In short: "Look at these quantum stocks — IonQ's up 6%." Cited (with Rigetti and D-Wave) as the day's evidence of "a bull market with a lot of crazy stocks doing crazy things" — risk appetite that in his framework should be bullish Bitcoin, not a recommendation.
41:31Look at these quantum stocks, right? IonQ's up 6%. Rigetti's up at 10. QBTS, these stocks are up 10. So, in this kind of a bull market with a lot of crazy stocks doing crazy things, it should be fairly bullish for Bitcoin. But the bottom line point that we make in the book is that because of that inflation and the fiscal and monetary response, because of the overdosing on fiscal, you're overdosing on capex, that should be good for hard assets.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.