“I have the simplest possible investment thesis.
Every morning I look at the state of the Bitcoin network and see like our transactions coming through. What are the ages of coins spent yesterday? What's the mempool look like and everything's fine.
So I buy more. I literally have never made an investment decision based on news and Bitcoin. A 100 percent just the health of the network.
That's all you have to do.”
From Bitcoin Audible: Guy's Roundtable_011 - Treasuries, Politics, Quantum & Why This Cycle is Different, Jul 31, 2025
https://podcasts.apple.com/us/podcast/bitcoin-audible/id1359544516?i=1000720013438&r=1957
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