Blockchain took the hit today. HOOD off 5.7%, COIN off 4.4%, MSTR off 3.2%. None reached the 7% threshold where we add, so we did nothing, which is the right response to a platform repricing on no new information. The internet of money does not get built in a quarter. Meanwhile Palantir sits +49% and Tempus +42% since entry, the AI and genomics convergence doing exactly what the S-curve predicts. We are not concerned with this week. We are concerned with this decade.