The Overhang of Commercial Real Estate

Commercial real estate, that story is like the European banks. That's going to fester for a decade and the Fed are going to have to put it on the balance sheet in one way or another. And I had this thought that this concept of store of value is shifting because many people invest in real estate as store of value; there's definitely quite a lot of overhang. It's your system technology or the digital asset ecosystem. Because that's the only thing.