@playrisk · Long BNC · The Analysts

BNC brief thoughts My main takeaway from $USDE is that the most money in these DATs can be made on the mNAV expansion. Once the discount started closing, the trade became much easier. That’s where I think we are with $BNC: mNAV has broadly been moving higher week after week BNB

playrisk@playrisk

$BNC thesis Positioned in $BNC on tradfi over the last week to express bullish view on $BNB Generally think we are at a turning point in the market where there's a lot of upside. With UST yields making higher highs and CL continuing to push above $100 the market is pushing

Read asLong BNC+1 more

Since the call—

unrankedThe analyst's rank today

High · 0.98Confidence

Mon, Sep 21Tweeted

Tue, Sep 22 closeCounted from

77% of the basket · day 24fades out by Nov 2

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