The only trapped fiat I have is in MSTR, which is just OG XXI. I dunno if I'd actually swap it.

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Assuming no tax for moving it (retirement money) it is tempting, I bet. Jack has some tricks up his sleeve methinkst

Yeah, no tax for moving it, so it's really just opportunity cost.

I'm not a risk manager, but I know not to buy a thing just because it's shiny and new. If it's still around in a cycle it's worth a buy.