Trading Pub – 15 Feb 24

00:27: Investment rationale for Tau Inu meme coin and potential for large gains given past performance of dog-themed coins.
03:01: Returns from initial investments made in Tau Inu pots, with one pot increasing over 600% in value.
04:24: Investment thesis for focusing on AI sector given its large potential and belief that Tau project will become dominant in crypto AI space.
05:45: How Tau project’s BitTensor platform incentivises AI development through rewards, which could attract talent away from traditional startups.
08:46: Tau Inu contract was renounced by initial developers and liquidity is locked for 104 years, removing risk of rug pull.
09:33: Tau Inu Discord channel and holder distribution is decentralized with no large wallets.
22:01: Overview of new UK FCA crypto regulations that took effect in February restricting financial promotions without approval.
23:05: Discussion of £3,000 annual deposit limit but unlimited withdrawals imposed by current bank onramp. Plans to explore alternative onramps.
30:07: Prediction of near-term price pattern for KAS based on identified fractal pattern, with goal of taking profits from move up.
33:36: Current portfolio values for KAS, TAO, and other coins.
35:08: Goals to reach $50-100B market cap for KAS and $100-300B for TAO based on potential upside.
38:37: Power law fits ETH growth better from 2017 onwards when it started demonstrating true network effects.
40:06: BitTensor’s historical price action since launch and prediction that it will not retrace significantly like Ethereum did previously.
45:07: Question about trading bot’s recent 4% gain and whether due solely to price increase or additional investment.
46:02: Siam’s average purchase price for personal BitTensor holding is 0.198 with total investment of $53,846 resulting in 27.11 million tokens.
48:28: Being quietly optimistic on how high BitTensor price could rise with goal of 10x gain to recoup initial investment plus profit.
50:35: Intention to thoroughly read all documentation on dynamic Tau to gain early informational advantage.
01:03:18: Potential KAS price at $50B and $57B market caps based on total supply.
01:10:22: Discussing not showing personal portfolio numbers and explaining the Tau staking yield row in the portfolio spreadsheet.
01:13:10: A question about exiting crypto by late 2025 even if Kaspa performs independently of Bitcoin.
01:15:01: The basis for anticipating a bear market in late 2025 due to global liquidity cycles.
01:18:30: Thoughts on Bitcoin potentially ranging sideways over the next few months.
01:19:57: Remaining bullish on crypto given improvements since previous all-time highs.
01:20:12: TAO will likely not be affected by Bitcoin price movements.
01:24:10: How 89% of TAO tokens are staked, leaving only a small circulating supply that would make it difficult for centralized exchanges to list.
01:25:12: TAONU has no staking mechanism so its full circulating supply is available, making it easier for centralised exchanges to list.
01:27:40: Base support level on the TAONU chart and suggests waiting for a pullback to that level or the trendline above for a good entry point.
01:28:57: Splitting purchases between now and if further dumps occur to dollar cost average in.
01:33:47: Expectations for the ETH/BTC pair to break an extended resistance level and for ETH to significantly outperform BTC once its market dominance starts declining from its peak.
01:35:24: Historical Bitcoin dominance cycles and the expectation for it to reach around 60% this cycle before altcoins start rallying strongly.
01:40:20: Diminishing returns with Bitcoin and predicting future highs based on past trends.
01:43:55: Prediction that Bitcoin price will be near $200k by end of 2025 based on analyzing past cycles.
01:47:29: Overview of TAO token emission schedule with 21 million cap and last coin mined around 2045.
01:48:03: NVIDIA stock ignoring broader market and surging since early 2023, correlated with AI progress like ChatGPT.
01:56:06: Question asked about FINA DEX project.
02:01:51: How marketing costs have gone up 5 times since 2010-2020, making B2C marketing difficult for new startups.
02:07:04: Recommends focusing on high-margin B2B business with a low volume of customers and high efficiency.
02:17:30: Offline direct mail is the best way to get eyeballs on a new business over digital marketing.
02:20:25: The full marketing funnel from initial contact to sale including direct mail, follow ups, zoom calls and conversion rates.
02:23:13: Example of typical ineffective marketing email and recommends alternatives.
02:27:33: Focus should be on getting zoom calls which have a high conversion rate to sales.
02:28:01: Proposes hosting monthly exclusive CEO dinners to build relationships slowly.
02:29:04: Not doing email marketing and to try direct mail instead.
02:31:11: How to calculate target numbers needed to reach a sales goal based on conversion rates.
02:32:13: Alternatively focuses on getting 6 clients at $500/month each as a starting goal.