V podnikatelských kruzích se proslýchá, že úplatek za koupi Net4Gas činil až 8 miliard Kč. Místo toho, aby podezřelý nákup vysvětlil poté, co ho za něj zkritizoval Blesk vlastněný Danielem Křetínským, přešel ministr průmyslu Jozef Síkela (STAN) do útoku a obvinil Křetínského ve Financial Times, že svoje noviny využívá k prosazování vlastních obchodních zájmů. To přimělo Daniela Častvaje z Křetínského EPH, aby pro CzechCrunch uvedl, že Síkela za Net4Gas přeplatil o zhruba 23-27 miliard Kč. To by skutečně ponechávalo prostor pro nemalý úplatek. Kde je Bezpečnostní informační služba, když ji zrovna potřebujete? Nabízejí se čtyři hlavní možnosti: 1) BIS a její zahraniční partneři obchod monitorovali a zjistili, že je křišťálově čistý; 2) BIS obchod monitorovala a zjistila, že křišťálově čistý nebyl, a právě podniká příslušné kroky; 3) BIS se spolčila se Síkelou; 4) BIS se se Síkelou nespolčila, ale došla k závěru, že Net4Gas je pro české národní zájmy natolik důležitý, že malý bakšiš lze alespoň prozatím tolerovat.

Maly balsis uz je 8miliard 🙂 to uz je 16x vic nez maly baksis za pandury 🙂

Titulek ma chybu, v clanku je vysvetleno (neni to 3000x).

The 10x Gold Play In the gold royalty space, Sandstorm Gold (SAND) is an attractive play. It has over 250 royalties around the world, offering substantial diversification and little political risk from any single country or mine operation suffering a disruption. Nearly half of Sandstorm’s royalties come from South America, 41% come from North America, and only about 10% are in more politically risky parts of the world like Burkina Faso and Botswana. And they have zero exposure to resource-rich countries with high political risk, such as Venezuela and Russia.

Even when gold prices were largely flat in 2022, Sandstorm saw its revenues rise by 24% to $44 million in the first quarter of 2023. That’s partly due to the company’s strict review of any potential royalty deal. For instance, in 2020, one of Sandstorm’s royalty partners acquired a project in Turkey, and has since increased the life of mine production by 83% – and gold reserves net of depletion have increased by 85%. So even accounting for the gold being depleted as it’s extracted, improved management and technology have led to an increase in the potential resources that can be mined. We’re big fans of resource companies with sharp management that can spot undervalued operations and improve them. By providing funding to undervalued projects, Sandstorm can grow revenues not just from mining gold based on current projections, but from the increased output and lifespan that occurs from investing in better equipment and management. In addition to its direct investments, Sandstorm has taken advantage of the lull in gold mining stocks in 2021 and 2022 to make some acquisitions. Yet, with a $1.6 billion market cap and with shares trading at under $5.50, it’s a relatively

small player in the overall gold mining industry. And it’s trading at a 35% discount to royalty company peers based on its net asset value. The discount likely exists from Sandstorm’s relative underperformance compared to peers in 2022. Plus, Sandstorm has issued shares to undertake acquisitions, which dilutes existing shareholders, even if it means higher value in the long term. A move to valuation levels on par with peers could lead to a solid 40–60% return for shares alone. But a surge in gold prices could give Sandstorm a 10x return from here – for a 1,000% winner. With merger activity heating up in the space, a bigger gold company could potentially make a buyout offer for Sandstorm. That’s another way today’s investors could profit in the gold space. Even if that doesn’t happen, the company’s growth and positioning look perfect for today’s market and for today’s investors.

Action to Take: Buy Sandstorm Gold (SAND). Buy-up-to Price: See the portfolio page here. Position Size: No more than 10% of your Equities-Speculative holdings. Small investors should use no more than $200–400 and large investors should use no more than $500-$1,000. Risk Management: As a speculative holding, we won’t use a stop loss. We’ll use position sizing to manage our risk.

"Zúčastněte se podpory šestiletého Kristiánka, který bohužel trpí trvalými následky po mrtvici. Naším cílem je vybrat finanční prostředky prostřednictvím prodeje dobročinného kalendáře 'Somethin’ UP!', který byl slavnostně představen v Dexi Café v Teplicích, s přítomností Barbory Mottlové. Každý kalendář, který si zakoupíte, představuje cenný příspěvek na pomoc Kristiánkovi.

Pro získání kalendáře pošlete prosím částku 500 Kč a 85 Kč za poštovné na účet 986009/5500. Následně zašlete potvrzení o platbě na email barbora.mottlova@gmail.com s vaším jménem, kontaktními údaji a vybranou pobočkou Zásilkovny. Nezapomeňte uvést, komu chcete kalendář věnovat a zda si přejete, aby byl podepsán. Každý váš příspěvek znamená obrovskou pomoc a naději pro Kristiánka a jeho rodinu."

"Nejde o vydělávání peněz na obchodu se zbraněmi. Jde o kontrolu. Skutečná hodnota války spočívá v dluhu, který vytváří. Když ovládáte dluh, ovládáte všechno. To je čistá podstata bankovnictví. Udělat z vás všech, ať už národů nebo jednotlivců, otroky dluhu."

jak pravdivé v dnešní době

The European Union has opened infringement proceedings against Elon Musk’s social media platform X, previously known as Twitter, the bloc’s regulator Thierry Breton said Monday.

He said the step is being taken in response to suspected breaches of X’s transparency obligations and its duties to counter illegal content and disinformation, as well as in response to the social media platform’s alleged “deceptive” design of user interface.

👌

Na poště ve 🇨🇭

Salvádorský kongres schválil zákon o udelení občianstva zahraničným investorom do bitcoinu

--

Náklady na přepravu kontejnerů z Asie do Evropy se zdvojnásobily. Tyto údaje poskytla agentura Reuters s odvoláním na mezinárodní platformu pro rezervaci nákladní dopravy Freightos. Důvodem jsou stále častější útoky jemenských Hútíů na lodě plující přes Rudé moře.

Náklady na přepravu jednoho čtyřicetistopého kontejneru z Asie do severní Evropy se přibližně zdvojnásobily a dosáhly 4 tisíc dolarů. A podle analytiků Freightosu ceny porostou, některé společnosti zvýší ceny až na 6 tisíc dolarů od poloviny ledna.

--

<@477237369175670794>

Bittensor (TAO). It’s a global marketplace for open-source AI.

The Bittensor network incentivizes the best AI models to build on its network with token incentives. We expect to see many different AI applications running on the Bittensor network in the years ahead.

--

Fetch.ai (FET). It’s another pick that will benefit from the intersection of blockchain technology and AI.

It’s a platform that helps programs automate tasks like record-keeping, computation, and making transactions on the blockchain.

These various real-world applications make FET an exciting token to add. We expect it to benefit from the intersection of AI and blockchain technology that’ll unfold this year.

--

Filecoin (FIL).

Filecoin is the largest decentralized storage network. And it stands to benefit from the emergence of decentralized AI technology.

Decentralized storage is attractive for AI projects that currently store and retrieve their data using centralized clouds. It will give them more control over their data and reduce the likelihood of data being tampered with.

Boosting security through decentralization is a huge demand in AI’s growth, and Filecoin is in perfect position to help it get there

--

DIMO focuses on decentralizing physical networks. Specifically, car data.

As you know, cars today are computers on wheels. That makes car companies some of the world’s largest data producers and collectors.

By 2030, it’s estimated that 95% of cars sold will transmit data. And this data marketplace will be worth $320 billion by 2032.

DIMO enables users to attach a device to their car that records data, which the user can then sell. It’s already generated roughly $13 million for its users across 28,000 cars on its network. That’s up 20x from just 1,400 cars last year.

DIMO has raised $20 million in funding from some reputable names, including Rick Wagoner, the former CEO of GM, Amir Haleem, CEO of Helium, Coinfund, and Lattice.

--

<@518789876842364958> nestudoval někdo projet Pyth Network (PYTH) ?

ALEX Lab (ALEX) is a platform for building DeFi applications in the Stacks ecosystem.

The Stacks token (STX) is a smart contract platform that anchors itself to the bitcoin network for security.

The bitcoin ecosystem is starting to gain momentum thanks to the recent ETF approval. And projects that build on the bitcoin network will benefit as adoption expands.

That’s where ALEX Lab comes in.

It’s a great way to get exposure to this unique corner of the crypto market. And we see ALEX Lab becoming one of the fastest growing applications tied to the bitcoin network and providing greater upside than simply holding BTC.

Nic mi to nerika 🤷‍♂️

Nedavno relativne slusny airdrop, neni to ono?

Jo todle… ted je to virtual protokol

Oprava: to byl PATH

Pyth je oracle protokol npříč chainama, na Solaně snad oracle leader, ale taky pro některé projekty na evm, cosmosu atd.. Nedávno byl solidní airdop. Aktuálně odemčených 1,5b tokenů, v 05/24 se odemkne 3,5b takže pokud spekulovat na cenu tak asi nakrátko. já většinu dropu prodal, něco málo farmařím.

ano je

Utility -------
The Pyth Network 29.1.2024 / 0.39 usd is a large oracle network that focuses on publishing financial market data on-chain. (Right now, it focuses primarily on the Solana blockchain, with plans to expand.)

It sources data from over 90 first-party data providers, which include some of the biggest exchanges and market makers.

Pyth offers real-time price feeds for various financial instruments like cryptocurrencies, equities, Forex pairs, exchange-traded funds, and commodities, catering to smart contract developers on more than 40 blockchains.

It works by having data providers submit pricing information, which is then aggregated to produce a single price

The common use cases of Pyth data include spot and derivatives exchanges, structured product vaults, borrow/lending platforms, stablecoin protocols, yield optimizers, asset management solutions, and data analytics.

Pyth isn’t just limiting itself to Solana. It also reached a deal with Aptos, another high-throughput chain worth keeping an eye on.

Like Solana, Aptos functions in a very different way from Ethereum. Everything from its coding language to its infrastructure is unique, thus making a great double play for the Pyth team.

composability --------
This is pretty straightforward for a data oracle. Composability is the name of the game; Pyth’s goal is to be used everywhere by everyone.

The greater blockchains scale, the more Pyth is utilized. It’s a “rising tide” situation.

The Pyth Network is designed to be highly composable with various blockchain platforms, allowing it to integrate seamlessly with multiple blockchain ecosystems. This composability is achieved through the following means:

Cross-Chain Functionality: Pyth is built to provide its data feeds across different blockchains, not just limited to Solana. This cross-chain capability is crucial for ensuring that the valuable financial market data Pyth aggregates can be utilized by a wide array of dApps operating on different blockchain networks.

Smart Contract Integration: The data provided by Pyth can be easily integrated into smart contract logic on various blockchains. This integration is key for applications that rely on real-time financial data for their operation, such as those in DeFi.

Standardized Data Feeds: Pyth standardizes its data feeds, making it easier for developers to incorporate them into their dApps regardless of the blockchain they operate on. This standardization helps in reducing the complexity and time required for integration.

Developer Support and Tools: Pyth provides developers with the necessary tools and support to facilitate easy integration of its data feeds into different blockchain environments. This includes comprehensive documentation, APIs, and other developer resources.

By ensuring its network is composable with various blockchains, Pyth enhances the utility of its data feeds, making them accessible to a broader range of applications and platforms in the crypto ecosystem.

This approach aligns with the ethos of interoperability and openness that’s prevalent in the blockchain space.

<@798953810063392819> tobě přijde pyth zajímavý? Jako služba ok, ale proč z pohledu investice?

At the moment, Pyth is focused on growth and reinvesting its earnings into expanding market share. But once Pyth reaches a mature stage, we expect profits to be distributed to PYTH token holders.

Today, Pyth secures roughly $2 billion in assets, and it’s generating roughly $4.9 million in fees each year in doing so.

That’s about a 0.25% service fee that Pyth is generating today.

We expect Pyth’s income to balloon in size as it expands its reach to other blockchain networks and on-chain activity increases during the bull market.

One area we believe Pyth will see massive demand from is the onboarding of real-world assets (RWA). This is a trend we’ve been following closely in Pioneer.

Today, there’s roughly $5.5 billion in RWAs held in DeFi protocols.

By 2030, the Boston Consulting Group projects tokenized assets to reach $16 trillion.

That’d be a 2,900x increase from today’s levels and a massive opportunity for Pyth.

Let’s assume that Pyth can capture just 10% of this $16 trillion projected market and become the pricing oracle for DeFi applications. Let’s also assume that Pyth can generate just 0.1% per year in service fees on these assets. That’s less than half of the 0.25% it’s generating today.

If so, Pyth would be generating $1.6 billion in service fees each year.

To get a sense of how this can translate into a valuation, we can attach an earnings multiple similar to a mature tech stock.

Today, the average price-to-earnings multiple on the largest 100 tech stocks is roughly 30.

If we applied this same earnings multiple to Pyth’s projected $1.6 billion in service fees, it’d be valued at roughly $48 billion, or $4.80 per token when accounting for maximum supply.

ETFs Give Crypto Some Legitimacy
Speaking of what's next, I think the important takeaway from this continues to be having this ETFs approved by the SEC. It definitely gives crypto some legitimacy in terms of institutions being able to recommend this product to investors.

We're going to see the Wall Street marketing machine come out in full force now.

And one interesting stat I read: There was a survey of financial advisers. It’s about crypto, and they asked them if they would recommend bitcoin to a client before an ETF was approved. And 88% said no.

So you can see how this is a big deal. For Wall Street, for advisers, they kind of have the green light now to go ahead and recommend these products.

And I think we can look at the SPDR Gold ETF (GLD) as a bit of an analogy as to what could happen.

If you look at the GLD ETF, it had positive inflows for its first nine years. And, in fact, those inflows grew the first six years.

So I think we could see something similar for bitcoin. And then, of course, it’s very positive for not just bitcoin but the entire crypto asset class.

Beyond this, and what I've written about, is I think we'll see more crypto ETFs. Not just individual ETFs, but also ETFs that are theme-based.

So you may see one that focuses on DeFi, or one that focuses on smart contracts, or things like that.

So, next up, we're going to see an Ethereum ETF. There's already applications in, and the first deadline is in May. So we'll be following that closely.

And I think after that, we'll start to see some of the other bigger coins like Solana, Polygon, and Chainlink.

---

The Next Catalysts for Crypto
All right. So moving on, we have the bitcoin ETFs approved. So what are the next catalysts?

One I mentioned is the Ethereum ETF. Like I said, it’s the next deadline. We'll be keeping an eye on that.

There's also the bitcoin halving. This is where the supply of bitcoin rewarded in each block is cut in half. So this time, we're going to go from 6.25 bitcoin to 3.125. That's slated to happen around the end of April.

But I think between now and then, the narrative we're going to see emerge more is going to be the shift from bitcoin to Ethereum and the Ethereum ecosystem. And the main reason is the Dencun upgrade.

If you've been with us for a while, you know we've written about this a bunch in the past. But what essentially is happening in that area now is you have Ethereum and then you have a bunch of Layer-2 ecosystems that are building on top of it. They're doing this to take the transaction load off of Ethereum to help scale it.

So for that upgrade, they already have some testnets scheduled. And then assuming those go well, they've set a date for doing the upgrade to mainnet. And the net effect is that transactions are going to become a whole lot cheaper, and the ecosystem is going to be become a whole lot more scalable as well.

So it should be a real boon to the ecosystem and all the projects that are involved.

On top of this upgrade, we're already seeing the Layer 2s perform really well. They're hitting highs in transactions and total value locked.

You also have the fact that the amount of ETH on exchanges is at record lows. So that's going to help with the buying pressure. And then it’s deflationary, meaning it processes enough transactions and burns from those transactions to offset any new issuance from staking.

So when you combine all these, I think Ethereum's really going to shine in the next few months. And, in fact, if you watch the price action after the bitcoin ETF was approved, it was actually Ethereum that did the best and has held up the best since then.

----

Five Ethereum Plays to Invest in Right Now
So within the Ethereum ecosystem, in terms of places to be invested, obviously we like Ethereum (ETH).

Another project I like is Aave (AAVE). It’s the top lending protocol on Ethereum and the top lending protocol overall. It's been doing well recently. It has over $11.5 billion in total value locked on the protocol.

There's also The Graph (GRT), which is a blockchain data play. It serves the blockchain data to decentralized applications. It's the type of play where it’s an infrastructure play, so it benefits from crypto doing well, which is a reason we like it.

Another one is near Near (NEAR). It recently released a data availability layer for Ethereum. This is part of something I'll be talking about soon, which is the modular thesis that’s building around Ethereum.

Essentially, instead of everything happening on Ethereum, there's going to be different pieces that come together in a modular stack to create the most efficient networks. And Near has become a part of that by providing the data availability layer for Ethereum and other projects.

And then finally, there's Livepeer (LPT). This is decentralized video infrastructure. So if you want to do decentralized videos on an application, this is the project you would use. It's tightly integrated with the Ethereum ecosystem, and it's also essentially a network of graphics processing units. So in this day and age of AI, it could benefit from that trend as well.

--

Economics 101: Supply and DemandOn October 9, 1973, Egypt and Syria launched asurprise military attack on Israel. The date wassignificant because it fell on Yom Kippur, theholiest day in Judaism.This attack would later be known as the “YomKippur War.”As a tight-knit ally of Israel, the United Statesdecided to provide swift military support. To saythis support didn’t go down well with the otherArab nations is an understatement.The Organization of Petroleum ExportingCountries (OPEC) convened an urgent meetingto discuss sanctions against the U.S. and Israel’sother allies.Just 10 days later, OPEC declared an oil embargoin retaliation.The U.S. imported 115,905,000 barrels of oil inOctober 1973. By February 1974 that had droppedto 62,940,000 – a huge 45% slump in four months.OPEC wasn’t the only group the U.S. imported oilfrom… but clearly the embargo made a huge denton supply. This 45% supply cut caused oil pricesto explode.In January 1973, the average import price forcrude oil was $2.73 per barrel. By March 1974,it had soared to $11.10. So in just over a year,supply constraints quadrupled the price of oil.We saw a similar scenario play out with goldprices after the collapse of the Bretton Woodssystem in the 1970s.

This time, a significant rise in demand caused theprice increase.In the 1960s, the U.S. dollar was still pegged togold. That meant other nations could redeemtheir dollar reserves for gold.And that’s exactly what happened…With government spending getting out of controldue to the Vietnam War and Great Societyprograms… Countries began to dump the U.S.dollar and exchange it for gold, which they saw asa more stable store of value.By 1965, France started to convert its dollarholdings into gold. And the country moved it outof the vault at the New York Federal Reserve.Others followed suit.This led to the devaluation of the dollar. And asurge in demand for gold.One way we can determine this growth indemand is through net speculation of gold.This metric covers gold that’s purchased forspeculative/investment purposes.From 1972 to 1973, net speculation andinvestment demand for gold went from negative102 metric tonnes to 546 metric tonnes. And by1980, investors traded 34,000 tonnes of gold onU.S. exchanges – 25 times the global production.So it’s no surprise the price of gold skyrocketedfrom $35 per ounce in 1971 to $850 in 1980 – a2,328% increase.These are just two examples of how prices canskyrocket when supply decreases or demandincreases… It’s simple economics.With oil, it was a massive supply cut. With gold,there was a massive increase in demand.Now, imagine what happens when you combine

a massive supply shock like we saw during theOPEC oil embargo…With a massive demand shock like we saw withgold after the collapse of the Bretton Woodssystem.That’s what’s about to happen with bitcoin…

--

The BTC Demand-Side ShockAs I write, the U.S. government has finally madea decision we believe will open the floodgates tobillions of dollars flowing into crypto.On January 10, the Securities and ExchangeCommission approved 11 spot bitcoin ETFs,including from BlackRock, Fidelity, Van Eck,Invesco and Wisdom Tree.

[A “spot” bitcoin ETF simplymeans it’s backed by actualbitcoin – and not some derivativelike futures.]Combined, these 13 firms have$17 trillion under management.What makes this so crucial to thedemand side of the equation isthese ETFs must buy and holdbitcoin for every dollar thatenters their ETFs.For example, if BlackRock’sbitcoin ETF swells to $20 billionin AUM, it must own and custody$20 billion worth of bitcoin.And that’s just one of the currentETFs. Think about what thatlooks like as capital starts flowinginto 11 of them…The key point is that now theSEC has green-lit spot bitcoinETFs, institutions finally have asimple vehicle to invest in crypto.And thanks to bitcoin’s ability tosupercharge a portfolio’s returns,everyone will want a piece.This will open the floodgates tobillions of dollars in capital – a huge surge indemand.We saw something similar happen when the SECapproved the first gold ETF in 2004 – the SPDRGold Trust (GLD).GLD made it easier for people to buy the metal.They no longer had to own physical bars. Instead,they could just buy the ETF, which represents aportion of physical gold.It was an immediate success.The ETF exposed millions of new investors to thephysical metal.

It’s estimated that 60–80% ofGLD buyers were first-time buyers of gold.We believe the launch of a spot bitcoin ETF willsimilarly bring in millions of new crypto buyers.According to a Bitwise/VettaFi 2024 BenchmarkSurvey, 88% of financial advisors interested inpurchasing bitcoin said they were waiting untilafter the SEC approves a spot bitcoin ETF.That approval is done. Now they have no excusesto get their clients into bitcoin.

This suggests an ocean of capital is gearing up toget into this asset class.So let me set up the opportunity for you as simplyas possible…If the demand story plays out as we expect… andyou combine it with a guaranteed supply cut fromthe halving… where do you think bitcoin priceswill go next?That means the potential for $100,000,$500,000, or even $1 million per bitcoin – is verypossible.But here’s the thing… Bitcoin is just thebeginning. As bitcoin goes, so does the rest of thecrypto market.And while everyone should own some bitcoinahead of Crypto’s Fourth Shock… the potential tocreate life-changing wealth from today’s levels issomewhere else.That’s why we’ve pinpointed a handful of smalleraltcoins that we believe are some of the best betsto profit from the coming shock.And when altcoins take off during a bull market,impossible profits become possible.

--

When Bitcoin Flies, Altcoins Fly Higher Everything in our analysis points to a surge inbitcoin’s price after this Fourth Shock. And whenthis happened before, the entire crypto marketbenefitted along with bitcoin.But a few small tokens saw the best returns…After the first bitcoin halving in 2012, its pricesoared over 7,500%. However, Litecoin (LTC)spiked 14,690% – nearly double the performanceof BTC.However, crypto was still in its infancy in 2012.So there weren’t as many altcoins around as there

are now. That made it an exciting time to get intocrypto. Teeka made his first crypto recommendations before the July 2016 halving.He foresaw what this guaranteed economic shock would mean for crypto. And he predicted it wouldlead to a surge in not just bitcoin, but altcoins, too.That’s why in addition to purchasing bitcoin,he recommended a newer emerging cryptocalled Ethereum. These both exploded after thesecond shock, sending bitcoin flying 17,233% andEthereum gaining 49,277% at their respectivepeaks.We saw this play out again during the pandemicin 2020. When Teeka pounded the table onbitcoin, he also recommended several altcoinsthat took off like rockets as money once againflooded the system.Readers who listened to his advice and acted hadthe chance to make 19x on Numeraire (NMR), 51xon Streamr (DATA), and 79x on Enjin (ENJ).And now, it’s time to position ourselves ahead ofthis shock once again.In this special report, we’ve put together amodel portfolio of five cryptos – bitcoin andfour altcoins we believe could potentially delivergreater returns than bitcoin.Below, we’ll reveal the five coins Teeka and Ibelieve will benefit the most from Crypto’s FourthShock. Of course, the first pick is bitcoin. I knowthat doesn’t sound sexy. But hear me out…Bitcoin isn’t simply a world-class crypto… It’s aworld-class asset everyone should own.As I’ll explain below, we expect it to hit $500,000over the coming years. So it still has plenty ofupside from here.

--

Coin No. 1: Bitcoin (BTC) 20.1.2024 - 41.573,- USD , Coin No. 2: Ethereum (ETH) 20.1.2024 - 2.468,-USD

Coin No. 3: The Graph (GRT) 20.1.2024 -0.1578 USD , ------ It Worth? Since its launch in December 2020, The Graphhas served over 1 trillion data requests. Today, itaverages roughly 1 billion data requests each day. Over the next five to 10 years, we believe thisnumber will grow 100x as the use cases forblockchain expands.Let’s assume The Graph can monetize this data atan average price of $0.0001 per data request.We believe it’ll be able to charge this for itsservices since easy access to trusted data is avaluable commodity.If The Graph can charge $0.0001 per datarequest, it could generate $10 million in revenuesper day at the growth level we expect… or roughly$3.65 billion each year. To get a sense of what this means for a valuation, we’ll give The Graph an earnings multiple similarto Google. Today, Google trades at a price-to-earnings (P/E)ratio of 25. If we apply the same valuation to TheGraph, its market cap would be $91.25 billion.That’s $9.13 per token when accounting formaximum token supply.[The P/E ratio represents what an investor iswilling to pay for $1 of current earnings.

Forexample, at a P/E ratio of 20, an investor issaying they’re willing to pay $20 for $1 of currentearnings.]That’s a 7,030% increase from today’s prices…Enough to turn every $1,000 investment into$71,300.Today is a great opportunity to add The Graph toyour portfolio at discount prices to capitalize onthe AI trend that’s just getting started.As more users enter the space, the data theyproduce will become increasingly valuable.Whether it’s token prices, the flow of stablecoins,lending stats, or any other transactions triggeredby users.Friends, Google’s search is simple to us now… Butat the time it came out, it was groundbreaking forWeb1. And those who invested in Google in the1990s saw life-changing returns.Now that we’re entering the era of Web3, TheGraph has a similar opportunity to use its innovative data-searching technology for AI. Andwe can get on the ground floor to make potential 7,030% gains.Providing blockchain data services to AI is amassive opportunity. And The Graph is leadingthe charge in this space. That makes it a mustown project. Action to Take: Buy The Graph (GRT).Buy-up-to Price: $0.25.Stop Loss: NoneBuy It On: Coinbase, Binance, or Kraken Store It On: MyEtherWallet, MetaMask. orLedger Position Size: $200–400 for smaller tradersand $500–1,000 for larger traders

Coin No. 4: Stellar (XLM) 20.1.2024 - 0.114 USD

What’s It Worth? As mentioned above, altcoins often followbitcoin’s lead and give us a chance at multiplyingour returns.Following the last bitcoin supply shock in May2020, Stellar (XLM) soared 1,134% in less thantwo years while bitcoin surged only 690%. I believe we’ll see something similar following thefourth supply shock with Stellar. Here’s why…Stellar represents the future of banking andintends to address the gaps that currently exist inthe financial system today.Whether it’s asset issuance, remittances, crossborderpayments, or CBDCs, Stellar is involved.And that means its total addressable market is huge – hundreds of trillions of dollars.As it is, the current financial system has createdtremendous value for the companies that helpmove money around the world. Diversified banks such as JPMorgan Chase, Bankof America, and Industrial and Commercial Bankof China are all valued north of $200 billion. We see Stellar becoming the diversified bank ofthe future. And it could command the valuationof the average diversified bank, which stands at$77 billion.That would put the price of XLM at $2.87. That’sa 2,151% increase from today’s prices… Enough toturn every $1,000 investment into $22,510.Right now, you can buy it for about $0.12. Action to Take: Buy Stellar (XLM).Buy-Up-To Price: $0.35.Buy It On: Coinbase, Kraken, or BinanceStore It On: Ledger or Trezor Hardware Walletfor optimal security. Or you can use a hot walletlike TrustWallet or ExodusPosition Size: $200–400 for smaller tradersand $500–1,000 for larger traders

Coin No. 5: Chainlink (LINK) 20.1.2024 - 15.99,- USD

What’s It Worth? Groundbreaking altcoin projects like Chainlinkgive us a chance at multiplying our returns overjust owning in bitcoin. Following the last bitcoin supply shock in May 2020, Chainlink (LINK) soared 1,302% in lessthan two years while bitcoin surged only 690%.I believe we’ll see something similar following thefourth supply shock with Chainlink for a couple ofreasons…The tokenization of RWAs is now about toaccelerate.A recent survey by banking giant BNY Mellonfound 97% of institutional investors agreedthat tokenization stands to revolutionize assetmanagement, potentially worth $16 trillion.Since Chainlink will help facilitate communications and transactions across blockchains on a global scale, we can compareit to the likes of a payment processing giant like Visa or Mastercard. Today, these payment technology companiescollect network fees for processing transactions.They allow consumers to make transactionsquickly and seamlessly at millions of merchantsaround the world.We believe Chainlink will help facilitate similartransactions between every corner of the financialmarket in the future.As of publication, Mastercard and Visa fetch acombined value of $937 billion.

Over the next five years, as $16 trillion in assetsbecome tokenized, we believe Chainlink couldfetch a value of at least 10% of these two networksif it maintains its status as the go-to protocol forcross-chain communication. That would give it an $93.7 billion valuation…or $155 per token when accounting for today’scirculating supply. That’s a 958% increase in price. Enough to turn a$1,000 investment into $10,580. By owning Chainlink (LINK) today, you can putyourself in a position to profit from the fourthshock. Action to Take: Buy Chainlink (LINK).Buy-up-to Price: $25 Stop Loss: None Buy It On: Coinbase, Binance, Kraken, orKuCoin Store It On: MyEtherWallet, MetaMask, or Ledger Hardware Wallet for optimal security. Position Size: $200–400 for smaller tradersand $500–1,000 for larger traders

Microsoft lays off 1,900 workers, nearly 9% of gaming division, after Activision Blizzard acquisition

Three Major Crypto Narratives in 2024
Moving forward, we see not only one crypto narrative… but a meta-narrative consisting of three major themes in crypto.

They are:

--🚀 Artificial intelligence (AI).

According to consultant firm PwC Global, AI is the largest megatrend of our generation. It estimates it will create $15.7 trillion in new wealth.

But AI is facing a major hurdle to mainstream adoption: lack of computational power. Fortunately, there’s a solution to the GPU problem. And it comes from blockchain technology.

These blockchain projects connect users seeking computational power to providers with excess computing power. So this will lead to a major convergence of two of the biggest technological trends of our lifetimes.

-🚀 Layer-2 scaling technologies.

Bitcoin is secure. It has never gone offline or been hacked. It’s the strongest and most robust network that you’ll find in crypto.

Despite all of its advantages, there are arguments that Ethereum is more relevant and important to a future of decentralized finance and networks than bitcoin.

But what if there was a way to do everything Ethereum can do using the strength, stability, and reliability of bitcoin’s network? This is the promise behind bitcoin Layer-2 scaling technology.

--🚀Decentralized physical infrastructure (DePIN).

“Smart” technologies are all around us, whether it’s your smartphone, smart appliances, or high-tech car. Today, these devices are connected to networks through the traditional internet. However, that leaves them vulnerable to malicious attacks.

Blockchain networks are much more secure. And that’s where DePIN comes in.

This new technology connects these smart devices to the internet through more secure blockchain networks. At its core, we’re talking about data networks that allow for economic benefits to flow to all users and not just tech companies.

Let’s start with AI.

In 2023, just about all anyone could talk about was AI.

It was the biggest narrative of the year. And it was a huge reason why the world’s biggest tech companies hit all-time highs and smaller AI stocks rallied.

Nvidia’s stock price tripled over the last year, driven by its AI hardware development.

AMD’s stock price is up 144% in the last year, again for its AI chip development and being Nvidia’s closest technology competitor.

Lending company Upstart Holdings, which uses AI to make lending decisions, shot 508% higher as the AI narrative took hold in the stock market.

According to PwC in its Global Artificial Intelligence Study, AI is projected to contribute $15.7 trillion to the global economy by 2030.

The AI theme isn’t going away. And its underlying technology will impact every known industry on Earth.

That includes crypto… And it all starts with “AI agents.”

An AI agent can perform a variety of tasks. For example, it could use real-time data about weather and traffic to coordinate your travel.

Or it might act as your investment adviser, making trades for you based on real-time market data.

Humans can’t process, analyze, and respond to data as quickly as an AI agent can. AI can think and make decisions faster in situations where speed and accuracy is important, be it a customer service chat, a logistics network, or an investment brokerage account.

AI agents should also be open and accessible to all. They’re a cost-effective and easy way for anyone to access large language models and machine learning anywhere in the world.

This is why we have two plays based on the narrative around AI agents: ||Bittensor (TAO) 25.1.2024 / 250 usd and Fetch.ai (FET) 29.1.2024 / 0.60 usd.||

You’ll find our full write-ups on these tokens below.

The next major narrative is Layer-2 scaling technologies.

A major complaint against bitcoin over the years is that it’s not a “productive asset.”

Skeptics complain that bitcoin can’t scale to accommodate a global payments system, and that the increasing cost of transaction fees makes it unsuitable for anything other than being “digital gold”

For many, a store of value is the most obvious, and only, way in which bitcoin should be used.

However, bitcoin Layer-2 solutions leverage the security and robustness of the network and enable everything from decentralized applications (dApps) and DeFi to non-fungible tokens (NFTs), Web3, and the metaverse.

Ethereum is known as the network for having all these tricks up its sleeve. But through Layer-2 technology, there’s a way to do all that but on the bitcoin network.

One of the big thematic narratives in the next bull cycle will be the use of bitcoin Layer-2 networks and bringing DeFi to the bitcoin ecosystem.

That’s why we’re re-recommending the Stacks (STX) network as one of the ways to play this big thematic narrative.

Another Layer-2 play is ALEX Lab (ALEX) 29.1.2024 / 0.27 usd Uniswap (a decentralized exchange) is to Ethereum what we see ALEX Lab being to bitcoin. And the numbers, which we’ll dive into shortly, show that’s not an unrealistic outlook.

The third and final narrative is DePIN.

As mentioned above, blockchain networks are much more secure than traditional internet networks. So it’s no surprise businesses would eventually consider connecting physical devices and networks to the blockchain.

One example is IBM’s pilot test of a blockchain-based food tracking network in 2018. The idea was to provide a system where you could see the entire journey of food along a supply chain.

And in April 2019, Land Rover partnered with the IOTA Foundation to test the use of “smart wallets” in the company’s vehicles.

The connected cars shared real-time data on pothole locations and traffic congestion using the IOTA decentralized network… And drivers would earn cryptocurrency for sharing their data.

After announcing the partnership with Land Rover, IOTA exploded from 26 cents to $2.52 in 2021 – an 869% increase.

These are just a couple examples of the DePIN narrative, which we see roaring back in 2024.

DePIN covers a wide gamut of possibilities from car connectivity to logistics and supply chain tracking to data storage networks and even micropayments between connected machines and devices.

According to Messari, the addressable market that DePIN could disrupt is $2.2 trillion. And it could scale to reach $3.5 trillion over the next four years. That includes sectors such as cloud, wireless, sensor, and energy networks.

We believe the narrative behind connecting physical infrastructure to crypto networks will become a significant narrative in 2024.

Both Filecoin (FIL) 29.1.2024 / 5.16 usdand DIMO (DIMO) 29.1.2024 0.45 usd fit perfectly into this major theme of DePIN.

They’re very different in what they do and what they can deliver. But both projects are central to the DePIN narrative.

"Two U.S. officials said that Iran has readied more than a hundred cruise missiles for a possible strike"

--

SkyNews Arabia correspondent: Reuters informs its employees in Basra that Iranian missiles will pass through the city’s airspace and asks them to prepare

Zvýšené bezpečnostní opatření v centru Teheránu poté, co byl dnes večer v celé zemi vyhlášen výjimečný stav.

ALERT – Iranian security council: Sabotage is involved