"my guess is that inflation is going to be lower in Q3 and Q4 than it was in Q2. If that's the case, then guess what's going to happen to the multiples on the MAG 7? They're going to expand again."

"The upside case here I think is you are not going to see the you know 10x 20x type bull markets but you're going to get this asset that's going to continue to compound. My base case is 25 to 30% for the next decade. "

"But what I do know is that if you are looking for the end of the Bitcoin bare market, it is closer than you probably think. And if history repeats, it's about 160 days away. "

"I'm not sure exactly, but my best guess is sometime in the second half of this year. And from there, Bitcoin goes back up and all of a sudden, Bitcoin will rise all the way back to that all-time high. "

"I'm not claiming that the Bitcoin bare market is over, nor am I claiming that it's going to happen in the next week or two. But what I am saying is if we look at the historical trends, it suggests that in the second half of this year, we will reach the Bitcoin bare market end. "