You've had a dynamic where money has become freer than free.

If you talk about a Fed just gone nuts, all the central banks going nuts.

So it's all acting like safe haven.

I believe that in a world where central bankers are tripping over themselves to devalue their

currency, Bitcoin wins.

In the world of fiat currencies, Bitcoin is the victor.

I mean, that's part of the bold case for Bitcoin.

If you're not paying attention, you probably should be.

John Tinsman, welcome to the show.

It's a pleasure to be here, Marty. Thank you.

It's a pleasure to have you on such short notice, too.

I think we threw this together less than 12 hours ago.

I'm excited to have this conversation because we've had an analyst covering the AI space on quite a few times over the last year.

Jordi Viss are probably the most prominent.

I've really liked his coverage.

And I was telling you, before we hit record, I found some clips of you talking about your thesis and what you're doing.

And I said, I had to reach out to John, get him on the show. And for anybody who's unaware, John is the founder and portfolio manager of AOT

Invest, which trades on NASDAQ. He's also the director of procurement and investments at Twin

State Inc. Family Fertilizer business, which is maybe a topic we can get to later. But I think

really respecting your time and jumping into it.

I think first laying out your framework,

and I believe your thesis is low marginal cost, high growth,

...