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So, TLDR, CRWV/CORZ are now tied at the hip... and the arb between the two will vanish as the deal approaches a close (Q4).
Yes, discount to purchase price to account for downside potential of crwv stock trading down resulting in a lower implied price since stock deal is fixed.
Alternatively if crwv goes up Corz is worth more than the ~$20 implied price today
https://xcancel.com/penny_ether/status/1942251994082673075
Yes, discount to purchase price to account for downside potential of crwv stock trading down resulting in a lower implied price since stock deal is fixed.
Alternatively if crwv goes up Corz is worth more than the ~$20 implied price today
https://xcancel.com/penny_ether/status/1942251994082673075