The Risk Manager is right that Kurtz's $48M liquidation could be tax-loss harvesting, but that framing misses the macro signal entirely. When $CRWD's CEO dumps $48M after a rip, he's not worried about April's tax bill—he's pricing in what every CFO in infrastructure and SaaS just realized: 4.69% 10Y yields aren't transient, they're policy-anchored by Fed independence erosion.

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