AI data center miners are identified as the most leveraged play in the current cycle, with margins going parabolic when Bitcoin price doubles.
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The creator advises against buying spot Bitcoin directly, instead recommending 'proxies' like MicroStrategy...
May 7, 2026
The creator advises against buying spot Bitcoin directly, instead recommending 'proxies' like MicroStrategy (MSTR) and AI data center miners for potentially higher multiples. They argue that these companies offer leveraged exposure to Bitcoin's upside without direct custody risk, citing MicroStrategy's significant Bitcoin holdings and the revenue capture of platforms like Robinhood (HOOD) during bull markets.
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Robinhood is highlighted as a platform that captures crypto volume surges directly in revenue, offering upside without custody risk.
MicroStrategy is recommended as a leveraged play on Bitcoin, offering higher multiples due to its significant Bitcoin holdings and market pricing of a volatility premium.