I just read an interesting perspective from a tech investor who worked at Snap. His point is quite clear: cryptocurrencies simply don't fit into an AI portfolio.

And the reason is fascinating. It's not that they are bad investments or lack potential. It's more that they operate under a completely different logic. He describes them as "a different creature," which quite accurately sums up the idea.

Think of it this way: when you build a portfolio focused on artificial intelligence, you're looking for assets that align with that specific tech narrative. Cryptocurrencies, by their nature, have their own dynamics. They are not just another tech component you can plug into the equation.

What I find relevant here is that this investor isn't saying cryptocurrencies are irrelevant. They just deserve their own space for analysis, their own strategy. They are not a natural complement to an AI strategy.

This is a distinction that many investors should probably consider more seriously. Cryptocurrencies require a different approach, with their own evaluation framework. Mixing everything into a single investment narrative could be a strategic mistake.

It's a reminder that not all tech opportunities belong in the same portfolio, and that's okay. Each asset class has its moment and place.