This is the opportunity right now. People thought that the time to get rich in crypto was over. Bitcoin has already gone up a million% or whatever, right? Like those times are are gone. That's not true. If you're watching this, you're still early. You're still on the cusp of the biggest financial revolution that the world has pretty much ever seen. At least in our generation and likely the last time that you'll have Something like this in this generation. I'm talking about not the next decade, but the next 12 months. The next 12 months will make millionaires.
But what low cap altcoins are primed, ready to blow? Crypto entrepreneur and investor Kyle Chassi is back with five new low market cap, high conviction altcoin picks, and I was impressed. Another low cap coin you're bringing us that you have high conviction in. I know you talk about low cap coins on your channel. A Lot of times when people come on our channel, they they talk about the high caps because that's the safest thing. But I love that you're bringing low cap coins that you actually have high conviction and uh investors thesis in. Look, Bitcoin
just broke all-time highs. This historically is the best time to be in crypto because altcoin season is right around the corner and when it comes, that's where the real money is. When alt season comes, which I know your Audience is big fans of altcoins and it makes sense cuz that's where the real money is made. like Salana did in 2021, which completely blew people away. If you invested in Salana pre20 bull run, you did extremely well. Every single bull run is like this. Smash the like button. Send this video to a friend who wants to
know more about hot altcoins. Without further ado, let me intro this. Like buying Bitcoin at a dollar, like buying Ethereum at 1 cent, these five Altcoins have the potential to do really well in the coming bull market. In fact, send this to a friend. Somebody needs to hear this, especially before this bull market really picks up. Today, early Bitcoin investor, crypto entrepreneur Kyle Chass, is claiming that he has a list of five altcoins that are ready to blow. Now, he has his own YouTube channel linked below. Do you follow Kyle? Because I follow Kyle. If
you do follow him, maybe you've heard some of This alpha or these coins before that he's about to drop in this video. But I would bet that most of my audience hasn't heard these picks yet, or at least not like this. Kyle, welcome back. How you doing today, Erin? Thanks so much for having me. Great to be here. And of course, feeling great as Bitcoin smashed through all-time highs. Was a bit concerned that uh we would see a big retrace. We might still. Every time that Bitcoin has a golden cross, which just Happened, we do
tend to see a 10 to 15% retrace. But regardless, it's it's hard to not feel great when the markets are looking as strong as they are, the fundamentals are as strong as they are. How you feeling? I'm feeling really good. I think this is uh our cycle. I think our audience is more prepared for this bull run than ever before, especially because we bring great people like you on the channel. And just in brief, how do you structure your YouTube Channel? What what kind of content are you putting out? So, I think it's really important
that we pay attention to the way that the market cycles are going and macro and geopolitical fundamentals because the biggest reality TV show in the world right now is the Trump show. Hate him or love him, that's where all eyes are and he is shaping him and Scott Bent and these other guys are they're literally shaping the global economic policy right now from tariffs to tax Cuts to trying to press Jerome for rate cuts and these kind of things. So, we need to pay attention to to that because if you just look at charts, you're
going to be missing out on a lot of fundamentals. And so, we are looking at things, you know, like uh global liquidity and we're looking at what is pushing the price of Bitcoin up right now so much because we've had bullish macro news for a very long time, but for some reason, what is this God candle That we saw printed yesterday and today? What's creating that? And so, we have to look at that. And I think what's important and I've learned this, you know, I've been in in Bitcoin and crypto since 2012. And it wasn't
until I created the YouTube channel that I started really paying attention to markets and uh because before I just acquired, you know, back then Bitcoin was super cheap. I sold a company, bought Bitcoin, and held it for a long Time and didn't have a job, spent it on a lot of things, you know, spent a lot of Bitcoin. Uh but I never really tried to time the markets or tried to actually make a bunch of money. like I realized that Bitcoin was going to be worth a lot in the future and so let me just
hold on to this as much as I can. But when I started creating a YouTube channel, that's when the real lessons started to to come in uh and paying attention to markets on on a daily basis. And I've Got a research team, you know, that helps me to make these videos and produce research. So I think that until proven otherwise, it's important to kind of follow traditional market cycles. And so what we do on the channel is we try to educate people about what's going on, why the price of Bitcoin is moving, when we think
altcoin season will arrive, and importantly, what I've really learned, you know, is risk risk mitigation or how to, you know, try to minimize the risk That you have because we've all been there before who have been here for a cycle or two. We always look at our portfolio, refresh on a daily basis, and at the highs, at the the pico top when everyone's euphoric, we're all feeling amazing. That's the level that we usually set in our mind of how rich we become at some point. And then it's very rare to sell the top or anywhere
near the top because when you get the first dip, it feels like any other 15 to 30 40% correction in Bitcoin. And we're all optimistic that it's going to come back. But when that bare market comes, it comes and it doesn't come back. and Bitcoin, you know, sneezes and and all coins catch a cold and and they're down, you know, Bitcoin goes down 60 70% and altcoins bad. So, I think that we need to look at the markets. That's how we structure the YouTube channel is really trying to educate uh the audience so they know
what to look for all the time Because when alt season comes, which I know your audience is, you know, big fans of altcoins and it makes sense because that's where the real money is made. Bitcoin is just the leading indicator for what's happening. Uh, I think Bitcoin is a long-term store of value and that's where I like to take profits into. I take profits from altcoins into Bitcoin. But the point is is that at that moment in time when we're all drunk or intoxicated on the Altcoin gains, it is so difficult to be responsible at
that point. So difficult. And so what ends up happening and it, you know, any YouTuber can go in there and tell you they're going to perfectly time the top or I called this or that. You know, I was just talking to Rand Nuner from CryptoBanter today and he's been doing these channels for a very long time and he just admitted, you know, today that he's not good at selling the top, you know, and I think That it's really difficult to do that. I, you know, show me one person who said that we're going to have
a blowoff top in January of this last year and only the best traders in the world would have would have probably seen that. So, we're trying to hone in on what is that. you know, that's what I like about your channel that you do have this the the team of researchers that uh I'll give you the information and then um you know, your experience. But Kyle, let's Jump into it. The audience is hungry for these altcoin picks, but let's talk about that leading indicator first. What is your outlook for Bitcoin this year? So, well, I
think that largely depends on two things, but I'm I'm speculating that one that the the first thing is likely to happen. So, so we have a really big conference coming up, Bitcoin Vegas, and there's a lot of big players there. You've got the Trumps, you've got Senator Lumis, you've got Hester Pur, You've got Bo Hines, all the White House and the SEC, Paul Atkins, they're all coming to this event. And you remember Trump signed an executive order to create the strategic Bitcoin reserve, which we now have. And in the executive order, it says that we
shall find budget neutral strategies that don't cost taxpayers money in order to acquire more Bitcoin. The key word there is shall. We shall find ways. It's not that we can or we maybe. It's we should. So you have That as part one. And that allows us to go buy Bitcoin and put it on the strategic reserve before a bill gets passed through Congress like Senator Lumbus' bill, which would if that passes, then we're buying 200,000 Bitcoin a year for 5 years to buy 1 million Bitcoin in total. But that doesn't mean that we can't do
creative things. And we've they've talked about that. How do we how do we buy Bitcoin now? Well, we can repric gold, which Probably should be done. Gold's priced right now currently, all of the gold gold supply we have, for some reason, it's on the book at $42 an ounce or something when in reality, gold's worth like $3,200 an ounce, right? So, repric it. That instantly frees up $800 billion of capital that could go somewhere. Well, that could go to buying Bitcoin, for example, without costing taxpayers money. We have, I believe, it's a $3 billion stockpile
of cheese. Why? for Like why do we have $3 billion worth of cheese? Like I shouldn't we trade the cheese for Bitcoin? I think we should change the cheese for Bitcoin. Uh so then there's the you know then there's Senator Lemus' bill. Now that's going to be a little bit more work to get that passed through through Congress. Right. So but I'm thinking that maybe just maybe Aaron that week at the Bitcoin conference maybe there's an announcement of the first acquisition or the plan of The first acquisition for the Strategic Reserve to acquire some Bitcoin.
To me it makes a lot of sense that they would do it. It's been a while since that EO has been signed. You know, the Bitcoin community demands that the Trump administration keep promises made, promises kept, right? That's what Trump says. Let's see it. You know, so I'm I'm thinking that maybe that happens. Your to your point, if that happens, right? I think the fir when the United States Starts acquiring Bitcoin, I think it's game on from that point. The lesson that we can learn was was back back in the 1800s, late 1800s, when there
was two precious metals that countries were acquiring. There was silver and gold and United States and many other countries went and started acquiring as much gold as they possibly could. China refused and stuck on the silver standard. Lesson learned from that was that you need to evolve because everyone was on silver Before, right? And then gold became the new thing that people decided to call the reserve. So they started acquiring it. By 1938 or something, silver became essentially defunct and anyone who had gold became a uh economically super superior in that situation. The same thing
can be looked at today. Everyone everyone acknowledges Bitcoin as digital gold. So who is adopting it? Right? And the world has historically looked to the United States to say what Are you guys doing? Right? And as long as the United States does it, then we'll typically follow on. So I think that once we start acquiring Bitcoin at Strategic Reserve bill, sorry, not the bill, the strategic reserve, I think that it's just going to be a crazy domino effect. And from that point on, we'll see a supply squeeze and shock like we've never seen before. And
if we do that, I think we'll see a million-dollar Bitcoin much sooner than people think. Option B is that that doesn't happen and we have a normal four-year cycle and Bitcoin tops at 220 250 um by the end of the year. If not, I think we're going to a million plus and extending into a Bitcoin into a crypto super cycle where we go well into 2026, maybe even 2027. It's possible. There is no bare market as we think of it. Obviously, there'll be consolidation periods, but it's Possible we just keep going. I completely agree with
you. Uh it's I I think like most people are cons most people that believe that are more conservative and don't want to admit that publicly because it's a very bullish look. It's like someone saying that Bitcoin would go to $100,000 10 years ago. You know, they they kind of knew in their heart maybe it probably would one day because they had that much conviction. But it was a risky thing to Say because you looked at like it's like talking about aliens 10 years ago, you know. Totally. Guys, smash the like button. Kyle's providing so much
value. Give them a follow. Let's jump into altcoins because obviously we're all more savvy than the average crypto investor coming in this year. Obviously, most people, you know, they're going to buy Bitcoin, they're going to buy Ethereum, which might be on your list. Um, I don't know. But we want to hear Your your your top five altcoin conviction plays. I don't know if you want to start off by kind of giving your general altcoin what narratives you like this cycle or just jump into number one, but but give it to us. So, I'll give you
just a quick thesis. I'm going to I'm going to assume that we have a traditional altcoin cycle as we've seen previously. However, I don't know that it's going to be as extreme because like it or not, we're going to have Distractions and it's going to come in the form of memecoins, crap coins, and coins that don't have any value that will be highly extractive. On the flip side, we potentially could have a situation where we have more liquidity coming into the space than we've ever seen before. We certainly know that that's true on an institutional
level. We certainly that's that's without a doubt that's already proven, right? How much of that capital flows into the Altcoin market is to be seen. But I do believe though that as institutions and family offices and more independent funds like the fund that I run and other other indep you know smaller funds I think that they will have an appetite to go further up the risk curve and look at traditional cycles and see how they go. And we know that capital rotates from Bitcoin and then we see the Bitcoin and Ethereum pair starting to switch.
Bitcoin dominance coming down. Ethereum Gaining traction. I do believe and it's not on my list today but counter to what a lot of people are saying out there. I do believe Ethereum is going to really surprise people uh just because it's the most battle tested lay layer 1 right now and it's and you know people think it's slow and it's boring and you know it it's got a a bad UX and UI those things are true like but so do the internet in the early days and if you are if you manage billions of dollars
of other People's capital and you somehow put it on a chain that gets exploited or I like Salana don't get me wrong it's on my list either but I get like Salana but they're doing constant upgrades to the main chain right they're going to put a fire dancer and they're doing all these infrastructure changes. It's like trying to update a 747 jumbo jet mid-flight full of passengers. It's dangerous. So, Ethereum, the fact that they're not innovating very much on the main chain, It actually gives a safe space for people to come and build things that
are worth billions of dollars. And if you manage billions of dollars and you put something on Ethereum, you're probably not getting fired, right? You're probably not getting sued. uh if you do it on something newer like my favorite L1 that I will talk about is sweet uh but still even then right that needs some battle testing before I think billions and billions of dollars come Into the market from any one individual company so my thesis is that we're going to have an altcoin season I think that it's going to have a higher riskreward profile than
Bitcoin but I think that that's a good thing and I think that people should be you know uh I mean what I'm doing and I I hesitate to people what they should do but what I'm doing is a as a barbell strategy right so I have currently about 60 uh before it was about uh 70 to 80% of my portfolio in Bitcoin. Now I started I'm starting to see strength uh you know now that Bitcoin has smashed to alltime highs just a little while ago I started to kind of rotating a bit more into uh
Ethereum and some other uh altcoins. So we'll talk about those. Not like I've been out of altcoins for the whole time but now I I switched from about 60% Bitcoin uh sorry 80% Bitcoin to about 60% now. So So the first one we're on to number one now. We're we're gone to Number one. And I just mentioned it. So SUI, so so the reason that uh I'm mentioning SUI is because the story of SUI, right? And I just I don't know the story of SU. Tell me the story of SU. Okay. So it's sitting right
now at a at a 38 uh billion dollar FTV. Uh but you have a a pretty low emission schedule. And so really in a bull run. This is over many many many years that this full inflation will have to happen. So I'm not super concerned about that. But the Story about about SUI is uh it came from Zuckerberg. So Mark Zuckerberg right from Meta and Facebook you guys all know uh was about to take over the global banking system. So they created first project Libra that changed name to DM and just before their launch they
were shut down by the government saying that you can't do this right and and it was mostly because he was creating a blockchain that was going to create a currency that was backed by many Different currencies around the world and the United States said he probably would have gotten away with it if it was just backed by the dollar right but he wanted to try to build a more like sound he knew the dollar was uh debasing and losing value and so he wanted to create it was a basket basket basket, right? So, he got
shut down, but not before spending a billion dollars of R&D and building out the DM blockchain and it was really innovative. Totally a whole New generation of blockchains. I mean, we're talking about it's not Bitcoin, it's not Ethereum, it's not even it's not even Salana. It takes it even a step further and goes into developing a brand new contract language called Move. And when you're talking about security on blockchains, there's a few things that really need to improve. One, we need to not have exploits and hacks because that hurts reputation. It scares people away. It
severely hinders innovation. So the Move smart contracting, this move language is built off of something called Rust, which is just a language and it's really really secure. So you have the guys, so when when DM Zuckerberg's company was shut down, essentially two factions came, right? Actually, it was three, but two main ones, right? You said Aptos and Sui. At that point, I was closely watching both of them uh to see which one was going to play the retail game better. Why the Retail game? Because the people on your channel, the audience, they want to make
money, right? So, we're looking at where the attention is. And SUI is decided to go more retail focused and they're doing a phenomenal job. If you go to a SU event or a conference, I was just in Dubai at the base camp event. Amazing energy, brilliant people around, innovation happening. They're building a whole tech stack. Every like a whole decentralized internet tech stack. So no More centralized servers, no more centralized memory, no more centralized bandwidth. It's all it's all coming. They're built on the whole stack. So suite can become an infrastructure for the like internet
3.0 essentially web 3.0. You know currently currently in web 3 we're still using tons of web 2 infrastructure. We're using Microsoft Azure as Amazon web services. When we store our, you know, profile picks from NFTTS, they're on centralized things Called IPFS. So SU's building the whole tech stack and they're doing a better job at marketing to the retail and I think this is a better job than Aptos. I'm not trying to make this an Aptos versus Su show. I'm just saying that I really like Sui as a layer 1 and I think like Salana did
in 2021 which completely blew people away. If you invested in Salana pre20 bull run, you did extremely well. Every single bull run is like this where the layer one play and to the Audience out there like don't get me wrong you can invest in all the other L1s and you're probably going to do really good or L1 alternatives right Avalanche and uh Algarand and these other ones right they're probably going to do really well I just think right now when it comes down to mind share don't forget I moved back to the United States for
a reason I was out for eight years I came back because crypto here is legal again and I Think that USA coins are going to have an advantage over everything else and Swiss built and operated within the United States and I think that them showing up at the cryptogala in Washington was a really big deal and I know that their networking within you know that whole Trump administration I've seen them I've seen rumors of things that are happening they made an uh an announcement with Microsoft recently Microsoft's now using them uh And the developer stack
so is is the safest I think on this list of risk-to-reward also the highest market cap so I'm not expecting like a 20x or anything like that from here. Uh do I think a you know 10x is possible? Sure. Do I think a you know a 5x is is is inevitable? I think definitely. Um so that that would be number one. That's number one guys. Uh smash the like button if you like sui. Um to be honest, you know, we talk about sometimes. I've Never seen it put as beautifully as that. And I remember you
were talking about early on your channel, but happy to jump to coin number two if you're ready. Yeah, we've been talking about SUI for a very long time. I I think it was uh around a dollar when we first did. So, next is going to be Gunzilla. So, I think this is very special. Why do I think it's very special? I think it's very special because I'm I'm intimately familiar with the team over there. I I've was one of the early investors here. And I'll tell you, you know, it's e people in the comments, I
could already hear them. Oh, Kyle, you're shilling your own bags. Like, full disclaimer. Um actually, not everything on this list. I I'll give you I'll tell you when I come across something that I don't hold. But obviously, if I'm talking about something I'm super bullish, I'm going to hold it. I'm going to study it and I'm going to talk to you Guys about it. You're putting your money where your mouth is. Yes. And Godzilla is a different one for for a reason I'll tell you right now. So, we invested a lot uh between my fund
and myself. We invested in Godzilla very early on. What's important here to to note is first of all, Godzilla, they're AAA game development studio that built a game called Off the Grid. Off the grid is so last B when we saw the crypto gaming narrative and there's there's you know The biggest YouTube channels in the world you know not yours uh Elio Trades Alex Becker are always going to talk about and specifically Alex Becker and Elio Trades two of the biggest channels they're like only crypto gaming right so and they get so much attention so
to bet on that narrative and I would also just uh another play here I'll mention just super shout out to IO uh it's not on I'm not talking about specifically today but I I think That's a great You just can't Fade Elio. He's amazing. Uh so but Godzilla AAA game uh they already released the beta. The they it's a layer 1 blockchain. Uh that is permission. So I already know there's already rumors uh because the tech stack that they've built. They enable amazing games to come. Web 2 development companies. Think about companies that wanted remember
Ubisoft uh like a year or two ago announced they were going to do something on chain and they got Crucified. Okay. Now they can probably come back and do it again because crypto is less uh less weird than it was back then. So development companies that want to build tech stacks can come build on the guns blockchain. This is the custom made blockchain that Gunzilla built for web 3 gaming. And so I know that they're in talks with other big gaming studios. But that's not the point. The point is that they have Off the Grid
and Off the Grid is a AAA game co-founded and Produced by Neil Blonamp. So Neil Blonclamp is a is a famous Hollywood director who created Alisium and District 9. huge blockbuster movies, right? People who who like Neil Blanc, they like they love his stuff. Completely obsessed with him. And you can see his art reflected in the game. You can see his art reflected in the the kind of uh the trailers that are being played. And I've and I I know the kind of marketing campaigns and creativity That the team has is absolutely mind-blowing. Plus, the
game for the first time in any web3 game can be played on PlayStation, Xbox, any PC, mobile, all the consoles, on Steam, and uh the like so every outlet you can play this game on. And it currently has about 150 to 200,000 transactions on chain every single day from people actually playing the game. And it's only in beta mode right now, right? So, and I and I know Vlad and he's just laser Vlad is a Founder. He's laser focused on building something. So the point I want to make to your audience right now is this.
This was released. You can see first day of trading was back here March 31st, right? So March, April, May. We're less than two months into it. So all of us investors and every bucket of token unlocks in the future don't happen for 10 more months. So the only thing that you need to look at on my screen right now is this market cap, right? Even the Fully diluted valuation. You know, if you look at something else like let's just say for example IMX, which would be probably the most well-known gaming chain that doesn't have any
AAA games in it, right? That's a that that fully diluted valuation is five times more but with zero AAA games on it currently. And the the circulating market cap, this is four and a half times more. So the guns the guns token is like such a low market cap right now. It's crazy. $33 million. So, so the the point I want to make here is this. Even though I have a pretty big supply uh from my early sales, I'm making this as a trade, right? So, what's my trade? Well, I believe that we're going into
a parabolic altcoin run. And I there's no more inflation in this until our investor unlocks happen in 10 months from now. So, the trade is this. You buy this coin. Why is it so why is it so so low right now? Because retail's simply not here. because Altcoins simply haven't gotten their their pump yet. But when inevitably the narrative of web 3 gaming comes back and it's being shilled by every youtuber in crypto, the clear thing even if they if even if they have skin in the game or not, you can't mention web 3 gaming
without guns and off the grid. So it's going to be talked about by everybody. It's gonna have mind share market share. So the point is I've actually been buying this at this price right now Because why? because I'm going to sell it before that 10-month unlock and then I and then I've now I've made this as a trade. It's just because I know the project so well. It's a really simple trade for me. Right. I I like the way that you differentiate. Some things are trades to you. Some things are obviously holds like, you know,
Bitcoin and Ethereum. Uh yeah, thank you for putting guns on our radar. Um uh I I can see the value prop there. So So listen. So here's here's how your audience can play this, too. If you like what you've we've heard and you want to go check it out, do your own research. Obviously, what I'm planning to do is buy now, sell before the unlock. When the unlock happens, I think the the valuation is going to be huge. I think investors like myself are going to be up tons, right? They're going to take profits like
crazy. So, it's almost just like a you have a crystal ball looking Into this saying that this thing is going to pump before the unlocks. When the unlocks happen, it's going to come probably crashing down a lot. buy now, sell before those unlocks, wait until it comes back down. And if if the game's still proving traction and progress and and you know, player count is increasing and and okay, then you can buy back. Like that's just the easiest trade for me. No, that's alpha. And you people watching, you want to make sure you're Subscribed to
me and Kyle because we'll try and keep you updated with these unlocks and as we go forward with this, but would love to get to the next coin, Kyle. So the the next one is not is not chain link, but I'm just showing you because uh last time I was here that was my number one pick and it's and I still have a huge position of it and I still think it's super important, but I want to I want to frame the my next pick via chain link. So chain link has what's Called the build
program and chain link's build program designates tiers on the projects they bring under the build program. And by the way, I'm still bullish on chain link. It's still a pick of mine, but just I I've talked about it before and uh the other ones in this I think will probably appreciate uh even more. So uh but I still have my position. So Chainlink has the build program and they have a tier one designation. Tier one designation Essentially means there's only three projects that have out of the 85 that have gone to the build program that
have a tier one designation. Tier one designation means that the technology is essential to the tech stack to help them grow and be more useful to the world. So chain link is interesting, right? Because if you paid attention to what's happening, I think that anyone who's in the room with Trump kissing the hand, kissing the ring is going to be blessed By the golden era of crypto in America. Well, when you had the round table, who was in the room that had had a token? You had Sergey Nazerof, you had uh I think I think
Brad Garley House was there. I don't remember. I think Brad Brad was there. And then you had Brian Armstrong with no token. So, the only guy really and I'm not a big XRP fan. Don't hate me, guys. Like, I just did a video on that. I just I like the technology. I don't think that I think There's just too much mechanics that won't cause the price to You don't have to apologize to anybody about your opinions, Kyle. Okay. Well, I just, you know, there's a lot of people. Anyway, so so this is the next one
is my network. So my network is one of the tier one designated projects from the chain link build program. Now what is my network? My network is essentially an encryption technology. Now normally privacy is a boring narrative, right? But it's so critically important to our infrastructure. And when I heard the relationship of what my network was going to have with chain link, it got me really excited. And that's why I I went after the team, found out what they were doing. And so chain link technology has something called CCIP. This is a a cross-chain interoperability
protocol. And what it will allow to do is it'll allow all these different blockchains, right? Chain link just announced their Integration with Salana. So before they just did all EVM chains, all Ethereum layer 1's and layer twos. Now they're going cross into Salana. So chain link can set chain link is the mesh the the the the mcelium if you will that connects all the blockchains and allows them to talk to one another that is critical for the future of bringing tradi traditional finance and onchain. So all these banks JP Morgan and and Chase and all
these guys they're going To have their own blockchains private blockchains permission blockchains and they need to be able to settle things on public networks. They need to be able to trade on public networks. uh you have now exchanges that have launched like Hyperlquid which is a fully decentralized open perpetual exchange that's fighting to be the most efficient capital market in the world. And so when you are a trader and you're doing things like high frequency trading, so think About these huge Goldman Sachs type of venues that are having billions and billions of dollars of trading
volume every single day. Well, you don't want other people to know your strategies. That is proprietary stuff. But if you're trading on chain, then anyone can see your transactions. You've probably seen it. I'm sure anyone who goes through crypto Twitter looks and you see now whale open $400 million long with 50x leverage. Like those are all all coming From like open permissionless decentralized exchanges like hyperlquid. Now a hedge fund would never want anyone to know their positions because they can counter trade that. So you need encryption on these things that chain link is doing. And
so my network has something called the ticker of the token FHE. Fully homorphic encryption. That's very complicated way to say the holy grail of encryption technology. Uh really quickly, the way that encryption Normally works is I encrypt something on my device. We send it to a machine, maybe it's to you, whatever. And then when it gets to the place where it needs to be read or processed or understood, an AI, for example, encrypts it on my computer, sends it to the the data center, then it decrypts it so the machine can process it. Then before
it sends it back to me, it encrypts it again. That's a vulnerability. The problem is that for that second that it Gets decrypted into plain text, it could be uh attacked. FHE is an incredible technology. It's the holy grail that allows allows machines to process information without ever encrypting that data, which is what every bank needs to use blockchain. What every financial fund needs to use to use blockchain. What chain link themselves said they need to use blockchain. And chain link just asked my network to be an exclusive partner of FHE for their technology. So
I think that this sitting at a $26 million market cap, a hund00 million market cap. I think as chain so it's my it's to me it's like a high beta play on chain link itself. So if chain link starts getting massive adoption and integrated into all these things that we've talked about before into Swift into traditional financial networks and like Sergey says if they start processing quadrillions of dollars of volume every year the net benefactor is Going to be my network. So that this is my network. Uh, I've got I did a really good interview
with anyone who wants to watch it on my channel with uh Christian, the CEO of my network if people want to learn more. Another low cap coin you're bringing us that you have high conviction in. I know you talk about low cap coins on your channel. A lot of times when people come on our channel, they talk about the high caps because that's the safest thing. But I love that you're bringing low cap coins that you actually have high conviction and a investor's thesis in. I think it's important because you know we talked about the
barbell strategy earlier and barbell strategy means that your safe bets are placed in that 80 85% of your blue your blue chips and that's so for me I said I had now 60% bitcoin that means another 20% or so is in other blue chips salana things chain link things like that I still have about you Know 10% 15% whatever uh that I'm playing with more mid and then probably about you know 3 to 5% in bit of real low cap stuff that I like to gamble at the casino or play around with a little bit
from time to time. Uh, Blofin, let's get to the next pick. I see Blofin here. So, Bluein because I have this really strong thesis on suite. Blofin is the current currently the it's think about uh for folks who don't know what Hyperlid is. Hyperlquid is a Decentralized exchange that trades perpetuals or futures and they al they have a spot product too. Bluein's the same except for that it exists on suite and so you have some benefits and some trade-offs right if but the market cap let me just show you guys so people so they can
understand um Hyperlid did a phenomenal job the technology is great like no doubting it I almost consider it in this show uh the problem is is the valuation is just so high that uh I Can't I can't possibly come into this thing with a bunch of size and conviction because Hyperlid's been running like crazy over the last months yeah and you know the time to get in with it in was long before it was on my radar are. So, uh, so some some plays you just miss, you know what I mean? And and you you
don't want to chase things like I think Hyperlink is fantastic, right? But am I but what did I include in today's show? No. Why? Because it's a $33 million valuation and that it is a block layer one blockchain that has a killer use case. The killer use case is the the perpetual exchange it created. The question is people are pricing in this becomes another layer one with actual other products that are being used on a massive basis. And I don't know. I I haven't seen any uh any proof that that traction is actually gonna happen.
And even if it does, it's it's you know, I don't think it's gonna like Surpass SU or Salana anytime soon. So anyway, uh but look at this. So So essentially you have one product, right? And they built it on their own chain. So they're sitting at a 32 33 billion FTV. Blofin is has done about $65 billion of trading volume since they launched. They also launched with a similar product that feels identical to a centralized exchange. You can trade any kinds of tokens on there. It doesn't matter what chain they're on and you can trade
Perpetuals and they recently about two months ago launched a spot product as well. And I guess ironically enough, the number one competitor for their spot to spot decks just had a hack this morning uh and had all the liquidity locked out. So, I mean, that's is probably why we're seeing Bluefin pump 25% today because they have a really good position right now to to kind of take over then where where they were uh they're always the strongest and and perpetuals and futures Exchange in the sweet ecosystem and they were closing in on the spot exchange,
but now that Cedus had a big hack today, potentially we're going to see a lot of uh a lot of that come over to Blofin. So, I know the team really well, backed by a bunch of really great investors, Polychain and all the big uh you market makers. And so when you I think that I believe that the future of trading and finance is going to be on chain. It just took amazing technology to bring it There. So has 100 millisecond latency, 100 millisecond transaction time. So it feels as fast as a centralized counter centralized
exchange. So that's what Bluefin does. They have a really good fee revenue model that goes back to token holders and um and they have really good basis uh and connected really well with the suite ecosystem. It's so good. They shouldn't call it blue, they should call it green. Yeah. Yeah. Well, they went through they went Through three name changes. Uh it was um I won't go through the story, but uh I had I hung out with the the founder for a while and he told me the whole history of their name changes. When I first
met them, it was about three years ago and it was called Drade at the time and then they I forget the second one. was going to be something really cool and then that they had intellectual property fight from the guys from I think Kobe or something and anyway so uh so that's so That's blue fin now okay so I own all these so far that I've told you about right and are we coming up how many have we gone through how many more do we have left that was four this is five five okay and
then I'll I'll give I just real quick I'll give you uh just one for five seconds at the end uh it yeah you'll you'll understand why I guess uh so worldcoin is one that I don't own uh And I wrote it off at first. This is for anyone who doesn't know this is Sam C Alman's project, right? So obviously people say it's like, you know, people the the original kind of critiquing crypto. It's not Web 3. They're trying to like onboard everybody's information, but you like this coin. Yeah. So I mean so right so you
have this this is always the debate and you know I mean we could have another discussion another time about data privacy rights about us feeding all of our data into these you know these big conglomerates that you Know that like like OpenAI Anthropic and Google who know more about us than we know about ourselves. But we're but we're talking about how to you know how to potentially look at making money here. And so I'm not saying that maybe I'm ethic. Like I don't know, man. I I'll tell you, Erin, I have a I have a
hard time. Like the most useful tool in my life right now is chat GPT 03 model. The 03 model blows my mind. I use it all day, every day, Non-stop. It's the best assistant I've ever had. It's the best anything I've ever had. It's like having a whole team of PhDs and and MBAs to help me on what I need to do. So, but the point is is that we just saw the Google IO announcement, right? And wow is AI getting fantastic and so easy to use. We can create fulllength feature films now with sound
effects and voices and everything. Deep fakes are everywhere. So there's tons of deep fakes right now With Joe Rogan, Trump. Even I was talking to Ray for he even said there's like deep fakes of him going around that look perfect. There's no one else as far as I know that's creating some sort of some sort of something that actually I do know another project but uh I thought they were ridiculous when they when they approached me. Um this one has traction, right? They've got connected with Sam Alman. They are this is Sam Alman. Exactly. So
this is like the connected project who can actually get it done, right? Yeah. So that Right. So I mean if you know if any like if anyone has the the capital, the network, the the I mean and they're already rolling out like crazy. So, they have I forget how many eyeballs are already scanned. It's a crazy amount. And now they're rolling out these other machines that are much smaller, easier, portable, uh that people are able to do. I think they're Going to have an app soon that people can do. You would get your eyeball scanned
because you believe in this. It's a really good question. Not a user. I guess it's a really good question, Erin. And I think that might be the case for now. I think that I'm not going to get my eyeballs scanned in the meantime. But I will tell you that I guess on one side like what's the difference between this and every time I come into the airport they scan my eyeballs and they Scan my fingerprints too, right? I I in some ways I I I might trust one of these big conglomerates more than I have
traditionally trusted the government. Certainly the security is probably better at open AI than the US government at least before Doge came into the picture, right? So uh so I don't know it's a really hard ethical and moral discussion that uh that's um you know we don't have time for right now but uh but I do think that when you look at so the Big concern with Worldcoin when it came out from an investment perspective was that 1% of the circulating supply came out on day one and the valuation was unbelievable. It was like hundreds of
millions of hundreds of billions of dollars. So that sold off a lot and now we have governance capped emission schedules. So we don't have to worry about this hyperinflation. I think that they're taking this project very seriously and they're really trying to Make this something that that works well. I don't own this token yet, by the way. That is full transparency. It was only rebrought to my attention this morning when I I did a little altcoin show with uh Pete from a house of crypto and uh and ran and then I started looking into it
a bit bit more and I think that it's a pretty sound model. So yeah, I don't own this one. Um, and uh, but I I just wanted to share because you're bullish because I because I think That at at a $2 billion market cap right now, uh, from something that Sam Alman's doing, OpenAI clearly has more immediate value, clearly has more users. But Tinder, for example, just integrated the world coin system. They wanted to do proof of human for people who are using the dating apps, right? This is an idea that I had for one
of the projects I was trying to build a couple years ago. I wanted to do proof of like essentially instead of having something scanned, I Wanted where people could review each other on different social media apps and dating apps and stuff like that too because you sent so many female bots money on Tinder back in the day. I remember you were just and showed up to Yeah. Yeah. Exactly. Uh no. Um but I I I do so I think that's a really big win for them. A big a big use case, right? And uh and
it shows you that where we're headed very quickly. We're very quickly headed to a world where you're not going To know if you're talking to an AI or talking to a human being. And if and if someone does a deep fake of me, right, and then they they tell they say they make this video on this crap coin or something like that pure scam, how are people going to know if it's me or not? Like I think that today already they can make a deep fake at me that that looks really good. If not today,
then certainly within the next six months. So, the time is here and I think that if We, you know, if we're going to look at someone who's going to win that race of proof of human, it's probably going to be Worldcoin and I think it's a real use case that that probably needs to be served. Sure. So, so the last one- which I I I think that uh is the bonus one. This is a bonus one. And it So, we went through all five and now we're gonna you're gonna give us a bonus one, right?
Well, I have to tell you before I say that, there's I I have I the reason I Didn't mention the two that I'm I'm really bullish on is because I I I legally don't think I should. Um, but I just want to mention that to my communities. Uh, of course, paid and commonwealth are something that every single day I'm working hard on. We're building, you know, real world applications. That's the reason I move back to America because Americans have historically for the four and a half years that paid network, for example, as A launchpad has
been operating, we haven't been able to service Americans. And so, you know, we've been having discussions with Bohines and the White House, the SEC um on how we can bring our technology, our platforms to America, but uh for legal reasons and just because I, you know, I don't want to mention those in the show. I'll say paid and commonwealth with the token wealth. Yeah. WLTH. Uh so anyway, I want to mention Those because of course I can't do like these are like what I'm working on every single day and people need to know that. Um,
and if I didn't mention them, people would go crazy. So, um, the last one is is something that I the fact that I hate telling you about it, I am embarrassed to tell you about it and it I feel like it's going to like it's just not a good look is probably the reason why it's a very good DGEN play. It's Fartcoin and and I hate saying the name. I think it's The most ridiculous thing. And I think that like Elon says the usually the most ironic outcome is uh becomes the the the the truth
because I I I literally like it's the nails on a chalkboard for me. And I've learned that often times when you have these situations they're called hated rallies, right? And it it's because people think they're so stupid yet that's why people buy them because of the irony. And that's how the younger culture is today. That's how the Internet is today. And that's how things work. And so the fact that I hate this thing so much and the fact that it's sitting at I work my ass off, Erin, to try to build real products and things
that deliver real value and this thing comes along called Fartcoin and is way more valuable than things I'm building makes me hate it. And I think it's going to go through a crazy hated rally. It's sitting at number 77 in the entire world as far as market cap right now. And There's no signs of this thing slowing down. It's got $300 million of daily trading volume. It's not yes not yet listed on Binance or Coinbase or anything else, but it's inevitable that it will be. And it was born out of the the time that we
had the AI agent thing and stuff like that. This is the one crap memecoin that survived that whole agent implosion. And uh there's I I've been watching this thing since it was very small. And yeah, it's it's called The hated rally. I think that that's going to, you know, ironically do extremely well this this altcoin run. Amazing. Alpha Kyle, dude, thank you so much for sharing everything you you shared today. Guys, I can't bring Kyle on all the time, although I'd like to. He's clearly a busy guy. Go follow him. He puts out content on
a, you know, multiple times a week basis. Like he again, he has like a whole team of researchers. I I think you're one of the Best in the space. So, go subscribe to this guy. And Kyle, give us final thoughts for the Altcoin Daily audience. Well, Erin, I want to say that uh I really enjoy watching your show, Killer Whales. It's great. And uh and we did our another version too, Kryptonites, which was just released on Prime Video. So, if anyone wants to go see how, you know, I think it's interesting to watch uh like
I love watching what you guys do. And I think what's interesting about Killer whales is it gives a perspective from the kind of like for your perspective from someone who sits and and looks at projects all day long and you have a huge audience and you've got guys you know on there like like Mario and and Ran and stuff like that too that all can give that perspective. It's it's different than a VC angle, right? It's different and these guys are looking for a different kind of support. So our show called Crypton Nights is more
of that Traditional Shark Tank type of format where you have mostly just VCs sitting on the panel and then we you know get pitched by these projects and it's interesting and difficult because uh they're trying to pitch something to an audience you know mainstream audience which as you know um is going to a lot of these things are complicated but I think it does a really good job at trying to educate the audience on what are things like a TGE and evaluation and How so you learn when you watch the show and I just want
to Congratulations to what you guys have done at Killer Whales. I I was invited to be a guest on that and I I was not in LA at the time, but congratulations on that so far and uh and thank you for having me on. I think this that we're both in in the audience for a really special time right now. I think it's the time that people should be paying attention and this is the opportunity right now. People Thought that the time to get rich in crypto was over. Bitcoin has already gone up a million%
or whatever, right? Like those times are are gone. That's not true. We we we're still, if you're watching this, you're still early. You're still on the cusp of the biggest financial revolution that the world has pretty much ever seen, at least in our generation, and likely the last time that you'll have something like this in this generation. I'm talking about not The next decade, but the next 12 months are likely going to be something if you're paying attention carefully can dramatically change your life. Love it. Thanks, Kyle. Hey Zar.
