobby on X 2025-07-18 00:25:47 UTC 1115 followers, XXX engagements

"$BMNR $BTBT $BTCS $DYNX $GAME $SBET Rough day in DATland. $BTC $ETH take a breather from recent highs pulling the DATs along with. 3rd consecutive day of declining volumes despite SPX notching another ATH. $BTBT lone outperformer likely on revised $WYFI S-1 showcasing X new bookrunners pari passu participation rights for directors and officers AND potential MTL-2 contract win(s). While ya'll complain about @SamirTabar going silent (likely under comms black-out) he keeps cooking 🥩. $BMNR options dropped today if the 100vol underlying wasn't enough"
@RiskOnBobby on X 2025-07-23 23:38:14 UTC 1132 followers, 36.4K engagements

"With ETH cracking $3800 over the weekend and no signs of a CME gap close DATs looked poised to stage a comeback from Fridays rout. $GAME boosted its treasury strat to a quarter billy and $BTCS nearly doubled its ETH stack to 55788 WoW. @AK_EtherMachine fomos into the party w/ $645M of ETH he finds lying around. The Ether Machine is slated to go live via $DYNX spac in Q4. DATs lag ETH for a consecutive day as equity issuances show no signs of slowdown despite waning momentum. Investor fatigue or set up for the next rip $BMNR $BTBT $BTCS $GAME $SBET"
@RiskOnBobby on X 2025-07-21 20:17:22 UTC 1132 followers, 8478 engagements

"Check out these $BMNR "strategic advisor" warrants for X months of 'strategic advice.' $XXXX strike for X% of shares outstanding pre-PIPE. in other words intrinsic value of $18mm today. any other DAT's need a strategic advisor"
@RiskOnBobby on X 2025-07-17 16:08:54 UTC 1126 followers, 2937 engagements

"@steelers_felix @consom888 @JamesA2972 @Micro2Macr0 2.8(c) of combination agreement"
@RiskOnBobby on X 2025-07-27 14:40:24 UTC 1123 followers, XX engagements