1 00:00:00,000 --> 00:00:04,460 Speaker 1: I'm trying to express a simple thesis that technology and crypto outperform the debasement 2 00:00:04,460 --> 00:00:10,100 Speaker 1: of currency and that we're in secular uptrends due to adoption. That's my thesis. Also, 3 00:00:10,320 --> 00:00:14,720 Speaker 1: that because of their rates of return are so high versus other assets, it's not worth me 4 00:00:14,720 --> 00:00:19,120 Speaker 1: allocating capital elsewhere. Other people may not do that. Why can I do that? Because I 5 00:00:19,120 --> 00:00:23,580 Speaker 1: have an income and I have savings and I have my quality of life, like you can't take my 6 00:00:23,580 --> 00:00:28,300 Speaker 1: houses away or whatever it is. So I have a position of strength of which to have volatility 7 00:00:28,300 --> 00:00:33,020 Speaker 1: to drive excess returns over time and I have an income that I don't rely on that pool of 8 00:00:33,020 --> 00:00:36,740 Speaker 1: capital because it's volatile. So that's a perfect setup. Everyone has a different setup. 9 00:00:36,800 --> 00:00:42,060 Speaker 1: And so you have to think what's suitable for you in that setup. For me, I concentrate 10 00:00:42,060 --> 00:00:43,420 Speaker 1: because I have an investment thesis.