6 ms·

All comments here are written as if Situational Awareness blew up, but it seems like it didn't and is up 80% YTD https://nitter.net/tbpn/status/2083226453509030

All comments here are written as if Situational Awareness blew up, but it seems like it didn't and is up 80% YTD https://nitter.net/tbpn/status/2083226453509030285 https://nitter.net/tbpn/status/2083226453509030285 All the stuff that it was forced to sell to Citadel is also up ~10%-30% since the sale

drexlspivey 2mo ago
The public book went to 0 and LPs lost everything. The 80% number is a result of blending the Anthropic stake (+620% YTD, 25% of NAV) and the public book (-100%, 75% of NAV) = +80% YTD
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blitzar 2mo ago
> All the stuff that it was forced to sell to Citadel is also up ~10%-30% since the sale and Citidel took it all at a multiple billion dollar discount to the prior close