Dan Ives

Like I get it.

But to me, like I'm much more focused on like fundamentally what's happening and how it's going to play out.

Look, my, I mean, like my overall view is like, it's an asset class.

And you can't be bullish on tech and disruptive tech and where everything's heading and not be bullish on Bitcoin.

Now, it's my view that it's going to create from it the use cases that we don't even see today in terms of ultimately companies that are going to be created, especially on the blockchain side.

So that's why it's like, if you're bearish on tech,

and bearish on crypto in this environment, then it goes back to, like I've said, you're the one at the party.

You'll watch it from the outside.

You'll go up to your room and read a book.

And the bulls and the bears, when they meet up next morning, bulls had a lot better night than the bears.

And it just goes back to, bears sound smart.

but the bulls make money.

And when we go through periods like this on the software and tech dislocated sell-off, it actually makes me more bullish because it's so dislocated relative to the fundamentals and relative to the spending and the CapEx and where it's heading.

Of course, because to some extent, private companies give you so much good data points.

You want to understand where the bids are, right, relative to private markets and public.

And also, I think you get a lot more clarity on the private markets, not necessarily just from...

what's happening from a fundraising perspective, but I think what's happening in terms of real examples, like if you talk to software companies today on the private side, that gives you much more real data points

that helps you, I think, when you're looking at what's happening, extrapolate on the public side.

And look, in terms of IPOs and what we see with so many of the most successful companies in the world right now, private and potentially going public, it's an exciting time.

But look, the haters hate.