Solana, Toncoin, NEW Crypto Projects, SUI, Panic Selling & More!!

I've heard it. I mean, that's just my speculation. My part, it's also like you know your point about contradictions of contradictions. from the ACC, like they allow Coinbase to list as, you know, a share right, s1 files and everything, but on the other hand, they want after they've been listed, they sue Coinbase for offering profits, that's correct and list values ​​so that they allow them to Go and become a public trading company, but they also say wait a second. You have already included values ​​in the list. Now we're going to sue him, yeah, so that's pretty crazy, okay, it's like it should be seen as an admission of guilt to some extent, it's like you allowed this company to go public, so someone didn't do it. your due diligence, yeah, I mean, yeah, on Telegram, I'll do it quickly.

I say I think if they tried to list in the US I don't think they would be approved and in fact I don't think it has much to do with tcoin

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with the fact that I think a lot of governments not just in the The US if not around the world wants control of social media and of course those of you who use Telegram know that just like Telegram the whole thing has been that we don't want any government to control us and we want to be dedicated to freedom of speech, so it's like you know that if, like Twitter or uh, not necessarily because there are values ​​or anything like that, but simply because it's freedom of expression and as governments we don't like that and we don't want to support that, yeah, and also the fact. it's obviously because they're um, obviously, sanctions right now, obviously, you know there's questions, oh, it has Russia, you know, originally founded by and it's the Russian back and all that kind of stuff, could they potentially be, ya You know, with sanctions does that complicate?

Yeah, but it's interesting, I think the second part of your question, any hot narrative, um, when it's an L1, then you know, it's a payoff, you know? uh just build an infrastructure on top of it like they want to integrate it. Telegram in order to be like a super application, do you think it is a beta play on stocks? No, so I think one of the strengths that Telegram will try to leverage is the same type of thing. Peer-to-peer micropayments, so I mean Telegram has Bots running. It will be quite easy to build. I've heard it's a pretty efficient network too, so I think building it will be pretty easy.

It will be a great place for influencers and people to interact with their fans too because as soon as you can start exchanging micropayments for fractions of a cent it's a bigger game for sure, yes I agree with Sailor. To say, I think the most lethal use case for uh ton ton coin would probably be something like payments that would be like the hot narrative, yeah, and uh, and

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, and you guys might have heard that, I think also telegram or ton coin were recently introduced as a kyc type solution uh which you know if you're talking about making payments and you need to do some minimal form like kyc um and actually it's going to be very interesting to see you know potentially as salana emerges as from the US ., let's say like the Global North, whatever as a payment solution and then ton coin emerges as a competitor and people are going to realize, oh my gosh, this is like you say why ton coin is like why What is it so you know why it has increased so much?

Why is the market cap so big that there is actually positioning and in our Bureau coin club review it seems like there is even a little bit of what you know, something like Alpha in there? about how it really looks like ton coin is positioning itself as a payment alternative like with tether and whatever, I wouldn't be surprised at all if that's what the ad is referring to, uh, I mean, at the moment from the filming there is a A big announcement is coming from Telegram and uh and tether and I suspect it will be something related to payments or something and it will be like wow and everyone will be like, yeah, 100%, basically they.

I've also done other things like now, I think they also allow and want to use tons of coins to be able to buy ads, you have to pay at least you have to pay and then also do this type of thing to share with the Creator, which is also let's create demand and interest like this micro payment four friends um and you know there are over a thousand channels um you know subscribers can earn some of that and they can get half of the profits so anyway I think there's a lot going on t um I think um in general it's like one of those things where you see something pumping uh sometimes you think to yourself that maybe it could be like oh it's just blowing up because everyone's into a hot narrative, it's a game, but a Sometimes there's a lot of work underneath and when you dive in and you dig deeper sometimes you know there's a lot going on, so it's important not to dismiss something like oh my God, it's there, why is it there?

Try to dig into it because there's a lot of information about what they're building and stuff when you really dive into it and definitely also watch an interview with pav con um tuer Carlson. It's actually really fascinating how he managed to build a company like that, with no HR department, no, I mean, no HR department, and he recruits all his engineers from a job board, yeah, really , so, great, let's move on to the next question and this is from Thomas Hills. and he asks what his predictions are for the price action coming from the Hong Kong ETFs and the timing.

Oh, predictions, man, those are always difficult and dangerous. Yeah, I think he's a lot more over-the-top than I think we're going to see. It reflects. in bitcoin price action, so I think you know that bitcoin has done very well after the Bitcoin spot ETF in the US, and I really don't know how many Chinese investors are going to have access to the stock market of Hong Kong too. so it can't really translate to the entire population of China now being able to invest in Bitcoin spot ETFs. I think that won't be the case, so what kind of entries will there be?

I'm not an expert on the Asian stock market, so I honestly don't know, to be honest, it will be significantly less than the impact that the US approval had, but that's all I have on it, yeah I agree, yes. Well, I'll put a little different spin on it. In fact, I think it depends on what's happening with the Chinese economy, um, which may sound a little strange, but it's like listening. Take me from what I read, uh, and you guys can double check this and you know, feel free to check me, but I'm pretty sure that the entities that applied for the place, uh, Bitcoin and Ethereum.

ETFs in Hong Kong are affiliated with the Chinese government. I'm pretty sure one of them is um, yeah, one of them is uh, so that says well, that's of course something interesting, but I guess I guess the kind of only real barrier to entry is that, Of course, what the Chinese government doesn't want is for you to know that their economy apparently isn't doing very well, you know if that's accurate, like no one knows, because they have bias on both sides, but let's say the Chinese economy doesn't. is doing well and if it starts to recover and everything goes well, then of course, especially with the currency, meaning that the currency stabilizes and even if it starts to strengthen a little bit or whatever, then maybe the government Chinese would be a little more open and say, you know, we can actually allow a little bit of capital outflows from here and you will be able to invest and which I think the Chinese government really likes, as does the US government.

In the US, it's that when you invest in the ETF you don't actually have access to the underlying and that's something they can still take advantage of. They are in control, so it's like in the worst case scenario, if it backfires, they don't have to worry because they can easily put the genie back in the bottle with the ETFs and I think there is a and you know about the timing I guess I could say when the Chinese economy starts to recover when the pboc is not paranoid about the value of the WAN like sinking then uh then maybe they say like you know what yeah like some already know, a Wealthy investors from China were now allowed to invest in these ETFs in Hong Kong as to when that would be.

I don't know, I've heard a lot of talk about how the FED has to act first and like all these other central banks they have to cut first and then China can do the same without weakening the other one, but we'll see anyway, yeah, no, I want I mean, that's a good point for sure, um, for you two, I think um. The question is, therefore, there is no free flow and easy access for investors to enter Hong Kong. They have to use the system called Stock Connect, which is a connection between the Shanghai Stock Exchange in Hong Kong and this is a PR permit like obviously you have to apply in China, the Chinese government allows you or not, so there were very broad estimates in terms of how much flow could come in right, so Matrix Port said oh stock connects could enable at least $25 billion of Chinese investors want to diversify away from the real estate market.

This is a permissible way for them to do it. The government might allow it. Maybe it could come in and this could actually be a push for ETFs to drive demand for Bitcoin. the Bloomberg analyst came out and said actually you know it's probably going to be a flop we're just hoping for 500 million so at the end of the day it all comes down to what the Chinese government will allow in terms of how are they going to allow a lot of investors to get access via Stock Connect? They're not happy with

crypto

currencies, obviously because it's a way of subverting their you and basically capital controls, but they like it. said if it's licensed properly they can control the people that are buying and they can control the flows properly and it's you it's basically a diversification for people in China who want to invest they are crazy about

crypto

currencies so at the end of the day .

We will limit ourselves to thinking about how many Chinese weapons they will allow to buy at um and the moment. I think they are going to do it. They have been approved and must then begin marketing. There have already been announcements in Hong Kong at the end of this month, so you know, we'll see. I don't understand your point. I don't think it's going to be anywhere near the amount of demand that the United States has. seen for these types of assets and because also, yeah, it's just not going to be the most important thing, I think of these, compared to the US, is the type of redemption model that they use, oh, interesting , so this is going to be Redemption in kind, okay, yeah, sure, sure, sure, which yeah, I think something, something, I'll think about this too, speaking of what you guys said, I'm also quite surprised at that if China is going to allow investors to get exposure to bitcoin because, their real estate industry is in a lot of trouble right now, both commercial and just residential properties, right, they have these huge ghost towns, so you know, it would be thinking that his government would want to do everything.

They have it in their power to fix their crumbling real estate industry right and not give people an alternative asset to invest in because you know they should want to keep that money in their own land and in their own infrastructure, but you know, sometimes you have to give the people what they want too and if that's crypto, yes, I mean, yes, but the realistic question, I guess, is kind of like do you think the government, the Chinese government, maybe now we're diverging towards the property? discussion in China, but do you think part of the problems in the Chinese real estate market are due to rampant speculation, in terms of people like you spending their life savings on a property, making down payments, massive leverage and that it's not really driven by fundamental demand for housing, but rather people who have the opportunity to get EUR loans who can't because they can't invest in cryptocurrencies, they can't necessarily easily access stocks and they're just going to go and everyone wants to go and get a property, so they take massive advantage of the property and that obviously creates a huge debt problem.

It was interesting, although um and and I, I actually listened to a very in-depth podcast about this not too long ago and the interesting thing is apparently a lot of the purchases in China, like all properties, were actually The leverage is not really the individual's as Many of them may have liked to get money from their friends, family and whatever to buy the property. Leverage is really everything in companies because what happens is, of course, the company says, you know, give us your money and then we're basically going to go and build this thing, and then they took all this money and never built it. and then they went under, so that's the thing, yeah, so I'm not too worried about leverage, but there's one thing that's really interesting, I guess, and maybe a little off-topic, which is what you just mentioned. it's um of course everyone's wondering why gold is going up why gold is going up of course there's a geopolitical riskThere, but what's really fascinating is that apparently a lot of the purchases actually come from China.

Because the question is like for the store of value, like it's like the ownership is the main thing, um, but when the ownership is already It's not the value of the reserve, it's like where the hell do I put my money? and some of you might have seen a headline I don't remember if it was Shanghai or Hong Kong ETF basically the gold ETF stopped or something because it was like a bullish peg or something with a 30% upside premium , so that's what tells you that there's a search for store value and it'll be interesting to see if you know we've been thinking about store value like Bitcoin and that doesn't really resonate I would say with people who are like in the West. countries, um, but it's possible that in these eastern countries they really see Bitcoin as a store of value, um, uh, for whatever reason, and maybe you'll see the inflows get surprised.

I think there is a greater chance that the entries It's surprising that they don't, but the only question is when is the initial opening, as you said, and it could be business as usual and if the PCC allows the opening, then, then, in You could actually see billions of influence, yes, yes. He was trapped inside a cage, a cage made from The Daily Grind. He was so dissatisfied that I felt like a blank A4 sheet of paper. Something was missing in my life, but I didn't know what, but then I found what I was missing: the coin.

The office deals page was the answer to my prayers. I had everything I needed to complain. Exchange sign-up bonuses of up to $60,000. The biggest discount on the best hardware wallets. Trading fee discounts of up to 60% on top crypto exchanges. thank you coin Bureau for bringing me back to life okay great and our next question is from Pas Pas Morrison P good name good name Pas Pas very P of you and he asks this is a very important, guys, so get ready, is it possible to come back? $11,000 on 30k in crypto, yes I mean it's possible, it's hard, yes it's probably not.

I will say that I have personally known a few people who have made similar plays and done it very well. Unfortunately, I'm not one of them. I'm a little too conservative, but I think the most consistent ways I've seen people carry out the strategy is not simply buying and holding, but actively

selling

one and entering another, so I personally know that. a guy who gets into small cap plays and says it's the easiest money to make. It's like you just triple your money and walk away. It's like you don't save it because you're not looking for that 10x 100x.

It's like you. triple your money, go out, recycle on the next one, do the same thing and, uh, because you know most DGs are really looking for those home runs, so if you're a little more conservative about it, this is not financial advice, of course, um. but yeah, it's like every time you triple you go out and put in the next thing and it's done exceptionally well and I recently did a three part post on our Discord about ways you can basically diversify without having to spend a lot of extra time on it. and one of the methods that I mentioned that I used when I first got into cryptocurrency trading was that I got into a trading group of people that I trusted.

I knew pretty well and we were actually all focused on a different niche because, um, there are too many tiles to look at, look at them, so for me, we were actually a group of 10 and everyone was like, “Okay, you're on layer one ". I mean, this was before layer two or even me. I think it was like your layers, you know, the only meme coin that existed, someone else was just doing trades like Bitcoin and Ethereum and then we had a guy who was just monitoring the pump dump schemes because we just wanted to. getting out of anything that was about to be a pumping dump, that was a big thing going back to Telegram, um, but yeah, basically what we did was leverage the resources and we all funneled the transactions back into a group between us and I.

I mean we didn't turn what was $1,000 into 30 grand, but we did well that year, that's a good strategy, I mean, because exactly it's like you need to be a specialist, right? You know you can't be. Don't try to chase every one of them like you know every trade, every bomb because they will leave you stranded and you know that's also true, that it's much easier to do a 3 to 4X and one and then the next, the next and go and do a 30X and just one or even you know and that's the most crypto thing that Trad focuses on I want this coin, it's going to be 3200x, yeah, but um and then they're going to repackage it back to zero as well, yeah, exactly, yeah, um, but By the way, Taylor obviously mentioned our Discord.

You can go and read his post there if you are a Coin Club subscriber. If you are not, we will leave you the link below and this is where you can also get all this information. because our investigators also have different specialties and focuses, and you can get Taylor suspicious of something that's important to highlight in the L1 space and you can get Kevin, who always investigates some of these l2s and stuff, so yeah, we'll do it. leave a link to that below Kevin's been on fire with his um like air drops and stuff I love your post so yeah that's cool Alpha there sure yeah but I would say I would say it's possible, um, because I would like not to.

I say I've done the same thing in the past, but I've done it a couple of times, so it's possible, but I think it's getting a little bit harder, and it's going to get harder as well as kind of like the bull market. of cryptocurrencies will progress because most of the gains have already been made, if you look at a lot of these, like the small caps, a lot of them are already up like 10x20, so is it possible? Yes, it's something like that. what you should try to ask is another question, like you have the because at this point you really have to have a higher risk tolerance, you have to really be willing to go and dig deeper, uh, I'll say it like on this coin.

V club like relax again is that we actually try to look for these types of cryptocurrencies that you can actually have, you know, 30 x 100, return potential, like obviously no, there are no guarantees, but is it possible? Yes, in terms of how to do it. I mean, I can give you a couple of spoilers, it's pretty clear, pretty straightforward, just look, you know, because even for me, like I'm asking the cryptocurrencies that went up, you know, like 00x in the last cycle. I even had one that went up 200x. It's like how did I choose that correctly?

How did I find it? And the answer is literally just finding something that average retail investors can understand is priced low. The low market cap is also accessible as it should be. an exchange that people can actually buy through um, you know if it's like coinbase or whatever, it also depends, as you know, C coin, even these larger exchanges, I think that's enough, um, but, as you know , it's affordable, small, like a low price, uh, small. market cap a narrative that, like you know the narrative or the use case, that scope can understand, you know, like decentralized streaming or like decentralized Spotify or something like this, you know the retail approach exactly because if you start like that, it's one thing that I even sometimes have to say is that Niichel asks me what you think of this as modular, whatever and I say, but who is going to buy that also as a crypto brother, you know what I mean exactly. um and you know the same thing with a lot of our coin club members because a lot of people that you know in our community are very educated about cryptocurrencies and all that and they're like, what do you think of this infrastructure that you know?

RPC Decentralized RPC network. I think I can't think of a single retail business like my dad isn't going to buy that question maybe ask yourself like your brother would or your dad or whatever if you don't know anything about cryptocurrencies, it's something that worked in um and just on a quick note as I remember when the announcement was peaking, my dad who never says he doesn't know anything about cryptocurrency and never says what do you think of cardano and that was a major sign bro that there should have been been a top signal man, that should have been like the immediate sale, but literally, ask yourself what cryptocurrency is there for your family member to say, Hey, have you heard of?

I don't know, like a ton of coins or something, yeah. a narrative that is relatively easy to understand relatively low price because then people think because people have this, this is a good point that Dan makes because a lot of retailers will think they don't look at the market cap, they look at the price, yeah, they think oh Dogecoin. like more price they don't know they don't know they don't research the supply how the supply works what the outstanding supply is it's like oh it's a low price it's a cool dog you know and what's the next dog we're going to be I'm going to jump and what's next as an animal meme and and and and yes, I think it's an easy to understand narrative, relatively low price, um, if not listed in sex, at least as a plan and a strategy that we will list soon and that can be determined by looking at who it's back exactly exactly if you see coins if you see coins like coinbase Ventures Co coin Ventures or like okx pretty sure there will be a hint for them to be listed easily so their backers are also important. the early stage stuff, well Nick, you also put up a pretty good post on LinkedIn where you compared the number of coins from previous cycles and just like pure math, Alone um says it's going to be harder, you know, make those home run plays.

In this cycle, just because you start, there are so many new

projects

and narratives, exactly man, it's so saturated, so saturated, that you need to go down the market cap rankings, you need to go down and look for real gems and it's a matter of life. it's like investing it's like life, it's risk versus reward, this kind of 30x on particular coins or do the strategy you need and focus on smaller cap plays that are riskier, but you know, you have a, you know, and Al try and Stay focused, that's what you like, we both go, it's like you, you can't cover every narrative and every EOS and every one because there's too much, so basically I love the S, it's like, um, you already know. he who chases two rabbits doesn't catch any, so it's so true that you need to focus, you need to become a specialist and focus on these ecosystems and you can literally focus on a mcoin ecosystem within an L2 and you could literally crush it. it's like you can become a specialist it's important to become a specialist um because then you can concentrate it's a subtle sneaky hint there mein fo Che sneaky yeah yeah because we also have to try to think about the way that people are moving away from the h We need to move on to new animals, man, and new media, think about the media, so or if it's not um, if it's not crafty, it's Bowden, um, great, so that was that question, not financial advice, of course, but yes, it is possible, but it is much more. tougher these days, so the next question is from LA Lenon and he asks how optimistic you are in the core at 58 cents.

I don't know if it's still at 58 cents, but yeah, and so at $1, um, 5 times or more possible or more. This might work, oh, talk about sui

projects

um, do you have it in your portfolio? I do have it in my portfolio, yeah, um, I wish I had more, uh, but yeah, I think, so the programming language in motion I think will be one of the um, one of the many popular narratives of this cycle, sure because it's something new, it didn't exist in the last cycle, right, and there are some quite prominent investors, like I was recently listening to R Paul talk about um Aptos y sui. they're serious to watch and uh there are already some pretty interesting game projects being released on sui which is interesting for such a new network so I think what really attracted me to sui and why I think it could 5x it's just it's not just the network itself, but the caliber of projects that you know, have already caught their attention, so I think one will do very well, um pyth.

I'm also optimistic about whether it can do it or not, you know? 5x, yeah, I mean, anything is possible in this crazy cryptocurrency game, right, but yeah, that's both. I mean the fact that you mentioned those two. I think they are two very solid projects, without a doubt, solid, yes, yes, honestly, honestly I think they will both be From these current levels, I wouldn't be surprised if everyone has 10 xra more and I know that sounds a little crazy until you realize Salana likes us so we did a pyth review in our Bureau Club on coins and he would too. almost like recommending like literally it's worth signing up even just to watch that video because when you understand the importance of py like in the infrastructure, not like in this new not only in the Sal ecosystem but in this new emerging crypto ecosystem because all these faster chains like Suie and Aptos and whatever that need a high frequency oracle and you know at theless according to pyth and you know that link in the chain just isn't fast enough to keep up, you know, and it's even cool.

The thing about Pipe is that the data you get is on demand, so you don't have it. constantly, you don't have to constantly pay for feed, which is apparently how Chain Link works now, of course, that's something they can change. Sure in the future, but with Python it's like you only pay for the data you need. I don't have to constantly be streaming the data and um and yeah, and I think the role of pye in this upcoming infrastructure is the same as with Wormhole um although I'm a little less bullish on Wormhole because I think there's more potential for disruption in the bridge space, but with substance when it comes to all of these, like the hopping cryptocurrencies and all of these Wall Street companies that you know, that are being feeding like you know, feeding data through that, I'm sorry, but like you're going to have a very hard time finding a competitor and I think it's going to be a very fierce competitor for the link in the chain and I'm sorry to bother any link.

The marines L Marines are going to come for you and again I'm I'm sure I'm sure the chain link has its own way of, as you know, um, of, like competing, um, but for the moment, the pith seems like a very strong competitor, yes, yes, I like that it already has a proven use case too, right, I mean chain link has already paved that way, so yes, I mean there is obvious demand in space, so yes, I agree with you, I am optimistic on both projects, unfortunately not. It ran out because I needed liquidity right before the huge Val, so I can help on paper, but I was forced to need liquidity. um sui.

Although I remain bullish on your question on the core because on May 21 we got a massive unlock is coming, yeah right, it's a big unlock. The outstanding supply will more than double, so it's like, you know, we currently have 21.3%, it will be 21% of this, 21.3% of the supply will be unlocked and there is 15% outstanding. so it's a massive unlock, obviously the question then is: do you know if this could affect the price? I mean, there could be a lot of

selling

pressure. I mean, what do you guys think? Yeah, I mean, it will definitely have some kind of effect. right, I mean, I guess I don't have P either, but if I did, I'd really just look to hold if there's a rally up to that date, I'd actually just hold and look to sell right before that date. and buy back afterwards, to be honest I've done it a few times with big token unlocks and I mean most of the time it worked in my favor.

Worst case scenario, you pretty much buy it for the same amount as it sold for itself, a lot, I think I think it was the token unlocking these guys had done, you know, great resource, great team token, a great resource by the way, the token unlocks definitely check them out if you are going to be a subscriber to the club. By the way, they will get a discount on their subscriptions, so that's not the point, yeah, and token unlocks we summarized one of their reports once that looked at the effects of these unlocks and my main takeaway from that report was that it tends to being very much like a psychologist, it's more psychological than real, where people can see that basically, literally, what Taylor just said is that they can see the unlock coming and they literally think well, if I get up a little earlier, so I'm going to sell and literally exactly exactly exactly and there, but to be fair, although there have been a few cases, the one that always comes to mind is uh is madic uh, like in one of our previous reviews, like a couple of years ago .

Basically, I found that if you look at the price, you can see that it actually looks like there's sustained cellular pressure after the fact for a while, and that actually makes sense because in the case of Polygon the guys maybe remember, remember, they allocated a thousand million dollars just for one, you know what I mean, all these ecosystem funds, they allocated a billion ecosystem funds, yeah, to do the zero-knowledge solution and so, they actually liked it. I probably actually sold everything you know, like all that stuff, to capture some of the value, but you know, no, no, no, no, no, hatred against Madic or, like, like, it failed, it was a 300X that I got lost, so, as you know.

I found it for like 1 cent and it went up to $3 or whatever and I sold it like 2 or something, so they used, used, remember when they bought Polygon. This is in 2021, they bought their ZK, they bought a project. called Hermes yes, yes, exactly, so they use them, so yes, if they are using um, if they are using the funds to sustain the project, um, you know, um, but the question, yes, I think in terms of unlocks , um, it's A concern that you just have to ask yourself, first of all, are the guys that have been locked up, the VCs will sell, sure there will be some, some may be selling, but some are optimistic about it, like everyone We would like it to be a bullish project. in terms of the technology behind this and what it's going to do for the Oracle space in terms of bringing on-chain feeds, off-chain feeds in terms of how fast it is and how efficient it is, especially with all these really fast ones that are coming. above, but in terms of um, yes, there are potential sales, but some of them may just want to bunch up because they have V VCS, they care about the long term, okay, I don't necessarily want to need liquidity right now, it all depends . about whether they need liquidity and then there's also the question: I know I asked you about this.

It's like we're going to start seeing the shift in toomics for p. The improvement proposals will bring a useful demand for the demand. I think that is possible. Yeah, and the only thing I'll add quickly, Nick, is that you also have to remember because something you mentioned before Fire Dancer you have to keep this in the context of Fire Dancer expected to be released sometime this summer. I think the original schedule is for it to be released mid-year, so you might know that even if there's a pth network unlock and there's a bit of a sale or whatever at that time, you could simultaneously get the announcement of Fire Dancer and then everyone who, like you, you know, out of fear, exhausted their marrow, suddenly starts coming together because Fire Dancer is in and of course Fire Dancer makes everything in salana faster, that means more How is it going to mean? more demand Pari's golden answer uh yeah same guys jump the crypto jump is obviously a big endorsement P exactly yeah yeah a question about Su though guys because you mentioned it too so they're both obviously based languages the mood, both come. outside of Libra, there is a lot of excitement for both as a very fast and effective complete narrative sui versus epos why I am more optimistic about suie.

I can explain it later, but I mean, out of curiosity, you have eptos too. I don't have epos, no, so why do you think about sui versus eptos? I think to be honest, I think it's pretty clear that I think sui is more popular and I like to get more traction, um in a sense. I'm not that surprised because even between Aptos and sui and honestly it's been a while since I dove deep into both projects, but from what I remember is that Aptos definitely felt a little more because I always try. and classify things into like you know, these additional entities like coinbase and circle and then so off these offshore entities like binance and and uh uh and tether and these types right and of course there's always some overlap right there's a lot of investing in cross investments and whatever, but the really fascinating thing about sui is that, in my opinion, it seems like they clearly like to push themselves into offshore because you guys heard that there was a recent announcement that they had a partnership.

I forgot that it was um, it was 10 cents or one of these big uh G, it was a gaming branch of one of these big Chinese companies uh, uh, if you understand, it was t yeah, but anyway I like it and that just that I he says it's very clear which direction he's trying to put Suie is trying to push and for Aptos it's like it's not clear it seems like they're more in camp because the interesting thing about Aptos is that Anatoli has mentioned many times that he's nervous about Aptos um but the thing is that he said it specifically because of the movement language and of course it's something that that suie also has but the fact that Anatoli is worried about Aptos tells me that he sees them more as a competition competitor in his Turf, yeah that makes some sense, while Suie seems to be skyrocketing and as you know, she's more focused on herself, we're going to partner with all these Asian companies and whatever and work on games, uh, and in that sense, Suie could be a big competitor, but it's, but yeah, yeah, anyway, I think overall though, Sui seems to have the advantage because I think Aptos is having a hard time figuring out what their, what their angle is.

I know, yeah, uh and uh, and if they try to do something like in the Salana camp, they're going to face extreme competition from Salana and it's already like it runs away, it's like you can literally think of it as a like. kind of a board game where, as everyone knows, everyone starts and everyone thinks I need to take all the territory I can and Suie seems to run out and take everything. Sal is already taking a ton of stuff and apps sitting there. like uh uh like what do I have CAU in the headlights of the headlights you can't be doing that um yeah I know it's interesting um and actually we uh if you're a coin buu if you remember the coin bu Discord again link below uh we had the boss of one of the seniors at suie like two, 3 weeks ago and um, and actually one of the, I think the co-founder of suie was actually the guy who developed Mo Right, the actual language when he was working, the one that was used for both and in fact, and from a technology perspective, people think, oh, they're the same project in terms of, oh, the same line architecture, not so much the movement language in terms. suicide is much easier and much more performant than the Aptos side and also, you know, in terms of Aptos, I think releasing their token didn't work either.

Well, you know, there were and they had problems there, so you know, and I think yeah, Su captured the narrative, there's a lot of them and we have guys like developers within the Currency Office and the Discord Club, like smart, smart developers. . These guys say that Suie is the easiest blockchain, one of the easiest blockchains to build, like it has a lot of tools and, um, they also have a lot of incentives for developers to come there like this. of quests, so it's basically creating demand for Builders to come there and obviously that drives tbll, that drives um, that drives dap development, so yeah, I'm from Su, well, keep it up, yeah, yeah, I think just to build on what Dan said.

Yeah suie, you just know they moved faster right, they got that real first-mover advantage, kind of an advantage over Aptos because Aptos just sat back, they released their token and didn't really do anything and I got to chat with the team. from suie. Well, actually, I was very impressed. I got on a call with them and heard a little bit about how they're positioning themselves in marketing and why they're pursuing the projects that they're pursuing and, um, yeah, I think they just nailed it, you know, they got to the right sectors, the right projects and Aptos has just been sitting there like a pet rock.

One more thing I will mention about optos is when we reviewed it and I remember doing the research for that. video, the only thing that stood out to me is that I definitely had the feeling, and this was my concern with Suie as well, but it has been proven wrong, is that you know, because both projects are rooted in Libra and think about how . many billions of dollars in resources that Facebook had allocated correctly and I definitely have the feeling that, at least when I was doing the research for Aptos, I had the feeling that they were like, you know, they had taken what was left and gone to build their own crypto project, but they were lacking the same financial support, the same, you know, I don't know how to explain it, it's like they were just lacking the necessary like they had all the tools that they needed when they were building like Libra um, but then after they split up and start their own thing, they seem a little understaffed, whereas in sui's case it seems like we still have a strong power and I think as a consequence mainly of this guy, uh, who made the movement language um, so that's probably why anyway it's time to answer the next question we have, we just like to live for altcoins, man, okay, this is it.

Next question, this is probably one of the most important because this is where we can introduce ourselves and the upcoming projects that we're looking at and this is from Christopher Lerg '94 and he asks what future projects are you most excited about. Oh man, I could go. all day on this, yeah, um, I'm very important to anyone in our Discord and in our Coin BureauClub. I'm very big on deepin and not just because it's a glimpse into the panoramic narrative, as we often dive into in reality. has been around for a long time and just didn't have the fancy term deepin, deepin projects have been building since 2017 so Peak is one I'm also very interested in, um yeah I just love that they are bringing the world together real and digital correctly and I mean there are real use cases.

There are real opportunities for people to really know, put their digital footprint out there and build these projects that benefit everyone, so if I had to pick a project that's small and not very well known to me yet, it would be Peak Peak. Okay, cool, yeah, for me, I was just checking. I wanted to quickly check my phone to make sure they haven't released a token yet because I don't want to accidentally like, you know, pump something, um, but one. and I'm going to be really niche with you guys, uh, and it's one that I'm, I'm very interested in.

I haven't done much research yet, to be honest, um, but uh, I guess I'll do a real quick story that I was following this guy on Twitter who is very big on it and was very passionate about aloran. You know, of course, there are a lot of guys who are big on alaran and uh, and those of you. Those who are big fans of Alaran may know that there was a bit of controversy around this, I don't know if the CEO of the foundation, I think people really don't like him for some reason, again. I don't understand all the details, the one who had a Twitter account five times CF, yes, yes, but what's really interesting is that, of course, even in a country like, I think they made a little mistake in liking it.

I think it's safe to say that all the Aloh holders agree that they screwed up tokenomics, a lot of selling pressure from the foundation, all this, and we even mentioned in one of our reviews that the foundation's former Co SE it was like yeah, and we're basically going to finish selling all the stuff in the market, this accelerated investment and it's going to be good, you know, and it's like you're crazy anyway, but anyway, um, which is really interesting. , so there's a crypto project called red voy and from what I understand it's basically a community run fork of algorand uh where they're basically saying you know what we're not happy with how this crypto project is. going uh and we want with a I'm going with a I'm sorry, okay, yeah, I'm pretty sure it's an Algin fork it's a it's a fork I don't know if it's a pure fork or maybe they did some adjustment or whatever, but it seems like these guys are really trying to reboot or not reboot alaran, but they want to make alaran be like the way everyone envisioned it, which would be um and I know they're I'm doing Nets testing right now so if any of you he's really good at this, if he's really serious about getting some assignment then he could probably run like a note or whatever, guys, yeah guys are super responsive on Twitter. um and it's a crypto project that I've had my eye on.

I've done it again. I haven't gone into much depth, so please do your own research. um, but it's probably one that I hope at some point I do. coverage for our Coin Bureau Club subscribers, so if you don't have the time or effort to do the research, you can know that we will do it for you, go and vote, you know what these projects are like. CH you have to go and vote you're G remember that's when you can vote properly so yeah but the go is definitely something to watch if you're especially an algorand I think it's one that's completely under the radar and no one has heard it. and again, the only reason I know that is because I was following this guy who was like a huge Al Grand fan and was really upset with what happened with the foundation.

He said you know this other project. I go Network like we're trying to do it. Basically do it the right way um and of course anyone can correct me but that's something that I think is good I think it sounds exciting because obviously Alantic has been amazing because he remembers the guy literally as he was. like one of these, he started with zero knowledge proof exactly, yeah, and he's a professor at MIT on that topic and the technology must be amazing, it's like the question about the basis, suddenly all that kind of stuff, you know, that was really optimistic in Alaran.

At that time, the technology stack was just incredible, even I at some point, to be honest, was very interested in Alaran because the technology is actually very good, it is very good, but yeah, but unfortunately the fans, the fans. I think we're huge kind of bears and huge like just tokenomics is bad, that's all. Anyway, tokenomics is like that, man, sometimes you don't have good tokenomics, it can make or break a project, um in terms of projects that I'm looking at. Exciting coming soon I'll be quick. I've talked about this before. It seems to be spreading throughout space right now.

It is a chain of bars. They haven't even launched the token, but recently they did. They raised a valuation of $1.5 billion. 100 million. there everywhere a token token 2049 um it's also built within the cosmos ecosystem like they got this new liquid they got this new proof of liquidity consensus mechanism super smart guys behind this um the story behind this has also emanated from a meme so it's a really exciting um project to take a look at and then another project and this goes back to the discussion we just had about sui's around move and the prominence of premin of move as programming language in Movement Labs, the currency it was invested in.

Additionally, they are basically a network of modular movement based adaptation projects that are built on separate blockchains and fit into this modular narrative as well with Celest here and Cosmos and everything, so they could come, you know, they could be coming towards a mainnet soon they will already have two different types of technology um M1 and M2 M1 is a blockchain that already has very high performance M2 is compatible with evm and it's also built as an evm layer so yeah it's a very exciting project coming soon and those are my two pick ups uh up and coming both don't have a token yet so stay tuned for that in terms of bar chain, you know, there's speculation that there might be some kind of airdrop, but they haven't announced it, so people like to use it speculatively, um regarding movement, there's no known kind of point system, but yeah, okay, now the final question and um, this is also a very important question, right?

The most important question of all, Rob Three is asking. How can I tell my mom not to

panic

? I love this question. I really hope that all of her boys' mothers like cryptocurrencies. Neither of my parents are, so I don't really have this problem, but I have to laugh because my mom. She says you work for Bitcoin, right, Bitcoin, that's the company you work for and then my dad will leave. I just don't understand the Bitcoin thing for him, the whole sector is the Bitcoin thing, but honestly, I think one of my favorite things, one of the favorite facts that I will always hit Bitcoin skeptics with is that no one in history He's had Bitcoin for four years and lost money on it, so anyone who wants to sell quickly, you know, if it's Bitcoin what you just did.

He with that fun fact like look, he just kept it for four years, the chances are pretty good and the other thing too, you know, like everyone, I'll feel the foam and I'll want to sell a coin when it crashes too, but I always think it's really, I love to just ask you a series of questions like why did I invest in the first place, did the fundamentals change, did the technology change, did the founders change, that's important to me, it's actually like As soon as the synergies are broken Among project founders, I usually roll in and out of a project as well, but regardless of what the price is doing, if my original conviction still stands, it usually just holds, yeah, for this one, M has crypto .

No, no, but my parents are interested and wondering, do you know when it's time? A good time to come in and of course I, as an in-house crypto expert, really like to be patient, as you know. I'm not going to let them buy when everything is overheated and then they go broke, but you know or like you know they're not going to be able to handle that like they buy and then it's like a 30% reduction and then you'll get the same question that your parents they're

panic

king, but I honestly think the most important thing about cryptocurrencies is that it's all psychological, basically, if your mom is seriously considering panic selling. um so she's probably overexposed you know she's probably invested too much and of course you know it depends on the person for some people it's like she invested $100 and you know she's down and I'm like I'm going to like the world it would have been gone, but I mean, to be honest, for some people, to be fair, it's a lot of money for some people in some context, but um, but yeah, if your mom is panicking about selling it, you probably told her to buy it. too much. or you gave her bad advice and she bought a dog with a hat, she waits a second, she waits a second.

Panic selling, but that's okay. Panic like selling when it's crashing. Okay, but they could, the question is ranting and they want to make a profit. Oh, I mean, well, that's it. I don't think there is anyone when CU. When you see it going up you think it's going to keep going up, but that's the thing, it's like it's crypto, it's very psychological, so if you like it, you know if you're if you can't sleep at night because you think you need to invest, then you can say you are under allocated if you can't sleep at night because because you are worried about how much it is going to fluctuate then you have invested too much and this is like you have to think about the target in crypto that you need well you have to keep your mind , you're wrong when you get to when you get emotional and so whatever allocation you need to structure your portfolio is simply structuring it in a way that makes you less emotional, that way you literally can't even think about it all the time and like it and luckily it likes it for me. like I have to sum it up like the only thing for me is that I feel a little funny but there's nothing I can do about it like I'm waiting you have to wait patiently for you to shower and get your ticket but uh but for my. like I sleep well like I don't think much about my portfolio I don't even check it that often because I'm happy with the allocation that I have uh and uh and that's yeah it's basically like that if your mom is thinking about panic selling then probably she's overexposed and you should probably reduce that so she doesn't feel that way and that will make her a better investor, basically, there's psychology first, psychology first, getting the right mindset that you need to be in. the investing game, you need to make sure your mom does it, they have a pep talk, like how you should invest, you need to talk about risk management, so you're going to do risks with Dan, let's do something. risk management 101 with crypto that's how you fight your urges to basically panic to call the hand um yeah basically for me basically um so my mom I basically give her crypto like I've seen her sometimes and I don't like to sell this for As far as you know, don't sell it for 5 years or whatever.

I have to zoom in, you know, when to zoom out if she's worried about this kind of thing, but I think she also knows that if I sell this, he's going to stop like he explicitly told me not to sell, so yeah, I think it's just Serendipity in a way. Serendipity in a way she's like, well that's cool, the gold of the Golden Hand, exactly, you know, let's talk about it, cool guys, this has been a really crazy Q&A, thanks again for coming on . I mean, we went through, I mean, no, we asked even fewer questions, but we covered a lot of ground in terms of a lot of interesting things and definitely, you know, hopefully you can come. through Divine, a better course with no rain, all the better circumstances again and we can do this again, um, and yeah, get your perspectives and all the crazy things that are coming up, um and Deep Dives and Alpha, uh, with Regarding our picks for popular altcoins, but um yeah, thanks again guys for coming, I hope you can get away without any good, I tell you unfortunately um, I'm going to be here for a while, all the flights were canceled, so yeah, stay, yeah, yeah, well, I mean, if it is maybe we can see if we can put our money in the currency boo how to look at it private jet private jet you know bull market Vibes cool guys have a great week and we'll talk soon Regards Greetings