The macro crowd keeps pointing at the $2T refinancing wall rolling at 4.65%–4.69%, but here's what they're missing: insiders aren't selling because rates are high—they're selling because they know their companies can't refinance at those rates without cutting guidance. Last 30 days alone, CEO Intrator at CRWV dumped $12.9M (10,550 shares @ $89.45), Rothblatt at UTHR cleared $3.3M of her massive position, and director Ledbetter at NET liquidated $5M in tranches.

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