Beginners' Guide to why $TAO and $KAS make up 90% of my portfolio...
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- čas přidán 1. 05. 2024
- This is a video I made back in March 2024 for new people in Crypto and the basic big picture of why I believe $TAO and $KAS are some of the best risk adjusted return plays in Crypto for this coming bull market...
Highlights:
📈 Kaspa is highlighted as a substantial leap forward in blockchain technology, addressing the decentralization-security-scalability trilemma.
💰 Bit Tensor, operating as an AI umbrella, offers well-structured tokenomics and potential for substantial returns.
🔄 The portfolio allocation strategy heavily favours $TAO and Bit Tensor-related assets, with a smaller portion allocated to Kaspa.
Timestamps:
00:00: Introduction to the Power Law Theory and its Application
08:47: Discussion on Kaspa's Significance in the Crypto Space
17:47: Overview of Bit Tensor Features and Tokenomics
18:11: Exploration of Potential AGI Impact and Brain Capabilities
39:29: Leveraging Dog Coin Potential of TAO ENU and Portfolio Allocation Strategy
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therealistictrader.siamkidd.i...
Enjoyed Content “Kaspa”
I’m so glad I found your videos when I randomly started researching TAO. Great work.
Love the Kaspa content especially!
Great Siam. Thanks, as usual
Awesome research and presentation man! I’m going to look into Tao and kaspa now 😎👌🏻🔥
Thanks for sharing. Made me feel like I haven’t got enough TAO or KAS but really good information that has improved my understanding of both 👍
Love your explaination.. great video.. ❤
Ccxd linked your channel 🎉 I enjoyed your power law kaspa $2 dollars nice 👍
power of law bring me to your videos....thanx mate
Awesome video
Great video mate
hey! it's that underrated channel again! xD
Excellent video 🔥
Pretty cool to see that your son keeps you grounded 👍😄
Is tao fair launched I've not researched it but its certainly on my radar thanks for your time 😀
Hey Siam, bearing in mind the trickle down of money from btc to big caps to mid caps and then low caps, wouldn’t you say that the peak for TAO might come a bit later than the peak of BTC?
Long term next tao halving? Will apr from staking be cut in half? Guess it would make sense just curious. Just got into tao thanks fro the videos
Once TAO reaches max supply, how will the staking returns be generated? If the price goes as high as you suggest, if returns are generated purely from someone paying to use the AI subnets then won't they be prohibitively expensive to use?
As the rewards are decreased, will the staking rewards get decreased as well?
What drives the growth from power law?
well done!
Hi , i am also long on kas but kas sceptics say that the size of the blockdag for kas (io blockchain) will become too big as the kaspa network develops in time, it will become then more and more difficult for any individual to manage a nod, the cost will become prohibitive for a nod manager, while we need a lot of nods to assure the decentralization of the network. Some say pruning is the answer to that, but pruning is again a threat to the network’s integrity. Any thoughts on this ? Thanks :)
What a difference a few days makes to prices 😅
Kas❤ Thanks Siam
Thank You for the Video. What is the best option for storing TAO in cold storage? All the Best
czcams.com/video/sBDfeGjlNVw/video.htmlsi=rBPThMpQ-pVMQGjT
It will be on tangem soon
Love the Kaspa content. I also own a tiny bit of Tao but I just don’t see it doing well in the future. It seems like a ponzi waiting to collapse. We already learned that any project with a large yield will always collapse in the last cycle.
Where do I find Tao Inu? I cant find what the actual one is. I am only finding one on the Ethereum chain.
People dont understand that the prices of things are never going back down. This inflation is deeper than we think. Those buying groceries are well aware that the real inflation is much over 10%. The increments dont match our income, yet certain investors still earn over $365,000 in stocks and assets. Wish I could accomplish that.
Amen. Kaspa 1000x.❤
Retard 🤡
Hi siam...when staking TAO, does the reward TAO automatically get staked? or do you have to restake this yourself?
I have found that you have to stake the outputs of your Tao staking. It's not automatically restaked.
No your yield is automatically staked. It's the month end bonuses from your validator that aren't auto staked.
Ive been mining and holding kaspa since 2022. I wish I had more 😢
Hmmmm...I own fetch AI. Wondering if it's worth getting out of that and going heavier into TAO now
Nice video,good info,THANK YOU SIR !!! .....and PLEASE,don't be sorry cause you are a good dad :) !!!
How are you buying $TAO in the UK using GBP?
Does Qubic fit in with the power law?
🤣😅 nope
As of today, it’s down over 40% since your video. Is it still everything you believe it was when you recorded the video?
KAS/BTC has been bleeding out
The Power Law is why I am 90% into Kaspa this cycle....
If Kas follows the power law like BTC, why has KAS/BTC bled out so badly? Serious question?
One does not exclude the other
Idiots 🤡
When you work on something that only has the capacity to make you 5 dollars, it does not matter how much harder you work - the most you will make is 5 dollars.
At least, you have rest of mind that your payer will likely not run away with your pay.
Yes it follows the power law! Buy Kaspa!
If Kas follows the power law like BTC, why has KAS/BTC bled out so badly?
I have 5% of my net assets in Kaspa and 50% in Bitcoin.
Not sure if Kaspa will succeed in living almost on fees only (that is, enough massive adoption), which is my greatest FUD & concern on Kaspa.
I've seen on chart that MA50 AND MA200 are going to cross in around 5 days. (death cross) I'm super bullish on KAS, but in anyone concirned about this?
You seem to be posting this under every KAS video. Are you that scared?
Power law won't last forever. It's only a result of certain fundamentals that held over a certain period, and does not guarantee that they will stay the same.
BTC seems to underperform against its power law fair value, and Kaspa also needs some conservative adjustments to power law coefficients.
Kaspa sounds like safer bet to me
If you think about it a million dollars won’t be as much in 2033
Lightbulb 💡
It will be in Thailand
You didnt take into account for Kas, no VCs involved, no tier 1 exchanges yet, krc20(smart contract), rust upgrade, eventually 10bps. Just those alone will send it pretty high.
If Kas follows the power law like BTC, why has KAS/BTC bled out so badly? Serious question?
Why do you feel the need to repeat yourself over and over. One comment is enough to get your point across
Where can you buy Tao in the uk I can’t find it?
I would also like to know this! Has anyone got any suggestions?
Binance
I can’t find it on binance
@@kapoutdrakonis7481I couldnt buy in binance using cash. Have you managed to buy it?
Kucoin
At $40 Kaspa would have a market cap of nearly $1 trillion
You are capable of doing calculations. Congrats 🎉
Dollar nickel ninety-five
You must have made this video at the top! 40% haircut since then.
Kaspa needs tier 1 listing... before it will not move...
$22,000 TAO Jesus Christ 😂, there was me thinking $4000 TAO would be a result
Too many moving parts with TAO... easy to fail or break...
Kaspa is King🤑
That is your WHOLE portfolio?
That's what the man said.
Tao will be biblical
Watching this and wondering how much these companies are paying you to promote them …?
I've NEVER in my life been paid to talk about a crypto. Despite being approached all the time. Before ignorantly slandering and casting shade at someone, perhaps expend some brain glucose and do more than 30 seconds of research? KAS and TAO are bear market fair launch decentralised entities. There's no company or hierarchy or investor seed funds or marketing pot. They were both released into the wild like Bitcoin. If you like Bitcoin, then you will like KAS. It's like me landing on your channel and saying something stupid like "He talks about Bitcoin a lot, I wonder how much Bitcoin is paying him to promote it?"
@@siamkidd Apologies for jumping to an incorrect conclusion. I also often get offered to promote coins and projects so excuse my skepticism.
I read your book a few nights ago - 'The Crypto Book' which was gifted to me years ago by my brother but I never read until now. I was chuckling to myself as you talked about how bitcoin was like AOL/Altavista and would be replaced with better tech etc etc. ‘Bitcoin isn’t the future but crypto is…’ classic 2017 takes. I remember them well. Couldn't help wondering what the author was doing now and was chuffed to find you on CZcams so easily.
And yet… 6 years later, despite bitcoin having won and almost every shitcoin trending to zero against BTC you are still banging the shitcoin drum so either I am missing something big, or you’re cashing in selling courses to people looking for ‘the next bitcoin’.
You seem like a high integrity decent guy which is why I am so puzzled. Why are you still shilling this nonsense? I wondered if you could point me to a recent(ish) video where you explain why you are still looking for ‘the next bitcoin’ when the real thing is here and winning and has reached global dominance and has won the race to become global money and the possible future global reserve asset? I am rather confused. Many thanks, Mike.
Ahh yes the Crypto Book. So the thing about being a full time Trader/Investor is that it's nothing to do with predictions, you just have to come up with the 3-5 most probabilistic scenarios, attribute your action plan for each scenario and then wait. Once a scenario is playing out, you then go "Oooh, this was one of my scenarios, I'm now doing xyz".
When writing that book in 2017 (which was then released in 2018), that was my first proper cycle. As in, the first cycle where I had put in a considerable amount of money in. Therefore I had my Trading mindset fully in place as I was hopping in and out of all sorts. And trading BTC back then was painful. Moving a lot of BTC from wallet to wallet felt like I was back in 1990 as there would be 10-20 mins where it was in 'transit' and they would be the longest 10-20 mins of your life waiting for like $1m of BTC to land in your wallet. So I remember thinking, "BTC is great, but it's slow and clunky as shit. Perhaps it will be more like digital Gold as opposed to what Satoshi clearly laid out in the whitepaper of p2p digital currency."
So you were probably reading/feeling those vibes.
It turns out BTC has moved more into the digital store of wealth category and is the hardest money on the planet. That slowness is almost a feature. So I have always been looking out for the 'Silver' to the Bitcoin Gold. Turns out, that Silver is Kaspa. Bear market fair launch, code released into the wild, innovative emission schedule, founder is a crypto beast (research Yonatan Sompilinsky and Aviv Zohar). Hell, last year I moved $4m from 1 wallet to another and it was in the wallet before I released the mouse button and finality is within 10 seconds. Also, Bitcoin was the first ever asset that adhered to the Power Law....but Kaspa is only 2 years old and adheres to it better. Hence why I have 15% ish of my pot in Kaspa.
The rest of the pot is in TAO (Bittensor), for all the reasons I mentioned in this video. I would re-watch it with an open mind and actually learn why it's a game-changer.
Also, if I just bought and held Bitcoin in 2017 till now, I'd be many magnitudes poorer than I am today. It's by flip flopping between assets that I've made alpha.
The Realistic Trader community contributes a tiny part of my income. It's just a nice friendly group where we meet up every 2 months etc.
Not sure what you mean by shilling nonsense?! In crypto you have to go with the tide. Each cycle there is a definitive tide (narrative). I've bought and held high conviction coins based on each cycle narrative. Watch this: czcams.com/video/d6MsdvFiW68/video.html
This cycle is all about AI. Hence Bittensor. I don't shill anything. I never get paid to talk about what I talk about.
In terms of not understanding/liking Bitcoin, it's not the case. Here are 2 videos from a couple of years ago saying why Bitcoin IS Economic Energy: czcams.com/video/--ZjDBmmu_w/video.html
And why it's a geo-political superweapon: czcams.com/video/zJsYuLRcAJA/video.html
But going back to the point, yes Bitcoin COULD be the big swinging dick for the next xx years. But I'm in Crypto to make PROFIT. I judge everything I do in trading in terms of "Have I beaten Bitcoin gains?" And the answer is a massive yes. Just buying and holding Bitcoin for the long term and not timing the cycles etc is for 2 types of people.
1.) Simpletons who don't understand crypto and can't be arsed to learn it properly, but they have that that innate feeling that they need exposure to it. Which is great. The market needs these people. But they will ride it all the way to the top of a cycle and to the bottom. It's egregious lost opportunity cost here.
2.) People with extreme wealth, like north of £100m and they need a real wealth preservation tool so CB dilution doesn't erode them away. Michael Saylor is the epitome of this.
Hell, since Jan 2017, BTC has only gone up 7200% ish. Meanwhile, ETH has done 145k%! And ETH is a big shit coin.
Hope this helps.
Also: czcams.com/video/CvGxYnThYSw/video.html
@@siamkidd Thanks for your reply Siam, appreciate you taking the time to respond.
Personally, if bitcoin continues to compound at ~50% for the next 5-10 years then that works for me. Greed is the enemy IMHO. Like you said in one of your recent lectures - global debasement is ~15% so I think we both agree bitcoin is likely to continue to outpace that by some margin. I don't fit into category 1 or 2 which you laid out above. I just happened to have built up some savings and want to see those continue to grow in real terms.
I do wonder when you talk about your 'pot' of Kaspa and Tao - how much of your net worth you are speculating with there. Presumably it's a small portion but this might come across as misleading to someone watching your video thinking that you put your entire liquid net worth into these projects.
I owned a bunch of shitcoins in 2017. Reading your book brought it all back. I owned Verge, XLM... I probably owned 50 different coins late 2017 / early 2018. Then started following people like Trace Mayer, Pierre Rochard, Max Keiser... bitcoin maxis you could call them. Switched all my shitcoins for bitcoin by 2021.
Page 134 of your book: "My HODLers are: NEO, ADA,TRX, VET, ONT, NEX, ETHOS, OMG, PHORE and NANO" ... we know what happened to them. They all crashed and burned in BTC terms. Poor reader who read your book and bought these now-deceased shitcoins. You said yourself you hoped people would use that book you wrote as their 'crypto bible' (page 213) - hopefully few did or they'd be rekt.
In the nicest possible way I wonder whether you're A) earlier on your journey to bitcoin maximalism or B) just a bit more of a degen!
It's interesting you end with ETH as the example of shitcoin outperformance. Even today after its recent ETF pump, if you'd bought ETH any time in the past 3 years, OR during most of 2017 and most of 2018 (periods which make up roughly half of its life) you're down in BTC terms.
99.9% of shitcoins trend to zero in BTC terms as you know, so picking winners truly is a casino. You know all this already but people coming into the space today might not.
As for your point about how fast Kaspa moves compared to bitcoin, L2s and L3s will solve for speed and a CBDC will move just as fast as Kaspa which none of us want so again, these sound like 2017 arguments aimed at noobs. Bitcoin's PoW tie to energy in the real world is what sets it apart. Admittedly I know nothing about Kaspa.
So I guess to sum up: (1) I am still curious as to your portfolio construction and how much is BTC, KAS, TAO, property, gold(?) etc... (2) You're worth several million, you got a nice plane... you got a family ... what's the end goal!? Why still play in the casino of shitcoins? (3) Would you accept/admit you're a somewhat of a degen addicted to the casino? (4) Do you believe the upside of these shitcoins in the long term is greater than the upside of bitcoin? (5) Why not just hodl bitcoin and focus on your craft? (6) Do you think Kaspa is going to dethrone bitcoin and become global money? If not then why own it?
Anyhow - I am working through your videos. You're a gifted speaker and I am enjoying the lectures!
PS. I graduated IOT 24 in Sep 2011 and held at Cranwell and Shrivenham before starting EFT in 2014. Our paths probably crossed. Cool huh!?
What meth and sideways marriage does to a man😂 love the all in brother
What do you mean?