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Hey Noah, I realized that while having my redacted / $btrfly position I was essentially doubling my exposure to CVX, CRV, DPX and FXS (I'm bullish on all, but still) - so I sold that position for kp3r! Both have showed relative strength over the past few days so I feel good about my decision. Just wanted to update you and say thank you since I was asking for you insight and advice on the matter.



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