The consensus is... "These DAT companies will end in tears sooner than you think and all these assets will be sold during the unwind" What if it all works out? Seems like nobody is prepared for the scenario where a lot of crypto supply is vacuumed up by tcos and don't hit the market again. Long tail over-leveraged shit tcos will be forced to unwind. I don't necessarily think the same is true for the largest holders such as saylor, tom lee, sbet, etc