These are clearly speculative assets. There is no cash flow. This is more of what i would think of as your art portfolio, wine, watches, lux goods. And the adoption of bit coin is, it's a very interesting thought experiment to think about a global currency with limited units that people might put on their balance sheet as a stable source. But in the short term, you can have definite speculative boom and bust. I consider this all wildly speculative, but i also find it very exciting. The reason whya i probably switch between technology and asset is, to me, this is a very speculative market that i want to learn about.

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