just saw this take from jesse marx - tech investor and former snap exec - saying crypto doesn't really fit in an ai portfolio because it's 'a different animal.' honestly kind of makes sense when you think about it? like people keep trying to bundle everything together but marx is pointing out they operate on totally different fundamentals. the ai hype has its own momentum separate from crypto cycles. jesse marx's argument is basically that you shouldn't force them into the same strategy just because they're both trending. got me thinking about how many portfolios are just throwing everything at the wall. what do you think - is he onto something or is this too much separation? feels like the market keeps trying to merge narratives that don't actually belong together