
Kevin O’Leary joins us in NYC for an interview about his allocation and views on the digital asset market.
Digital assets becoming the twelfth sector of the S&P was his core framing. He thinks it gets there by servicing the other eleven. He also walks back a position he held eighteen months ago: that everything would standardize on Ethereum. Now he expects sectors to pick their own chains, and says whichever one lands the first major exchange takes the whole prize while the rest lose. He closes on why he's moved to 23% alternatives, his new long in uranium, and why Bitcoin's path to a million runs through the quantum question.
Kevin O'Leary is the Chairman of O'Leary Ventures and Beanstox, and an investor on Shark Tank.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.