I'm with Dude on this one. Anywhere from 13%-33% seems significant but also permits us to take action against some unforeseen events, black-swan scenarios. I think it's important to still have a significant amount of our excess on standby and I think we should aim to be relatively conservative as the global macro outlook is relatively murky atm.
I think if we put ourselves in this position it'll leave more room for the protocol to build on existing strategies.
Very excited, on fire Tex!