@evrgn11112231@P_Remarks On reading it a few times, it seems like he is being skeptical, “I guess that’s what everyone’s doing with goog spacex etc (but we haven’t looked at it bc not something we think we’d want to do)”
@evrgn11112231@WaterworldCapi1@ggpcap MA had more COF debit risk, now the question is how much COF credit migrates
MA should structurally grow faster, but there's fear