🐋 WHALE WATCH:SoftBank is back at the table for that $10B loan backed by its OpenAI stake but with a major catch: they are now offering a full corporate guarantee. Banks previously balked at the difficulty of valuing private AI equity. By putting their own balance sheet on the line SoftBank is signaling they are willing to take the gap risk to get this deal across the finish line. Is this a strategic move or a sign of how hard it is to unlock liquidity in the private AI boom ?(Whale Factor)