The last few days I’ve been very hard for a lot of people in the space. In actuality, here’s the alpha about what’s going on and the problems.

1. Liquidity has been heavily fragmented there used to be only 3000 projects in 2017 and currently there’s over 3 million projects with approximately 100 million by the end of the cycle.

2. The market matured and so did retail investors. They now understand the investing cycles that heavily favour VCs do not favour them as well as while tokens are investing buying them means they’re going to lose money while someone sells on them.

3. Meme Coins blew up because of this fact and because they’re 100% unlocked! This is obviously more fair than a VC buying at $0,04 in the project doing a public sale at $.20 only to have the projects dumped from VC’s and screw the retail investor

4. Trying to fill up 3000 cups with 3000L like in the past with 3 million projects is extremely different. Projects used to be able to fill the cup of Liquidity up much easier and now there’s a lot less Liquidity and a lot more cups .

5. Utility lost its value due to projects that are supposed to be making revenue that are supposed to be getting users that are supposed to be revolutionary that are supposed to be disruptive that all fell on their face due to the fact they were led by poor teams making poor decisions.

6. With all that being said, there is light at the end of the tunnel for some projects. These projects are ones which are creating ecosystems around their product or service and are focussing on creating something that creates revenue.

7. The future for crypto was still bright but right now peeking between millions of projects versus a few thousand is extremely difficult. You now need to make much more informed and educated decisions as to where you put your money similarly to how you would invest in equity

8. Projects need to change how they do everything and what I mean by that is I’ve been working in this space for 10 years and I’ve seen very little change and very little reception to change. I help design a lot of the economics that created vesting because we thought that we give projects time to create revenue to create users to create actual products and services that made sense .

8. Well, I came to realize and im very vocal about it was that we needed to change how to economics were working and go back to what made sense! Back in the day, we had the Ethereum ICO we had ICO‘s like wanchain and icon, and every single one of these had 100% Token investing.

9. Not only were they invested this way there was no VC. It was always a gigantic public sale. Some of them were egregious like EOS’s, how many raised tens of millions of dollars without a real plan just a white paper

10. The reality here is this we should be going back to 100% vesting we should go back to having a gigantic force of retail winning in this space. It shouldn’t be so lopsided for the VC fund and the only way to do that is to give all the tokens in a public sale or do things in a way that benefit everyone.

11. How to do that is actually really easy. It’s giving the same price for everyone for all rounds if eesee wanna participate, they have to have the same terms and cannot be lopsided in their best thing schedules so that they’re actually aligned with the investors that are retail.

12. A great example of that is when I was working with authority, creating their Token model and we made everyone pay the same price per Token so that no one had an unfair advantage. We we did a complete vesting in six weeks. I personally rathered it be 4. This was a resounding success where everyone from the retail investor to the VC investor would make with half the tokens out 100x!

13. I’ve had a lot of pushback for four years about doing 100% investing schedules and actually with a lot of the projects that I worked with this cycle someone would say yes and then change them last minute or before spy PCs to change them to having investing in better terms for the VC saying that they were taking all the risk.

14. From my perspective, the VC are supposed to take the risk they’re not risking personal funds. Retail are the ones who were taking the bigger risk and we need to make sure that they’re taken care of you guys are taken care of. I am taking care of it shouldn’t be so lopsided in the solutions always been in front of our face.

15. The only difference now is that people who have a little bit of money can go into memes and feel like they might be able to make a little bit of profit, but the reality is most are gonna get wrecked because it’s all insiders and cabals.

16. This is some really big alpha that I’ve learned actually working in this space and I wanted to share it with all of you so you could think about it and not only think about it but actually impact the projects that you’re working with right now or that you’re invested into.. My goal now is trying to get all these projects with investing to unlock all their tokens. Sure it might cause a short term dump off, but if you have a real revenue business, where you’re actually buying back the Token it shouldn’t matter that much maybe in the short term but long-term the project will be more and more sustainable. Remove the dumpers and be able to move forward. This industry desperately needs a change and the projects that aren’t changing or likely going to start dying . The sad truth is we’re in the dot com bubble right now for cryptocurrency! There’s too many projects there’s too many scams. This little focus on utility. There’s a little focus on products services or even problems that are being solved by any of these companies. Right now, the industry is just copy and paste. Innovation feels like it’s very limited and we need to get back to that because ultimately those who solve problems have products and services have users have revenue and have a good token design flywheel. They’re gonna be the ones that last for the long-term while most of the other projects that we all love or loved in the past are going to slow slowly die that is the truth that is my truth!