The more the assets value is predicated upon on some kind of, i don't have a great word for this, but hypothetical r to put it in very reductive terms, not predicated on solid cash flow, the more the asset is subject to frenzy. What i notice about companies that are basely cryptic and aim to hold a dollar peg is that those who claim they'r going to make money easily go bust. And what i eventually want to get to is a very nacent theory that i'm still thinking through these days, about what assets are subject to this sort of metic frenzy and what aren't. I'll give you another one. Tize in nicely with the assets

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