Everyone expects the markets to go down. However, if you rationally look at the outcome of the Midterms and the expectations, this setup of the House, the President, and the Senate is, historically, the most bullish ever. On top of that, the need for blockchain payment rails for AI has increased significantly, and there's strong product-market fit in the industry. This feels like 2017 all over again, which is why our core thesis remains to allocate capital to fundamentally strong base assets after this market correction.