In this episode, Robert breaks down the myth that early Bitcoin investors simply “got lucky” and explains why surviving extreme volatility is the real price of outsized returns.

He unpacks what recent crypto capitulation signals about leverage, sentiment, and long-term opportunity, and shares how he approaches multi-year positioning during historic drawdowns.

The conversation also dives into the current software stock selloff, the shifting AI narrative, and where fear may be creating selective opportunities across tech and financial infrastructure.