TOP SECRET CRYPTO GAMING ALPHA NO ONE WANTS TO TELL YOU

Summary

The speaker offers an insider's view on the crypto gaming space, emphasizing the importance of understanding market dynamics over relying on experience. They critique the blame-game mentality in crypto and discuss the impact of investor behavior, token dilution, and market timing on project success. The speaker anticipates a potential 'Golden Era' for crypto gaming projects launching in late October to capitalize on a historically strong November market, advising investors to look for projects with recent funding and a clear path to success.

Takeaways

• 🗣️ The speaker emphasizes their deep involvement and understanding of the crypto gaming space, having been involved for years and having direct interactions with CEOs and industry insiders.
• 📉 They refute the notion that experience alone guarantees success, using the analogy of a pizza maker claiming superiority over a Michelin star chef despite the latter's lack of pizza-specific experience.
• 📈 The speaker highlights a common narrative in crypto where people tend to blame others for their financial losses instead of taking personal responsibility.
• 💸 It's explained that venture capital funds often invest early in crypto gaming projects, driving up valuations, and then sell to maximize their gains, sometimes at the expense of retail investors.
• 📅 The script discusses the historical performance of Bitcoin during election seasons, suggesting that past performance could be indicative of future trends, particularly around November.
• 🚀 The speaker points out that early investors in crypto gaming projects, like those who invested during the hype cycle, often see the most significant gains.
• 📉 Token dilution is highlighted as an issue in the crypto space, with too many tokens leading to high valuations and subsequent losses for investors.
• 💡 The importance of timing is stressed, with the speaker suggesting that investing when others are fearful can lead to greater success, referencing past projects like Axie Infinity.
• 🔍 The speaker recommends using tools like Crypto Rank to analyze crypto funds and investors to understand their patterns and strategies for success.
• 💼 The script advises looking into recent fundraising rounds of crypto gaming projects as an indicator of their financial health and potential for future success.

Q & A

What is the main message the speaker is trying to convey about the crypto gaming space?

The speaker emphasizes that experience alone doesn't guarantee success in the crypto gaming space and that understanding the industry's inner workings is crucial. They also highlight the importance of not just holding onto cryptocurrencies but understanding the market dynamics.

Why does the speaker criticize the mentality of blaming others when people lose money in crypto?

The speaker dislikes the tendency of people to blame others for their financial losses in crypto rather than taking responsibility for their own investment decisions.

What does the speaker mean by 'market structure favors Venture Capitals'?

The speaker is referring to how Venture Capitals can buy tokens early at a lower valuation before they are available to retail investors, which allows them to maximize their gains when they sell to the market.

What is the significance of the speaker mentioning 'investor unlocks' and 'vesting times'?

The speaker is pointing out that Venture Capital funds often have to hold onto their investments for a certain period before they can sell, which can be a disadvantage if the market is unfavorable during that time.

Why does the speaker believe that many crypto gaming projects are going bankrupt?

The speaker suggests that many projects are unable to sustain themselves due to prolonged token dumping and a lack of planning, leading to their eventual demise.

What does the speaker mean by 'crypto space is PVP'?

The speaker is using 'PVP' (Player versus Player) to describe the competitive nature of the crypto market where investors are competing against each other for gains.

Why does the speaker think that September and October might be 'boring' in terms of crypto gaming?

The speaker anticipates that these months might be quiet because many investors are cautious, historically Bitcoin has been strong in November, and many projects are likely to launch just before that to gain an advantage.

What does the speaker mean when they say 'time the market' versus 'time in the market'?

The speaker differentiates between trying to predict market timing for quick gains ('time the market') versus a long-term investment approach where one stays invested over time ('time in the market').

What is the speaker's opinion on the importance of launching a crypto gaming project during the right time?

The speaker believes that launching a project at the right time, such as before a market uptick, can provide a first mover's advantage and potentially lead to greater success.

Why does the speaker recommend looking at the patterns of Venture Capital funds?

The speaker suggests that understanding the investment patterns and strategies of Venture Capital funds can provide insights into which projects might be successful, as these funds often have the resources and connections to help projects succeed.