 Hello everybody and welcome to the Sunday show glad to have everybody back So we got a lot of things to go over. So let's just jump right in to the main point Which is we're talking about the portfolio and this was actually a thing that we put together Because everybody was asking about well how does this work as far as like with dollar cost average and some results moving forward as far as like what it would look Like in a portfolio. So what I did was I just put together a very simple portfolio the things that I actually buy and I invest into and I believe in and We put it together and just said let's start from September 1st and work our way forward and Those different cryptos they got a lot of those questions about like what what do you buy? What do you like? What's going into it? This is what I got Bitcoin Ethereum Solana Cosmos Arbitrum Chainlink Polkadot near Polygon Cardano Algorand and Dogecoin now Your coin might not might be on there and it doesn't mean that your coins awful or I don't believe in it just this is what I'm getting into at this particular moment and some of these I dollar cost average I mean might me personally every single day some it's every week and some it's every two weeks But for this portfolio, we have to take a look at how we would do Just dollar cost average basic basic basic And I got to tell you so when we put this together On September 1st and again, I'm using Ben's website and the cryptiverse and this part here for the DCA stuff It's free. So there's a link in the description But if you want some more advanced things like the macro charts and stuff like that time and risk bands There is a cost for that but for this one it is free and we're taking a look at again Ethereum Solana Cardano Doge Polkadot Matic Cosmos Arbitrum near an Algorand and when we put this together I personally thought I wasn't going to do too hot in September because September is usually rectum Last five years. I think it's been pretty awful But for some reason, you know the market does the exact opposite of what we think it's going to do And it actually went up and then and also in October. I thought oh, well, we'll definitely be up, too Of course, that does the exact opposite of what we think. I think we're down like one or two percent But again looking all these things and we're doing this the very basic 10 bucks a week I think that would crush too many people and if we did that and all the difference Crepes that we have I was kind of surprised As of October 9th Half of the cryptos would actually be up and Solana would be the big winner So if you were looking into this just up September You'd be up 10% on Solana. So you would have put in 60 bucks. You'd have 66 dollars in Solana chain link You'd be up 9% Bitcoin only for Algorand, which was underperforming for quite some time 1.2 percent Ada not too much in Matic and then the the the ones that didn't perform too well Cosmos or Adam aetherium Arbitrum one of my favorites dogecoin another one my favorites dot and near Which I think is gonna do pretty well next cycle down 5% and of course Again, I'm kind of flabbergasted because I thought I wouldn't perform this well In this amount of time and I know some people say well my crypto went up this and I heard the one that true There's a lot of that that we can look at that can that went up exponentially But that's what we have for this piece But we have to be fair and we have to really roll this time back because what if we Didn't dollar-cost average starting on August 29th or September 4th when I had this put in Let's go back to 2022 or actually let's go to the beginning of 2023. Let's do that And how would we have done starting on January 1st, 2023 again 10 bucks a week, how would we be doing? Not too great honestly Chainlink you'd be up 9% pretty good. So on 8% and Bitcoin 7.1. You would have put in 410 You would had some but you've been losing pretty badly and That's where I I can't say losing. I mean, this is what I've done before this one I do again, but you would just your portfolio will be down You don't lose unless you sell and of course in investing you're never up all the time That's why I'm always talking about taking profits when things go up and of course here We're down a little bit arbitra being the big loser 45%. Let's let's roll it back even more Let's go back to 2022 and see how we do Pretty awful you only be up Bitcoin 9% because 2022 January 1st That's why after we hit our all-time highs But what if we would have done 2000 whoops 2021 at the all-time highs Well, I've been pretty good over here, but again keep going you'd be only you have 30% But again the time frame it's all about the timing. How about 2020? Not too bad actually you'd be up 787% on Maddox you'd be up 500% on Dogecoin You'd be a 340% and so on and so forth. So again, I know people look at this and like This looks pretty You know sometimes it looks not too great. We're only up 6% so we're down 10% or whatever else It's really time in the market is more important than timing the market and you can try and you know go for it But and of course a lot of these cryptos won't come back And we can I'll take a look at a second, but I think I know an investing and it's not investment advice But not everyone's gonna be a winner You just have to roll out the winners that's actually do produce and that could be 2 out of 10 or 3 out of 20 Or whatever it else it is and just ride those winners up And that's what we're trying to do right here So let me think about that in the comments section and also there's another option you have here if you were so inclined to do so which is called dynamic DCA and What it looks like is this the time and risk bands again, you can find this on Ben site The time and risk bands is just the time when Bitcoin or Ethereum or Cordona or whatever else When they're in this this particular band for their price action and right now Bitcoin is currently in the 0.4 to 0.5 band So actually over here and we take a look at it What this means is instead of just dynamically DCA in $10 a week or a thousand bucks per week or $10,000 per day whatever you're doing as a baller Whatever you're doing, it's dynamically dollar cost averaging So like for this one I'd actually be over here actually spending less this week Because the time and risk bands a little bit lower now. Here's the rub The thing is that you got to be brave because as the price starts to decrease You go on the flip side on the 0.2 to 0.3 So instead of spending a hundred bucks a week, maybe you increase it 25% or 50% or whatever you want it to be But what it means is that you're actually buying more as the price goes down and buying less as the price goes up now For me once we get to these this risk band around 0.6 to 0.7 I'll probably be selling some things off and there's a video in the link in the description Why go for all this stuff, but it's different for everybody like look at micro strategy Michael strategy doesn't care Michael sailor and Michael strategy They're buying buying buying all the way through never selling apparently, but then you got people like your friends Who are gonna call you in the next bull run and of course They're not gonna buy until they get to the 0.8 to 0.9 or when it's like super overheated And of course, these are the ones that call you to lose there in a joke instead You're stopping you're still prefer doing these types of things so there's again different ways that you can do this moving forward and Me personally, I I'm dynamically dollar-cost averaging and we'll see but the question then becomes Well, Robert, we are all-time lows already Because I mean who knows right there is a a link in the description for this spreadsheet Called did it all-time high? I took a look from 2017 actually up to 2023 and What was interesting in all these different cycles is That's for the last cycle, you know, Bitcoin Ethereum Bitcoin cash XRP like going Cardano when they were in the top 10 I took a look at how long it took till after their high in 2017 to when they dropped off to their all-time low And what I found was that the majority not the vast majority but it was 20 29 out of 53 most of them Hit their all-time low One year after their all-time high just one year Bitcoin is a proper example Ethereum Bitcoin cash went from 2017 the all-time I had 2018 Was their all-time low just one year, but what was interesting though is that Out of these 24 out of 53 hit their all-time low in March of 2020. What happened in March of 2020? Well, that's when we had the Surveys of sickness right or Surveys of iris wherever George Gammon says I always forget what he says and That was a big catalyst for people to sell off But if we take a look at these these numbers and these things a lot of these things weren't coming back So just take a look at March besides XRP, which I still don't actually I just don't dollar-cost average it Iota didn't really make too much of a splash Monero did pretty good Coin gold no one knows what that is stellar Tron still pretty good Qtum, I don't even know if that's in the top 100 Opulous, I don't know what that is only see go. I remember it. I just don't think it's around Zcash It's still working around somewhere Stratus as any notice stuff and on and on and on right verge Well, doge going on something arc Decred Komodo, I mean stuff like this. I think these these are already going to be you know dropping off the face of the planet so the question you have to ask yourself now is Everything moves forward and we get into this World global unrest. I don't know what's gonna happen in the Middle East. I don't know what's happening With the Fed if you're gonna continue with higher for longer. It looks like they are I don't know if they're going to turn on the money printer at any time Which would really be great for liquidity, but would also be awful for inflation and You have to ask yourself if a major war breaks out Which it could Would that mean that the market itself would crash a Huge amount like it did when we had a global pandemic or would it be even more? I Don't know. I have no idea. I'm not a geopolitical expert I'm not gonna weigh in on this but I will say that if that happens and then of course We declare a recession, which I think is coming in Q1 maybe Q2 of next year I still think we have some all-time lows for a lot of altcoins out there, but again Wrong before anyhow, let me what you think about that in the comment section and then also The title and thumbnail I talked about a Solana sell-off and this was in my group and they brought this to my attention about FTX estate is staking 5.5 million Solana coins, which let's be honest is not a lot but I just found it interesting and there was a story that I just totally missed about a Sell-off of crypto from the FTX account Made made public by the creditors. Here's what we have So 5.5 million Solana coins are being staked fine the coin staked or worth a hundred twenty two million I represent a small fraction of FTX holdings of Solana very small So the FTX estate which is overseen by a bankruptcy trustee has the option of liquidating these holdings at any time Which again don't everybody freak out and say well Solana is gonna crash. I mean Yeah, we already had a big a big dump of that. Maybe there's one coming. I have no idea on the crystal ball But again very small amount, but there's a lot of Solana actually tied up with FTX Has the option of liquidating this whole unit on its primary role Involves the recovery. This would be the FTX estate the primary role involves the recovery of assets To the exchanges creditors. So everybody that got screwed over by FTX which that case is going on right now Their primary role involves getting the funds back to those people that got screwed over in September a United States court approved the sale of 1.3 billion in Solana FTX causing concerns I don't remember this. I must have blend over me. I forgot So to avoid adding burdens on the crypto market the bankruptcy court demanded the sale occur through an investment advisor and Weekly batches I didn't know this was going on right now, but apparently every week They're selling it off this the the decision drove souls price to a two-month low of $17.34 on September 11th. That's the thing. I took a look back here Thankfully I was dollar-cost averaging Solana And it worked out great because I caught it right here now Does that mean that Solana can't go below 1762 in a couple of months or six months and when World War III breaks out Who knows I have no idea But I mean right now that was the lowest point for quite some time and then here we go. Actually, let me see How about 180 days 1451 in June 2023 about a year. I think I went to like 9 bucks. Yeah, there it was December 2022 $9 and thankfully I was dollar-cost everything back then too But I've also had some stinkers. So that's just how it is But yeah, this is actually happening right now and then The question that I had was well how much crypto does FTX hold? FTX holds 3.4 billion 3.4 billion digital assets a the top 10 assets the company holds Solana Bitcoin ether aptos And I thought to myself well Let's extrapolate it out. How much is that total and where does the story actually come from? So this was actually September 13th Quarter-proof sales of FTX digital assets up to 3.4 billion to be unleashed So far so good. Honestly Again FTX will be allowed to sell digital assets and this is the strange thing FTX will be allowed to sell digital assets because if you think about 3.4 billion of Bitcoin Ethereum and everything else that's pretty bad, but it says here excluding Bitcoin ether and certain insider affiliated tokens. I Thought they were insiders for Solana, but I guess not There'll be limits of 50 million for the first week then 100 million in subsequent weeks And there's an option to raise that to 200 million per week with approval of the court. This sounds like something like Like for a stellar founder I forgot a guy's name who actually had a ton of XRP and kept dumping on the XRP community every single month pretty awful And then to finish up a quite a recent shareholder update FTX has 833 million worth of Bitcoin ether, but it said in the very beginning that that was excluded. So I don't know Kind of shareholders report FTX holds 3.4 billion. So that's what's happening. And then that also got me thinking of this. Well Is all this locked up because I mean FTX and a ton of VCs were involved in Solana people's called a VC coin I don't really care. It seems to work pretty well whatever And of course people will always say ah, but all of it has these shut downs every single week No, it doesn't stop that doesn't have shut downs every single week. They're shut downs every so often I think it's decreasing The thing that I thought about was this well What kind of unlocks are we dealing with because people are always talking about dumping you're gonna dump me You're gonna dump me. You're gonna dump me. Remember, it's up to you to decide when you buy and sell and Some people some insiders will not dump on you because they're underwater as well But if we can take a look at there's a great website a link in the description called tokens dot unlocks app And you can also find this on coin gecko as well But it's not as like in coin gecko you take a look at tokenomics It was tell you like like a static picture, which is it, you know, fine But this one over here, it'll tell you it'll bring you up and say this is who's unlocking This is how much is being unlocked is how much putting into it and it breaks down by the different sectors like the pools The foundation staking all that stuff and we can see that on May 5th 2020 is when the unlocks or people will call that dumping go out Remember some of these people are investing for a year year plus and then they got vested and the time comes up and they were able to Do whatever they want with it. That's called investing And we can just see here that there was a lot and then of course we hit this cliff here on January 13th, 2021 And it went okay, and then right around February 2022 see these numbers moving actually over here The foundation the validator strategic ground And now you can see which numbers are moving a little bit Which is it comes to inflation It's an it's an inflationary crypto. I believe correct me the comment section They got to pay for all the staking rewards, right? All the validators and stuff like that and as we're as of today founders strategic ground validate around a founding seed foundation grant community and coin list auction interesting Um, they're not moving It's mostly just well. It's all inflation moving forward So right now it looks like everything is unlocked and most of this will be inflation, which a lot of different cryptos and digital assets actually are inflationary Because they have to pay for all the staking rewards. They have to pay for they have to keep the lights on all that stuff, right? So for this one I don't think it's as big as a concern as people might make it out to be however I hope it does go down because I'm actively dollar-cost averaging and that'll be great to get a discount Because it's time moves on. I think so I'll do pretty well. Anyhow, that's all we have for that little piece and then lastly I just wanted to bring a little Clarity to everybody who follows me on twitter on twitter. There's an option right now I'll just show you right now So you can click on post And see right here where it says everyone can reply you can click on that and you can put on verified accounts Which means all the people with the blue check and people Despise this because they don't want to pay for it, which is fine. I mean, I don't know what it I think it's like eight or ten bucks a month. You don't pay for it. Don't pay for it. I don't care I pay for it because I want to use it but When I put this out people are saying, well, are you just going to use that and then everybody who pays can see your Tweets and then we won't see your tweets who don't pay. No I decided against doing that. I think it's uh right now It's not going to work out because the whole point of this whole thing of Rewind this the whole point of this Was to stop the bots so there was A news article from well, it was Metamask tweeted out that they were back on the apple store And then they got taken off and they got put back on again So if you didn't know anything about twitter crypto twitter if you tweet anything about metamask You're gonna have about 30 different bots and they're going. Hey, I can help you I'm with metamask support just send me your private keys and I'll help you out. It's stupid So with this one, I tried it out. I said, you know what I'm gonna do? Let's see if this actually works So I clicked on Verified accounts which you can see right here Or accounts mentioned by news asset can reply and I thought And I said right here After okay after another bump in the the road metamask is back I turn on the verified accounts for this retweet because if not because I can't spell I get a whole bunch of bots. Let's see if it happens with only allowing to verify to be able to reply this tweet And guess what happened? See it's right there And uh, my man here zero bet says zero bet says yep, I can already see in the comments and I was like no way And there it is Envy the strategy that shines and if you're on crew of twitter, you know what I'm talking about this is a x.com eith meal one That just bots and whether that be a scam or not And of course, I went through the the profile and this individual is Got a blue check mark and then I went to this nil dot eith It's okay. There you go right there You know, it's not it's not legit when it says stuff like this Why only so few people know about this is beyond me. It's literally making me like 15 eat the week insane That is probably a scam. I didn't want to go into the rabbit hole, but this is what it was and again These are verified accounts. There's the blue mark and I turned it on so I'm just letting everybody know I'm not going to do that again because what's the point And that's it. So that's it for today I just want to show that to everybody and say that I'll not be doing that because it's Makes no sense to me. That's it for today. Like today's video. Give it a thumbs up consider subscribing Everything talk about is time sensitive