The Uncertainty of Regulation in Crypto

Ben: How do you both view the price action today? Because I'm looking at these prices and it almost does feel like a bit of a narrative violation. Bitcoin's up 70% on the year; ETH is up 50%. Solana's up 2x, Lido's up 150%. AVAC's up 60%. Cosmos is up 20%. So we're in the light of like, we've nuked every company. Half the reputations are dead. The whole industry, if you don't work in the industry, is kind of a laughing stock. But prices right now are two times off the lows. Sante: You can underwrite a thesis around crypto, XUS,

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