Miran’s Nomination Pulls Upside Risk Forward, Plus an ETH Chart Deck (Core Strategy Rebalance)
Aug 8, 2025
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Core Strategy
We will address changes at the end of this note.
Crypto Equities Portfolio
Quick Sidenotes
- We produced an ETH chart deck for clients this week. You can find the report HERE.
- I will be traveling next week and will not be publishing during that time. I understand this coincides with CPI week, and I appreciate your patience and understanding. If a crypto-related emergency arises, I will do my best to share thoughts on the matter.