Not a bubble at all. I think you are wrong on this one.
It's the beggining of the supercycle
The risk of these companies' custodian losing bitcoin is there. So I agree don't over allocate.
Though I trust Saylor in being bulletproof solide on the custodian side.
Same for Metaplanet wirh Dylan Leclair
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Trust is solved. Because you cant. Thats the invention. Thank you satoshi 🧡