Right now, the market cap of BMNR and SBET stocks has fallen below the value of the Ethereum they hold. The negative premium is here. In theory, this is similar to the negative premium of Grayscale Trust back in the day. It seems like there’s an arbitrage opportunity, but the actual operation carries significant risks. The companies might be forced to write down impairments, dump their holdings, and trigger a double kill on both the coins and stocks... Or is there any expert who can analyze whether BMNR and SBET have risks?