Tesla=FTT? FTX Crypto Recovery? ALGO STX SOL + Buy or Rent + Meta Thesis

#Tesla #Meta #Algorand #Crypto #Stacks #Algorand #SolanaFuture #buyvsrent
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00:00 Introduction
00:57 Where to Ask Questions
01:06 I’m thinking of buying a large number of Tesla shares for my pension but after reading a few Lyn Alden’s tweets on Tuesday, where she’s comparing the FTT chart with TESLA, I’m a little concerned - thoughts?
01:35 Lyn on Tesla FTT Chart
02:10 Lyn on Tesla
02:29 My Tesla Purchases
03:12 Humans Struggle to Understand Exponentiality
04:12 4 S Curves Colliding at the Same Time
05:13 Elon Genius is reason I am Over 80% Tesla
07:13 Optimus - Tesla Bot
08:37 What do you think of Stacks:STX (a blockchain that enables smart contracts on Bitcoin using PoX)? Does it have potential?
08:54 What is Stacks?
09:34 Different type of Layer 2
10:11 How It Works
11:39 Token Distribution
12:07 Token Emissions
12:41 Token Inflation last 12 Mths 7.2%
13:08 When considering your recent META position, how do you account for stock buybacks historically supporting/inflating the previous stock price in your investment thesis?
13:29 My Investment Thesis was Simple
14:00 Meta Summary
14:24 Most Used Social Platforms 2022
15:04 META Rev & Earnings
15:35 Avg Time on Each App
16:28 Meta Buybacks
17:30 I’m renting a pad where it would cost me ~175-200% current monthly to buy. Is it worth purchasing in a smaller city where rental increases are capped at 7%? Alternatively I could put that difference into other hard assets, ie BTC, Tesla. I know you recommend 3 legged stool–I only have two.
18:00 First, I do not have full info
18:40 Buying vs Renting Math
19:42 Rent Goes up by 7%, RE goes up 8%
21:08 Timing Is Everything in Real Estate
21:33 The Real Lesson of Real Estate
21:52 You mentioned Algorand is trying to do too many things. I see Solana doing the same thing (SPay, Saga, etc). What do you think sets Sol apart from Algo in multi-tasking and does Algo have the capacity to do the same?
22:27 Algorand Use Cases
23:08 Per Messari - Large Holder Supply Held
23:35 ALGO DAU
23:44 ALGO DAU Flatlined Last 12 Mths
23:59 Numerous Patents
24:10 Cardano & Algorand Interblockchain Connectivity
24:31 Charles Not a Fan of Patents
24:44 “But if you Patent you are not a Blockchain” CH
25:08 ALGO Inflation Sept 2021 = 19.42%
25:15 Inflation last 365 Days - 16%
25:25 Algorand Nakamoto Coefficient
25:48 Users Will Sniff Out Fast, Cheap and Clean Chains
26:21 In the spirit of security, you mentioned not having all eggs in one basket. Is there a way to use a Trezor to have multiple addresses rather than multiple devices, and stay safe?
26:39 This does NOT hold your crypto
27:52 How Seeds Work
28:52 Seed Best Practice
30:05 Do you believe negative birth rates will be a concern or an oppty for us to change the system/balance out population decline through innovation and utilize technology to support and taking over jobs people can’t/don’t want to do (robots/AI)?
31:01 Population Pyramid
32:14 World Birth Rate Decline
34:46 Now that SBF is not the big holder of SOL, I wonder if, in the long run, SOL will be stronger. Do you think after all this SOL can rebuild its reputation, continue building and reach all time highs?
35:45 Solana Blockchain Status sans Alameda
36:33 Solana was always my ETH Hedge
38:46 Solana Summary
39:48 Both my wife and my father, neither of whom generally follow crypto, heard about the FTX debacle through mainstream media. How long do you think it will take for crypto’s image to recover?
40:09 SBF was the Face of Crypto
41:27 Major Sponsorships
41:49 FTX is Everywhere
41:58 Endorsed by the Biggest Names
42:40 We’ll Feel This For Some Time
42:53 In case of bank failures what is the likelihood of FDIC insurance being able to “save” our deposits? Won’t the untold oodles of derivatives empty the insurance pot first?
43:08 FTX Disclosures
44:18 How does FDIC work?
44:45 Case Study: Icelandic Financial Crisis
45:39 Do the Math
47:08 Helping Animals

[algoleakz]

Algorand hacked ...?! and your source is "Trust me bro" kind of ... Algorand has never been hacked ! and one of the first post quantum proof BC.

[charlesmiller]

Are you kidding F’n kidding me… you seriously took a random Twitter post of someone with 129 followers with an account from 3/2022 and posted it in your video. Sad how far you’ll go to pump SOL. Did you even try cross checking post. Lost some respect for you that you’d even include that in your video.

[algoleakz]

How can we be so misinformed about a technology & its ecosystem and still giving bad information ... Definitely not trustworthy source of information.
Please do your DD before talking about a technology.
And Silvio is not just a "cool guy", without him, even bitcoin would not exists. Every blockchain use his inventions.

[blueviserion]

"A playful child but a genius"
Oh where have we heard such descriptions before? Oh yeah, Sam Bankman Fried.

[stonecutter]

Silvio algo. MIT. Caroline. Alameda research MIT . Sbf. MIT Gary gensler MIT Caroline's Dad and Gary gensler old boss MIT . Head of economics and cryptography. Of MIT satoshi nakamoto. My money is on MIT MIT MIT.

[skyealisha]

Sol may be slowly dying. I fell for the hodl scam. If i had sold last december when things went south i would have got 174 per sol.

[nicorome]

why are you quoting some random Twitter user about Algorand's Nakamoto coefficient saying it has been hacked? Dam I can't trust your information anymore.... Pushing FTX, Solana etc smh have some respect for the Godfather of modern cryptography Silvio Macali who was actually cited in bitcoin's white paper.

[jamesstever]

James, I love your analysis and I watch you religiously but please address the 800-pound gorilla in the room. Tesla is tanking because investors are beginning to realize that no matter how good the car is, how good Tesla AI is, or what its price performance is it's meaningless if you can't charge your EV. This past summer California was already experiencing problems with the power grid and was asking its citizens not to charge their EVs. Now I don't know what it's like in California, how many charging stations they have, but the number of charging stations that exist in the rest of the country is very minimal. And regardless of the number of charging stations you have, if you don't have the power grid to support those charging stations it's irrelevant. That is the 800-pound gorilla.
We also have a president that as recently as two days ago clearly stated he was going to close all coal-fired energy plants. He also stated he was going to eliminate all drilling for fossil fuel. Where is the energy for the electrical grid supposed to come from. Did you know that approximately 60 to 70% of our power plants are currently fired by fossil fuels? Do you think our president knows that little factoid. I'm sure his handlers do. President Biden is just too cognitively impaired to know better.
Investors have also begun to realize that the required 1000 tons of raw materials that need to be processed to achieve the rare earths necessary for just one EV battery is literally five years away from coming from a domestic friendly source. Currently most of your rare earths come from China and South Africa not exactly friendly sources to the free world.
Investors also see that a primary source of tesla's revenue will be drying up if the Republicans gain power in the election tomorrow. The scam of carbon credits will probably go away in the coming years. This is a huge revenue stream for Tesla. And I suspect that the number of affluent individuals willing to spend 50 to $90, 000 for a car that can't drive across their own state in a reasonable amount of time, will dry up sooner than we think.
I think Tesla is a good company. I just think investors have gotten a little ahead of themselves, a Kathy Woods moment. We are probably 15 to 20 years away from being able to convert to an EV run transportation system and that is only if we start making major improvements to our existing power grid now. We obviously don't have an administration and regulators, or any politicians for that matter, that understand any of this. They should all go ask for a refund from their respective universities.
James, I would love to discuss this further with you.

[KevinLCrawford]

You might want to do proper research before spreading fud about a chain. Algorand has *never* been hacked. A poorly developed dapp got hit with a withdrawal attack for a few thousand dollars but the Blockchain was fine. Nothing like Solana constantly halting die to attacks and nothing compared to their bridge being hacked for millions.

I like most of your content but this was pretty poorly researched

[stepanstieber]

James, many people are getting rekt in the last months and days. I like your emphasis on quality, which is Bitcoin. Howerer Celsius, where you have played instrumental role in their propaganda including horrendous interview with Maschinski fews days before collapse, and your affiliate relationship there, is a very sad example of influencing. Solana is also very sketchy. Maybe you have drawn a learning from this and you have apologized ... if yes, then I missed it ... good and you will be more responsible going forward, eventhough your reputation was damaged. If not, that would be quiet alarming.

[dominikskorjanc]

When someone tells that the company is going to infinity ... you start to wonder

[award]

It amazes me how you are able to shake off and push through the infuriating aspects of these markets, yet get completely overwhelmed by the mistreatment of animals. Love you brother. Keep up the great work.

[phillipsfishing]

Like listening, but I wish you would have warned us about Sol and how low it could go.

[dongeorge]

Thankfully, I got BTC and ETH off of FTX and onto Trezor in August. SOL was still on FTX. Logged into FTX on Thursday morning and could have moved it then, but decided to take care of it, once my day job work was done. Later that afternoon, the FTX site was down for a few minutes. When it came back up the message about withdrawals being frozen was there. Had I been 30 minutes earlier, I would have been ok. Hard lesson learned. That said, SOL was less than 1% of my overall 3 legged stool. 👊

[robp]

How is Solana decentralized when the chain can be shut off and turned back on...that sounds like centralized chain to me.

[i_am_thebatman]

Lost about 130 Solana on FTX right after I had reached my goal of 300 . Time to start building it back up again. At least the price is still pretty low

[codfuel]

Your urgent help is needed. I transferred 31 Eth from Coinbase to my Trezor and I never received it. I am familiar with using it and I transferred it correctly. Do ai have any recourse? Coinbase is not helping

[citizengab]

I don’t think you necessarily have bad intentions however I have to say you are very poor judge of character & leaders. I’ve watched a number of your videos and you’ve put SBF in a pedestal all this time, and Solana as the best L1 in the space. From what we know today Solana has been propped up artificially by Alameda & FTX and the math doesn’t add up. I hold $Sol too but I am realistic and have no illusions about it because it is essentially a VC pumped coin that has mostly done well because of its FTX connection and it is not nearly as decentralised as Cardano, yet you refuse to acknowledge this. Please tell me how many times has the Cardano chain been down, who has the best staking protocol and why you seem to hate Charles so much?

[Quiet-One-]

Thanks for the content it was a horrible painful week for most of us. The only think I don’t like about Trezor is I cannot store my SOL on it

[Josh-pnqb]

Solana is the most decentralized coin after Bitcoin? Didn’t the devs just unlock their coins while pushing out staking access for retail investors?