Understanding the market

Walk you through today's news. So yesterday the fed announced their reaction to the current depth spiral in the world. And their reaction was as expected. We continue create depth. We create pump up, uh, a fake, a fake strength that is not there until we can. That is the design of the economy right now. So first of all, we have to understand debt markets. Now, the debt markets are much bigger than equity markets and the smallest market is the crypto markets. So let's understand that debt markets. That's why on this channel, we will study macro economics study the big macro experts like row hall and others. And we will share with you what we are learning. Then we will study the equity markets cause that's the second biggest. And then we will study the crypto market in the crypto market. We will share our top 10 with you and we will share life what we are buying, what we are selling.


And we also have a newsletter if you want get direct, uh, email about, uh, when I'm buying, when I'm selling subscribe to the newsletter with the link below strategy, sprint.com. All right, let's see what happened. Since yesterday in the last 24 hours, we had a rebound after the fed speech. There is good news because if you are holding the top 10 that are in our demo portfolio, four of your coins are the fastest rebounds. And what does that mean? That's pure resilience, pure resilience. So Delphy digital has even created a chart. Thank you, Delphi digital. And you can see here. Number one, a number two is the orange one, Solan number three, the blue one, polygon magic. And number four is light green lo. Now Luna is our newest entry in the top 10. It's just three weeks in our new top 10 for 2022.


And here we go. These are the four most resilient, fastest rebounds. That's one very important data point on your 10 point checklist that we should air with you. And, um, then that you can download and strateg print.com if you don't have it. So in your portfolio, these four are, this is one data point out of 10, but it's one very important data point because it tells you they are resilient when everything is against them. The are the first one to whoop rebounds again. And that is strength. Strength is not being up all the time. Nothing is up all the time and especially not in crypto crypto sprints, sprints up and then consolidation, consolidation, consolidation, and then it's, um, correction minus 20%. And then it's consolidation consolidation, sprint up, correction, consolidation, consolidation, sprint up correction. This is, uh, the crypto world. It's not a linear line up.

The development activity

It's it's highly volatile, sprints up consolidation crashes, sprints up consolidation crashes, and um, short term. They're not predictable long term. We know where Bitcoin is going and we know where Ethereum is going. And then we can start betting where Solana is going. Rest is really just watching what happens. And one of the thing that happens is the rebound from weakness. So here it is. So let's talk avalanche because there is really reason to have a good look at avalanche. Let's look at one more, which is, so this was after power speech, the rebound, and like let's look at development activity because one of the leading indicator to the lagging indicator price. So later you will know the price, but first you can watch, where is the money going? And where is the at tension going now? Number of developers, developers put in their time, it's their equivalent of money.


They put in their time to things that according to them have future. And they understand crypto because they build it. So, uh, when they say I'm using avalanche and I'm not using something else, they vote with their feet. So we always look at where do developer flock to where do they go to, what do they vote with their feet? And the number of developer here September, October, November, December is heating up a lot. This is not just growing. This is an exponential curve. And you know what happens when growth is exponential, exponential growth versus linear growth. If you don't know it, linear growth is 1, 2, 3, 4, 5, 6, et cetera. This is when my kids ask me how much is the minute? Yeah, it's 60 times. 60 times one. Uh, okay. That's linear growth, right? And then you have exponential growth. That's when you are sitting and watching a, a game and then it starts raining onto your head. 1, 2, 3, oh, Dar link. I think it will rain. I think we have to move six, seven. Oh yeah. Let's get prepared to move 8, 9, 10, and then it's still, oh yeah. Okay. Let's prepare to move. And then you start preparing, you start moving and then


2020, 2,222,000 that's exponential growth. And, um, one example that we all know, right? So slow, slow, slow, slow, slow, slow, slow, exponential. That's the difference let's look at retail is us. The, the small budgets, the, the people who put in, we are not institutions and we are not the big movers, but just the normal people putting in their money because everything else is not bringing yield. So of course, we move to crypto retail, share of volume on coin base. The clients and institution is still the biggest one. And another thing that I wanted to share with you is that the bank of America has entered the game. Where is it? Bank of America impressed a launch scaling capabilities. So bank of America, this is the moment where, you know, the bridge between the legacy world and the crypto world starts really, um, to be built.


They, um, they have highlighted that the TBL is so high since, and the defi is crashing that inside of dish defi, um, the role of avalanche is strong and they mentioned also the Deloitte partnership. Deloitte is one of the biggest four, um, accounting firms worldwide. And they have now a corporation with avalanche. So bank of America, Deloitte, the legacy world bridging the crypto world. This is where the magic starts to happen. Because as long as it's a nerd game in a nerd universe, nothing will happen. But when the two worlds, the, the big real world and the small hour, small crypto world, when we start building the bridges, this is where the magic will happen because then the two worlds come together. This is where we get movements. Um, yeah, that's another moment that I wanted to share with you. Now, some of you said some amount of money, uh, I don't have any dry powder anymore.

Increasing your revenues

I have nothing to best anymore. So for you guys, because you know, you need three systems, the revenue system, the saving system and the investment system. And so if you're out of dry powder, uh, let's go to your revenue system, right? I have something for you. There is the growth festival coming up and the festival is really all about how you can improve sales. How can you build the revenue streams that you really need? So there will be nine master classes and a book, the nine master classes, and it's in 36 days. And right now it's, it's a screaming bar, 29 bucks to get nine master classes. The nine master classes are about the nine hard things to solve. These are how to market, how to sell, how to onboard a client, how to deliver a wow experience for a client, how to do a customer journey, how to create landing pages that convert all these goods things, how to hire, how to fire, how to create a good culture.


And there will be the nine experts talking about the hardest thing, how to sell, how to lead, how to adapt, et cetera, how to see around corners. And, um, on top of that, you will have one book, uh, which is my first book. And it's pretty cool. John Lima says, it's the blueprint that will ensure your company becomes on fire. And he knows what he's talking about. And then near a yell, the other of hooked and intractable, some of the coolest books I've ever read, he says, growing your business, but also enjoying your life. This is what the strategy sprints method offers. And the book is really about the whole strategy sprints method that in the last 18 years has double revenue, quadruple revenue in just three months, four hundreds of companies. And you will see the hundreds of companies on that side. So growth festival, that's strateg, sprint.com/growth minus festival.


If you need to increase your revenues, do it because with these revenues, uh, you can invest more into the things that are coming up here back to defi. There is another super interesting moment about avalanche that makes me Polish. And if you remember, we went here even last year, avalanche was on our top 10. We went into avalanche quite early, and we were happy with avalanche at that time. But then also we were quite Fri quite frustrated because it didn't continue that way. And so there was a month where I told you I'm reviewing. If avalanche will qualify for the next top 10 round, the 20, 22 top 10 round, I am not sure they need to show me so avalanche and Phantom were on our watchlist. And, and, ah, let's see if these guys qualify for the next round being in our top 10. And I was almost selling well, look, it's funny.


Everybody is read right now. This is right now, December 17, everybody's read in their green, in the midst of us talking about avalanche. That might be the news, but they're just the strongest rebounder. These guys are resilient, but I wanna go back when I was almost selling them. And I was telling you that I'm watching if to sell and at that time, and I'm still am I am, uh, how do you, I don't remember how they called them, but one of the committed people who has staked, so I've committed to keep it in there for 12 months. So that was September when I committed and I have, um, committed until SEP 20, 22. So I cannot move it. I cannot touch it. And I told you that it was a mistake from my side, because as a strategy advisor, you always want decisions to increase your range of action, your range of possible options.


You never want decisions to the increase, the amount of possible options that you have. You always want your action radios to go wide, to have more options. And so it was technically a mistake that I have committed for 12 months, but I wanted to support the project. And I wanted to, you know, help increase their TDL because if, if nobody, uh, does that the project cannot work. So contribution to the project. On the other side, I would have sold them. And it's good that I didn't because look, they are rebounding. They're showing strength. The legacy world is seeing them legacy world is desperately trying for entry points. They need to have strong horses because they have all their money. Bonds, bonds are bonds and gold, you know, gold minus 6.5% silver bonds, nothing is working and people are desperately searching for yield. The SCC has not regulated equities yet.


Um, has not regulated cryptos as equities yet. So it's hard for institutions to really come in with both feet into the crypto world. So they're just desperately looking for something that is, uh, investible. And, um, our lunch seems to be one of those things that they're looking at. It's a layer one it's decentral enough. It's secure enough. It's validated enough. And, um, yeah, many reasons to be bullish. There is also lot of stuff happening on trader Joe, which makes me bullish because that's where the metaverse comes in. Let's go to trader Joe a project quite interesting in itself.


So decentralized app that does everything. It does landing. It does, uh, farming. It does pooling. Why is it so hard to find trader Joe for me right now? Maybe write it together. Or maybe I write trade a Joe crypto. I don't know. Let's find the let's find trader Joe somewhere else. Here we go. Trader Joe decks, trader Joe solves some really good, really hard problems, how to land, how to pool my money, how to farm, how to trade and it a, a decentralized application that solves all of that. And look, what's going on top. Caners a right here. So space that I'm watching closely because it's, it's a metaverse play. And, uh, it's a platform for metaverse. So trader Joe, I will do a, a whole video on that and there's a lots of stuff go going on here, but I'm running late. It's 15 minutes already. Um, this is my video about avalanche and the current state of things. If you wanna consider it for your top 10, and now you have a little bit more of information, keep rolling everybody.