VC U-turn Signals Renewed Interest in Solana DATs - Expert Analysis | Cryptochase AI
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VC U-turn Signals Renewed Interest in Solana DATs

I see another Solana DAT backed by a major VC, a trading firm and an asset manager. It’s notable because that same VC passed on my deal, saying they didn’t value treasury companies.

I find the reversal telling — it highlights shifting priorities and inconsistent deal selection in the industry. This development boosts visibility for Solana DATs but doesn’t by itself validate every such project.

Analysis

This move suggests changing sentiment toward treasury-centric DA(T) models and lends credibility to Solana DAT initiatives, but it also reveals inconsistent investment criteria and potential herd behavior rather than fundamental validation.

Recommendation

Monitor the project details and backers, perform due diligence on treasury governance and tokenomics, and treat this as an industry signal rather than an immediate buy trigger.

Disclaimer

The Analysis and recommendations provided are for informational purposes only. Any investment decisions should be made at your own risk. Past performance is not indicative of future results. Always conduct your own research and consider consulting with a financial advisor before making any investment decisions.

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