The effectiveness of crypto/Bitcoin treasury catalysts to drive 50-100% stock gains is predicted to be diminishing ('on the back side').
"it's no longer resulting in the stock going up um 50 or 100% the way it was when it sort of first came out. And that's typically the way these new cycles work. They work they're very effective. You get these huge moves and then they kind of peter out. And so I think we're on the back side."