Mindset Lags price
2016 bull begins
2017 euphoria
2018 Crash, Central bank reduces balance sheet
2019 bull begins
2020 Euphoria; Central Bank doubles size of balance sheet
2021 peak and crash
2022 crash transitions to the “Boring Low”
What I cover:
00:30 Boring low, Eurphoric high, crash, back to boring low
01:00 Don't listen to guys who draw lines on charts
01:40 Mindset lags price
05:30 History since 2014
07:30 Where are we now
10:00 When Boring Low started
10:50 Stay calm
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
I forgot to mention Binance!
Binance is huge, but not decentralized.
I only invest in decentralized platforms.
Also forgot to mention Cardano.
Cardano has no applications and doesn't really work yet.
Forgot to mention!
00:15 Ethereum
01:15 Etherum Layer 2 - Optimism, Arbitrum, Immutable
05:20 Avalanche and Solana
09:20 Near
10:06 Polygon
11:40 Cosmos
12:50 Pokadot
13:55 Pulsechain
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Let's talk about your crypto portfolio.
Over the next 6 - 12 months I want to start transitioning my porfolio.
In this episode, I go through my exact strategy.
What I cover:
00:00 Intro
01:14 What I like
11:02 Locking the tokens up
16:48 Final thoughts
18:43 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Japanese Bond is pegged to .25% interest rate because the Japanese economy can not afford the interest payments on their giant debt if rates go much higher.
So they are printing yen to buy up the bonds.
It's like LUNA printing Luna to defend the UST peg.
If this breaks, its not $60 billion like Luna/UST.
Its more like 6 TRILLION!
What I cover:
00:00 Intro
00:38 Explanation of Japanese bonds
03:29 Why Japanese bonds exist
06:50 Should you be scared?
11:00 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Three mistakes I'm hearing from people regarding with dealing with this bear market:
You want to accumulate eth over the next several months
Thinking it's not going to go up soon
Waiting until it hits a certain price
What I cover:
00:00 Intro
00:10 Mistake 1
01:27 Mistake 2
02:45 Mistake 3
07:31 Think long term
08:30 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Can't print with high inflation
Bonds require printing
Base layer losing money
-pensions
-no where to hide
-real estate mortgage rates
ETH is quality and deflationary
go to quality
What I cover:
00:00 Intro
00:27 Problem with inflation
04:52 Have your money in safe places
08:52 Real estate
10:40 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Asking why a token or the market dropped or rose on one day is the wrong question.
Overall market long term market direction is caused by the central bank putting in or taking out liquidity. (printing money or not)
The correct question is whether the ecosystem and value given to users of your investment will be much larger in 3-5 years. If it will be, then its a good investment. And its best to buy when people are not eurphoric and after big drops.
The reason for those drops therefore is sort of irrelevant.
What I cover:
00:00 Intro
01:20 Why is Frax down
05:40 The right questions to ask
09:27 Final thoughts & outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Some people say tokenomics is the most important thing in a crypto project. Others say it's a waste of time and all that matters is the product fit of the protocol.
In this episode I give you my opinion on it.
What I cover:
00:00 Intro
00:19 What is tokenomics
01:23 Tokenomics is like marketing
03:49 Is this stupid?
05:53 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Frax Collateral is a bit of a rabbit hole.
In this episode I cover what I like and don't like about Frax.
Frax collateral today
https://app.frax.finance/amos
Curve 950 million (measures USDC that can be withdrawn)
Liquidity DEX's $300 million
($76 million is fantom curve and $50 million Frax in Tokemak https://www.tokemak.xyz/)
Investor 33 million (CVX and FPI Frax pool)
Lending 24 million Frax
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Luna collateral backing UST market cap
(I originally made a video recommending LUNA at $7 in August not October)
Oct 2021
2.5 billion UST
Luna 15 billion
Collateral 6x UST
10 months later
March 2022
UST 13 Billion
Luna 33 Billion
collateral 2.5X UST
Peak May 2022
UST 18 Billion
LUNA 30 Billion
Collateral 1.5x UST
About the Collateral
This collateral is Luna after going up 10x+ in six months.
Payment apps didn't work and Kwon didn't care
Validator value is UST and one app - Anchor over paying.
_________________
Oct 2021
450 million Frax
Collateral 350 million of other tokens
USDC redeemed 85%
collateral 77% of Frax
10 months later
March 2022
Frax 3 Billion
Collateral 2.5 billion of other tokens
collateral 83% of Frax
USDC redeemed 85%
Peak May 2022
UST 2.6 Billion
Collateral 2.6 billion of other tokens?
collateral 100% of Frax
USDC redeemed 90% jumped during crash
About the collateral
ie. Curve and Uniswap
All on chain
USDC redeemed
Never lost its peg on chain
Not all perfectly are safe, but they are everywhere.
What I cover:
00:00 Intro
02:01 Luna
05:12 FRAX
10:17 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
I changed my mind of FEI. With a stable coin, why have risk? There is no upside potential.
https://app.fei.money/
https://www.voltprotocol.io/
What I cover:
00:00 Intro
00:29 My concern
04:09 Volt
06:45 What to do when changing my mind
07:56 Final thoughts & outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
You can earn yield on your Eth by staking it.
Yield will go up when merge launches to roughly 4% - 8%.
In this episode I cover how you do it.
In this video from April, I said ETH 2.0 might launch in Sept.
https://www.youtube.com/watch?v=vyKdTzUgXK4
More ETH vs BTC videos
https://www.youtube.com/playlist?list=PLUThw5hf_V4Ar_NUcP7GkKGiNSdzEwDwK
What I cover:
00:00 Intro
01:30 Lido staking application
03:37 Should be safe but I'm not going all in on it
04:33 20-25% is a rough number I'm going to stake
06:46 Security of outsourcing staking
10:33 Final thoughts and outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Podcast: https://open.spotify.com/show/3yoMRmyZyAKpGvKk97xiGX
Twitter: https://twitter.com/davelevine0com
What is going on with Yearn Finance. The price action has been exciting.
In this epidose, I update you on my current opinions.
Links I cover:
https://yearn.finance/#/vaults
https://medium.com/iearn/yearnv3-motivation-and-design-107840cb4844
https://www.yfistats.com/financials/IncomeStatement.html
https://gov.yearn.finance/t/yip-66-streamlining-contributor-compensation/12247
https://fixedforex.live/
https://twitter.com/bantg
What I cover:
00:00 Intro
00:40 What is Yearn?
06:02 Financials
13:30 The team
15:48 Is it a good time to sell now?
16:16 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
We live in a multichain world!
Let’s figure out which layer one smart contract Blockchain crypto tokens will be the winners in the next bull run.
We need to research the fundamentals. Which Blockchains will have the most users, total value locked, applications, users, developers, etc.
Share links to statistics in the comments below if you can find them.
What I cover:
00:00 Intro
01:02 My idea
02:36 Type of data we want to see
06:02 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
How does this crash compare to others. I have lived through 7 bubbles so I have some experience on this.
What I cover:
00:00 Intro
00:48 Is this normal
04:30 Nothing is alike
06:04 Time to accumulate
12:24 Final thoughts & outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Olympus DAO moral dillemma.
https://app.olympusdao.finance/
My video about apy rebasing
https://www.youtube.com/watch?v=kV5rnWcL2S8
What I cover:
00:00 Intro
00:29 How OHM works
05:49 Why is it interesting
11:14 I'm not sure it's for me
13:09 Final thoughts and outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
I'm getting pushback on my idea that now is a good time to start dollar cost averaging into quality crypto investments.
In this episode I cover why this is historically a good move.
6 months into the bear already
ETH 60%
Avalanche -81%
Compound -93%
Maker -80%
Axie Infinity -88%
Solana -81%
Uniswap -88%
What I cover:
00:00 Intro
01:12 It's not about picking the low
02:28 Having a discipline to get in over time
05:29 There are so many unknowns
07:19 The central bank and institutional money
09:13 Try not to be stupid
11:28 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Warren Bufferr and Charlie Munger are anti crypto but they are some of the greatest investors of all time, so I study them and that is where I derive a lot of my philosophies that have treated me well.
In this episode, I share some of those lessons.
What I cover:
00:00 Intro
00:53 See who is swimming naked when the tide goes out
01:25 Its not a good year if you don't get rid of a best idea
02:28 Warren's investments often performed poorly at first
03:27 Punch card and bet big with conviction.
06:22 Be greedy when others are fearful and fearful when others are greedy
08:52 Just don't be stupid
10:06 Spend each day trying to be wiser than when you woke up
11:02 Use multiple mental models to think deeply
12:42 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Timing the market is like clubbing in Hollywood.
In this episode, I reveal what I mean.
What I cover:
00:00 Intro
00:45 How I get into the coolest clubs
01:52 When to get out of the club
03:13 Everyone wants time things exactly right
05:30 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
One of the keys to my success has been following the 80/20 rule, which is the theory of within any system there is 20% that controls 80%.
If you know what the 20% is and you watch that then you can cut out the noise with the 80/20 rule.
What I cover:
00:00 Intro
01:19 Baseball story
03:50 Cutting out the noise
05:08 Final thoughts & outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
BTC is ok and may win during bear market but here is why I am not going hard when it comes to buying it.
Playlist I mentioned:
https://www.youtube.com/playlist?list=PLUThw5hf_V4Ar_NUcP7GkKGiNSdzEwDwK
What I cover:
00:00 Intro
01:42 What I don't like about BTC
03:33 What bothers me about not buying
05:18 Eth 2.0 vs BTC
10:40 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Volatility is here to stay.
There were some theories that over the years crypto's volitility will decrease, but what we are seeing is an increase in volatility in the rest of the markets.
What I cover:
00:00 Intro
01:23 A scenario to be ready for
02:49 Be nimble and know your numbers
04:49 Volitility isn't going away
05:53 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Don't panic about stable coin regulations.
No bills have been written yet, let alone passed!
What I cover:
00:00 Intro
00:54 There is no bill written
03:49 Stable coins are a great place to be
04:54 Regulation might be coming
06:29 I don't want to over react
07:28 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
The stress of a bear market teaches us a lot.
"We see who is swimming naked when the tide goes out" - Warren Buffet
I want to be invested long term in durable assets that I can hold long term. I want projects to be tested before I bet big on it and the bear market is a great way to provide that test.
You don't know what you don't know and the bear market reveals a lot.
What I cover:
00:00 Intro
01:09 What I have learnt in the crash
09:02 Stable coins going to zero quickly
13:09 Dollar cost average buying
14:49 L1s volume drying up
16:42 Uniswap stable volume
17:43 Curve wars
20:22 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
How to gain knowledge in todays world with so much noise, information and misinformation?
How do you filter it and learn what is actually going on?
This is the number one most important thing to get right and I have figured out how to do it on twitter.
Be very selective in who you follow and only listen to them.
Otherwise, ignore all news!
In this episode I cover my process.
Suggested follows:
@JeffBezos
@elonmusk
@VitalikButerin
@RuneKek
@DavidSacks
@rleshner
@biancoresearch
@friedberg
@chamath
@CaitlinLong_
@CryptoHayes
@Arthur_0x
@twobitidiot
@typesfast
@hosseeb
@el33th4xor
@balajis
@cobie
@KyleSamani
@bgurley
@AriDavidPaul
@samkazemian
@FEhrsam
@CathieDWood
@patrickc
@collins_belton
@cdixon
@cburniske
@hasufl
What I cover:
00:00 Intro
01:02 What to do
02:26 Who to follow
17:42 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
I have new advice for beginners who are waiting for a time to get in.
People want to know when the price is down so they can buy in... Well here we are!
In this episode I cover my recommended approach.
What I cover:
00:00 Intro
00:29 Overview of my strategy
02:49 It's not hard
05:25 How much to invest
06:58 Dollar cost averaging
11:11 Storage
12:11 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
If you're leaving your crypto in a centralized exchange, you should consider moving your coins to your own wallet.
In this episode, I talk about why I think it's important and why now is the time
What I cover:
00:00 Intro
00:44 It's not that hard
01:27 You don't own coins in your CEX accounts
04:22 Metamask wallet
05:42 How it works
09:25 Take responsibility
11:55 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
The market cycle: Parabolic move up, crash down and the boring low.
Each low is usually of magnitude higher than the last and each peak an order of magnitude higher than the last.
In this episode, I cover where we are in the cycle and what to expect.
What I cover:
00:00 Intro
01:07 How do you know where you are in the cycle
04:15 Entering into the boring low
06:51 What happens to quality projects
09:10 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Which are the safest stable coins?
In this episode, I cover my thoughts and show you my game plan.
Links I cover:
Dai Collateral
https://makerburn.com/?s=03#/rundown
https://www.coinbase.com/usdc
Frax.Finance
https://docs.frax.finance/frax-price-index/cpi-peg-and-inflation-hedge
https://stats.reflexer.finance/
https://app.fei.money/analytics
https://medium.com/@kirkhutchison/volt-and-the-cpi-23ae7d571097
What I cover:
00:00 Intro
01:02 Dai
03:25 USDC
05:29 Frax
08:46 FPI
10:04 RAI
11:43 FEI
15:02 Final thoughts and Genmini
18:22 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
In March I began publicly talking about The Graph (video below).
In this episode, I show you my research process and decision making process when it comes to making crypto investments through the lense of my analysis of The Graph (GRT).
I talked about The Graph in March
https://youtu.be/5vJYqSueAxk?t=497
Other links I cover:
https://thegraph.com/docs/en/delegating/
https://thegraph.com/explorer/participants/indexers
https://thegraph.com/blog/20billion-queries
What I cover:
00:00 Intro
00:40 Looking at the chart
03:41 Why I like GRT
08:03 Delegating
10:37 Filtering for winners to lock to
18:21 What GRT does
22:25 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
I predicted the death spiral months ago.
What is next for Luna, UST, stablecoins, BTC, and crypto in general?
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
How the 4 pool and curve works and the risks.
curve.fi
What I cover:
00:00 Intro
00:25 What is the 4 pool
01:54 Withdrawing from the pool
04:04 Is it a problem if the pool is out of balance
10:50 How to boost your returns
13:48 Other problems to consider
16:14 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
How much of your money should be in crypto?
This really depends on you and your unique situation.
In this episode I go through some of the variables and help you understand how much you should invest in crypto.
What I cover:
00:00 Intro
02:28 Factors to consider - Time
04:47 Limitations of exchange
06:56 How much savings do you have
07:29 Stable coins vs risk assets
09:59 No one size fits all
11:18 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Olympus Dao has finally hit a price that I like.
Is now a good time to get in?
https://app.olympusdao.finance/#/dashboard
Video about APY rebasing:
https://www.youtube.com/watch?v=kV5rnWcL2S8
What I cover:
00:00 Intro
00:38 The treasury logic
02:43 The treasury breakdown
05:05 How to buy
06:07 Why you have to stake it
09:57 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
My views on gold and digital gold (Bitcoin and Ethereum).
What I cover:
00:00 Intro
01:07 Gold and steady assets
02:48 Bull case for gold
03:35 What happens if the dollar collapses
06:44 Why gold hasn't been going up
09:02 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Let's take a look at my current portfolio suggestions.
Remember, we are not traders. We are risk managers building a portfolio that is strong in both a down and up market.
You need to look at the big picture in order to be a good investor.
Make adjustments slowly over time.
30% ETH
5% BTC
5% FXS FPIS on chain only locked
5% stable coin risk assets - MKR, BTRFLY, Yearn?, Tribe, CRV/CVX?
5% Other: Aave, Uni, Graph, Lido
50% stable coins earning Yield
Beginners: Gemini exchange
FPI and Volt - coming soon!
Advanced - On chain pools
curve pools - stake crv?
FXS staking options - Guni, afrax, other chains? (avalanche)
Compound and Aave?
Check gas prices here: https://www.blocknative.com/gas-estimator
What I cover:
00:00 Intro
02:44 How much of your savings do you want in crypto?
04:19 Your own chain vs exchange
05:45 Portfolio targets
22:10 Beginner options coming soon
25:46 Advanced options
33:44 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Olympus Dao introduced 1000+% APY through rebasing and many projects have copied the model.
This does not affect the value of the project, but rather that you have to lock it up to maintain the relative value of your ownership.
This concept confuses a lot of people and resulted in Redacted Cartel crashing in price when they removed this rebasing function despite it not reducing the value of the project.
In this episode, I explain what the rebasing function is and how it works.
http://redactedcartel.xyz/
What I cover:
00:00 Intro
02:08 Birthday cake analogy
07:00 Inflation
12:04 Concept of treasury
17:58 Concept of rebasing
21:08 Why I like Redacted Cartel
23:46 What I don't like about rebasing
28:11 Crypto treasury management
29:46 Final thoughts
31:34 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
All technical analysis is stupid. This episode is a follow up to the previous video I made on the topic which got a lot of attention and people asking questions.
Previous video on Technical Analysis: https://youtu.be/BeFDeSmsAF4
What I cover:
00:00 Intro
00:22 How I beat technical analysis arguments
01:33 What technical analysis is
03:04 When to look at the charts
04:10 It's like psychics
06:15 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
You can never research enough to the point where you don't have any doubt when it comes to crypto investments.
If you're investing and you don't have any uncertainty and doubt, you haven't done enough research or are being delusional about the bear case.
What I cover:
00:00 Intro
00:24 Why you need doubt
02:15 Risk vs reward
04:00 Managing risk
07:04 Example of not enough research
08:00 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Technical analysis and day trading is stupid! In this episode I show you how silly it is.
Video I reference:
https://youtu.be/Nmook-38x-4?t=424
"Will it shoot up or grind up after launch of smart contracts?" He thinks it will "grind up". " The launch will instil confidence in market." He said it will eventually get to $4.50!
My Video: https://youtu.be/Reis01_DlIQ?t=597
https://www.coingecko.com/en/coins/cardano
What I cover:
00:00 Intro
00:24 Benjamin Cowen
07:12 It SOMETIMES can be right
08:13 My ADA prediction based on my strategies
11:48 Final thoughts
13:11 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Cognitive biases will distort your ability to correctly assess information.
In this episode I go over why I listen to certain people regardless of their opinions and not care about what others think of you and your opinions.
What I cover:
00:00 Intro
00:29 Common cognitive bias trap
03:20 Being selective on whose opinions I care about
05:22 Dealing with haters
07:49 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
This is a risky and new token that I am liking.
Links I mention:
https://dune.com/funky/Redacted-Policy-Metrics
https://www.redactedcartel.xyz/
https://twitter.com/0xSami_
https://kingmakerpodcast.simplecast.com/episodes/redacted-sers-sami-and-kp
What I cover:
00:00 Intro
00:22 The numbers
05:13 Defi 3.0 & opportunities
06:37 What BTRFLY is doing
15:42 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
According to @NikiChristoff being disrespectful toward regulators and politicians in your tweets – i.e. calling them names or mocking them – could be a “very bad business decision.”
https://twitter.com/laurashin/status/1516801486478528513
The tweets aren't effective if you want to "influence regulators", but crypto leaders have learned regulators are not honest actors open to influence. The tweets are effective in motivating voters to expose the dishonest regulators to force them to improve behavior.
What I cover:
00:00 intro
01:20 Regulators are working to protect the banking industry
02:40 Regulation history
07:00 Purpose of the regulators
11:11 Different ways to deal with regulators
20:39 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Crypto is not an asset class. It's software.
ETF is not an asset class and every ETF needs to analyzed individually.
Crypto is also not an asset class and eventually all value will be tokenized.
What I cover:
00:00 Intro
00:17 Crypto is just a technology
02:39 AT&T example
03:45 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
'Every balance sheet is going to have tokens on it' is a concept discussed by Jeff Dorman and Raoul Pal.
Jeff Dorman and Raoul Pal explain the concept in this video:
https://youtube.com/watch?v=vw6nlhVqOJo
Tokens will be used to increase adoption by rewarding users.
Token value can be larger than equity value
What I cover:
00:00 Intro
00:50 How tokens can speed up adoption
05:10 What is stopping this
06:25 Why equity is a claim on the cash
08:09 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
You should only learn from experts when it comes to taking investing advice.
In this episode I cover why you need to be careful where your source of information comes from.
What I cover:
00:00 Intro
00:47 Bruce Lee analogy
04:15 You must find top experts
07:04 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Rumor is that Optimism is going to airdrop their token soon.
How to hopefully get free tokens:
Use the Bridge to send tokens from Ethereum to Optimism:
https://www.optimism.io/
Set up Optimism on Metamask:
https://help.uniswap.org/en/articles/5404230-how-to-connect-to-optimistic-ethereum
https://consensys.net/blog/metamask/how-to-bridge-tokens-from-ethereum-to-optimism-with-metamask/?utm_source=rss&utm_medium=rss&utm_campaign=how-to-bridge-tokens-from-ethereum-to-optimism-with-metamask
Do a trade on Uniswap and lock something into Aave.
Stake Aave in Aave protocol.
What I cover:
00:00 Intro
00:15 Solution for Ethereum scaling
00:41 Optimism token buzz
01:11 How to hopefully get free tokens
06:45 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
You should become familiar with the dollar milkshake theory by Brent Johnson because it's a theory about how the downfall of the fiat system will play out.
Twitter @SantiagoAuFund
Milkshake Theory videos:
https://open.spotify.com/episode/2GT02PMmqolON5skdf0HHS?si=H9ZP6enIRIOPhvBgZhULig
https://www.youtube.com/watch?v=xxzy3sLs4Bs
https://www.youtube.com/watch?v=d3AR5UfLUCA
What I cover:
00:00 Intro
00:54 The idea
03:39 The DXY index
05:19 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
I love Frax Finance and FPI but I broke a couple of my rules and not FPIS is down 25%
Here are the investment rules I broke:
Don't invest based on emotions and excitement or sense of urgency
DCA buy in and start with a small amount. (Air drop was enough for now)
Don’t invest until you understand deeply. (Docs on the project aren't even out yet)
Degens dumped it because there aren't good farming options. New releases usually dump at first.
Market cap was wrong. I didn't look at fully diluted value.
What I cover:
00:00 Intro
01:04 Buying with urgency
01:47 Not understanding your investment
02:45 Buying at launch
05:01 Math error
07:28 Why you need investing rules
08:38 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Ethereum 2.0 has been delayed… should we panic?
In this episode I cover everything you need to know about the Etherum 2.0 delay.
What I cover:
00:00 Intro
00:06 Tesla's production problem
01:27 Time developing and delays
05:31 Does this change my thesis
07:48 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Should you look at Google Trends to see if something is a good investment or getting hype?
Talk equals excitement and may be an indicator that the project is over valued.
What I cover:
00:00 Intro
00:34 Not a good sign for price
01:55 The dangers of getting excited about hype
06:04 How to get in
09:52 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
When it comes to earning yield on your stablecoins there is a new kid on the block... 4 Pool!
Arbitrum on metamask:
https://help.uniswap.org/en/articles/5538707-how-to-connect-to-arbitrum
https://consensys.net/blog/metamask/how-to-bridge-your-assets-to-arbitrum-using-metamask/
Bridge.arbitrum.io
Arbitrum.curve.fi
app.uniswap.org will switch to Arbitrum automatically when you are on the network.
Sam Kazemian talking about the 4 pool on Bankless:
https://www.youtube.com/watch?v=w5_91cCWFEQ
What I cover:
00:00 Intro
00:36 Why this interests me
04:34 How get onto Arbitrum
11:58 Rewards
12:48 Risks
17:34 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
FPI is a new stablecoin that is linked to the inflation rate.
Sam Kazemian on Bankless
https://www.youtube.com/watch?v=w5_91cCWFEQ
https://frax.finance/
What I cover:
00:00 Intro
00:44 The new FPI token
05:40 Risk assets associated with stable coins
09:55 Final thoughts
10:51 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
How to increase your income in the crypto web 3 space.
This applies to whether you want to start your own business or getting a job.
What I cover:
00:00 Intro
00:39 Opportunities to get started
02:08 Interesting ways to get started
05:07 Trying multiple things
07:12 Learning by doing
11:40 Find something you're passionate about
13:15 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Although the tone from the US government regarding crypto has become more positive than it was last year, this fight is not over and you cannot let your guard down.
What I cover:
00:00 Intro
00:16 What they are doing
02:04 Don't let your guard down
03:04 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
How can crypto pay these interest rates on stable coins?
What I cover:
00:00 Intro
00:36 How can banks pay 0% deposit?
01:58 How does interest on crypto work?
10:45 Not every crypto protocol is sustainable but...
14:00 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
The market is going down so when should you buy?
What I cover:
00:00 Intro
00:18 Picking the low
05:48 When to get in
07:04 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Is it time to buy Olympus Dao yet?
In this episode I cover my thoughts on Olympus Dao and if I think it's a good buy right now.
Links I cover:
https://app.olympusdao.finance/#/dashboard
https://etherscan.io/tx/0x6223d4a42a4ca23273c38e940b632d7dc2e328f83624fdfc8b8ccbd385999662
https://discord.com/channels/798328113087119371/839637878837608467
https://twitter.com/DaveLevine0com/status/1513127318759174151
What I cover:
00:00 Intro
00:22 Where I'm at and how it works
10:04 Treasury report
19:27 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
A deep dive on Curve ($CRV) and why I don't like it.
Links I cover:
https://dune.xyz/hagaetc/dex-metrics
https://messari.io/article/curve-finance-valuation-report
https://twitter.com/0xSami_/status/1512941182883610627
https://curve.fi/pools?
What I cover:
00:00 Intro
01:39 How Curve works
03:58 CRV token usage
09:18 CRV token valuation
18:18 What I like about it
22:03 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
I’m early in the research of the Keeper Network.
In this episode I show you my process of researching and making decisions. While I’m not fully sold on Keeper, I’m going to show you where I’m at and why.
Here are the links I go through:
https://fixedforex.fi/vest
https://fixedforex.live/
https://docs.keep3r.network/
https://keep3r.network/
What I cover:
00:00 Intro
01:03 What I found on Keeper Network
03:56 What is Keeper?
10:10 Final thoughts on Keeper
12:35 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
There are many great investments and it would be impossible to invest in them all.
That is why you need to narrow your focus on what you're looking for and what you study to become an expert in.
One great way to narrow your focus is to follow your passion.
What I cover:
00:00 Intro
00:18 How I invest
04:04 How to pick a winner
05:31 How fuel your knowledge
06:22 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Will the Central Bank crash the crypto market?
In this episode, I answer that question.
What I cover:
00:00 Intro
00:50 Overshooting
01:23 The downside looks deep
02:33 Being ready and disciplined
03:52 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Just holding ETH or BTC is decentralized...
But Ethereum is more decentralized because it has a decentralized community with DEX's, stable coins, investing options, privacy, fun and payments.
What I cover:
00:00 Intro
00:58 Real decentralization
02:06 Investing on Eth vs BTC
03:39 An ecosystem
04:07 Proof of stake
07:43 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Did you know that you can get rich with stable coins?
In this episode I cover everything you need to know.
What I cover:
00:00 Intro
00:55 Two types of stable coins
03:04 Two types of decentalized stable coins
03:55 My favorites
04:59 What just happened
07:25 Decentralized stable coins
17:02 Which stable coin wins
18:33 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
If you're a good investor, should you start a crypto fund?
This was a question I was asked in my Discord (linked below).
Investing for self is about investing.
Running a fund is more about running a business.
A fund has to deal with:
Lawyers
Taxes
Investors
What I cover:
00:00 Intro
00:11 Being an investor
00:44 Running a fund
02:26 What most funds do
03:51 Liquidity pools
04:48 Taxes and security
06:08 Traders energy
07:40 Mistakes and enduring pain
10:40 Experimenting and being creative
11:52 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Are Frax and UST winning the stable coin wars?
Stable coins are one of the biggest battles we currently have in finance.
What I cover:
00:00 Intro
00:58 Curve
05:40 What does this mean for UST and Luna
06:59 UST
09:24 Don't dive all in
10:28 Dai
13:46 Follow this topic
14:32 Final thoughts
Join me on Discord: https://discord.gg/sc28FPVyv2
Podcast: https://open.spotify.com/show/3yoMRmyZyAKpGvKk97xiGX
Twitter: https://twitter.com/davelevine0com
Let's talk about the Tai Lopez crypto projects!
In this episode I will be covering my thoughts.
Tai's projects:
Atlas USV: https://www.atlasusv.com/
RadioShack: https://www.radioshack.org/
OG NFT: https://www.originalgarage.com/
Tai Lopez podcast about his NFT with Fxnction: https://open.spotify.com/episode/0W8G5OVDEspuKAalBwg8FJ?si=1k7Zgsg-QQWTwFqMNr9xqA
What I cover:
00:00 Intro
00:10 Disclaimer
01:31 USV
04:10 RadioShack
08:20 OG NFT
12:40 Will Tai be able to deliver
15:41 Final thoughts
19:02 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
In this episode I cover where to get yields on stable coins so that in a down market you have cash ready to deploy.
Protocols I mention:
https://app.aave.com/markets/
Video with Stani from Aave
https://www.youtube.com/watch?v=efYdMSfUPXs
https://app.anchorprotocol.com/earn
https://app.frax.finance/staking#
https://www.sorbet.finance/#/pools
https://app.fei.money/farm
https://curve.fi/pools
https://app.compound.finance/
What I cover:
00:00 Intro
00:08 My objective with stable coins
02:14 Aave
05:10 Anchor protocol
06:12 Frax
12:32 Fei
14:42 Cruve
16:43 Compound
17:53 Final comments
19:50 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Stable coins are for liquidity to use to buy inexpensive risk assets during a downturn.
Prioritize safety: time, volatility and size.
APY is secondary and only if safe.
Portfolio distribution of Stable coins:
GUSD 5%
https://www.youtube.com/watch?v=aMwqbT26qbQ
USDC 25%
BUSD - Paxos ?
DAI 50% +MKR
RAI 5% -FLX
FEI 5% ?Tribe
Frax 5% ++FXS
https://www.youtube.com/watch?v=MZ1iivVPMqA
UST 5% -+LUNA
https://www.youtube.com/watch?v=HalH-ltIGhk
OHM - ?
https://www.youtube.com/watch?v=MMcbKO8IiSE
Great article on stable coins
https://docsend.com/view/ajcbq2dd22yunxqn
What I cover:
00:00 Intro
00:44 Is it safe?
02:00 Types of stable coins
03:00 Fiat backed coins
09:14 Decentralized coins
14:41 Defi 2 coins
31:45 Final thoughts
33:05 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
This is an introduction to the next couple episodes where we will discuss:
Centralized fiat backed stable coins
Decentralized over collateralized stable coins
Decentralized algorithmic stable coins
Where to deposit those coins to earn interest.
Start studying by reading this article
https://docsend.com/view/ajcbq2dd22yunxqn
What I cover:
00:00 Intro
01:23 Article on stable coins
04:15 Assignment
05:13 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
I'm going to show you how to find and hold high quality investments long term for 10x gains.
In order to hold for 5 years for 10x gains, you have to dig deeper in your analysis. I will show you how to do that and how to apply that to your career too.
What I cover:
00:00 Intro
00:20 Car analogy
01:04 Framework for digging deeper
03:04 Applying this to your career
04:05 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Everything you have heard about scaling blockchains might not be true.
In this episode, I present to you the real data.
Article referenced in Video:
https://ambcrypto.com/solana-vs-ethereum-heres-the-winner-when-comparing-amm-speeds/
Blockchain Wars video on similar topic by Dave Levine
https://www.youtube.com/watch?v=EQla0XKiDRQ
Research for article done by:
https://twitter.com/hosseeb
Haseeb Qureshi of Dragon Fly Capital
https://unchainedpodcast.com/category/the-chopping-block/
Icon used in thumbnail:
https://www.flaticon.com/free-icons/avalanche" title="avalanche icons" Avalanche icons created by Vitaly Gorbachev - Flaticon
What I cover:
00:00 Intro
00:15 The data and research
04:11 Incorrect narratives
07:14 I'm not picking winners here
09:23 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Do you know the math of market crashes?
If you don't understand this you might end up making costly mistakes.
In this episode I cover what you need to know.
What I cover:
00:00 Intro
00:20 Why you need to know the math
00:51 Mistakes people make
02:16 Math you need to know
03:53 Real world examples
05:51 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Where is the market heading?
In this episode I cover how The Central Bank influences the markets and what tools they have to do so.
What I cover:
00:00 Intro
00:07 Portfolio design
00:48 Where I think the market is going
01:48 Inflation is the problem
02:31 How the system works
03:58 How we got here
04:50 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
You have to be dollar cost averaging with the crazy crypto volatility.
With DCA there are a lot of details to talk about and it's very important.
In this episode, I cover a wide range of topics around DCA and give you the tools and mindset to get started.
What I cover:
00:00 Intro
00:29 What is dollar cost averaging
01:04 How much money do you want to have invested
01:48 Time period and when to buy
08:20 Why to do this
11:01 Reduces chances of big mistakes
14:07 Selling your positions
15:58 Watchlist
18:08 Looking at the chart
19:04 Patience
21:25 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
There are a couple arguments people make against Ethereum that I find to be stupid.
In this episode I address these arguments.
What I cover:
00:00 Intro
01:10 Ethereum has 10k nodes
03:33 Changes can be good
05:11 Downside of not changing
06:03 The DOA hack
11:23 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
UST reserves backed by Luna and BTC.
Luna at a high price at early stages of bear market.
In this episode I cover my thoughts on Luna, UST and make a few predictions.
What I cover:
00:00 Intro
00:20 I like UST but...
01:15 How Luna works
02:25 Is it safe?
05:05 What can happen
07:28 Anchor protocol
09:03 This hasn't been tested
10:37 My opinion
13:11 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Do you want to find the next Apple and Google investment? A platform that grows for decades?
In this episode I put forward an argument as to why I think Ethereum could be the next evolution on these app store style models.
Ethereum is an app store with no 30% fee on transactions on apps. Anyone can list an app without approval and it's available to anyone in the world with internet.
Apps can offer digital ownership for things such as social media, games, health records, art, and money.
Financial apps build permissionless, integrate with other apps and take code from other apps.
There are other platforms, yes.
But Ethereum is the most decentralized and largest by far.
Start with the king before you try to get into upstarts.
How is this possible?
Ethereum 2.0 explains why ETH could be the best investment in the world.
If you want me to make a video about that, share and like this video, and let me know in the comments.
Not financial advice.
What I cover:
00:00 Intro
00:16 App store upgrade
01:06 Digital ownership
02:18 Financial ownership
03:20 Permissions
04:43 Open source
05:15 Other platforms
06:34 How does this work?
07:30 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Podcast: https://open.spotify.com/show/3yoMRmyZyAKpGvKk97xiGX
Twitter: https://twitter.com/davelevine0com
So many people say they like Bitcoin because it has a fixed supply of tokens and Ethereum has unlimited tokens.
That doesn't make sense and in this episode I tell you why.
What I cover:
00:00 Intro
00:16 21 million Bitcoins
01:07 Ethereum's supply
03:13 Ethereum's monetary policy
04:14 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
If you are using the term Alt-coin you are living in the year 2015 and may lose all your money!
In this episode I cover why...
What I cover:
00:00 Intro
00:37 Litecoin
01:14 People who like Litecoin
01:22 Top 20 tokens
01:47 Calling it an investment
01:58 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Justin Trudeau didn't like protestors so he froze their bank accounts.
If they had their money in a digital wallet that couldn't happen.
Don't get mad, get decentralized finance (Defi).
What I cover:
00:00 Intro
00:15 Protect your money
00:56 Why crypto is safer
01:37 Banks own your money
02:12 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Best cryptocurrencies to buy!
Anytime someone tells you that doing something with your money is urgent... Don't do it!
In this episode I explain why.
What I cover:
00:00 Intro
00:45 Don't get sucked into this
01:36 Urgent is never urgent
02:12 Time to buy
03:33 Dollar cost average in
04:20 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Parabolic top with a boring low. This is a cycle that we have seen many times in crypto.
In this episode I cover where I think we are, where we are heading and answer the question... Are we heading into a bear market?
Market Cycle chart I reference:
https://www.newtraderu.com/2021/06/13/wall-street-cheat-sheet/
Charts from:
https://coinmarketcap.com/
What I cover:
00:00 Intro
00:30 Where we are based on the chart
02:00 Analyzing individual coins
11:30 Waiting to sell at the top
13:01 Dollar cost averaging in
14:12 Conclusion
16:05 Outro
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
What I cover:
00:00 Discord question
02:14 Proof of who to listen to
03:48 How much effort is needed
04:40 Is it convoluted or concise
05:40 Break down of learnings
06:18 Listening to founders
07:12 Why the question is lazy
09:00 Average of the people you listen to
10:38 Outro
I got the question in my Discord channel:
"Dave...you have got your 10 or so favourite (social media) expert follows. "
I have a video where I show 50 people I follow:
https://www.youtube.com/watch?v=6cnqNWtmxpw
Join me on Discord: https://discord.gg/sc28FPVyv2
Podcast: https://open.spotify.com/show/3yoMRmyZyAKpGvKk97xiGX
Twitter: https://twitter.com/davelevine0com
What I cover:
00:00 Bar analogy
01:18 What is the growth?
01:52 Is it decentralised?
02:10 My overall portfolio
02:50 The lens I look through
04:50 How long can fiat continue?
05:40 When will we be in trouble?
07:00 Outro
What is your investment strategy?
I was asked this question in my Discord (linked below).
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
What I cover:
00:00 Intro
01:45 Usage
03:38 Dominance
04:50 Valuation
11:05 Expert opinions
15:15 Distribution of tokens
16:40 Price fluctuations
20:10 Outro
Lido is a coin I have made a small investment into. In this episode I breakdown my justifications for it and why it's interesting to me.
Here are the links I review:
https://lido.fi/
https://pro.nansen.ai/lido
https://dune.xyz/LidoAnalytical/Lido-Finance-Extended
Chopping Block all 4 guys mention they are invested in LDO
https://www.youtube.com/watch?v=DzT81w5Es9o
https://lido.fi/faq
https://help.lido.fi/en/articles/5230596-what-fee-is-applied-by-lido-what-is-this-used-for
https://www.cryptoninjas.net/2020/12/16/blockchain-fund-kr1-invests-in-ethereum-2-0-staking-solution-lido/
Join me on Discord: https://discord.gg/sc28FPVyv2
Podcast: https://open.spotify.com/show/3yoMRmyZyAKpGvKk97xiGX
Twitter: https://twitter.com/davelevine0com
What I cover:
00:00 Intro
00:21 Three coins I'm looking at
00:40 Step one - Who to follow
01:56 Step two - Numbers
05:52 Step three - Getting ready (small buys)
07:17 Step four - buying more
08:17 Demonstrations
21:08 Outro
How do you find winning investments? How do you know when to buy in?
In this episode I talk about my process.
I also cover the following coins:
https://explorer.livepeer.org/
https://thegraph.com/explorer/participants/indexers
https://thegraph.com/blog/20billion-queries
https://thegraph.com/blog/one-billion-monthly-queries
https://filecoin.io/
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
What I cover:
00:00 Intro
00:14 The venture capital model
01:25 Crypto investments are different
03:30 The crypto advantage
04:55 The new way
05:45 Using research & data
07:10 What people don't realise
11:20 Outro
VC need to know “the guy who knows the guy”. Crypto anyone can buy tokens.
VC requires big investment. In crypto to can buy any amount anytime.
VC requires lock up 5+ years. Crypto offers liquidity 24/7.
VC projects see data maybe quarterly. Crypto projects see live data posted publicly 24/7.
Buying a decentralized token project coin is similar to investing in series A round.
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
What I cover:
00:00 Intro
00:53 Only listen to experts
02:33 Upside & downside
02:57 Narrowing selection
03:41 Tiny new startups investing
04:13 Consolidation around top platforms
05:01 Who to listen to
This post in Discord was the worst ever:
The post started with this:
Miles Deutscher from Cypto Banter tweeted over the weekend asking folks which L1s outside of top 50 have most upside potential in 5 years . . . .
Only listen to top experts. Miles is a young kid who got into crypto in 2019. Great, but he isn't a top expert!
Look at upside AND downside. Per this logic, buy a lottery ticket because "look at the upside potential"
Looking for 50 small investments? Really, are all these kids supposed to be large venture funds? Bad advice.
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
What I cover:
00:00 Intro
00:09 Good investor attribute
01:35 Comparisons vs absolutes
04:13 I'm living in a crypto bubble
06:19 Noticing your opinions
08:29 Consistency bias
10:21 Social activity influence
10:59 Outro
Anti-social people are good investors.
Good investors go against the grain.
Sometimes the best investments are socially difficult.
In this episode I talk about why that is and cover things you need to look out for that can influence your decisions and ideas.
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
What I cover:
00:00 Intro
00:22 Risks to crypto
01:20 Eth being a security
03:25 Stopping airdrops
04:11 What if Eth was a security
05:18 Michael Saylor's comments
07:27 Collin Belton's SEC comments
09:15 Fear around crypto
10:28 If they do attack Ethereum
11:08 Outro
There is a risk to all crypto projects that the government will attack it. To apply that risk only to ETH is silly.
The SEC has (and continues to) engaged in campaigns of "asking" projects for "voluntary" info disclosures, particularly DeFi projects under the guise of "wanting to understand more," only to subsequently hint that there may be illegal activity they refuse to identify.
Michael Saylor @saylor·Oct 20, 2020: "Everyone in the crypto industry would benefit if analysts segmented the market into crypto-assets (e.g. #Bitcoin), crypto-applications (e.g. Ethereum), & crypto-currencies (e.g. Tether), and calculated three different dominance metrics."
They will not declare it a security because it reveals SEC is a scam and will create an uproar that they want to avoid.
They leave this out there to hurt small investors who keep bugging me about this.
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
What I cover:
00:00 Intro
00:41 All roads lead to Frax
01:22 Frax dashboard and data
08:55 Collateral & curve pool
13:34 FSX Token
14:41 FPI Token
15:56 Lending
18:15 Stable coins in general
20:41 Frax growth
21:26 Other coin growth
26:22 Outro
Stable coins earning yield could be the number one asset class in 2022.
Links I mentioned and covered in the video:
https://twitter.com/samkazemian
https://mirror.xyz/0x5152e31dfF3C7C7fa1f7D90cef6C9EafD56bE7E7/aHfH_cSy6wToU7aWKXW07y_sL4-atFQcMNt_6Y1EQdM
https://app.frax.finance/
https://app.frax.finance/amos
https://curve.fi/frax/deposit
https://messari.io/asset/frax
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
What I cover:
00:00 Intro
00:07 Japan bubble lesson
01:18 Being in the investments you believe in
02:38 Doge coin
03:51 Timing matters
05:06 Outro
Timing is everything.
If your timing is off but your thesis is right, you're still wrong.
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
What I cover:
00:00 Intro
00:25 Buying Eth was too hard
01:27 Why people do the work
02:15 Average person using Uniswap
04:24 What's actually hard
05:10 Why you don't want it to be easy
06:42 The difference between easy and easy
07:04 Outro
Is buying crypto actually hard?
In 2020 people said "Getting ETH is too hard on Coinbase."
It's not hard. It requires desire and motivation.
Now they say its "too hard" to get wallet.
Inspired by this comment:
How long before the average person will be able to use Uniswap just like they use/log on to Capitol One or Bank of America?
When it 100% easy and automatic, there is zero profit it in.
Building a web page in 90's wasn't automatic and got lots of free traffic.
Now its automatic and instant and there is no value in it.
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
00:00 Intro
00:22 Valuation
01:39 Why it could keep going down
04:03 Being early - club analogy
04:57 Value of treasury declining
06:42 Staking APY
09:17 Bond (4,4)
12:33 Further thoughts
13:29 Outro
What is OlympusDAO Creating and Why Does it Matter?
Isfandiyar Shaheen
https://www.youtube.com/watch?v=ZZ-fSDgteYo
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
What I cover:
00:00 Intro
00:34 An upgrade on 1.0
01:00 Fractional vs collateralized
04:15 Riskier collateral
05:44 Using balance sheet
07:26 Liquidity incentives
12:36 Strong memes
13:29 Vote escrow
14:15 Favorite Defi 2.0
15:02 Outro
Defi 2.0 is where the world is going.
Defi 2.0 is an upgrade on the original Defi 1.0.
In this episode I cover some of the main trends that we are seeing.
More Info: Defi 2.0 Talk from ETH Denver by Haseeb Qureshi
https://youtu.be/4z2fH9Fgt9k
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
What I cover:
00:00 Intro
01:03 What is Defi?
03:30 Centralized vs Decentralized platforms
06:20 Interest & Custodianship
08:30 Outro
In this episode I focus on Defi 1.0 (Decentralized Finance) and talk about what it is and how it differs from traditional finance systems.
In tomorrows video you will learn about Defi 2.0.
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
What I cover:
00:00 Into
00:36 Using equations
03:33 Picking 10 for 1
04:18 What I do
05:48 What metric I use
08:53 Your history
13:47 Outro
What is the key metric to watch to determine whether an investment is good?
I will share some methods, advice from Warren Buffet, and share my method.
But in the end, you have to find your own formula that works for you.
Warren Buffet quote:
Investment success isn't produced by arcane formulae, computer programs or price signals. Rather an investor succeeds by coupling good business judgment with an ability to insulate his thoughts and behavior from the super-contagious emotions that swirl about the marketplace.
Join me on Discord: https://discord.gg/sc28FPVyv2
Podcast: https://open.spotify.com/show/3yoMRmyZyAKpGvKk97xiGX
Twitter: https://twitter.com/davelevine0com
What I cover:
00:00 Intro
00:19 Central banks move markets (in general)
01:04 Why markets went up in 2020
01:40 What might happen in an unregulated market
02:02 Where we are at right now
03:07 2018/19 results
03:50 The link with this war
06:32 More about this war
09:15 Red team, blue team
How much will the Ukraine war hurt the markets?
Wrong question.
In this episode you will learn why it's the wrong question and what really makes an impact in the markets.
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
What I cover:
00:00 Dollar cost average in
01:08 What's your plan?
02:27 Are you offside
03:05 Have you buying list
04:01 What I'm looking at
06:00 Look at your portfolio
08:17 Getting your shopping list ready
10:13 Outro
If you are feeling uncomfortable by the current market, there is a good chance you have been caught offside and haven't managed your risk properly.
Now is the time to get ready to top up and buy some more if you're a position that allows.
This involves getting ready by making a plan and assessing your current portfolio.
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
What I cover:
00:00 Intro
00:16 Read broadly
01:00 Give before asking
01:35 Find areas of enjoyment and interest
03:14 Become an expert
04:35 Outro
Four pieces of career advice from Elon Musk:
Read broadly
Try to be helpful. Give before asking
Find areas where you have interest and enjoyment where there is overlap in multiple disciplines
Be an expert in your chosen profession
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
What I cover:
00:00 Intro
00:29 Cold markets
02:03 Hot markets
02:50 Renting
03:50 Listening to advice from others
05:00 Agents
06:02 Outro
I got some additional questions from my previous two episodes on real estate.
In this episode I answer those questions, covering topics around hot vs cold markets, renting vs buying and taking advice from parents.
This is not financial advice.
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
What I cover:
00:00 Negotiating for a house intro
00:50 Negotiating formula
05:01 Add in fees
06:25 Think in nominal terms
08:02 Psychology behind negotiation
08:50 Outro
Negotiating a great deal on your home can save you tens or even hundreds of thousands of dollars.
Always start with the price you want to end up at.
Follow my formula in the video on how to work out what to offer and then how to change your offer to counter theirs.
And don't forget to add in the other fees that most people forget about!
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
What I cover:
00:00 Intro
00:23 When to do it
01:01 Lifestyle
01:36 Shopping for the house
03:38 Finding the right broker
05:03 One of the biggest purchased you will make
06:50 Being loyal to a broker
08:12 Outro
Buying a house is one of the biggest (if not the biggest) purchases you will ever make.
That's why it's so important to take your time, think about the lifestyle you want to live and find a good broker who understands your needs.
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
What I cover:
00:00 Intro
00:30 Advantages
01:15 Problems
01:52 Companies doing this
02:40 Why this is exciting
04:10 It's not here today but...
04:40 Outro
Real world assets are coming to the blockchain... And it has already started.
Companies like Centrifuge are already tokening RWA, allowing owners to borrow Dai against it.
It's small and will be slow.
But watch it.
Join me on Discord: https://discord.gg/sc28FPVyv2
Podcast: https://open.spotify.com/show/3yoMRmyZyAKpGvKk97xiGX
Twitter: https://twitter.com/davelevine0com
What I cover:
00:00 Why this touches a bigger issue
01:45 The power of the idea
03:05 Stupid regulations
04:08 Tipping point on restrictions
08:00 Outro
Why did communist Eastern European countries all fall around the same time?
Why did so many Pedophile priests all get in trouble at the same time?
It's because these ideas go viral.
This is covered in Malcolm Gladwell's book Tipping Point:
https://www.amazon.com/Tipping-Point-Little-Things-Difference/dp/0316346624
If truckers win, inspires more and discourages government.
It could set off the viral idea that covid restrictions must end all over the world!
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
What I cover:
00:00 The domain mania
01:15 The value of domains
03:42 The value of .com
04:42 Selling my business
06:30 Domains on a decentralised system
07:48 Your domain isn't a business
09:53 Should you get an ENS domain?
12:00 Difference between extensions
12:50 Outro
In todays episode I cover what you need to know about domains and ENS domains.
Are they worth it?
Are they valuable?
Watch the video to find out.
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
What I Cover:
00:00 In business you make profits
01:06 You don't profit from trading
01:36 Manage risk
03:15 If you're thinking about profits start a business
03:45 Outro
Profits come from running a business.
With investing we manage risk not "trade".
This question implies you are thinking like a trader. You might be better suited as a business owner if you are after profits.
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
What's a $20 billion market cap token that will 10x in 1 year?
What is the biggest mistake you can make when picking your investment?
Is it better to pick small cap or big cap for mad gains?
Don't look at numbers, look at fundamentals, not based on market cap size.
You should ask yourself if people are actually using it.
Referenced in Video: Blockchain Wars:
https://www.youtube.com/watch?v=EQla0XKiDRQ
This video covers why I like picking the leader rather than small up and comers.
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
What I cover:
00:00 The question to ask
01:26 The wrong approach
02:40 Choosing the leaders
03:25 Why it's hard for coins to catch up
04:40 Advantages of a leader
07:30 Reducing the downside
07:54 Coins going sideways
10:27 Big market cap is irrelevant
11:45 Price going up might equal risk
12:30 Conclusion. Look for this
Do you know both the upside and downside to Ethereum? Or any other coin you are investing in?
Many people like to only look at the upside (or downside), but the reality is you should understand both sides of the story.
If an L1 can infinitely scale or doesn’t need L2 for long time, they could gain market share from Ethereum long term.
My theory is there will be the need for multiple chains.
However, Ethereum will be the leader.
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
What I cover:
00:00 Intro
01:28 Bear case on Ethereum (L1 & L2)
08:54 Fantom
12:15 Cardano
14:25 Another blockchain winner?
15:34 Luna
17:48 Multiple chains
18:10 Why Eth wins
20:20 Outro
In my discord (link below) I got asked this question:
Dave, you obviously were early to the internet. Then early again with crypto. How did you know these were going to be big things? Maybe you can do a video telling us the story on how you discovered the internet and get involved in it. And the same with crypto.
When it comes to spotting trends, it's important to have an overall philosophy.
The one philosophy that has paid me dividends has been, if there are two competing systems, the more decentralised one will usually grow faster and be adopted more.
I don't try to make predictions. Instead I look for evidence.
When I got on the internet, I looked for the store that had the most sales.
Usually you can tell how good something is by how successfully it launches.
I pay attention to growth rate and then project if this rate of growth would continue.
Join me on Discord: https://discord.gg/sc28FPVyv2
Podcast: https://open.spotify.com/show/3yoMRmyZyAKpGvKk97xiGX
Twitter: https://twitter.com/davelevine0com
What I cover:
00:00 Intro
00:33 My philosophy
04:32 Success right out of the gate
04:55 Crypto (Bitcoin)
05:50 Looking at the numbers
08:42 Letting go to get in
09:50 How to know when things will be big
11:55 Outro
Metaverse is the idea that all these different platforms will be interconnected and you can carry your stuff between the platforms. Plus a digital virtual reality.
Podcast with the founder of Second Life and initial investor:
https://www.listennotes.com/podcasts/invest-like-the/bill-gurley-and-philip-dxAP3Iw_a4B/
My experience in Second Life:
Won't be big
For kids
Niche
Media loves it
You can be interested but you don't have to jump in immediately.
You can watch it, be patient and pick your moments. You are still super early!
Even if it's big, who wins?
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Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
What I covered:
00:00 Intro
00:28 What is web3
01: 48 What is the metaverse
02:53 Should you invest in metaverse?
03:08 Second Life
05:39 Moving the real world to metaverse
07:06 Decentraland
08:45 The next thing
10:45 Facebook
12:31 Outro
Everybody's favourite video!
Portfolio recommendations, updates and where to put your money!
No matter what I predict (or anyone else), you want your portfolio set up so that if the market goes up you make a lot of money but if it goes down you are in a position to buy stuff cheap.
Recommendations:
Alternatively, you can look into Gemini exchange (GUSD) and earn 8% interest.
Stablecoins: DAI 50%, USDC 25%, RAI 10%, Frax 10%
Ethereum 10%
Layer 2's and new layer 1's are higher risk and I'm not interested in them right now. I recommend being very careful if you want to get into them. But maybe they will be attractive to me someday.
Other risk tokens 10%: Looking for things with good fundamentals. Uniswap, MKR, FXS, Aave, Comp
Safe and boring:
Real estate - 10-20%
BRK.B 5-10%
ARKG
Commodities (RIO, GOLD)
TSLA?
EWS, EWY, EPY
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Podcast: https://open.spotify.com/show/3yoMRmyZyAKpGvKk97xiGX
Twitter: https://twitter.com/davelevine0com
Timestamps:
0:00 Intro
1:03 Recommendations - Cash
3:45 Stable coins
6:23 Ethereum
10:16 Other risk tokens
13:34 Safe & boring
16:51 Risk Stocks
22:02 Outro
In 2022, I like stable coins for yield because it is defensive, but I also have my portfolio setup so that I will be happy if the market goes up.
MakerDao Financials referenced in the video:
https://docs.google.com/presentation/d/1fEuJ0OxEHhsbIcmN5xJ-NR7vLOUqIUrwLKkbl8SJkHA/edit#slide=id.gb9ad869063_0_6
MKR has good earnings per MKR.
Founder Rune:
https://twitter.com/RuneKekMakerDao live stats
https://makerburn.com/?s=03#/
My theory is that stablecoins should do well in a bear market. MKR has outperformed other crypto assets when the market started falling.
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Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Timestamps:
0:00 Stablecoins
2:30 MKR and it's financials
5:10 Rune (founder of MKR)
6:02 MKR stats
7:27 MRK price vs the rest of the market
10:30 Portfolio management recommendations
I am going to ETH Denver 19th & 20th and will be at & Breckenridge 21st & 22nd.
https://www.ethdenver.com/
At a conference you get to meet people and ask questions.
If you are going to listen to the speeches you can do that online. Either here on Youtube or on Podcasts.
Conferences are best in person if you are going for:
Hackathon
Looking for a job
To ask questions
If you can be the center of attention
To have fun!
Is it worth the trip? Well you need to weigh up the pros and cons outlined in the video.
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Timestamps:
0:00 I'll be at ETH Denver
0:58 Benefits of going to a conference
3:02 Downsides of a conference
4:14 What to look out for?
6:20 Outro
Many products these days now offer optional insurance.
Does it make sense to buy the insurance?
Well that's up to you as an individual, however, I have decided to always decline insurance.
My logic is that in the long run after many years, I'm going to come out ahead.
Insurance was invented in the first place to cover catastrophic loss.
Plus, it's often difficult to recover money from claims.
I never buy insurance unless required by law and then I try to spend the least amount as possible.
Nexus Mutual provides cover against smart contract failure & exchange hacks.
https://nexusmutual.io/
When it comes to crypto related insurance, I take the stance that I take with insurance in general.
That's not to say it's not worth it.
It depends how you are investing, however, it's very important to study the insurance deeply which I haven't done.
As an example, if you want to put a huge amount into the Anchor protocol and insure it, you need to:
Study the insurance contract that protects it closely
Study Nexus Mutual closely
Study the Anchor protocol closely
I like to study one thing, get a deep understanding on it and then make investment decisions.
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Timestamps:
0:00 Intro
0:15 How I view insurance
5:49 Smart contract insurance
8:55 My investment method
RAI is volatile for a stable coin.
https://stats.reflexer.finance/
You want to buy RAI when it is below the target price.
Current Rai redemption price is $3.0278 (target price) and $3.0585.
Aave deposit interest was 20% a long time ago and then sat at 2% for a while. Then last week it was 20% again and now down to 8%.
RAI is safe and that interest is nice long term!
RAI in Aave long term looks good.
The interest rate spikes when the price spikes.
It is safe because it's over collateralize with ETH
FLX not great unless RAI adoption grows
Join me on Discord: https://discord.gg/sc28FPVyv2
Podcast: https://open.spotify.com/show/3yoMRmyZyAKpGvKk97xiGX
Twitter: https://twitter.com/davelevine0com
Timestamps:
0:00 Intro
0:52 What I like about RAI
4:48 My concerns with RAI
6:38 RAI liquidity provider
8:30 Another risk
9:05 Outro
I'm noticing a big disconnect between what I believe and what people say in general.
These disconnects indicate a big opportunity to me.
People who say Cathie Wood is a scammer or fake are missing her brilliance.
She says that most investments or funds are trying to hit a benchmark whereas she is looking at innovative technologies.
Link to Ark Investments: https://ark-funds.com/
Big Ideas Report: https://ark-invest.com/big-ideas-2022/
Getting a depth on knowledge on things gives you the stomach to weather the downturns.
She is not a scammer or meme stock buyer
Wrights law is more accurate and powerful than Moore's law.
Join me on Discord: https://discord.gg/sc28FPVyv2
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Timestamps:
0:00 Disconnects
1:50 Benchmarks vs Innovations
3:40 Ark Investments
8:48 Wrights law
Trading is not investing. It's a business and it's not for you.
Book about the top trading machine:
The man who solved the market
How Jim Simons launched the Quant Revolution
https://smile.amazon.com/gp/product/B07P1NNTSD/ref=kinw_myk_ro_title
If a bot program had something that really worked, they would use it themselves!
It was even hard for math scientists.
Don't forget about the fees and taxes which are a killers.
Not only that but it takes a lot of time. The crypto market runs 24 hours per day!
Look for set it and forget it moves.
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Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Timestamps:
0:00 Trading is not for you
1:37 Trading bots
6:00 Holding Eth vs bots
7:05 Trading on the way down
8:12 Set & forget
If you have been following me for a while, you might know that I think trading is completely stupid in the short term.
If you have the urge to trade and find schemes you are an entrepreneur.
Learning by doing is entrepreneurial and not for investing.
As an entrepreneur you should use this energy to start a business.
Investing is about picking something that is great and holding that over the longer term.
Investing gains take 3-5 years. That is too long for learning from doing.
The richest people in the world didn't get there from trading. Many of them are entrepreneurs or long term investors.
Learn from smart people what is going on and what works and then hold for long term.
For your desire to work and experiment start a business
Join me on Discord: https://discord.gg/eEdHwNJ3
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Timestamps:
0:00 Intro
1:45 What You Should Be Doing As An Entrepreneur
2:43 Investing Vs Trading
5:15 Learning By Doing
9:20 Know Your Stuff
11:30 Outro
Scammers are everywhere.
Often they copy my profile, pretending to be me or someone else.
They do this to gain trust before trying to somehow get money.
Usually there will be a slight difference in the name.
I will never message you with an idea or an opportunity.
When I get these calls or messages, I sometimes like to have a little fun with it.
The only place to get my ideas and opportunities will be via this Youtube channel and podcast.
Join me on Discord: https://discord.gg/eEdHwNJ3
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Timestamps:
0:00 Intro
1:07 What I Do
5:00 Outro
How much money do you have that is investable that you don't need for 3-5 years?
It's not about picking one investment, it's about constructing a portfolio, making a plan and being prepared for the future.
What do you already own that you can invest?
Do you have liquid safe cash and risk assets already?
If you have any debt (such as credit card debt), it's important to pay it off.
Another thing to consider is your income and how often you will be in possession of money you can invest.
As always this is not financial advice.
Join me on Discord: https://discord.gg/eEdHwNJ3
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Timestamps:
0:00 Intro
0:52 The Question To Ask
2:05 What I'd Do
I have been talking about Uniswap for a while now - in fact, I was an early user and got in early.
I still like it because it has high levels of usage is and currently the market share leader.
Gary Gensler who I refer to as Goldman Gary in the video, is risky to Uniswap and Crypto because of the decisions he is making and may make in the future as the Chairman of the SEC.
A lot of liquidity providers are not making money on Uniswap which is an issue.
Everything I can see tells me that Uniswap is still good - but I could be wrong. This is not financial advice.
Links to check out:
Uniswap price: https://www.coingecko.com/en/coins/uniswap
DEX's on all chains: https://www.coingecko.com/en/dex
DEX's on Ethereum: https://dune.xyz/hagaetc/dex-metrics
L2 on Optimism Coming: https://uniswap.org/blog/uniswap-optimism-alpha
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Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Timestamps:
0:00 Intro
2:07 Why I like it
6:38 The risks
11:20 Liquidity providers not making money
13:52 Uniswap on Optimism
Originally I recommended the Luna Tera network as a good place to experiment while fees on Ethereum were high.
I no longer recommend that right now because of where it sits on the risk curve.
However, if it does survive this bear market, that would be an indicator to me that it is a strong long term play.
To me the market right now is about surviving and not going for huge gains. I am trying to be conservative and boring.
It's all about managing risks and there are a lot of complexities.
I'm not trying to make predictions, but rather play it safe, waiting for the dust to settle and then see who the winners are.
Remember you want to be able to stay in the game.
Not financial advice.
Join me on Discord: https://discord.gg/eEdHwNJ3
Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Timestamps:
0:00 Intro
0:43 Risks
3:50 What I'm Looking For
5:09 Predictions
7:20 Final Thoughts On Tera
People think it's easy to predict the top and bottom of the markets.
They have the idea that they are going to 'sell at the top', yet it's very unlikely they will.
I made this tweet on Feb 14, 2021 https://twitter.com/DaveLevine0com/status/1361011208870973441
where I advised to "start dollar cost average selling after ETH +$3K".
By following this plan you may have been able to dollar cost average out at a price higher than the market is today.
It's better to be early with a plan than to be late with no plan.
Timing is important and it matters.
Videos referenced:
Video - Plan your Exit Strategy
"https://www.youtube.com/watch?v=XpVbfZV_x2I"
Declared Bull Market running 5/16/2019
https://www.youtube.com/watch?v=tA2uUyVWacU
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Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Timestamps:
0:00 Selling at the top is a myth
0:40 My Feb 2021 advice
4:15 What you could have done
8:02 Timing is everything
People underestimate the value of sleep.
I estimate that working on something for 10 minutes a day for 6 days is better than working on something for 1 hour.
This is because your brain can process what you have learnt.
The same theory applies to learning about crypto.
It's better to be consistent in little bursts over time than to try to do everything at once.
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Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Timestamps:
0:00 Learning over time
2:39 How this applies to crypto
4:15 Do this when you get annoyed
You may have heard that the higher this risk, the higher the reward.
Well this works both ways.
By having a long term view, it can reduce some of the risk - especially as crypto is known to be volatile in the short term.
That is if you make right right investments.
Personally, I believe there are two coins that stands out above all others.
That is because they have been tested over time. Unlike some of these newer coins.
If you have been watching my stuff for a while now you might already know what they are.
I reveal that exact coins in this video.
As always, this is not financial advice.
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Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA
Twitter: https://twitter.com/davelevine0com
Timestamps:
0:00 Risk-Reward Curve
1:15 Investments On The Curve
3:15 What I'm Afraid Of
3:53 These Will Survive (IMO)
Are you new to crypto? Do you have a small portfolio or are you a 'no-coiner'?
A no-coiner is someone who has no cryptocurrency and believes that cryptocurrency will fail.
In this video I cover what I would do if you are a no-coiner or have little of your net worth in crypto.
The current software that the banks currently use is old.
This is about investing in a future financial system. Think of it like an upgrade.
But with that in mind, it would be bad advice to tell you to invest in just any coin out there.
In fact, if you blindly invest in the next meme coin or one your friend recommends, there is a good chance you will be in a worse off position.
That is why, my advice is to keep it simple and begin by investing in the best coins.
What are the best crypto coins to invest in?
Watch this video to find out.
P.S. This is not financial advice.
Timestamps:
0:00 New to crypto?
0:43 What you're investing in?
2:05 My personal pick
3:14 How to start