2026-01-12 20:26:29

There's an intriguing arbitrage angle worth exploring: consolidating Venezuela and Cuba debt claims and trading positions under a publicly-traded special purpose vehicle could unlock significant value. The key would be securing proper OFAC licensing to navigate regulatory constraints. Someone with sufficient capital and regulatory expertise should seriously consider structuring this play — the spreads on emerging market debt are compelling, and a well-capitalized fund could potentially move the needle on both geopolitical risk repricing and emerging market dynamics.

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StealthDeployer

· 01-15 18:58

ngl, this move is a bit crazy... The debt strategies of Venezuela and Cuba? Can they really pass the OFAC check?

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AlwaysQuestioning

· 01-15 07:49

Hmm... Venezuela and Cuba debt arbitrage? Sounds exciting but also quite risky. Need to figure out the OFAC regulations clearly.

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RektButAlive

· 01-12 20:56

ngl this gameplay sounds very tempting, but how tough do you have to be to dare to touch Venezuelan and Cuban debt... Can the OFAC line be handled?

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SchrodingerAirdrop

· 01-12 20:56

Venezuela and Cuba debt bundling for short selling... This idea is indeed wild, but can OFAC really approve it?

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not_your_keys

· 01-12 20:55

Haha, talking about the OFAC license is easy, but actually implementing it is way too complicated.

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ReverseFOMOguy

· 01-12 20:50

Well... Can you make money playing the OFAC game? It depends on who takes the bait. --- Venezuela and Cuba debt? That’s a hot potato, buddy. --- To put it simply, not many dare to touch this... Is risk pricing really that straightforward? --- Wait, isn’t this just betting on geopolitical easing? Come on. --- Capital adequacy + regulatory channels... sounds expensive, is it worth it? --- Bond spreads look good, but the question is who bears the liquidity and political risks. --- Another arbitrage that sounds clever but has actually caused many to die... I’ll just watch the show.

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MergeConflict

· 01-12 20:47

Sounds quite ambitious, but can this really pass OFAC scrutiny? Feels like the risk is off the charts.

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ChainChef

· 01-12 20:38

ngl this sounds like someone's been marinating in the regulatory kitchen way too long... OFAC licensing on venezuela/cuba debt? that's not a recipe i'm touching with a ten-foot spatula lmao

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