Transcription
All right, my friends, this is going to be a bit of a different style video today because my editor is getting her teeth done under anesthetic, so she's unable to edit this video. I will be editing, and I don't have a lot of patience for editing, so it's going to be basically a raw dog shot, one take Drake all the way through.
So we're going to go a little bit more chill, almost like we're live streaming, but we're not. You're going to hear the mess-ups, and then me correct myself instead of 100 cuts taking out all my mistakes.
So let's jump into it, guys. This thesis, I believe, will make me seven figures in three different areas—seven figures in area one, two, and three. A lot of people don't really understand how the crypto markets work in this fashion, and if you do, you're going to be able to distinguish between the niches, know which coins you're playing, and also, if you have the right budget, the right timing, and the right knowledge, make seven figures for yourself.
So let's jump straight into this. I've got three different influencers who we track here on this channel—actually, two that we track. This is Frank DeGods. Honestly, this is the strategy I'm least familiar with out of all three, and I want to get more and more into it. It's the real trenches, the real day trading, the micro trades over even sometimes minutes or hours.
Then you have the next level up from that, which is Alex Becker, where he's trading over weeks to months. He's a little bit locked into his trades because a lot of them are partnerships, and he can't sell. But in the ideal world, I think he would sell on a lot of the pumps. So I'm going to say that's about a 6 to 12-month time frame.
Then someone like Morad actually hopes to hold for a full cycle, if not two to three full cycles. So we're going to go through one by one, breaking this down, starting with Morad all the way down to the trenches. That highly volatile can make seven figures in a day versus not volatile, slow, steady, up and to the right, and can make potentially a billion dollars.
So let's start with that first one, Morad. If you don't know Morad, I've made a lot of videos here on the channel about him. The thesis of the one I made yesterday, or two days ago now, go watch that one. That's the strongest one I recommend; I'll link it in the description below.
But his goal, and he's putting his money on the line, is to turn $3 million into over a billion. He actually wants to become the world's first meme coin billionaire, with a B, which is just insane to think about. I actually think he's going to do it, and that's why I'm trying to ride his coattails and become a deca-millionaire using his thesis.
Because remember last cycle, the SHIB and Dogecoin millionaire made like $2 million on Doge, and he was all over the headlines. Imagine the crazy headlines when he makes a billion dollars.
So Morad's mission, how he sort of views finding tokens, is finding the next Doge. He's not day trading; he's trying to find Doge when it was at a $10 million market cap and then sell Doge at a $100 billion market cap. I believe, rough math, that's 1,000x and turns his $1 million into a billion. But he started with about $3 million.
I will go through his exact holdings and distributions in a second. Over 8 to 12 years, again, he says he's going to sell 50% of his meme coins at the end of this cycle—maybe November, maybe December. He said also maybe early 2026. That's right; we got to cross over to a new year. It's interesting to say 2026 is next year now.
And the risk here is the lowest risk, but this is crypto, guys. This is meme coins. It's definitely medium to high risk overall, but compared to the other two strategies we're going to go through, it's the least risk. You can make your own decision; this is not financial advice, obviously. But my allocation of my follow, I'm putting about 40% of my money into this sort of allocation and Morad-style tokens—not specifically mad tokens, but mad-style tokens.
Now let's have a look at this thesis coming out of Morad's mouth. He says Doge went to $94 billion during a non-meme coin cycle. We're about to enter the parabolic phase. Year four is the parabolic phase of the meme coin super cycle. So not a meme coin cycle; we got a $94 million meme coin in the meme super cycle. How high is that going to go? Could it go to 200 billion? Adjust your targets.
Top meme coins are still 50x to 150x undervalued. Now, what does he think is the next Doge? Or that's the next slide. This is a hot take at the moment: Doge will underperform and lose the first meme coin spot. He thinks that's one of the tokens I'm going to show you, which one he thinks it is, is legit gunning for the top meme coin spot, kicking off Doge at its all-time high of $94 billion.
SPX, 6900, and Giga, other Doge and SHIB, this cycle. Many people need to see it happen before they can believe, which is if you already see it happen, you've missed the 1,000x already, and then you're going to jump in on top, and everyone's going to sell.
I'm going to talk to you about all three of these people's strategies and the timing on selling and getting out of the market as well in this video. But all the money will be made by those who believe it before they saw it happen. Obviously, what we just said, you need to buy in before it happens to actually ride the multiples of it going up.
Whatever these people are referring to as the next Doge is not the next Doge. The next Doge is Giga, and it's currently trading at a $165 million market cap. Now trading, I believe today, at about a $600 million market cap.
Now, why is Giga going to flip Doge? This is normally where I get my editor to cut out because I lost my train of thought, but we'll probably just keep this in here. Let's get back into it. He tweeted, "This is why Giga is going to flip Doge. If he doesn't sell too early, he will outperform 99.9% of crypto Twitter this cycle."
And this is the Cory thesis, and I do believe it: that believers are going to outperform traders is the saying. Have a read of what he's tweeted. This is obviously a direct message he got on Twitter: "Hey, just wanted to say you have put into words beautifully what I have started to think but couldn't articulate to myself."
Well, I was a trench warrior. We're going to talk about the trenches when we talk about Frank DeGods going down. Only currently sitting on my hands with 85% Giga, but he thinks it's the next Doge. 10% Retardo, another one of Morad's meme coin picks, 5% Solana.
Now, I have a real belief, less stress, and a positive outlook because he thinks over the next year or so, this thing is going to go to $100 billion. You don't need to be sitting there day trading and stressed. I'm becoming a Giga Chad, running, working out, taking care of home. I'm in this for the long term. I am the cult.
And he says his reasoning down here because crypto doye said, "Do you really believe this?" Morad, mad, says, "I'll open this up." Yes, reasoning: a real meme like Doge or Pepe, extremely well known among normies. Giga, Giga Chad, Giga Chad's face and likeness is known out there on TikTok, known out there on Instagram by Gen Z.
And so when they hear about it being a meme coin, they're probably going to feel familiar with it and want to jump in. No major hold of selling. We did have one crazy sell, but the wick, the candle filled the wick, however we say that in technical terms.
Onboarding athletes like crazy, cultural pendulum swing in this direction with Trump going in with the positive masculinity going in for the world and a lot of others. But he's basically saying it's evolving into a cult and a lifestyle brand.
I actually had the Giga team reach out to me when we covered him on the channel, and he was talking about how every time you buy, you got to do 30 push-ups. They're talking about starting Giga Fitness and really just having a fitness revolution around the world, which is pretty incredible, and I really like the vibe of the guy who reached out to me.
Now, this is Mad's net worth: $42 million of meme coins. These are—I'll show you actually—these are his 12 meme coins that he has personally bought into and thinks are going to go really far. He also has one to three meme coins he's going to add to his portfolio.
And again, if you want to get inside out in a circle with a whale tracker tracking his wallets, and if he adds a new meme coin, you'll get a notification sent to your phone when he buys into it. Which, if I get that, I'm aping into that thing. Not financial advice for you to follow, but it's an asymmetric bet for someone like me.
This is the ROI projected on these 12 tokens. But why I pulled this up here is I wanted to show you how heavy Morad bet because I put—where's this cheat sheet here?—$3 million to $1 billion. I believe Morad, I know a couple of them to be true, and I'm just guessing the other ones are the same, invested about $200,000 to $250,000 into most of these tokens.
You can see some of them have paid off hugely at $32 million from $200 grand for SPX, $4.4 million, and others are still sitting maybe around the point they invested, maybe a bit more, maybe invested a bit less. To be honest, I'm not 100% sure, but that concludes the first way of trading.
And again, I'm making this video so that when you trade, you know what type of coin you're getting into. And when you know what type of coin you're getting into, you know when to get out of it. Because a lot of people in the next two strategies are going to be left holding the bag because the timeline is way quicker.
So the second one is someone like Alex Becker. And again, these three people that I'm showing you, they're the main influencers. There's a lot of people in each of these categories that do the same things, but I'm sort of using them as the front-facing just so you can—you probably know these people, you probably know their trades, and you can understand exactly what that type of trading is.
So Becker wants to turn—Becker's worth hundreds of millions. I think he sold his company for $140 million. He does really well. He did really well with e-commerce back in the day. I'm going to rough guess he's worth just under $200 million. He has allocated a decent amount of his portfolio—maybe $30 million, maybe $80 million, I don't know exactly how much.
And I think he wants to 10 to 20x. I saw a couple of tweets he put out maybe a year plus ago now. It's like, "Guys, how do we 10, 20x out $30 million?" I know how to 10, 20x $100 grand, but can we do it with $30 million in crypto? He was asking people for advice. I'm like, "Okay, cool. I can see what his goal is," which is about $30 million to $300 million.
And his mission, or how he does this, his mechanism—this should be called—is front-running hot narratives over about 6 to 12 months. Risk level way higher, especially for him too because, like I said, it's hard for him to sell because he's the one causing most of these pumps.
My allocation for copy trading people like Becker, Crypto God John, who I'll talk to about in a second, is about 40% of my portfolio. And so far, in the last three months of 2024, it's been extremely profitable.
Now let's get into the explanation of Becker's thesis from Becker himself. He says the market cap of both AI and gaming—and so when I talk about hot narratives, AI is a hot narrative, gaming was a hot narrative, and Becker expects it to be a hot narrative again this cycle.
It can easily get to $100 to $120 billion in the next year, a 3 to 4x from here. There'll be countless 20x to 30x coins that will make runs from the $10 million market cap, $10 to $30 million market cap to the $300 million to the billion-dollar level.
We will see multiple 40% pullbacks and boring periods—chill, do nothing. So the narrative is coming of, say, AI tokens. If they're currently at a $30 million market cap, we can likely see them get to a billion-dollar market cap if you're early enough. Buy in, wait for normies to come, and then sell.
And when do normies come? Well, Becker's thesis is once Binance starts listing the tokens that we've been buying up for the last 12 months. He says AI coins are being shied by Binance and MetaMask in every conversation. It's only a matter of time before the larger ones of note start being added to centralized exchanges and seeing the same giant boost to billion-dollar market caps that meme coins did.
Like Peanut went from, I think, I believe rough math, from a $70 million market cap, rumors of Binance, to a $400 million market cap listing on Binance. 2.4 million market cap—2.4 billion market cap correction. This is one of the easiest trades ever.
And again, this is trading. Remember, Morad is technically trading, but he's believing he's long-term. This is trading. It's not day trading. We're not buying a coin and selling it two days later, but we are front-running tier one centralized exchanges like Binance and then waiting for mainstream to buy up our bags and selling them on, buying our Ferraris.
Becker says a lot of AI coins are sitting at sub-$100 million market caps right now at easy billion-dollar coins in a bull. Don't fumble this. Don't fumble this. I agree on this, which is why 40% of my portfolio is going to something like Becker's portfolio.
And even Becker, we track wallets, and I'm going to tell you about that in just a second. When Becker buys a new token, that's when it's at the $10 to $30 million market cap. And if the bull market permits, and Becker's thesis is right, and it's going to run to billions, we can see 30x upside.
So this is Becker's current portfolio. Between gaming, infrastructure, AI, there's a couple of layer ones and bigger chains up here, but they're basically just to support gaming at the moment. He doesn't really do memes, although he's started to get into it. He had Shiba, but these are the big categories, the big narratives that he is trading: gaming, which has not run yet, he's expecting it to run, and AI, which has had a nice pump up, but we're expecting another 10 to 30x across the board.
We, Becker and John, and all the AI giga-brains are expecting that. And so Becker has maybe 65 total tokens, and so he's well-dispersed, and he's waiting for—let's get back to this chat here—he's waiting for 6 to 12 months for peak bull euphoria when things are absolutely crazy, and then he's going to sell.
In fact, in a recent YouTube video, he actually said he's been selling 1 to 3% of his portfolio a week. I believe—I don't think it was a day; I think it was every single week.
Now, if you're not in our inner circle, this is the 40% of allocation of my portfolio going towards trading in this style, and so far, it's been insanely profitable—literally making six figures off one trade because I know people with massive followings are coming in behind me. I know I'm front-running the narrative, even front-running Becker, who's trying to front-run the mainstream narrative.
So we're just trying to move up the news cycle. We track wallets and Twitter so we can give you buy alerts when someone like Alex Becker buys or sells a token, portfolio insights because we have a collection of their wallets. We can accumulate that into one spreadsheet for you and show you exactly how much of which tokens that they're holding.
So if you want to copy trade something they've already bought, you're not going to get an alert when, say, he holds $2 million of a coin. You're not going to get an alert of that if you're just waiting for a buy alert, but you want to see what he's currently invested in and holding because it's like he has the opportunity to sell it, so he must still believe in it.
And you might want to copy trade that. And then social alerts are really valuable because Twitter doesn't show you—even if you're following Becker or you're following John or you're following Elliott or any of these people that we do trade, you're not always going to get notifications when they tweet about a new project.
And maybe you'll get on Twitter two hours later, and it's already pumped 20, 30, 40, 100%. So we track their social, see if they mention new projects, and then send that through to the whale tracker for you. Historically, this has performed insanely well.
This was Alex Becker buying Cus Heroes. Everyone waits for him to buy; everyone tries to front-run him. But once he does buy, all of his audience jumps in afterward. You can see this did a 5x in 15 days. This is him buying Blockchain Bets that did almost a 6x in just a week.
This was Pin Link, which he bought at a $26 million market cap. Whale tracker alert went out for that, obviously, and it reached almost a $400 million market cap. Over how long was this? From the 26th of November to the 12th of December.
And then I don't really know why I've included this one again; I'd probably cut this out. But this was Oxo, where—oh, this is why I included it. I remember now. Crypto God John is someone that Alex Becker gets recommendations from, especially in the AI niche, and Oxo was a recommendation that Becker got from John.
But we now track Becker's wallets. Sorry, we now track John's wallets. We now track John's portfolio, and we were getting into Oxo at 6 cents. Then Becker didn't get the recommendation until 20 cents, which was still good because it hit 48 cents, and everyone got a 2.5x by following Becker.
But we also go up the food chain and track other people like John, even Morad, who we talked about earlier, Elliott Wyman seems to be extremely early to have crypto opportunities, as does Miles Deutscher. We go up that food chain so you get alerts when they buy and sell things too.
And this was very beneficial on something like Ry, where John, Crypto God John, bought in at a $10 million market cap. Well, it went out at a $10 million market cap, although he did buy in his own community at a $5 million market cap. So there was a 2x if you were part of his community before he even got in our community.
$10 million, our whale tracker alert went out. It reached a peak of $140 million market cap, and Becker actually got in, I believe, at about the—I don't know when he got in, but he actually started promoting it at about the $120 million range.
So you want to keep moving up that news feed if you want to take on the second strategy, which is the Becker strategy, turning $30 million to $300 million or whatever it is for your budget, which is front-running hot narratives.
Jump in our inner circle, get access to our whale tracker, get access to our portfolio breakdowns so you can be ahead of the mainstream and the normies and even the early adopters. The earlier you get up that cycle, the more money you're going to make. That's the entire point of our inner circle.
So link in the description below. If you're not already a part of that, jump in now. The last way to trade—and I have to admit I'm not good at trading this way. I haven't made much money, if any money, trading this way. I can't actually think of a—I have made money, but I am intrigued by it because I see people—they're the ones where you—I think I forget his name.
There's a guy on Twitter who posts, "This guy just turned $230 into $2 million in the last 15 minutes," and you're like, "Only in crypto is that possible." And obviously, most people are losing money out there, but if you get into the trenches, you can turn that $1 million into $30.
And I've got here as the mission or the mechanism to find or help create in someone like Frank DeGods' example because he live streams himself trading, so everyone's following him in as he makes those trades—the next hot meme coin.
And hot meme coin—let me pull up an example here. This was Luigi, which is Luigi Manion, the healthcare CEO killer. You can see these are day candles. It was two days; it went from zero. Frank DeGods made a crazy play on this and bought in Wild St Pump Fund, and he rode it all the way up to a $60 million market cap.
You can see that's only across two days, and then a strong pullback because they are hot meme coins. They're not the next Doge, so they're not the next SHIB. The time frame here, I've got three to 30 days, and the risk is super duper high.
Again, I have not made money in this method of trading, but a lot of people do. Frank says trenches, and it's called the trenches—being in the trenches, day trading, hourly trading those meme coins, short-term trading, getting out of trenches, long-term investing.
This is him recognizing exactly the framework that we're talking about. Vicki says, "How long is long-term time frame for coins?" Minutes for most pump funds, minutes trading over the period of minutes, days for most low caps, and then weeks for the real runners.
And he's getting into the Morad thesis down here, but Frank spends a lot of his time in the minutes to days sort of category. And this is why, because this was Peanut the Squirrel. Once it got landed on the centralized exchange of Binance, it did a 5x.
But there are people who have called it way, way earlier. Again, I don't have access to the names. No, I don't remember his name. I won't butcher his name. There's a guy I follow on Twitter who called it at a 37,000x. He called it while it was still on Pump Fund.
And this is the reason why you might want to take 10% of your budget, 1% of your budget, even just take three or four grand over and just learn the trenches because it's going to get you a great education. It's going to get you familiar with it; it's going to get you to understand crypto and the life cycle of each crypto coin.
And that's why I'm going to be spending a little bit more time in the trenches because you can get those crazy gains. And this is the sequence of the event. So you have Pump Fund. If you don't know what Pump Fund is, go watch a couple of videos on it. It's where it's the trenches of all trenches on Solana.
It graduates over to something like Dex Screener, where you can trade over the period of less minutes and more maybe hours or days. And then the normies come rushing in for anything that gets listed on a tier one centralized exchange.
Now Frank says people are basically launching startups on Pump Fund. The trenches are the fastest form of marketing validation in the history of humanity. Very interesting way to view things. The market will tell you if there's demand instantly—not weeks, not months, not even minutes—in seconds.
Internet capital markets. And then let me just check what I've got here. Oh, I actually got a good little slide. I made you this was the example of Luigi Manion. This was a couple of days. It wasn't necessarily minutes, but this is a very sharp-looking graph compared to everything else.
This is the final slide for you here. This compares the time frames, and two things I want to point out here: every single trader, doesn't matter how long-term their viewpoint is, someone like Morad is planning to get out at some point. You want to sell your bags onto the mainstream when they enter, and the mainstreams are already starting to seep in and look around.
But the real euphoria—I don't feel like it's here. Morad thinks it's going to be November to February 2025 to 2026. That's when he's going to be selling 50% of his bag. Becker's already starting to sell 1 to 3% of his holdings, and again, he's going to probably be selling around the same time—anywhere from halfway through this year to the end of this year.
Once euphoria hits, Becker is selling. Frank, he trades within minutes; he trades within hours. And so you want to be early. You want to be the pioneer, the earliest adopter in order to sell at the peak. Don't sell on the downside while the real prices are crashing and the laggards are coming in.
Know what type of coin you're trading. Know when you're planning to sell it because you know what type it is. And that's honestly it. Enjoy yourself out there. Hope you enjoyed this video. I'm sorry if I don't have an editor; she should be back tomorrow. If not, you'll see me again in the longer form, more slow-style content.
Appreciate you watching. See you in the next vid.