Selective Breeding narxiBREED

Good to see a new breed of informed creators popping up outside the Kaito chamber. Some old members from my YT and CT communities are cooking narratives with data the right way. The next gen of Indian creators looks sorted - 10x better than before. study @NaveenCypto

A new breed of public companies is on the rise: Digital Asset Treasury Companies (DATCOs). They don’t just hold crypto; they’re designed to accumulate it. These firms raise capital, buy digital assets, and use tools like ATMs and PIPEs to scale their holdings, creating a powerful loop of equity growth and treasury expansion.

Crypto Update: Cracks Showing as Treasuries Weaken and Major ETF Outflows • Galaxy Digital calls the market “structurally fragile” as treasury-backed crypto firms grow in size and risk • Breed VC sees a “death spiral” risk as more firms follow Saylor-style $BTC plays • $800M+ in ETF outflows reported yesterday, a significant move. Historically, large ETF flows often mark local tops or bottoms • Trump could move markets this weekend. Alts still lack direction Research dine by @LuckyXBT__

data like this lacks a lot of crucial nuance. a breed being overrepresented in bite stats doesn’t mean every dog of that breed is dangerous. it usually reflects broader factors like ownership trends, training quality, and how certain dogs are treated or raised. “pit bull types”