FRIDAY LIVE
The opinions expressed in the video are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security or investment product. It is only intended to provide education about the financial industry.
Takeaways
EIB €100 million in digital bonds on Ethereum
It is a test
Proves crypto offers better settlement, custody and transfer for the global bond market
ETH Massively Dominant
Takeaways
After bond issuance it is safe to say ETH has under 1% of Global FS Revenue
Handling 1% of Global FS = $40K
Other use cases not included
ETH Valuation Model
% of Global FS Revenue
ETH Share of FS
Share of Global FS Revenue
ETH MktCap
ETH Rev Multiple
# of ETH
ETH Price
$15,345,870,652
$318,458,308,152
28.29
115,670,000
$2,751
0.10%
$22,515,000,000
$467,232,454,281
20.75
115,670,000
$4,039
0.50%
$112,575,000,000
$2,336,162,271,405
20.75
115,670,000
$20,197
1%
$225,150,000,000
$4,672,324,542,810
20.75
115,670,000
$40,394
5%
$1,125,750,000,000
$23,361,622,714,050
20.75
115,670,000
$201,968
10%
$2,251,500,000,000
$46,723,245,428,100
20.75
115,670,000
$403,936
20%
$4,503,000,000,000
$93,446,490,856,200
20.75
115,670,000
$807,871
25%
$5,628,750,000,000
$116,808,113,570,250
20.75
115,670,000
$1,009,839
50%
$11,257,500,000,000
$233,616,227,140,500
20.75
115,670,000
$2,019,679
100%
$22,515,000,000,000
$467,232,454,281,000
20.75
115,670,000
$4,039,357
Concept Credit: James Wang
Takeaways
Capo predicts eth going to 0.1 BTC. Currently 0.05
If BTC goes to $100K and 0.1 ETH is ratio means ETH = 10K
ETH Could Go To 0.1 BTC
Concept Credit James Wang
Takeaways
Dec 2021
Key term here is “fade in Dec”
Range $300,000 to $400,000
Next 6 months will be telling
Bull Run End Date
Takeaways
2013
2017
?
Or
54x
13x
1x
BTC Annual Candles
Takeaways
MBT 1/50th size
Old future was 5 BTC
New future is 1/10th of a BTC or 1/50th
BRR is 50K ie price futures contract is 5K
Nearest 6 mths + 2 Dec contracts
Expiring last Friday of month and settles in cash
Micro Futures
Takeaways
Jinxed
Different this time
$1000 off March close
Setting up for a great May/June/ July
April Slight Red Candle
Takeaways
FB was a fakeout
CZ is pumping the rumor
Cash on BS 363,000,000,000 Chinese Yuan = $56,066,105,040 US
More Treasury Rumors
Takeaways
Barrick Gold – buy a bucket of GOLD!
Returning capital to shareholders 750M
Don’t have Gold on balance sheet
They sell it for FIAT as quick as possible
Barrick hates gold
They make 50% margin on it and sell it as they do not believe it is money
Gold FUD
Crypto is Freedom
More Crypto Money
Want more?
(you know what to do!)