Let's see how it goes.. especially if we might look at a cycle or two down the road.. and whether they are building and/or growing at similar rates or different rates.
I read further in the link shared and it seems he's skeptical towards Bitcoin
Thinking it might be an attack on the US Fiat by the Chinese
This shows he's likely in for the quick profit and would bolt during a winter.
Diversification existing in Same industry doesn't mean much, if anything happens to Bitcoin they all suffer more
Hence Strategy seems less risky. His only strength is he can choose to take profits anytime.