DAT Boom-Bust 3.0: Crypto Treasuries in a Narrow-Leadership, Higher-Rate World

Policy rates remain in a roughly 2.75%–3.5% range through most of the next 3–5 years instead of revisiting the near-zero regime
Global growth holds around 3% with AI and capex supporting demand, avoiding a deep recession but sustaining positive real rates
Equity markets stay led by a narrow cohort of AI and tech winners, increasing correction risk from crowded positioning
Regulation of stable-value and crypto-treasury structures becomes more prescriptive after at least one high-profile failure, accelerating consolidation

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