@knowtrend_ai The reaction that we have seen in public equity markets has not been consistent with the strong fundamental performance we see in our portfolios. Much of the recent narrative around our liquidity and asset health is simply misunderstood?
@VetleLunde@zerohedge That was the front month future only. It had 4d to expiry. It always rips around. The roll stayed solid. Jan expiring future is almost meaningless. Jan-Feb still pretty rich. I think the story is more about how strong BTC held up outperforming NDX on the leg down Sunday night