BTC directional thesis
Owning zero Bitcoin on purpose, the AI trade has crushed crypto for two years and this backdrop with quantum overhang just doesn't excite me.
“I own zero Bitcoin. I do think it's, it's down a lot, and I do think it's like not a great place to be selling if you do have some. But I just think that, yeah, like you said, the AI trade has been a much better trade the past couple of years compared to crypto.”47:08claim_id
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