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Richard Byworth, former CEO at Diginex / Eqonex, reports that a family office has sold 25 percent of its holding in Micron (MU) and redeployed the proceeds into STRC at market price.
Byworth suggests this move may indicate the beginning of a broader rotation in investment allocation.
Byworth has previously commented on family office perspectives, recapping a principal’s view that Bitcoin’s volatility reflects a need for deeper understanding. He has also addressed corporate allocation strategies, criticizing claims around Saylor’s bitcoin sales and highlighting tax efficiency as a likely driver. These observations add context to his latest remarks on portfolio rotation.