 Great well digital asset news. My name is Rob and we got a lot of stuff to go over so quickly we're gonna do a little quick market cap because I just don't want to do you know delve too much into that I think we all know what what the market is doing and then of course the reason why you're here Which is because of the thumbnail on the title. I'm gonna talk to you about lessons from 98 I'm gonna talk to you why this time it's different hint It's not different and then lastly we're gonna talk about crypto unlock schedules and dumping and the things You should be aware of right now. I'm gonna give you Concrete ways to track all this stuff. So you're not in the dark You don't have to rely on people like me and lastly we'll do a little Q&A for the live shim only so let's jump into it And get going so first of all the first thing I want to remind everybody is this is that yeah This market is not the greatest. It's the kind of junkie because let's be honest it is we are in a bear market a full-blown bear market and This could take Months or this could take even longer than that. I would hate to say years, but there will be bounces there will be opportunities But let's just be honest. This is the time we got to get to work and this was a post I found pretty enlightening also kind of funny which is This is from grumpy old men want to know the secret of turning 40 bucks into 400 bucks Put the 40 bucks in your gas tank then get to work or then drive to work And when I post this of course some people would say well Where's that gonna get you guys the price of gas is so high which is true But it is a metaphor for everything that we have to do Find the money that you have put that into a vehicle and make it work for you And then do whatever you have to do to cook to make that into more of whatever it is that you were looking for so For me, it's all about getting into assets Whether that be crypto or equities, which is not that much or real estate That is what I like to do with with cash and some people say well silver and gold too But yeah sure it is what it is so anyhow That's just a little reminder and that is also the point of this is that now is the time to get back to work And then the in the bear markets, that's when everybody makes all their money So speaking of making money, you're not gonna make it Doing these types of swing trades or maybe you will hang on what kind of trader you are I'm not a trader. I'm just a simple investor and we can see that today That's a bit coins up a little bit of theorems up a little bit everybody's up just a little bit, but I will point your attention to this The crypto market cap is still 1.6 trillion Bitcoin is still below 29,000. So even though we're up a little bit It's not like a reason to like super celebrate I mean we're down pretty substantially and I think we're gonna go down even farther now how far down that's anybody's guess And I'm not here to draw on charts and show you some magical mystical things because that's not my thing I know I have a firm belief in what we're going in the future two three five ten years But as far as the short term anybody's guess, so that's the quick market recap Let's jump into really what I would consider the good stuff, which is Lessons from 98 and the reason why I want to bring this to your attention is because It's it's tough to be an investor especially in this market So what we try to take a look back is is take a look a little bit of history to see where we're going Well, we can't know where we're going until we know where we've been and this is a it's an it's an easy graph Overlay and you can see on the very top here This is internet versus crypto adoption as far as like total users Some might call this wallets if you want to look at that but in the good old days the internet coming to fruition 1990 remember those days some of you don't some you were probably born back there Weren't even born back then but you can see that the the total amount of users was very very low 90 91 92 93 94 95 6 7 and then of course in 98 We had a little bit of a push. I remember 95 it kind of came about the 96 Then it just started to to accelerate and then that's the whole point of the s-curve. So around 2002 2003 probably if we take it out a little bit more You had about as far as total users in millions about a billion users Which is pretty good considering that in not more than 10 years ago There wasn't many at all and of course underneath here 2014-2024. That's the overlay graph and we can see that in 22 We're kind in that same mark and the Kathy Wood for market investment. She believes that That we'll see a billion users in a couple years as far as our crypto wallets As far as like as time goes on in the next couple of years Let's hope she's right because if she does that means we're gonna have a pretty high market cap Which leads me to my next point. So if we take a look at this is where we're at if we look at 1998 To 2022 just on the the upper echelon there to the lower parts It got me thinking what were the big tech stocks and what were people talking about all the way back then in? 1998 well lucky for us the internet Has a nice little Historical record of any of everything that was going on. This is CNN money and the first thing you're gonna notice about this website Is that it looks? Kind of goofy because back in those days. This is what websites look like this was it It was just eyes especially in mobile phones because mobile phones were a really big thing And we used to call them some were like just phones and some were like smartphones It doesn't matter, but this is what it looked like. So let me blow it up so you can see it How far have we come? So this is what? CNN money on December 31st 1998 said and states this The internet sector may be a new game in 99, but that doesn't mean it'll be any easier to follow if a company at a dot comments name Even grandmothers found themselves wondering what there was a good investment. I can tell you right now That's the same thing that happened with NFTs Or that's the same thing would happen with just crypto in general in 2017 and of course NFTs in 2021 We're like is this a good buy because that's what it seems like was the same thing in in the internet days And this was what struck me Listen this during the year the e-commerce giant and decidedly unprofitable bookseller Amazon.com saw shares rise more than 1300 percent. So Think about this way Jeff Bezos started out as a bookseller in amazon.com and the only reason that it grew was because he says we have to branch out and do other Things we can't just live on books. It doesn't make any sense So let's go over here and buy zappos and zappos with was a nice little shoe company for a billion or so Let's let's expand and and and move into different merchandise and then actually start to gobble up a lot of different land and And real estate and then also to put our warehouses on and that's how they built everything up But it was funny to me and decidedly unprofitable bookseller and it shares go go up So it's the same thing here even though we don't see like high prices right now It doesn't mean that we're not in a building stage just like Amazon was back in 98 And yeah, I previously let a little known online auctioneer called ebay became the poster child friend at frenzy It's shared eclipsing $300 a share mark This is the same eboy ebay that a september IPO of 18 bucks So again same thing with crypto 18 to $300 now ebay had its had its slides But it kind of it's come back a little bit and it's actually doing quite decently as it starts to move into the Amazon Like a fulfillment by ebay type of thing anyhow It was also the year the outrageously outrageously successful IPO the globe calm which sort 606 percent now Here's where it gets a little choppy the globe calm doesn't exist anymore and Of course like we just said ebay had its hits rough patches and really dropped off But Amazon still remains so just like in our crypto market There's gonna be some that just aren't gonna make it and it makes sense because in the calm era a lot of them Didn't make it either Earth web which described itself as a provider of internet-based online services To the technology community worldwide that doesn't exist anymore books a million that doesn't exist anymore And then to sum it all up it comes down to it comes out of this the crypto and digital assets base will grow as Long as the companies and the projects start to acquire other projects in my personal opinion And they start to branch out and actually become something that people actually use here's what it comes down to It will be difficult for excite and lycos. I don't know if anybody remembers excite and lycos There's those were search engines and they don't exist anymore to catch up even with the major alliance I think Disney and Infoseek will have a difficult time getting traffic to challenge yahoo. Let me read that one more time I think Disney and infoseek will have a difficult time getting traffic to challenge yahoo first of all The only people use yahoo are people like me anymore for a search engine I just do it for news But it's funny to say that Disney couldn't really you know get any traffic and really as far as like a search engine It didn't but of course it became a powerhouse and it's actually become a powerhouse now in streaming services So if we just take a look back, it's the same type of thing happening over and over again You'll see some type of internet Which could have been the big the next big thing and it just falls the wayside because it couldn't grow It couldn't scale and it really just couldn't find its own niche and a lot of those just went away the same thing With crypto and digital assets, but there is one thing to pay attention to the ones that are stubborn and Stick around for the long haul those the ones you need to pay attention to and that kind of brings it home with this little graphic right here one thing you'll notice one thing I noticed is as much as Amazon.com was considered Unprofitable back in 98 it just kind of hung on there, right? And then you can see it here in yellow then it then it comes up in 2003 2008 may take a little bit of tumble, but it still remains in the top echelon just because of its Tenacity and just sticking around and of course the community of people who love FBA and Amazon There is what make it make it great 98 in 1998 AOL Yahoo Geo cities Netscape Excite Lycos That stuff doesn't exist anymore But again look at Amazon look at Google and you kind of see that the ones that just kind of stick around Are the ones that eventually make it of course Google has been a powerhouse for the longest time So if you I can't tell you what to invest into I'm not a financial advisor But just take a look at the at the cryptos that have stood the test of time as time has gone on now There's probably some huge gains like we just talked about Over in that article with books a million over the heck it was called But those are flashing the pans and as time goes on you might be a little bit happier Just sticking with some of those safety ones So let me know what you think about that in the comment section and this will lead me to the next point Which is this This time it's different Rob, don't you know That this time is gonna it's gonna be totally different and this crypto products gonna take us to the moon And it's gonna be awesome. And I gotta tell you in 2021. I heard that a lot. I also heard that Ethereum was a boomer coin and it's slow doesn't do anything and it's going to be flipped by XYZ token and You never know because sure maybe you could But as I get older and I've been in this in this space for a longer time But longer than I'm in here the more I realize this when people say this time is different It's never different and this kind of to prove my not to prove my point, but to kind of bring it home There's this book. I recommend everybody to read and I was talking about this on DCI yesterday or two days ago It's called this time is different eight centuries financial folly and this is by Carmen Reinhart's Economist and what they did is they took a look at over 66 countries over hundreds of years of economic upswings and collapses and they just kind of bring it in that the the psyche of investors and Retail and institutions it always kind of stays the same and it's always like these cycles and when everybody says this time It's different. It's like every single time It's wrong. It's it's always the same thing and it's always these cycles And it's always the same time of peaks and valleys and just the the longevity of the market So I recommend you take a look at that if you don't believe me, that's okay You don't have to just take a look at the research that was done here So when I hear this time is different. I don't I don't really see it. I don't believe it actually is true So that leads me to this I was I was a big fan of the four-year cycles and of course in 2021 I thought well, maybe there's some extended cycles like Ben talks about and then I was like Well, maybe it's just gonna be instead of four years Maybe it'll be five or maybe six, but it just didn't kind of work out like that and tell me where I'm wrong here So if we just take a look at this cycles, it always starts with the halving 2012 Bitcoin halving so it drops the amount that that the Bitcoin minus produce in half every ten minutes and it leads to an all-time high Then there's a choppy dip where you know There's like big downfalls and we'll go up and then even bigger downfalls and then what's called a reset some might call that accumulation Same thing happened 2016. There was a halving we hit the all-time high in 2017 Then there was a dip of choppiness then what some might consider a reset or an accumulation phase And then we see it again in 2020 we had a halving and in 2021. I thought that may could not have been The all-time high of 67,000, but then we hit Some what of an all not an all-time high, but a near high in November 2021 I thought well December will will be better and then January and February and March and we'll really see some blow off tops We didn't and now here we are almost in June and we're seeing the same thing again in 2022 There's a dip and it's very choppy And I think there's there's more room to the downside and then we see an accumulation phase in 2023 and then just like we talked about As far as this graphic here 98 to 2022 if you just take it out one two Three maybe even four years. You're gonna see a billion users. You're gonna see a pretty big market cap If you take the same thing over here To 22 to two years you got 23 then the halving in 24 and Then the third year here. We are in more all-time highs in 2025 now I'm not saying that this is going to happen This is just a possibility, but I got to tell you I got to tell you the longer I'm in here and the more I hear that at that analogy this time is different It just seems like it's just everything repeats itself over and over I feel like I'm in Groundhog's day. Anyhow, let me know what you think about that in the comment section Let's get to our last piece which might take a little bit longer because I'm gonna need some some feedback crypto unlock schedules and dumping so this was brought to my attention from CJ Reichel. He's an advisor to Marco Rebellion Marco Rebellion, John and Peter Jerry's company for options trading and things like that and he was just We were chatting one day and he goes Hey, there's some pretty big unlocks coming up and some and potential dumps and When we talked about and I haven't a show and we did this show Gosh, was it four days ago or so? So I linked that in the description and you can follow CJ Reichel on Twitter I linked that in the description as well. And what do we talked about in the video was data from Masari and The data Will show a lot of different things I mean it'll show how much you know private sale and public sale and VC funding and and The community and of course we've seen this type of data a lot, right and of course if we're looking at the equality of course public sales The more blue you have on this in this graphic. I think the better But some people will say now we need VCs and I probably need some some big money to be injected into it But you can see this polka dot Cardano, Solana, and of course you got community and insiders So the more insiders you have I think the more dangerous it is I mean, it's it's like fishing with dynamite. So it's pretty effective, but it's dangerous and I think when you have a lot of insiders in there The chance of it if it if everything goes along pretty well on the bull market so much the better, right? The bull market great everybody's making money fine, but as the bear market comes in and you got a lot of people like You know what? I Made a lot of money already. So maybe it's time for me to take it out all depending on a lock-up schedules So these are just something to to look at but these are just graphs So like how do you do your own research to make sure that this isn't like did Rob create this that he just put it in? So maybe you can just go to this website called Masari.io. I linked in the description And I'm gonna show you exactly how to find this data That will equal out to this stuff. So I found this fascinating and shout out to CJ again for helping me out with this one So you get a Masari.io It's gonna come up this nice biblibop of a bunch of information and you got ROI top assets defi And you and when you click on here, it's all the difference assets, you know that are out there You ever want to take a look at what's cool about this? I'm just gonna start with Bitcoin and then we'll go down down the list for things you want to see But if you say if you click on Bitcoin It'll take you to a lot Granted it's a ton of stuff. I get you but if you see overview profile markets Just click on profile and then go to see right here versus contributors investors and token economics If you take a look at token economics and just it tells you like like a history This is just you know, this is Bitcoin if you go to the launch and initial token distribution Of course for this one There was no like private sale and stuff like that because it's it was the very first so she's not come on And tells you exactly what it is But what's interesting me is these things these graphs what's called the supply schedule and for Bitcoin You can see it's pretty damn linear pretty darn linear, right? I mean, of course, this is all by proof of work So it all depends on you know the halving and of course we can see it and see it right here how it gets cut halving 2012 and 16 and of course now We're really leveling off because we're in a point right now where You know, there's already You've already mine 19 million and we got about a million and a half or so to go So it's it's pretty stable along this continuum right gotcha So that's the supply curve and and of course there was no private sales. So let's go back real quick Let me just click on the sorry there. Let's look at Ethereum So I click on a theorem and the same thing I'm going to click on profile I'm going to click on token economics The launch and initial token distribution And I'll tell you right here the original token distribution event managed by ethereum sold roughly 60 million ethers, which was 80 percent 80 percent of initial 72 million ethers supply now The supply is is infinite. There is no cap on ethereum, but it goes very slow sales took place between 2014 July and september 2014 The ether purchased by crowd sale investors were not usable or transferable before the launch of the block on 2015 So this was like the the very beginning very beginning. So if you had a lot of money, I don't think there was any kind of like provisions where you couldn't buy a ton of it And a lot of people did but at least it was a little bit fairer It wasn't like to some kind of private sale So 3700 bitcoin were raised in the first 12 hours because that's what they took and that's why Bitcoin maxis will talk about how this was a Ponzi scheme because they're like the only reason the theorem is around Is so they can get your bitcoin which I get it because they raise a ton of bitcoin And then off it went and if you want to take a look at the whole history take a look at the infinite machine So it was a Behind the scenes look at how ethereum was created anyhow so Three million were allocated to a long-term endowment six million were among 85 developers and so on and so forth So founders and projects 60 percent 83 percent went to that crowd sale. Here's the supply schedule And you kind of see it. I mean this one looks fine too, right? 2015 is one that when it got released and you saw a lot of people come in And you can just see that 22. Let's see rewards the crowd sell participants 64 percent and it looks okay And where are we at now around here? So we don't see a huge increase in unlocks as this that's not how it is that's how ethereum is So it's very linear Pretty darn safe in my personal opinion now. Let's take a look at something else Yeah, let's take i'm going to skip forward to algorand So algorand I'm going to click on profile And i'm going to click on token economics And it's going to tell you exactly what it is the launch and initial token distribution It was launched in june 2019 public auction sold 25 million algos or a quarter of the initial supply at 240 per token That's pretty bad raising a total of 60 million 402 thousand dollars and then the end of the sale Which created 10 billion algos a genesis a total of 2.5 billion Or 25 percent initial supply were granted to the founders And the algorand foundation to support continued protocol development. Okay, got you But take a look at this 10 percent. Let's let's take a look at the supply breakdown Founders and project is a quarter Investors at 30 percent. So you're looking at 55 percent Is in the hands of the few and then you got 45 percent. So me personally, I like algorand Macaulay, I believe this is the gentleman's name Touring award winner very smart guy And it looks like a pretty great project It's just like I've always said the tokenomics look a little bit off to me And then you can take a look at this. Here's the liquid supply curve. This is not looking great So when we saw with bitcoin, it was pretty much a nice even even out if they're in the same thing Now, let's take a look at the supply curve here. So in 2021 you saw there was a big unlock supply Bam, here we are in mark 2021 and we saw it kind of gets going now generally 12th Kind of a little bit of a linear or so. So but you can see it's going up pretty high 2023 so on and so forth Then of course there's another big unlock in 2024 and then the thing is once these get in unlocked It's an opportunity to really start selling now. Will that happen with algorand? I'm not saying it will I'm not saying you won't I'm just giving you the information that you have So you can make the best decision for yourself. Let's take a look Let's go back And take a look at cardano. This ought to be good So cardano Again profile token economics Let's see here. Let's see here. So the public sale. It was all public sales Which is pretty much the data that we see over here Cardano a lot of blue a lot of public sales 17% were insiders company vc purchase tokens Okay, 2% was the community allocation. All right So let's see here initial supply founders and project investors a 3% Let's break it down. Here's the liquid supply curve. It almost doesn't get any flatter than that Let's just be honest and there's a lot that's actually Locked up right now. So as far as like supply curves and and unlocks first of all, you can unlock. There is no lock up periods It's already already out there essentially and of course force if you want to stake it There's no like lockups like avalanche. You just take it out and you want to sell you sell it But very even kilter not too bad. Now. Let's take a look at avalanche where we go avalanche profile token economics Here we go 360 million avax were minted and sold through public and private sales All right, the remaining 360 are for staking rewards distributed following decades. That's not bad half and half So staking rewards 50 percent tokens are minted at launch And then of course remaining 360 will be utilized as staking the seed sale 2.5 percent Private sale 3.5 percent public sale option one to one percent that seems kind of low And then of course, oh that was an a1 1 percent then 8.3 then public sale 0.67 Foundation it doesn't matter. Let me just go over here So again founders and projects that's a lot 20 percent investors 16 percent but 64 percent here's The issue The steepness Of this supply curve and you can see it. I don't have to I mean the things that we just took a look at The steeper that the the supply curve is the more chance you have it for to unlock Have potentially be dumped And that is just something that is what it is So this is last year. You can see the steps Where are we? We're right around so march 7 2020 Between february and march was a big unlock And then we have another one coming up around june 20th So if you think there might be a dump coming that's Pretty good bet and you're gonna see it just going up and up and up of course. It's over years I understand but it doesn't take a lot in a 1.26 trillion market to change some favors All right, and then lastly let's look at why I get back here. There we go. Let's look at salana So salana Overview in history investors token economics Let's see No, no, no launch just token Okay, it breaks down like this 15 point almost 16 percent of the seed round investors those the people that get in early right 2.6 to founding to founding sales investors. So you're looking at almost 20 percent 5 percent to valid to validators, which I got to tell you it's super hard to be That's not super hard to be validators. You got to have a ton of salana to be a validator Almost 2 percent to strategic sale investments 1.6 to public auction 12 and a half the team members 12 and a half the salana foundation 30 percent of the community. All right. That's not bad So here again, what we got founders and projects and investors Premind rewards and airdrops. So I like that part but 25 and 37. I'm not too sure. Here's a supply schedule So I know people are worried about it. But in all honesty, the big supply unlock already happened So we had December 14th December 28 2020 and then january 11 2021 That was the big unlock and you probably saw a bit of a dip, but that's what it is But if you can take a look here It's actually pretty stable and you can just take a look As far as things move along staking rewards founders Where are we? Let me go to Here So you go from staking rewards 9.6 on may 30th to the next Swing up 9.8. So not by much in all honesty So even if we're worried about like well this big unlock schedule honestly Looks pretty linear of course until we go to like 2027, but whatever. That's what it is So anyhow, if there's anything else you guys would like to see as far as these unlock schedules Drop that in the comments right now and I'll take a look If not and you can do all the the data collection you want to I gave you the information Masari.io I told you exactly how to go it profile tokenomics look it all up Be aware of these unlock schedules because potentially that could be one of those times They might see a dump like why did that happen? Oh, yeah, that's what it is. Of course, that's the whole thing We're in a macro environment. We're not in our own little bubble You also got to be aware of the supply chain issue You also have to be aware of inflation You also have to be aware of when j power comes out and says we're going to go to a full Three-quarter point to the half a point and that's really what it comes down to do on research It's a lot of research So that's it. So look like today's video thumbs up and uh, subscribe all that great stuff If you got to take off it is moral day weekend So maybe you got a stuff to do I already did my big stuff yesterday And I'm gonna do something tomorrow So I'm just taking it easy so I can stick around for some questions as long as you want to and we'll go from there So that's it and we'll go a little q&a. Alrighty Let's see here. Oh, yeah