Thats a pretty bullish statement from a very smart and also very critical investor. Love him or hate him (most probably hate him) he does his research and knows finance.
One thing to note is that he says compliance is a huge issue for more institutional investments getting involved in the space.
Personally that makes me think that if the compliance hurdle is cleared that could open the flood gates. I work for a company that lives in daily fear of compliance issues so I know the freeze it can put on things.
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