 Everybody welcome we made it to the end of the week or the beginning of depending on what you look at it And it is Sunday. So welcome to Sunday's live stream We usually do on a Sunday's we there's not a lot of news going on because I really things are actually happening besides a little price action So what we try to do is just take a look at how the portfolio is done Then you take a look at what's gonna come up in the upcoming week. So without further ado, let's jump right in so now If you've been following for a while We actually started this there's a DCA simulation This is on Ben's website in the cryptoverse and this part right here for to check for DCA or dollar cost averaging and Take a look at a portfolio and how it actually Corresponds or increases or decreases over time is 100% free so you can sign up for that But if you want to go for more stuff, there's a link in the description where you get 10% off the first month But the thing was is that we did this and we've talked about this many a times is that we we started this out on September the reason why I started September is because it was supposed to be wrecked temper It was supposed to be a pretty junky month and think it was supposed to go down Which is what I was hoping for and unfortunately didn't work out like that because it just kind of was instead of wrecked Timber it was up temper everything was looking pretty good So I just showed everybody how things would look like with The different assets that I had at the time and we took a look at it was Bitcoin a theorem Solana Cardano doge coin link Matic What else do we have Adam or cosmos near arbitrum and Algorand now? I have a lot of other cryptos that are out there that I've had in my portfolio for quite some time They just never got rid of or never sold in the 2021 hype just been holding on to them And that's a lot of stuff. That's I've got a lot of bags out there that Because I sold 80 percent sometimes some nice 50 percent. I didn't really do a good job I should have sold more but I've got a lot of different things That would be like the XRPs and the avalanche of the worlds and the V chains and Eos and stuff like that But this is what I we stuck with the beginnings to show you how it worked out as far as dollar-cost averaging Over time and I think I want everybody to remember is that yeah, we're doing great right now. I mean, we're up Fantastic, you know, I'm happy. I mean don't don't get me wrong. I mean I'm not like a extreme bear all the time I'm usually a pretty happy guy and You know soul is the the big winner so far so long as up hundred fifty six percent Chain link is up almost a hundred percent near I mean you can look at I don't need to tell you what it is But just remember this even if something happens I'm not saying it's going to but even as we like progress into the Later part of Q4 and into Q1 even if things starts to go down It's not a big deal because over time Usually that's where people are winners now not all these things are going to go to the moon Some will just start sucking some won't really work out for me And that's okay Just need a little a couple of them to do pretty well and I'll be just fine, but you can see it over time Starting back in September that there was a lot of points where just look at this red It's all I want you to focus on is the red as I move this slider across There's a lot of times when I'm under water, you know, 3% 10% 20% something like that And then over time like, you know, you get a little bit of green But then look at this in October 14th I was mostly in the red and it's the same thing It's going to repeat again and again and again as time goes on So I'm not telling you what to do I'm just telling you what I've done And this is worked out pretty well. I mean so far. I mean as far as dollar cost averaging Bitcoin and alts, but again not like everything's going to do going to pop off So that's just the basics the basics now Let's take a look at some of the things that I've been delving into that I really didn't I don't really like telling people everything I do. I mean on this channel, I'm pretty open But I'm kind of sometimes just tired of people Who can't take responsibility for their actions and I just say I'll just show them this and that's it but So on this channel, we'd like to get people on here who are smarter than me Which I must tell you is not hard But I've had some pretty great guests and one of those would be Yatsuf Manam open brands and he talked about web 3 and really broke it down quite simply This is on my website. Dan teaches crypto. It's 100% free. They'll always be free And I've had on Johnny hustle from banter and I've had stash and kaggy and So I met the avagacchi team and I've had classy or Jesus on from from classy games and What you'll notice in here is that there's you know I put some dates on here so people could recognize like when these actually happen because as time moves on People are like, when did you talk about that and it was right here? So like yeah talks about this in july 24th And then here's johnny he talks he started talking about this and he came on in september 21st and his top plays were Vulcan forage mutable x dubs echelon prime gala And that was him stashed it pretty much said he said just stick the layer of ones because I don't want to get into it Because he's kind of like me kaggy gave us ronan aluvium a mutable x games with avagacchi again and here's avagacchi and then Jesus gave us gala ronan immutable x aluvium avalanche polygon and myriad So during that time And again, this is on september 1st So this is around the time when I first started this as I started to you know Put this out there but I Had been dabbling in these things and I got to tell you like even though like I mean you can see salon is up pretty good 148 percent the next nearest one is 90 for link and then mirrors only 62 Eight is 50 percent Maddox 37, but we take a look at other things like look at ronan Again, you were down here on october 40 cents It's already it's already doubled aluvium is one of the other other ones $39 and it's all the way up to 114 bucks a pop And then of course, I mean with aluvium. I've had both of the co-founders. I had karen And I grant and the reason why I had these people on is because I wanted to inform people About not just like just the basics of it But you know why they did it the passion that they have and what they want to do with it moving forward And then of course on top of that You know, I said, hey things are doing pretty well And I wanted to give a thanks to stash and kaggy and soos And johnny and those other things but you know things are doing pretty well in the in the space And these are the things that I've been actually Slowly accumulating in the background, but I don't buy these every day I don't but it's worked out pretty well so far the narrative for me is I always thought AI and gaming would lead the next bull run Maybe now dex will be the same thing and you got immutable x going from 40 below 50 cents to a buck 50 No buck 37 now not too bad gala games I know it's hey soos is big thing But the point from a penny to two pennies or two and a half pennies Yeah, that's that's still 150 and then avalanche the things that I've been holding on to for quite some time 922 this is only over three months if you take a look at here. I still got stuff like over here So don't think like I'm some kind of genius and things like that and then also I've bought some pythe I don't care how you say it. I'm just gonna call it pythe and And I bought somewhere over here. It's actually flat as much as people talk about it and then also this one called bonk Why bonk because I felt like well if you're gonna gamble You might as well gamble on some meme coins and it's done pretty well Over 30 days it's up 545 percent Regardless all these things I'm talking about It's not to like to say all these are the greatest things of all time We're gambling We're all gambling And I want that to get to everybody's head because just because you think like all the fundamentals that's gonna be great You're we're all just gambling out here And don't think just because something has like, you know, I mean it's great when you have you can take a look at the fundamentals and things are going well, but just remember just remember that your market that you're into And to to bring this home I want to show you this chart this in The last 24 hours is up 140 percent So all the stuff that we've been doing and talking about for the last three four months You know here on the channel with which other guys have been doing for for way more time This particular Crypto Outdid them all. You know what this one is. I showed it to you already, but it's terra classic It's terra classic for pete six terra luna the one that collapsed because Depagging of everything and people think it's gonna come back And this is the one on top of this the ftt token Pumped over a hundred percent because gary genzer came out and said, you know, I think we could actually open this back up And there's a host of other ones that that pump. So as we look at these things, don't think to yourself like I'm a genius. I know everything I'm telling you right now You're gonna get ahead of yourself, especially as we go into the bull market and you're thinking yourself. Yep I nailed it, but I'm gonna tell you right now The last bull market 2021 2017 you could have shut your eyes and thrown a dart and you would have made money So I know everybody congratulations. It's a great day But just have a little humility and say, hey, you know what this is a crazy market. That's what it is so take profits along the way and On top of that before we get into a little q&a go a little quicker today is that here's our risk summary again this is that in the cryptiverse and We still have a long ways to go So even though like it's been a pretty good month two months three months like at some point I think we'll have a pullback. That's how it always works out But as far as like summaries and metrics go we're still doing pretty good I mean as far as as far as The risk metrics go But again, there's always something around the way and yesterday we talked about jim kramer And how he came out and said that uh, you know, you got to start buying He's like if you want to buy bitcoin buy bitcoin That was a little bit premature and so on and so forth and it was like that's great But remember there's a reason why it's called inverse kramer because every time kramer says something He does the exact opposite. So this I was perusing on the the youtube's and I found this this was a video from Fun on the ride crypto and he pretty much just says because kramer said that by bitcoin You should probably sell it and he's and it's a pretty compelling case I'll link that video in the description which looks pretty good. So just remember like, uh, you know We we get when there's more bullish news we become more bullish There's more bearish news people become more bearish But it doesn't only matter if hydraulic cost average just kind of wait for time because things will work out usually in the end Not for every single one, but it looks out pretty good. And then to finish this off there was some Like I'm always feeling like, okay, what's What's the other shoot a drop? What's really going to happen? And I'm always thinking myself Is there going to be a recession because I thought for sure we'd have One in like q4 of this year. Maybe q1 of next year even though. Yes, we're on a presidential election And we'll go through a recession But as we talked about before in the 80s, I mean when carter was running against reagan There was a recession as well Maybe they let that cat out of the bag because maybe they didn't want jimmy carter in there And uh, they wonder it doesn't matter. It doesn't matter what i'm trying to get to I guess that is Some of the different metrics that are out there look pretty positive and uh, there was this is The all-in podcast. Here's uh, shamanth by bataya And he laid out and it's like a four minute video and I linked in the description so you could check it out Or if you can't find it, it's it's in google as well and he laid out One of the five different charts, which he thinks are pretty bullish Moving into the next quarter and in 2024 and he says hey I think there's there could be actually a signs for a soft landing the first thing you talked about was he goes Look the m2 money supply is decreasing and yes, it's gonna you know massively all the money supply But he says as a reminder we have gone down and we have peaked up a little bit, but it's come down That's quantitative, you know instead of the quantitative easing now We've got retraction the money supply and actually the fed are actually doing a good job of quantitative tightening and taking the uh Different liabilities off their balance sheets. There's one on the next one Of course, he talks about the the cpi or the interest rate is actually Done pretty well from a high of almost nine percent down to three point two percent And then he lays out this one, which I've never seen me for that was interesting called the sticky price consumer price index less food and energy and it was because what it is The sticky price consumer index is calculated from a subset of goods and services Included in the cpi that has changed price relatively infrequently, which of course would make a lot of sense because it's changed frequently You can see it actually dropping and that's actually a good sign Because these goods and services change price and frequently the thought to incorporate expectations about future inflation to a greater degree Then prices that change on a more frequent basis and then we're going to see over here That of course it topped out as well in december 2022 and it's actually gone down pretty well So there's that part looks pretty good. Also the 10 year break even inflation rate And one of his comments was he said yeah, he goes once things started to jump up or almost three three percent We should have actually Offloaded and this is what this is is it's a the latest value implies what market participants expect inflation to be in the next 10 years We can see over here people are thinking man. It's going to be three percent forever This is april 2022 and now we're all the way over here and it's looking like people say yeah Maybe two point two what the feds of fund rate is actually going to be that's one good one more Then lastly, this I think was the most compelling money market funds total financial assets level And he laid it out. He's like look there's like almost six trillion dollars just waiting on the sidelines And he said all these different money managers and and hedge funds and fund managers Uh, if you're putting into uh money market funds, that's great But you have to deploy this cash at some point and those people that are doing these things They don't get paid just to have money just sit around They get paid to actually make people make more money and more money if you got six trillion Just this is the highest it's ever been And of course, it's above this Then this could put us into a pretty good position moving into the next year and that is the bullish case against my bearish case for a recession and a hard landing So that's it for today. So let me know what you think about that in the comment section and uh, that's all So look if I like today's video give it a thumbs up consider subscribing. I've been talking about it's time sensitive now