Jordi Visser: That usually happens through price appreciation. So when an asset class appreciates and you never sell it, you just buy more whenever you believe it just gets bigger. So let's take it back down and go through just crypto versus stocks, non-Bitcoin. Before a year ago, the only part of crypto that I owned was Bitcoin. So I was definitely more of a macro maxi in terms of the way I thought about things. AI is macro. So you also said macro doesn't matter. Macro matters. AI is macro. It's impacting the entire economy, which makes it macro. AI was the dominant portion of my portfolio in terms of AI stocks from a year, let's say the beginning of last year, all the way until June of this year. I started writing a lot, and for those of you who watch my videos, in May, June of this year, I basically started saying, okay, that's it for the fireworks show. We're done with the most explosive time we will have in AI. Now, the reason is I only believe in one stock investment, safety-wise, for me, outside of Eli Lilly. So Eli Lilly is my... Now biggest stock holding again. I'm a very big believer in life extension, but I'm a very big believer in what they're doing, what Ozempic slash Monjaro slash all these things need, but especially for Eli Lilly. The rest of the stock stuff is all AI compute. And so you guys hear this forever and ever from me, and I've said it on stage for years now. There will never be enough compute for the demand side of AI.
So let's take it back down and go through just crypto versus stocks, non-Bitcoin.