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AMZNMSFTGOOGLVMAPYPLNVDAAMDAVGOBULLISHCore thesis · 5/5

Picks and shovels beneficiaries of crypto adoption

The guest argued the primary investment beneficiaries of blockchain adoption are the 'picks and shovels' providers in cloud infrastructure, fintech/payments, and semiconductors, not direct token speculation.

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