DAT Stocks Defy Gravity - Outpacing Crypto’s Post-November Crash Recovery
While crypto markets stumble through their recovery phase, traditional DAT stocks are leaving digital assets in the dust.
The Great Divergence
DAT securities aren't just recovering - they're accelerating past pre-crash levels as Bitcoin and Ethereum continue playing catch-up. The numbers don't lie: traditional finance vehicles are demonstrating resilience that's making crypto enthusiasts question their portfolio allocations.
Institutional Confidence Returns
Major funds are rotating back into established equities while treating crypto exposure with kid gloves. The smart money recognizes that sometimes the most innovative investment is the one that doesn't require explaining blockchain to your grandmother.
Reality Check for Digital Dreams
As DAT stocks post consistent gains, the crypto space remains trapped in speculative cycles - proving that sometimes the revolution gets postponed for quarterly earnings. Maybe decentralization can wait until after the dividends clear.
BitMine leads with nearly 20% jump
BitMine Immersion Technologies (BMNR) led the session with an almost 20% surge, according to Google Finance. The stock moved from just under $27 to above $31 by the end of trading and continued holding that level in after-hours trading as Ether (ETH) strengthened.
The rally marks a strong turnaround for BitMine, which had been sliding steadily since the crypto peak in early October, dropping about 50% during the broader market sell-off. Still, BitMine remains one of this year’s most explosive performers—up roughly 630% since beginning its Ether accumulation strategy in late June.
SharpLink and Strategy join the upswing
SharpLink Gaming (SBET), the second-largest Ether DAT, ROSE nearly 6% on Monday as its share price reclaimed the $10 level.
Michael Saylor’s Strategy (MSTR), another major Digital Asset Treasury (DAT) stock, added 5% to close at $179.
Macro investor Ted Pillows commented on the move, saying: “Ethereum treasury companies are showing no signs of a bottom. A reversal in these stocks will start a major reversal in ETH.”
While the total crypto market cap rose only about 2.1% in the past 24 hours, Digital Asset Treasuries (DATs) clearly outpaced the broader market, signalling renewed confidence in companies with long-term blockchain exposure.
BitMine now holds 3% of all Ether supply
BitMine continued accumulating through the downturn, even as retail investors sold during November’s panic. The company has now crossed a major threshold: it holds 3% of the total Ether (ETH) supply.
Chairman Tom Lee described the milestone as: “two-thirds on the way to the ‘Alchemy of 5%’.”
Figures from StrategicEthReserve show BitMine holding 3.63 million ETH, valued at around $10.6 billion. During last week’s dip alone, the company added 69,822 ETH, reinforcing its aggressive accumulation strategy.
Institutional ownership skyrockets
Institutional ownership has also surged sharply. According to data cited by “BMNR Bullz” using Nasdaq figures, institutional ownership in BitMine jumped from 6% to 31.7% in just 13 days.
A shift like this often means major investors are getting in, since they tend to buy aggressively when the market has pulled back.
Ether (ETH) begins recovering from November crash
Ether (ETH) posted a modest recovery, gaining around 3% in the past 24 hours and briefly hitting $2,980 before easing slightly. The asset is still down about 41% from its August all-time high of $4,946, showing the lingering impact of the November crash.
Commenting on the recent weakness, Tom Lee said: “The continued decline in crypto prices in the past week reflects the impaired liquidity since October 10th, as well as price technicals, which remain weak.”
The November sell-off drained liquidity across exchanges and forced out many Leveraged traders, leaving price action choppy even as recovery attempts continue.
DATs outperform as market stabilizes
What stood out in Monday’s session is how decisively Digital Asset Treasury (DAT) stocks outperformed the broader crypto rebound. Their willingness to accumulate, rather than panic sell, appears to have positioned them well for the early stages of recovery.
With BitMine edging closer to its “Alchemy of 5%” target and institutional investors piling in, DATs are emerging as some of the strongest players in the post-crash landscape. If Ether manages to hold steady or MOVE higher, these treasury stocks are likely to stay important indicators of where market sentiment is headed.
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