Your Q’s Answered: L1 Alts, TSLA Q4, SHOP Swap + more



#Solana $BONK #ETH #MATIC #Fantom #TeslaQ4 #Shopify #CAPM #DAUAnalysis
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00:00 Introduction
01:07 Where to Ask Questions
01:23 Let’s say Solana is dead and no longer around in 2023. Which L1 are you investing in (excluding ETH?)
01:48 Vitalik Gives Solana a Shot in the Arm!
02:25 SOL Above FTX Wallet Sale 5 Days Ago 40%+ in 4 Days
03:00 First DOG Coin Launched on Solana Market is YoLoing in
03:39 Top Chains In Terms of Usage/Popularity
04:35 IA Value Based Metric
08:03 Can you update us on your SHOP position. Do you have a sell price? Would you advise swapping out for Tesla?
08:18 SHOP/TSLA vs SHOP & TSLA
09:47 Swap SHOP to TSLA
11:17 David Bailey and Dylan LeClair hosted a Twitter spaces discussion on GBTC. They are organizing retail and institutional investors to force the trust to redeem bitcoin to shareholders. They need 51% to get traction and have circa 20% To reach 51% they must have retail. Can you speak to this?
11:48 RedeemGBTC.com
12:10 Sharks are Circling
13:27 Can you give us a year end report of best performing assets?
13:39 2022 Performance
14:31 Major Assets 2022 Return Summary
15:44 Referencing the ‘Flows by Asset’ chart from CoinShares (shown during OCTA Tuesday), can you please explain how Digital Assets can drop in price per token despite having a net positive inflow of funds (e.g. Solana)?
16:19 Bitcoin Retail vs Institutional Investors
17:20 Watching Tesla crash has been difficult for many of us. How would you change your valuation on Tesla with falling margins and uncertain profits expected during the coming recession? Any reason to hedge now?
18:28 Tesla Q4 and FY 2022 Numbers
20:01 IA Price Models Exclude
21:00 Eg Tesla Megapack Profit Attribution
22:21 Where Tesla Cars Go!
23:18 2022 Visual of Production Ramp
23:51 Production Capacity at Full Ramp!
24:52 Net Net
27:00 Given the shock waves in Crypto this year, are you planning to change your 33/33/33 portfolio strategy spanning Equities, Crypto & Property in 2023?
27:19 Capital Asset Pricing Model
28:00 Wild Market Fluctuations

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