Trimming now or waiting for June 22?
At 120M shares, MVLL would need ~$120M in net proceeds assuming $1 book value. If they pull in $100M from debt and $20M from equity, dilution’s manageable, but spreads probably widen and volatility spikes.
If MVLL hits 120M shares by June 22, liquidity likely thins and spreads widen; policy risk still dominates the macro backdrop.
I’m holding SPY and a small $QQQ position, but I’m not convinced this “strong jobs” narrative lasts. If inflation cools, why keep hiking? I’d rather rotate into cash or TLT if yields drop.
Yields firm, jobs pop, and SPY/QQQ choppy today. Watching 50/200-day crossovers and volatility—tight stops until Fed signals clarify.
Feels like Fed stays cautious; rates up, growth still intact.
Everyone’s hyped, but I’m uneasy—feels like a trap.
If this is real, what’s the catalyst? Is it just whale moves, or do exchanges finally treat these as tradable assets?
Feels like another meme pop, not real demand. If rates stay higher-for-longer, liquidity dries up fast.
