The sentiment for ETH Digital Asset Trusts (DATs) is highly bullish, with the author suggesting they will become a major market narrative. Specific tickers BMNR and SBET are highlighted as trading at significant discounts to their Net Asset Value (MNAV), at 0.85 and 0.69 respectively. The data suggests an "incredible buying opportunity" for these assets based on the potential for shareholders to eventually demand selling ETH to fund stock buybacks.