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Both funds appeal to those of us fascinated (and slightly terrified) by the world of digital currencies. But where HODL is a bit like keeping gold bricks in a vault – a direct play on the price of Bitcoin itself – WGMI is more like investing in the companies that dig for the gold. Or, in this case, the ones that power the computers that solve the cryptographic puzzles. It’s a subtle difference, but one that has produced some rather startling results. Let’s unpack it, shall we?

The question, naturally, isn’t simply which will enrich you. It’s at what cost? A bargain with the digital devil, perhaps? One finds oneself contemplating the long-term implications, the erosion of privacy, the relentless pursuit of engagement… but then, one remembers the dividends, and the philosophical quandaries fade somewhat. A weakness, I confess.

The concentration, you see, had become a kind of beautiful, dangerous illusion. A shimmering mirage promising infinite returns, built upon a foundation of diminishing returns. Mateo, a man who understood the slow, deliberate rhythm of value, knew that such imbalances could not hold. The markets, like the Magdalena River, always sought their level, carving new paths around the obstructions of pride and excess. The dominance of a select few, while momentarily dazzling, ultimately strangled the breath of broader prosperity.

These upgrades aren’t simply numbers appended to a report; they are acknowledgements. They speak to Albemarle’s quiet resilience, its ability to prune costs like a seasoned gardener tending a delicate orchard. The doubling in the price of lithium carbonate over the past year is not merely a statistic, but a measure of the world’s growing thirst. And the expanding energy storage market, a vast and promising field, is becoming an increasingly solid pillar beneath Albemarle’s feet. The company, it seems, is poised to reap a considerable harvest in 2026.

We are, after all, discussing bonds—those quiet, almost apologetic instruments of capital. They lack the swagger of equities, the scandalous allure of derivatives. Yet, within their muted tones lie subtleties that reward the attentive observer. AGG, with its sprawling portfolio, casts a wider net, encompassing everything from Treasury obligations—those ghostly promises of a federal future—to the more corporeal debts of American corporations. MUB, by contrast, confines itself to the realm of municipal finance—the upkeep of schools, the paving of roads, the subtle patronage that greases the wheels of local governance.

Clearway Energy (CWEN, CWEN.A) currently exhibits a dividend yield exceeding 5%. The company’s business model centers on the operation of clean power generation assets under long-term power purchase agreements (PPAs). This structure provides a degree of revenue visibility, mitigating, though not eliminating, demand risk. Management targets approximately 70% cash flow payout, retaining the balance for reinvestment and growth.

The filing, dated January 23rd, reveals this little acquisition – a bolstering of their existing HGV position. It’s all frightfully straightforward, really. The transaction, based on quarterly averages, added to their holdings. The overall stake increased by a rather more substantial $9.35 million, a figure that, naturally, accounts for both the purchase and the inevitable market fluctuations. One trusts they’ve done their due diligence.

Now, the backstory. Serve Robotics sprouted from the loins of Uber Technologies‘ robotics division, Postmates X. Uber, bless their disruptive hearts, decided robots were a good idea after their attempt to corner the ride-sharing market. Go figure. The goal? Last-mile delivery, cheaper, greener, and hopefully, less likely to get lost. These robots are navigating sidewalks, dodging pedestrians, and generally causing a delightful amount of low-level chaos. It’s a beautiful thing, really. And now, they’re thinking inside the building. Because apparently, sidewalks aren’t enough for these ambitious automatons.

This Mark Carney fellow—a perfectly respectable chap, I’m sure—says we’re entering a new era of “transactional power politics.” Sounds… unpleasant. Like a used car salesman negotiating with Genghis Khan. But let’s put aside the geopolitical theatrics for a moment. What does this mean for your money? Specifically, what does it mean for Bitcoin (BTC +0.39%)? Because, frankly, if the world is going to burn, you want to know if your digital assets are flammable.

Both funds cast their nets for the small-cap growth stocks – those young shoots reaching for the sun – but each chooses a different patch of ground. The question for the investor isn’t simply which will grow faster, but which aligns with their own tolerance for the lean years, and their belief in the strength of the soil.