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Datavault AI's Perpetuals.com agreement gives its RWA tokenization story a needed liquidity layer, but the investment case still depends on listings, trading volume, fee recognition, and cash collection.
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Arch is not hard to like after an 81.7% combined ratio, $1.0 billion of Q1 net income, and $783 million of buybacks. The harder question is whether reserves, catastrophe losses, mortgage credit, and reinsurance pricing stay friendly enough for that capital mac
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