Protected downside, a number of precedents worked out very well
I think this is one of the best ways to play both Trump-access-driven deal ecosystem and speculative crypto momentum, with a clearly capped downside. If everything plays out as with precedent situations, this could easily be a multibagger. The downside is fully capped at max 15%, so risk/reward appears very favorable. It’s not a value-based long-term investment—but as a trade, the asymmetry is hard to ignore.
There have been many precedents of similar plays over the last two months. The space is red hot, and Trump’s administration has been very much involved in these plays. The guys driving the opportunity at hand are very close to Trump’s administration (and likely Trump himself), have already showed their skill at bringing a very similar setup to a very successful conclusion a couple of years ago (that one was indeed a multibagger), and will likely put on a similar playbook now.
The company IPO’ed just two weeks ago, so the opportunity might be still flying under the radar.
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