Thank you—I think you did a good job of capturing what I was trying to say. we shouldn’t go full fluffy rainbows, and we should directionally update against SBF compared to before FTX imploded; but what I’m seeing is way overcorrected and I’m trying to express why.
Thank you—I think you did a good job of capturing what I was trying to say. we shouldn’t go full fluffy rainbows, and we should directionally update against SBF compared to before FTX imploded; but what I’m seeing is way overcorrected and I’m trying to express why.