"Our buy zone here actually expects us to go even lower. And then, likely, it will take a few months of grinding, finding a bottom. There is going to be no V-shape recovery. I think that's very unlikely."

"If he stops paying dividend it wouldn't surprise me if this stretch falls to maybe 60 I mean maybe 50 who hell knows it needs to it will fall to the value without the dividend which is like micro strategy stock so you can try to calculate how much that would be. "

"I think there's going to be such a big capital rotation from AI, from all of the tech stuff back into crypto, why you will have AI getting squeezed by political pressures. We don't see it yet, but likely towards the midterms, especially as the next presidential race starts, which is next year, we're going to see more and more of, you know, the candidates who's going to be candidate for Democrat, for Republic. There's going to be a bunch of politicians trying to save the average pleber from AI, which will mean massive AI taxes. "

"I think there's going to be such a big capital rotation from AI, from all of the tech stuff back into crypto, why you will have AI getting squeezed by political pressures. We don't see it yet, but likely towards the midterms, especially as the next presidential race starts, which is next year, we're going to see more and more of, you know, the candidates who's going to be candidate for Democrat, for Republic. "