if you aped some $BOT today, you might want to consider the following Private market financing marks NAV = $7.34 according to $BOT's published info. ChatGPT says more recent raises from Figure and Apptronik should increase it to $7.95.

if you aped some $BOT today, you might want to consider the following Private market financing marks NAV = $7.34 according to $BOT's published info. ChatGPT says more recent raises from Figure and Apptronik should increase it to $7.95.

I'm not sure how anyone thought it was a good idea to buy $145m worth of illiquid assets in $BOT that frequently trade under NAV. For $750M MC. Even after the 37% drop, it's still ~$490M MC. On top of that, people are buying into a $2,000,000,000 effective ATM that's slow dripping via a equity