You've got the Defiance Daily 2X MicroStrategy ETF. How is demand for those sorts of leveraged products on MicroStrategy at the moment? Demand is on fire. That's the best way I can put it. You know, we've seen billions of dollars

of assets flowing into this ETF. It's by far the fastest-growing ETF that we've ever seen. And I think the reason is that, you know, Bitcoin has just taken off, and whether that's because of the commercialization of Bitcoin, ETFs holding Bitcoin, you know, favorable

policy with the new government coming into office, I just think that there's this huge tailwind. And who is the best proxy for Bitcoin? It's MicroStrategy. A stock listed on an exchange as a single name. It trades as a leveraged,

you know, version of Bitcoin, and we've now leveraged it two times. And so this, you know, short-term volatility; traders love the ETF, and it's just been wildly popular from an institutional perspective as well as a retail perspective. Absolutely.

Both institutions and retail. I think what's great about the institutional angle is that some institutions are still sort of wary about holding Bitcoin itself, whether it's through a digital wallet or using an ETF for it. But, you know, MicroStrategy is just a

stock, right? That trades on an exchange. And so they are able to put that in their portfolios. And I think that shores up a lot of demand, a very volatile holding in portfolios. Talk to us about, therefore, when you're

Looking at the hype cycles around, whether it's crypto or AI, I'm comparing and contrasting how much you're still seeing people wanting to pour into the infrastructure side of AI.  Do your ETFs have exposure to that?

Ever since the ChatGPT moment and now the Google Willow moment, and, you know, crypto and the buzz around that, there are trillions of dollars of cash sitting on the sidelines. There's the biggest wealth transfer of our generation happening as we speak.

And, you know, Gen Z, Millennials, Gen X...the younger traders, this is where they're allocating their funds to. And retail has definitely spoken, and institutions have definitely spoken,

and they're looking for that fourth industrial revolution allocation. And the biggest trades right now are basically quantum and MicroStrategy. Let's go into quantum because we just had Jack Hidary on from SandboxAQ and he was talking about how we're starting to see quantum theory be put into practice.

You just mentioned Willow and the breakthroughs over at Google, which are stock people should be looking at. Are they only dominating the big companies that have exposure to quantum, like an IBM or Google, or are they going smaller?

Yeah. So we kind of looked at this space. And what I like about what Jack explained is his company has the A and the Q, the AI and the quantum. So chatbot AI is, you know, kind of...

Version one quantum is taking everything to the next level. So you need quantum in order for it to be efficient. You need to process that data quickly. It will help, you know, essentially healthcare, cryptography, aerospace and defense, blockchain

technology. Anything you can think of will be better too, with quantum supercomputing power. And so the most popular stocks right now are a combination of large caps and small caps. Right?

So you have like the IBMs, the Googles, the Nvidias. Some of these companies are actually very relevant: HP, IBM. And then the smaller names that are just taking off, hundreds and hundreds percentage points of performance, are companies like D-Wave, IonQ.

Regarding computing, we actually married them in our ETF, Quantum. So you have the large caps and the small caps, so the balance and the quality earnings with the high flyers and the movers that are just winning. Just look at these high flyers. Moment like basically 1,000% on D-Wave Quantum over the last year to date, 200%.

How cautious have people been getting into these wildly volatile names, even if they are up into the right? Yeah, I think tech people have been doing a combination of both, right? So they're getting into these smaller names, but they're also looking at things like the ETF to have a...

Yeah. And, you know, you want to kind of like balance it with the Googles, right? I think Google is a company that has many, many things that can perform quite well. And so it kind of balances your risk on the small caps.

But also, again, it comes back to the administration. The administration is very favorable toward quantum, you know, rate cuts, you know, kind of more freedom for M&A activity in theory. And so that backdrop also helps, along with just the super high-flying technology that's moving forward.

AI Demand at All-Time High, Says Defiance CEO Jablonski

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디파이언스 데일리 2X 마이크로스트레티지 ETF와 급증하는 수요에 대해 논의합니다.

수십억 달러의 자산이 이 ETF로 유입되어 역대 가장 빠르게 성장하고 있습니다.

이러한 성장세는 비트코인 상용화와 ETF, 우호적인 정부 정책으로 인한 비트코인의 도약에 기인한 것으로 보입니다.

마이크로스트레티지는 거래소에서 거래되는 레버리지 버전으로 비트코인을 위한 최고의 프록시로 간주됩니다.

비트코인을 직접 보유하는 것을 경계하는 기관은 MicroStrategy 주식이 적합한 대안이라고 생각합니다.

암호화폐와 AI에 대한 과대광고와 인프라 투자에 초점을 맞추고 있습니다.

이러한 기술에 투자하는 젊은 세대에게 수조 달러의 부의 이전이 진행 중이며, 수조 달러가 부업으로 활용되고 있습니다.

소매 및 기관 투자자들은 4차 산업 혁명, 특히 퀀텀과 마이크로스트레티지에 대한 투자 비중을 늘리고자 합니다.

관련 기업을 포함한 양자 컴퓨팅과 그 실제 응용에 대한 토론.

양자 컴퓨팅은 효율적인 데이터 처리를 위해 필수적인 현재의 AI를 뛰어넘는 다음 단계로 간주됩니다.

양자 컴퓨팅은 의료, 암호화, 항공우주, 국방, 블록체인 기술 등 다양한 분야를 발전시킬 것으로 기대됩니다.

인기 있는 양자 관련 주식으로는 IBM, 구글, 엔비디아 같은 대형주부터 D-Wave, IonQ와 같이 실적이 우수한 소규모 기업까지 다양한 종목이 있습니다.

퀀텀 ETF는 대형주 및 소형주를 모두 섹터에 포함시켜 균형 잡힌 접근 방식을 제공합니다.