Transcription
We have just seen major, awaited crypto updates, with the start of actual mass adoption. Huge amounts of capital inflow are making it so that investors, even starting with a small amount of capital, will have the opportunity to make millions over the next 10 to 15 years—but only if they're positioned properly. But even with all of these amazing things, we're still now seeing Bitcoin stalling and the altcoin market start to crumble. The dollar is maintaining extreme strength. This period of time is going to trap a ton of people into inaction.
If you're down in the dumps and getting discouraged about crypto, I promise you it's time to snap out of it. Now is the time to act because, when crypto is flying again, you're going to look back and ask yourself why you didn't position yourself. I'm telling you right now: don't forget that we're potentially on the brink of a hundred-trillion-dollar emerging asset class that's still in its infant stages. Your future success relies on your ability to lock in right now, when most people don't even want to check their account.
This video is going to be part of a three-video series. In this video, I'm going to be updating you on where we are in the bull market and where I see us going in the short term. This is going to help us gauge our entire investment thesis. The second thing I'm going to do is go over my entire plans update, which is going to include a brand new model that I designed. Anyone can apply this model to start with $1,000 and turn it into a projected over $5 million in profit. This is something that no one's talking about that I think everybody can apply and achieve, as crazy as that sounds. Then I'm going to get into projects that I think have extremely high growth potential; they can grow 10x, 25x, even 75x over the next cycle, as well as updates on the projects that I'm holding currently. Video two in this series, which will come out later, is going to be a deeper dive into these high-potential projects. Video three is going to be a deeper dive into this $5 million-plus model and how to position all of these assets into this portfolio structure.
What I'm going to share with you in this video is probably going to be unlike what most crypto influencers share with you. What they do is wait for search volume to enter the market, and they're only making content when the market is interested in it, which is realistically the exact opposite time where you need the information most. I don't care if this video gets 20,000, 30,000 views, or if it gets a half a million views. What I'm going to be doing today in this video is outlining genuinely the smartest plan that I think everybody, regardless of how deep you are involved in crypto, should follow. Okay, so if you learn something from this or you see value, don't forget to like it, share it with everyone, and subscribe to follow along with what we do in crypto this cycle. All right, so let's get into the bull run trajectory, where we are in the markets, and where I see us going, so we can map out our entire approach to the market.
So let's take a look first at the Bitcoin chart. This is the chart that I've been using over the past 2 years to figure out, sort of, where we are in the Bitcoin cycles. So these blue lines show us in between halving cycles here, and you can see historically speaking, just before the midpoint of the halving cycle, we've seen the Bitcoin all-time high ever since basically the 2010s. So from 2016 to 2020, we saw 532 days. From 2020 to the 2024 cycle, we saw 532 days till all-time high, which brings us to our current cycle where we expected a post-halving sell-off, which is exactly what we saw in Bitcoin. And now we took our first move up, and we're about 287 days away, which, gauged off the duration of the other cycles, leaves us with about 245 days left, which gives us basically an 8-month runway to our potential all-time high.
Now I'm going to show you a simple way that I like to look at the Bitcoin cycles and a few ways that I sort of look at where we could see the potential top. So if I take this data set and switch it to a logarithmic form on Bitcoin, now we can once again look at the typical performance of Bitcoin and how it sort of tends to move inside of this banded channel. Even though this is diminishing, the tops of bull markets have typically required two major things that I'm looking for. The first is going to be somewhere in this red vicinity; right, we've touched the top, touched the top, missed the top by a bit; we have barely even moved into the red section during the cycle. The next thing that I look for is this red plot, which is something called the terminal value. The terminal value is used in investing forecasting to basically pace out how valuable an asset could be moving into the future. If you notice all of the previous cycles, it hasn't indicated the top, but Bitcoin has touched or surpassed this terminal value before the end of the cycle. You see this has happened every single time. We even touched it really early on in the previous cycle, touched it here multiple times, and you can see where we are with Bitcoin; we haven't even come close to touching that terminal value, which would bring the price even now of Bitcoin up to $150,000. You'll also notice that even if we go a little bit into this red section here, which we've historically done while touching the terminal value, that's giving us a base case of $150,000 for this cycle, but probably a little bit higher, closer to the $165,000–$175,000 top for Bitcoin. Some people project $200,000; some people, a lot more. Okay, this is basing it off of a technical perspective. There's a lot of things that are going to be different now that we've seen this level of adoption, but these are the two main things that I'm looking for to give us a rough estimate of where we are in the cycle. So we're going to refer back to this model a little bit later for our plan.
There's one other way that I like to do technical analysis, and this works on major market trends. This is a psychological phenomenon called Elliott Wave Theory that works really well with anticipating trends, which is basically counting a five-wave pattern and using Fibonacci to be able to predict where the tops of trends will be. Okay, you can see off of this current trend, we have our 1, 2, 3, potential 4-wave back down to here, with a 5-wave projecting this 261.8 multiple of Fibonacci right at that $165,000–$175,000 zone, which is slightly through the terminal value equation and slightly into this red zone. And yes, this is a model, but the proof is to basically show the data is supporting that the bull market is basically still starting, and there's still a tremendous amount of opportunity; we just have to look properly. And this is going to be critical for my point in the overall video. But let's not forget that the annual average return of Bitcoin is 55%, which destroys the S&P 500, the NASDAQ, and basically every other asset class in the world. And when you're investing, you have to have a broader scale that's not just based off of what we know now but what we're expecting to see in the future. Even with Bitcoin at 2% of global assets, we're still looking at a $3 million price tag. As 7% of global assets, we're looking at a $280 trillion market cap and a $13 million valuation on Bitcoin potentially in the year 2045. Just to put that into perspective, that's over 100x from where we are now, only in Bitcoin.
I'd like to refer to this chart, and this is from a keynote speech from Michael Saylor, who owns MicroStrategy, which basically leverages Bitcoin as digital capital. Okay, this is an asset map projecting in 2045 what all of the global assets could look like, and even in this model with Bitcoin at 7% of global assets, we're still looking, once again, at that $13 million price tag if that type of thing is to happen. The capital inflow into crypto in general is going to be something that can dramatically change investors' lives. One of the largest asset managers in the entire world, who is basically on the front lines of crypto development in traditional finance, is anticipating that Bitcoin alone will likely see a $50 trillion market cap.
Okay, so my plan is basically aimed at positioning ourselves if the market is to continue to move up from here, or if we are able to see this sort of sell-off down to that key level where most people are losing their minds, upset, don't want to look at crypto. This is where we're going to have a game plan to absolutely pile in when no one's paying attention. Everyone is being forced into inaction, and we're aiming to build that generational wealth machine. And that being said, my perspective on crypto has shifted from a lot of things that most people are saying in crypto. What my real goal is turning into is a sustainable, practical approach that nearly everyone can participate in that, like I said early on, can put yourself in a position to be able to start with $1,000 and make over $5 million. This is not financial advice; this is not me guaranteeing money or advising you to do anything. I'm simply showing you a framework that I figured out that I'm applying with larger numbers for myself, is going to set us up so that if we are right, we're going to be able to create a tremendous amount of wealth, and I want to share that with everyone, and I want everyone to wake up because I think that the market is showing something that ultimately may not be the best, smartest decision for everyone. So I'm basically turning it on its head and designing an entirely new game plan, allowing us to leverage the massive upside of this market but also focusing on consistency and not letting the market drawdowns basically wipe out all of what we've been building over time, which I think is happening to a lot of people. Because the fact of the matter is, Bitcoin moves up on average 55% a year, but most people lose money in crypto. Why is that? We need to flip that whole theory on its head.
So before we get into the actual game plan, I'm going to explain my new perspective and how this applies to you. This took me some time to figure out; I've definitely made my mistakes, but I've reflected on a lot of this, and I want to flip the whole angle that most people take on its head and genuinely try to set you up with the framework that will position you like the smart money and not like retail chasing hype and chasing the shiny object. So here's the reality: here is our logarithmic view of Bitcoin, and here is our regular view of Bitcoin. Now these are the areas where most investors get excited in Bitcoin, and the reason for this is because this is where the hype starts; this is where the search volume's up; people get interested when it starts working out. Okay, but if we notice, if we look at these matching crosshairs, these are the exact areas in the red where everyone is getting interested, and then over here in these green areas, this is where everyone is losing interest and not paying attention. Okay, once again, interest over here, the peak of our red zone; losing interest in despair areas where action needs to be taken. Moreover, what we've seen recently is, even though Bitcoin is basically at all-time highs and basically just slowing down across the board, we can see in the altcoin space there's been almost a 40% drawdown in capital other than Bitcoin and Ethereum, which is showing us that the altcoin market, even as soon as Bitcoin loses momentum, will actually just have all of the projects drained unless there's momentum in the markets. Most people are going to invest in things like these, and with one black swan event, which happens all the time in crypto, with a slowdown in the market or anything bearish, most people are going to lose almost all of their investments and have to either add to losing investments or basically be stuck bag-holding all of their altcoins. The cycles are changing, and crypto is changing; it's time to evolve our mindsets from this. It's not going to be as easy as it once was to be able to get into altcoins and just hold them and have them be guaranteed wins because the fact of the matter is, what smart money is doing and what we should have been doing is averaging into all of our high-risk speculative bets when we're in this lower band, all down here. We had opportunities to do this, and we should be looking to start to think about exiting when we're getting into this red zone. Now most people are going to look to get in while we're almost already in the red zone. While that's fine because of the potential massive upside in crypto, the new strategy that I'm following and the framework that I've built is going to allow us to leverage both plays; it's going to allow us to actually interact with crypto the right way.
So let's go over the entire goal of what we're looking to do. First thing is effectively setting up a process to nearly guarantee millionaire status for everyone, even if you're starting with effectively nothing. Now I know this sounds crazy to most; this is not clickbait. This is using something called CAGR and compound interest. Most people don't understand this concept; I'm going to explain exactly what I mean by this. We're trying to maximize the upside while securing a high probability of a wealth-generating machine over time, and the way that we're going to be doing this is by designing two portfolios. Now I've never really talked about this before or done this myself, but I've kind of found myself doing this by default, and I want to share a framework with you guys. So we're going to have one portfolio which is going to be considered the core portfolio; the other portfolio is going to be considered the casino portfolio. Now in crypto, as we know, it's extremely risk-on. By having a structured plan to use both of these portfolios, we're going to be able to leverage something called CAGR for our core portfolio, and we're going to be able to use cycle mapping and timing the markets with our casino portfolio, but actually treat it like smart money, but never feel like we're missing out on the market moves because of our core portfolio. This is going to require us to evaluate assets to put into each portfolio, which I'll get into, and then we can reverse engineer our goal off of something called a diminishing CAGR model. Now CAGR stands for compound annual growth rate, which is something that we can use to project compound interest on our investments. Basically, in simple terms, consistency in the market is going to basically beat out trying to get into altcoins and sell the perfect tops and make one mistake that's going to throw us off our entire trajectory. Rather, we can nearly guarantee to make millions by just maintaining consistency and leveraging those high-speculative assets inside a separate portfolio to then add to our process.
So in this plan, here's the model to follow: we're going to decide on the initial amount of capital to be putting into crypto, so whether you have money in crypto right now or you're looking to put money into crypto, we can consider whatever we want to put in initially, and then we're going to be looking at it in terms of a monthly contribution. So I used $10,000 per month just to make the numbers easy, but this is by no means to say anyone can or should be putting $10,000 a month into a process like this; it can be $100, it can be $500, it can be $1,000; it can basically be anything. But here's the outline: there's going to be a reserve allocation, and there's going to be a casino portfolio and a core portfolio. So in this reserve allocation, every time per month that I'm allocating into my investments in crypto—not in stocks, because it's a much more matured market—but this allocation, I'm putting 10% aside into cash to constantly be building a buffer to be able to load in during black swan events or during these types of periods, which are very obviously historically the exact times that we can drastically increase our growth. Now this may not last for long in crypto, but I still wanted to give you guys options as far as a highly aggressive approach. This isn't really going to work once the crypto market is matured, but for the next maybe one or two, if we get two more cycles the way we see them now, this can really, really jump-start the trajectory of growth. So reserve allocation is going to be 10% of total savings per month, which in this case would be $1,000. The remaining after that is going to be considered our new 100%, so that 90% would be $9,000 in this case. So now we're going to make a decision on how high-risk we want to go. See, for me, I'm going to take a very conservative approach, and I think generally speaking, regardless of even if you're starting with a couple thousand, this highly aggressive approach with a few wrong investments or mistakes or getting in at the wrong time can shoot yourself in the foot and really hurt your growth. So I think a moderate approach, or if anything a conservative approach, is still going to get us to that hyper wealth-generating mode. So I wanted to have these options for you guys, but I think generally speaking, this is what I follow, and crypto is so high-risk already, it's almost better to lean more into this angle. But let's base everything off of a conservative approach. So 25% each month is going to be going into a casino portfolio, and 75% is going to go into that core portfolio. So let's break down these two portfolio types, and then I'm going to show you the math behind it so you can actually understand what I'm talking about.
So in this scenario, this is our core portfolio. Okay, in this portfolio, we're literally never selling the positions, and our goal is to use the compound annual growth rate in consistent contributions to scale this into millions as our home base in crypto. So this is our long-term, safe haven, wealth-generating crypto portfolio. So this is our baseline. The casino portfolio: these are plays that we close out based on cycle mapping, so where we are in the cycle; they were ideally entering during the dead bear cycles or lulls in the market and selling at highs where the cycle is mathematically supposed to end, so like I was referring to in that $150,000, that $165,000 zone where we're hitting the probable end duration of the cycle, this is where I'm going to start taking profit on these positions, closing them out to zero, allocating them to that reserve, and then waiting for lulls in the market to re-enter while consistently contributing to the other plays in case we're wrong about the cycles. This is a beautiful model. So inside this core portfolio, you'll see this is separated into two sections: 80% low-risk, which is Bitcoin, in my opinion. This is not to say Bitcoin is a low-risk; this is not financial advice. However, this whole thing is, if you believe in the long-term growth of the crypto market; if you don't believe in that, then obviously we're not even going to be here in the first place. So 80% Bitcoin, 20% into medium-risk assets, something like Solana, XRP, Ethereum, is a little bit smaller in size with a little bit more growth potential but still well-established, relatively large cryptocurrencies. So once again, that's going to receive 75% of the contributions. Now these casino portfolios can range in, once again, how much you want to risk. If you want to go really risk-on, you're going to have 50% highly speculative, 25% medium speculative, and then 25% relatively low-risk. With mid and reach, it's going to be 50% low-risk, 25% highly speculative, 25% medium speculative. In the more simple one, it's going to be 70% low-risk, 10% speculative, 20% reach. This is what I used to base all of the portfolio goes around before establishing the core and the casino portfolio difference, but I share this notion with you. If you want to follow me on Instagram and comment the word "tools," you can download this and play around; you can click on this database and actually input the projects you want on each of these, but this will show you the quantity in each section depending on the portfolio.
Now, in this point from the cycle, in my perspective, the data is telling us that we're about halfway done with the bull cycle and that we will eventually continue to see higher levels. So continuing to add onto the casino portfolio, and I'm going to talk about some high growth potential projects, that is fine for me; I'm still adding to small positions, but I'm basically almost done with adding new projects. That's going to mean pretty soon that reserve allocation is going to start sitting in cash, which is going to allow us to dip-buy when the markets pull down substantially. All right, what's really going to drive a lot of growth in these casino portfolios is the fact that a lot of the projects we can enter into can do things like 5x, 10x, 15x, or 1,500% annually, especially if we time it right. A lot of the projects that we called out extremely early, so like Solana, even though we're having a pullback in Solana, this is where we were getting into the project before the cycle even started, right? So even with the market at a drawdown, I'm still up nearly 4x on my investment, and if we do see a break of all-time highs on Solana, it's going to be a 7x on investment—so 700% on a large holding. We still have potential opportunities, in my opinion, to see moves like that, and I'll get into those projects in a sec. And this is something that I've been doing since I started my investing: leaning on a concept called compound annual growth rate. So this compound annual growth rate is the rate of return, or the ROA, that would be required for an investment to grow from its beginning balance to its end balance, assuming the profits were reinvested at the end of each period. So the way this works is, say we start with $100, and we can make 15% over 1 year, which at the end of that year would give us $115. Then if we take the $115 and we once again take 15% of that, that $15 is now going to give us $132. If, once again, over that year we can take $132 and get 15% off of that, that will now leave us with $151.8. So once this balance, say, grows to $50,000, and we're taking 15% of that, so now that same 15% is now adding $7,500 to our balance each year opposed to the $15 at the same percent that it was taking originally. Now if we add what's called principal contributions, where we would say each time we get 15%, add another $300 to this before we take the 15%, $300 before we take the 15%, you can grow to this level in much further beyond using the compound annual growth rate. So going back to Michael Saylor at MicroStrategy, he's super-bullish on crypto and thinks that over the next 20 years there's a possibility for a 30% annual rate of return. Okay, but I didn't even base this model off of that high of a return; I didn't even go up to 21% in this model, which would bring us to that $3 million Bitcoin. I'm accounting for even less growth, planning for the worst case, but also hoping for the best because if we are to get this 37% in his bull case, it's going to be ridiculous returns. All right, so I built out three different scenarios; the first is using diminishing returns over a 30-year time horizon. If you're looking to get rich, this is not going to be the game plan for you. I'm talking about consistent wealth generation and a wealth-generating machine; the casino portfolio is for the big upside contributing to this model, but in my opinion, I always want to have a foundational base layer to always be working towards that I'm consistently building. Okay, so I'm going to show you the magic of a compound annual growth rate in action. Okay, so I've done two models: one starting with $1,000, which can even be less, with a $250 monthly contribution, and I've done a diminishing return on Bitcoin. So the first 5 years, adding $250 per month, starting with $1,000, would leave you with a portfolio balance of $38,000. We would then take $38,000, still adding $250 per month, with a diminishing compound annual growth rate of 25% over 10 years, which would give us a $472,000 portfolio balance. We then take that $472,000, with $250 monthly contributions at a 10% growth rate, assuming that it slows down as Bitcoin gets bigger, for 15 years, which leaves us at the end of 30 years with a $2 million portfolio, starting with $1,000 and adding $250 per month. Now most people spend $250 on going out for drinks or on a car that's a little bit too expensive; these are decisions that when I was in the beginning of my investing, I cut out, and this is the same concept that credit card companies use against people, right? We can be using it in our favor with an emerging market as our base layer to our invest. If we look at the same thing with $500 contributions at 35%, it leaves us with $73,000 in that same model after 10 years, leaves us with $93,000, and then after 15 more years is going to leave us with nearly $4 million worth of capital. And this isn't considering the casino portfolio or more extreme growth in Bitcoin.
This is one of the coolest parts about what I do on a daily basis: I'm a crypto trader, so basically I can use recurring patterns to be able to enter the market, play temporary moves in the market. I'm up $1,000, and this position has been open for, say, 5 minutes; take profit out for $1,500. Once again, this pattern was found in the same trading day I entered; right in there, price starts to move in my direction; I'm up $2,300, $2,400, and I close this out for a $2,800 profit. And on the private side of our team, this is what a lot of people starting with not that much money are also able to do, growing accounts like this, getting these types of results, following this sort of framework. Say we're starting with $1,000, and we're able to contribute, say, an extra $1,000 per month into this process. Okay, mind you, what I showed you was one day of my trading, and I've been doing this for years; I've been scaling it, but even an extra $1,000 per month at less than the average annual return of Bitcoin over even 20 years is going to contribute to $116,000 worth of capital. Once again, this is just compound annual growth; don't brush this off as no big deal; this is how extremely wealthy people get wealthy. So if I'm starting with $250,000 and say I'm adding $55,000 per month, now we're talking about $180 million worth of capital at the end of 20 years. This is effectively similar to buying the S&P 500 nearly 100 years ago. So this core portfolio is basically our safe haven investment strategy that we're never selling, that we're looking that we're placing a long-term bet into; gold being digital capital. Once again, I want to say that this is not guaranteed; this is just how I plan to tremendously scale my capital and fund it with scaling trading, and like I said, I'm going to go into much more detail in my portfolio video, which will be video series 3.
Now that we have the core portfolio concept mapped out, let's talk about some high-growth potential projects having extreme growth potential in this current cycle and generally where I see the crypto narratives moving. Just to put this into perspective, this is the market capitalization of the entire crypto market, sitting at right around $3 trillion; it was at a high of $3.7 trillion. If we remove Bitcoin and Ethereum from that, we're still looking at about $900 billion. But notice how we haven't even broken over all-time highs in the altcoin space, even though Bitcoin has moved up well over all-time highs. Even if we move up by a small amount to match the potential trajectory of Bitcoin, looking at an added potential trillion dollars to the altcoin space, and that's assuming a Bitcoin price of about $200,000. Now imagine, instead of a $3 trillion market cap, if we had a $50 trillion market cap, how much money is going to flow into more speculative projects? This is why we still want exposure to high-potential plays. Here are the current narratives that I'm following and some patterns of investing that I'm starting to notice I see having crazy big growth potential and application to what we're seeing happening on an institutional level right now in the traditional finance space. Cloud compute—AWS, Microsoft, Google—are all providing cloud-based computational power to companies right now. This is currently a $600 billion dollar market, with the expectations in 2030 to be well into the trillions, with a 20.3% projected compound annual growth rate. Simple terms: a ton of money has already poured into cloud computation, and it's going to get even bigger; now it's going to get more efficient, and also a lot of centralized solutions to these problems in crypto right now, which is why we have seen on the crypto side companies go from $22 million market caps like Render up to five or six billion dollar valuations, being sort of the cloud solution on the crypto side. But in order for this to continue, I think we're going to need more demand on the crypto side, which I think will happen because of the next narrative: AI agents. Now, if you haven't heard of AI agents, in my opinion, this is going to become one of the largest revolutionizing breakthroughs in technology that humanity has potentially ever seen. And so basically, AI agents are AI that can completely remove tasks from humans to be able to do entire job positions or entire mundane tasks, integrated into having access to websites or sorting databases or doing outreach on telephones, setting up meetings, setting up flights, booking different things. Very shortly, AI agents are going to be able to do things way faster than human beings, way more effectively, completely autonomously, and largely integrated with crypto is going to need to be power solutions for things like this because right now AI agents are a much smaller share of the market, but we're expected to see a massive jump as we start to see AI be more applicable in the tech develops on this. So right now we're seeing a bit of a lull in cloud computing on the crypto side; we're expected to see massive growth in that market, which I think makes these cloud compute, rendering, storage plays still really high potential for this cycle. So I've been talking about IronNet for a long time; this is a project that just launched the cycle that is a massive network of global CPU resource that I think has the ability to be able to scale up to those multi-billion dollar valuations; it is still now a sub-$200 million market cap, which would give us the ability for potentially a 5x, 10x, 15x move if we are to see this narrative through, which I think is a worthwhile allocation. Another project that is relatively new, it works in data scraping; it's valued at $386 million; it's a project called Graph, which once again just launched, came back down to our dip-buy level that we called out actually in a previous video. So whether this drops lower or not, I think this is a viable potential play to be able to, once again, enter that potential $1 billion–$2 billion dollar valuation if we see this cloud compute narrative start to take off again in terms of AI agents. This market is just starting to get new in crypto, which means that there's a lot of upside potential if this is to take off, and it really started getting popular as the money started to slow down in crypto. So once we see that pump up again, AI agents have a massive possibility to be a huge narrative, sort of like all of these infrastructure plays. We've been researching this for quite some time now, which leads me to a project called SubQuery. Now I've shared this previously with the private side of the team, but effectively SubQuery is a data provider for anything AI or AI agent related; it's basically a cost-efficient way to index data, which is effectively mission-critical infrastructure for these AI agent PLs. Again, if we look at something on the traditional side of the market that is similar to this project, we can look at a company that effectively does the same thing but on the regular side of the market; it's a company called Snowflake. If we look at the valuation of Snowflake, we're looking at a market cap of $61 billion. Now I'm not saying that that's going to be a one-for-one, but if we look at the amount of money in the cloud compute space and what Render, what all these other projects were able to do, I think that it's a pretty viable thesis that if there's demand on the traditional side of the market that SubQuery could see a maybe 3%–5% market share of a company like that, also considering that the market cap is under $40 million right now. Even if we were able to capture $500 million, which would be less than 1% of the market share of Snowflake, you're still looking at a potential 15x–20x in price. It also sold out its CoinList sale in 19 minutes, raising $6.3 million. Once again, if we compare this to a project like Aptos, at its high, Aptos was able to have a $4 billion–$5 billion market cap, starting at $450 million, and this is effectively a direct competitor to SubQuery. There is a potential that the market is just massively sleeping on this project. Now I have to disclose that I am a holder of this project; it's not a massive allocation, but it is an allocation, so do your own due diligence. This is a highly speculative project, but it is a solid infrastructure play that I genuinely believe the market just potentially could be sleeping on. If we are to see the AI agent narrative takeoff in crypto, there is a high potential that the data indexing for that type of crypto could roll some capital into projects like these. So once again, even if it goes to $500 million to a $1 billion valuation peak B, we could be sitting on 10x to 75x, which even putting a small amount of capital in there could be a tremendous upside while there's sort of a lull and the market could just be mispricing it. I have to say also the market is pretty smart, so the fact that it isn't priced in yet is obviously where the risk comes from because the market is often times pretty smart. So there is obviously a chance these don't materialize, but getting in early is obviously where the risk is also. If it was that obvious, it would already be priced up, and the opportunity wouldn't be there. So I do view it as a high-risk but high-upside investment opportunity.
And then leaning into the real-world asset narrative, a lot of investment firms, including BlackRock, that are building infrastructure on Ethereum to tokenize real-