It’s beyond my imagination that such a single post of a single person (like me) can have caused such a dump.
If that were true, I had to recommend those who panic easily, to do some due diligence before doing something as drastic as this.
Then again, if an NSR holder is so well-informed and clear-sighted to get panicked that easily, it might be better for Nu to get rid of this NSR holder and find someone more illuminated 
I stick firmly to my assessment regarding the outlook (with an unchanged liquidity provision scheme!), but an informed reader should also be aware that Nu
- is already on its way to reform the liquidity provision scheme1,
- vastly reduces costs associated with it by using the parametric order book more consequently,
- the new products that are already on the road map create (temporary) revenue and finally
- B&C Exchange will create demand for US-NBT (and future products) and increase the number of transactions (to generate final revenue)
Nu is far from being in danger. Once the NSR buybacks are replaced by NSR sales (to remove NBT), it will start to look less brightly. But at the moment Nu is in a good position to do the necessary adjustments, cut costs and get along with the funds for a loooong time.
1 sell side gateways are partially in place, the trade volume provided by ALP/MLP with small spread will be reduced to save costs (e.g. at Poloniex), dual side bots (from different operators with cheap operating fees) are installed at Poloniex to support the peg beyond the volume ALP/MLP can serve (because Poloniex is currently one of the most important exchanges).
