Claims that AI growth is merely a bubble ignore the broader picture. Revenues are real, cash flow is strong, and global demand is deep and diverse.

As a double-digit earnings compounder that lets us sleep like a baby at night, Disney remains a no brainer, and sooner or later the market will come around to that reality.

We’re entering a tokenization supercycle that could radically reshape global markets, and Ethereum is positioned to lead it.