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It's easy to be either very bullish or very bearish on $BOT Bullish thesis: the NAV doesn't mean a lot because these are not public investments (so it underestimates the potential value of BOT). They are allocating early into "the next big thing", one position could 100x Bearish: volume is extremely small for a Nasdaq-listed stock. They are definitely going to keep dumping on your face as long as there is a premium to NAV, meaning there's no point in buying at this price with mNAV premium

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