2026-01-10 06:25:32

Major market participants are likely accumulating both common shares and $STRC positions aggressively. Even when mNAV trades at depressed levels, the combined buy pressure across both instruments remains highly accretive to portfolio value. The arbitrage opportunity between discounted NAV and potential upside makes this dual-position accumulation particularly attractive in current market conditions.

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SerNgmi

· 1h ago

Nah, for real, this wave of institutions is frantically buying the dip. When mNAV gets smashed through, it's actually a buying opportunity. The arbitrage space for double-head holdings is indeed tempting.

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On-ChainDiver

· 01-10 06:54

Damn, this trick looks familiar. It's another round of the "buy-in" game...

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GweiTooHigh

· 01-10 06:54

NGL, this arbitrage opportunity is indeed tempting. Big money has probably been accumulating it for a while...

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MEVHunterBearish

· 01-10 06:50

Forget it. I've seen through the strategy of stocking up at low prices long ago. Let's wait and see if I can catch a lower bottom.

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Lonely_Validator

· 01-10 06:49

NGL, I understand this double-position operation; it's basically betting on the NAV discount correction... The institutions' low-buying this round is indeed aggressive.

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AirdropHarvester

· 01-10 06:39

Hmm... I've seen this trick before, big players double-dipping.

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GasBankrupter

· 01-10 06:30

Haha, now smart people are all buying up, only by holding both can you stay steady.

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GasFeeCrier

· 01-10 06:28

Bears will all be crying; this wave of buying pressure and the NAV discount can't be saved even together.