Last 15yrs were all about SaaS companies taking over everything, but now we’re realizing our infrastructure can’t actually handle all this cloud-based stuff we’ve adopted. Companies are scrambling to rebuild the pipes, networks, & security systems needed to make all their fancy fkn software actually work together properly. This means infrastructure companies are probably going to have a great 4-5 year run as everyone rushes to fix the foundations.

Nevertheless… Bitcoin is the new global hurdle rate.

Bitcoin is the new S&P.

Simple investment strategy to beat the overall markets:

✅ have a job

✅ stack sats

✅ aggressively buy dips

✅ drink tequila

✅ chill