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[@billfour](/creator/twitter/billfour)
"the market doesn't believe the management teams intend on closing those gaps or are capable of doing so. it is pricing them as liquid resource piles less ongoing cost drag and execution risk"  
[X Link](https://x.com/billfour/status/1978449604191334765) [@billfour](/creator/x/billfour) 2025-10-15T13:15Z 20.3K followers, 16.7K engagements


"Cant say the same about ethereum"  
[X Link](https://x.com/billfour/status/1978503036767998199) [@billfour](/creator/x/billfour) 2025-10-15T16:47Z 20.3K followers, 49.1K engagements