RE: LeoThread 2025-08-01 08:50

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I Have Stopped Buying $LEO

#leostrategy has become a more attractive option. It is a bet on #leo ecosystem that is similar to Strategy (formerly MicroStrategy) or Berkshire Hathaway Inc.



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On point. Did some swaps, would grab some later today.
!BBH

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Sounds like a smart choice since mNAV discount is massive.

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This is a smart move right now

Once the initial sale is gone, the discount will be gone and then LEO is more attractive

I expect this to be a regular dynamic - LSTR and LEO will play off of eachother in the open market

Ultimately, it all absorbs back to LEO since LSTR is a permanent buyer

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