@decent-artlu
after listening to the podcast, I sold
napkin thesis: no tradfi buyer **who does due diligence** can hold STRC
(only short-term traders, not investors)
and crypto-style looping instruments, incl $SATA (which insanely holds STRC as a "reserve")
and also, unfortunately, you can't be bearish $MSTR and long BTC. So I'm out of bitcoin also
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