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

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