3/28/24
Post #1
Going into today with the following positions:
Long ETH
Long BTC
Short TLT (hedging my bonds in my savings)
Long VKTX
It’s quarterly opex so will be interesting to see what happens.
Reading an interesting report today on how MSTR is being dramatically overvalued compared to the underlying business fundamentals + it’s bitcoin holdings. There seems to be a good…
