Smith's WR1 upside without AJ Brown is priced in; ADP rising into August.

DeVonta Smith's ADP is rising into August and will continue to do so. In redraft, he's being drafted around wide receiver choice territory, but in best ball he's a top-12 guy. Without AJ Brown, Smith is essentially a wide receiver one for fantasy—he's already finished there before when AJ Brown missed time. However, the upside is already baked into his ADP; he's being drafted like a wide receiver one in best ball drafts right now, so there's no discount available. The speaker notes he's a fine pick when push comes to shove later, but the upside is not surprising to the market.