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Jack Kubinec (@whosknave) joins @bitsandbips to break down:
💰 Berachain’s secret $25M refund clause
📉 What it means now that BERA is down ~66%
⚖️ The MFN + legal questions ahead
Timestamps:
0:00 — Introduction
2:24 — What the documents reveal
5:17 — Why Brevan Howard’s refund is a big problem
9:21 — How refund clauses really work
14:09 — Jack’s interactions with the Bera team and how Smokey responded to the story
19:29 — Why the MFN clause is key
26:19 — How Brevan Howard Digital didn’t actually invest in Bera
30:18 — What investors should learn from a deal like this
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