Lay or Two?

Ema: I want a wrongthink. Ema, i think if you're talking about applying probablistic thinking to your investment thesis, in order to do portfolio allocation? Your giving way too much credit to the majority of our hearers. Ah, it seems like maybe investing in lay or two stuff is a theme right now in the ecosystem because everybody sees that it's coming. And then secondarily, what do you think about the liquidity challenge for when lay or two shows up? "I'm not sure how yo play o ais is something that nobody would know by"