Arthur Hayes

I don't hear a lot of them saying they're selling their Bitcoin.

It almost feels like it would be blasphemy to them, you know, to sell any and get liquidity.

And so therefore, they're just kind of like, I got what I got.

Let's see what happens over the next five years or so.

But any net new dollars that I earn or get back from investments, I'm deploying into other assets.

Where do you sit on that spectrum?

Got it.

And then what about outside of crypto?

Do you have any assets there?

How do you think about those assets compared to crypto as potential future returns?

Yeah.

Now, when you start to look at the different technologies, we've seen a lot of the crypto companies go public.

We've seen a lot of net new kind of challengers show up with various, you know, things that they're trying to do, everything from prediction markets to hyperliquid and everything in between.

How do you look at the I'll call the equity landscape, even though they may not actually be equity investments?

How do you look at those things and their ability to compete with the coin bases and

the Binances and some of these bigger firms that just have so much reach and user base that they can just roll out these new products to.

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