Why Are People Reallocating to Big?

With SBB, I think what was kind of interesting is that Bitcoin led the S&P. It just happened that Bitcoin went up first and went up faster. People are allocating to it based off of, okay, well, this is stimulus and this is some sort of narrative. So therefore, we're going to bet on this thing. And so the reason that that's important is that when you get these headlines now, like first republic failing or West failing or Western alliance failing and you get a move up from Bitcoin, if you don't see the equity markets doing the same thing, then you might want to state it.

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