You need to understand that the AI play for now is very squeezed and unless there is a massive breakthrough soon that requires massive capex, it’s in late innings of the first round just like the internet in 1999 or the telecom bust in 2000-2021 but of course it’s not over and it will reaccelerate in the future but for now investing in early stage AI is you being dumped on by illiquid VCs underwater. Robotics is very interesting but it’s 1-2 years out for mainstream adoption and the space wars are here but it takes times and the use cases right now are mostly military. Starlink is the only product at scale that found product market fit for now. Surveillance and imaging is very crowded and there is limited TAM for it. Going to the moon and mars sounds cool but realistically speaking there is no ROI at scale on that at all. We currently have no need for either and is more a Cold War style race with China to plant presence in both with tax payer capital. I fully support it as some of the most interest tech developed for space trickles down into a lot of other industries like fully automated manufacturing, robotics, software defined design and 3d printing. I still see crypto with the infrastructure to onboard trillions from tradfi with near monopolies to be the best bet to make money for whatever is left of this cycle. Monopolies in crypto don’t come from 0 to 1 breakthroughs but through actually solving problems in finance about interoperability and instant secured and guaranteed settlement across thousands of silos but it’s mostly groundwork of constant meetings and partnerships and iteration from customer needs just the way Chainlink has done. It’s not fancy work but it’s important work that someone has to do. Once you cement yourself at the government and institutional layer as the platform of choice it’s very hard to be disrupted. In the medium term the blockchain/AI symbiosis is the most underestimated aspect of crypto because verifiable truth is gonna play a massive role in a world where every entity with the right tools can warp reality to their liking. Decentralized systems solve this both for AI agents to operate on and to keep them in check. $LINK is my biggest position and I don’t foresee that changing in the near future. I’ve considered adding a significant position in $TSLA as well but that one is gonna take a little longer. Until energy, autonomy and robotics scale for now we still have a couple quarters of bad numbers from their main business; selling cars. Markets tend to look 6-12 months into the future so I do see alpha from here but no euphoria in the near future. Also, I don’t know how we all missed Xiaomi as the first time Apple’s business has been tested and I believe they are the only company apart from them that has the best consumer hardware products in the world. You might not see them in the US but outside they are massive and the quality is superb. In my opinion in the long term it goes to a trillion too we are just a little late. Also I dumped all my luxury watches like Blur bids into dealers as I believe it’s a terrible asset long term from here. I just kept one and will be buying a Patek grail next and call it a day. To conclude.. land in Argentina on the Patagonia region.