🔴 [E844] SaaS doomsday scenario has merit in some cases but is overblown. Companies with multiple business lines won't go out of business due to AI infrastructure debt. Opportunity for dividend yields.

🔴 [E829] Crypto allocation remains the same. Just another downturn to live through.

🔴 [E543] Crypto allocation remains the same. Just another downturn to live through. Will wait it out.

💬 [E548] Raoul treatment of RVIP is super weird. He ACTIVELY avoids any interaction. It's like we are in isolation in a desert habitat.