2026-01-06 01:15:34

The CDLX investment case remains solid—nothing has shifted that core thesis. When the project manages to stabilize its operations and chip away at the debt burden hanging over it, we could see a sharp rerating emerge. Think of it like watching a turnaround play unfold through 2026.

Part 1:

Right now the market's overlooking the runway for operational improvement. Once deleveraging gains traction and restructuring shows real progress, sentiment typically swings fast. That's when the dormant upside potential kicks in.

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SocialAnxietyStaker

· 01-08 17:43

Wait a minute, why does this logic sound so familiar... Is this the old trick of "waiting for a reversal" again?

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CryptoMotivator

· 01-08 08:06

Wait, this logic feels off... There's a bunch of debt, and they're still talking about rerating?

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Hash_Bandit

· 01-07 06:57

nah fr, seen this movie before—deleveraging takes forever tbh. but yeah, the thesis still holds if they actually execute. 2026's a long shot tho

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MissedTheBoat

· 01-06 01:45

Wait a minute, why do I feel like I've seen this logic before... Turnaround again and 2026, is it always the same pattern?

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CrossChainBreather

· 01-06 01:43

Wait, debt reduction needs to be truly implemented; I've heard too many empty promises.

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GhostWalletSleuth

· 01-06 01:43

You're telling stories again. Waiting until 2026 is not as good as going all-in now and waiting for the double.

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ser_we_are_ngmi

· 01-06 01:42

Wait, really? Can CDLX make a comeback? It seems like it's been struggling all along...

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BlockchainWorker

· 01-06 01:41

Wait a minute, this logic doesn't quite add up. You're saying it's stable when the debt is still so heavy?

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SchrodingerWallet

· 01-06 01:40

Wait, the paper says the fundamentals haven't changed. So, do you still dare to buy the dip? I really can't see where the surprise is.

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DaoDeveloper

· 01-06 01:30

ngl the deleveraging mechanics here remind me of the sort of multi-sig treasury optimization patterns we see in governance protocols... if they actually execute on restructuring, the arbitrage window could be wild

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