I don’t think either of these is priced in:

- 1 - To re-assign supply they already have seized onto their balance sheet

- 2 - To accumulate additional supply from the market

1 is massive just for general narrative & sentiment, essentially game on Nation State accumulation, with a F you to the FED

2 is how we might get to a 1 mil plus price target, so massive for price action to the upside