DaveLevine.com: Web 3 & Cryptocurrency

Mindset Lags price 2016 bull begins 2017 euphoria  2018 Crash, Central bank reduces balance sheet 2019 bull begins 2020 Euphoria; Central Bank doubles size of balance sheet  2021 peak and crash 2022 crash transitions to the “Boring Low” What I cover: 00:30 Boring low, Eurphoric high, crash, back to boring low 01:00 Don't listen to guys who draw lines on charts 01:40 Mindset lags price 05:30 History since 2014 07:30 Where are we now 10:00  When Boring Low started 10:50 Stay calm ------------------------------------------------------- Join me on Discord: https://discord.gg/sc28FPVyv2 Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA Twitter: https://twitter.com/davelevine0com

I forgot to mention Binance! Binance is huge, but not decentralized. I only invest in decentralized platforms. Also forgot to mention Cardano. Cardano has no applications and doesn't really work yet. Forgot to mention! 00:15 Ethereum 01:15 Etherum Layer 2 - Optimism, Arbitrum, Immutable 05:20 Avalanche and Solana 09:20 Near 10:06 Polygon 11:40 Cosmos 12:50 Pokadot 13:55 Pulsechain ------------------------------------------------------- Join me on Discord: https://discord.gg/sc28FPVyv2 Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA Twitter: https://twitter.com/davelevine0com

Let's talk about your crypto portfolio.  Over the next 6 - 12 months I want to start transitioning my porfolio.  In this episode, I go through my exact strategy.  What I cover: 00:00 Intro 01:14 What I like 11:02 Locking the tokens up 16:48 Final thoughts 18:43 Outro ------------------------------------------------------- Join me on Discord: https://discord.gg/sc28FPVyv2 Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA Twitter: https://twitter.com/davelevine0com

Japanese Bond is pegged to .25% interest rate because the Japanese economy can not afford the interest payments on their giant debt if rates go much higher. So they are printing yen to buy up the bonds. It's like LUNA printing Luna to defend the UST peg. If this breaks, its not $60 billion like Luna/UST.  Its more like 6 TRILLION! What I cover: 00:00 Intro 00:38 Explanation of Japanese bonds 03:29 Why Japanese bonds exist 06:50 Should you be scared? 11:00 Outro ------------------------------------------------------- Join me on Discord: https://discord.gg/sc28FPVyv2 Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA Twitter: https://twitter.com/davelevine0com

Three mistakes I'm hearing from people regarding with dealing with this bear market: 1. You want to accumulate eth over the next several months 2. Thinking it's not going to go up soon 3. Waiting until it hits a certain price What I cover: 00:00 Intro 00:10 Mistake 1 01:27 Mistake 2 02:45 Mistake 3  07:31 Think long term 08:30 Outro ------------------------------------------------------- Join me on Discord: https://discord.gg/sc28FPVyv2 Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA Twitter: https://twitter.com/davelevine0com

Can't print with high inflation Bonds require printing Base layer losing money -pensions -no where to hide -real estate mortgage rates ETH is quality and deflationary go to quality What I cover: 00:00 Intro 00:27 Problem with inflation 04:52 Have your money in safe places 08:52 Real estate 10:40 Outro ------------------------------------------------------- Join me on Discord: https://discord.gg/sc28FPVyv2 Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA Twitter: https://twitter.com/davelevine0com

Asking why a token or the market dropped or rose on one day is the wrong question. Overall market long term market direction is caused by the central bank putting in or taking out liquidity.  (printing money or not) The correct question is whether the ecosystem and value given to users of your investment will be much larger in 3-5 years.  If it will be, then its a good investment. And its best to buy when people are not eurphoric and after big drops. The reason for those drops therefore is sort of irrelevant. What I cover: 00:00 Intro 01:20 Why is Frax down 05:40 The right questions to ask 09:27 Final thoughts & outro ------------------------------------------------------- Join me on Discord: https://discord.gg/sc28FPVyv2 Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA Twitter: https://twitter.com/davelevine0com

Some people say tokenomics is the most important thing in a crypto project. Others say it's a waste of time and all that matters is the product fit of the protocol.  In this episode I give you my opinion on it. What I cover: 00:00 Intro 00:19 What is tokenomics 01:23 Tokenomics is like marketing 03:49 Is this stupid? 05:53 Outro ------------------------------------------------------- Join me on Discord: https://discord.gg/sc28FPVyv2 Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA Twitter: https://twitter.com/davelevine0com

Frax Collateral is a bit of a rabbit hole. In this episode I cover what I like and don't like about Frax. Frax collateral today https://app.frax.finance/amos Curve 950 million (measures USDC that can be withdrawn) Liquidity DEX's $300 million ($76 million is fantom curve and $50 million Frax in Tokemak https://www.tokemak.xyz/) Investor 33 million (CVX and FPI Frax pool) Lending 24 million Frax ------------------------------------------------------- Join me on Discord: https://discord.gg/sc28FPVyv2 Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA Twitter: https://twitter.com/davelevine0com

Luna collateral backing UST market cap (I originally made a video recommending LUNA at $7 in August not October) Oct 2021 2.5 billion UST  Luna 15 billion Collateral 6x UST 10 months later March 2022 UST 13 Billion Luna 33 Billion collateral 2.5X UST Peak May 2022 UST 18 Billion LUNA 30 Billion Collateral 1.5x UST About the Collateral This collateral is Luna after going up 10x+ in six months. Payment apps didn't work and Kwon didn't care Validator value is UST and one app - Anchor over paying. _________________ Oct  2021 450 million Frax  Collateral 350 million of other tokens USDC redeemed 85% collateral 77% of Frax 10 months later March 2022 Frax 3 Billion Collateral  2.5 billion  of other tokens collateral 83% of Frax USDC redeemed 85% Peak May 2022 UST 2.6 Billion Collateral  2.6 billion  of other tokens? collateral 100% of Frax USDC redeemed 90% jumped during crash About the collateral  ie. Curve and Uniswap All on chain  USDC redeemed  Never lost its peg on chain Not all perfectly are safe, but they are everywhere. What I cover: 00:00 Intro 02:01 Luna 05:12 FRAX 10:17 Outro ------------------------------------------------------- Join me on Discord: https://discord.gg/sc28FPVyv2 Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA Twitter: https://twitter.com/davelevine0com

I changed my mind of FEI. With a stable coin, why have risk? There is no upside potential. https://app.fei.money/ https://www.voltprotocol.io/ What I cover: 00:00 Intro 00:29 My concern 04:09 Volt 06:45 What to do when changing my mind 07:56 Final thoughts & outro ------------------------------------------------------- Join me on Discord: https://discord.gg/sc28FPVyv2 Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA Twitter: https://twitter.com/davelevine0com

You can earn yield on your Eth by staking it. Yield will go up when merge launches to roughly 4% - 8%. In this episode I cover how you do it.  In this video from April, I said ETH 2.0 might launch in Sept. https://www.youtube.com/watch?v=vyKdTzUgXK4 More ETH vs BTC videos https://www.youtube.com/playlist?list=PLUThw5hf_V4Ar_NUcP7GkKGiNSdzEwDwK What I cover: 00:00 Intro 01:30 Lido staking application 03:37 Should be safe but I'm not going all in on it 04:33 20-25% is a rough number I'm going to stake 06:46 Security of outsourcing staking 10:33 Final thoughts and outro ------------------------------------------------------- Join me on Discord: https://discord.gg/sc28FPVyv2 Podcast: https://open.spotify.com/show/3yoMRmyZyAKpGvKk97xiGX Twitter: https://twitter.com/davelevine0com

What is going on with Yearn Finance. The price action has been exciting. In this epidose, I update you on my current opinions.    Links I cover:  https://yearn.finance/#/vaults https://medium.com/iearn/yearnv3-motivation-and-design-107840cb4844 https://www.yfistats.com/financials/IncomeStatement.html https://gov.yearn.finance/t/yip-66-streamlining-contributor-compensation/12247 https://fixedforex.live/ https://twitter.com/bantg What I cover: 00:00 Intro 00:40 What is Yearn? 06:02 Financials  13:30 The team 15:48 Is it a good time to sell now? 16:16 Outro ------------------------------------------------------- Join me on Discord: https://discord.gg/sc28FPVyv2 Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA Twitter: https://twitter.com/davelevine0com

We live in a multichain world! Let’s figure out which layer one smart contract Blockchain crypto tokens will be the winners in the next bull run.  We need to research the fundamentals. Which Blockchains will have the most users, total value locked, applications, users, developers, etc.  Share links to statistics in the comments below if you can find them. What I cover: 00:00 Intro 01:02 My idea 02:36 Type of data we want to see 06:02 Outro ------------------------------------------------------- Join me on Discord: https://discord.gg/sc28FPVyv2 Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA Twitter: https://twitter.com/davelevine0com

How does this crash compare to others. I have lived through 7 bubbles so I have some experience on this. What I cover: 00:00 Intro 00:48 Is this normal 04:30 Nothing is alike  06:04 Time to accumulate 12:24 Final thoughts & outro ------------------------------------------------------- Join me on Discord: https://discord.gg/sc28FPVyv2 Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA Twitter: https://twitter.com/davelevine0com

Olympus DAO moral dillemma. https://app.olympusdao.finance/ My video about apy rebasing https://www.youtube.com/watch?v=kV5rnWcL2S8 What I cover: 00:00 Intro 00:29 How OHM works 05:49 Why is it interesting 11:14 I'm not sure it's for me 13:09 Final thoughts and outro ------------------------------------------------------- Join me on Discord: https://discord.gg/sc28FPVyv2 Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA Twitter: https://twitter.com/davelevine0com

I'm getting pushback on my idea that now is a good time to start dollar cost averaging into quality crypto investments.  In this episode I cover why this is historically a good move. 6 months into the bear already + ETH 60% + Avalanche -81% + Compound -93% + Maker -80% + Axie Infinity -88% + Solana -81% + Uniswap -88% What I cover: 00:00 Intro 01:12 It's not about picking the low 02:28 Having a discipline to get in over time 05:29 There are so many unknowns 07:19 The central bank and institutional money 09:13 Try not to be stupid 11:28 Outro ------------------------------------------------------- Join me on Discord: https://discord.gg/sc28FPVyv2 Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA Twitter: https://twitter.com/davelevine0com

Warren Bufferr and Charlie Munger are anti crypto but they are some of the greatest investors of all time, so I study them and that is where I derive a lot of my philosophies that have treated me well. In this episode, I share some of those lessons. What I cover: 00:00 Intro 00:53 See who is swimming naked when the tide goes out 01:25 Its not a good year if you don't get rid of a best idea 02:28 Warren's investments often performed poorly at first 03:27 Punch card and bet big with conviction. 06:22 Be greedy when others are fearful and fearful when others are greedy 08:52 Just don't be stupid 10:06 Spend each day trying to be wiser than when you woke up 11:02 Use multiple mental models to think deeply 12:42 Outro ------------------------------------------------------- Join me on Discord: https://discord.gg/sc28FPVyv2 Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA Twitter: https://twitter.com/davelevine0com

Timing the market is like clubbing in Hollywood.  In this episode, I reveal what I mean.  What I cover: 00:00 Intro 00:45 How I get into the coolest clubs 01:52 When to get out of the club 03:13 Everyone wants time things exactly right 05:30 Outro ------------------------------------------------------- Join me on Discord: https://discord.gg/sc28FPVyv2 Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA Twitter: https://twitter.com/davelevine0com

One of the keys to my success has been following the 80/20 rule, which is the theory of within any system there is 20% that controls 80%.  If you know what the 20% is and you watch that then you can cut out the noise with the 80/20 rule. What I cover: 00:00 Intro 01:19 Baseball story 03:50 Cutting out the noise 05:08 Final thoughts & outro ------------------------------------------------------- Join me on Discord: https://discord.gg/sc28FPVyv2 Youtube: https://www.youtube.com/channel/UCT4X1qiEPR0gsZYfze6JOyA Twitter: https://twitter.com/davelevine0com