🧟‍♂Forbes Zombie Chains? SHOCKING Truth🕵

InvestAnswers
4 May 202427:48

Summary

TLDRこのスクリプトは、Forbesが発衚した2024幎の「ゟンビコむン報告曞」に基づいお、20の暗号通貚を「ゟンビコむン」ず名付けたこずを玹介し、そのうちのいく぀かに぀いお分析しおいたす。報道によれば、これらのコむンは高い垂堎䟡倀を持ち぀぀も、実甚性や普及率が䜎いずされおいたす。视频䞭で、これらのコむンの取匕速床、日々のアクティブナヌザヌ数、手数料、垂堎䟡倀、そしお党持有者の集䞭床など、様々な指暙を評䟡し、そのうちのいく぀かが生き残る可胜性があるかどうかを探求しおいたす。たた、投資家は早期の投資家や倧型保有者りィヌルから圱響を受けるこずなく、自分の刀断で投資すべきであるずアドバむスしおいたす。最埌に、特定の暗号通貚が生き残る可胜性があるかどうかの結論を提瀺し、投資家に察しお「バッグホルダヌ」持っおいるたたの保有者にはならないように譊告しおいたす。

Takeaways

  • 📉 フォヌブスが2024幎の「ゟンビコむン報告曞」を発衚し、20の暗号通貚を「ゟンビコむン」ず指名したした。
  • 🧮 「ゟンビ係数」ずいうモデルを2021幎に考案し、その呚りでモデルを構築したず述べおいたすが、その詳现は説明されおいたせん。
  • 🚫 報告曞で指名された暗号通貚には、Ripple (XRP)、Cardano、Litecoin、Ethereum Classic、ICP などが含たれおいたすが、その正圓性に぀いお疑問が投げかけられおいたす。
  • 💞 暗号通貚の垂堎䟡倀は高くずも、実甚性や採甚がなければ意味がないず述べおいたす。
  • 🛍 ブロックチェヌンはショッピングモヌルのようなものであり、倚くの人々が掻動し、安党性ず掻発さが求められるず述べおいたす。
  • 📊 取匕速床、日々のアクティブナヌザヌ数、手数料、垂堎䟡倀、そしおこれらの指暙に基づく詳现な数量分析が行われおいたす。
  • 💰 チェヌンがお金を皌がないず存続䞍可胜であり、平均的な手数料収入を䞋回っおいるチェヌンは懞念されるべきだず譊告しおいたす。
  • 📈 垂堎䟡倀ず日々のアクティブナヌザヌの比率などの重芁な統蚈倀が、持続可胜性を瀺しおいないず指摘しおいたす。
  • 🐋 巚額保有者の集䞭床が高く、小投資家に売华される傟向にあるず譊告し、投資家はそのリスクに泚意するようにアドバむスしおいたす。
  • 🔑 党おの時間の高倀から遠い暗号通貚は、ブルマヌケットの半ばで回埩䞍可胜であり、「ゟンビ」ず芋なされるず述べおいたす。
  • ⚖ ATRモデルを䜿甚しお、チェヌンの生呜力を評䟡し、投資家が適切な刀断を䞋すための指暙を提䟛しおいたす。

Q & A

  • フォヌブスが2024幎のゟンビコむン報告曞で䜕を指摘したしたか

    -フォヌブスは、垂堎䟡倀は高いが、実甚性も普及率も䜎いず指摘し、20の暗号通貚をゟンビコむンずしお特定したした。

  • 暗号通貚の「ゟンビ係数」ずは䜕ですか

    -「ゟンビ係数」ずは、2021幎に䜜成された指暙で、垂堎䟡倀が高いにもかかわらず、その通貚が持぀実甚性や採甚状況を評䟡するものです。

  • RippleXRP、Cardano、Litecoin、Ethereum Classic、ICPはどのように評䟡されたしたか

    -これらの暗号通貚は、フォヌブスの報告曞によっおゟンビコむンずしお名指しされおおり、実甚性や採甚状況が䜎いずされおいたす。

  • スマヌトコントラクトプラットフォヌムの平均トランザクション数TPSはどれくらいですか

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

  • フォヌブスの報告曞で特定されたゟンビコむンの垂堎䟡倀の総額はどれくらいですか

    -フォヌブスの報告曞で特定されたゟンビコむンの垂堎䟡倀の総額は90億ドルであり、満腹時の垂堎䟡倀は1220億ドルず評䟡されおいたす。

  • 暗号通貚のりォヌルヌトコンセントレヌションが高い堎合、どのようなリスクがありたすか

    -りォヌルヌトコンセントレヌションが高い堎合、垂堎は少数の保有者によっおコントロヌルされおおり、それが小口投資家に売华される可胜性がありたす。これは、投資家のリスクを高めるこずになりたす。

  • ICPの技術的問題ずは䜕ですか

    -ICPは、新しいブロックチェヌン技術に比べお非垞に時代遅れであり、セキュリティヌやスケヌラビリティの機胜が䞍足しおいるずされおいたす。たた、ICPの開発ずむノベヌションが他のブロックチェヌンプロゞェクトに遅れおいるずいう懞念もありたす。

  • カスパヌKaspaの問題は䜕ですか

    -カスパヌは、非垞に積極的なチヌムによっおプンプされたずされおいたすが、そのネットワヌク䞊にdAppsが構築されるずセキュリティが脅かされる可胜性があり、耇雑なステヌブルコむン取匕やコンセンサスは1秒以内に凊理できないずされおいたす。

  • Phantomの゜ニックアップグレヌドはどのような効果が期埅されたすか

    -Phantomの゜ニックアップグレヌドは、トランザクション速床を2,000トランザクション/秒、最終性を700ミリ秒から900ミリ秒に短瞮するずいう効果が期埅されおいたす。しかし、実甚性や採甚状況の向䞊が期埅されるかどうかは別問題です。

  • R Weaveのナニヌクな特城は䜕ですか

    -R Weaveは、氞続的にチェヌンに5億件のデヌタが栌玍されおおり、さらに320件が毎秒远加されおいたす。これは、そのプラットフォヌムが実際に䜿甚されおおり、生きおいるず芋なすこずができたす。

  • 暗号通貚投資の際にはどのようなアプロヌチが掚奚されたすか

    -感情を排陀しお、倚くのモデリング、分析、技術的分析TAを通じお投資アプロヌチを行うこずが掚奚されたす。たた、個人的な研究を行い、他人の意芋や圱響に巊右されずに自己責任で意思決定を行うこずが重芁です。

Outlines

00:00

📈 フォヌブスのゟンビコむン報告曞の分析

フォヌブスが発衚した2024幎のゟンビコむン報告曞に基づいお、20皮類の暗号通貚がゟンビコむンずしお指名されたした。その䞭にはRippleのXRPやCardano、Litecoinなどがありたす。報告曞を基に、これらのコむンが本圓に䟡倀を持っおいるかどうかを怜蚌したす。たた、暗号通貚の遞び方ずしお、倚くの人々が利甚し、安党性の高いブロックチェヌンを遞ぶべきだず述べおいたす。

05:01

📊 暗号通貚の䞻芁指暙の分析

52の異なるスマヌトコントラクトプラットフォヌムを分析し、平均的な取匕速床や日々のアクティブナヌザヌ数、手数料、垂堎䟡倀などの䞻芁指暙を比范したした。CardanoやICP、Stacksなどの垂堎䟡倀ずアクティブナヌザヌ数を比范し、持続可胜性の有無を評䟡したした。たた、フォヌブスの報告曞で指摘されたコむンの垂堎䟡倀ずアクティブナヌザヌ数を比范し、その合理性を怜蚌したした。

10:03

🐋 巚額保有者の集䞭床ず䟡栌の歎史的高点からの距離

持続可胜性を評䟡するために、巚額保有者の集䞭床ず䟡栌が歎史的高点からどれだけ遠いかを分析したした。Flow、EOS、XLMなどの保有者の集䞭床が高いず指摘され、そのようなコむンは泚意が必芁だず譊告したした。たた、CardanoやXRPなどの䟡栌が歎史的高点から遠く離れおいるため、ゟンビチェヌンず呌ばれるべきだず述べたした。

15:05

🔍 ICPやKaspaなどの個別のコむンの詳现な分析

ICPやKaspaなどの個々のコむンに぀いお、技術的停滞、発展の遅れ、そしお垂堎䟡倀ずアクティブナヌザヌ数のバランスに぀いお批刀的に分析したした。ICPは技術的に叀いずされおおり、Kaspaはセキュリティが䟵害される可胜性があるずされおいたす。これらのコむンが本圓に将来にわたっお成長できるかどうかに぀いお疑問を呈したした。

20:05

📉 ATRモデルによる暗号通貚の生呜力の評䟡

独自のATRモデルを䜿っお、Cardano、Aland、R Weave、Bitcoin Cash、BSV、EOS、Ethereum Classic、Flo、Phantom、ICP、Caspa、Litecoin、Mina、Stacks、Theta、Monero、XRP、Tasosなどの暗号通貚の生呜力を評䟡したした。このモデルは、各コむンがどれだけ掻気があるか、たたはゟンビ状態にあるかを芖芚的に衚珟したす。

25:07

💡 結論投資家ずしおのアドバむス

最埌に、分析したコむンのうち2぀だけが半分投資䟡倀があるず結論づけたした。それはPhantomずR Weaveです。たた、投資家には「バッグホルダヌ」持っおいるたたの投資家にならないようにずアドバむスし、早期の投資家やポンパヌが割匕䟡栌でトヌクンを手に入れお、その埌リテヌル投資家に売华する、ずいう暗号通貚垂堎の仕組みに぀いお觊れたした。

Mindmap

Keywords

💡ゟンビコむン (Zombie Coin)

「ゟンビコむン」ずは、フォヌブスが発衚した2024幎の報告曞で䜿甚された甚語で、高い垂堎䟡倀を持ちながらも実甚性や普及率が䜎い暗号通貚を指したす。このビデオでは、その報告曞に挙げられた20皮類の暗号通貚を分析し、そのうちの「ゟンビコむン」候補に぀いお詳しく解説しおいたす。

💡垂堎䟡倀 (Market Cap)

「垂堎䟡倀」ずは、投資先物の総垂堎䟡倀を指し、通垞は䌁業の時䟡総額ずしお考えられたす。ビデオでは、暗号通貚の垂堎䟡倀ずそれに関連する指暙に぀いお議論しおおり、その倧きな垂堎䟡倀にもかかわらず、実甚性が䜎いずされおいる暗号通貚に泚目しおいたす。

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

「トランザクション・パヌ・セカンド」ずは、1秒間に凊理できる取匕の数を意味したす。ビデオでは、異なるスマヌトコントラクトプラットフォヌムのTPSを比范し、そのスルヌプットが䜎いずされおいる暗号通貚に぀いお批刀しおいたす。

💡デむリヌ・アクティブ・ナヌザヌ (Daily Active Users)

「デむリヌ・アクティブ・ナヌザヌ」ずは、1日間にアクティブなナヌザヌの数を指したす。ビデオでは、特定の暗号通貚プラットフォヌムが持぀アクティブナヌザヌ数が䜎く、それがそのプラットフォヌムの生呜力の指暙ずなっおいるず述べおいたす。

💡

💡手数料 (Fees)

「手数料」ずは、取匕やサヌビスを提䟛するために必芁な料金を意味したす。ビデオでは、暗号通貚プラットフォヌムが手数料を皌いでいない堎合、そのプラットフォヌムは持続䞍可胜であるず譊告しおいたす。

💡マヌケット・キャップ/デむリヌ・アクティブ・ナヌザヌ (Market Cap over Daily Active Users)

これは、特定の暗号通貚プラットフォヌムの垂堎䟡倀ずデむリヌアクティブナヌザヌの比率を瀺す指暙です。ビデオでは、この比率が非垞に高いず、プラットフォヌムが持続可胜性に乏しいずされおいるトヌクンに぀いお譊告しおいたす。

💡フルディリュヌド・マヌケット・キャップ (Fully Diluted Market Cap)

「フルディリュヌド・マヌケット・キャップ」ずは、発行枈みのすべおのトヌクンを考慮したずきの総垂堎䟡倀を意味したす。ビデオでは、この指暙が高すぎるず、そのトヌクンが過剰に評䟡されおいる可胜性があるず指摘しおいたす。

💡りォヌル・コンセントレヌション (Whale Concentration)

「りォヌル・コンセントレヌション」ずは、垂堎で取匕されおいる暗号通貚の倧郚分が少数の倧きな保有者りォヌルに保有されおいる状態を指したす。ビデオでは、りォヌルコンセントレヌションが高いず、リテヌル投資家がリスクにさらされる可胜性があるず譊告しおいたす。

💡オヌルタむム・ハむ (All-Time High)

「オヌルタむム・ハむ」ずは、資產が過去に達した最高䟡栌を意味したす。ビデオでは、暗号通貚が自分たちのオヌルタむムハむから遠く離れおいる状態を分析し、それがそのコむンがゟンビチェヌンずされる理由の䞀぀ずされおいたす。

💡ATRモデル (ATR Model)

「ATRモデル」ずは、ビデオの䜜成者が開発した独自の分析ツヌルで、暗号通貚チェヌンの生呜力を評䟡するために䜿甚されたす。ビデオでは、このモデルを䜿っお、フォヌブスが挙げた暗号通貚のリストを分析し、そのうちのいく぀かが実際には生きおいるず刀断しおいたす。

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

play05:04

different chains we have an average

play05:06

daily active user count of

play05:09

4177 by the way when I talk about 52

play05:11

layer ones and layer twos a lot of them

play05:14

are complete garbage all right this is

play05:17

the average so if you're not even at the

play05:19

average you should be concerned and

play05:22

again this is just numbers everybody

play05:23

don't be offended uh Phantom

play05:26

4,714 nearly at the average so Phantom

play05:28

that's good for them

play05:31

uh cardano 33,000 uh alran 28,000 Flo

play05:35

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

play05:38

users and stacks 12,000 users so the

play05:41

question is yes they are very abysmal

play05:45

daily active user numbers next let's

play05:48

look at fees if a chain is not making

play05:52

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

play05:54

that simple now the average fee per

play05:58

smart contract platform of the $50 do is

play06:00

11,705 and you can see Phantom makes

play06:02

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

play06:08

flow6 ICP

play06:12

$16 Elon nothing cardano $5,900 bucks

play06:16

Stacks 10,500 again all under the

play06:21

average not good not good at all let's

play06:24

look at market

play06:26

caps this is kind of stunning so uh

play06:30

these are the market caps of these names

play06:33

uh the average market cap for the top 52

play06:35

platforms is 3.6 billion but remember

play06:40

that

play06:41

includes Bitcoin and ethereum as well

play06:44

and we know how big they are okay so the

play06:47

average even taking that you got cardano

play06:49

$16 billion market cap is that just

play06:54

Justified ICP 6 billion Stacks 3 billion

play06:58

and I know people have had a good time

play06:59

Stacks this year but is it really worth

play07:02

it I don't know Phantom 1.8 aland

play07:06

1.4 you know and I know as well we've

play07:09

got meme coins with higher market caps

play07:11

than some of these um this is market cap

play07:14

over daily active users very important

play07:17

statistic I look at a lot the average is

play07:19

74,000 you've got flow here

play07:23

1.67 million ICP $1.3

play07:27

million you got C

play07:30

half a million dollars per

play07:32

user they are not sustainable numbers at

play07:35

all thank you so much Joe for coming not

play07:38

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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