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#053 Rolling Fun #4: Q4 Portfolio Recap, Crypto Long-view, Uncapped Notes, and Fund Growth

Smart Friends

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Uncapped Convertible Notes

"It gets much more complicated because of the signaling that happens and all of the stuff in the middle where it's like hey let's put a hundred million dollar cap on it," she said. "None of it's about making the company work", he added. 'I don't want to do a bunch of uncapped convertible notes but i think there is a time and place'

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