Lynn, would it be safe to say that the percentage of your portfolio to have in the theorem is not zero in 2021?

I think it depends on on the type of investor and so I I use some for research purposes, right?

So I have some Ethereum in my Ethereum piece. I made the case that

Bitcoin is is certainly non-zero now and that I can see why investors want to have some Ethereum as well

I've not gone to the step of saying that people should have a theorem

And it's because of that centralization problem that essentially, you know, it's it's this it's this environment where

You're changing the engine of a car while you're driving it. So they're gonna change from proof will work to proof of stake

It's been it's been delayed for years

And it because it's a hard problem. It's very hard problem

They've also they keep changing how they're gonna scale it

So you you mentioned proofs for example the person who've been in proofs

There's been there's been there's been inventions over the past four or five years that have that have changed some of their their base case for how they're going to scale their protocol

And so overall my my issue with some of the smart contract platforms is that they seem like they're going to tend towards

Centralization and and you see that with the Solana versus Ethereum comparison where a more centralized blockchain comes along

That's more efficient because it's more centralized and then people start kind of flocking to it the excitement goes there

The the the defy grows a little bit quicker there than on Ethereum because there's lower fees and they again, they don't fully understand the trade-offs

But as long as working they don't really mind too much and so overall I think that you know

It's it's fine for people to obviously the spectrum right so Ethereum is the only other asset that in the space that I consider to have a serious network effect

Right so so Bitcoin is the only one that I consider money the other ones I consider tech equities and then

When we look at network effects Bitcoin and Ethereum have serious network effects and everything else is is you know more and kind of like startup mode, right?

So I I kind of have those couple different buckets there and then I let investors do what they what they want to do with that information

Right I my my jobs not necessarily tell people about their allocations

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