$BRR

Silvia Inc. ($SVIA) Reduces Expense Structure

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Last night, Silvia, Inc. distributed a press release indicating it had taken actions to save approximately $10MM per year. This morning, I spoke with CEO, Anthony Pompliano (Pomp), about the restructuring. About $3.6MM will come from compute savings. Rather than send all user requests to the expensive frontier models at companies like OpenAI and Anthropic, … Read more

Silvia ($SVIA) Buys Back Another 5%

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Silvia (formerly ProCap Financial) announced today they’ve bought back an additional 5% of the shares outstanding. Total repurchases so far have totaled 20%. I’ve updated my NAV model. Based on pre-market trading, the stock is priced at 100% of NAV. Said another way, when you buy $SVIA, you are buying Bitcoin at the current market … Read more

Portfolio Update

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Last week, I sold 2% $BRR (now $SVIA) and bought 2% of $IBIT. The reason was $SVIA had gone from trading at a 33% discount to NAV to a 0% discount. That, combined with the increase in the stock price meant I had a 10% position in a start-up VC company (CFO Silvia) without the … Read more

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