some of the bigger strategy from the 2.5 hour call - trump is pro crypto so we like him for that but more than that him and the fam have strategically positioned themselves so aggressively to profit from the industry (borderline too much if not definitely too much) that is has to go up during this administration - the us debt is out of control and any idea that doge was going to curb it in any meaningful way is certainly wrong. might make a nice headline or two but basically it is business as usual with the aggressive spending - comfortable holding more btc as % more than ever, its performing excellent on any reasonable timeframe and is making private investments look increasingly bad - hyperliquid offers the best opportunity in crypto right now (i) spot price appreciation it is better than many of the assets above it (ii) potential further airdrop of more hype to users (iii) hyperevm protocols shall have tokens too (iv) hyperliquid team is small only ten people, so they want to allow very valuable protocols to be built on top of hyperliquid because they physically cannot do it all themselves (from latest jeff interview) (v) unit - kaito is such a boss protocol and brilliant product. the rollout of the infinex rewards programme has capped a week of huge announcements for them with virtuals and other prominent ecosystems too. there is a movement to cut off a proportion of EVERY TGE and distribute to yappers/kaito ecosystem in some way. this is a golden era for creators and is worth a healthy proportion of time - robotics continues to interest us and we continue to look for ways to get exposure to this huge wave which is coming didn’t really talk memes or riskier alts in great detail, that’ll be another convo i think