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[@RiskOnBobby](/creator/twitter/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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::56478062.png) [@RiskOnBobby](/creator/x/RiskOnBobby) on [X](/post/tweet/1947749956808266008) 2025-07-22 20:05:51 UTC 1019 followers, 11.4K engagements


"$GAME $XXXX offering. you know the drill. dilution (sucks) - more eth - mNAV decreases - repeat Jerry Jones Tom Lee"  
![@RiskOnBobby Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::56478062.png) [@RiskOnBobby](/creator/x/RiskOnBobby) on [X](/post/tweet/1945845864640999564) 2025-07-17 13:59:40 UTC 1019 followers, 4773 engagements


"@Charles_BTCS @NasdaqBTCS $BTCS = the OG eth DAT"  
![@RiskOnBobby Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::56478062.png) [@RiskOnBobby](/creator/x/RiskOnBobby) on [X](/post/tweet/1946169392158417291) 2025-07-18 11:25:15 UTC 1006 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::56478062.png) [@RiskOnBobby](/creator/x/RiskOnBobby) on [X](/post/tweet/1945974291264065888) 2025-07-17 22:30:00 UTC 1019 followers, 19.2K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::56478062.png) [@RiskOnBobby](/creator/x/RiskOnBobby) on [X](/post/tweet/1946308838971556215) 2025-07-18 20:39:22 UTC 1019 followers, 30.3K engagements


"@RHouseResearch maybe he meant a little baby coreweave"  
![@RiskOnBobby Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::56478062.png) [@RiskOnBobby](/creator/x/RiskOnBobby) on [X](/post/tweet/1945293943945548068) 2025-07-16 01:26:32 UTC XXX followers, XXX engagements


"$BTBT Direct Offering - translation: investors want more eth. So much so that B Riley direct-brokered a sized priced offering. Sam won't even need to do a roadshow"  
![@RiskOnBobby Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::56478062.png) [@RiskOnBobby](/creator/x/RiskOnBobby) on [X](/post/tweet/1944876484927348899) 2025-07-14 21:47:42 UTC XXX followers, 22K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::56478062.png) [@RiskOnBobby](/creator/x/RiskOnBobby) on [X](/post/tweet/1947841989753385164) 2025-07-23 02:11:34 UTC 1006 followers, XXX engagements


"$SBET two questions: 1) has anyone ever seen a company file an ATM greater than its current market cap 2) if so did the stock trade up immediately afterwards Why so thirsty for Vitalik DATs"  
![@RiskOnBobby Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::56478062.png) [@RiskOnBobby](/creator/x/RiskOnBobby) on [X](/post/tweet/1946163336577450104) 2025-07-18 11:01:12 UTC XXX followers, 1852 engagements


"@jnweisbord @SamirTabar Its not hard to come up with outsized valuation targets for WYFI given that neoclouds trade at 15-20x ARR"  
![@RiskOnBobby Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::56478062.png) [@RiskOnBobby](/creator/x/RiskOnBobby) on [X](/post/tweet/1946003430117408870) 2025-07-18 00:25:47 UTC XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::56478062.png) [@RiskOnBobby](/creator/x/RiskOnBobby) on [X](/post/tweet/1948165792874500212) 2025-07-23 23:38:14 UTC 1019 followers, 35.3K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::56478062.png) [@RiskOnBobby](/creator/x/RiskOnBobby) on [X](/post/tweet/1947390465155756180) 2025-07-21 20:17:22 UTC 1006 followers, 8371 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::56478062.png) [@RiskOnBobby](/creator/x/RiskOnBobby) on [X](/post/tweet/1945878384552149245) 2025-07-17 16:08:54 UTC 1019 followers, 2901 engagements


"@fundstrat @nvidia @fs_insight @FundstratCap ai : $ETH :: $WYFI : $BTBT"  
![@RiskOnBobby Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::56478062.png) [@RiskOnBobby](/creator/x/RiskOnBobby) on [X](/post/tweet/1948169708437733551) 2025-07-23 23:53:48 UTC 1019 followers, XXX engagements