Isn't this the same logic I mentioned before? Previously said: https://(x.com)/xingpt/status/1983916320946311436?s=46 From the perspective of major asset allocation institutions, Bitcoin's Sharpe ratio and Sortino ratio are no longer better than gold and leading tech stocks. Before this, Bitcoin significantly outperformed other asset classes. As for Ethereum, Solana, etc., your business revenue and certainty can't validate the valuation. If you're betting on narratives, why not bet on something like Oklo, which has a more exciting narrative? Institutions won't just listen to Bankless and believe that you're the world's computer when you're a company with a market cap of hundreds of billions of dollars.