The contrast: The investor offered a harsh reality check for altcoins, which he dismissively refers to as "PooPoo coins." O'Leary sold 27 positions in October, arguing that sovereign wealth funds and indexers only care about Bitcoin and Ethereum. He claims these two assets capture over 97% of the market's alpha, making other tokens "worthless" to large allocators. Despite hype around Solana, he views it as "just software" facing a "Sisyphean task" to catch up to Ethereum's marketing and adoption. W ...