Kevin O’Leary reveals why he slashed 27 crypto positions to pivot into a massive $70B energy infrastructure play, focusing strictly on the dominance of Bitcoin, Ethereum, and the power required to fuel them.
Shark Tank investor Kevin O’Leary joins Jennifer Sanasie and Andy Baehr on Markets Outlook to break down why he recently slashed 27 crypto positions from his portfolio to focus strictly on the "Two Girl Dance" of bitcoin and ethereum, and the massive energy infrastructure that powers them.
Kevin unpacks his 19% crypto allocation strategy, the $70 billion scale of data center development, and why he's moving into private debt markets for turbines. Plus, hear his take on why Solana and other altcoins face a "Sisyphean task" to catch ETH, and his bold prediction for the Clarity Act passage by May 15th.
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Timecodes:
0:45 - Kevin O'Leary's Acting Debut
2:24 - Bitcoin Outlook
4:02 - Why Kevin Only Holds BTC and ETH
10:40 - It's Just Software" O’Leary’s Warning on Solana’s Narrative
15:30 - Why Kevin Says Power is More Valuable Than Bitcoin
19:30 - Why Land & Permits are the Ultimate Competitive Advantage
25:09 - Will Clarity Act Pass Before Midterms?
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This episode was hosted by Jennifer Sanasie.
