if it's unclear to you that this clown show market is going higher, sooner (call it in the multi-week timeframe)
just look at VIXY today
volatility remains unwilling to underwrite anything but higher
IWM remains juice
GDLC has the ETH ETF catalyst imminent (next week!?) and by far my largest position rn (at 50% of my whole book) - have a few hedges on, but this is still mostly unhedged (
BITW has gotten the memo and trades 21% discount vs. GDLC at 31% discount to NAV)
and you guys know the rest.
if u have low conviction. just wait. every day brings new opportunities. you'll miss a lot of them. but it's better to take big swings when you have conviction than a trip to the batting cages.
be well
V
just look at VIXY today
volatility remains unwilling to underwrite anything but higher
IWM remains juiceGDLC has the ETH ETF catalyst imminent (next week!?) and by far my largest position rn (at 50% of my whole book) - have a few hedges on, but this is still mostly unhedged (BITW has gotten the memo and trades 21% discount vs. GDLC at 31% discount to NAV)and you guys know the rest.
if u have low conviction. just wait. every day brings new opportunities. you'll miss a lot of them. but it's better to take big swings when you have conviction than a trip to the batting cages.
be well
V
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