"SpaceX, OpenAI, and Anthropic all IPO-ing within the coming months. Why are they IPO-ing within the coming months? Because it's kind of a race now, who's going to get all of the money? Because these are some of the biggest IPOs in history."

"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. "