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DRValue

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  1. Setting the politics of Toomey's tweet aside, it's good to see a call to end the conservatorship. I'm sure I've heard similar from Congress before and let's be honest, what can they actually do to force the regulator / treasury to do it?
  2. It's total nonsense. The twins are now just political tools now.
  3. Anyone expecting the capital plans to be filled with an 8k? Pretty material but not sure it'll be public till earnings?
  4. https://podcasts.apple.com/us/podcast/banking-with-interest/id1506774121?i=1000561763860 Such a mess.
  5. I'm really sceptical on this 'investment' now although I'm still holding. The govt wanted them gone/policy tools and even if the nws is reversed or they're allowed to 'leave conservatorship' they've deliberately made the capital requirement so high they're uneconomical. There are no honest actors involved in the regulation as if there were, CRTs would be gone and capital required would be lowered. With homes being bought up by investment Co's and Obama wanting a policy of Americans being "well housed" home ownership doesn't seem like a desired outcome. The status quo could be maintained for however long its desired. A possible incentive is the warrants and up to $100b but with the national debt as high as it is ($100b is next to nothing by comparison) and no one acting to realise it, I just don't think they care about the money.
  6. Also, take a look at etherisc (DIP). Decentralised insurance platform. Flight delay insurance live. Hurricane insurance product soon. Again yield on token can give you a valuation in time.
  7. I made a low effort thread on link way back. Thesis was basically that I don't know which currency wins but smart contracts need data and this project is basically first mover institution coin miles ahead of any competitor. In other words, if chainlink can't do it no one can. Haven't read much of this thread but have you seen Eric schmidt now advising? Link will be easy to value once the yield on the token is known.
  8. It's an horrendous answer. They really aren't looking to let them leave. It's week one day one stuff now, there is literally no excuse.
  9. All this crt kool aid is just so tiring. Either none of them care about the economics or they choose not to see the problem. Really doubting the chance of exiting conservatorship outside of the courts, except maybe 2027/8. They could consider the pspa paid and the rate of capital gain still won't allow them to earn their way out. Really don't see why people see Thompson as a competent and good pick, just building favour I suspect.
  10. I thought one of you mad lads made a fake but wow that seems legit.
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