Bitcoin kind of tells me that the next time it breaks higher this time, if it does, when it does,

whatever the case is, I don't think this one is going to stop as quickly. I think you're a lot

of people that have been selling for a long period of time that have been moving out.

And I know retail and ETFs are buy and hold and they're going to be raising their weightings.

And so I wrote a piece on this,

on the Bitcoin IPO. I believe we've had a massive distribution of which makes sense.

And I think eventually when it breaks higher this time, I don't think it's going to stop.

We've had a bunch of cycle investors on the podcast. Most of them are bearish. Most of them

have said crypto has not yet bottomed. of them are bearish. Most of them have

said crypto has not yet bottomed. They're not bearish over the long run, but they're bearish right now.

But our guest today is definitely not that. Jordi Vassir, he's not one of them. He's bullish now.

He thinks Bitcoin is already bottomed. He thinks that the crypto winter will be the mildest ever.

He thinks inflation and AI is going to

drive investors towards what he calls a scarcity portfolio. We get into that portfolio on today's

episode because he is front running it right now. What's his thesis for this new regime? What are

the best assets to own? We talk about all this.

One thing I've noticed, Ryan, lately, is that previously in early years of bank lists, we would have guests on the show, and they would be like, I'm bullish or I'm bearish.

And that's not what the pattern that I've picked up on lately.

There's been a lot more people who I think are uniquely bullish in some parts of the

market and bearish in other parts of the market, more so than I've ever seen in the past.

Jordy, I think, articulated this very precisely, where he's like, these are the assets

that are going to go up. These are the assets that are going to go up. These are the assets that

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