Visser predicts that this huge profit on exchanges will eventually be realized, and investors will direct this capital into growth assets such as Bitcoin. The strategist, expecting a significant influx of money into cryptocurrencies, especially in the second half of the year, adds that he has already taken positions in this growth through stocks of companies like MicroStrategy. Visser states that high P/E ratios (price/earnings) for Nvidia and other semiconductor manufacturers do not pose a risk, but rather represent "expectations of future bottlenecks." The strategist notes that investments are now shifting from software to energy, computing power, and infrastructure levels.#USSeeksStrategicBitcoinReserve