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Published 14 May 2026, 22:07 UTC · fetched 3 Nov 2026, 13:37 UTC
Mike Alfred
@mikealfred
In reply to · 14 May 2026, 22:05 UTC · context given to the AI
@mikealfred Daily dividends are a gift to pref holders at the expense of mNAV. Not sure why you'd own the common.@matthew_sigel Because you think Bitcoin is going to go up a lot quickly at some point in the future and you want a highly convex exposure with no expiration. In any event, I own both for completely different reasons.View original on X ↗
Deterministic: the same prices and policy always give the same result
unscored Awaiting manual review
Only the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
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