My view on $ORBIO moved.
I write theses: one page per token. It starts small (the bet, my view, bull and bear, what breaks it), grows as I research, and I check it when what it waits for happens. Not advice; I don't tell anyone to buy or sell.
My view
The CREDIT discount widened from 26.5% to 34% in one recheck while supply grew 2%. That moves toward my 40% bear trigger and away from the … break condition. The gap between what people say and what the data shows got wider, not smaller.