[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  mtn drew [@CryptoMtnDrew](/creator/twitter/CryptoMtnDrew) on x 2631 followers Created: 2025-07-24 16:48:58 UTC the simplest solution is to just not think about it while mNAVs are at historically low levels and just wait through the inevitable FUD and volatility that ensues a slightly more actively managed but still easy solution is to hold similar amounts of CTC positions and the corresponding spot coins. this achieves the following balance: - you're riding the wave of their collective buying sprees - you benefit if mNAVs enter an expansion phase - you can sell some coin to buy the dip on the CTCs if mNAVs collapse > in fact, this is almost certainly what you want to do because if mNAVs collapse then there will be a bunch of FUD that emerges around all of the CTCs potentially starting to run reverse ATM programs (sell coin, buyback stock). this would obviously put sell pressure on the coins and buy pressure on the stocks. so you want to own the stocks in this scenario, not the coins. XX engagements  **Related Topics** [coins](/topic/coins) [positions](/topic/positions) [ctc](/topic/ctc) [fud](/topic/fud) [Post Link](https://x.com/CryptoMtnDrew/status/1948425184634900981)
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mtn drew @CryptoMtnDrew on x 2631 followers
Created: 2025-07-24 16:48:58 UTC
the simplest solution is to just not think about it while mNAVs are at historically low levels and just wait through the inevitable FUD and volatility that ensues
a slightly more actively managed but still easy solution is to hold similar amounts of CTC positions and the corresponding spot coins. this achieves the following balance:
- you're riding the wave of their collective buying sprees
- you benefit if mNAVs enter an expansion phase
- you can sell some coin to buy the dip on the CTCs if mNAVs collapse
in fact, this is almost certainly what you want to do because if mNAVs collapse then there will be a bunch of FUD that emerges around all of the CTCs potentially starting to run reverse ATM programs (sell coin, buyback stock). this would obviously put sell pressure on the coins and buy pressure on the stocks. so you want to own the stocks in this scenario, not the coins.
XX engagements
