Pls go read my 
GDLC vs. 
BITW posts for context.
- But the divergence of valuations meansGDLC is about 30% discount to NAV, BITW about 20% discount. these are starting to narrow.
- if BTC rips, GDLC is going to catch up to BITW. not without closed end fund risks. but also don't sleep on this.
- it's better btc than ETF at the moment and the window to make these trades probably closes this year (the alpha evaporates once we get eth ETFs trading)
- my best guess is we try for upside on BTC before settling lower into the summer (low 50s/ high 40s retest), so i'm not fully deployed. if that happens this becomes 80% of my book... watch me.
- but for now, i like playing a retrace higher w/ a margin of safety on the NAV spread
LMK what u think. largest position for me
V
GDLC vs. BITW posts for context.- But the divergence of valuations means
GDLC is about 30% discount to NAV, BITW about 20% discount. these are starting to narrow. - if BTC rips, GDLC is going to catch up to BITW. not without closed end fund risks. but also don't sleep on this.
- it's better btc than ETF at the moment and the window to make these trades probably closes this year (the alpha evaporates once we get eth ETFs trading)
- my best guess is we try for upside on BTC before settling lower into the summer (low 50s/ high 40s retest), so i'm not fully deployed. if that happens this becomes 80% of my book... watch me.
- but for now, i like playing a retrace higher w/ a margin of safety on the NAV spread
LMK what u think. largest position for me
V
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