Ali believes Bitcoin is extremely bullish because sentiment is at near all-time lows while fundamentals (infrastructure maturity, institutional adoption, regulatory progress) are at all-time highs, making it an undervalued category of technology. He explicitly says 'extremely bullish' when asked about Bitcoin's short-term outlook.
AI deep fakes make it increasingly hard to know if online interactions are human. Worldcoin built a technology using zero-knowledge cryptography to prove humanity while preserving privacy. It is a great example of a crypto solution to the provenance problem and is well positioned as the need for digital identity verification grows.