🧟‍♂️Forbes Zombie Chains? SHOCKING Truth🕵️

InvestAnswers
4 May 202427:48

Summary

TLDRこのスクリプトは、Forbesが発表した2024年の「ゾンビコイン報告書」に基づいて、20の暗号通貨を「ゾンビコイン」と名付けたことを紹介し、そのうちのいくつかについて分析しています。報道によれば、これらのコインは高い市場価値を持ちつつも、実用性や普及率が低いとされています。视频中で、これらのコインの取引速度、日々のアクティブユーザー数、手数料、市場価値、そして全持有者の集中度など、様々な指標を評価し、そのうちのいくつかが生き残る可能性があるかどうかを探求しています。また、投資家は早期の投資家や大型保有者(ウィール)から影響を受けることなく、自分の判断で投資すべきであるとアドバイスしています。最後に、特定の暗号通貨が生き残る可能性があるかどうかの結論を提示し、投資家に対して「バッグホルダー」(持っているままの保有者)にはならないように警告しています。

Takeaways

  • 📉 フォーブスが2024年の「ゾンビコイン報告書」を発表し、20の暗号通貨を「ゾンビコイン」と指名しました。
  • 🧮 「ゾンビ係数」というモデルを2021年に考案し、その周りでモデルを構築したと述べていますが、その詳細は説明されていません。
  • 🚫 報告書で指名された暗号通貨には、Ripple (XRP)、Cardano、Litecoin、Ethereum Classic、ICP などが含まれていますが、その正当性について疑問が投げかけられています。
  • 💸 暗号通貨の市場価値は高くとも、実用性や採用がなければ意味がないと述べています。
  • 🛍️ ブロックチェーンはショッピングモールのようなものであり、多くの人々が活動し、安全性と活発さが求められると述べています。
  • 📊 取引速度、日々のアクティブユーザー数、手数料、市場価値、そしてこれらの指標に基づく詳細な数量分析が行われています。
  • 💰 チェーンがお金を稼がないと存続不可能であり、平均的な手数料収入を下回っているチェーンは懸念されるべきだと警告しています。
  • 📈 市場価値と日々のアクティブユーザーの比率などの重要な統計値が、持続可能性を示していないと指摘しています。
  • 🐋 巨額保有者の集中度が高く、小投資家に売却される傾向にあると警告し、投資家はそのリスクに注意するようにアドバイスしています。
  • 🔑 全ての時間の高値から遠い暗号通貨は、ブルマーケットの半ばで回復不可能であり、「ゾンビ」と見なされると述べています。
  • ⚖️ ATRモデルを使用して、チェーンの生命力を評価し、投資家が適切な判断を下すための指標を提供しています。

Q & A

  • フォーブスが2024年のゾンビコイン報告書で何を指摘しましたか?

    -フォーブスは、市場価値は高いが、実用性も普及率も低いと指摘し、20の暗号通貨をゾンビコインとして特定しました。

  • 暗号通貨の「ゾンビ係数」とは何ですか?

    -「ゾンビ係数」とは、2021年に作成された指標で、市場価値が高いにもかかわらず、その通貨が持つ実用性や採用状況を評価するものです。

  • Ripple(XRP)、Cardano、Litecoin、Ethereum Classic、ICPはどのように評価されましたか?

    -これらの暗号通貨は、フォーブスの報告書によってゾンビコインとして名指しされており、実用性や採用状況が低いとされています。

  • スマートコントラクトプラットフォームの平均トランザクション数(TPS)はどれくらいですか?

    -52の異なるスマートコントラクトプラットフォームを分析した結果、平均TPSは8です。

  • フォーブスの報告書で特定されたゾンビコインの市場価値の総額はどれくらいですか?

    -フォーブスの報告書で特定されたゾンビコインの市場価値の総額は90億ドルであり、満腹時の市場価値は1220億ドルと評価されています。

  • 暗号通貨のウォールートコンセントレーションが高い場合、どのようなリスクがありますか?

    -ウォールートコンセントレーションが高い場合、市場は少数の保有者によってコントロールされており、それが小口投資家に売却される可能性があります。これは、投資家のリスクを高めることになります。

  • ICPの技術的問題とは何ですか?

    -ICPは、新しいブロックチェーン技術に比べて非常に時代遅れであり、セキュリティーやスケーラビリティの機能が不足しているとされています。また、ICPの開発とイノベーションが他のブロックチェーンプロジェクトに遅れているという懸念もあります。

  • カスパー(Kaspa)の問題は何ですか?

    -カスパーは、非常に積極的なチームによってプンプされたとされていますが、そのネットワーク上にdAppsが構築されるとセキュリティが脅かされる可能性があり、複雑なステーブルコイン取引やコンセンサスは1秒以内に処理できないとされています。

  • Phantomのソニックアップグレードはどのような効果が期待されますか?

    -Phantomのソニックアップグレードは、トランザクション速度を2,000トランザクション/秒、最終性を700ミリ秒から900ミリ秒に短縮するという効果が期待されています。しかし、実用性や採用状況の向上が期待されるかどうかは別問題です。

  • R Weaveのユニークな特徴は何ですか?

    -R Weaveは、永続的にチェーンに5億件のデータが格納されており、さらに320件が毎秒追加されています。これは、そのプラットフォームが実際に使用されており、生きていると見なすことができます。

  • 暗号通貨投資の際にはどのようなアプローチが推奨されますか?

    -感情を排除して、多くのモデリング、分析、技術的分析(TA)を通じて投資アプローチを行うことが推奨されます。また、個人的な研究を行い、他人の意見や影響に左右されずに自己責任で意思決定を行うことが重要です。

Outlines

00:00

📈 フォーブスのゾンビコイン報告書の分析

フォーブスが発表した2024年のゾンビコイン報告書に基づいて、20種類の暗号通貨がゾンビコインとして指名されました。その中にはRippleのXRPやCardano、Litecoinなどがあります。報告書を基に、これらのコインが本当に価値を持っているかどうかを検証します。また、暗号通貨の選び方として、多くの人々が利用し、安全性の高いブロックチェーンを選ぶべきだと述べています。

05:01

📊 暗号通貨の主要指標の分析

52の異なるスマートコントラクトプラットフォームを分析し、平均的な取引速度や日々のアクティブユーザー数、手数料、市場価値などの主要指標を比較しました。CardanoやICP、Stacksなどの市場価値とアクティブユーザー数を比較し、持続可能性の有無を評価しました。また、フォーブスの報告書で指摘されたコインの市場価値とアクティブユーザー数を比較し、その合理性を検証しました。

10:03

🐋 巨額保有者の集中度と価格の歴史的高点からの距離

持続可能性を評価するために、巨額保有者の集中度と価格が歴史的高点からどれだけ遠いかを分析しました。Flow、EOS、XLMなどの保有者の集中度が高いと指摘され、そのようなコインは注意が必要だと警告しました。また、CardanoやXRPなどの価格が歴史的高点から遠く離れているため、ゾンビチェーンと呼ばれるべきだと述べました。

15:05

🔍 ICPやKaspaなどの個別のコインの詳細な分析

ICPやKaspaなどの個々のコインについて、技術的停滞、発展の遅れ、そして市場価値とアクティブユーザー数のバランスについて批判的に分析しました。ICPは技術的に古いとされており、Kaspaはセキュリティが侵害される可能性があるとされています。これらのコインが本当に将来にわたって成長できるかどうかについて疑問を呈しました。

20:05

📉 ATRモデルによる暗号通貨の生命力の評価

独自のATRモデルを使って、Cardano、Aland、R Weave、Bitcoin Cash、BSV、EOS、Ethereum Classic、Flo、Phantom、ICP、Caspa、Litecoin、Mina、Stacks、Theta、Monero、XRP、Tasosなどの暗号通貨の生命力を評価しました。このモデルは、各コインがどれだけ活気があるか、またはゾンビ状態にあるかを視覚的に表現します。

25:07

💡 結論:投資家としてのアドバイス

最後に、分析したコインのうち2つだけが半分投資価値があると結論づけました。それはPhantomとR Weaveです。また、投資家には「バッグホルダー」(持っているままの投資家)にならないようにとアドバイスし、早期の投資家やポンパーが割引価格でトークンを手に入れて、その後リテール投資家に売却する、という暗号通貨市場の仕組みについて触れました。

Mindmap

Keywords

💡ゾンビコイン (Zombie Coin)

「ゾンビコイン」とは、フォーブスが発表した2024年の報告書で使用された用語で、高い市場価値を持ちながらも実用性や普及率が低い暗号通貨を指します。このビデオでは、その報告書に挙げられた20種類の暗号通貨を分析し、そのうちの「ゾンビコイン」候補について詳しく解説しています。

💡市場価値 (Market Cap)

「市場価値」とは、投資先物の総市場価値を指し、通常は企業の時価総額として考えられます。ビデオでは、暗号通貨の市場価値とそれに関連する指標について議論しており、その大きな市場価値にもかかわらず、実用性が低いとされている暗号通貨に注目しています。

💡トランザクション・パー・セカンド (TPS, Transactions Per Second)

「トランザクション・パー・セカンド」とは、1秒間に処理できる取引の数を意味します。ビデオでは、異なるスマートコントラクトプラットフォームのTPSを比較し、そのスループットが低いとされている暗号通貨について批判しています。

💡デイリー・アクティブ・ユーザー (Daily Active Users)

「デイリー・アクティブ・ユーザー」とは、1日間にアクティブなユーザーの数を指します。ビデオでは、特定の暗号通貨プラットフォームが持つアクティブユーザー数が低く、それがそのプラットフォームの生命力の指標となっていると述べています。

💡

💡手数料 (Fees)

「手数料」とは、取引やサービスを提供するために必要な料金を意味します。ビデオでは、暗号通貨プラットフォームが手数料を稼いでいない場合、そのプラットフォームは持続不可能であると警告しています。

💡マーケット・キャップ/デイリー・アクティブ・ユーザー (Market Cap over Daily Active Users)

これは、特定の暗号通貨プラットフォームの市場価値とデイリーアクティブユーザーの比率を示す指標です。ビデオでは、この比率が非常に高いと、プラットフォームが持続可能性に乏しいとされているトークンについて警告しています。

💡フルディリュード・マーケット・キャップ (Fully Diluted Market Cap)

「フルディリュード・マーケット・キャップ」とは、発行済みのすべてのトークンを考慮したときの総市場価値を意味します。ビデオでは、この指標が高すぎると、そのトークンが過剰に評価されている可能性があると指摘しています。

💡ウォール・コンセントレーション (Whale Concentration)

「ウォール・コンセントレーション」とは、市場で取引されている暗号通貨の大部分が少数の大きな保有者(ウォール)に保有されている状態を指します。ビデオでは、ウォールコンセントレーションが高いと、リテール投資家がリスクにさらされる可能性があると警告しています。

💡オールタイム・ハイ (All-Time High)

「オールタイム・ハイ」とは、資產が過去に達した最高価格を意味します。ビデオでは、暗号通貨が自分たちのオールタイムハイから遠く離れている状態を分析し、それがそのコインがゾンビチェーンとされる理由の一つとされています。

💡ATRモデル (ATR Model)

「ATRモデル」とは、ビデオの作成者が開発した独自の分析ツールで、暗号通貨チェーンの生命力を評価するために使用されます。ビデオでは、このモデルを使って、フォーブスが挙げた暗号通貨のリストを分析し、そのうちのいくつかが実際には生きていると判断しています。

Highlights

Forbes released a report in 2024 identifying 20 cryptocurrencies as 'Zombie coins', which despite high market value, lack utility and adoption.

The concept of 'Zombie coefficient' was introduced in 2021, and a model was built around it to identify non-performing cryptocurrencies.

Cryptocurrencies like Ripple (XRP), Cardano, Bitcoin Cash, Litecoin, and Ethereum Classic were specifically named as zombie coins in the Forbes report.

The presenter plans to perform a detailed Quant analysis and ATR analysis on each of the listed cryptocurrencies to test their viability.

The importance of transactions per second (TPS) was discussed, with the presenter noting that the analyzed platforms had very slow TPS compared to the average.

Daily active users for different chains were compared, revealing that many of the listed zombie coins had abysmal user counts.

The presenter highlighted the significance of fees, stating that chains not generating income are not sustainable.

Market caps of the discussed cryptocurrencies were scrutinized, with questions raised about their justification given the low daily active users.

The presenter introduced the 'ATR model' as a tool to identify if a cryptocurrency chain has signs of life or is a zombie.

Whale concentration was discussed as a critical aspect, with high concentration indicating a higher likelihood of the tokens being offloaded onto retail investors.

The distance from all-time high was used as a metric to determine the health of a cryptocurrency, with coins far from their highs considered zombies.

Cardano's declining daily active addresses and fees were highlighted as concerning signs for the cryptocurrency's future.

XRP was criticized for its high market cap per daily active user and for the company's practice of diluting and inflating tokens.

Phantom's potential was discussed in the context of its new upgrade 'Sonic', which aims to increase transaction speed and finality.

The presenter warned against the hype and promotion of certain cryptocurrencies by 'pump and dump' schemes, urging viewers to conduct their research.

ICP (Internet Computer) was criticized for its outdated technology and lack of real-world use cases, contributing to its classification as a zombie chain.

The ATR model was used to visually represent the life signs of various cryptocurrencies, with some showing potential while others were deemed non-viable.

The presenter concluded by advising viewers not to become 'bag holders' for cryptocurrencies that do not show strong signs of growth or utility.

Transcripts

play00:08

hey everybody I'm back again today is

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going to be an interesting one and it's

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not one that I like to do but I serve

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the community I serve the audience here

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and you asked for this so Forbes came

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out with u a report they called it their

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zombie coin report for 2024 and they

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identified 20 cryptocurrencies that they

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called Zombie coins it's brilliant

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because I came up with a thing called

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the zombie coefficient in 2021 and we

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actually built a model around it kind of

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interesting so maybe Forbes is looking

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at my stuff I hope so anyway these are

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cryptocurrencies that despite having a

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high market value huge market caps in

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some cases they have no utility and no

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adoption same stuff I talk about now

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this report notably mentions names like

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Ripple xrp cardano Litecoin ethereum

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classic ICP as zombie coins now I'm

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going to dig in and see if their entire

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list of 20 has any winners in it or if

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Forbes are correct so let's dig in and

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again

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there's crypto is very cultish and

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people that own certain bags get very

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upset so what we're going to do is we're

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going to to go through the list of these

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names uh this isn't a very easy to read

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list but it has the details but if you

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do want to see this report just go to

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Forbes look up zombie coins you'll find

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it and this is a better view of the

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actual list xrp cardano Bitcoin cash

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Litecoin internet computer ethereum

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classic Stellar Stacks Caspa Theta

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Phantom Monero R weave aland flow Alon

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Bitcoin SV Mina tasos and

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AOS now for 3 years now since I've been

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doing this I've been trying to guide

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people away from scam chains because I

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look at things in a very simple way and

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again thank you all for being here and

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hope you're not offend I will be doing a

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detailed Quant analysis on each of these

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then I will do an ATR analysis to test

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if they are zombies or not and then you

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make up your own mind decision and if

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you want to be a bag holder if these

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coins are going to make it or not big

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thank you as well to T Tesla and Shan

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donaly for being here in the chat this

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will get spicy and again I serve you I

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have no agenda none whatsoever so the

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way I look at crypto I look at it like a

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shopping mall all right you want lots of

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foot traffic you want lots of stores

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which are like daps you want lots of

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spending you want hopefully people with

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lots of money people won't steal your

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stuff and that's what you want in a

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blockchain this is what you don't want

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in a blockchain what I call a ghost

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chain where there's no stores garbage no

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foot traffic is just dead okay and we

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will break it down as to identify how

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you identify if something is dead or not

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by the way as I do this we'll get to the

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chart in a minute but bitcoin's up 1,218

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bucks not bad now warning this is Quant

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only the way I approach investing is

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through a lot of modeling a lot of

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analysis and a lot of ta that's it that

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way I remove any emotion from any

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decision making but I'll share with you

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a ton of data that took a long time to

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put together so you can make up your own

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mind first of all let's look at the

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first step transactions per second this

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wasn't something that was called out by

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our friends at Forbes but these are the

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TPS levels now what I did as well just

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so you know I broke it out between the

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smart contract platforms and the other

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tokens some of the other tokens really

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aren't really worth even talking about

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but I will go through them all in the

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ATR model towards the end but let's get

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the Quant out of the way first first of

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all they all have very slow transactions

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per second we have analyzed 52 different

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smart contract Platforms in great detail

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the average TPS transactions per second

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for all of these 52 platforms is eight

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this is the TP PS right now for these

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platforms Phantom 2 and A2 Al Grand 11.9

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Flo 8.6 cardano 0.6 Elon 2.1 ICP 0.1

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transactions per second and stacks

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0.4 now we have a certain chain that'll

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remain

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nameless doesn't even isn't even running

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fast enough at 3,000 TPS so the question

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is you make up your mind is that enough

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speed for you going forward Also let's

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look at the daily active users for 52

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different chains we have an average

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daily active user count of

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4177 by the way when I talk about 52

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layer ones and layer twos a lot of them

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are complete garbage all right this is

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the average so if you're not even at the

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average you should be concerned and

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again this is just numbers everybody

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don't be offended uh Phantom

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4,714 nearly at the average so Phantom

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that's good for them

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uh cardano 33,000 uh alran 28,000 Flo

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1,000 users Elon 10,000 users ICP 4,000

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users and stacks 12,000 users so the

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question is yes they are very abysmal

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daily active user numbers next let's

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look at fees if a chain is not making

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money it's not going to make it it's

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that simple now the average fee per

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smart contract platform of the $50 do is

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11,705 and you can see Phantom makes

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2,600 bucks a day Al Grant $1,100

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flow6 ICP

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$16 Elon nothing cardano $5,900 bucks

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Stacks 10,500 again all under the

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average not good not good at all let's

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look at market

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caps this is kind of stunning so uh

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these are the market caps of these names

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uh the average market cap for the top 52

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platforms is 3.6 billion but remember

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that

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includes Bitcoin and ethereum as well

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and we know how big they are okay so the

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average even taking that you got cardano

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$16 billion market cap is that just

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Justified ICP 6 billion Stacks 3 billion

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and I know people have had a good time

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Stacks this year but is it really worth

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it I don't know Phantom 1.8 aland

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1.4 you know and I know as well we've

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got meme coins with higher market caps

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than some of these um this is market cap

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over daily active users very important

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statistic I look at a lot the average is

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74,000 you've got flow here

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1.67 million ICP $1.3

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million you got C

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half a million dollars per

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user they are not sustainable numbers at

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all thank you so much Joe for coming not

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sustainable so either something has to

play07:41

happen either the market cap has to come

play07:43

down a lot to justify these numbers or

play07:46

their amount of daily active views has

play07:47

to go to the moon real fast also we've

play07:50

got this is uh another version of this

play07:54

market cap over daily

play07:56

transactions and some crazy numbers here

play07:58

c 300

play08:00

31,000 of market cap per transaction

play08:03

that's nuts ICP 518,000 that's nuts the

play08:07

average for all of these top 52 scps is

play08:09

$6,000 Phantom is $8,600 so nearly in

play08:13

line Elon

play08:15

6,000 not bad but again watch these

play08:18

numbers carefully now we have fully

play08:21

diluted market cap remember a lot of

play08:23

these tokens still are going through a

play08:24

lot of inflation over daily active users

play08:27

flow 1.67 million cardano 65,000 ICP

play08:32

$1.5

play08:34

million per

play08:40

user ridiculous

play08:43

ridiculous and then I know people say

play08:45

but but blockchain is special no it's

play08:48

not okay look at the analog world

play08:52

compared to the crypto World pretty much

play08:54

the same okay there has to be a lot of

play08:56

growth a lot of growth to sustain that

play08:58

then we'll look at at the CC this crypto

play09:00

compendium breakout this is all by the

play09:03

way we've spent years building these

play09:05

things so we could share with you all of

play09:08

the truth that's how I pick winners how

play09:11

I pick the best Bitcoin miner how I pick

play09:13

the best crypto is because of

play09:16

insane insane thousands of hours of

play09:20

modeling data Gathering API building to

play09:24

get all of this stuff and we share it

play09:26

with you for free so I hope you

play09:27

appreciate it xrp fully diluted market

play09:29

cap $

play09:31

51.6 billion cardano fully diluted

play09:34

market cap

play09:35

$2.2 billion Bitcoin cash $9 billion

play09:40

Litecoin nearly 7 billion these are

play09:43

crazy you got all of these top 20 names

play09:46

okay they have a market cap today of $90

play09:48

billion and a fully DED market cap of

play09:50

$122

play09:52

billion that's a lot of market cap the

play09:54

question is what do they do the answer

play09:56

is not very much but we're still going

play09:59

to try teas out a couple of winners from

play10:00

this list it's not all bad trust me now

play10:03

let's look at whale concentration

play10:04

another very important aspect who owns

play10:07

the bags flow 98% wh concentration EOS

play10:12

95% and that's when they start and all

play10:15

they do over that period of time is all

play10:17

flow the bags onto retail all flow do

play10:20

you want to be catching one of those

play10:21

bags the answer is no all right be

play10:24

careful out there xlm 89% are we weave

play10:29

87% Etc the ones that aren't too bad are

play10:33

the ones in green below Litecoin Bitcoin

play10:35

cash kaspa and cardano they all have

play10:38

pretty good scores in this regard so

play10:40

again everything's mixed but you got to

play10:42

take everything together and create

play10:43

these composite scores and that's what

play10:45

we do here uh next is distance from

play10:48

alltime high and I know cuz I've studied

play10:51

this years and years and years of data

play10:55

when you are extremely far from an

play10:57

all-time high and you are halfway

play10:59

through a bull run you are dang you are

play11:03

a zombie and that's just the hard facts

play11:08

there is no recovery halfway through the

play11:11

Bull Run okay yes they might go up a

play11:14

little bit but there's way faster horses

play11:17

that you need to be on not on these

play11:19

things so the ones I have listed here

play11:21

Flo EOS algr Elon Mina tasos Bitcoin

play11:25

cash bsv xlm Theta cardano xrp eum

play11:29

classic Phantom Litecoin

play11:32

Monero not looking good now on the

play11:35

bright side R weave stacks and Caspa are

play11:38

are closer to their alltime highs which

play11:41

is good uh but when you are 98% away

play11:46

from your alltime

play11:47

high might as well just pull the plug as

play11:51

they say now let's look at a couple of

play11:53

the big names and dig into some other

play11:55

details again we are in the hype of

play11:59

crazy crypto season and then you have

play12:02

cardano daily active address is down 40%

play12:04

over the last 90

play12:07

days

play12:09

scary all chains daily activus are going

play12:13

up this one fell 40% not good okay I'm

play12:19

not being hard on cardano I know the

play12:20

people are lovely and everything else

play12:23

but out of the gate three years ago I

play12:25

could spot the stuff that was going on

play12:27

with this chain cardano fees 90 days

play12:30

down

play12:32

50% scary when there's no fees there's

play12:35

no income coming in and it's like a mall

play12:38

you can't have a shopping mall with no

play12:40

rental income think of it that way just

play12:43

popped into my head let's look at

play12:44

another one xrp nearly $1 of $1 million

play12:49

Mark cap per daily active user and it's

play12:51

not a layer one layer two per se thank

play12:53

you ban for coming it's

play12:55

different but still insane value ation

play12:59

and that puppy xrp Ripple has been

play13:03

diluting inflating dumping tokens on

play13:07

retail for eight years and they're not

play13:10

stopping they nearly have $50 billion in

play13:12

escrow waiting for you that's absolute

play13:16

price suppression these are the hard

play13:17

truths that people are too lazy to look

play13:19

into all right what else do we got

play13:22

Phantom okay let's look at phantom

play13:24

phantom changes with a new upgrade

play13:27

called Sonic the question is will this

play13:30

shake things up they believe this new

play13:32

upgrade will take the speed up to 2,000

play13:35

transactions per second and time to

play13:37

finality 700 to 900 milliseconds quick

play13:40

not bad not bad at all and with that you

play13:42

can do a lot for sure there is a problem

play13:47

however

play13:48

adoption you could have the capability

play13:51

of doing a million TPS but if there's

play13:53

only 10 people in your chain it doesn't

play13:55

matter okay so the hardest part and I

play13:58

said this in the beginning is adoption

play13:59

that's why I focus on things like where

play14:01

the developers are going to spend their

play14:03

time what's the breath of daps how many

play14:06

users are there how many activities do

play14:09

they do per day across how many daps

play14:11

that's what's important when we compare

play14:14

Salon to Phantom and Phantom is great

play14:17

and they've got big plans but I said

play14:19

here even if they get to a Max of 10,000

play14:22

TPS not 2,000 which is in the Sonic it's

play14:25

still not enough the daily transactions

play14:28

are too low daily active users need to

play14:30

grow a hell of a lot we're talking 1,

play14:34

1600% to get on par need nearly 17x to

play14:38

get on par with salana to get there so

play14:41

the question is can it make it

play14:43

theoretically yes but this Sonic upgrade

play14:46

is not is not cuz the question I always

play14:49

get oh the new upgrade is going to make

play14:52

it the new salana no it is not okay fact

play14:58

that's it

play14:59

hope is not a strategy R weave number

play15:01

one number two I mean it maybe has a

play15:04

chance there are now five billion pieces

play15:06

of data stored permanently on chain with

play15:07

r weave 320 more are being added every

play15:10

second well that's great and yes they do

play15:14

have some transactions per second

play15:15

happening but it is a storage

play15:17

vehicle and I tried to get the amount of

play15:21

pedabytes of storage on there couldn't

play15:23

find it anyway the point is it is being

play15:25

used it has a chance and some of the

play15:27

scores we covered before are okay we

play15:30

will check our weave out on the ATR

play15:33

model as well in a minute as well as

play15:34

Phantom why is ICP on the list we have a

play15:38

lot of people by the way one of my best

play15:41

metrics that I found to be absolutely

play15:44

reliable the more a chain is pumped and

play15:47

the

play15:48

more it is pumped by scammers and the

play15:51

more people that have dedicated videos

play15:53

around a chain the higher the

play15:55

probability is it's a scam okay Pumpers

play15:59

beware the Pumpers all right find people

play16:03

that have already made their money and

play16:04

they don't need to use YouTube to make

play16:07

money you are the

play16:10

product okay and I'm sorry for these

play16:12

firm words but this is the amount of

play16:14

stuff that I see pumped and shield it's

play16:16

almost as bad as 2000 and 2000

play16:20

or 2020 and 2021 getting all my years

play16:23

mixed up so let's talk about ICP heavily

play16:26

pumped critics argue

play16:29

that iccp blockchain has not

play16:31

demonstrated significant real world use

play16:33

cases or applications that would drive

play16:35

demand for its native token the ICP coin

play16:38

and the lack of utility is seen as a

play16:40

factor in its classification as a zombie

play16:42

chain also the technology people say

play16:44

it's the best technology in the world no

play16:47

many experts claim the underlying

play16:49

technology of ICP is very very outdated

play16:51

compared to newer blockchains and they

play16:54

have the newer blockchains have much

play16:56

more security features scalability

play16:58

features Etc and this technological

play17:01

stagnation or Tech debt also attributes

play17:04

to ICP zombie

play17:06

status and lack of development there are

play17:08

concerns that the development and

play17:10

Innovation on ICB have not kept pace

play17:13

with other blockchain projects and this

play17:15

could lead to a decline in interest from

play17:17

other developers again zombie chain

play17:20

label these are basic things you need to

play17:24

know about your chain do not trust the

play17:27

person touting the chain on a YouTube

play17:30

channel or on Twitter or anywhere else

play17:32

do your research I'm laying it all out

play17:34

for you so you can do it yourself next

play17:37

is kaspa heavily

play17:39

pumped very aggressive team there as

play17:43

well so this is from from what it's

play17:45

worth pretty sure Casa doesn't actually

play17:46

solve the tril of crypto and as soon as

play17:49

they build daps on top of the network

play17:51

its security is compromised they cannot

play17:53

do complex stable coin region consensus

play17:55

Etc within one second I expected to be

play17:58

safe so there are no daps on kaspa okay

play18:01

but it has a big market cap and a big

play18:03

price and it has done

play18:05

well but ask yourself why okay is it

play18:09

going to be the Bitcoin and ethereum

play18:11

killer that they claim it is the answer

play18:13

is no that's proof for work as well so

play18:17

um

play18:18

EOS if beardy is in the audience that's

play18:21

he makes jokes about this all the time

play18:22

it's just been a disaster since 2018 and

play18:25

a lot of the others we simply don't even

play18:26

need talk about okay we're going to now

play18:29

go switch to the a TI model which I

play18:31

wanted to build something that would

play18:33

tell me if a chain had any signs of Life

play18:37

think of it like the ekj monitor in the

play18:38

hospital goes beep with your heart rate

play18:40

and stuff that's what this was

play18:42

originally designed to do and it became

play18:44

a lot more complex with a lot more

play18:45

functionality but we're going to now

play18:47

jump into what I call the zombie

play18:50

identifier ATR but it's also a powerful

play18:53

training tool so let me see if I can

play18:56

switch over my little screen

play19:00

and hopefully you can see this all right

play19:03

I'm going to blast through these pretty

play19:05

quickly the first one is cardano and the

play19:08

way you read this

play19:09

chart is it has

play19:12

layers uh and I I I'm kind of juggling a

play19:15

lot of bullets here so I can't really

play19:16

see the comments but thank you as well

play19:18

crypto dinosaur you are amazing so think

play19:21

of it as layers those level zero level

play19:24

one level two 3 4 5 and six these levels

play19:27

can change depending on when it hits a

play19:30

new all-time high and as I mentioned

play19:32

before we are halfway through a bull

play19:34

market Bitcoin I'm showing you is the

play19:36

first example of where you want your

play19:38

token to kind of be at least above level

play19:41

three or level four this much into a

play19:44

bull run which means for example if

play19:45

you're level three you know you're

play19:48

you're halfway from the bottom to

play19:50

alltime high in that particular range so

play19:53

Bitcoin is now at level 5.5 nearly at

play19:56

top level six is the new alltime high

play19:58

which is

play19:59

73,800 approximately and we're at 64,000

play20:03

right now so I'm going to start off with

play20:05

the very first token and hope

play20:07

everybody's tracking right now and by

play20:09

the way the ATR model has a whole bunch

play20:11

of different toggles and switches uh you

play20:13

can flip from Trend to deviation I like

play20:15

trend for most of the cryptos deviation

play20:18

works great for FX and you can Auto

play20:20

anchor I'm using the auto anchor

play20:22

functionality here but we can also drag

play20:26

it if it's not up to date so the first

play20:28

token in the box they're alphabetical

play20:30

this is cardano you'll see cardano is

play20:33

between level zero and level one I would

play20:35

describe this as a zombie ladies and

play20:38

gentlemen second in the Box aland it's

play20:42

about level 0.3 it's a total zombie and

play20:47

people have a lot of faith thank you

play20:49

Sean as well R weave this is good all

play20:53

right we're at Le just just above level

play20:55

two right now as we speak H long way way

play20:58

to level six which is 92 bucks but at

play21:02

least at $36 there are signs of life

play21:04

there's signs of adoption this one is

play21:07

alive not a zombie Bitcoin cash a fork

play21:12

of Bitcoin and here I need to kind of

play21:16

drag

play21:17

the well it doesn't matter any but here

play21:20

Bitcoin cash because there's so much

play21:23

confusion in the marketplace a lot of

play21:25

people believe this is actually Bitcoin

play21:26

so they buy it instead of Bitcoin or

play21:28

this think it's a cheaper Bitcoin oh I

play21:29

can get this version of Bitcoin for 468

play21:32

bucks I don't have to spend

play21:34

64,000 yeah I'm going to buy this one

play21:36

maybe that's what keeps it

play21:37

inflated I don't know but that's alive

play21:41

not dead I would not touch it in a

play21:43

million years and never have bsv another

play21:46

one this is now just above level 1.5 I

play21:50

consider this hanging on but people are

play21:54

realizing especially since I think

play21:55

Bitcoin Jesus was arrested the guy

play21:57

behind this for um he was arrested this

play22:01

week coincidentally interesting to see

play22:04

anyway we'll move on from there not good

play22:05

Elon level 0.3 zombie EOS level

play22:11

0.5 zombie ethereum classic level two

play22:16

it's alive but

play22:18

technically uh should not really be here

play22:21

and just to clarify as well in case you

play22:23

missed it the Red Shadow is the bare

play22:26

Market in the background Weir you're

play22:29

deep deep deep into the bull market this

play22:32

is flow Flo is about level 0.1 most dead

play22:37

no adoption killed by other chains and

play22:40

other nft platforms Phantom just below

play22:44

level one technically it is a zombie but

play22:48

maybe the Sonic upgrade can help it

play22:50

it'll definitely and I've always said

play22:52

Phantom is a lot better than say a

play22:54

cardano or something but trading at a

play22:56

fraction of the market cap but still is

play23:00

it going to make it long term not with

play23:01

that radical radical changes

play23:04

ICP ICP is just beyond dead and has been

play23:07

for a long time uh and I know people say

play23:10

oh but it's done really well like if we

play23:13

zoom in you'll see it's just below level

play23:16

one so level 0.9 Dead zombie and it

play23:21

has is it down I think it's 99% from the

play23:24

oldtime highs but that's ICP and people

play23:27

love it it's just not to make it so here

play23:30

we are this is another one this is Caspa

play23:32

relative new token launched at the end

play23:35

of the bare market and it's done well

play23:39

very well but way off the highs let me

play23:41

see if sometimes if there's not enough

play23:43

data you can't get a full set of levels

play23:46

for the ATR because it's so new but

play23:49

that's Caspa so that is not dead

play23:51

Litecoin almost dead level

play23:54

1.2 way off the alltime highs of

play23:59

389 as now at 80 would I touch it not in

play24:02

a Million Years Mina level 0.5 dead

play24:06

Stacks did really well because it's

play24:08

writing the code tailes of Bitcoin but

play24:12

it is extremely

play24:14

overvalued okay as we covered before uh

play24:17

but it's not dead per this chart Theta

play24:21

level

play24:22

1.1 hanging in there but competitive

play24:26

competition will kill it excellent

play24:28

level one dead Monero alive not bad it's

play24:34

up a level 2.3 2.4 and privacy coins are

play24:37

a thing but they'll never attract

play24:39

institutional money therefore I don't

play24:40

touch them xrp the gift that keeps on

play24:44

giving level just under level two way

play24:48

off the all-time highs of whatever it

play24:50

was two or three bucks and you see all

play24:52

the pump saying it's going to $10 and

play24:53

$100 in fact I've had conversations with

play24:56

people on Discord believing that

play24:59

and I just can't get through to them so

play25:03

you

play25:04

know they're a polished outfit and the

play25:06

very last one in the Box tasos level 0.4

play25:10

dead okay now so from that we do have a

play25:16

conclusion let me see if I can get back

play25:19

to my screen here we are sorry that took

play25:21

a bit of time and I'm back so I do have

play25:23

a little conclusion everybody of all of

play25:26

those tokens I just went through and I'm

play25:29

exhausted it's been a really hard week

play25:30

so thank you for bearing with me maybe

play25:33

two have a chance maybe two are half

play25:37

investable those are

play25:40

Phantom and that shouldn't be used AR

play25:42

that should be R weave a not ATR ATR is

play25:47

the product I don't know how that got in

play25:49

there did tell you I was tired wasn't I

play25:51

the big lesson for everybody is do not

play25:53

be a bag holder okay the way it works in

play25:56

crypto guys that get in early the whales

play26:00

the Pumpers they get discounted tokens

play26:04

and their job is to influence you to buy

play26:06

them and then they offload on you okay

play26:10

that's how the game works the quicker

play26:13

you realize that or you probably realize

play26:16

it but you don't think it's happening to

play26:17

your actual

play26:19

token don't be a bag holder everybody do

play26:22

not do not be a bag holder that model I

play26:26

just walked you through shows you what's

play26:28

going to happen and we can come back to

play26:30

this video in a year's time at the end

play26:32

of the bull market or 18 months time and

play26:34

see exactly what happened and yes they

play26:37

may go up a little bit but nothing like

play26:41

what the winners will do all right the

play26:43

winners take most everybody so sorry for

play26:47

that little piece of hard love

play26:50

but it needs to be told nobody else

play26:53

tells it thank you all for coming thank

play26:55

you to the mods in the chat too catch

play26:57

you all tomorrow for the big Q&A which I

play26:59

start working on now actually started on

play27:01

the last night it's going to be a fun

play27:02

one and we have other cool things

play27:05

happening too thank you T D Tesla thank

play27:07

you Sean Donley and everybody watching

play27:09

hit the like and the way out apologies

play27:12

if one of your tokens was on the Forbes

play27:15

list but I'm actually grateful to Forbes

play27:17

for taking the courage to do this

play27:19

because when I first started this I was

play27:20

the only one to do it now I'm glad to

play27:22

see other people step up and call things

play27:26

as they are to try I protect retail

play27:29

investors thanks all take care

play27:37

[Music]

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