Matt's Elemental/Tether investor letter generated 'pretty overwhelming' feedback from both mining specialists (60% of list) and generalist investors (40%), indicating the deal resonates with broader audience.

factualpending

Speaker

Matt Guyger

Evidence Quote

the amount of feedback that I've gotten on that on that piece in particular has been pretty pretty overwhelming.

Source

Grant Williams and Matt Geiger: Investing During Crises and Navigating a Spirited Metals MarketCLEAR COMMODITY NETWORK
Created: 8/11/2026, 7:24:12 AM

My Notes

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