@critsxy
BMNR and Strategy are both deep underwater right now, sitting on ~$8.4B and ~$7.5B in unrealized losses.
That’s the flip side of the DAT meta: when treasury-as-trade works, it turbocharges upside… but when macro turns, it amplifies drawdown just as fast.
https://app.artemisanalytics.com/sectors?tab=dats
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