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![dc10023 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::144173111.png) Dave C [@dc10023](/creator/twitter/dc10023) on x XXX followers
Created: 2025-07-24 13:44:58 UTC

@KobeissiLetter This isn’t exactly new news. Why investors bought it up to mid-$300s doesn’t make sense. The risk profile and reward profile probably makes this fairly values at no more than mid-$200s and possible down to $XXX flat.


XX engagements

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**Related Topics**
[$200s](/topic/$200s)
[hedging](/topic/hedging)
[$300s](/topic/$300s)
[$dave](/topic/$dave)

[Post Link](https://x.com/dc10023/status/1948378879665598577)