 Hello, everybody. Welcome to the Sunday stream. So today we're gonna talk about is what we talk about every Sunday Which is how is the portfolio doing and what is the plan moving forward? So we I got a bit discussed. Let's just jump right in first of all I think you all know the prices. I don't need to go over this But what I found interesting today was that there's been some new capital from somewhere Because forever as I can remember it's mark has been around 1.15 1.2 somewhere around there now We're at 1.3 1 trillion 319 billion and rising fast. So I mean, we'll see what it all comes to and Hopefully people will see the light and they'll figure it out that hey Maybe I should get in this train before things blow up and maybe that ETF gets approved now I have been very vocal about my thoughts on that. But hey, who knows? I mean, it looks like things are going pretty positive. So without further ado, let's jump into it Here is the portfolio and I wanted to do was just show everybody essentially how What the potential gains could be and what I want to do is we just take a look at the portfolio Just doing something very simple very very simple Which would be to just put in $10 per day and I want to start this on September 1st 2023 but I back this up for the sorry day just a little bit August 30 Just like get all the days in all the days in line And what I want to do is just show you like what's up and what's down and also this isn't fair because this is what it Look like just if we started on September remember, I've been dollar cost averaging since 2022. So this isn't correct So this is what we have if you just started in September, which would have been a pretty fantastic month I just thought it'd be fun to do September because September was like the crappiest is so was supposed to be the crappiest That's in traditional markets and crypto is supposed to go down September is rectember and then October is October and so far October has been Sticking study with the narrative, but as far as September it did the exact opposite and actually went up pretty well So if we're taking a look at the things that I personally Dollar cost average either every day or every week, which would include chain link Solana Bitcoin Cardano Matic near Doge ETH Arbitrum Algorand dot and Adam I've also added a couple of different gaming tokens, but I'll give them those later at some point But this is this is the main core This is what I'm doing and I got to tell you I was pleasantly surprised when I took a look at the day I'm like, I'll be damn Everything's in the green. So I mean, that's what you want to be as as an investor dollar cost averaging You know, I got made of you know, people would always ask me like what why you keep doing that? Why don't you just wait or do that? I always said the same thing because I'm not that smart And I don't know exactly where things gonna go. I don't think I can predict what's gonna happen So I do the same thing now I do this thing called dynamic DCA and you could find that video here on in the YouTube channel or on Dan teaches crypto But today it's looking like said pretty good See if we take a look Chain link since September 1st roughly is up 57%. I always like chain link I know there's other oracles out there But it seems like chain link has the foothold and it's kind of like browsers Back in the day of the early internet. I mean there was like a thousand browsers out there But then in the end Google one. Yeah, I don't see too many of the using as Jeeves To do searches. I think a lot of you guys are just using Google Which is pretty much what everybody uses So I think chain links one of those oracles that is gonna kill everything and is gonna be that oracle space to pull an Outside in the blockchain Solana, which I always felt was you know a reasonably good chain I think some people absolutely love it I don't I'm not married to any one thing But I thought Solana just got a bad rap because of scam Wankman fraud And FTX so I thought it would bounce back and sure enough it did and of course Bitcoin is actually my third It's funny. Like I've always said Bitcoin is Is the safest play in the most unstable asset class and Bitcoin is up 26% since September? Cardinals up 15% number four. I'll be damned pretty good Matic 14 near which I always thought nearly I just don't get why it's not really taken off yet I think the technology is great. It has sharding. It's got a lot of different products building on it It's I mean, we're gonna take a look at that radar and to see how how fantastic it's doing But get only up 12% doge 10 e-tharbitra. I'll go in dot and Adam Adam Geez 3.1% Tram through it, but again all positive pretty happy So that looks pretty good if you would have done in September which I did not So let's make that a hundred percent clear. Let's move ourselves back. Shall we and Take a look at Let's go back to 2022 and see because this is pretty much when I started and For the longest time, I mean, let's just go back. I mean for the most I was underwater forever But that's exactly how I did it in 2018 and 2019. I didn't really care I'm like, well, I think things are gonna go and it was a bad time frame But now as we come over here, it's not too bad, but I'm still underwater for most of them, right doge I'm down 0.7 Maddox. I'm down 20 percent dot 20 29 38 55 for Arbitrum Arbitrum again One of my favorite plays. It's a new it's a new one and I think it's gonna do really well in the bull market but underperforming right now, but again still chain link Solana and Bitcoin carry out number three and that's August 30,000 22. Let's go back even more because I Mean I was I want to say March mid-March I was started in 2022 and Well chain link still beats Bitcoin. I'll be damned so chain link is up 54 percent Bitcoin 42 percent slot 33 percent ethereum 10.4 percent so again There is something to be said for all coins, but they're risky man They're really risky But these are the things you can do and then for everybody I always like to point this out, which is I know people would say but you know, that's pretty crappy for You know for two years of investing. Look, it's just like your other assets that you may own Whatever that may be, but I will say like if you're a real estate investor You don't look at the price of your house every couple of days You don't really care because you get into it for the long haul You don't look at the price of land every week or every two weeks. It's just a long-term play and this is what I think This is one of the hardest asset classes we can have it is the most finite. It's not even scarce It's finite which we Bitcoin now the other ones aren't Fine, I had a really even scarce you can keep producing them But I just think that this is the asset class that so far has beat everything and that would be real estate investment trust That would be precious metals that would be the large caps and small caps and everything in between It would be Bitcoin. So I still have a lot of faith in that and that's what we have so That is where we are for right now But and there's this phrase that I say and people pointed out to me that I'm wrong Which they are correct actually and the phrase is Time in the market is more important than timing the market and I always talk about that We will say, you know, Rob, that's that's wrong and you know what you're right Time in the market is more important than timing the market as far as buying as far as buying I've got a lot of I've got some people in the chats who have told me that they actually bought at the peak of 2021 but thanks to Delta cost averaging they may all do quite well bring their cost basis down now They're actually in the green what whatever different tokens that they're talking about or maybe even Bitcoin So for that one, I still think that time in the market is more and more than timing as far as buying However for selling and that is the big thing for selling if you want to take profits Some of you may not want to I know some of you this sounds ridiculous when I say this But some of you are never going to sell your Bitcoin. That's just the truth Some of you will never sell because you you say that you're not going to and I just assume you were going to not do that Because that's what you say. I don't I'm not your dad or a financial advisor. Do whatever the hell you want, but For all these things that are happening as far as like selling it is the most important thing as far as like timing because if you were Timing the market and decided to say well, I bought Bitcoin at 67,000 and now it's November 17th 2022 someone's gonna sell it at you know 15,700 dollars Time in the market does not matter Because you just got you just sold the bottom, which is the absolute worst. So when I talk about Timing you're gonna have to time it a little bit as far as like selling and that's why we Three or four days ago We took a look at this video, which is a video. I did like a year or so ago Where I talked about seven or eight different indicators. I'm looking at of when I'm selling I'll link that in the description, but definitely take a watch take a watch that video again and again and again and Try to figure out what's your best Indicator or what you want to do moving forward because I'm telling you right now Everybody knows how to buy the dip. Everybody knows a dollar-cost average. It's not rocket science What's gonna be tough and it's it's not that hard to sell But it's tough to get your mind wrapped around it and that's it So let me know what you think about that in the comment section as far as the portfolio I think things are doing okay so far and we'll just keep doing the same thing There was a question which I'll get in a Q&A about well Rob When are you going to? Stop buying Bitcoin or have you started to buy Bitcoin again? And I will answer that in the Q&A a little bit, but before we do that There was a tweet let me see this is from token terminal and Took a look at the 30-day change of active users daily active users and Cosmos and again, I think this is the this is the odd thing about the underperforming assets It doesn't really matter about well I can't say it doesn't matter, but the price does matter because let's be honest We're here not all of us are in it for the tech, right? There's a lot of people that is like hey, you know, I invested in this I put my harder money into it Where are those fat gains and for some of these different? Projects they're great. They work people are using it, but for whatever reason It's just the price isn't going up And I want to take a look at just some of these metrics You should probably take a look at for the long term again if we take a look at Traditional markets or our crypto market we can see that like Warren Buffett said stocks is In the be our equities In the beginning it is a it is like a voting machine, but in the long run it is a weighing machine So right now everybody's just voting For what they actually think it is and they're speculating but in the end as time goes on It's all about the utility what I've actually do in Cosmos. I think does really well anyhow So we're taking a look at these active users 182 percent 30-day change, which is pretty good But then when I took a look over here and I see this this active users per day Cosmos does pretty good 33,000. Look at CELO 123,000 active daily users pancake swap 103,000 Bitcoin 664,000 near again the one that I think is awesome 824,000 Uniswap has a great utility if you want to get all those those crazy DGEM plays You need to go to Uniswap or some other dexes 77,000 0x Multiverse X of nothing 11,000 Metamask Solana almost 100,000 pretty good and look at BNB chain 1.04 million That's a boatload Arbitrum on my favorites 134,000 Ethereum 312. Let's see polygon again great for gamification L2 well, it's actually a sidechain 324,000 and Tron at 1.49 million don't dismiss Tron when I went to the Korean blockchain week in South Korea Everybody talked about Tron like it was like the best thing of all time and it has to do with their stable coin They haven't everybody uses it over there. So now I understand what the whole fuss is about So yeah, when I take a look at these I'm like these metrics are kind of you know positive for the things you want to look at now we got to take a look at let's just break that down though because When you're looking at on-chain data, it's funny. It just is funny. There is a website called DAP radar I linked this in the description you can check this out yourself and we take a look at all chains as far as the top blockchain DAPs DAPs that are being used the one that is in the in the top every single time I come to this website every single time and you can you can verify this by just coming back this this week you're gonna see Near at the top and Kai Ching is the app. I don't know what the hell Kai Ching is. I don't know what that is But if you take a look at it unique active wallets or UAW 739,000 and percent of UAW what is this though percent change the difference between the current and 24 hours It's up 32 percent 24 hours. That's not bad. We take a look at the vine. There's nothing going on. What is Kai Ching? I can't find a website. I can't find a social but apparently on near club. It's some kind of shopping app Save time and money pay less we pay with Ki With Kai C. I guess that's her token and hundreds of shops in an extra Kai C while playing and shopping okay So that's I'm gonna guess this is Southeast Asia type of play But it's built in the near protocol and near is one of the fastest blockchains that's out there. So that's interesting Alien worlds. This is a game farmers rolls a game on wax sweat economy I don't need to talk about that I think everybody knows that on this channel and some other ones down the line So if we take a look at this this is another metric to take a look at is who's building on it Who has one of the biggest dapps that is out there and actually well, let's just go to this one so we talk about these dapps and Who's building on what and how great that is right fantastic, but just because you have transactions going on It's not a really great indicator because we all know that you can you can fudge these transactions You can move things back and forth. You can do some kind of voting and say oh see those are on-chain transactions Aren't we awesome? No, it's not that awesome. Which is actually kind of sucks What you want to take a look at in some way shape and form is the fees and the fees if you go over to sorry defy Lama And you just click on those fees revenue. You can do simple and advanced and We can sort this by fees seven day fees 30 day and fees for one year I just did the fees for one year and and Took a look at the top You know what the top is for fees ethereum now. Is that a great thing? You got to say to yourself will Rob Etherems gas fees are astronomically high and they suck and you were a hundred percent correct. However If you take a look at what's being built on a theorem, it's still The biggest out there and of course yes, the fees are high But guess what people are voting with their pocketbook and even though it's ridiculously high. They're still using it So there's still demand for that. So that's why I still dollar cost average on to a theorem Next one would be uniswap Lido Tron again, like I talked about and there's Bitcoin 337 million Which you know as the network gets taxed more people using pancake swap open C Convex finance Ave maker arbitram, but look at these look at how it goes down as far as fees go So remember as time moves on People aren't going to pay a ton of money to be on a theorem. They're going to use L2s or side chains To reduce those fees because no one is going to pay $65 75 125 dollars for an NFT. That's worthless on a theorem They'll pay a couple pennies for a worthless NFT or some kind of transaction using a L2 sidechain. Sure, but on this one I mean right now it's good. I don't know what's gonna happen in the future Polygon 28 see there you go 28 million optimism 31 million and so on and so forth So if you're taking a look at like where the adoption is happening You can you can fake a lot of on-chain transactions talk to Anybody who's better at this than me as far as on-chain data But as far as like paying with your pocketbook That's where the rubber meets the road and on these like top 30 or so take a look at these quick swap MUX radium I don't know maestro. I saw and Solana 25 14 million but again, it's super cheap. They're running 14 million So there's that and then lastly and this this is the thing I like Cardano. I like Cardano, but if you take a look on this page Added this doesn't show up for whatever reason Let's see. There's Tron the optimism Optimism Kind of there, but I don't see I don't know if it's just not recorded or what so is one more site You might want to take a look at it's called crypto fees dot info again. I'll link that in the description You can discover this for yourself and you figure out which ones are actually being used again and this these transactions are You know neck and neck so I mean the same across the board Ethereum one day fees is 3.4 Okay, million. I thought it was billions like cheese. That's a lot of money. Okay 3.4 in one day And then the seven-day average average across the board almost five million. Okay Uniswap again second Bitcoin and three and so on and so forth, but again on this one Actually Cardano is there But it's super low and again, I think that's actually I don't know why it shows up here But it doesn't show up on defi llama. I don't understand why that is And I got to tell you what's funny about Over here on defi llama. Where the hell is it? If you keep going down Sweet Mary Joseph even radio shack I guess has a crypto And it's pulling in a whopping nine thousand dollars in one year radio shack I don't know. I found that funny and But you don't see the cardano in there, but you see it over here So again, just take a look at the crypto fees and and go from there and lastly before we wrap up There was a question that somebody asked me a couple days ago three or four days ago about the transfer from Polygon or mattock over to pole pol They said, hey, are you are you doing anything as far as like the you know Transferring things over or what's going on. I said, I don't think you have to do anything This is right from polygon dot technology the blog post a link in the description. You can find it But the FAQ says is there anything I need to do today as polygon POS polycon EVM user or mattock holders And they say nothing We can't stress the NUS If you can't stress is enough the test net release is part of a standard security practice And the new pip's released that they are being proposed for community feedback if I could join the governments Okay, and if you're a note operator a stake or you can read that right there, but this is in uh All about the polygon to pole pol contracts So as far as I can read there's nothing that you have to do Us as polygon holders and that is it for today. So look If you like today's video give it a thumbs up consider subscribing But that's it. So thanks so much adios