matthew sigel, recovering CFA
@matthew_sigel
Head of digital assets research @VanEck_us.
PM, VanEck Onchain Economy ETF ($NODE). ❌️
Disclosures
加入 July 2017
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$MSTR STRC 12 PERP back to $99.9.
Last time it regained par (Jan 6th) the ATM was restarted the next business day to buy Bitcoin.
Given relatively low volumes, MSTR buyback (~$950M remaining) may be having an outsized impact at these levels.
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