Ep 67 / Ethereum Catch-Up Extends the Post-Election Rally

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The portfolio closed at $5435.05, up $250.55, or 4.83%, from $5184.50.

The original premium breakdown is not preserved. The premium field uses a calculated/modelled reference of $51.85, 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 21–28, Bitcoin eased from roughly $98,439 to $95,666, while Ethereum rose from around $3,360 to $3,579. ETH’s move coincided with spot-ETH-ETF inflows and an ETH-specific rotation.

TerraM was recorded at $1.80, separately from portfolio NAV.

See the Performance journal for the wider series.

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