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hello everybody second one it's going to be
rough and ready but it's also going to be very
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long because a lot of records are broken this is
a historic weekend in crypto that's why I'm doing
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a twofer there's simply too much to share that
you need to know now so the question is is salana
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still the black hole is it still the asymmetric
bet in all of crypto well that's what I try and
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figure out all all the time and uh this one is
called crazy asymmetry because in investing in
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finan is a thing called risk reward asymmetry and
it refers to situations where outcomes kind of our
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balance between risk and reward so for example
you could buy a call option on an asset and your
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downside is the premium you paid but you could
have crazy unlimited upside if the thing kicks
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off oh by the way thank you Shan doy metag TD
Tesla who else I'm missing here GA and Nick M
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and angler blackon appreciate you all coming
we have salana fans in the audience today but
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anyway for salana I believe it has crazy upside
and very limited downside based on the data I'm
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about to show you but you can judge for yourselves
based on the data but again records broken crazy
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things have happened this weekend let's get into
it thank you all for coming and of course I'm
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just a guy on the internet not Financial advice
and thank you to everybody on patreon too first
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of all let's look at this chart today we have
one dark green spot in the ho of crypto today
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one dark green spot and that is on up swapping
17.2% after being up big yesterday thank you as
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well dbf for coming so what the heck is going on
well guess what we just had another new alltime
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high today as well and it's stunning to think
that just 5 days ago this asset was 40% lower
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and I kept on saying stack it under 180 180 stack
stack stack however I didn't expect it to move so
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fast I knew there'd be some some runs into January
20th and everything else we talk about for a long
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time Moto thank you for coming but we just hit a
new old time I have $27.50 which is not bad but
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we'll get more into that later and it's been it's
been a rough ride since 2021 but I'm still holding
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holding on for deer life as they say but let's
talk some record breaking stuff salana breaks
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all records all records is 24-hour decks trading
volume skyrockets to over 10 billion dollar the
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first chain ever in the history of the planet and
crypto to hit this with nearly 50% dominance in
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fact that changed as well the salonus volume
now outpaces the combined total of all other
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chains we already know 67% of all transactions
happen on one chain for all 30,000 cryptos
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okay that's the salon black hole as you know
that's why you watch this channel now other crazy
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news too salana is now son's Phantom I should
say is now the top five iOS utility in the app
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store which is insane never happened before again
crypto adoption is rampant Phantom is the gateway
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drug for it and we also had some more history
yesterday as well David Sachs speaking at the
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crypto ball in Washington DC last night the reign
of terror against crypto is over and the beginning
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of innovation in America for crypto has just
begun that is huge absolutely big news as well
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and of course you know usual fud that's out there
we like to dispel a lot of people thought oh the
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VCS are bad yeah they dump their bags well David
saxs is actually a salana holder this is his tweet
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one of the Dumber attacks than yours truly this
year was that I dumped salana bags in retail if
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were true they would be making a fortune right
now congratulations to all Thea hodlers anyway he
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still holds and he said as much in the all-in Pod
also salana simply smokes the rest this is from
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gumu and aot of performance with 11.4 billion
worth of volume not 10 billion but now 11.4
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billion all other chains combined when you look at
this actually it's kind of interesting to see the
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relative volumes across some of the other chains
let we try and blow this up so I can read these
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numbers hold on a second um salana 11.4 binance
2.8 ethereum 2.8 base 1.94 arbitrum 776 million
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and then it goes down the line to pretty much
nothing but as usual as I've always said the way
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of the world is The Winner Takes most there aren't
10 winners there's one winner that takes most
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and then the number two player gets the last
10 15% that's just how it works at least in
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all other Industries and I always believed it
would happen in crypto as well so here we are
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also Sal is draining all other chains largest
ever daily inflow of mother chains in the past
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24 hours 135 million bucks Bonkers completely
Bonkers what does this look like a visual well
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most of the money is coming in from places like
ethereum arbitrum base all into the salana black
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hole again people go where the action is they go
where the goodies are we'll talk about some of
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those goodies as well that people are shopping
for because again the last 24 hours have been
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completely nutty all right absolutely nutty thank
you Moto coming as well so sorry if I'm a bit
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tired big day today big day last night too not
a lot of sleep and this is from glass node glass
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node by the way not not only do they Now cover
Bitcoin but also they've always covered Bitcoin
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they also do onchain analytics for salana which is
great something I've been looking for for a long
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time and here they have the net realized profit
loss and shows the capital is flowing in salana
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has consistently maintained a positive net capital
inflow since early September 2023 with only minor
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outflows they're little red orange blips on the
chart where there outflows but now we don't have
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the data yet for January I guarantee you it's
going to be insane and this sustained influx
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of liquidity has assist assisted in stimulating
growth and price appreciation of course I always
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say follow the money and in bringing in a peak
inflows about 6 776 million per day I think if
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I read that correctly on this chart uh and that
happened back in q1 Q2 2024 and I guarantee you
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a lot more capital is going to come in in 2025 and
maybe part of what this guy kicked off last night
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gave people some insight as to what is perhaps
coming we're not sure we're just speculating
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here now this is very interesting again James
Van Stratton always has cool observations and
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sometimes people you know James loves Bitcoin and
micro strategy and stuff like that and he said
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this is how investing in the asset class crypto
will evolve in 2025 top of the fun is Trump token
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then salana then eth then Bitcoin in 2028 top will
be Bitcoin Bitcoin bonds Bitcoin equities and then
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crypto we shall see how it evolves all I do know
is if you appraise things the way I do based on
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adoption and metaps law and network effects and
all that type of stuff you get a different result
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very different result technically if metast law
is a thing and the power of the network is a
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Thing Salon is drastically undervalued let's get
into some more of the data this is from our SCP
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profiler one over many many hundreds of dashboards
the SCP ecosystem total value locked in US Dollars
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you can see number one is still ethereum which has
a lot of staked stuff in there too and number two
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is now salana salana just eclipsed Tron the stable
coin chain to be now number two now in other news
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too one of my favorite metrics is to calculate
again relative valuations of cryptos let's check
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in on the most overvalued and undervalued assets
you don't want a big blue bar here ladies and
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gentlemen some people misinterpret this chart a
lot but if you look at it very carefully you'll
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see the winner is for the most overvalued
token out there after xrp is cardano with
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$555,000 of fully dued market cap per transaction
and and I know that cardano people say well we
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have many transactions in one transaction yeah
but if you calculate the number of transactions
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per user and then you break that into the number
of transactions not really at all second Stacks
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367,000 thirdd Place ethereum 3 13,799 of fully
DED market cap per transaction and you see salana
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is down there at 2,000 bucks and by the way a
lot of people talk about sui SOI is $111,000
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per transaction so you could argue that SOI is 5
and a half times more expensive and what I do is
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I create composite scores of valuations of all
these different metrics to identify what's cheap
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and what's not right now SOI is far more expensive
five and a half times more expensive than salana
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using this metric I own SOI by the way too but
I have much more salana in full disclosure also
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like we kind of touched on before from DJ news
Salon captures over 50% of to 24-Hour Dex volume
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across all chains again every time you look
at this snapshot it changes goes 11.4 billion
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10.3 billion 11.6 billion because it's a moving
Target but 53.3% of all Dex volume is happening
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on one chain and that's only going to grow as
we go forward and other stuff shout out to Marty
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this is the birth of potify on salana and T per
Marty has changed the game with a new coin that
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was launched last night tonight we'll talk a bit
about that because it is pretty record-breaking
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as well on top of all the other records that were
broken and I don't want to get political but I do
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want to showcase how crypto is impacting things
every politician will launch their own token
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to prove their worth with the full Democratic
decentralized ethos the birth of potify and a new
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use case of blockchain democracy vote with your
money put your money where your mouth is and uh
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Kitty thank Kirby thank you so much for coming
to but we've seen as well how poly Market is
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extremely effective as well when people put their
money where their mouth is the results tend to be
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correct but there's more a lot more this is kind
of a Bonker statistic there is a thing called djt
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which is Trump media and Technology Group their
market cap is 8.68 billion well in just 24 hours
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a brand new token a meme token became 2.4 time
larger than the publicly traded dgt company on
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NASDAQ again crypto is taking over fast where
else could you possibly raise so much money in
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such a short winter time it's insane completely
insane and one meme on salana this is crazy flips
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ethereum in unchain volume and we know the name
of that Meme that is also completely Bonkers
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one little meme does more than ethereum crazy
hope the eth people are okay out there anyway
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Saul also Marty once again sets a new Benchmark
$1 billion doll in market cap was created in 19
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minutes never happened before yet another record
what is that four records now five records so far
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and per Marty Salon is money velocity there've
never been an economic system this efficient that
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moves this fast and is this scalable into so many
transactions per second and we're still so early
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and this is a little bit of a fun fun little post
here from salana Legend Gary Gensler is watching
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Donald Trump launch a meme Coin hours after he
leaves the SEC it's just I and in full descrip
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I don't think Trump had anything to do with this
is probably his son Baron or somebody else Trump
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I doubt has any time to be playing with this type
of stuff either way it's just you got to laugh at
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the craziness of the world we live in and in 24
hours one meme coin becomes the fourth largest
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meme coin across all chains on the planet again
the speed I've been warning people again about how
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things will move so much faster in the world as
we go forward not only will people leave loyalty
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behind and move towards other chains as we saw at
the money flow the debriding that's happening here
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but also things will happen very fast and things
will be derailed very fast and things will grow
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very fast and that's exactly what we're seeing
here in just 24 hours again more records and
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also scale matters there's only one chain that
can do it and I've been saying for years that 15
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TPS on ethereum is not going to cut it for today's
world and remember when eth launches 5,000 nfts it
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gets congested in 10 minutes and gas fees shoot
above 100 bucks salana handles a billion dollars
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of volume in 2 and a half hours with a transaction
fee of less than a third of a cent which is crazy
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again and Marty says let this be the final time I
tell you sell eth and buy Saul right now in fact
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I had a bunch of people reach out to me today
what should they do with their eth they're so
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disappointed it's gone nowhere it has gone a
little bit but compared to other assets they
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feel like they've missed the party anyway that's
from Marty so we shall see also other chains are
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on fire this from Marino uh Jupiter has a big burn
incoming I forgot to share the exact amount but
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about 30 % of the actual tokens will be burnt
that will make it hard and that will drive up
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the price of Jupiter Jupiter has just in the
last 24 hours or so become my largest s alt
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position okay because of this action and I like
to buy in the low 50 60 cents and now it's shot
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up literally 55% in 5 days salana shut up over at
one stage today 40% in 5 days too it is crazy how
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fast this Market moves and as I also say risk
happens fast and we're seeing some of that now
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as well speaking of another crazy asset we have
to see how it opens next week Sal strategies
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also a bag holder got into it in September it's up
3,230 since September that's what 14 weeks ago or
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something crazy insane move and this is a company
that not only St it's like the micro strategy of
00:15:29
except they also run validators where they earn
a lot of money too but I God knows what it's
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going to open at next week so congratulations
to all those holders as well and if not more
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salana as well just three little daps on salana
made more than eth in 2024 I'll break down the
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fees in one second radium jeto and salana of
course all made a lot more in fees than salana
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than ethereum and the old stuff just die Sir
Winston thank you again you've heard it here
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for years now let's look at all the fees for
all the chains again this is from our crypto
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compendium and SCB profiler you can see here
salana these are fees over the last 24 hours
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4.76 to million into the leading chain called
salana number two ethereum 3.8 Million number
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three the stable coin chain Tron 1.9 million and
then Bitcoin 93 $ 39,000 salana is doing more than
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five times the fees that Bitcoin is doing and it's
charging a fraction we're talking a thousandth of
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the fees can you just imagine the transactions
yeah you know the transactions insane amount
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of activity across millions of daily active
users many of them transacting 7 to 10 times
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a day you make it up in volume literally it's
not like 1999 in the do boom and then bust now
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still more before we get into all the charts and
ta and price prediction and models solid ETF is
00:17:04
it coming in 2025 well the odds on poly market now
are a 77% chance yes lots of fud around last week
00:17:12
saying oh the ETFs aren't coming till 2026 and
yeah well I I trust poly Market than I do F on
00:17:21
mainstream media and even JP Morgan thinks it's
coming too and sa ETF would track between 2.7
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billion to 5.2 billion of inflows if they do get
that that's conservative right now can you imagine
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what that'll do to the price and remember hardness
is going up inflation is going down and what makes
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this one very different if there is a Sol ETF
there is no Grays scale to be dumped on which
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means inflows would actively push salana higher
okay that is big very very very very very big and
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remember all the f a couple weeks ago about the
unlock in March which equates to less than 2% of
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the circulating Supply yeah distant memory as we
said it would be now uh dpin as well is growing
00:18:09
very fast this data only goes up to November hope
to get December soon from syndica remember we're
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only in the beginning of January but uh shout
out to render I own render I own nasana I own
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helium and I think I've got a little bit of Hive
mapper I get confused with those tokens H swiper
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not swiping thank you for coming but you can see
here render growing very fast and NOA will start
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growing very fast because their main net just
went live and this dpin sector is going to be
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very very big in 2025 I see very strong demand I
see very strong Revenue growth and it is also I
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believe it could be it could be one of the largest
revenue drivers as well for the Solona chain as we
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go forward again everything is being built now
on this one blockchain and that's where all the
00:18:57
users are going it's all the activity is happening
as all the fees are happening all roads literally
00:19:03
leading to you know where that's going to some
charts and models and then you can make up your
00:19:09
own mind as to how high this puppy could go in
2025 let's check the price right now $254 it did
00:19:17
go as high as 270 today so it's awful little bit
but so is Bitcoin but they'll go back up remember
00:19:21
it's still early in the weekend this is the salon
of technical analysis time first of all this is
00:19:26
my dom chart Dom from from that movie with the
cars perhaps now a lot has changed with the new
00:19:35
Administration the fact that it's a leading chain
the fact that it is trading at 30% the market cap
00:19:42
of eth but does infinitely more in every metric
you can imagine so does Salon deserve to be maybe
00:19:51
at 5% crypto dominance in the future the answer
is hell yeah now if Salon gets to 5% dominance and
00:20:01
if we get to A1 trillion market cap which milroad
thinks we can that would take the price to $1,114
00:20:08
which would be freaking insane considering many
were buying at 8 and $10 um you know during the
00:20:15
bear billions made in the bear remember that
so the question is do you believe 5% dominance
00:20:20
is possible if so and we then just figure out
where the market cap goes crypto market cap if
00:20:27
we go to 6.4 trillion CMC which I believe is very
achievable and 5% dominance that' be $713 and you
00:20:34
can see I've become a lot more bullish but if you
want to be a little more conservative you could
00:20:38
imagine dominance stays say at 3% and crypto Mark
cap when he goes to 5.4 that takes us 361 either
00:20:46
way 361 is a lock 500 bucks is a lock if things
kick off insanely and we go to 10 trillion market
00:20:53
cap if there's a Bitcoin strategic Bitcoin Reserve
all that type of stuff we're hitting 10 trillion
00:20:59
then you could theoretically if this model
Works have a $1,000 salana again crazy to even
00:21:06
think about no hopium here just data okay that's
what I rely on and this is funny two weeks ago I
00:21:11
shared this exact chart when I did my 2025 price
predictions for salana H check out that video by
00:21:18
the way there'll be a salana onlyi playlist at
the very end just salana videos and you'll find
00:21:24
that price prediction video in which has like
150,000 views it's very popular but I said this
00:21:29
two weeks ago I said during the bull market it's
very rare for Sal to be under the 200 day moving
00:21:36
average of this pair chart solid BTC two weeks ago
I said this is a crazy buying opportunity 165 to
00:21:44
180 get in now I didn't expect this to happen we
just spiked above the 200 day and it all happened
00:21:53
pretty much in 24 hours which is crazy now if
you look at the gains of solid BT since over
00:21:59
the last 2 years salana has beaten Bitcoin by
328 but we've had that choppy range since early
00:22:07
2024 You could argue that from the beginning of
2024 to today this pair chart has done nothing
00:22:14
they equate each other and remember Bitcoin had a
Bonkers Year Sal not so much but maybe maybe 2025
00:22:23
is the Rampage year for salana again 2023 was a
rampage year 2024 compared to bitcoin flat 2025 we
00:22:31
shall see fun to watch and sa eth for the people
that didn't sell their eth and they held on held
00:22:38
on to it instead of buying Sal well this pair in
the last two years is up 850 which means you got
00:22:46
850 more return by holding sa than eth so that's
painful for those folks out there that stayed with
00:22:53
the older technology but you know we have to
shout out to eth because they made things like
00:22:58
smart contracts possible way back in the day eight
years ago let's check in on the saw upside model
00:23:04
again there'll be a link for it afterwards but
right now we just briefly touched 33% of eth
00:23:14
market up again two weeks ago and many years ago I
said it's only a matter of time before Saul should
00:23:19
easily be appraised at onethird of the market cap
of eth and the market cap of eth is going down so
00:23:24
it's actually reaching a little bit faster as eth
crashes market cap f gos and it's easier for it to
00:23:30
touch but I do believe we'll hit at least 50%
of eth that goes to $49 and 70% of eth is 569
00:23:37
again that would just be logical but crypto is not
logical so we don't know if that's going to happen
00:23:42
but check for yourself now if eth recovers and
goes to $5,000 all these numbers go straight up as
00:23:48
well in proportion remember that also let's look
at the salon on the HR model again two weeks ago
00:23:55
was at level four it candled all the way down down
there to was about 160 bucks and today it went to
00:24:03
above 270 again it broke out a new range on the
ATR model which is a new all-time high which is a
00:24:09
new level level six and the again it's all pretty
easy to see there and dominance Salon of dominance
00:24:19
which is critical for this model here you pick
your dominance of where you believe it's going to
00:24:24
go and then you determine where you're going to
go from there based on the total cryp to market
00:24:28
cap Sol dominance shoots from 2.7% to two to 3.5%
just in four or five days big big big move massive
00:24:39
move I think about $ 35 billion dollars of market
cap was added to salana just in in that time frame
00:24:45
which is crazy now update from all the charts
all the models all the data that you will find
00:24:51
nowhere else on the internet nobody works as hard
as my team to make this happen every day for you
00:24:57
for free so hope you like it let's get into the
conclusion real quick salana still the completely
00:25:03
dominant chain and I do not see that slowing down
dexol is smoking all chains combined stablecoin
00:25:09
tvl is growing very fast I forgot to share a chart
on that new dap development is off the charts 67%
00:25:16
of all transactions across all chains are on one
chain called salana AI agents are blowing up in
00:25:21
salana 2 and a I believe is the narrative for 2025
we'll dig more into that next time but this is
00:25:29
another summary of where we could go in 2025 from
friend of the channel mert and he put this very
00:25:36
suly Salon 2025 reduced inflation double block
space fired dancer is already live devx fixed
00:25:46
4 to five Q4 ETFs maybe Q3 maybe even Q2 we don't
know that'll be huge America First crypto Reserve
00:25:54
this is a rumor by the way they want American
blockchains to be part of a crypto Reserve I
00:25:59
don't think it's going to happen I think if there
is a strategic Bitcoin reserve it should just be
00:26:03
Bitcoin only that's always been my take there'll
be faster internet through dble zero congestion
00:26:09
is fixed we saw crazy crazy Volume last night and
Salon didn't miss a beat so yes it may have been
00:26:18
fractionally slow but still nothing happened at
all and it got everything done several upcoming
00:26:24
airdrops home of tokens and startups and even
meme coins and and fastest growing development
00:26:29
ecosystem crypto which I've covered follow the
devs my follow the devs videos security lawsuit
00:26:35
from SEC failed bye-bye hpl thank you for coming
and stable coin and real world asset momentum
00:26:43
also coming in 2025 all leading to a glorious
breakpoint in Abu Dhabi and this is the crazy
00:26:50
thing as well he says Salon has only half the
market cap of xrp and xrp does what nothing
00:26:58
do this do with this Market asymmetry what you
will point is this is the best risk reward in
00:27:06
crypto always balance risk and reward all these
videos are turned into substacks if you want thank
00:27:13
you to the team that does that as well and hope
you like the video that was an update I had to
00:27:18
get out because so much is happening today so
let anyway thank you all for having faith and
00:27:26
remember when the markets suck and they're weak
week that's the time to stack thank you once again
00:27:31
to T Tesa and Shan donaly I really appreciate you
guys for being here happy Saturday everybody could
00:27:36
be a nice weekend and Monday is a big day too
so stay healthy my friends enjoy the ride see
00:27:42
you tomorrow for a live Q&A at noon Pacific
which is 22 hours from now byebye thank you
