7/2/25 - $corz - Have we forgotten...?

7月2日

7/2/25 :: VROCKSTAR :: CORZ
Have we forgotten...?

- there's a possible deal happening here
- btc is ripping and so your downside beta is probably somewhat stagnant from the deal bid
- and then you just have natural rip on all energy/ hpc-btc complex stuff beta ripping
- nevermind the actual announcement potential
- bankers like to not work in july and especially august
- so *if* there is a deal here, my guess is it's probably communicated one way or the other sooner v later
- how quickly the market is ready to bid other chitco miners and not the one w/ the most tangible deal potential in the ST

but you do you. keep buying qubt and sym... enjoy
i'll stick to the high signal, better r/r on s/t like this
and for the degen stuff... well i've written about a few others today that are interesting setups far superior to the softbank and retail memes i denote above in this para.
check out $btcs... lmk what u think

but in the meanwhile. i still like this bitcoin beta w/ a deal backstop

V

7月7日

交易進行

good riddance.
this is why size mgmt saves me again and again.
going to suck losing this 50 bps ST punt... but oh well.
i'd guess they reject looking for some cash on the table as well.
the risk arb guys should have a field day with this one given the spread
crwv *should* want to capture this asset - but geez r they underpaying w/ their trashy fiat (shares)

V