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SECTOR ETFBITQBLOKBULLISHCore thesis · 5/5

No single ticker was named. Crypto & blockchain ETFs are one way for retail investors to get exposure. Not a recommendation.

Crypto at the pre-inflection S-curve point

The thesis presented was that crypto is in a 2003-2004 internet analog phase - blockchains are now cheap and scalable, setting the stage for a major user inflection.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE