But before we do that, let's just talk like, yeah, how are you viewing this market? We've had a couple weeks of, I don't know, number go up, so I'm curious how you're thinking about the market today and how, how you're allocated.

Yeah.

No, I'm, I'm, I'm pretty long.

Uh, I haven't really been taking profit on any, on any of the positions yet, just, just holding steady.

It, it feels like there's still legs.

I think, you know, the market got a, a bit caught off sides, uh, on the Bessent news that there are gonna be, you know, basically some form of, of QE through long end of the c- of the bond curve control, and that was a, a catalyst in a, in a time where everyone agreed that the markets were kind of bottom-y, where, you know, nothing was really happening and, and Bitcoin was just chilling.

And so if you had one, uh, light to kind of ignite the, the fuse and, and you had this big short squeeze.

So we've got Venice, Grass, Hype, Lit, Zcash, and I think there's one more.

Um, is this, is the market slow, or is it, is there some other bias, or is this, this is how things go, man? There's gems just hidden right in front of your face.

No, it's a great question.

Um, so I'd say it's definitely undervalued now if you look at the current revenue and the multiple, um, uh, you know, sitting at, if you just use kind of market cap to current revenue, uh, call it eleven times.

But ul- but ultimately, it, it is more of a future growth story.

And so it's a bet on whether or not they can continue to deliver on the growth that they're seeing right now.

So why is it trading here? I think it's repriced a bit.

Um, I think... and, and it's, it's basically only touched by the crypto crowd, naturally.

You, you don't necessarily see the exact same way, but you think also has legs in, in a similar way.