bart smith of susquehanna. >> he thinks i have a good point and for example, emerging market in the 2001 wanted to see non-ded dated rushing guys and the brazilians, and that's a good story, and these guys are clearer to the front lawn and bitcoin being a base and i do believe the charts are telling you something and it's important that we are at the pre-futures level. >> you're not always 100% invested >> no. >> where are you right now and what level would cause you to go in for more? >> we are probably 95% long and bitcoin and ethereum is the biggest position right now if we break through 6800 i would be very bullish. in the last month what we've seen is these rallies have sold out off, but not as violently and as bart mentioned we haven't seen a lot of volume on the sell-off in the last month again, i could begrasping at straws, but it does appear that the character of the market is changing below 5,000 i would get very concerned particularly if we had a grinding bull market below that >>> still ahead, tech titans embarking on beautiful sun valley, idaho, as we speak what will they ta