DYNASTY DNA STOCK MARKET REPORT 05 May - 05 JUNE
DYNASTY DNA STOCK MARKET REPORT 05 May - 05JUNE
Welcome back my stock bros and gals to another Dynasty DNA stock market report here to help you profit on your dynasty shares to help you get the best return on your 401Ks! ADP is dated from 05 May to 05 June and once again this ADP is pulled from FantasyCalc . This article is going to be a bit different, and I will be trying a different method and show you a bunch of risers and fallers between this month and last month.
Chase Claypool was the biggest riser of the month, going from pick 320 to pick 274.91—a 45.09 pick increase. The big reason was an article by Matt Parrino, who said, “Claypool has been the Bills’ most consistent receiver during OTAs and is setting the stage for what should be a run at the 53-man roster.” Claypool went from being worth the crust of your PB&J to a 2025 4th.There's not much to talk about here other than it's just a random dart throw to make, and we’ve seen what Claypool can do; he just hasn’t shown anything in recent memory.
Ben Sinnott has also made a pretty big jump in ADP, going from pick 177.41 to pick 133.26(44.14 pick increase). A lot of people are speculating that he will win the starting TE job for the Commanders, but let's pump the brakes a bit. The Commanders just signed Zach Ertz to a 1-year deal. He might be an aging veteran, but we’ve seen him gate-keep Dallas Goedert and Trey McBride. Currently, Sinnott is going ahead of Devin Singletary, Daniel Jones, and Kendre Miller, just to name a few. I think once the season starts and Sinnott doesn’t show anything, his value will dip. I have very few shares of Sinnott because I will not pay this price tag, which makes me believe he's a bear and would like to avoid or start selling.
Rookie risers: Highlighted in yellow are players that I’ve been personally investing in heavily, and green means my must-haves in their current ADP range that I think will have the biggest jump in value this time next season. This is to be expected; rookie hype is building up, camp reports are coming out, just more showing y’all the value changes.
**Non-Rookie Risers**
Zamir White - May ADP was pick 108.35; June ADP is 97.42 (10.92 spot increase). Zamir White was a guy that many expected to take over Josh Jacobs job, and only two short years later, he's finally the guy for Sin City. The Raiders added some running backs in the offseason and draft (Alexander Mattison and Dylan Laube), which shouldn't be much competition for this job. I think the best-case scenario is that he will finish as an RB2 this season, and the Raiders will draft a running back in next year's class to have the featured role. Currently, players going ahead of him in ADP are Matthew Stafford, Christian Kirk, Najee Harris, and Tyjae Spears. I’d much rather have Najee and Spears over Zamir if I needed an RB, and if I were shooting for upside, give me Christian Kirk 100% of the time. I think Zamir White is a great sell right now at this current price.
Rhamondre Stevenson - May ADP was pick 95.04; current ADP is 87.51 (7.53 pick increase). If you read some of my articles last year, I was off Stevenson because of his ADP, and the year before that, I was all in on him. This year, I am once again out. Stevenson gets most of his points through pass-catching work, and what did the Patriots bring in? A pass-catcher named Antonio Gibson. I just don’t have high hopes for him; maybe best case, an RB2, which is the current price you’re paying for him. Currently, he's on the last year of his deal, which, in my opinion, is a great time to stay away from him. If you need an RB, draft Alvin Kamara, who’s going four picks later, or use him to move up some spots to get Trey Benson or Joe Mixon.
Dalton Kincaid - May ADP was pick 46.04; current ADP is 44.18 (1.86 pick increase). I just have to say my piece with this, and then we will get to the value fallers. I don’t understand why Kincaid is going behind Trey McBride at all. I personally have Kincaid as my TE2 and would pay a small plus to tier up from McBride to Kincaid. For tight ends to be successful in the NFL and to produce, they need two important things: target volume and to be schemed into the offense. We’ve seen TEs like Blake Jarwin produce a TE1 season due to Dak Prescott loving to throw to his TEs and Dallas having TEs be a major part of their offense. McBride finished as TE7 last year in non-TEP formatting, and that was with him playing every game. McBride is no longer going to be the number one target in that offense, and naturally, his target volume will see a small dip. Kincaid is in the perfect opportunity where he can actually be the number one in his offense. He has to beat out guys like rookie Keon Coleman, Khalil Shakir, Curtis Samuel, Dawson Knox, and Chase Claypool. To me, Kincaid is a no-brainer TE2 currently in dynasty, and I have been taking advantage of that in start-ups and in leagues, making trades for him.
**The Biggest Fallers of the Month**
Darren Waller - Initial ADP was 175.77; current ADP is 229.23 (-53.06 pick decrease). Withrumors swirling that Waller will retire, odds are his value will continue being nothing.
Justin Fields - Initial ADP was 93.09; current ADP is 121.26 (-28.17 pick decrease). I am still cautiously optimistic about Justin Fields, and I will buy him if I can get him for a projected late second-round pick, which is what his ADP shows his current value as.
Rookie fallers:
Nothing too crazy here other than some adjusting from the NFL draft. Troy Franklin and Adonai Mitchell were projected to be taken higher in the NFL draft than they should have been, and I think their ADP is just adjusting itself. One thing I do want to point out is that Brock Bowers is a full round ahead of Drake Maye in ADP, which I do not believe should be the case, so I expect Maye to be a riser in the next month's ADP.
**Non-Rookie Fallers:**
Tyjae Spears - Initial ADP was 89.31; current ADP is 107.26 (-17.95 pick difference). The Titans let Derrick Henry leave this offseason only to bring in everyone's favorite over-drafted sleeper from last year, Tony Pollard. The Titans also upgraded their offensive line by drafting a stud tackle, JC Latham, and in the offseason, they brought in Lloyd Cushenberry. I expect the Titans' backfield to be a split backfield and for them to feed whoever has the hot hand. I believe Spears is the better back over Pollard, who is going three spots ahead of Spears, but either way, it’s kind of a pick-your-poison situation: do you like Pollard or Spears more?
Brian Robinson - Initial ADP was 115.75; current ADP is 129.81 (-14.06 pick difference). The Commanders as a whole are searching for a new identity: they have new owners, a new coaching staff, and hopefully their quarterback of the future. This offseason, they added a lot of players to their team: Tyler Biadasz, a solid center, Zach Ertz on a one-year deal, and Austin Ekeler on a two-year deal. The Commanders drafted Jayden Daniels with the 2nd overall pick, Ben Sinnott with the 53rd overall pick, Brandon Coleman, a tackle/guard from Washington, with the 67th overall pick, and Luke McCaffrey with the 100th overall pick. The Commanders are doing their best to bolster their offense and help Jayden Daniels transition into the NFL. They also brought in Kliff Kingsbury as their offensive coordinator. During Kingsbury's tenure starting in 2019, he had Kenyan Drake as his running back, who finished as RB17 in total points. Taking average points per game (15.3), that would have ranked as RB13. In 2020, Drake finished as RB16, averaging 12.8 points per game, and his teammate Chase Edmonds finished as RB25, averaging 10.5 points per game. In 2021, James Conner came to town and finished as RB5, averaging 17.2 points per game, and his teammate finished as RB34, averaging 11.9 points per game (missed seven games). In 2022, James Conner finished as RB19, averaging 15.4 points per game (missed four games). The bad news with all of these stats is that during Kingsbury's time as head coach, he never had a single 1,000-yard rusher. I see Brian Robinson as a sell. For him to produce another high fantasy finish, he’s going to need another massive touchdown year. I just don’t see him getting the volume that requires fantasy success.
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