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i think there's more pain on the downside. >> bonawyn? >> i'm with guy in terms of trying to catch a falling knife, but i do think the relative performance versus iyr is starting to get interesting. >> iyr being? >> the real estate etf, which has a lot of reit exposure. i would look at a pairs trade, where i would use iyr as a source of funds, and i'm deploying capital into itb. and that way, you're still net neutral the overall real estate sub sector, but you, you know, have ong pockets of outperformance. >> courtney, do you like reits, home builders, any of it? you don't have to. >> i think guy, you bring up a lot of great points, but i'm going to take the other side of this. i think longer term, there is a really big structural demand problem. there are not enough houses to go around. i think there's 5 million more households created over the last two decades than homes that have been built. and i think you're going to likely see some of this fatigue. the buyers are going to start to come in. and when the current homeowners are under 4

what do you think, bonawyn? >> i think there's some pull forward.e price action over the period of time. with that said, the nature of this beast is that it has pockets of extreme volatility. and i think that's one of the things that detractors will point to. i do think here, if we're essentially essentially talking about the us being a real data mining, bitcoin mining center and using it for essentially a way to bring the world in, i can understand how that's just basic supply and demand. and then we've already had the halving, the halving event. so listen, over the long term i think there's legs. but in the short term, i think if you're kind of looking to trade this and make an incremental 20%, i think i think that's tough. >> 20% ain't bad. but at the same time, rebecca, you said, what did you say? you can you can pay i couldn't pay you to own bitcoin. >> yes i said that. >> why even in bitcoin. >> yeah i, i don't like owning something that has no intrinsic value that you can't quantify what fair value is. that doesn't have regulatory guardrails.