hey Rob what's going on brother just doing a mic check mic check mic check
hey Rob what's going on brother just doing a mic check mic check mic check
all right it sounds good beautiful man we'll go ahead and get started uh in about
all right sounds good beautiful man we'll go ahead and get started in about a
So we'll just let the crowd filter in man. But in the meantime brother, how have you been man?
brother how have you been man how's the how's the market been treating you brother
How's the how's the market been treating you brother?
yeah same way as everybody else been treated good days bad days
Same way as everybody else been treated good days bad days
all right well go ahead and get started now what's going on everyone welcome back welcome
All right, well go ahead and get started now what's going on everyone welcome back welcome back
back hope you guys are doing okay wonderful day wonderful week man um you know i'm really glad
Hope you guys are doing okay
You know, I'm really glad to be here with Rob. It's been a couple of months since he's been on the show
to be here with rob it's been a couple of months since he's been on the show so it's going to be
So it's gonna be great catching up with the man. So
great catching up with the man so uh rob brother man first and foremost how are you and how's your
Rob brother, man, first and foremost
How are you and how's your day been going?
day been going pretty good i mean i just did a i just did a giveaway eight thousand myro
Pretty good. I mean I just did a I just did a giveaway
8,000 myro Solana meme coins is that it was our third day. We did it
salana meme coins as uh it was our third day we did it i think it was like three days ago we gave
I think it was like three days ago. We gave away 10,000 and this then two days ago
away ten thousand and then two days ago uh yesterday we gave away no two days ago another
Yesterday with the giveaway. No two days ago another 10,000 and today we gave like 8,000 away
ten thousand and today we gave like eight thousand away so that was fun i mean they're
So that was fun. I mean they're mean coins. So that's exactly as good as they did
meme coins so that's exactly as good as they get but uh the market's been pretty uh sideways action
But the market's been pretty
Sideways action. I mean here and there except for the altcoins chain links booking pretty good
i mean here and there except for the alt coins chain link is looking pretty good salana looking
Solana looking pretty good. So yeah, I think this is like the calm before the storm because
pretty good so yeah i think this is like the calm before the storm because halving's coming up and
Having's coming up and historically if that's the that's the good time
historically that's the that's the good time yeah and and usually like at the middle of q1
Yeah, and usually like at the middle of q1
uh there tends to be like a flourishing sort of mini alt season and you know speaking of meme
there tends to be like a flourishing sort of mini alt season and
You know speaking of meme coins and all this stuff now Rob hear me out. This is some dubious speculation on my part, right?
coins and all this stuff now rob hear me out this is uh some dubious speculation on my part right
um when it comes to like these new infrastructure platforms like alt vms and all that stuff i've
When it comes to like these new infrastructure platforms like alt VMs and all that stuff
I've kind of had this feeling in the back of my mind where it's like in order for these platforms to be attractive to
kind of had this feeling in the back of my mind where it's like in order for these platforms to
be attractive to you know retail basically people outside of our landscape there has to be
You know retail basically people outside of our landscape
There has to be this sort of like mascot this this sort of relate ability where it's like, you know
this sort of like mascot this this sort of relatability where it's like you know how can we
How can we take the same virality virality?
take the same virality virality from broj and all those things and implement them on these uh on
from bro, Jen all those things and implement them on these on these core infrastructure products and I kind of think
these core infrastructure products and i kind of think that for the next cycle when it comes to
That for the next cycle when it comes to these new infrastructure platforms that don't have tokens yet
these new infrastructure platforms that don't have tokens yet i think they're gonna have to have like
I think they're gonna have to have like, you know some sort of meme coin ish
you know some sort of meme coinish uh further brand right like we have uh Injective has a meme
further brand right like we have
Injective has a meme coin
coin soul has a dog with hat avalanche has one and i'm kind of thinking like you know
soul has a dog with hat avalanche has one and I'm kind of thinking like, you know are
are are meme coins here to stay man what are your thoughts on that
Our meme coins here to stay man. What are your thoughts on that?
you know uh i'm gonna have one i'm gonna have a mic be investor tomorrow afternoon and he's big
I'm gonna have one. I'm gonna have on Mike the investor tomorrow afternoon and he's big in a meme coin
into meme coins so i'll ask him that same question but yeah i can see that i mean it makes sense
So I'll ask him that same question. But yeah, I can see that. I mean it makes sense because it's
because it's it's a funny thing i mean it's a it's a really funny thing because in in this market
I mean, it's a it's a really funny thing because in this market
let's let's all be honest and that is that some of the stuff we own doesn't do shit and
let's let's all be honest and that is that some of the stuff we own doesn't do shit and it seems
It seems like we're just kind of playing the speculation game the big thing like there's always this example that haunts me
like we're just kind of playing the speculation game the big thing like there's always this example
that haunts me it's it's this web 3 game called alluvium and alluvium if you look it up
It's it's this web 3 game called alluvium and alluvium if you look it up
To take a peek at like, you know back in the day
to take a peek at like you know back in the day in the 2021 era which was a great time i just i
Era, which was a great time. I just I do love those those bull markets
do love those those bull markets but alluvium back then i mean it reached all the way up to
But alluvium back then I mean it reached all the way up to almost to that like 1700 bucks
almost two thousand like 1700 bucks it had no no game to it it had a promise it had a white paper
It had a promise that had a white paper hopes and dreams and nothing and now it has a real working game
hopes and dreams and nothing and now it has a real working game that people can download and play
That people can download and play they can trade their NFTs the tokens being used in game
they can trade their nfts the tokens being used in game they have three or four different games
They have three or four different games within it and that token that same coin. They were 73 bucks
within it and that that token that same coin they were 73 bucks so like when i see all these like
So like when I see all these like infrastructure plays like like D pin and thing with that
infrastructure plays like like d pin and thing like that i mean those things can actually work
I mean those things can actually work
The question is is is the virality there for like the degenerates to really get behind those projects and say I want to do that
the question is is is the virality there for like the degenerates to really get behind those
projects and say i want to do that or maybe i want to do a dog with hat because i'm a gambler
Or maybe I want to do a dog with hats because I'm a gambler
So these are the things I'm always thinking about about what's really good
so these are the things i'm always thinking about about what's really going to make it
I'm gonna make it is it gonna be the actual project with you know real world
is it going to be the actual project with you know real world you know utility or just some
You know utility or just some BS token that people want to pile into for a bit. It doesn't matter
bs token that people want to pile into for a bit it doesn't matter it's just it's the free market
It's just it's the free market
yeah there's this uh there's this there's this one vc um i don't know how to pronounce his name
Yeah, there's this uh, there's this there's this one VC
I don't know how to pronounce his name, but it's it's
but it's it's q-a-u and then wang and like okay his his uh his core like thesis for the cycle is
QA you and then Wang and like okay is his
His court like thesis for the cycle is basically just trite tracking virality, right?
basically just trite tracking virality right just left curving this cycle because his whole thesis
just left curving this cycle because
His whole thesis is like this cycle that we're in right now is the last quote-unquote crypto
is like this cycle that we're in right now is the last quote unquote crypto cycle right
cycle right quote-unquote cycle as we know it and
quote unquote cycle as we know it and you know if we're going to have this eth etf salana etf or
You know if we're gonna have this eth ETF Solana ETF or you know
you know just an etf with a multitude of digital assets then i think the four-year cycle is probably
just an ETF with a multitude of digital assets, then I think the four-year cycle is probably broken after this one and
broken after this one and the meta of finding things a lot easier probably becomes a lot harder
The meta of finding things a lot easier probably becomes a lot harder because man these tradify firms
because man these trodfi firms i'm sure you know rob that you know they hire dgens to do all their
I'm sure you know Rob that you know
they hire dgens to do all their research right and if we just take a look at
research right and if we just take a look at let you know how these etfs have performed in total
Let you know how these ETFs have performed in total. They now comprise of over 3%
they now comprise of over three percent uh in btc holdings in the entire circulating supply
in BTC holdings in the entire circulating supply and
and you know i'm thinking you know what does this look like for the next cycle right like
You know, I'm thinking, you know, what does this look like for the next cycle, right? Like
What if these guys just start accumulating a bunch of soul, you know a bunch of Celestia and all those things like
what if these guys just start accumulating a bunch of soul you know a bunch of celestial
and all those things like how is the market going to look like you know in 2026 2027 would love to
How is the market gonna look like, you know in 2026 2027 would love to know your thoughts on that brother
know uh your thoughts on that brother totally smokes i can't tell you what's going to happen
Totally smokes. I can't tell you what's gonna happen tomorrow. I can't even imagine 2026 27
tomorrow i can't even imagine 2026 2027 i i can't say since like since i've been in since 2017 it
I I can say since like since I've been in since 2017 it always repeats itself
always repeats itself so like when you like when you talk when you talked about that that bc
So like when you like when you talk when you talked about that that VC
Who said that it's all by morality and he just tracks, you know, just how many things are blowing up and
who said that it's all by morality and he just tracks you know just how many things are blowing
up and what it means to be i think he's right because what's what usually happens is this
What it means to be I think he's right because what's what usually happens is this?
You're gonna get people who when we get into this this bullish sentiment
you're going to get people who when we get into this this bullish sentiment they're going to start
They're gonna start to believe that the technology is here and it's mass adopted and everybody's gonna use it
to believe that the technology is here and it's mass adopted and everybody's going to use it and
And even though it's a small percentage that the technology has caught up and the price will never go down and it happened in
even though it's a small percentage that the technology has caught up and the price will
never go down and it happened in 2017 and it happened in 2021 and it's going to happen in
2017 and it happened in 2021 and it's gonna happen in
whenever the next big blow-off twenty twenty four twenty five and I've
whenever the next big blow off 2024 25 and i've i firmly believe that uh a lot of the new people
Firmly believe that a lot of the new people that are gonna come in they're gonna fall
that are going to come in they're going to fall they're going to fall for that as they usually
They're gonna fall for that as they usually do. I don't make the rules
do i don't make the rules this is how it usually happens and when they come in they're going to be
This is how it usually happens and when they come in they're gonna be told to
told to diamond hands and this is how it's going to be and this is the new paradigm shift and they
Diamond hands and this is how it's gonna be and this is the new paradigm shift
and they don't realize that the undertones is just the virality and
don't realize that the undertones is just the virality and uh i know people will say well you
I know people will say well, you know, there's math adoption here right now
know there's math adoption here right now but again there's tons of of examples where i mean
But again, there's tons of of examples where I mean the technology just hasn't caught up enough
the technology just hasn't caught up enough and the price action will dwarf the actual adoption
And the price action will dwarf the actual adoption
If people will go crazy in it'll go hard the people that are listening here understand that they're gonna make out like bandits
if people will go crazy in it'll go hard the people that are listening here understand that
they're going to make out like bandits and then the people that the tourists that get in are going
And then the people that the tourists that get in are gonna be the ones like what the hell happened?
to be the ones like what the hell happened they told me it was going to go great so to to sorry
They told me it was gonna go great. So
Sorry, man, this is it to say like 2026 when I said I have no idea
man this is it to say like 2026 20 so i have no idea but i can i can tell you that's probably
But I can I can say that's probably what's gonna happen in the in the next bull run
what's going to happen in the in the next bull run yeah but when we look about when we talk about
Yeah, but when we look about when we talk about like, you know
like you know the tech of the space and something that's tangible outside of price action i remember
The tech of the space and something that's tangible outside of price action
I remember when we were doing the shows back in late q2 and throughout the summertime and
when we were uh doing the shows back in uh late q2 and throughout the summer time and in one of our
in one of our conversations we were talking about the Solana saga phone and
conversations we were talking about the salona saga phone and you know if anyone had the saga
You know if anyone had the saga phone right and you know still owned it going into
phone right and you know still owned it going into uh the latter part of q4 you basically got a couple
The latter part of q4 you basically got a couple thousand bucks worth of bunk
thousand bucks worth of bunk um those nfts the uh the saga monkeys um are are worth quite a few soul
those NFTs the the saga monkeys are worth quite a few soul and
and it's like the best way to introduce someone to the market and get them hooked would be
the best way to introduce someone to the market and
would be something tangible, right and
something tangible right and also rewards them and i think that like we talk about deepen right
Also rewards them and I think that like we talk about deep in right just for the people in the audience and for the
just for the people in the audience and for the individuals that like listen to us uh for the
Individuals that like listen to us for the recordings
recordings um i i i sort of think that like you know deepen uh decentralized physical
Sort of think that like, you know deep in
Decentralized physical infrastructure what do you want to call it?
infrastructure what do you want to call it i think it just starts off with products that people are
I think it just starts off with products that people are used to and I think
used to and i think the the salona saga phone is still going to be you know that that key component
The the Solana saga phone is still gonna be you know
That key component right because if we're going into a digital age and all that stuff then like, you know
right because if we're going into digital age and all that stuff then like you know the number one
The number one toolkit that everybody uses is their phone and I'm sort of thinking, you know, is this a trend, right?
toolkit that everybody uses is their phone and i'm sort of thinking you know is this a trend right
You own a physical piece of infrastructure of this
you own a physical piece of infrastructure of this crypto economy and you get all these
Crypto economy and you get all these airdrops and all those things and it's like whoa, you know, I'm being rewarded for
airdrops and all those things and it's like whoa you know i'm being rewarded for participating
participating within the system, so
within the system so it's it's i think it's sort of like even something that can sort of be the
It's it's I think it's sort of like even
Something that can sort of be the precipice of something like UBI, right? Hey
precipice of something like ubi right like hey participate in our program and you get like you
Participate in our program and you get like, you know airdropped some CBDC tokens and all those things man
know airdropped some cbdc tokens um and all those things man but rob i'd love to know your thoughts
But Rob, I'd love to know your thoughts on like
on like um what what what what the salona foundation has done over the last 12 months
What what's what what the Solana foundation has done over the last 12 months?
I know that and outside of myself and a few other guys
uh i i know that and outside of myself and um a few other guys here at bb are pretty enthusiastic
Here at BB or are pretty enthusiastic about the prospect of Solana and its performance for the cycle
about uh the prospect of salona and its performance uh for this cycle i you know like i mean i have a
You know, like I mean I have a we have a
we have a um a project coming out and i and i have to word this correctly so forgive me
Project coming out and I and I have to word this correctly
So forgive me for everybody if you're a web if you're a gamer
for everybody if you're a web if you're a gamer so the game that we're bringing back is called
so the game that we're bringing back is called flappy bird and
flappy bird and we acquired the ip rights and the trademark and we're going to bring it back to web
Acquired the IP rights and the trademark and we're going to bring it back to web 2 and it's free
two and it's free we're also going to bring it to web three and it will also be free so i want to
We're also gonna bring it to web 3 and it will also be free
so I'm gonna make this a hundred percent crystal clear this game that we're gonna bring back and
make this 100 crystal clear this game that we're going to bring back and we've we've been talking
We've we've been talking to the Solana foundation looking pretty good
to the salona foundation looking pretty good but uh this will be brought back and everything will
But this will be brought back and everything will be free
be free having said that um as far as like salona when i did this giveaway for myro myro
When I did this giveaway for Miro and YRO, it's the the third largest Solanus meme coin
it's the uh the third largest salonist uh meme coin it's uh it goes bonk which is in the top i
It's it goes bonk, which isn't the top
I think it might be still in top on or maybe 102 between 97 102
think it might be still in top 100 maybe 102 between 97 102 dog with hat and then myro which
Dog with hat and then Miro, which is like ranked 327 somewhere around there
is like ranked 327 somewhere around there and when i was doing this live i did this show live today
And when I was doing this live that I did this show live today as I was giving away 500
as i was giving away 500 myro i would get people in the comment section and they'd say okay like
Would get people in the comment section and they'd say okay, like I'd say, okay
i'd say okay here's you know cat with cat with k here is your 500 myro that's coming to this
Here's you know cat with cat with K. Here is your 500 Miro
Solana address that you just gave me and I would click the button and within like three seconds
salona address that you just gave me and i would click the button and within like three seconds
it would say it's there and then in the chats i don't know where these people live i have no
It would say it's there and then in the chats. I don't know where these people live. I have no idea what they're doing
idea what they're doing i know i i don't i've never seen that before and they're like i got it
No, I I don't I've never seen that before and they're like I got it
I got it. I got it. I got it and I did that today with with actually today. It was 16 people
i got it i got it i got it and i did that today with with actually today it was 16 people
Yesterday, it was 20 people in the day before that was 20 people. I mean and of course the fees are nothing and
yesterday it was 20 people and the day before that was 20 people i mean and of course the fees are
nothing and it's like a seamless process which is how it really should be i know some people hate
It's like a seamless process which is how it really should be
I know some people hate Solana because they say oh, it's not it's not decentralized enough and of course it shuts down
salona because they say oh it's not it's not decentralized enough and and of course it shuts
down as a problem well i say you know it hasn't shut down for like 300 some 30 days so it's not
There's a problem. Well, I say, you know, it hasn't shut down for like 300 some 30 days
that awful but uh just the things that actually are working it's like we're light years ahead
But just the things that actually are working. It's like we're light years ahead of it
of it so like like as far as like the salona foundation and and and the token itself that's
So like like as far as like the Solana Foundation and and and the token itself, that's how I always saw
how i always saw crypto working seamless easy fast super cheap actually like cheap like what
easy fast super cheap actually like cheap like what Vitalik Buterin thought that that if they're in could be I
vitalik buterin thought that that ethereum could be i there's a meme that's going around uh it was
There's a meme that's going around
It was Vitalik Buterin. I think it was in 2015 or 2016 where he says
uh vitalik buterin i think it was in 2015 or 2016 where he says it's ridiculous to think that people
It's ridiculous to think that people will pay over over five cents for a crypto transaction
will pay over over five cents for a crypto transaction and here we are and we're taking
And here we are and we're taking a look at the Ethereum transaction fees
a look at the ethereum transaction fees so like uh as far as like with salona and some other ones
So like as far as like with Solana and some other ones
i mean i mean avalanche is doing great things the l2 solutions on on ethereum i'm not gonna say
I mean, I mean avalanche is doing great things the L2 solutions on on a theory. I'm not gonna say that dreams awful
that ethereum's awful ethereum is still doing great things you got the polygon the arbitrum
Still doing great things you got the polygon the arbitrum the optimism
the optimism i mean those those things will do just fine but uh i just see it like it's
I mean those those things will do just fine
But I just see it like it's like we're light years ahead of where we used to be. So it makes me happy
like we're light years ahead of where we used to be so it's uh makes me happy yeah and you know
Yeah, and you know speaking about L2s and all that stuff man
speaking about l2s and all that stuff man it seems that like there is a new e-mail to every other
it seems that like there is a new email to every other month and
month and yeah i ask myself this question like why not just improve the product itself right
Yeah, I asked myself this question. Like why not just improve
The product itself right like eth mainnet, right and
like eth mainnet right and we talk about like oh you know eventually we're going to use an l2
We talked about like oh, you know
Eventually, we're gonna use an L2 to buy memes and to do define all that stuff
to buy memes and to do define all that stuff but it's like when is that going to happen right as
But it's like when is that gonna happen right as we saw last summer, right?
we saw uh last summer right uh during on-chain season on eth like most of the price most of uh
during on chain season on eth like
Most of the price most of the on chain transactions happened on mainnet like arbitrum and optimism and the other L2s
the on-chain transactions happened on mainnet like arbitrum and optimism and the other l2s
They paled in comparison to what eth on chain was doing, right? So it's like
they paled in comparison to what uh eth on-chain was doing right so it's like it's sort of like
It's sort of like a snail's pace when it comes
a snail's pace when it comes uh to to to more to to like the eth um the eth ecosystem they
The eth ecosystem they move it a snail's pace and I think it's just like they just
move at a snail's pace and i think it's just like they just sit in all this cash that it reminds me
sit in all this cash that it reminds me of sort of like Cardano even where they're just sitting on a ton of cash and
of sort of like cardano even where they're just sitting on a ton of cash and they're deploying at
They're deploying at a snail's pace whether as you know, Solana labs in the foundation
a snail's pace whether as you know salana labs in the foundation they're just deploying like crazy
Deploying like crazy to the point where like now you have modularity stacks coming on Solana, right you have
to the point where like now you have modularity stacks coming on salana right you have uh eclipse
Eclipse right there. They're building a modularity stack on soul with SVM and all that stuff and you also have neon
right they're they're building a modularity stack on soul with svm and all that stuff and you also
have neon um which basically uh implements evm on soul so you take a look at something like
You take a look at something like that at some point, right? You're gonna have interoperability with Solana with everything, right?
at some point right you're going to have interoperability with salana with everything
right you're going to be able to have um you know date availability on uh on salana you're going to
You're gonna be able to have
You know date availability on on Solana. You're gonna be able to have
be able to have um like evm on soul and also at some point at some point i do think soul could
Like EVM on soul and also at some point at some point
I do think soul could potentially could potentially like and the dubious speculation, but I do think
potentially could could potentially like and there do be speculation but i do think for this cycle i
For this cycle. I think there is a chance now. Hear me out. Rob. Hear me out for a cycle top
think there is a chance now hear me out rob hear me out for a cycle top this is my cycle top theory
This is my cycle top theory
salana testing eth's market cap and for those that say that it can't be done xrp actually flipped
Solana testing eats market cap and
For those that say that it can't be done
XRP actually flipped Eve in the 2017 cycle to mark the exact top
eth in the 2017 cycle to mark the exact top uh for that cycle so just some dubious speculation
For that cycle. So just some dubious speculation on my end in regards to the potential that I think that
on my end in regards to the potential that i think that salana can do and there's data that backs us
Solana can do and there's data that backs this up, right? Like Jupiter has been
up right like jupiter has been destroying uniswap on fees salana has been onboarding way more users
Destroying Uniswap on fees Solana has been onboarding way more users
incoming stable flows are a lot heavier on salana than eth and it's like you have to catch up with
Incoming stable flows are a lot heavier on Solana than Eve and it's like you have to catch up with the trend, right?
the trend right and if we're comparing crypto right to the tech space then eth is basically
and if we're comparing crypto right to the tech space then Eve is basically the Nokia and
the nokia and perhaps salana is the blackberry or maybe we're going straight to the iphone right
Perhaps Solana is the Blackberry or maybe we're going straight to the iPhone, right?
Yeah, no, I mean I yeah, I see your point
yeah no i mean i yeah i see your point i will just say like like i've been around in the in the
I will just say like like I've been around in the in the markets and when we all have
markets and we all have and it's a it's a good lesson remember that every time we think the
It's a it's a good lesson. Remember that every time we think the market's gonna do one thing
market's going to do one thing it like slaps us in the face and says you know grab some bench
It's like slaps us in the face says, you know grab some benches. You're wrong
because you're wrong so like i like we had a we do the show every week it's called nfa it's a me
So like I like we had a we do the show every week. It's called NFA
It's me and Guy from coin bureau and Ben from in the crypto person and we were talking about, you know
and guy from coin bureau and ben from the cryptoleuros and and we were talking about you know what are
What are the old what what old coins are you looking at heavily and guy?
the old coins what what old coins are you looking at heavily and guy came in he said you know he goes
Came in he said, you know, he was we really shouldn't discount Eve
we really shouldn't discount eth because they have this uh this new upgrade this just this eip coming
Just this EIP coming up with what it's called a launch of Denkin D D E and C UN
up with uh with it's called uh a launch of denkin d d e n c u n and he says he goes for our team of
And he says he goes for our team of researchers
researchers what it looks like they're doing is they're able to actually drastically cut down
What it looks like they're doing is they're able to actually drastically cut down costs
costs decrease latency and uh and thoroughly increase the the tps because i don't know exactly
latency and and thoroughly increase the
TPS because I don't know exactly how they do this he goes, but that's you know what they're doing
how they do this he goes but that's you know what they're doing so i was thinking about it and i
So I was thinking about it and I thought you know, maybe we we I mean we look at salon and we look how great
thought you know maybe we we i mean we look at salon and we look how great it's been i mean
It's been I mean, what it what a comeback story, right?
what a what a comeback story right nine dollars what was it uh over a year ago november 2022
What was it over a year ago?
November 2022 somewhere on there
somewhere on there december and it came back and now it's for boring although it's like a hundred
December and it came back and now it's for boring although it's like $100
dollars it's a nice 10x if you would have if you would have bought that and of course all the mean
It's a nice 10 X if you would a if you would have bought that and then of course all the mean coins that are
coins that are that have uh just crushed it bonk being one of them but maybe we're you know maybe
That have just crushed it bonk being one of them
But maybe we're you know, maybe we're discounting them too quickly
we're discounting ethium too quickly i mean there's a lot of like i i've met a couple of interesting
I mean there's a lot of like I I've met a couple of interesting people here in Puerto Rico. I call them the
people here in porterico i call them the uh the crypto illuminati and they always remind me they
The crypto Illuminati and they always remind me they say Rob
say rob if you think that if they're going to want to give up all their market share they don't
If you think that if they're M's gonna want to give up all their market share
They don't have a lot of things going on because there's too much money
have a lot of things going on because there's too much money sloshing around that ecosystem
Slashing around in that ecosystem for a lot of these investors to fail because they'll do something to do a push
for a lot of these investors to fail because they'll do something to to do a push just watch
so we'll see to ski in regards to uh what you just said rob max if you want to speak brother
To ski in regards to what you just said Rob
Max if you want to speak brother, I brought you up as co-host
brought you up as co-host um i know you've uh been dubiously speculating on a potential rotation
I know you've been dubiously speculating on a potential rotation and things like that
and things like that so max if you want to speak brother i know you're on limited time man i know
So max if you want to speak brother, I know you're on limited time, man
I know it's Friday, but want to welcome you up on stage man. How are you brother?
it's friday but uh want to welcome you up on stage man how are you brother yeah sure thing hey wabi
Yeah, sure thing. Hey wabi
um hey rob great to be uh great to be chatting with you guys rob it's been a while i popped into
Hey, Rob. Great to be great to be chatting with you guys. Rob. It's been a while. I popped into your live stream, man
your live stream man i uh i enjoyed it man it's uh it's great you're uh you're quite fun on those
I I enjoyed it, man. It's a it's great. You're you're quite fun on those live streams. It's cool
live streams it's cool you engage with the audience quite a bit but anyways um yeah i mean
You engage with the audience quite a bit. But anyways
Yeah, I mean I love the conversation. It's I can't get into the technicals about why
i love the conversation it's uh i can't get into the technicals uh about why fundamentally eth is
Fundamentally Eth is due for this this EIP upgrade and I don't know some of that stuff is a little bit over my head
due for this uh this eip upgrade and i don't know some of that stuff is a little bit over my head i
I guess a good parallel would be I know how to drive a car, but I guess I can't really build the engine
guess a good parallel would be i know how to drive a car but i guess i can't really build the engine
um so i don't know it's that that's all great i hope that they accomplish a lot a lot of that
That's all great. I hope that they accomplish a lot a lot of that
but i uh i mean i really rely on the the technicals and i i guess i i also rely on a lot
but I I mean I really rely on the the technicals and I
guess I also rely on a lot of seasonality with some of these rotations and I
of seasonality with some of these rotations and i study these you know the quote unquote cycles
study these, you know the quote-unquote cycles quite a bit to try to get my timing down and
quite a bit to try to get my timing down and look i mean for those that i guess are not super
Look, I mean for those that I guess are not super familiar with my style
familiar with my style i'm not going to necessarily dive into like the newest alt coin with with wabi
I'm not gonna necessarily dive into like the newest altcoin with with wabi with size because I don't have
with size because i don't have conviction on some of the new technology and i i guess i would consider
conviction on some of the new technology and I guess I would consider myself more of like a
myself more of like a boomer when it comes to the new projects like i uh i would rather wait for
boomer when it comes to the new projects like I I
would rather wait for something to be like a
something to be like a one billion to five billion market cap and i can kind of watch it mature and
1 billion to 5 billion market cap and I can kind of watch it mature and grow up a little bit and get its skis underneath
grow up a little bit and get its skis underneath it uh before i invest in it um and i'd rather go
And I'd rather go in with conviction
in with conviction than even throw a small amount of money at a micro cap because i don't really
Then even throw a small amount of money at a micro cap because I don't really understand it
understand it and i'm not sure if it's going to take off and that's just that's a me thing
And I'm not sure if it's gonna take off and that's just that's a me thing, right? It's different for everybody
right it's different for everybody um but yeah talking about ethereum i i certainly would not
But yeah talking about aetherium. I I certainly would not discount
discount eth yet i i would not consider eth dead i would not i would not push it aside um there is
Eth yet. I would not consider eth dead. I would not I would not push it aside
There is no doubt in my mind that eth will pump again
no doubt in my mind that eth will pump again and it will become a liquidity vacuum and actually a
And will it will become a liquidity vacuum and actually a lot of what we're seeing right now is
lot of what we're seeing right now is is somewhat in line with what we've seen historically for eth
Somewhat in line with what we've seen historically for eth where it goes through these prolonged periods of
where it goes through these prolonged periods of kind of chop bleed ultimately just under
Kind of chop bleed ultimately just under performance against even Bitcoin and I remember and I've said this before on these spaces
performance against even bitcoin and i remember and i've said this before on these spaces so forgive
So forgive me for the redundancy if you tune in and you've heard this line from me before
me for the redundancy if you tune in and you've heard this line from me before but i think it's
But I think it's an important one at the very beginning of last bull market like 2019 through 2020
an important one at the very beginning of last bull market like 2019 through 2020 i was very heavy
I was very heavy aetherium and actually I was I mean I've been a devout follower of Ben's who's on your
ethereum and actually i was i mean i've i've been a devout follower of ben's who's on your uh nfa show
rob and ben really kind of inspired me to start because bitcoin and dabble with alt coins and
Ben really kind of inspired me to start because Bitcoin and dabble with altcoins and I was following a lot of his
i was following a lot of his speculation when he was a really really young channel like i was
Speculation when he was a really really young channel
Like I was I followed Ben when he just had a Google Doc and I've told him this before
i followed ben when he just had a google doc and i've told him this before um and i paid to have
and I paid to have access to his Google Doc and
access to his google doc and um he really you know was pivotal and sort of educating me around
He really you know was pivotal and sort of educating me around these cycles and what moves first and how money flows
these cycles and what moves first and how money flows and obviously things have changed a lot in
and obviously things have changed a lot in three or four years when I first started following him, but
three or four years when i first started following him but um you know with with ethereum i remember
you know with with aetherium, I remember at the very beginning of last cycle Bitcoin led off of the bottom and
at the very beginning of last cycle bitcoin led off of the bottom and ethereum was just sort of
aetherium was just sort of hanging out chopping and
hanging out chopping and eth didn't necessarily have the footing that it does right now it didn't
It didn't necessarily have the footing that it does right now. It didn't feel as concrete
feel as concrete it still felt more speculative eth was trading between 80 and you know 250 bucks
It's still felt more speculative. Eth was trading between 80 and 250 bucks for a while
for a while and obviously when bitcoin rocketed off of its off of its bear market low the the
And obviously when Bitcoin rocketed off of its off of its bear market low the the eth BTC valuation blood like crazy
eth btc valuation bled like crazy you know we watched the eth btc valuation effectively bleed
You know, we watched the eth BTC valuation
Effectively bleed from like I don't even know where it was 0.05 0.06 down to below 0.02
from like i don't even know where it was 0.05 0.06 down to below 0.02 i mean it was in it was an
I mean it was in it was an absolute freefall and I remember a lot of people online and at this point
absolute freefall and i remember a lot of people online and at this point i didn't have a social
I didn't have a social media following. I had a Twitter with zero followers just so I could follow
media following i had a twitter with zero followers just so i could follow um other people
other people and kind of gauge social sentiment and still learn and
and kind of gauge social sentiment and still learn and i remember seeing these twitter spaces
I remember seeing these Twitter spaces and they were titled like the
and they were titled like the celebrating the death of ethereum eth btc breaks below 0.02
Celebrating the death of aetherium eth BTC breaks below 0.02
And I remember feeling this pit in my stomach and I was like, oh no
and i remember feeling this pit in my stomach and i was like oh no you know is ethereum dead like
You know is aetherium dead like more than half my money is an ETH like I'm looking for a $10,000 ETH and like
more than half my money is in eth like i'm looking for a ten thousand dollar eth and like
We can't even get over 500 bucks
we can't even get over 500 bucks like why didn't i just buy bitcoin
like why didn't I just buy Bitcoin and I remember actually kind of tuning in to some of Ben's stuff and
and i remember actually kind of tuning into some of ben's stuff and he talked a lot about the
He talked a lot about the seasonality
seasonality um the seasonality of of eth and how actually historically the best time to buy ethereum
ETH and how actually historically the best time to buy aetherium on a
on a 180 day rolling basis is in fact in december and it can take a little bit of time and it's
180-day rolling basis is in fact in December and
It can take a little bit of time and it's never perfect, right?
never perfect right but historically speaking december has the highest roi you know rolling
But historically speaking December has the highest ROI, you know rolling
You know six to twelve month basis roughly
you know six to twelve month basis roughly um and i i tend to respect the seasonality and i wouldn't
And I I tend to respect the seasonality and I wouldn't fade it again
fade it again it's never perfect but you know to consider ethereum dead i mean ethereum is sort of
It's never perfect. But you know to consider aetherium debt
I mean aetherium is sort of the underpinning of like half of total to you know
the underpinning of like half of total two you know like it's such a large ecosystem and i wouldn't
Like it's such a large ecosystem and I wouldn't expect to get into aetherium and outperform some of the fresh charts
expect to get into ethereum and and outperform some of the fresh charts it's simply just not
it's simply just not gonna happen, but when it comes time to really chase beta and
going to happen but when it comes time to really chase beta and really try to outperform bitcoin
Really try to outperform Bitcoin. You have to ask yourself this
you have to ask yourself this where is the big money going to flow is it going to flow into the
Where is the big money going to flow is it gonna flow into the fresh charts?
fresh charts or is it going to flow into something like eth or probably soul and it's going to be
Or is it gonna flow into something like ether probably soul and it's gonna be Ethan's soul and the reason for that is
ethan soul and the reason for that is you're not going to see these guys and i'm excluding the vcs
you're not gonna see these guys and I'm excluding the VCs that get in really early and I'm excluding the
that get in really early and i'm excluding the um you know the the guys that get in on you know
You know the guys that get in on, you know pre-sales and all this kind of stuff
pre-sales and and all this kind of stuff i'm talking about going to the open market to you
I'm talking about going to the open market to you know, pump all coins. Okay and speculate
know pump alt coins okay and speculate you're not going to see ultra high net worth individuals and
Ultra high net worth individuals and family offices and you know guys that can really move the market
family offices and you know guys that can really move the market playing in the true shit coins
Playing it in the true shit coins and the micro caps because there's this inherent risk of a rug and it can always go to zero
and the micro caps because there's this inherent risk of a rug and it can always go to zero but
But there's plenty of people out there, you know
there's plenty of people out there you know deca billionaires that would throw 100 million dollars
Deca billionaires that would throw a hundred million dollars at ETH in an attempt to outperform Bitcoin
at eth in an attempt to outperform bitcoin because they know that the the risk of rug is effectively
Because they know that the the risk of rug is effectively zero
zero okay and that's the difference so i wouldn't count eth out yet and actually what it's doing
Okay, and that's the difference. So I wouldn't count ETH out yet
And actually what it's doing right now is perfectly in line with
right now is perfectly in line with historical cycles where bitcoin is leading off of the low
historical cycles where Bitcoin is leading off of the low and then you start to slowly see
and then you start to slowly see eth btc bottom after everybody proclaims it dead and starts
ETH BTC bottom after everybody proclaims it dead and starts memeing it and then you probably get two three four five months about
memeing it and then you probably get two three four five months of outperformance um and then
Performance and then probably a rotation back into Bitcoin. Okay or other altcoins
probably a rotation back into bitcoin okay or other alt coins so again i just i wouldn't count
So again, I just I wouldn't count ETH out yet. It's one of my biggest bags
eth out yet it's one of my biggest bags but again i you know i have a kid i have a wife
But again, I you know, I have a kid I have a wife
I don't want to throw six figures at some speculative micro cap
i don't want to throw six figures at some speculative micro cap even if it's gonna
Even if it's gonna probably go up a lot just because it makes me nervous, you know, I'll dabble a little bit
probably go up a lot just because it makes me nervous you know i'll dabble a little bit but
But yeah, I mean ETH is ETH is still good tech, right? And this is my last point here
um yeah i mean eth is eth is still good tech right and this is my last point here
Everybody made fun of link under $8 myself included. By the way, I made a lot of fun of link
everybody made fun of link under eight dollars myself included by the way i made a lot of fun
of of link um under five dollars because it was in this like 600 day accumulation range
under $5 because it was in this like 600 day accumulation range and
and it was terrible tech you know why does link need a token link is dead like look at it you
It was terrible tech, you know, why does link need a token link is dead like look at it, you know
know uh there's the founders dumping on them you know like it's it's dead and then suddenly in q4
There's the founders dumping on them, you know, like it's it's dead and then suddenly in q4 of last year
of last year link rockets out of that accumulation range and it goes to 15 bucks and it pulls a 3x
link rockets out of that accumulation range and it goes to 15 bucks and it pulls a 3x from the lows and now suddenly
from the lows and now suddenly everybody's taking to twitter to talk about how great the technology
everybody's taking to Twitter to talk about how great the technology of link is and how link is back and link is the future and
of link is and how link is back and link is the future and suddenly it pumps and then it's good
Suddenly it pumps and then it's good tech. So I'm telling you everybody's making fun of of a theory
tech so i'm telling you everybody's making fun of of ethereum saying it's bad tech and it's slow and
I'm saying it's bad tech and it's slow and it's expensive
it's expensive well guess what as soon as eth is over 3k and the eth btc valuation is above 0.07
Well, guess what as soon as ETH is over 3k and the ETH BTC valuation is above 0.07
ETH is suddenly good tech again ETH is suddenly changing the world. Everybody wants to own ETH price moves narrative follows
eth is suddenly good tech again eth is suddenly changing the world everybody wants to own eth
price moves narrative follows that's usually always how this stuff goes so i'm still bullish
That's usually always how this stuff goes. So I'm still bullish on ETH
on eth like i'm not going to give up on the the december seasonality you know 30 days after it
Like I'm not gonna give up on the the December seasonality, you know 30 days after it ends, right?
ends right we're 30 days into the december seasonality of eth potential outperformance
We're 30 days into the December seasonality of ETH potential outperformance
I'm at least gonna give it a few more months to see if it can outperform
i'm at least going to give it a few more months to see if it can outperform um but yeah you know
but yeah, you know just as quick as it's completely over we can be so back and
just as quick as it's completely over we can be so back and uh you know i i like eth still i really
You know, I like ETH still I really do and I think the chart actually looks very good
do and i and i think the chart actually looks very good like if i wasn't comparing eth against
Like if I wasn't comparing ETH against Bitcoin and Solana and just looked at ETH USD
bitcoin and salona and just looked at ethusd and i wasn't really concerned about which one's
And I wasn't really concerned about which one's performing better. The ETH USD pair looks great to me
performing better the ethusd pair looks great to me it looks like eth just broke out of a 550 day
It looks like ETH just broke out of a 550 day
re-accumulation range so i'm pretty bullish on eth but you know i i can certainly see the case
Reaccumulation range so I'm pretty bullish on ETH but you know, I can certainly see the case as well for Solana stealing a lot of that
as well for salona stealing a lot of that market share i don't think that's far fetched at all
Market share. I don't think that's far-fetched at all
yeah man um seppy was a pretty huge component of uh of link at eight bucks man and um rob are you
Cephi was a pretty huge component of of link at eight bucks man and
Rob are you gonna be at ETH Denver man? I want to ask you that is uncle Rob going to eat Denver
gonna be at eth denver man i want to ask you that is uncle rob going to eth denver
no when is that when is that it's uh it's like it's from the 23rd through march 3rd the 23rd of
No, when is that's what when is that it's
It's like it's from the 23rd through March 3rd the 23rd of February March 3rd
february march 3rd but the actual conference where the public is going to be able to join
The actual conference where the public is gonna be able to join in all that stuff is from the 28th of February
in all that stuff is from the 28th of february uh through march 3rd in uh in denver
now passing that one but i will be at consensus this year in texas so uh everybody i'll meet you
Now passing that one, but I will be at consensus
This year in Texas. So everybody I'll meet you guys down there for sure man
guys down there for sure man and that i think that's uh it's usually in in april man but um rob
I think that's it's usually in April man, but
Rob, let me ask you this man. Just just just to get some some clear some clear direction on where your head is that but
let me ask you this man just uh just just to get some some clear some clear direction on where
your head is at but for this cycle and specific like what what are what is one key narrative that
for this cycle and specific like
What what are what is one key narrative that you're looking at in regards to you know, our performance against
you're looking at in regards to you know outperformance against btc uh and eth specifically
Specifically is it gaming is it you know D pin is it modularity?
is it gaming is it you know d-pin is it modularity that's a good question i um well hold well i'll
That's a good question. I
Well, well, I'll just tell you this like I diversify a lot
just tell you this like i diversify a lot uh because i don't i don't know i don't know what
Because I don't I don't know. I don't know what it's gonna be, but I always felt like the big three
what it's going to be but i always felt like the big three categories uh would be one would be
Categories would be one would be DEX's because centralized exchanges
dexes because centralized exchanges i mean as good as they are they're they have the limitations
I mean as good as they are there they have the limitations and DEX's seem to do are doing everything that
and dexes seem to do are doing everything that centralized exchange can do and of course now with
Centralized exchange can do and of course now with like Jupiter and orca and those types of DEX's and like Trader Joe on avalanche
like jupiter and orca and those types of dexes and like trader joe on avalanche i mean they
I mean they work fantastic. It's not like the the Eunice swaps in the early days. So there's that and then I
work fantastic it's not like the the unis swaps in the early days so there's that and then um i
always felt like AI would be a very big play so, you know, you'll have like
always felt like ai would be a very big play so you know you'll have like uh like projects like
like projects like like a render like a hyper cycle those types of things and then
like a render like a hyper cycle those types of things and then uh other one of course would be
Other one of course would be web 3 and I think I mean we talked about that before but I mean gamers are gonna game
web three and i think i mean we talked about that before but i mean gamers are gonna game and i think
that uh the web 2 gaming community i mean i know they don't like web 3 but it's a funny thing
The web 2 gaming community, I mean, I know they don't like web 3, but it's a funny thing
because all of a sudden you got a big group of these e-sports teams embracing web 3
You got a big group of these eSports
embracing web 3 and I think it's because and I'm not I mean
and i think it's because and i'm not i mean this is just what i hear from the organizations is
This is just what I hear from the organizations is that some of these eSports?
that some of these e-sports teams and their and their their clubs themselves they're not making
They're and they're that their clubs themselves. They're not making as much money as they used to
as much money as they used to now the big ones of course are still going to make money that's just
Now the big ones, of course are still gonna make money
That's just how it is, right? But some of these eSports are like, you know what? We need a new revenue stream
how it is right but some of these e-sports are like you know what we need a new revenue stream
Where can we do that? Well all of a sudden you're still you're starting to see like these eSports
where can we do that well all of a sudden you're still you're starting to see like these e-sports
Team start to embrace web 3 and the reason is because of revenue and there's a prime example is a game out
teams start to embrace web 3 and the reason is because of revenue and there's a prime example
is a game out which is coming out called farkana and g2 one of the co-founders of g2 is behind
they're just coming out called for Kana and
g2 one of the co-founders of g2 is behind for Kana and
farkana and uh it's probably gonna do fantastic it's a it's a win to earn game and what are you
Try gonna do fantastic. It's a it's a win-to-earn game. And what are you winning? Not just the token?
winning not just the token you're winning bitcoin it's like it's like a no-brainer and of course
You're winning Bitcoin. It's like it's like a no-brainer. And of course, they're bringing a massive community with it. So there's those three but
they're they're bringing a massive community with it so there's those three but just by you by us
Just by you by us talking about about D pin and the and the decentralized physical infrastructure network
talking about about d-pin and the and the decentralized physical infrastructure network
I still see it as as one of those
i still see it as as one of those not a dark horse but one that actually has like real world
Not a dark horse, but one that actually has like real-world utility think about just I mean it just makes sense
utility think about just i mean it just makes sense doesn't it think about ai how much computational
Doesn't think about AI how much computational power you actually have to use
power that you actually have to use to actually create a chat gpt to create a uh whatever the
to actually create a chat GPT to create a
Other a I'm barred barred from Google. I mean a massive amount of computational power
other ai barred barred from google i mean a massive amount of computational power you know
You know how much money you have to spend to to get the warehouses to get the GPUs
how much money you have to spend to to get the warehouses to get the gpu's to get the rigs and
To get the rigs and set them all up so you can do it. It's massive amount. Why don't you just pay gamers?
set them all up so you can do it it's massive amount why don't you just pay gamers that have
That have GPUs, which is a you know, essentially like a mini supercomputer in their rigs already that they played these these
gpu's which is a you know essentially like a mini supercomputer in their rigs already that they
play these these graphically intensive games and just pay them in in a crypto token use their
Graphically intensive games and just pay them in a crypto token use their excessive computational power
excessive computational power and then that will actually drive the the the ai infrastructure
And then that will actually drive the the AI infrastructure. Like when I think about that, I'm like that makes sense that
like when i think about that i'm like that makes sense that helium vpns was that the one hive mapper
Helium VPNs was that the one hive mapper?
Yeah, stuff like that. So, you know those three plus little deep and I just gotta
yeah stuff like that so you know those three plus little d pen i just gotta
That's that's where I think things could go
that's that's where i think things could go you know it's wild rob all those projects that you
You know, it's wild Rob all those projects that you just mentioned
just mentioned hive mapper and etc etc those are all built on soul and i think um correct me if i
Hive mapper and etc. Etc. Those are all built on soul and I think
but i think render both render and helium um went on over and migrated onto uh onto salona
Went on over and migrated on to you on to Solana and helium did I can't remember a friender
and helium did i can't remember if render but helium had a problem render was always on salona
But helium had a problem render was always on Solana. Oh, there you go
oh there you go but helium yeah helium had problems and they said you know what we're
But helium yeah helium had problems and they said, you know what?
gonna go to salona and that thing just took off so good for them and i remember uh last summer
We're gonna go to Solana and that thing just took off so good for them. And I remember
last summer when roll bit had moved over not moved over but they migrated over to
when rollbit had moved over not moved over but they migrated over to uh they migrated
daily migrated a cookie pool over to aetherium and that was like the hit last summer, right if you
liquidity pool over to ethereum and that was like the hit last summer right if you
Run another L1 rights or another infrastructure platform and you had migrated on to the theorem with a new liquidity pool
run uh another l1 right or another infrastructure platform and you had migrated onto ethereum with
a new liquidity pool your project would just you know go go up only right but now it's like
Your project would just you know go go up only right?
but now it's like if you move on over to soul or
if you move on over to soul or more recently and i've been i've been noticing this on um on like
More recently and I've been I've been noticing this on
Unlike deck screener and and things like that and just some stuff on my own personal timeline
deck screener and and things like that and just some stuff on my own personal timeline
Say network seems to be like that next infrastructure platform where you know
say network seems to be like that next infrastructure platform where you know
if you're building on top of eth or something and you know the market share is just so diluted that
if you're building on top of ether something and you know
The market shares just so diluted that your things aren't really catching much attention
your things aren't really catching much attention if you move on over to say then there's like a ton
If you move on over to say then there's like a ton of incentive programs that those guys
of incentive programs that those guys push your project towards and and all that other stuff man
push your project towards and and all that other stuff man, but
but if if for the panel in general like go ahead go ahead rub i was just gonna say two things like
If it's for the panel in general like go ahead. Go ahead, Rob
I was gonna say just gonna say two things like
As we were talking you were talking. I was just thinking myself
as we were talking you were talking i was just thinking myself i wonder how helium did back in
I wonder how helium did back in the day. Remember we were talking about, you know, we're pretty much just you know
the day remember we were talking about you know we're pretty much just you know you're going into
You're going into speculation, you know back in the day when when helium topped out
speculation you know back in the day uh when when helium topped out there's over 50 bucks
There's over 50 bucks didn't even have a product and now they actually have
didn't even have a product and now they actually have like there's a product that you can actually
Like there's a product that you can actually buy and use helium. I think it's like 20 25 bucks unlimited talk text and data
buy and use helium i think it's like 20 25 bucks unlimited talk text and data i know they
they did a uh a deal with either florida state or university of florida and they actually have that
deal with either Florida State or University of Florida and they actually have that for telecommunications like it's actually working and the tokens were
for telecommunications like it's actually working and the tokens were seven bucks and then another
Seven bucks and then another one
one um this one's not built on salon if i talked to these guys yesterday it's called gaiman g-a-i-m-i-n
This one's not built on salon if I talk to these guys yesterday, it's called gamin
G-a-i-m-i-n and they're doing the same thing, but it's like it's like a four-pronged thing where they're using it for artificial
and they're doing the same thing but it's like it's like a four-pronged thing where they're using
it for artificial it's it's mapping for artificial intelligence allowing the gamers to come in
It's it's mapping for artificial intelligence
allowing the gamers to come in and then they're using their their GPU processing power and then selling it over to the people that need it for
and then they're using their their gpu processing power and then selling it over to the people that
need it for uh the ai part so like all these things are happening and there's so many projects
The AI part so like all these things are happening and there's so many projects. That's even hard to even keep up
that's even hard to even keep up i've got a question for you rob um i think last cycle you
I've got a question for you Rob. I think last cycle you were kind of like early on into
were kind of like early on into like the excitement with cardano in particular
Like the excitement with Cardano in particular
this season um you know one of the things that's a theme i think is like a lot of new layer ones
Season, you know one of the things that's a theme. I think there's like a lot of new layer ones have emerged
have emerged there's a lot of like um attention being diverted all over the place um with various
attention being diverted all over the place
With various new layer ones as well as like things like aetherium and Solana and whatever
new layer ones as well as like things like ethereum and salona and whatever do you feel like this
Do you feel like this season has any particular?
season has any particular innovations or narratives for kardana in particular or do
Innovations or narratives for Cardano in particular or do you think it's like stagnated or what like what's your theory?
you think it's like stagnated or what like what's your theory you know like i mean uh dangamadello
Dang, I'm Adele. He does a good job
he does a good job uh crypto capital venture um he does a great job of of following kardano
Following Cardano and updating and like I watched every so often
and and updating and like i watched every so often it looks like they're doing things
It looks like they're doing things but it's like the traction just isn't there for whatever reason
but it's like the traction just isn't there for whatever reason so i'm not gonna
So I'm not gonna say, you know to to count out Cardano
save you know to to count out kardano but i mean as far as like we'll be just talking about you
But I mean as far as like what we just talked about, you know, the whole morality, you know
know the old morality you know of of the hype and what's happening i know charles hoskinson will
Of the hype and what's happening. I know Charles Hoskinson will not agree with that
i'm not agree with that he's just like hey slow and steady wins the win the race but
He's just like hey slow and steady ones that win the race
But it just seems like there's just not it's a lot harder to move like the market cap this time around though
it just seems like there's just not it's a lot harder to move like the market cap this time
around though because the the first time when you pump that much it's a relatively less liquid
Because the first time when you pump that much it's a relatively less liquid market
market and as everything sort of spreads out and liquidity deepens it's like the pumpamentals start
And as everything sort of spreads out and liquidity deepens
It's like the pump a mental start getting affected and those those market caps start feeling real
getting affected and those those market caps start feeling real and it's like getting those things
And it's like getting those things to go from say 20 billion to 100 billion is very difficult at that stage
to go from say 20 billion to 100 billion is very difficult at that stage yeah it's a good point and
And I guess the big question will be is as we start to get more people into crypto and digital assets
i guess the big question will be is as we start to get more people into crypto and digital assets
Because that that market cap what is it 20 billion somewhere something like that? Yeah. Yeah
because that that market cap what is it 20 billion somewhere something like that yeah yeah
I mean when the new people come in what are they gonna choose are they gonna choose the old chains and you know
i mean when the new people come in what are they going to choose are they going to choose
the old chains and you know what's going on are they going to say you know what i want to put my
What's going on? Are they gonna say, you know what? I want to put my money into this because they did XY and Z
money into this because they did x y and z i think that'll be the big thing because right now i mean
I think that'll be the big thing because right now. I mean the market caps gotta be I know it's under two trillion
the market cap's got to be i know it's under two trillion 1.7 trillion somewhere around there
1.7 trillion somewhere on there. It's kind of like money's kind of sloshing around from from crazy project crazy project
it's kind of like money's kind of sloshing around from from crazy project crazy projects so it'd be
So it'd be interesting to see what it is. But yeah, you're right. I mean if it
interesting to see what it is but yeah you're right i mean if it's sort of like the layer one
The layer one dilution, you know with so many different layer ones popping up and you mentioned say and all these other things
dilution you know with so many different layer ones popping up and you mentioned say and all
these other things max was sort of talking about ethereum a little bit there and then there's of
Max was sort of talking about a theorem a little bit there and then there's of course the Solano hype
course the salona hype um this is one of the reasons why like for this season i did go heavy
This is one of the reasons why like for this season
I did go heavy into chain link because it's behaving or it's it's they're developing more of a layer zero type technology
into chainlink because it's behaving or it's it's they're developing more of a layer zero type
technology that sort of benefits everybody and that way like anybody who implements chainlink
That sort of benefits everybody and that way like anybody who implements chain link sort of creates more hype cycle for chain link
sort of creates more hype cycle for chainlink you know you and i know both know like most of this
You know you and I know both know like most this is hype like that the tech is great and everything and all that
is hype like the the tech is great and everything and all that like maybe it's good maybe it's not
Maybe it's good. Maybe it's not like really it's like narrative driven heavy like speculation for the pumps for the bull market sort of type
like really it's like narrative driven heavy like speculation for the pumps for the bull market sort
of type tops and my sense was that like chainlink was a neutral player in this and that um it's sort
tops and that my sense was that like chain link was a neutral player in this and that
It's sort of like a general play on crypto
of like a general play on crypto and so i picked it up like you know i think on average like down
And so I picked it up like, you know
I think on average like down it like seven eight bucks or something like that and and have been sitting on it for like two
at like seven eight bucks or something like that and have been sitting on it for like two years
years, though, like I bought it like at the end of the FTX crash as
though like i bought it like at the end of the ftx crash as uh as wabi sort of mentioned there but
As wabi sort of mentioned there, but yeah, that was the reason I picked that one dude, but in the top 100 sort of like
yeah and that was that was the reason i picked that one dude but in the top 100 sort of like
so-called blue chips do you have like some favorites in there as far as like a balance
Do you have like some favorites in there as far as like a balance between good ROI as far as growth multiples?
between good roi as far as growth multiples and then but simultaneously like relatively low risk
And then but simultaneously like relatively low risk where people can
where people can um yeah yeah it's a good question like me and me and ben kind of see eye to eye on
Yeah, it's a good question
Like me and me and Ben kind of see eye to eye on this which is like we have the majority of our holdings are in
this which is like we have the majority of our holdings are in bitcoin and it's because like
Bitcoin and it's because like, you know and at a certain point like it gets riskier down there and
you know at a certain point like it gets risky or down there and uh and we'll deploy capital
And we'll deploy capital but it's like it's mostly I mean right now
but like it's mostly i mean right now it's like it's uh you know we're heavy bitcoin however
It's like it's you know, we're heavy Bitcoin
However, having said that it's over 70% in 70 75% but having said that I do think that
having said that it's over 70 in 70 and 75 but having said that i do think that different alts
Different alts that I have invested in will at some point start to not outperform Bitcoin
that i have invested in will at some point start to not outperform bitcoin but really eat into
But really even to the overall portfolio
the overall portfolio so like as far as like the ones that are you know i guess you'd say blue chips
So like as far as like the ones that are you know, I guess you'd say blue chips
Per se as far as all coins
per se as far as altcoins i always feel like ethereum is you know that blue chip even the max
I always feel like aetherium is you know that blue chip even the max had a great
had a great response to all those things but you can see that the the narratives that really
Response to all those things but you can see that the narratives that really are really pulling soul up there
are really pulling soul up there they're really pulling salona avalanche i think is another great
They're really pulling Solana
Avalanche I think is another great contender. I mean it works. It's fast
contender i mean it works it's fast it's cheap and a lot of the the narratives that uh you know
It's cheap and a lot of the the narratives that you know web 3 like the shrapnel games or those type of things
web three like the shrapnel games or those type of things they're the ones that have picked avalanche
They're the ones that have picked avalanche for a reason
for a reason and i think it's going to be one of the big web three gameplays and then shane link if
And I think it's gonna be one of the big web 3 game plays and then chain link if you're into like real world assets
you're into like real world assets and everything has to deal with oracles and the technology link
and every man has to deal with oracles and the technology link is I would I
is i would i would i would almost say would link would kind of i mean what other oracle do we have
Would I would almost say would link would kind of I mean, what other?
Oracle do we have besides pit on?
besides pith on uh i don't have pith or pipe i always get that wrong on salona well the big thing
Pitter pipe always get that wrong on Solana
Well, the big thing for the big finger thing for link now is not just oracles
for the big thing thing for link now is not just oracles it's the fact that you have essentially
It's the fact that you have essentially a layer zero communication protocol between chains, but also has an oracle in it
a layer zero communication protocol between chains but also has an oracle in it so the interesting
So the interesting thing that other like theoretical layer zeros is they don't necessarily have an oracle baked in which is turns out
thing about other like theoretical layer zeros is they don't necessarily have an oracle baked in
which is it turns out that's a really important piece of that puzzle and so when i finally kind
That's a really important piece of that puzzle. And so when I finally kind of put all these puzzle pieces together
of put all these puzzle pieces together i'm like wait a minute like um i had i was sort of like more
I'm like, wait a minute like I
Had I was sort of like more speculatively buying chain link back maybe a year and a half ago thinking
speculatively buying chain link back maybe a year and a half ago thinking hey this price has
This price is wrecked and the chart looks like shit and I'm just gonna buy some and then when all of the new stuff
reacted and the chart looks like shit and i'm just going to buy some and then when all of the
new stuff came out at the most recent conference back in wet september so i was like holy crap
Came out at the most recent conference back in wet September. So I was like, holy crap
this is like really really a big deal and it and it does things that say for example cosmos ibc
This is like really really a big deal and it does things that say for example cosmos IBC doesn't do
doesn't do it does things that pith and whatever like just oracle networks don't do necessarily
It does things that pith and whatever like just Oracle networks don't do
Necessarily and the big picture looked really really impressive to me. That's kind of how that played out
and the big picture looked really really impressive to me and that's kind of how that played out yeah
Yeah, avalanche seems like other good option
avalanche seems like another good option um because i think in the in the safe plays the ones
Because I think in the in the safe plays the ones that aren't going to zero so to speak
that aren't going to zero so to speak um you know not so much that like they couldn't drop a lot in
You know not so much that like they couldn't drop a lot in price
price that's not what i'm saying here but the ones that like are safe enough that they're probably
That's not what I'm saying here
But the ones that like are safe enough that they're probably not going to zero you'd likely scale in when they go down those kinds of plays
not going to zero you'd likely scale in when they go down those kinds of plays um it seems like that
It seems like that, you know, they're quite a few things have already run, you know
you know there quite a few things have already run you know there were some layer ones and different
there were some layer ones and different things and
things and i don't know if those are the ones that are going to continue to run for the rest
I don't know if those are the ones that are going to continue to run for the rest of the bull market because
of the bull market because that's always tricky like just because something's run first doesn't
That's always tricky like just because something's run first doesn't mean it is
mean it is stays like the most highest gains for the rest of the season because that chain link was
Stays like the most highest gains for the rest of the season because that chain link was a classic example of that back in 2020
a classic example of that back in 2020 it ran early like defy summer and everything and then
It ran early like defy summer and everything and then the rest of the performance was kind of iffy. It was okay, but not great
the rest of the performance was kind of iffy it was okay but not great um so i don't know whether
so I don't know whether to jump into the stuff that has already kind of run already or
to jump into the stuff that has already kind of run already or um stick with stuff that has kind
stick with stuff that has kind of like
of like yet to move and stuff like that yeah it's it's a it's something to ponder that's why like i
Yet to move and stuff like that
Yeah, it's it's a it's something to ponder
That's why like I try to try to be a little bit more safer these days as opposed to like my first go-around
try to try to be a little bit more safer these days as opposed to like my first wheel around
So yeah, those types of things. I mean unless you want to go into like a stable coin like XRP
so yeah those types of things i mean unless you want to go into like a stable coin like xrp just
I just came everybody yeah or dogecoin or something
kidding everybody yeah or dogecoin or something yeah well like speaking of which like under old
Yeah, well like speaking of which like under old proof-of-work coins like the the dino coins how much like
proof of work coins like the the dino coins how much like uh on your channel and whatever
On your channel and whatever how much vibe check do you have as far as like those eventually picking up a bit or you think
how much vibe check do you have as far as like those eventually picking up a bit or you think
they're just kind of just run flat the entire season or under reform materially like what's
They're just kind of just run flat the entire season or under reform materially
Like what's your theory on those like the Bitcoin caches of the world and all that stuff like coin all
your theory on those like the bitcoin caches of the world and all that stuff light coin you know
You know, it's every time I think they're gonna well, that's just it like I mean those types of those types of plays
it's every time i think they're gonna well that's just it like i mean those types of those types of
plays uh every time i think that they're irrelevant and they're not going to do anything
Every time I think that they're irrelevant and they're not gonna do anything
I'm always proven wrong. So like I think is like coin still in the top 30. I'm gonna guess they are maybe top 20
i'm always proven wrong so like i think is light coin still in the top 30 i'm gonna guess they are
maybe top 20 yeah they are yeah ltc still is it's uh and its chart is like pretty much higher lows
Yeah, they are. Yep LTC still is it's a and its chart is like pretty much higher lows every season
every season it's just they it tends to generally underperform a lot of other crap you could own
It's just they it tends to generally under perform a lot of other crap you could own
So it seems to have these things have store of value function in the sense that like if you buy them at the bottom
so it seems to have these things have store of value function in the sense that like
if you buy them at the bottom they have a good store of value and so ltc is an example of one
And so LTC is an example of one of those it's relative close to its bottom
of those it's relative close to its bottom so probably low risk but at the same time is it going
So probably low risk, but at the same time is they're gonna have these multiples that everyone expects and that's a different thing
to have these multiples that everyone expects and that's a different thing yeah i don't know that
Yeah, I don't know that that's just it. We'll have the multiples again when the new people come in and they're coming
that's just it we'll have the multiples again when the new people come in and they're coming
The question is what are they gonna choose? They're gonna choose an old narrative
the question is what are they going to choose they're going to choose an old narrative they're
They're gonna choose a new narrative that actually does something and if people are still gonna harp on that same song advance of utility
going to choose a new narrative that actually does something and if people are still going to harp
on that same song and dance of utility if they say oh well this one actually does something maybe
If they say oh, well, this one actually does something maybe this will be the next big thing
this will be the next big thing uh based on what you've seen on your youtube channel and such like
That is the base on what you've seen on your YouTube channel and such
Like do you feel like the newbie shows up and and looks for some fresh idea?
do you feel like the newbie shows up and and looks for some fresh idea or do they just simply
Or do they just simply like login to coinbase or whatever and pick one of the top coins and just you know
like log into coinbase or whatever and pick one of the top coins and just you know like walk away
Like what like what do they how much research to those guys doing like cuz to me like like coin does point all this kind
like what like what do they how much research are those guys doing like because to me like
like coin does point all this kind of shit is sort of like the the bellwether for is the newbie
Of shit is sort of like the the bellwether for is the newbie back
back and if you see them pumping like wait a minute who's buying this thing it's some new guy
And if you see them pumping like wait a minute, who's buying this thing? It's some new guy
That's my theory at least but I'm not sure if that's gonna happen this season
that's my theory at least but i'm not sure if that's going to happen this season no i don't
No, I don't know. But I mean like I mean it's the same thing like when the newbie come down like wait bitcoins
know but i mean like i mean it's it's the same thing like when the newbie comes down like wait
bitcoin's forty thousand dollars for one i mean irregardless the fact that you know toshis i don't
$40,000 for one. I mean irregardless the fact that you know, it's toshis
I don't want to buy that but how much is the dogecoin 17 cents? That sounds pretty good
want to buy that but how much is the dogecoin 17 cents that sounds pretty good i'll get a hundred
I got a hundred of those and then they know that that's kind of like how the narrative has been
of those and then you know that that's kind of like how the narrative has been i think it's how
I think it's how it will actually continue. But the next thing it'll be is is
it will actually continue but the next thing it'll be is is unfortunately to say it is the people
Unfortunately to say it is the people that they talked to and another unfortunate aspect is the people that they've watched on YouTube
that they talk to and another unfortunate aspect is the people they've watched on youtube sweet
Sweet Mary Joseph. We had some bad people on YouTube give some really shitty advice and
mary joseph we had some bad people on youtube give some really shitty advice and uh you know
You know, they've been picking up these
they've been picking up these monstrously bad cryptos and i think that'll just continue uh
Cryptos and I think that'll just continue
Going into the next cycle. So hopefully, you know, hopefully they figure out first like, you know
going into the next cycle so hopefully you know hopefully they figure out first like you know
bitcoin's been around for 15 years roughly and it's been battle tested so maybe i'll
Bitcoin's been around for 15 years roughly and it's been battle tested
So maybe I'll get into that first and then maybe dip into these other plays these layer ones
get into that first and then maybe dip into these other plays these layer ones these layer zeros
These layers zeros a chain length because of what you just recommended. So yeah
a chain length because of what you just recommended so yeah well but i i always
Well, but I I always feel like everything just repeats itself and and it'll be the same thing again
feel like everything just repeats itself and and it'll be the same thing again then i i remember
after uh luna avax and uh soul had topped uh in late q1 of 2021 i remember going uh to a convenience
soul had topped in late q1 of 2021 and I remember going to a convenience store and
store and um you know he owns uh like a little bitcoin etm and all that stuff and you know the
He owns like a little Bitcoin ETM and all that stuff and you know
convenience store gets some fees on that or whatever and he's like hey man i know uh you you're
The convenience store gets some fees on that or whatever and he's like, hey, man
I know you you're into crypto right and all that stuff and you know, should I buy a classic and I'm like
you're into crypto right and all that stuff and you know should i buy uh eth classic and i'm like
why would you buy eth classic right that thing's a dino coin right and eth classic if you take a
Why would you buy each classic right that things a dino coin, right?
And each classic if you take a look at the chart for each classic from the start of like April
look at the chart for eth classic from the start of like april uh of 2021 all the way to like mid
Of 2021 all the way to like mid-may each classic basically
may eth classic basically outperformed a lot of these like newer tokens that were out into the
outperformed a lot of these like newer tokens that were out into the market and
market and you know going back to the stuff i said right like you know should i jump into these
Said right like, you know, should I jump into these tokens that have already pumped the lies the train going to continue and
tokens that have already pumped the lies the trend going to continue and when i look at things like
When I look at things like a Celestia like a say right
a celestia like a say right from their price points in october they basically did what link did in 2020
From their price points in October. They basically did what link did in 2020. They went up a thousand percent, right?
they went up a thousand percent right and i'm sort of thinking like at this point it's just as you
And I'm sort of thinking like
Point it's just as you said Rob a bunch of buyers and sellers just sloshing money around and
said rob a bunch of buyers and sellers just sloshing money around and you know perhaps they
You know perhaps they just do buy those top trending coins on on their coinbase account
just do buy those top trending coins on uh on their coinbase account but i want to ask you both this
But I want to ask you both this right when we talk about like, you know
right when we talk about like you know things that appeal to retail and all that stuff right
Things that appeal to retail and all that stuff
Right if we pay attention to the demographics that are happening outside of America, right like in China and Japan
if we pay attention to the demographics that are happening outside of america right like in china
and japan um we actually see that like the bitcoin ordinals ecosystem has been flourishing
We actually see that like the Bitcoin ordinals ecosystem has been flourishing a lot
a lot right and if we take a look at the market cap for ordinals right now it's at about like
right, and if we take a look at the market cap for ordinals right now, it's at about like 8 billion and
eight billion and if we compare the erc 20 market cap to the eth market cap there's a clear disparity
If we compare the ERC 20 market cap to the ETH market cap
There's a clear disparity between I guess sort of like a pseudo peg
between i guess sort of like a pseudo peg between the ordinals market cap and the btc market cap and
between the ordinals market cap and the BTC market cap and I
think there's like some developments going on where eventually you're gonna be able to download some app on the Apple Store and
i think there's like some developments going on where eventually you're going to be able to
download some app on the apple store and basically just ape into nfts and alts built on the bitcoin
Basically just ape into NFTs and alts built on the Bitcoin base layer
base layer um i think there's actually one right now i just it escapes my mind but rob since the
I think there's actually one right now
I just it escapes my mind but Rob since the last time that we spoke the ordinals ecosystem has just
last time that we spoke the ordinals ecosystem has just you know gone parabolic since then as far as
you know gone parabolic since then as far as like
like the current social capital within the crypto ecosystem so what are your thoughts
The current social capital within the crypto ecosystem
So what are your thoughts on ordinals ends, you know
on ordinals and you know its potential to be one of the key narratives uh for this cycle and have
It's potential to be one of the key narratives for this cycle and have you interacted with the ordinals ecosystem yourself
you interacted uh with the ordinals ecosystem yourself well first of all i wish i would have
Well, first of all, which I would have got on that train. I miss that boat. That's for sure
got on that train i missed that boat that's for sure but uh the ordinals i mean it's a funny thing
but the ordinals, I mean, it's a funny thing because like
because like bitcoin maximalists are always talking about how bitcoin is the base layer
Bitcoin maximalists are always talking about how Bitcoin is the base layer
You know kind of like the TCP IP of the internet, right? And then, you know, if you build on top of that, that's fine
you know kind of like the TCP IP of the internet right and then you know if you build on top of
that that's fine that's going to you know be great but then when we get stuff like like ordinals
That's gonna you know be great
But then when we get stuff like like ordinals are like I hate this. This is this is disgusting
are like i hate this this is this is disgusting this is not what it's supposed to be why are we
this is not what it's supposed to be why we're writing on Bitcoin because it's it's raising the
writing on bitcoin because it's it's raising the uh gas fees and making just you know bitcoin
Gas fees and making just you know, it's a Bitcoin blockchain unusable
blockchain unusable i just look at it like it's just a natural progression and i know i saw there
I just look at it like it's just a natural progression. I know I saw it was a podcast with
was a podcast with uh i think it's mr teal from uh mara from the bitcoin miners and he said you
From the Bitcoin miners and he said, you know
know i mean it was a lot of people don't like ordinals but he said in all honesty it's great
I mean it was a lot of people don't like ordinals
But he said in all honesty, it's great for miners because we get paid quite a bit just for all the transaction fees
for miners because we get paid quite a bit just for all the transaction fees and we've actually
And we've actually surpassed aetherium for multi months. So when I look at this, I know some people will say well
surpassed ethereum for multi-months so when i look at this i know some people will say well
we hate it we don't want it but if you if you think about it remember that that tweet when uh
We hate it. We don't want it. But if you if you think about it
Remember that that tweet when the ETF was about Bush was going to be approved the spot Bitcoin ETF and
the ETF was about bush was going to be approved the spot bitcoin ETF and the SEC's x account was
The SEC's X account was hacked and somebody put out that that tweet
hacked and somebody put out that that tweet well it was immediately of course taken down
Well, it was immediately of course taken down but someone took a picture of it and someone put it on
but someone took a picture of it and someone put it on the bitcoin network as an ordinal and it'll
The Bitcoin network has an ordinal and it'll live there forever
live there forever and i always think of it and i think to myself if there's any chain that's going
And I always think of it and I think myself if there's any chain that's going to make it out of all the different chains
to make it out of all the different chains out there it's probably going to be bitcoin so i'd
Out there. It's probably gonna be Bitcoin. So I'd love to have that
love to have that history preserved on top of whatever history that people can put on it i know
History preserved on top of whatever history that people can put on it. I know it'll make it for the long haul
it'll make it for the long haul so for ordinals and you know for the money that's coming in
so for ordinals and you know for the money that's coming in I
i don't have an issue with it and if it's that people say well it shouldn't be there well build
Don't have an issue with it. And if it's that people say well, it shouldn't be there. Well build a better product
a better product make a better layer two solution man that that that is going to be a sick narrative
Make a better layer to solution
Man that that that is gonna be a sick narrative in my opinion for 2025
in my opinion for 2025 i think that like this is something that has been needed in the uh
I think that like this is something that has been needed in the
overall market space as a whole not just crypto, right because like I
overall market space as a whole not just crypto right because like i think there has to be
Think there has to be another avenue for retail to think about Bitcoin than just oh
another avenue for retail to think about bitcoin than just oh you know it's a hedge against
you know, it's a hedge against monetary debasement when there's like
monetary debasement when there's like excessive free flow of easy monetary policy and all that
Easy monetary policy and all that sort of things man
sort of things man but you know just just to wrap up just to wrap up here because i know there's like
But you know just just just to wrap up just to wrap up here cuz I know there's like
your short term get right um going into the halving right so we're about 80 85 days out
Going into the having right so we're about 80 85 days out from the having so I would love
from the halving so i would love some dubious speculation on your ends on where you think uh
Some dubious speculation on your ends on where you think you know
you know some prices where where some prices might be at from here to the bitcoin halving
Some prices where where some prices might be at from here to the Bitcoin having
You can give perhaps a range, right? Perhaps you think we test 35 go as high up as 55
you can give perhaps a range right perhaps you think we test 35 go as high up as 55
What are your thoughts on what you think is going out over the next?
what are your thoughts on what you think is going to come out over the next uh
Two months or so going into the having
two months or so going into the halving
sure uh bitcoin to 250 000 if they're into 15 000 and then of course right there yeah so yeah
If they're into 15,000 and then of course right there. Yeah, so yeah, exactly. So
exactly so hopefully people just like clicked off like that's crazy and then i can be on like uh
Hopefully people just like clicked off like that's crazy and then I can be on like, you know coin telegraph tomorrow
you know coin telegraph tomorrow uh influencers state that bitcoin is going to turn 50 000 is
Influencers state that they couldn't interpret a thousand. Is this real some ridiculous phrase or title they come up with but now it's
this real some ridiculous phrase or title they come up with but no it's usually what happens
i mean in the last cycle we had i don't know if you guys remember this there was this virus
In the last cycle we had I don't know if you guys remember this there was this virus
Coronavirus was a big deal and during that time around March or so
coronavirus was a big deal and during that time around march or so this is right before the
This is right before the having when we was tanked, you know, we went from over 7,000
halving when we was tanked you know we went from over 7 000 i think it was all the way down to
I think it was all the way down to 3,000. I think before that
3 000 and i think before that in 2016 you know during that halving we had a little bit of a dip
2016, you know during that having we had a little bit of a dip as well
as well so i could see us going to like you said 35k and i for one hope so because i think most
So I could see us going to like you said 35k and I for one
Hope so because I think most of the people on here are just like me like man. I didn't accumulate enough
of the people on here are just like me like man i didn't accumulate enough i really should have
I really should have should have bought some more of this or bought some more of that
should have bought some more of this or bought some more of that so i'm always kind of looking for
So I'm always kind of looking for
these you know depressions of of price action because i know or i think i know i hope
depressions of price action because I know or I think I know I hope that
that within six to twelve months after the halving well eight to fourteen months afterwards
Within six to twelve months after the having well eight to fourteen months afterwards. We see some massive parabolic bull run
we see some massive parabolic bull run so like i'm hoping we see 35k which seems reasonable
So like I'm hoping we see 35k, which seems reasonable, especially what are we at?
especially what are we at 40 41 somewhere around there today let's say we we take a drop between
4041 somewhere around there today
Let's say we we take a drop between 37k 42 to 45k. I'm happy with that
37k 42 to 45k i'm happy with that i can just keep accumulating so as far as bitcoin goes that'll be
I could just keep accumulating. So as far as Bitcoin goes that'll be that and then as far as altcoins
that and then as far as altcoins it's anybody's game but i will just tell you i think this whole
But I will just tell you I think this whole last year was just where all the money was made
last year was just where all the money was made and i think even now if even if you go back into
and I think even now if if even if you go back into February 2nd, 2020 and
february 2nd 2020 and den's got a great website into the cryptoverse it's it's free this little
Dan's got a great website
Into the crypto verse it's it's free this little tool if you put in like a lump sum of like a thousand dollars in the pretty
tool if you put in like a lump sum of like a thousand dollars and pretty much anything in
Much anything in the top 30 even to the day you're up like four or five ten X or something like that
the top 30 even to today you're up like four or five 10x or something like that you didn't do
You didn't even do anything with it. So I think right now is the time to do it
anything with it so i think right now is the time to do it but uh ranges yeah 35 to 42 somewhere
But ranges, yeah, 35 to 42 somewhere around there
around there all right some chop man and i do want to mention man i know you had mentioned
All right, some chop man, and I do want to mention man. I know you had mentioned
Gaming I'm pretty familiar with Farqana and Israel and the team and all that stuff and
gaming i'm pretty familiar with farcona and israel and the team and all that stuff and um i'm really
I'm really enthusiastic about the gaming space
enthusiastic about the gaming space uh going into q3 going into q2 q3 of this year and
Going into Q3 going into Q2 Q3 of this year and really for the rest of the cycle after that
really for the rest of the cycle after that um shrapnel very bullish on them as well and
shrapnel very bullish on them as well and some other projects that
some other projects that haven't really like fully gone to market yet like my pet hooligan
Haven't really like fully gone to market yet like my pet hooligan when we talk about virality and a lot of
when we talk about virality a lot of uh if you remember uh the rayman series and uh raving yeah
if you remember the Rayman series and
Raving yeah, man. Yeah, so really bullish on things like that
man yeah so really bullish on things like that um the game has to be fun first and foremost and
The game has to be fun first and foremost and man. It was a pleasure speaking with you
man it was a pleasure uh speaking with you but before i wrap up how about yourself stuffy
But before I wrap up, how about yourself stuffy?
What are your thoughts on the market in the immediate short-term going into the having? What's your low end range? What's your high end range?
what are your thoughts uh on the market in the immediate short term going into the having
what's your uh low end range what's your high end range i think the my thought is that because uh
my thought is that because
tech stocks and their earnings and whatnot have been pretty decent and we're you know
Earnings or whatnot have been pretty decent and we're you know put in various all-time highs there
putting various all-time highs there um you know generally if like tech people are rich
You know generally if like tech people are rich
These are the same investors in crypto to some extent especially the larger people or the whales or whatever
these are the same investors in crypto to some extent especially the larger people
or the whales or whatever um so i think there is a um a bit of a correlation there
So I think there is a a bit of a correlation there. That's kind of bullish
that's kind of bullish i think there you know maybe you will get ray cuts and things like
I think there, you know, maybe you will get rate cuts and things like that latter half of the year or something. Perhaps
that latter half of the year or something perhaps um and that could be a potential catalyst um
And that could be a potential catalyst
Going forward then we have like election season
going forward then we have like election season i've heard an interesting thesis where you know
I've heard an interesting thesis where you know, maybe stocks and stuff take a bit of a dump through summer
maybe stocks and stuff take a bit of a dump through summer you know and then like you know
You know and then like, you know, Trump gets elected they pump and if he doesn't they don't or something like that
if trump gets elected they pump and if he doesn't they don't or something like that so it's like a
So it's like a pre-election drama is it might happen this time
pre-election drama is it might happen this time uh everything's run quite a bit already um so uh
Everything's run quite a bit already
So yeah, and then you know, like what's the cost of mine BTC post happening? It's like maybe 20 to 24k
yeah and then you know like what's the cost in mind btc post happening it's like maybe 20 to 24k
so there's like definite potential to dip down to those levels even though it sounds absurd like it
Potential to dip down to those levels even though it sounds absurd like it has it's happened so many times before
it's happened so many times before it only takes one really really heavy set of bad news to make
It only takes one really really heavy set of bad news to make things go down
things go down but having said that like the etfs are drawing in lots of interesting new cash
but having said that like the ETFs are drawing in lots of interesting new cash and
and some of those people that are maybe trading out of their stocks and stuff because they're you
some of those people that are maybe trading out of their stocks and stuff because they're you know cashing in on AMD like I
know cashing in on amd like i did or cashing in on whatever like you know looking for a place to
Did or cashing in on whatever?
like, you know looking for a place to store that and now you can do that in your brokerage fund with BTC right there and
store that and now you can do that in your brokerage fund with btc right there in your uh
You're in your fund. So, you know, it's really tough to say
in your fund so you know it's really tough to say i mean like we just live in a different world than
I mean like we just live in a different world than we did in previous cycles or whatever and it's pretty much just different every
we did in previous cycles or whatever and it's pretty much just different every time anyway
um so it's really really tough to predict i think uh btc is in a good place here um i would like to
So it's really really tough to predict. I think BTC is in a good place here
I would like to see a 2016 style run where the havening
see a 2016 style run where the halvening uh time period is actually the big run-up um so you know
Time period is actually the big run-up
So, you know where things really just run all the way through summer
where where things really just run all the way through summer um and um and maybe even peek out
And maybe even peek out by the end of the year like like a really front-run type of system
by the end of the year like like a really front run type of system because i think we almost did
Because I think we almost did that before the kovat crash
that before the covid crash like if you look at 2020 in march like the market looked like it was
Like if you look at 2020 in March like the market looked like it was heading up
heading up it looked really the chart looked really good and then bam you know you get this
It looked really chart looked really good. And then bam, you know, you get this dump in this capitulation
dump in this capitulation um with the covid crash and also the chinese minor thing this time
With the kovat crash and also the Chinese miner thing this time if we don't have something like that
if we don't have something like that maybe we truly do get a halvening year that's bullish
Maybe we truly do get a happening year. That's bullish. There's this interesting way that people look at charts
there's this interesting way that people look at charts they're like they sort of expect the last
They're like they sort of expect the last cycles thing to happen again
cycles thing to happen again and what happens it happens is oftentimes the opposite so the opposite
And what happens it happens is oftentimes the opposite
so the opposite of having a really shitty year for 2020 would be a really great year for 2024 and
of having a really shitty year for 2020 would be a really great year for 2024 and not playing out
Not playing out like the previous cycle. So I kind of have this mindset. So I'm very heavily allocated already
like the previous cycle so i kind of have this mindset so i'm very heavily allocated already
In fact, almost every penny I have is already in crypto except for like what's in stocks that I might sell if there's like
in fact almost every penny i have is already in crypto except for like what's in stocks that
i might sell if there's like you know some over valuation there and i see a dump in some coins
You know some overvaluation there and I see a dump in some coins. I'll just grab them using my stocks
i'll just grab them using my stocks that's pretty much my plan going forward um this assumption
That's pretty much my plan going forward
This assumption that we're gonna have a very bullish year this year. I could be completely wrong though. So we'll see what happens
that we're gonna have a very bullish year this year um i could be completely wrong though
so we'll see what happens great so guys this was an amazing conversation uncle rob i want to thank
Great so guys, this was an amazing conversation uncle Rob. I want to thank you
you seffy max massive shout out to the audience thank you guys so much for tuning in this is your
Cephi max massive shout out to the audience. Thank you guys so much for tuning in
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His conversation was a maze
his conversation was amazing
you guys have a fantastic weekend
care have a safe weekend the cables be favorite and remember stay off of the leverage
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