My guess is they borrowed a ton of money against the cash flows of the fund, and changing the management fee would immediately put it in default, and the loan would get called. They must have decided that their pain from investors leaving was less than their loan being called. Just a continuation of the fraud, and a delaying of the inevitable. Tick tock.

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That makes logical sense. Grayscale is really the last 'FTX-type' hurdle to clear from this cycle.

Agreed. I don’t know if it’s true or not, but just an educated guess. I think he thinks

If he can make it to the bull top, he might be able to get out.