These spreadsheet analyses breaking down multiple coins against each other are always my favorite videos! great work James as always, helps when deciding what alts to shop around for. Look forward to any content with regard to Layer 1s and 2s
James, you're like a Mullet Haircut, all business up front & party at the back! What I love about your style is no ego, just the most solid info you can muster. Maximum respect James! We all appreciate you!
The best video I ever seen that gives me a lot of understanding about all the popular coins. There is no doubt in my mind that you have the best channel on RUclips. Respect you sir.
Thanks James...surprisingly my gut picked the top ones on your list. Thanks for the second check on this. Mina protocol seems to be getting serious traction too.
Speaking as a patreon member. It's a great place with a lot of good information. If you can get in on the discord level it's my favorite place to talk about investments and opportunities. Lots of great people their full of information. Fantastic discussions to be part of.
The liquidity of HNT is about to get much better as soon as it becomes a Solana SPL token. It'll be traded on more exchanges since it'll be simple for exchanges to add the wallet
Great metric James. Quality as always. Do not be bullied by the tribes. Don't marry your bag! I have moved out of 2 positions because of this video , so thank you.
After last Saturday, I sold all my XRP 01:00 Sunday, Bought MSTR Monday , its my 100%Tax free BTC proxy. thanks for the heads up. The only 1% club I'm in is BTC.
Great video James, Yearn Finance (YFI) has a market cap of 277,784,418 vs fully diluted 277,998,801 and your chart showed a daily issuance if 18k per day (which sounds like it won't take long to reach max dilution)...I don't understand how this shouldn't be a positive since nearly all tokens are in existence...does supply and demand not impact once full dilution is complete? (not sure if thats a thing either is it?) thanks
Us 99% are 100% with you James. There’s always gonna be a miserable 1% in every walk of life. Prolly someone from the WEF who doesn’t want us to prosper. You’re the best
I am sorry to said that but your calculation of inflation is very interesting because you don't take time of the dilution in consideration, so could the calcul with dilution constant in % for the period (fdmc/mc)^(1/nb years) -1, and a calcul for dilution of 2023 or a the with each years coming for the colons.....
I endeavour to do a better job of keeping up on Patreon posts, but I am pleased to be a member and support this very special channel. Is it just me or do these values per DAU seem high for a bear market, particularly active Ethereum?
LOVE, Love, love these educational videos. Thank you James for sharing your wealth knowledge it’s invaluable!!! I can only aspire to be 1/10th as good an investor as you.
James , Great show!! veru much appreciated. AAVE's daily unlocked at $104K means 1,225 ($104200/85) tokens per day will be released. Given that the average daily volume is 112M tokens, I suggest this is really a nothing burger, as you always say! Is that right? You may need to add a column to show the daily # of tokens released as a % of daily average token volume, to give a fuller picture.
Great analysis .. would have liked to see growth of daily active users.. maybe Aptos is growing rapidly.. my guess prob not .. but would have liked to see it. Thank you James, awesome analysis
Good video., keep it coming. A few of your references displayed about 20 cryptos, this is way to much data. The references with 6 to 10 are less overwhelming for the viewer.
Thank you for all your efforts and the epic alpha!!!! For a noob whos only been in the space since May 2021, your vids are incredibly informative, with no hype and no BS... just straight numbers and analysis! (and most important, none of those clickbait thumbnails pulling a stupid face like you just found out your girlfriends actually your 2nd cousin)
Great episode! Can you do a show on John Reed Stark's tweet about 12 examples on how crypto is a fraud and a grift? It could be the ultimate "Challenge You" episode!
James love your work!.. thanks for all this useful information. Can you do a video on Cardano? I know you have stated your stance before but I would like an update on it.
James! Any way you can get Jeff Booth and Michael Saylor in the same room? Would be interesting to see two of the big bitcoin maxis, who nevertheless have pretty different views on where bitcoin is going the coming decades, have a chat
Im loving this content over the last week or so James, like more than my usual 10/10 ! One question: do you think the bad scores for LIDO and AAVE have something to do with them being staking/finance projects?? Do they need more tokens available, honest question. cheers Mike
AAVE and LIDO are both governance tokens which I view as stocks. The more you have the more you get to say about the future of the platform (quick summary I know) with a difference in AAVE also behaving as a loyalty-token. For stocks you could argue there's no need for inflation since digital assets can be fractionalized thus nullifying the need of more. With a loyalty-token there's always a need for more. Look at it as the stamps you can collect at a grocery store to save additional goods or discounts. It would be strange when today you get 1 stamp for spending $15 and tomorrow you'll get 3/4 of a stamp. This could lead to either an abundance or shortage of the token as it's hard to predict how much you actually need each day. You could try to create a mint and burn mechanism to keep inflation in check but from experience, having worked in the loyalty-sector for 11 years, it's like having a vegetable garden. It needs constant attention because of the everchanging climate where moments of neglect can cause a longlasting problem.
@@shagathal5663 so interesting. Thanks, not sure i completely understand. If they are governance and possibly loyalty tokens to liquidity/swap/defi projects... then, does THAT use case mean they need more tokens in constant supply??? I
@@mikecontos9423 No straight answer here. In case of a pure loyalty-token look at for example Airmiles. You buy (stake in case of AAVE and LIDO) products and get rewarded. Airmiles hands out actually miles and not a half or quarter mile so either an out-of-this-world supply at time of inception or minting-mechanism is needed. $AAVE and $LDO are able to do that. I still remember the discussions I had why it wasn't possible to have such an implementation for a loyalty asset like Airmiles since it's digital and not physical. But this brings the problem of MC vs FCMC as weill as the issuance of the rewards. Luckily we are valueing the loyalty-tokens and are trading them while also having burn and mint-mechanisms so a possible scenario where nobody would sell and you would run into a shortage ever happens. The way I see it $AAVE and $LDO only have value due to their governance-part as Airmiles never hold any value and wasn't traded legally as to my knowledge. I hope I was able to give you a better understanding of my view!
MC/DAU has never worked for now. The MC system is incorrect, you should know this already by now. Also you can have a million DAPPS but is anyone using them is another question, so for now, your system does'nt work. Crypto is more fanatical and store of value for now, and that works.
Glad to be a patron member! I feel it is a great value for the small monthly rate. ✌️👊👏😊🙏
Awesome, thank you! Cya on the inside.
These spreadsheet analyses breaking down multiple coins against each other are always my favorite videos! great work James as always, helps when deciding what alts to shop around for. Look forward to any content with regard to Layer 1s and 2s
So welcome 🙏
Finally able to join your Patreon, now I have lots of catching up to do. Much respect. Thank you James. Did the annual, committed.
ALL of your KPM videos have impact with us sir! Keep shining that light!
Thank you James
Wow, thank you
You watched sin city crypto yesterday, didn’t you?
James, you're like a Mullet Haircut, all business up front & party at the back! What I love about your style is no ego, just the most solid info you can muster. Maximum respect James! We all appreciate you!
Thanks for shedding light on the market James and hope you keep doing videos like these.
More to come!
Learnt more in this video than any other vid you or anyone else i watch has put out! Please do more like it! Appreciate you sharing your knowledge
Best channel ever on U Tube, I learnt a lot from you James, proud to be your patreon and thank you for your efforts to educate us consistently.
The best video I ever seen that gives me a lot of understanding about all the popular coins. There is no doubt in my mind that you have the best channel on RUclips. Respect you sir.
Highly recommend joining James' Patreon - Extremely useful updates and info. 😊
Excellent as always James I love the soothing sound of your show always makes me realize that the future is bright 🌞🌞
Thank you kindly
I never really thought too much about the fdmc, thanks for the lesson 🤝
Happy to help!
It is a pleasure to be a patreon member for such a valuable information and an amazing community . Thanks James for putting this together.
So happy to hear that. We work tirelessly 24 seven.
Thanks James...surprisingly my gut picked the top ones on your list. Thanks for the second check on this. Mina protocol seems to be getting serious traction too.
Good stuff!
James what is the inflation rate of FTM?
James, I really appreciate your efforts to bring logic and data to a space currently ruled by emotion and irrationality!
Absolute high value content! Much appreciated. Could you elaborate a bit more one some specific tokens like Chainlink?
Thanks for all your research, and giving us different angles to look at before deciding what to invest in!
Glad it was helpful!
Speaking as a patreon member. It's a great place with a lot of good information. If you can get in on the discord level it's my favorite place to talk about investments and opportunities. Lots of great people their full of information. Fantastic discussions to be part of.
The liquidity of HNT is about to get much better as soon as it becomes a Solana SPL token. It'll be traded on more exchanges since it'll be simple for exchanges to add the wallet
No idea why the video on Saturday was offensive, it was very informative!
Great metric James. Quality as always. Do not be bullied by the tribes. Don't marry your bag! I have moved out of 2 positions because of this video , so thank you.
After last Saturday, I sold all my XRP 01:00 Sunday, Bought MSTR Monday , its my 100%Tax free BTC proxy. thanks for the heads up. The only 1% club I'm in is BTC.
Great video James, Yearn Finance (YFI) has a market cap of 277,784,418 vs fully diluted 277,998,801 and your chart showed a daily issuance if 18k per day (which sounds like it won't take long to reach max dilution)...I don't understand how this shouldn't be a positive since nearly all tokens are in existence...does supply and demand not impact once full dilution is complete? (not sure if thats a thing either is it?) thanks
Us 99% are 100% with you James. There’s always gonna be a miserable 1% in every walk of life. Prolly someone from the WEF who doesn’t want us to prosper. You’re the best
Excellent info James ! My personal goal…. No rug pull coins or ponzi coins !
Excellent video. We need more inflation statistics like this.
For example this is the first place where I finally see Kadena inflation numbers.
Well said
Some inflation rates are scary as F***
I always learn so much great information from you James! Thank you for all the hard work you put into the numbers for us!
This kind of content some your absolute best man. Seriously.
I am sorry to said that but your calculation of inflation is very interesting because you don't take time of the dilution in consideration, so could the calcul with dilution constant in % for the period (fdmc/mc)^(1/nb years) -1, and a calcul for dilution of 2023 or a the with each years coming for the colons.....
Absolutely found tremendous value in this video. Thank you James
great you talk about fdmc, it is a metric most don´t seem to look at or understand.
I endeavour to do a better job of keeping up on Patreon posts, but I am pleased to be a member and support this very special channel. Is it just me or do these values per DAU seem high for a bear market, particularly active Ethereum?
Hi James, serious question: what do you think of TAP and it’s token XTP.
Do you think it has a future?
Looking forward to your reply.
Best regards,
Where did you get your active users numbers from?
How can we know if certain networks are cooking their numbers?
Kpm! This is kps! Had to pause and rewind I couldn't keep up. Thanks for all the info I don't know how you find it all! ❤️🙏
You are so welcome
"A lil guy like me on the internet" 🤣IA has 442K subs, you have way more influence and voice than you think James! Keep being humble!
great content, pls can you also share unlocking "date" on those tokens will be helpful. thank you
Thanks helps me to pick out my holding better
Kudos James, keep keeping it 100% as usual! 🙏🙏
Thank you very much James!!
Increíble ... Puedes por favor hablar sobre el IRS ??
James I love your honesty ignore the idiots out there please keep giving us the best break downs on you tube for crypto and stocks
Great content. Now that there's a way to identify the worst garbage, which exchange allows for the purchase of put options to capitalize on this?
Great, fantastic video. This is the best kind of knowledge, the kind that makes people free. Thank you for your work!
Hi James would love to see a price update on matic given all the developments they have had over the last year all the best
Sorry if I missed it in the video, where do you get your DAU numbers?
LOVE, Love, love these educational videos. Thank you James for sharing your wealth knowledge it’s invaluable!!! I can only aspire to be 1/10th as good an investor as you.
Thanks for the info.. I was wondering Why KDA has unlock when it is a POW? any thoughts?
Can't wait to watch this one later. I will be taking notes. Great content and thanks for sharing!
James , Great show!! veru much appreciated. AAVE's daily unlocked at $104K means 1,225 ($104200/85) tokens per day will be released. Given that the average daily volume is 112M tokens, I suggest this is really a nothing burger, as you always say! Is that right? You may need to add a column to show the daily # of tokens released as a % of daily average token volume, to give a fuller picture.
Damn I learned a lot in this video, thank you
Great analysis .. would have liked to see growth of daily active users.. maybe Aptos is growing rapidly.. my guess prob not .. but would have liked to see it. Thank you James, awesome analysis
Good video., keep it coming.
A few of your references displayed about 20 cryptos, this is way to much data.
The references with 6 to 10 are less overwhelming for the viewer.
Really appreciate all your effort , my family are your biggest family fans
The Villalobos !!
Thank you for all your efforts and the epic alpha!!!! For a noob whos only been in the space since May 2021, your vids are incredibly informative, with no hype and no BS... just straight numbers and analysis! (and most important, none of those clickbait thumbnails pulling a stupid face like you just found out your girlfriends actually your 2nd cousin)
Would you mind taking Fantom along in your sheets? Or arent you bullish on fantom if so, why not?
Really good insight James thank you for that and to the support guys
Hows about those Tesla Earnings!!!!! Let's hope the pump doesn't get faded, Bears are out in full force!!!
wish I could post a chart, but 147 now - tomorrow north of 150 :D good times at last.
@@InvestAnswers It's nice when hard work pays off right? You took a lot of poo from a lot of people, you deserve the win my friend. Good work.
Great work Excellent, Excellent, Excellent - Thanks !!!
THANK YOU JAMES❤🙏
I would imagine James there are alot of you tubers using your info and claiming it as there own, you are the man as always!
Really enjoyed this video! Would love to see more videos like this, thank you!
You got it!
Awesome content! Thank you James!
Thank you James
you're welcome
Great episode! Can you do a show on John Reed Stark's tweet about 12 examples on how crypto is a fraud and a grift? It could be the ultimate "Challenge You" episode!
Insane alpha, my friend! What else do you share in the paid section? I'm thinking about it.
excellent insight thanks James
You are truly the numbers man. Impressive stuff James
glad you enjoyed it
Excellent video maximum KPM thanks James
What's your thoughts on Avalanche once its partnership with Amazon is fully up and running?? How will it change your daily user ratios?
Keep being you and do what you do! I love the content!
Thank you! Will do!
James love your work!.. thanks for all this useful information. Can you do a video on Cardano? I know you have stated your stance before but I would like an update on it.
Thanks James, that was packed with information .
Glad you enjoyed it
Money math freedom = edutainment 💯✌🏽💯 thanks Boss J
Mr Khan, thanks for always being here. Much love!
I try my best Boss J 💯✌🏽💯
Whats FDV of coins with unlimited supply?
Cosmos will extract value from its ecosystem Dapp chains, so a unique case there
Much appreciated James!
I enjoy that come out fighting spirit more of that.
Great work James! Thanks
Glad you liked it BATMAN!!!! 😊🙌
I’m positive it was all you James❤
James! Any way you can get Jeff Booth and Michael Saylor in the same room? Would be interesting to see two of the big bitcoin maxis, who nevertheless have pretty different views on where bitcoin is going the coming decades, have a chat
Thank you, James :)
One of the best videos you’ve made. Learned a lot from this one fr
Appreciate that
Thanks a million James 🤠
Thank you for an amazing content. The more I watch your channel the better the content gets.
I appreciate that!
LTO Network is a winner 🙂
Do you think their will be a crypto bull market starting in a few months?
Yes 👍
@@InvestAnswers THANK YOU, BUDDY!!
@@johnclark7973 check out the crypto quant article today
Thanks James
Seems to be a lot of buzz around Cosmos but it seems a little complicated to sum up.
Awesome video James, this is such valuable content!
Glad you think so!
Great crash-course (pardon the pun) on the basics, James ! :D
Thank you good sir for valuable content !
Matic, Near protocol top
Brilliant Numbers.
Really great stuff, amigo. Thank you.
Im loving this content over the last week or so James, like more than my usual 10/10 ! One question: do you think the bad scores for LIDO and AAVE have something to do with them being staking/finance projects?? Do they need more tokens available, honest question. cheers Mike
AAVE and LIDO are both governance tokens which I view as stocks. The more you have the more you get to say about the future of the platform (quick summary I know) with a difference in AAVE also behaving as a loyalty-token. For stocks you could argue there's no need for inflation since digital assets can be fractionalized thus nullifying the need of more. With a loyalty-token there's always a need for more. Look at it as the stamps you can collect at a grocery store to save additional goods or discounts. It would be strange when today you get 1 stamp for spending $15 and tomorrow you'll get 3/4 of a stamp. This could lead to either an abundance or shortage of the token as it's hard to predict how much you actually need each day. You could try to create a mint and burn mechanism to keep inflation in check but from experience, having worked in the loyalty-sector for 11 years, it's like having a vegetable garden. It needs constant attention because of the everchanging climate where moments of neglect can cause a longlasting problem.
@@shagathal5663 so interesting. Thanks, not sure i completely understand. If they are governance and possibly loyalty tokens to liquidity/swap/defi projects... then, does THAT use case mean they need more tokens in constant supply??? I
@@mikecontos9423 No straight answer here. In case of a pure loyalty-token look at for example Airmiles. You buy (stake in case of AAVE and LIDO) products and get rewarded. Airmiles hands out actually miles and not a half or quarter mile so either an out-of-this-world supply at time of inception or minting-mechanism is needed. $AAVE and $LDO are able to do that. I still remember the discussions I had why it wasn't possible to have such an implementation for a loyalty asset like Airmiles since it's digital and not physical. But this brings the problem of MC vs FCMC as weill as the issuance of the rewards. Luckily we are valueing the loyalty-tokens and are trading them while also having burn and mint-mechanisms so a possible scenario where nobody would sell and you would run into a shortage ever happens. The way I see it $AAVE and $LDO only have value due to their governance-part as Airmiles never hold any value and wasn't traded legally as to my knowledge. I hope I was able to give you a better understanding of my view!
Excellent . love your work.
Priceless info Thanks James! ❤️
My pleasure!
MC/DAU has never worked for now. The MC system is incorrect, you should know this already by now. Also you can have a million DAPPS but is anyone using them is another question, so for now, your system does'nt work.
Crypto is more fanatical and store of value for now, and that works.