Token Metrics Daily Podcast
Listen to the Token Metrics Podcast for insightful crypto market analysis, the latest news, and trend forecasts. It's your go-to source for staying updated in the dynamic crypto world.
Token Metrics Daily Podcast
AI Picks Top 10 Crypto Coins of the Month | Token Metrics AMA
Ever dreamt of mastering the crypto realm but felt overwhelmed by the complexity? Fear no more as we illuminate your path to informed crypto investing with the power of AI! In this thrilling episode, we unpack Token Metrics, an intelligent crypto platform that blends data, AI, and media to craft optimized portfolios. We thoroughly examine its NFT dashboard, Token Metrics TV, and our AI chat bot that answers your burning crypto questions. We also engage our audience, picking their brains about their top coins of the week and contrasting various tokens, identifying the most promising trading prospects.
Ready to dig into the world's most riveting cross-chain protocols, bridges, and crypto investments? We've got Chainlink, Pepe, and Arcam on our radar, along with GameSwift, a game-changer in the Web3 gaming space. Stay tuned as we unpack Bybit IDO and reveal the investors backing it. From there, we navigate the intriguing landscape of Connick Finance and Bankor, highlighting their unique offerings and potential. A bonus for gaming enthusiasts, we also take a tour of League of Kingdoms, a gaming and metaverse project supported by an impressive list of investors.
In this crypto rollercoaster, we dive into the uncertain territory of gambling and trading bots in crypto and the derivatives market. We take a closer look at Rollbit, a market leader in gambling, and potential game-changers like Uni Bot, Open Exchange Token, SmartX, and others. We also forecast the value of Polygon, exploring its potential of becoming the 'Ethereum of the crypto world'. And to wrap things up, we spotlight our innovative AI Chatbot and how it could revolutionize decision making for crypto investors. Join us as we journey through the digital currency landscape, figuring out the best ways to navigate the crypto world.
Crypto presents exciting new opportunities for the investment minded, but it's also volatile and accelerating in complexity. That's why we created Token Metrics, an intelligent crypto platform backed by an industry-leading combination of data, ai and media that feeds optimized portfolios to crypto investors. Featuring Token Metrics ratings to help you find the best investment opportunities in real time. An indices page that showcases various model portfolios and deep insights into price predictions and technical analysis. A dedicated NFT dashboard that evaluates NFT collections and assets by our machine learning algorithm to find the most profitable and secure NFTs across all available blockchains. Plus, with access to Token Metrics TV monitor, 24-7. Exclusive crypto news and analysis. Whether you're a first-time trader or a seasoned crypto investor, you can stay informed and in control, backed by your all-in-one crypto companion, token Metrics.
Speaker 2:Take control of Token Metrics today at tokenmetricscom.
Speaker 1:We just landed on the moon in the lab.
Speaker 2:Welcome, welcome. I'm very, very excited for this stream. Get to be back. I hope you're all doing well. We're going to be answering lots of your questions during this AMA and also going through and sharing our top 10 coins for the week, for next week, for trading, then also answer your questions on, as you guys like to ask, what's the next 100x? What do we like long term? Definitely, make sure to tell us what you think in the comments down below and tell a friend to tell a friend. Not being in crypto, not being on the stream, is a financial crime. Yes, it is, because we're giving away the alpha.
Speaker 2:Let's see who was first on the stream. Bullrunner hey, what's up. Get to have you here. Marcus, what's going on? J-dog in the house. Eddie P In the house. Greetings from Elkins Park. Bk. Crypto in the house Hola, get to have you here. All right, let's pull up the Mentimeter here. Okay, so I'm going to go full screen, go to menticom, put in the code 37422201 or just scan this QR code and then go to this Mentimeter and vote on top coins of the week and also the questions you want us to answer the most. Be sure to follow us on social on Twitter, on YouTube, on Instagram, linkedin, facebook and our podcast.
Speaker 2:All right, so on today's agenda, we'll go through coins of the week. We'll go through top five coins of the week as well, based on the platform and the chat bot, and also do the AMA. And, if you've not heard, this week we have rolled out our chat bot to advanced plan users, so now both advanced plan users and premium users have access to our AI chat bot. Token metrics GPT for crypto. So this is basically chat GPT for crypto. You come here, you ask the questions. I've been asking questions prepping for this stream because I know people or it's not as good as the top coins to look at, but basically this is chat GPT for crypto using the token metrics data. You have this in your hands if you're on the advanced plan and the premium plan. But, yeah, definitely go check it out, tell us what you think.
Speaker 2:But with that being said, let's start. Let's go back to the agenda and actually hop into coins of the week. So, looking at the trending coins of the week, tell us what you think. The options are Pepe, chainlink, arkham, stellar, synthetix or Babydosh 2.0. So, out of these six tokens, which ones do you like the most for next week. So, actually, here I'm going to actually turn this into a prompt and let's see if the chat bot can actually help us answer this. So just give me one minute. Here I'm thinking something like which of these tokens is best to trade over the next one week, and I'll give it a list. So I'll put Pepe Chainlink Arkham, which is the new Binance LaunchBad token for the blockchain on-chain analytics platform.
Speaker 2:We talked about the thing about last week. People have been calling us DocsToEarn, paying people for bounties to DocsToEarn on-chain. I'm not sure how I feel about that. All right, then we got Babydosh. So let's actually see if our AI chat bot can answer this question. I always like testing stuff out live, all right, so let's get to the chat bot. I'll come back to these other prompts. Actually, I think I can just open up a new tab. It might be easier, so I don't lose my place with everything else. Yeah, so I'm going to open up a new tab with the chat bot and we're going to try this out live and see what is the coin of the week.
Speaker 2:So, basically, which of these tokens is best to trade over the next one week? I don't want that. So we've got pipit chain link, r-cam stellar synthetics, babydosh, to find out. So let's see, is the chat bot going to get this, or are we going to stump the chat bot, all right, so saying the best token over the next week is Babydosh? Huh, ok, actually, I was expecting a more informative answer, not just the price prediction. Ok, let's see. Let's say, based on TM trader grade. Let's see if this gives us a different answer. Yeah, basically saying it's not a much more advice. So, based on TM trader grade, it likes chain link. Ok, let's actually say something else.
Speaker 2:Let's say let me change the prompt. Compare these tokens based on TM trader grade and TM. I'll just compare these tokens. Let's keep it short and see what it says. Ok, that really stumped it. Ok, let me let's try this again, same thing as life Compare these tokens based on TM trader grade. Ok, you're not liking the dashes, all right, so tell me what you think.
Speaker 2:Jdoc says link. For sure, the chat bot is Degen, all right. So it likes chain link again. Oh, ok, here we go. All right, so let me actually save this prompt. This is the prompt. This is what I was looking for. So the AI is still learning, hence why it's in alpha. All right, there we go Now. It didn't give me all the tokens. I guess some doesn't like, but I'm going to save this. I'm kind of creating a list of prompts I like, all right.
Speaker 2:So basically the prompt was compare these tokens based on TM trader grade. So we had pipa chain link, r-cam, stellar Synthetix, babydosh 2.0. It says basically, number one chain link TM trader grade of 86%. Chain gain trader grade of almost 8% and it's up 15% in the last one week. So it's liking that. Then it has R-CAM number two. It looks like it. Yeah, so R-CAM number two Trader grade of 68%. I'm surprised it has R-CAM, because R-CAM is a new token. Technically, we should not have that data. Let me just check something real quick. I guess we do have this data Because typically we need like 90 days worth of price action. Ok, interesting, ok. So, wow. So the chat bar is giving us data that's not even yet live on the site, because typically we don't show. Ok, well, I'll talk to our team about that, but anyway. So trader grade 68%. Chain gain trader grade almost to zero. It's up, oh, it's down almost 20% in the last one week.
Speaker 2:There's launchpad events, vc pump and dumps, basically low-float projects. Don't buy them early. You typically get wrecked. You wait until the hype has died down and then you can maybe begin to accumulate or wait for tokenomics to improve. That's typically better. Then we've got stellar 76%. Change in price is almost 18%, which is pretty good. We've got Pepe. Ok, it has none. We should not be showing this. If it has none, then Pepe is down to 18%. Let's do this. Let's say, insert by cam trader grade OK anyway, it looks like it's getting stumped.
Speaker 2:But anyway, that's the list. Now let me go back to these other prompts. So before, based purely on price prediction it's like in baby doge. Based purely on everything else chain link. Now chain link did have some news from Ethereum ETHCCC. Let me pull up the news, actually, because chain link seems to be working on improving their tokenomics. What's the chain link official? Ok, so this is one. Ok. So basically, this article from the blog We've got chain link co-founder wants to bring $300 into crypto from banks. Then he goes on to say basically, chain link co-founder Sergey Nazarov has a bold vision that banks will build their own blockchains and may adapt its newly launched CCIP protocol to connect them. He anticipates this could bring a lot of information into the space. So, basically, chain link launched its cross chain interoperability protocol just a few days ago and that is basically the recently launched protocol. It serves as a technical infrastructure designed to transfer tokens from one chain to the other. It leverages chain link network, which has the history of providing reliable data to blockchains.
Speaker 2:Yeah, as I'm actually a post on this, I want to go straight to the source CCIP. Here we go. Ok, we're going straight to the chain link website. So I mean, is this going to be a fundamental catalyst for chain link to improve and get better? Now, I was part of the ICI back in 2017, but I didn't hold that long, unfortunately, and so, basically, chain and cross chain interoperability protocol has entered the main early access phase on Avalanche, ethereum, optimism and Polygon blockchains. All right, just like Web 2 needed TCPIP to connect isolated islands computer networks, web 3 needs an interoperability standard to connect islands of blockchain networks.
Speaker 2:Ok, so we've got this diagram. Let me see if I can zoom in here. So, ok, chain link CCIP. So you've got a source blockchain and destination blockchain. I'm trying to see is this really needed until lots of bridges and other protocols that help transfer value across chain? Ok, so it says developers, applications and enterprises can use CCIP to unlock a variety of use cases, such as cross chain tokenized assets, cross chain collateral, cross chain liquid sticking tokens, cross chain NFTs, cross chain account abstraction. Ok, now they're also entering the cross chain space. But do we really need this? That's the first thing comes to mind, because there's lots of bridges out there and lots of cross chain products. What we like, the low cap, is a seller network. We've covered that in the past. Then you have others and there's bridges like wormhole and others, but this is becoming a very crowded space, even cosmos and the whole ecosystem. But OK, they're definitely interesting. If we go back to Mentimeter, the community and the audience still believes in Pepe. I'm surprised Pepe is going strong.
Speaker 2:If we go to Pepe, let's actually let's compare Pepe and Chainlink in more detail. Let's see here, compare Pepe and Chainlink. Pepe is a meme point, so that would not be my initial preference for anything long term, but if you're trading it, maybe, although it is down 15% or 16%, so that's worth noting. Ok, let me just refresh. Looks like I need to refresh. It's giving me the old answers. Let's try this again. So I'm actually a moin client for Chainlink.
Speaker 2:Chainlink is a nice and safe play for trading. You're going to get rich and it will pass 24 hours. So it's trending upwards and you have a big fundamental shift. We actually go to our platform here and pull up Perpe. I'll give you my analysis. Yeah, not much, because it's a meme coin. Investor grade is actually up. It's in the buy zone Up 80 and 1.5% in the last one week, about 19% in the last one month. Now if we go to link, I mean 20% to 86% is trending up. It's in a strong buy. Investor grade as well is trending up almost 8% currently in a buy.
Speaker 2:I would go for link. It's a nice and safe play. Obviously, nothing is fully safe in crypto. You can always get wrecked. But if I was trading for the week or even possibly thinking of accumulating a large cap, a high value play, I would say a low risk play. I would say low returns, low risk. Chain link to me would be it Market cap ranking of 22. Nice and steady, so I would go with chain link.
Speaker 2:Arcam that we've covered it last week, but let's actually let me use CoinDekka for Arcam. So this is why you're typically one of avoid products that just newly launched. So over half a billion dollar FTB 644 million FTB market cap of 96 million. So only 15% of the supply is liquid. So it's a very low flow project and, looking at this, it's up 11% in the last 24 hours From the all time highest down 20%. Like. Honestly, if you're trading this, you have to just use TA or technicals. But apart from doesn't really have this yet, because typically we wait for about 100 days or so of price action before we give it a trade grade. But right now, actually, it is available via the chatbot. But that's what I would go with coins of the week. Let's see what the audience has to say.
Speaker 1:Is it possible to play 100x 100x?
Speaker 2:Actually, maybe I should add it here. I don't think I have it here as a soundbite, but I could add it. Thanks, Ian, for Gswift 5x from PrivateSell. Oh wow, Is it trading already? It's actually segue real quick. That was one of our fund investments, Gswift.
Speaker 1:Yeah.
Speaker 2:I'm not saying it here but honestly, not to sidetrack, but GameSwift is going to be 100x. I'm calling it right now Not to tilt our own horn, but on the fund side we got in like because seed valuation was $12.5 million and I think I might have covered this on Web, but I'm not sure if I did. But I'll tell you why I'm bullish on GameSwift. I'm going to do a sidetrack real quick. Obviously, our fund is invested. If you want to follow our fund's portfolio holdings Because this is public information Go to venturestokemetricscom and then just go to. If this will load, just go to our portfolio. Yeah, so come here to investments. This has our investments. It should be about 20. So GameSwift is one At a high level. It's the Game3 Web Infrastructure Project for gaming. So it's very similar to Immutable X is what I tell people, improving the mass adoption of Web3 games. So the partner with Polygon Polygon is an investor. Now I've heard that this might be the largest investment yet, but I'll tell you why I'm bullish on it, besides being an investor, zk Narrative is a ZK blockchain project for gaming. Gaming is going to be a big narrative Gaming Metaverse, gamefi, and we got in at about $12 million FDV. Let's say, $13 million FDV valuation $13 million. Just keep that in perspective, because value investing is buying low, buy low, sell high. So basically, web3 Infrastructure Project under $13 million FDV. Polygon is a large investor in them and Polygon is doing a lot of ZK and scaling, and Web3 and gaming Team is also from India. So it kind of gives me the Polygonmatic vibes like back in the day, back in 2018, when we found them. But anyway, they had a Bybit IDO and the Bybit IDO was. Here's a list of other investors. So Polygon Studios, polygon Hashed Hashed is a great investor from Korea. But let me get the actual Bybit information. Give me one second I think this is the tweet, because I think just give me one second. I'm just trying to get the valuation information for the last rounds. Yeah, so basically, the seed round was about $12.5 million Actually, I'm sorry, yeah, $12.5 million. Bybit IDO was $20 million FDV. Then Sparta IDO, which was the Albert Trump launchpad $25 million FDV. So basically, $12 to $25 million is the range of these three rounds. Now keep that in perspective. Now I might just not loading If we go back to CoinGecko and compare this to Immutable X.
Speaker 2:Immutable X has a FDV of $1.5 billion $1.5 billion, also doing ZK. Let me pull up the website so we can kind of compare the two ZK, layer 2, the 3M ecosystem, gaming, nfts all that $1.5 billion FDV. Now if we go back to GameSwift, they don't have the tokenomics here, but let's kind of compare the two. The future of gaming awaits. So kind of doing the same thing, helping gaming, game-fine scale. So let's assume $25 billion FDV if you got in the Sparta round, but bybit IDO was $20 million. $100x is a $2 billion FDV.
Speaker 2:Now imagine, because we're thinking crypto is going to get bigger. Crypto is currently about $1.2 trillion total market cap. The base case for the whole hall of crypto, I think, is a 5x between now and the peak of the next bull run If peak of the next bull run is going to be summer 2025, because historically speaking, we have, I would say, the market gets bullish about six months before the Bitcoin halving. Bitcoin halving is going to happen around April of next year. So we basically have until now, until close to the Bitcoin halving, to accumulate in products before we have a bull run, and the bull run typically lasts 15 to 16 months after the Bitcoin halving. So using those historical data points, we can project not perfect, but project that the peak of the next bull run is going to be summer 2025. So, using that theory or that hypothesis, that's when we're taking profits, cashing out a lot and the most, so every investment we're making. That's kind of our trajectory or our target.
Speaker 2:Now that can change. It could be a moving target. If crypto becomes more regulated or even more legalized in the US, even better. We could have a longer bull run. Who knows? But for now that's the projection.
Speaker 2:So, looking at that, where can the total crypto market cap be by summer 2025? If it's a 5x, if it goes from $1 trillion to $5 trillion, imagine every crypto asset and the valuation does a 5x. That's the, I would say, almost bear case. I think base case is more than 5x. Let's say a 10x, 10 trillion. Now actually I'll say, let me keep things simple, let me risk myself. Let's say a base case is 5x, moon case, 10x, because while the market can do 5x, 10x, all things can do 100x, 1,000x, because most of that value we're thinking is early stage altcoin investing. But let's say all crypto does a 5x goes to 5 trillion total market cap. So that means that immutable X let's say it's FTV or valuation goes from 1.5 times 5, is going to give us $7.5 billion FTV. Now let's say FTV, basically $22.5 billion in dollar valuation, which I think is reasonable for a project that has great technology, that already has traction, has been in the market for a while. Initially it had not the greatest economics, but now they're getting better. Now that it's been in the market for a while, half of the supply is already in the market.
Speaker 2:In less than two years I could see IMX being at about a $20 billion FTB. I would not be shocked. But now let's take that same projection. If IMX is at a $20 billion FTB, where would GameSwift be? If GameSwift is at a $2 billion FTB, which is just 10% of that, that also has great technology. I think that's reasonable. And guess what? That's a $100X from a $20 million FTB, because $20 million, 10x is $200 million and a 10X again is $2 billion. So honestly not just trying to pump my bag, but I think if you compare the two, if IMX goes to $20 billion FTB, based on the technology and everything, I think GameSwift can do the same thing. I'm sorry, can get to $2 billion. Anything above that is gravy. If it does a talent X, anything is possible, but I think GameSwift is one to watch.
Speaker 2:Now, if you actually go to Sandeep, the founder of Polygon, he's been also very bullish on GameSwift. Obviously, probably, I invested, but I've noticed he's been posting their tweets a lot. If I can find this, where is this? Okay, I see he's been retweeting GameSwift a lot, but he had a different post on it. Give me a minute, do I have to search Twitter for this? Okay, let me just search Twitter, sandeep. I guess it's not pulling this up for me. Anyway, just go to his Twitter. We'll find he has some comments on GameSwift. I think he's been at ETC. So he's been. Yeah, here we go. So found a tweet. Let me make this bigger. He says basically, gameswift posted his time to reveal the news from ETC. We're excited to announce that Playway, the global gaming giant, has joined forces with GameSwift and Polygon Labs to unleash outer life as their way to enter the Web3 gaming world. So he's on board. Then he's. Sandeep says huge Polygon gaming ecosystem is absolutely crushing it. Gaming will have its prime time in Web3 sooner or later. So Polygon and Sandeep are very bullish on gaming and GameSwift, and I'm walking you through the reasoning as to why.
Speaker 2:If people ask me what project can do 100x? Guess what? I'm giving you one now, not finished advice and telling you why. Because before any project can do 100x, you have to look at the market and see how is the market pricing those projects. And we have the best example in GameSwift I'm sorry, in IMX, middle of X. The market is pricing this at $1.5 billion FDV. This is a similar project, basically gaming, l2, zk. And imagine where this goes in the next cycle by summer 2025. I think it goes to 15, 20 million FDV. How far can GameSwift go if it has just as good technology and has Polygon backing it? I think it's just 10% of that $2 billion. That's 100x. So that's my spiel on GameSwift. Let me see the chat and see how we're doing.
Speaker 2:Okay, somebody says GameSwift is on CoinMarketCap. Let me take a look. I'm not using CoinMarketCap much. All right. Gameswift, oh well, okay, yeah, so it is trading on here. So, oh, wow, it's down 26%. Okay, marketcap here $3.3 million. Okay, fdv $86, so FDV is still high. So from the buybit IDL of what? $20 million, it's done about a 4x, 4.6x, a 4.5x. But that's my reasoning. I mean, honestly, if this keeps on going down, I think it makes a lot of sense, but I would definitely keep an eye on this. Currently it's on buybit and Arbitrum. I'm sorry, switch this up on Arbitrum and Uniswap. On Arbitrum. This would be on the watchlist. I'll maybe wait to see how the price action goes, but for me I think this makes sense Now. Tokenomics are not the greatest as we can see here, so early on I would say it's more of a trade. But I think FDV-wise it's still pretty good and obviously it's better off if you got an earlier buybit or a smarter IDL. But I think definitely worth watching. Let's see here.
Speaker 1:Let's see here.
Speaker 2:Ok, all right, so let's move on to then back to the agenda Top five points of the week using the platform. Ok, let me get some prompts here. What do you think about then? Ok, so let me go back to. Let me redo the chat button here.
Speaker 2:We're going to do this live, so I'm going to go through different. Rather than top five, I'll do top 10. How about that? Actually, let's restart and see what's the next 100x and see what it says today. Ok, so it still likes Augur. This was the first ICO ever. Now, that wouldn't be my first pick. Ok, so I'm going to do this.
Speaker 2:Let's start with what are the top 10? 24-hour percent change in team trader grades and see what we get for this list. All right, so it's thinking and the list we get is OK. We've got Connick. Trader grade has changed by 419%. We got Bankor this sub 346%. We've got Dejitara Suka up almost 200%. Amp 105%. Band protocol 126%. A-star 108%. Volt E-Nir 99%. League of Kingdoms Interesting 95%. Akash Network 77%. Keycoin 73%. Ok, so the ones I want to look at on this list. Let's actually look at Bankor. Actually, I'll do Connick first.
Speaker 2:Connick, what is this project? Ok, so it's going to strong. Buy FTB 43 million. Why is FTB market cap different than circulating supply? Pitting volume 3.6 million. Just got investor grade OK, not much info on investor grade. Turnbull share I'm not sure why there's a gap here.
Speaker 2:Was there a token change listing? It has dumped 26% in the last 24 hours, though that's a red flag. But look, let's see what they do. Connick Finance is an easy to use platform build for liquidity providers to easily diversify the exposure to multiple investors. To easily diversify the exposure to multiple curve pools. Ok, this UI is not the greatest. Ok, so it looks like it's a curve project for curve pools. You don't have to look for this. Actually, pull up the Twitter and see. Just want to see more information that they've posted publicly. How many pools for the curve finance ecosystem? Ok, interesting Trading this, though I'm not so sure.
Speaker 2:Ok. Then the other token on the list where I can bank or let's look at bank or BNT All right, so it's now in the buy FTV under $60 million. I mean, bankor has fallen from grace. They were one of the largest ICOs back in 2017. There is, I think, $100 million or $150 million, but they didn't do anything with that. Really, I mean, ftv is lower than how much they raised. So I mean, I'm not sure what the heck they're doing, but let's see, investor grade is also trending up. It's in the buy. Ok, now let's see here. Yeah, not much liquidity. It's trading by itself on Bankor and then Binance. Let's see if there's any. Let's go to the website here. Ok, the really changes site. Ok, see, carbon is live. Automated crypto trading strategies on chain. That's interesting. An ecosystem of decentralized, open source DeFi protocols that foster on-chain trading and liquidity. Ok, so it looks like they're building their own products. So Carbon, banko3, and Arp Fastlane All right. So Automature Crypto trades on chain. A fully decentralized protocol for automating on-chain trading strategies Huh.
Speaker 1:OK, interesting.
Speaker 2:Yeah, I definitely want to check this out some more Now if we go to let's see here. This was back in April, though I even launched this. Ok, let's see. So they had a trading competition. Ok, I mean this is interesting. I'm not sure I mean the fact that it's an old project.
Speaker 2:Tokenomics would be good because most of the tokens have already been minted or issued into the supply. Fdv under $60 million. Definitely, I think, worth watching. If you want to know more about the tokenomics, you can go to the website here. And if you want to know more about the tokenomics, you can go to the website here. Definitely, I think, worth watching If you are looking for a project that might have some long-term potential with good tokenomics with a low FDV. Banker has good tech, so I think it's definitely worth putting on a watch list. Considering that Uniswap basically was born from the technology of Banker Network. They just happened to do more with it, but I'm not opposed to that. I'm going to close these other tabs here. Ok, so we had that. If we go back, amp now Band A Star League of Kingdoms, so let's actually look into that one. That's a gaming or metaverse project.
Speaker 1:League of.
Speaker 2:Kingdoms All right, currently in a cell creeping towards buy for the long term. But yeah, I would not be looking at this right now, just based on this. But I think the fact that it's moving a lot. We should keep an eye on it and see if it changes next week. If we pull this up, basically League of Kingdoms gaming Gee, how much what's the web traffic they're getting. I'm not sure why my plugin is not working. It's taking a while to load, maybe my firewall, but OK, let's say this is starting to move. Maybe this right now is very, very early.
Speaker 2:Investors hash, a6nzcrypto, sequoia, binance Labs, yield, guild, block Tower, open C Sandbox Wow, some pretty good investors here Now. Hash is good, binance Labs is good. I don't know if ROI. I think we've got a gaming project slash metaverse play that seems to have some traffic, although this plugin is not loading for me. If we go here, ftv under $45 million. More than half the tokens are in the market. I think if you're looking for a gaming play, this could be worth keeping an eye on. Not, I wouldn't get in now, but I think OK now and back on halving this could move. So let me just come here and compare this. So if we go to gaming and metaverse, all right. So if we start by FTV, you got ICP, axi, infinity, sandbox, render. So Iluvium $40 million, ftv Engine, coin $309, magic $271, flowkey. So really we're going all the way down here. Where was it $44 million?
Speaker 1:League of Kingdoms.
Speaker 2:So I'm actually going to have our team look into this and research this further, but I think it would be worth noting.
Speaker 1:All right.
Speaker 2:So adding that to our research list, all right. So let's now actually switch over to a different prompt. I know I'm taking a while, but I kind of want to give you guys lots of analysis here. So let's now switch over to investor grade. So what we did, basically what projects have had the biggest reversal in the last 24 hours? That's what this prompt gives us right. What are the top 10 24-hour percent change in TM Trader Grade tokens? So now we're going to switch over to long term and say what are the top 10 70% change in TM investor grade tokens? So same thing, but more long term, with the investor grade on our platform. So we're asking token metrics GPT. Let's see what it says. Let me check the chat here.
Speaker 2:What's your opinion on Edgeware? I looked into that. That was like a polka dot project almost two or three years ago. Tech was good. It hasn't really panned out though. All right. So looking at this investor grade-wise. So the top 10 were the biggest change in investor grade.
Speaker 2:Augur has changed over 114% in the last one week. Rollbit, the casino project 57%. Uni bot I mean bots have been taken over. I heard about this earlier this month, but all these trading bots on Uniswap and Telegram have been doing well. So this has changed 51% in the last one day. One week we got lovely inu finance that's funny Out of 48% in changing what's happening here, yeah, 78% change in trader grade. I've got a carbon finance, a carbon browser 47%. Stromx 35%. Open exchange token 32%. Smartx 31%. Valencia, then token 30%. Maker 28%. So on this list we're going to look at Augur. Have covered before in the past rollbit, uni bot and open exchange. This is a three-hour capital project. They relaunched an exchange. Ok, let's look at rollbit. Let's see what we're getting from there. Rollbit coin OK, trader grade is in the strong buy.
Speaker 2:It's up 27%. Wow. Ftb over half a billion. Oh, the token's already liquid. But actually, why is market cap different then? I can't believe it has a different max supply and total supply. But anyway, most of the tokens are liquid. It's in a strong buy. But it has dropped 6.5%. Investor grade is still in the buy. I mean, look at this chart. It's gone from 0.001 to 11 cents. Hold on, is that true?
Speaker 1:That's quite the ROI.
Speaker 2:OK, 81x in the last one year. Whoa, I mean, I don't know what gambling was taken off like that in a bear market. I guess crypto DJing is going to DJ in. Let me actually check on CoinGecko. So if we go to rollbit, it's creeping up into the top 100 market cap. It's a Solano project. Ok, that part I did not know. I'm seeing it's on Solskan, but it's tagged here as Ethereum. That's kind of confusing. Coingecko yeah, so from the all-time low, this has done a 120X in the last one year All-time low of 0.009356 to an all-time high of 12 cents, almost 13 cents. So honestly, this has done a 100X, more than 100X. But anyway, looking at what they have here, 81x in a bear market this is why you've got to be here in a bear market. If you're out and about thinking that there's no money to be made, there's always 100X somewhere, even in a bear market, and that's a sound bite, sound bite. Cote me on that.
Speaker 2:Ok, let's check this out real bit. All right, looks like I have to use a VPN for this. Ok, I can just click off that pop-up. Loan your NFTs for instant USD 0% fees. Ok, is this NFTs? I thought it was gambling. Maybe I'm mistaken. Ok, hold on. What the heck is going on here? Yeah, gambling tag, crypto's most innovative casino A 1,000X leverage. Crypto futures Casino, sportsbook, nft loans, nft gambling I mean NFT gambling. I'm not sure if that's the greatest thing. Do you want to do a 1,000X leverage on NFTs? I would not do that, but anyway, I think definitely worth keeping an eye on this. Ok, now this is working. They're getting 177,000 monthly visitors, I mean, so it looks like this is doing pretty well, honestly.
Speaker 2:Now the question is, has this already done too well? Is there more upside to this? Where could this go? So what I'm going to do is compare this yeah, I think that this is already the market leader in gambling. So, if we're sold by FTB, yeah, it's the clear market leader. So I think that's why they're expanding into NFTs.
Speaker 2:If they do that, if you go to the NFT category, how much market share can they gain when it comes to NFTs? So we got I don't know why ISP's tagged this NFT in gaming, but anyway, we've got the Sandbox Immutable X, apecoin actually sort of yeah, apecoin 2.2 billion FTB. So if we go back to our earlier production, if we think the crypto market cap can go to $5 trillion at least in total, by summer 2025, what will an altcoin like Rollbit do? So I'm thinking in this case for these not large caps, but not low caps there's like a 10x. That's nice and easy, nice and steady. That's basically 2x outperforming the market as a whole. Returning is possible. So basically it will go to 5.6 billion FTB. I think that's reasonable. This up 30% almost today alone. Ok, I'm seeing here.
Speaker 2:So they migrated from Solana Contact to Ethereum. Oh wow, so even they're ditching Solana. That's interesting. Let's pull up this tweet and see when they post this. Oh, this was like last month. This is less than a month ago. So RLB, the token, has migrated to Ethereum. Oh wow, this is a big. I'm going to have to look for the entities. All right, yeah, so I think this is definitely worth keeping on the list.
Speaker 2:Now, this is not going to give you 100x, but I think a 10x is reasonable. But, ok, let's say you actually do things, going to do 100x. I'm trying to see what's a good comparison. I would say Open C and Blur, maybe because Blur also has NFT loans. I have used their loans to borrow against my board, even mutant, and I like it with nice and easy. Blur has an FTB of 1 billion with worst tokenomics.
Speaker 2:So let's go ahead and look at the next slide. So more than 2 thirds of the tokens for Blur haven't hit the market yet. So now the question is what do you prefer better Blur versus RLB? But we'll definitely have our team research this as well. Ok, all right. So definitely worth putting that on the list, because right now, we have until somewhat 2025 for the peak of the bull run, and then we have, prior to that, the Bitcoin helping. From now until then, it's really time to do our research, create a shopping list, start slowly accumulating and then, when it's Bitcoin helping, we lay back, let those rockets ride. All right, as we like to say.
Speaker 2:We just landed on the moon in the lab and then we get that 10x or even 100x and we start taking profits. Right, so that's the approach. But OK, so roll bit is on our list. If we go back to our AI chatbot token metric GPT, let's now go to Unibot. Ok, so Unibot. Let me put this here in token metrics. Now, this is a new token, so I don't think we'll have much data on it. Investor grade, though it's in neutral territory. Actually, we have 81 million, so let's actually pull up this site.
Speaker 2:So, for those who haven't heard, basically these are trading bots on Telegram. So they claim to be the fastest Telegram trading bot. They're CMOS and Lightning Fast Trading on the go with our 30 years Telegram bot. So let me actually play a video. I'm going to cut the sound.
Speaker 2:Basically, my understanding is these are bots directly in Telegram. You configure them and they basically APIN to different tokens on Uniswap that fit your parameters. If you say, buy any token of 50% that has a trading volume of over a million, that lasted in the last 24 hours. So, in essence, try to automate finding the next Pepe before it does the other next, basically. But high risk, high reward, because they're basically blindly buying based on whatever parameters you set and they try to configure this by creating a separate wallet where you put in your Ethereum. That way, if there's a rug pull, some also have rug pull detectors. So if there's a rug pull, they pull funds out. If they sense that somebody's rug pulling or taking money out, the bot detects this automatically. So if you're out and about, it does everything for you. So basically, it basically has your private key. That's why you have to create a different wallet for it so you can kind of sandbox it, so you wouldn't use this with your actual wallet. Pretty interesting.
Speaker 2:I'm actually going to want to test these things out if I have the time. I'm actually writing this down so I don't forget Maybe during the weekend, but yeah, I think it's pretty interesting to see how this has kind of taken over. And now, if you actually go to Quen Gekko I believe that is section for Telegram Boss that's how popular this has become as a narrative, right here, telegram Boss. So we come here, we've got UniBot, we've got Collabland, all these bots, luchbot I mean maybe we should make a Tokamotrix bot, but yeah, this is pretty interesting, to say the least. Or maybe even a bot for Astrodow. That could be an idea. All right. So that's that.
Speaker 2:But I want to go back to let's actually pull this up here. I was part of that Collabland airdrop. After that I can see how much that is worth. Okay, they migrated from an old to a new contract. That's what Quen Gekko is saying for UniBot. So they have a million tokens They've all been issued.
Speaker 2:So good, tokenomics, f2v of 81 million and from the all-time low, this has done a 32X in two months. I mean, that's good money. That is good money. Now the question is, can this keep on going? So tag is under Telegram bots. Is there a trading category? Yeah, not really. I would just say 10X from here to the next cycle or somewhere. 2025 would be the target, anything else, any alt-coder. I'm just saying 10X is the base case, all right.
Speaker 2:So let's go back to the chat bot and see what are the tokens we want to look at. Open exchange token 0X. Okay, so let's pull that one up. 0x. Open Exchange Okay, we don't have enough data. I just launched recently F2V of 400 million. All the tokens are liquid, but market cap rate is different. So I guess not every token is liquid and I think this is the exchange the three-hour capital guys co-launched with some other past exchange.
Speaker 2:Let's see here Meet OPNX, the only exchange where you can trade crypto and tokenize claims. I mean only in crypto. They have the FTX claims available or live on their platform. So if you lost money in FTX, you can come here and claim and get some money. They claim that OPNX is the number one exchange for investors looking to unlock value from their crypto claim by converting claims into collateral to trade crypto futures. All right, so they've got FTX, they've got Celsius, they've got Genesis, blockfi, three-hours capital, voyager, mad Gox, hot or not I mean basically every crypto platform that went under. You can come here and try to recoup your money. I mean that's pretty innovative idea and it looks like it has been taking off.
Speaker 2:If we go to, let me pull them up here on CoinGecko. So the $213 market cap They've been trading yeah, this has done a 3x in two months from the all-time low. Okay, so this is going to be more, so I would say an exchange derivatives. Now, if we look at derivatives market this whole sector by FTV. So we've got DYDX 2.2 billion FTV. Gmx 680 million. Synthetics 1 billion. Pendo, which has done very well as well 184 million FTV. I'm trying to see how I would place this. So they're 400 million already. Yeah, that's a lot, but I'll keep the base.
Speaker 2:Basically, 10x is what I would expect, but I think worth keeping an eye on because the question is will they become the FTX for the next bull run? I mean, anything in crypto is possible because you always have these crypto exchanges that come out of nowhere and become huge. So FTX did it. The question is can OPNX do the same thing Now, if we go to their investor list, sasquahana DRW are you, nathan, giving options to 20 million with 20 billion trapped in bankrupt companies? I'm actually going to add this to our research list. I think that's that for that.
Speaker 2:Let me see if there's some other prompts I can try. Let me check the chat and see how we're doing. Yeah, 32x in two months, that's crazy. Biggytalz says Robert is legitimate. Yeah, it's definitely Degen, but upside Robert was pumped and dumped by CryptoBenter. I mean CryptoBenter is pumped and dumped, right. That's kind of early stage investing. It comes with the territory. I mean it's crypto. The main thing is you have to have your own strategy and be aware of that and be patient enough to wait. Then, when things dump and the tokenomics get better, then you can possibly accumulate. All right, let me see what other prompt we can try, do you?
Speaker 1:guys want to go.
Speaker 2:Degen. Actually, I forgot we had an AMA section. I've been so enthralled with the chatbot here. Okay, all right From the audience saying I think I found one of the next 100x tokens, a Excel baby. Tokonomics may not be the great great, but still the fundamentals team and tech is hot. A Excel? Okay, let's take a look at that. Actually, let's ask the chatbot and see what it says. Let me see what do you think of A Excel If it has that available? We covered this last week actually. Was it last week Actually? I'm sorry, it was a customer premium webinar. For those of you who are customers, you can get recordings and notes for that on our research site If you go to researchtokonomicscom webinar. It's basically a weekly webinar. I go through and answer customer questions and do this, but in a more intimate environment it can be more private.
Speaker 2:Acceler was covered on here. I believe this has different notes and stuff on different products that we covered. This is the actual recording. It's an hour 18 minutes. Me doing analysis. We actually have been looking into using them for Astridow. We're integrating arbitra and making Astridow, our defined project cross-chain. To do that, we have a bridge. There have been lots of issues and hacks with bridges. Acceler so far is one of the better projects and the better bridges. We're actually talking with the team trying to get early access to the bridge because they want to mainnet.
Speaker 2:Let me just pull this up real quick. I believe this is one of their. Ok, so I think this is one of their sites satellitemoney. I'm not sure why it's not loading, but anyway, let me just go back. Actually, what we like, our team met them back in Cosmoverse in Colombia, which was a Cosmo conference the week before the Ethereum Developer Conference in Colombia last year. But what I wanted to pull up here is the project Tokenowns. Yes, I've been the greatest, I've just kind of been the downside.
Speaker 2:About a third of the tokens are in the market. Ftv $420 million. Yeah, so trading right now is not the greatest. Investing, though, is in the buy. So I think between now and next cycle, I think it's worth keeping an eye on. This is actually on our list. I think this can do a 10x to 4.2. 100x that I'm not so sure of If we go to their all-time low chart, if we come here, ok, so yeah, it's down 66% from all-time high.
Speaker 2:All-time low. It's up 19%. Search. This basically bottomed, it looks like. So we've got bridge governance tokens. Interoperability that might be a new tag, all right. So we've got a bridge governance tokens. Stargate $629 million.
Speaker 2:Ftv, third chain $502 million. Axelar 422, multi-chain the other one is that I think the founder was answered by Chinese police, I believe. Not a good look. China is kind of back and forth with banning crypto. Multi-chain is $190 million. Synapsis is $182 million. Cellar, a product we like $152.2. Yeah, so on this list, axelar tech-wise it's great, it's solid, it's one of the better products out there, so I definitely like it.
Speaker 2:If we go to their site, what was it? Just give me one second, give me one minute everybody. Ok, there's something stuck to the team. Yeah, you wanted to go to the let's see what news that? Yeah, so the news I wanted to share because they're at ETHCCO. They're still there.
Speaker 2:So lots of these Ethereum products have been announcing a lot of news at the Ethereum community conference. It's a pretty good conference. I feel like the developer conferences are always the best in crypto. I went to this back in about two years ago in Paris. It was good, all right.
Speaker 2:So this is the post. It's called the Interchain Token Service. The legend of Interchain Looks like they have a trailer. Bridges have their limits. Web 3 has gone cross-chain, with assets bridging between blockchains and developers deploying applications everywhere. But bridge tokens lose their fungibility and their custom features and it's costly to mint tokens on multiple chains. That is true. What is Interchain Token Service? Xlr introduces Interchain Token Service ITS supporting interchain tokens that preserve cross-chain fungibility and custom functionality. Ok, so basically, I mean, this is one of the better projects out there and I would keep an eye on this. But this is basically their site. People can go here and just read about it and hopefully we get early access to it, because they were in Tesla, I believe, and they're slowly launching Mainnet. Let me see what this video says. Ok, ok, yeah, all right, so I think definitely worth keeping an eye on that one.
Speaker 2:They've raised a lot of funding. I'm just pulling this up here. They've raised back in November 2021, they raised what, I'm sorry, back in September, july 2021. So two years ago, there was $25 million in a series there from Polygton Capital. Then they added additional capital from cryptocom, morningstar Ventures, xrxmike. Then they had a Series B and raised from Dragonfly, polychain, rockaway, lemonscap. So, yeah, they've been raising a lot of money. Then they also have Squid, which is a cross-chain swap and liquidity routing protocol that also raised money from other investors, but, yeah, I mean I think definitely worth keeping an eye on this Now just going to do it.
Speaker 2:Going back to the AMA, though, is this 100x? Oh, I mean that's, I think, at 10x. You've got to be reasonable at 10x. 100x is crypto. Anything is possible. I would say less likely, maybe a 10% chance or less, but 10% is still pretty good, right? So it does 100x from this current FDV. Right, that's a $42 billion FDV. I mean that's possible, but it has to really become the king or the god of the cross-chain worlds, basically, where every product needs this to run. So I would say good luck, let's see if it pans out.
Speaker 2:I've covered FMOS before. It's undervalued. I would say it's overvalued relative to Cantil. If you want a Cosmo Ethereum chain or Cosmo EVM, I would look at in this way, not financial advice, kava and then Cantil, right, because just looking at TVL, that's basically that. Ok, and that's it for the questions there.
Speaker 2:Let me go to the chat and see what questions we have that I can answer. Layer 0? Yeah, layer 0. Is it broken? Trading yet? Let me pull this up. Yeah, it's not trading yet, but Layer 0 is also one worth watching. Cross-chain is a big narrative, right? So Layer 0 is seamlessly connected. Blockchains, interoperability, omni-chain All of these are definitely worth watching.
Speaker 2:The race from Sequoia, a6 and Z, uniswap, avalanche, polygon, paypal Ventures, so basically it's the who's who of crypto. This is going to be big Rumors. Are there'll be a token, so worth getting involved in the community and potentially getting an airdrop, but definitely worth keeping an eye on. All right, any other questions we can help answer. Before we wrap things up, let me see if there are any questions I missed here. Well, link, do 100x? I don't think so. Ok, what do you really think Polygon can go to? Price prediction a realistic one for a possible all-time high summer 2025. Greetings from Germany. Ok, polygon, price prediction. All right, let's do it. I'm going to go here.
Speaker 2:So, first of all, I like Polygon. I've been holding it. It was one of the best performers last cycle for me. I did a 400x return. So I mean, talk about we just landed on the moon in the lab. But can I do a 100x return? Again, I doubt it, right, because now it's a large cap, all right. So currently it's basically under 8 billion FDB. 93% of the tokens are liquid in the market, so good economics. They've launched Polygon 2.0, which is good, and I mentioned before in the past that Polygon can become the Ethereum next cycle, so that means it can do a 10x from here. I think it goes from basically 7.8 billion FDB to 78 billion FDB. That's a 10x. I think that is well within the range and scope of Polygon performing.
Speaker 2:Now, if we go to the crypto market as a whole, let me go back to CoinGecko here and just kind of see OK, where is that going to put us Right? Because currently the crypto market is 1.25 trillion, bitcoin is 630 billion of that, ethereum is 230 billion of that and Tether is 83, 84 billion of that, xrp about 80 billion of that. So that's kind of giving you the range. If the market stays the same as it is and Polygon does a 10x in valuation where it is currently, that would put it in the top five market cap, which I think is reasonable. But obviously the market as a whole will not stay the same.
Speaker 2:If we say the market as a whole does a 5x, goes from about 1 trillion to 5 trillion by summer 2025, I think it will be natural to say, ok, you know what? Let's say Ethereum. Let's say everything goes a 5x at a minimum. So let's say Polygon goes. Let's round it up from 8 billion FDV to a 5x, that's $40 billion FDV. Ok, and then from there, how much do we think it can outperform the market? That is the question.
Speaker 2:So if we actually don't put a separate page for Polygon, we go to Polygon, our last cycle. Now this is just my paper napkin math. Last cycle ultimate high was $2.92. It's currently at $0.77. So let's say it goes back to this price, back to the ultimate high. It's $2.92. We'll take this max supply number, so $10 billion tokens. That is going to give us $29 billion FDV. So basically about $30 billion. That's just the all-time high right Now.
Speaker 2:Let's say from the all-time high. So I would say, as a base case, we're looking at basically anywhere from $30 billion to $80 billion. That range I think is reasonable. That's what I think is most likely to happen as safe play. Basically, from current prices, we're looking at about $0.80 to about $4x. So I'm just doing too much in my brain right now. But anyway, let's stick to the valuation for now. Right, $30 to $80 billion. But let's say OK, now let's say we think it's going to outperform the market, right, because let's take a data from the X this cycle. Let's say it does a 10x from the all-time high. Let's say it could just really rally. What does that look like? So we said, what? $10 billion? Ok, so let's say it goes to $29.
Speaker 2:This is basically one case. I'm just trying to make this visual for people, but it is tiny. The one case is $292 billion FTP. So if that happened, even right now, it's basically slightly more than Ethereum is right now. That is possible. I think that's the one case. If we're thinking in one case, how high can this go? So from current? So basically then, pricing wise, we're going to go to $292 billion FTP. Let me I'm probably going to just kind of all over the place here. If we go to investor grade here and we go to scenario analysis on our platform, yes, we're expecting the total crypto market to go to $5 trillion and Polygon gets 5.7% market share of the total crypto market cap and it's going to become the Ethereum of the world, of the crypto world, the web-free world. That's getting to about $30. So, $30 from the current price. Just some quick math. That's like about a 40x return.
Speaker 2:So I think that's reasonable. If last cycle I did fund it X actually I did almost $1,000 X, but that's what I captured cash wise was for fund it X return. So I'm using fund it X. But basically last cycle, from the all-time high, was over 900 X return. Next cycle it won't be that case If we can do just 10% of that.
Speaker 2:But let's do fund it X. 10% of a fund it X is a 40x. I would say that's the main case. So I would say base case 5, 10x. Let's say 10x Because if market does a 5x I expect it to outperform the market. So I would say 10x.
Speaker 2:And then moon case, the rare case, the home run case, is a 40x. That is my prediction. That I think is somewhat realistic. But obviously script or anything can happen.
Speaker 2:I'm not going to show advice but it's currently 0.5% dominance of the market. So if we can do a 10x in market dominance with polygon 2.0, that's the moon case. We're looking at basically $30 billion. Now let's say that's not going to happen. Let's say it does like. Let's say it goes slightly over 1% of the dominant. Let's say it doubles in dominance and what the market as a whole goes to $5 trillion. We're looking at about $6.16 a performance on polygon. If we use that number, just some quick 40x I think is reasonable for polygon, but tell me what you guys think.
Speaker 2:I think moon case, based on our platform and everything, and against 10x in market dominance, I think we're looking at about $30 for polygon. But with that being said, let's wrap things up there. It's been a great week. Thank you so much. Definitely check out the platform, use the chatbot, go to Tokimetrixcom, try out the AI chatbot. It's now available to both advanced and premium users, basically to all our paying customers. Now you have early access to it and tell us what you think. With that being said, the moon is not the limit to the moon and beyond. Thank you, tokimetrix family. We'll see you next week.