Michael Nadeau

So, um, very much a long, long-term bull, you know, my thesis is that we'll see, you know, Bitcoin over, over a million dollars.

Um, and yeah, where do we go next cycle?

Um, I haven't, haven't done the work just yet to kind of put that out there.

I don't want to put anything out there just yet, but, um, I'd certainly think we're going to see all time highs, you know, for, for crypto and any of the assets that we think are here to stay.

We, we,

This idea that crypto is going to have maybe a period of disillusionment, again, the reason I think that that's a feature is because I think that the entire financial system is going on to crypto rails.

I believe that we're going to have stocks and bonds and everything's coming on to crypto rails payments.

And so that's my thesis.

I haven't changed on that.

So when we get these periods where there's just this total reversal of that vision in the opposite direction where people are totally questioning it, to me, that's an opportunity because I haven't changed my mind.

And there's nothing to me that's... If anything, if you look at 2025 and...

Trump coming into office, you know, the SEC coming out and saying, hey, we want to bring, you know, finance onto crypto rails.

And we saw progress on the regulatory front that has sort of like hit a stalled period here.

But to me, we've sort of like we're crossing the chasm to this being fully deployed, you know, into finance, into like these use cases we've been calling for a really long period of time.

Yes, there's going to be like some, you got to get in the right assets to capture that.

But that opportunity is still there.

And so that's what I'm excited about.

And that's why these bear markets are opportunities.

And I think it's a really good time to be locked in right now.