How I Would Invest $1,000 in Cryptocurrency in 2022? | CryptosRUs - YouTube

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they have done tremendously well in 2021
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and i think they're going to pick up
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some of that back in 2022
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but outside of those there's three other
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ones that i'm very very bullish on that
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i really believe
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as tremendous
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upside
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uh number one is
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[Music]
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all right welcome back everybody to
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altcoin daily my name is austin now on
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this channel we drop one video per day
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demystifying the cryptocurrency market
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that's why you subscribe
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and in today's video
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i wanted to switch things up and bring
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on a very special guest
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an analyst of this crypto market that i
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really respect he's been in crypto for a
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long time george of kryptos rs thank you
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for joining me
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hey thanks for having me
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absolutely man what's new with you
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oh you know just making more videos
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every day
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just like
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just like you guys uh hang in there
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making people
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uh stay focused making them you know
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stay hopeful and in the game and
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hopefully we can
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all prosper together
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i love it and that's actually one of the
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things i really respect about your
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channel rain or shine bullish or bearish
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you like us you're making videos to
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share in the news and perspective so
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let's jump right in
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what is the state in your mind of crypto
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in 2022 i know you're bullish long term
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this year what are your thoughts
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you know this year unfortunately we're
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starting out a year with some
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uncertainty and i'm talking about
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uh you know fed and what they're going
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to do with interest rates whether or not
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to go hike it
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faster than expected and how many times
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and and all this talk about reducing our
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balance sheet tapering there's a lot of
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economic stuff going on to try to battle
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against inflation right because we know
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inflation is real
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and now the fed is you know trying to do
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something about it and unfortunately
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because of that
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we have market volatility right now the
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traders
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of wall street to me they're being very
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reactive right now and
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and uh they're doing
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things that that is
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is uh is
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is affecting a market in a negative way
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you know the the dow the nasdaq
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especially has been selling off tech has
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been selling off and unfortunately
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bitcoin and crypto
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is now associated with that tech sector
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and there is a lot of correlations
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whenever nasdaq and tax sells off
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bitcoin and crypto also sells off
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but what i think is wrong about that
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thought process is
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bitcoin we know
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yes it's it's a technology you know
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introduced blockchain and and crypto has
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introduced a lot of new innovations but
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they're not like stocks and it's very
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early
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and if you just pay attention to
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what's going on with web 3.0 it's very
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similar
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to web 1.0 when things
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were
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uh
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were just as confusing then i saw
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something recently about how when the
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internet was introduced you know most
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people just didn't get it and you try to
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explain how one day there could be
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billions and billions of dollars of
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e-commerce running
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uh within the internet and what people
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could do with it what how it could
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transform their lives and
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and that's from all aspects from banking
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to buying tickets or to ordering uber
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which
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of course didn't even exist back then
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and of course email and everything else
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people just didn't get it but people
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that did get it well they've prospered
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right and i feel like right now with web
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3.0 that's what's happening
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and
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you know a lot of people just don't get
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it they don't understand what's going on
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but the people that do i think you know
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the people that are in the game and they
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really understand what's coming well
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they're going to prosper just like
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people did back 20 30 years ago
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and just so our audience can get to know
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you a little bit more what is your
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general investors thesis when you take
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out positions in the crypto market
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bullish or bearish doesn't matter i'm
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just looking at the overall thought
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process you go into
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my general thesis is looking at the
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projects that have a lot of traction and
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more importantly
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uh traction within the web 3.0 realm and
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and that's a broad statement i mean like
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what is web 3.0 i see it as just
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decentralization
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of pretty much everything
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that we use today
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and that could be from a banking
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perspective right payments perspective
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um also a lot of things that we take for
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granted you know like a marketplace
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or um or ordering process or a report
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invoice whatever it may be
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right there's a lot of things that can
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be decentralized
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and i'm looking at projects that really
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support these new age web 3.0 projects
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and i'm referring to the l1s the network
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protocols out there and that's my main
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concentration right now my main thesis
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is looking at
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these projects that are really the
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foundation the operating system for
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these new web 3.0 dapps
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and i think they're all going to be
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growing massively in 2022
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and it's important to understand that
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you and me and as well you know were not
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traders i believe were investors meaning
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it's a long-term mindset you know they
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call it huddle for a reason
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so just let's just jump right in to a
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big question that i get a lot and i'm
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never going to give financial advice to
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you know somebody else i just talk about
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my personal uh strategy so for today's
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video this is just about you what you
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are personally doing
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but the question i get is
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you know if you were starting over with
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a clean portfolio how would you invest 1
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000
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in cryptocurrency in 2022
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that's a good question and i i thought
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about it a little bit
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you know before i would always advise
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anyone new
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to follow what i call the 50 25 25 rule
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which is
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50 in bitcoin because i believe bitcoin
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will continue
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growing and it's the hardest asset that
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we have and it's a store value and a
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hedge against inflation so i've always
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advocated 50 of bitcoin and then 25 in
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big caps which is any crypto project
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above 10 billion dollars in market cap
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and then 25 and anything else small cap
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mid cap small cast micro caps right
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but these days i've been looking at
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more of the l1 network protocols
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um
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and you know part of the strategy for 50
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20 by 25 is you're getting the growth
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from the smaller mid caps and the big
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caps but why you want to have such a big
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amount in bitcoin is for that stability
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and growth the growth may be slower but
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you have that stability so when the
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market is not doing so well we're
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consolidating or we have dips and
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corrections bitcoin usually goes down
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the least versus everything else that's
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a big strategy
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that has worked very well over the last
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four years
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except
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except 2021 kind of changed
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because of the growing ecosystem
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especially with d5 decentralized finance
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and and all the people that are staking
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their their coins into d5 projects a lot
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of these l ones held extremely well
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during 2021 even during corrections
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in fact you could argue that they held
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even better at least some of them than
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even bitcoin and they have certainly
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grown faster in 2021 too
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so my 50 25 25 i feel i still think
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that's a really good baseline if people
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just don't really know anything and they
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want to
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build up their portfolio i think that's
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still a good uh allocation for every
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kind of sector but
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these days i think it's okay to decrease
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the bitcoin portion and increase
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the big cap portion
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and that's because of the l ones and
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network protocols the operating systems
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that i've talked about they are growing
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by leaps and bounds they're the
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foundation for web 3.0 and i think it's
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okay to bump that up so it could be
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something like 25 of bitcoin
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50
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in uh big caps and then 25 and
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everything else so kind of the reversal
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of bitcoin and big caps
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so i think that could also serve people
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well and i've been me myself i've been
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trying to get more towards that
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that allocation as well
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and for the audience at home i think you
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also have to ask yourself is what is
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your risk tolerance
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you know if you have a low risk
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tolerance then you're going to want more
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bitcoin and ethereum if you if you you
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know can
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uh
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invest
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you know if you have a high risk
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tolerance then you can go more into
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those mid and low caps it's all about
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the individual
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but george i love that perspective and
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to me what i heard is
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if you have a thousand dollars 250
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25 in bitcoin 500 in the high cap player
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ones and then the other 250 in those mid
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or lower caps
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yes that that is the the break up
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now i didn't go into specifics in terms
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of the big cap i think a lot of people
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will be curious to hear about that but
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the big caps
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there there's plenty of great projects
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you mentioned about ethereum i
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definitely think that everyone should
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hold some ethereum it is the big dog
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when it comes to l1s and smart contracts
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and and d5
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others are eating away at it but
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the the the difference uh between market
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cap and traction is still vast
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but uh in addition to ethereum there's
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many other great place i like finance
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coin i think they're still open to do
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well cardano which many have given up on
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i still think they're going to do great
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things especially in 2022 as they build
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up their default ecosystem
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solana is a great candidate they have
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done tremendously well in 2021 and i
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think they're going to pick up some of
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that back in 2022
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but outside of those there's three other
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ones that i'm very very bullish on that
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i really believe
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as tremendous
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upside
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number one is tara which
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is huge in d5 they are absolutely
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growing by leaps and bounds in d5
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because of their stable coin the terra
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ust
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and it has done very very well so i'm
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very bullish on them and what they have
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in terms of their coin burning and how
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that's associated with the terra ust but
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also avalanche and polygon i'm very
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bullish on both of these i think
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avalanche is growing also by leaps and
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bounds because of their d5 offering and
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they're into nfts and polygon
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because of their their efforts to scale
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they made some big purchases for
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projects that are involved with zk roll
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ups which is a new kind of
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not new but it's a kind of scaling
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technology that the ethereum themselves
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are very interested in and vitalik
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himself has said
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once ethernet 2.0 comes out the next
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concentration will be scaling and
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they're looking specifically at zk roll
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up so i i like polygon from that
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perspective
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and many of the metrics about polygon
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are fantastic they even
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surpass ethereum themselves which is
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quite amazing so
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in terms of big caps there's just a lot
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of good projects out there
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so it's really up to the user or the
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people watching in terms of
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doing some research looking into some of
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these big caps
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and determining which ones they like the
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most but i think overall if you have
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your portfolio about 50
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like that 500 out of 1000 into big caps
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it's going to serve people well
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i love it so polygon terra avalanche and
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the other cardano the ones you mentioned
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those would be the 500
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in the high caps right you got 250 left
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yeah a little bit more fun
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yes uh these days
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i'm a little bit more conservative with
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the remaining amount because previously
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um past years i would look at like the
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micro caps and small caps because i feel
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like they have tremendous growth
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potential
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and i don't think there's anything wrong
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with that but i'm more conservative with
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the smaller and micro caps i'm more into
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a lot of the the mid caps things that
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haven't broken into the 10
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billion mark
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and a lot of them are
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l ones again network protocols because i
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just see so much going on within these
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network protocols
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um
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you know and the growing ecosystem so i
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think they're
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they're going through very well
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so outside the big caps there's a lot of
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l ones that are doing splendid for
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example uh phantom phantom is up and
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coming they're growing their d5
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ecosystem is very vast too and then you
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have guys like uh cosmos v chain
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mechanics someone that i supported for a
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very long time i'm finally glad to see
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that they're taking d5 seriously because
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they've always been a b2b company
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catering to supply chain companies
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because that's what they're really all
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about but finally they realized that
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d5
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is definitely uh a thing so they came
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out their own stablecoin and they're
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growing their their their dexes right
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now so i'm very glad to see that
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um and another one is harmony harmony is
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smaller than these other guys but
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uh they're growing by leaps and bounds
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and right now they have one very popular
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game d5 kingdoms that's really carrying
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them and that game is really just a
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built-in dex
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and uh and they built a game around it
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and that game is exploding and it's go
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let's go um
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they go open up like a new realm on
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avalanche too so i think that's going to
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help not only harmony d5 kingdoms but
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also go help avalanche so in terms of 25
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percent i'm still concentrating a lot on
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the l ones and i just named just a few
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but there's many others that people are
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very
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enthusiastic about and i think you
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really can't go wrong with them but
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outside of l ones there are a lot of
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other plays too like
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you know meta verses people are very
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excited about metaverse is like sandbox
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and decentraland
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right there's a lot of metaverse plays
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out there and just today microsoft
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announced that they're gonna buy
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activision blizzard
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for like 69 billion dollars
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and if you read them between the lines
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the reason for that is because they want
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to beef up
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their metaverse offering so they're
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really trying to prepare for metaverse
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and utilize their workshops right now to
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kind of
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uh broaden their horizons and get the
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technology and get the right people to
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kind of help them with that so
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metaverses are also i think will be a
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big thing for 2022.
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i definitely understand your mindset and
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bullishness on l ones i think kathy wood
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even said and love her hater she has a
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great mind in the institutional mindset
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of what institutions are thinking she
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made the comparison
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in the internet days early internet days
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you couldn't invest in the underlying
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protocols the people that made money
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were what was built on top of those
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protocols today you can and all these
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l1s right now are competing to see
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what's the right amount what's the right
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consensus mechanism what's the right
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um
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uh economics or whatever to to have the
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developers come to them so i echo your
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statement in the bullishness of l ones
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besides
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besides decentraland besides sandbox is
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there a metaverse coin that you're
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looking at you think has merit
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you know what the the one that's come to
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my attention and they're very very early
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is uh pavia which is on top of cardano
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there's a lot of talk about pavia right
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now because they're basically
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trying to become the central land of
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cardano
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and
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you know they've said something before
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that's really interesting that i haven't
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heard anyone else talk about and that is
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they bought a piece of land into central
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land because they plan on building a
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portal there so that if you have an
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avatar inside the central lab you can
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walk through a portal and get your
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avatar transported into pavia i mean
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just thinking about that is crazy it's
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it's brilliant
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whether or not they could do it i don't
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know but if they can
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that would be amazing
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george such great perspective for the
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audience at home i encourage you to find
[1030]
the link down below in the video
[1031]
description check george out subscribe
[1034]
to the channel if you don't already and
[1036]
like the video if you got value
[1038]
but george
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final thoughts for the altcoin daily
[1041]
audience
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final thoughts um
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you know it's basically what i've been
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stressing recently on my channel
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right now there's volatility like i said
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i think we're starting out the new year
[1054]
with some uncertainty with the fed and
[1056]
they're they're the upcoming decision
[1058]
and a lot of people are trying to guess
[1060]
what's going on
[1062]
uh or what will be going on
[1064]
but the main thing is what i do is look
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at the fundamentals and
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the metrics and pay attention to
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why this is all happening right now it's
[1076]
because of inflation right there's too
[1078]
much there was too much printing now we
[1081]
have inflation issue and the fed is
[1083]
trying to curb it like they should
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but what is the one thing that people
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can buy that hedges against inflation
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right now
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i can't think of anything outside of
[1092]
bitcoin
[1093]
gold has not hedged against inflation
[1095]
and in fact you'd argue it's a worse
[1098]
hedge
[1099]
um for the last 10 years because it has
[1102]
not moved in 10 years or 12 years i
[1103]
should say you look at bonds
[1106]
you're getting 1.7 that that's lower
[1109]
than inflation rate so that's not a good
[1111]
hedge you buy the s p or you buy stocks
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well if everyone's selling off it's not
[1116]
going to be good i guess that hedge
[1117]
against inflation so what else is there
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right it's bitcoin so i i like to keep
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people focused on that is right now
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there's really no better buy than
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bitcoin if you're looking to hedge
[1128]
against inflation and these guys are
[1131]
panicking from wall street i think
[1132]
they're going to realize that sooner or
[1133]
later that
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hey
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you know once they've sold off what can
[1138]
we buy what can we buy that's actually
[1140]
safe
[1142]
and i think they'll turn back to bitcoin
[1144]
when they realize that
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i like it great perspective
[1148]
thanks george thank you
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[Music]