this range high around like $79K is really important. It hasn't held it, which is kind of bad. I want to see it get back above this level for it to be bullish. So I'm really not bullish Bitcoin or ETH right now.

they're one of the companies in the US that is trying to fix that problem, like the mining of the rare earth metals that we do have here. It's the— I think it's the Mountain Pass mine in California. But Trump invested in them because of that

You're calling VVV at fucking $9. What's it at right now?

I do have a position in NEAR... a lot of the areas of interest in crypto right now is AI and privacy.

the hyper liquid thesis is not at all related to Bitcoin, not at all related to ETH. Um, and it's an application that is a real business and is doing well, growing its revenue, growing its users, and actually making strides in a way that no other crypto project has done with implementing, um, tradfi assets like real-world assets, stocks, perps on stocks, perps on commodities

Ethereum's going to fucking zero, bro... they really shot themselves in the foot when they outsourced a lot of the execution to all these rollups.

I've talked about this narrative a ton— private Bitcoin, quantum resistant. Bitcoin as a complement to Bitcoin. Um, and it's super small, so like at around right around 10, 10 billion market cap, just has a lot of room, I think, to grow. I think you can target on like the high side 10% of Bitcoin's market cap, um, and maybe on like the lower side 3 to 5%.

Apple has spent like zero on building out all the models. They spent zero. They're just like, nah, we're good at this, we have distribution here, somebody's gonna figure out that model shit. Whenever they figure that shit out, we're just gonna take the best one and pop that shit in. It's honestly crazy, bro. I, I agree, it's a good spot.