Two great thoughts from it:

“The markets really been set by people with more money than you but with less knowledge than you. They’ve got broken models in there using conventional metrics. “

“The people that understand bitcoin are maximalists, which means they’re not in the market setting the price. All of the maximalists are all in and they dollar cost average. So the maximalists are not setting the price; The traders that don’t really understand bitcoin are setting the price”