【機関投資家の選択】
Kevin O'Leary氏がポートフォリオを激変。
・ 27のアルトコインを全て売却
・BTCとETHのみ保有（集中投資）
「電力（エネルギー）を持たざる者は、何も持っていないのと同じだ」
彼は売却した資金を、BitZeroなどの「インフラ」へ再投資したとのこと。
これからの5年間は、単なるデジタルデータではなく、「エネルギーに裏付けられた資産（PoW）」だけが生き残るという、強烈な選別思想です。
この「エネルギー重視・インフラ回帰」の流れは、他の機関投資家へも波及していくのでしょうか？
冬の時代の、新たなシグナルかもしれません。

If you're Ethereum, Bitcoin, or any digital payment systems, if you don't have power, you got nothing. What I did recently is I sold twenty-seven crypto positions and just kept BTC and ETH, because the analysis is clear. You get ninety-seven percent of the entire crypto market's

Kevin O'Leary aka Mr. Wonderful

Twitter

[Institutional Investors' Choice]
Kevin O'Leary made drastic changes to his portfolio.

Sold all 27 altcoins.

Holding only BTC and ETH (concentrated investment).
"He who has no power (energy) has nothing."

He reinvested the funds he sold into "infrastructure" such as BitZero.

This is a strong, selective approach, believing that only "energy-backed assets (PoW)" will survive over the next five years, not just digital data.

Will this trend of "emphasis on energy and a return to infrastructure" spread to other institutional investors?

It could be a new signal of a dark era.

Bitcoin's price briefly touched $60,000 last week. Under a diminishing returns model, this is no mere noise. The market is touching the weakest link in the entire four-year cycle and logarithmic growth framework.

With the gains at the top of the Bitcoin cycle already significantly compressed, a further historically deep correction would completely negate the allure of its classic cycles.

This is not a prediction; it's a mathematical law.

Cycle Top Gains are Compressing

Historical Bitcoin Cycle Tops:

· 2013: ~$1,242

· 2017: ~$19,700

· 2021: ~...

$55,000 will be the lifeline for Bitcoin.

The U.S. Department of Justice (DOJ) has announced a 20-year prison sentence for Daren Li, 42, for his involvement in a global cryptocurrency investment scam. Notably, the sentence was...

The ringleader of a cryptocurrency scam worth approximately $74 million has been sentenced to 20 years in prison.

MegaETH officially launched its mainnet with the goal of achieving 50,000 TPS and a Block Time of 10 milliseconds, deploying over 50 dapps from day one.
MegaETH launches mainnet, aiming for 50,000 TPS and a Block Time of 10 million...