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The real issue isn't about DATs themselves.
What's actually problematic? DATs piling into ETH right now.
Think about it—anyone still holding ETH this deep into the cycle has watched it lag for years. These holders? They're sellers the moment they see green.
This feeds into my broader thesis: ETH's underperformance is exactly why we haven't seen a proper alt season materialize. When your second-largest asset can't hold momentum, it drags down the entire ecosystem. The rotation just... stalls.
Weak hands in ETH = no fuel for alts. Simple as that.