Bitcoin and Power Infrastructure Investment

Well, listen, you said you think Bitcoin's big.

It's nothing in the context of the global market,

FX market,

currency market,

commodity market, asset market.

It's nothing.

And so it's going to remain nothing.

Bitcoin's 1.3 trillion.

It's nothing. I know that sounds like a lot of money.

It's nothing. It's nothing.

Ethereum's $230 billion. That is nothing in the context of global sovereign wealth holdings.

It's lunch without protein.

So do you think the better play to get exposure responsibly is Coinbase,

Robinhood?

I own all those.

I own those. And those are infrastructure.

They're in my crypto basket, I call it that.

I actually think the play that will outperform until we meet again, so to speak,

will be just pure power.

If you invest in power infrastructure, that's turbine manufacturers,

transmission manufacturers,

companies that are aggregating power contracts from nuclear and hydro.

What's the best place to do that in public markets?

Well, for me, I'm not recommending this to anybody, but for me,

the country that's winning, countries that are winning are the Nordic countries.

So for me, the one that's performed the best has been BitZero

because all it's done is said, it used to be a Bitcoin miner,

it cast it away and said, we don't do that.

Yeah, but somebody that's not an accredited investor is looking for a public market exposure.

That is public.

It's Nasdaq.

End of transcript · 234 words

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