@Jetson_Dad I like but don’t want anymore BTC exposure. All the big capital has rotated out of BTC. BTC not going to recover for a long time. Everyone is going to be playing all the huge IPO’s coming out.
Brutal day for us as crypto and tech investors. Historically, the best opportunities in crypto have come when investors confuse volatility with broken fundamentals. It’s hard to look past today’s price action but I strongly believe the long-term adoption story for Bitcoin, tokenization, and digital assets hasn’t changed. Today’s selloff was driven by investors rotating out of the most crowded AI winners after an exceptional run. The fact that many non tech sectors held up well tells us this is a semi and crypto correction rather than a broad risk-off event. If this were the start of a major market correction, you’d expect financials, industrials, and defensive sectors to be getting hit alongside semis. Instead, we’re seeing capital move out of AI infrastructure and into other parts of the market.
Capital has temporarily rotated. Just as investors chased AI in 2023 and memory/semis in 2025, crypto is now experiencing a sentiment washout. These periods often create the foundation for the next advance. The market always searches for the “out of favor” sectors. The risk/reward for crypto and tech at these levels is compelling.
$4 billion in Bitcoin ETF outflows last month tells the story.
Investors are trimming risk, locking in gains, and chasing opportunities in upcoming IPOs and growth stocks.
This isn't a $BTC collapse. It's capital moving where it sees the best return.
Distribution announcement! 🎉
The Nicholas Crypto Income ETF $BLOX and the Nicholas Global Equity and Income ETF $GIAX have released their latest distributions.
$BLOX
Distribution Rate: 36.00%
Distribution Per Share: $0.1236
$GIAX
Distribution Rate: 24.00%
Distribution Per Share: $0.0853
$BLOX up 5% on nav while paying a 36% annual dividend yield.
Meanwhile…
BTC is down 20% in the same time frame.
A lot of people attacked David Nicholas but now glaze the fund.
No apology just hoping everyone forgot their stupidity.