“it's highly collateralized. They deposit to people put up…” — Capital Allocators – Inside the Institutional Investment Industry at 38:25
“it's highly collateralized. They deposit to people put up and you get the deposits, the energy cross thresholds. The collateral is directly or indirectly related to a hyperscalar often. You got to think about their credit. What if it goes wrong, but it's become a test space.”
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