Full transcript
0:00I think tokenization
0:02is like a freight train. It can't be
0:05stopped and eventually it's going to eat
0:07the entire financial system.
0:10>> We're entering the gold rush of crypto,
0:12the golden years. And how you got rich
0:14during the gold rush wasn't by being the
0:17guy in the trenches digging up the gold.
0:20do is by being the guy that owns the
0:22company that sells the shovels and the
0:24buckets, the pickaxes, all of the
0:26products that these gold miners need to
0:29go find that juicy nugget. Now, the same
0:32approach can be taken with this Robin
0:34Hood explosion. Now, Robin Hood chain
0:37has taken the limelight by storm,
0:39overshadowing a lot of exchanges and a
0:42lot of chains with its revenue. And
0:45there are some projects, a couple
0:46altcoin projects, three of them in
0:48particular, that are very, very cheap
0:50compared to their previous price action
0:53that have found a stride in a very
0:55important part of Robin Hood chain. What
0:58you're seeing on the timelines right now
1:00is Cash Cat and you're seeing ponds.
1:03You're seeing a lot of these Robin Hood
1:05chain projects that are absolutely going
1:07ballistic. Ponds hit $500 million market
1:10cap today. Okay, now this is the Robin
1:12Hood version of Pump Fund. Probably not
1:16a great sign for Pump Fund, seeing ponds
1:19perform the way that it has been, but
1:21this is how you make money in situations
1:23like this. Not necessarily by going in
1:25chasing the hottest meat, right? That
1:27could be a portion of the portfolio
1:29play, but the main thing is find the
1:31institutional connections that are
1:34already hooked into Robin Hood chain
1:36that make that revenue and pour it back
1:38into their own ecosystem as the all
1:41ships rise with this tide. Now, as I
1:43said, there's a lot of shock and all
1:45about what Pawns has just done, but
1:47there are some altcoins that have
1:49already been around for some time that
1:50have been integrated into Robin Hood for
1:52a few different reasons that are likely
1:54to really benefit from what we're seeing
1:56right now. Now, the first and foremost
1:58one that comes to my mind that could
2:01really have some outweigh gains from
2:03this involvement, I'm seeing Morpho
2:07connection into Robin Hood chain as an
2:09infrastructurally important part of
2:11Morpho's real expansion and I think that
2:14the amount of money that's already
2:15natively on Robin Hood chain, it's
2:18really going to find a moment where a
2:19hyperinterest in taking loans out
2:21against their assets is going to hit a
2:23crescendo as well. Now, Uniswap is
2:26another token that's integrated into
2:28this ecosystem in a very tangible manner
2:31being the main decentralized exchange
2:34location for Robin Hood chain. And
2:37Arbitum,
2:39Arbitum's making some noise. Arbitum
2:42actually has revenue share that's being
2:44experienced from this Robin Hood hype.
2:46It's pretty exciting to see the amount
2:49of capital that's already in the stock
2:51market. And Robin Hood's one of the
2:52biggest stock portfolio places that
2:56people have been playing with the S&P
2:57500 and main stocks for a very very long
2:59time. Seeing what we're having happen
3:02right now makes me feel very strong
3:05about Morpho Uniswap. I actually have a
3:09kind of an interest in Arbitum, too.
3:11Now, I only hold Morpho as of the time
3:14being. Arbitrum, I haven't really missed
3:17out on any. If Arbitum does glow up, I
3:19mean this project is beat down to all
3:21get out. So I am researching more if
3:23there's value capture mechanics that
3:24have changed on Arbitum before I make
3:27that decision. But I am seeing the
3:29canary in the coal mine that there is
3:31about to be an absolute boatload of
3:33money made by holding and positioning
3:36around this massive Robin Head chain
3:39blow up. So that's what I'm looking at
3:40right now. these three projects, Morpho,
3:43Uniswap, and Arbitum for a few different
3:45reasons obviously and the one that I
3:48feel the most convinced about right now
3:50is Morpho because it doesn't just rely
3:52on Robin Hood and that glow up. Arbitum
3:55being this beat down if there is any
3:58sort of macro turnaround to how the
4:00value capture works, how the interest
4:03flows, same thing for unis swap. I mean,
4:06unis swap is one of the biggest
4:07decentralized exchanges in crypto,
4:09right? It's been around for a very long
4:11time. It's got that footprint on this
4:14ecosystem. So, these are what I'm
4:16watching. And, you know, I'm going to be
4:18starting to play around with a little
4:19bit more. Maybe I'll put a little bit of
4:21dust or something into some of these
4:23memes just to see if they're There's a
4:25couple memes that I'm be interested in
4:26as well, but that's going to be like
4:280.05%
4:30of my portfolio that's going to be
4:32exposed to that. So, I think we're in
4:34for some pretty crazy times over the
4:36next few months. And uh I'll let you
4:38know how it goes with these picks. Bears
4:41sound intelligent constantly, but bulls
4:44are the ones that make money.