00:04These things have to happen on a blockchain, right?
00:09And so there is an ability to invest in, you know, those blockchains themselves through those tokens.
00:13We talked about Ethereum and Solana earlier.
00:15There's also, you know, public companies like Circle who are stablecoin issuers today.
00:20We're going to see a lot more public companies in crypto or in, you know, blockchain infrastructure.
00:26Securitize, which is a tokenization platform, is going public through a SPAC here in the U.S.
00:32We're starting to see there's a publicly listed company in Hong Kong called OSL, which is actively working on a
00:40lot of cross-border payments infrastructure right now for stablecoins using both Hong Kong dollar and U.S. dollars globally.
00:46And so we're seeing a lot of companies, infrastructure companies, protocols themselves build for this future that we're talking about
00:55today.
00:55And so there's a ways to get exposure if you spend a little bit of time looking at those public
01:00companies, looking at those, you know, infrastructure tokens.
01:04I also expect to the thing that we talked about earlier, which is, OK, well, so AI and crypto, they're
01:11going to come together because blockchains allow for programmatic money.
01:14And so it allows for programmatic money movement, programmatic trading, programmatic asset issuance.
01:20And that is a world where we're going to see a lot more AI agents and agentic infrastructure being built
01:27on top of because this is the only place where you can take a software layer and create and move
01:33money programmatically in a digitally native way.
01:36And so just having exposure to that ecosystem is going to be a large part of where I see this
01:40world going in the future.
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