The White Noise in Crypto Markets

This year, if you just held BTC or even more intelligently, if you'd held GBTC, you would have outperformed most discretionary hedge funds. I think we're gonna get a spike in Bitcoin dominance over the next month but then what ends up happening is that it starts to peter off. It's easier to make money on a bet on an infrastructure play because you're effectively betting on the index.

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