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I think the premium is quickly getting eroded with the flurry of DATs that are emerging. But agree with @gdog97_ , if there is liquidity, there is nothing wrong with putting a wrapper on to appeal to a different set of buyer. Time will tell good assets apart from bad assets.

25.7.2025
Seems as though the DAT phenomenon is quite divisive, wanted to share some thoughts on why we thought this was a worthwhile pursuit:
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