Called by Equity Mates Investing Podcast on 2026-08-31 · horizon: long-term, a few years
“Bitcoin is not crypto... Bitcoin's got the same dynamic, except it's also got an adoption curve on top of it. And we're approaching very slowly, it take a while, but we're we're we haven't got to the exciting part of the s curve yet... Does Bitcoin have superior properties than than gold? I would say yes. Is it reasonable that it takes some of gold's market share? Yep. And let's say let's say it captures half of gold's market share over the long term. Right? Well, that's still a 15 x from this point.”
No settled horizons yet — outcomes appear at 30/90/365 days.