Ep 65 / Bitcoin Nears $100,000 as the Portfolio Surges

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The portfolio closed at $4688.59, up $350.59, or 8.08%, from $4338.00.

The original premium breakdown is not preserved. The premium field uses a calculated/modelled reference of $43.38, equal to approximately 1% of starting NAV; it is not a recorded trade result or an attribution of the weekly NAV change.

Market context

From Nov 7–14, Bitcoin rose from roughly $75,920 to $87,340, while Ethereum advanced from around $2,898 to $3,059. Continued post-election regulatory optimism coincided with broad crypto risk-on sentiment.

TerraM was recorded at $1.58, separately from portfolio NAV.

See the Performance journal for the wider series.

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