The big pivot: O'Leary has moved capital away from smaller tokens to focus on physical infrastructure like land, power, and copper.

• He believes power is now "more valuable than bitcoin" and has secured significant land deals with stranded natural gas in Alberta and the U.S.
• His thesis is driven by the massive energy needs of bitcoin mining and AI, noting that entities controlling power can serve either market.
• He advises investors to look at copper and gold, noting copper prices have nearly quadrupled for his projects in the last 18 months.
• He views Robinhood and Coinbase as "no-brainer" infrastructure investments, having reallocated capital from altcoins into these platforms. He describes Robinhood as the premier bridge for managing equity and crypto in one portfolio, while labeling Coinbase the "de facto standard" for businesses to manage stablecoin transactions and vendor payments once regulatory acts pass.