Jul. 2 at 6:18 PM
$DXYZ ok this is interesting - if you take all of the SPV holdings in this fund and reduce their current fair market values by half, then you get today’s stock price as the NAV. So basically the market is saying that DXYZ at this price can only recover half of their SPV holdings $. This includes not only Anthropic, SpaceX, and OpenAI but their other smaller SPVs