Billion dollar CryptoCurrency Portfolio

Investment Cycles Implied by Metcalfe-Lee’s Law

1. First cycle early adoption bracketed on the fight by a huge coin velocity spike.
2. Second cycle, adoption chasm not very much ROI%
3. Third cycle, starts when active nodes get larger than the square root of the coin supply and is characterized by increasing returns.

NOTE: Metcalfe-Lee’s model also implies that a blockchain will DIE when the active nodes drop below the square root of the coin supply.

Core Gist of Blockchain

1. PoW blockchains temporarily use speculators to jump-start coin usage.
2. We have a limited supply of Speculative demand, about $10 trillion.
3. PoS App and PoW app blockchains are designed to use app usage as a way to jump-start coin usage.
4. Metcalfe-Lee’s Model Law Formula has model limits, see next paragraph for description of one of them(yes, there is more than one)

The 400% ROIs are Temporary! Easiest way to loose money would to believe that John McAfee is not lying when he states that bitcoin will reach $1 million per coin. Simple math:

20 Million coin times $1 million = $20 Trillion

That is greater than the world’s gold supply at $7 trillion. Will not happen. And, John promised that he will eat his dick when it does not happen. Hey John I got the mustard here for you to use with that meal!

Scared Yet?

Relax, I am just stating the obvious that betting on PoW App blockchains that are switching to PoS are the way to go in both the short-term and the long-term.

How Short of Period for the 400% gains?

We have about between 6–12 years of those gains left to live out before things slow down to 20% gains.

The Portfolio

ETH

ETC

Qtum

Zcash

Monero

Ripple

First three are somewhat long term, as most of those three are switching to PoS at some point. The other 3 are temporary portfolio items for as long as this wild ride of 400% returns last and meant to be liquidated once the peak has been reached.

Composition is most in the first 4 and 10% of portfolio in Monero and Ripple.

But you said Billion Dollar Portfolio

Do you want to be taken for all your money? You need to wake the eff up now before you loose all your money. No geek created platform, even when based on economics and game theory can defy how much money the world has to speculate on in investing.

Disclosures

1. you CAN Loose money.
2. My investment analytical tools are different from the day-trading chart idiots who think they can ahead of news and the dark pools(they cannot as the full volume of the trades still show up as its a PUBLIC blockchain after all…miners see that increase or decrease in transaction volume and react as they are the final market makers not the coin exchanges.)
3. I have a pipe dream of setting up investment advising blockchain news letter at subscriptions of $65k apiece.