저자: Kevin · 외국인
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샌드박스(SAND) 토큰이 메타버스 게임 알파 출시(11/29) 기대로 급등한 상황을 분석. 토큰 시가총액 약 70억 달러, 토크노믹스상 물량의 상당 부분이 창립자·어드바이저·투자자에게 묶여 있어 중앙화 우려 제기. 알파는 버그가 많을 수 있어 '소문에 사고 뉴스에 파는' 패턴 가능성 언급. 피보나치 기준 상단·하단 지지선을 제시하고 장기 가능성은 열어둠. 투자 권유가 아니라 신중함을 강조하며, 본인은 코인을 보유하지 않았다고 밝힘.
다듬은 글
we're a little over 48 hours away from black friday night use that black friday coupon link down below price goes up 11 59 friday evening for the programs on building your wealth lifetime access hey everyone me kevin here we gotta do some talking about sand and the sand token because holy moly i started researching this video on friday and folks i wish i just bought the token on friday because i would have been up double by now in fact even if i had just posted my video on monday i would have been up 70 if i bought it then but i didn't i filmed my video monday didn't really like it and then decided not to post the video and so here i am now so mowing being sad and having sadness of missing out somo now i want to be clear that i still don't own any sand token which could be really stupid but we're going to talk about why sand is running in this video we're going to talk about some potential projections uh going forward for the sand token so let's take a look at this here we go all right first thing you got to know is it's the 32nd largest crypto token right now it's up 42.8 percent on the day at the time of this recording it's at 7 and 85 cents if i had just bought it on either friday or monday or something of that effect i would have paid somewhere around 3.90 for it which is a solid double so why is this running why is this with a 7 billion dollar market cap running while at the same time we've got axi infinity not moving as much but we do have decentraland moving up 30 and at the very same time other tokens like sheba are dropping down to 37.
we've got uh avax down 8.5 percent cardano down eight percent today solana down 7.3 percent you've got bitcoin and ethereum down fractionally today why are things like decentralized and sandbox running well folks it is because of the metaverse and a really big d day coming up for the sandbox token this could potentially keep this uh excitement moving for a little bit take a look at this folks the sandbox game get ready for the metaverse folks in order for you to sign up for this you're going to need a wallet to connect to so if you don't have a wallet yet i highly recommend you get something like a meta mask not a sponsored uh metamask is basically a decentralized a wallet that you can use and uh it allows you to purchase and trade tokens much like uh well i mean some of the centralized brokerages like coinbase uh but it's decentralized and you can connect your wallet using a simple little add-on here to your chrome extension so i'm gonna copy and paste my password into here open this thing up uh you can see i have four dollars and 88 cents right now on my meta mask but it's really neat because if you wanted to register to connect you're going to have to log in with your metamask and what's very exciting right now i'm actually already logged in what's very exciting about the sandbox game is that this game is a minecraft style game that you can buy land in and by buying land you are buying plots of digital real estate within this game that you can then make money from by renting them out or having digital experiences built on top of your land so think about it like if you had an in-game casino built on your land you as the landowner get rent for that so there's a big land rush right now and what's been so exciting is individuals have gone to this land map here and what they've been doing is they've been looking for locations that are near things that they think might end up being popular so for example if you think that the german flag plot of land that says germany crypto and gaming located at 4840 is going to be popular you might click on the land next to germany and click bid and now you could place a bid in sand to bid on the nft you could also find land for sale on openc uh see look find lands on openc you just want to make sure anytime you use openc to buy something that you're looking for verified collection items because sometimes you'll see scammers that are reselling these and they don't have the check mark so you want to be a little bit careful with that but anyway one of the things that we can do here is we can go to recently sold and get a little bit of a peek of some recently sold land pieces so for example here's one that recently sold for 3.5 ethereum well three ethereum's worth about 12 grand right now right here's one that sold for 4.4 so somewhere around 16 to 18 000 so a lot of enthusiasm clearly going into these different plots of land i imagine a lot of speculation as well one thing that you can do with this game as well is you can create artwork for this game and if you create artwork you can list it on the sandbox marketplace now you do have to pay to list on the sandbox marketplace we'll talk about some of the different tokenomics in just a moment we're not going to go super super deep on those but here you can see a smiling smurf for example there's one out of one is is selling for about three thousand three hundred dollars if we go over here instead of going to newest we go to let's say highest price we can see a robot incubator is going to set you back about eighty three thousand dollars and a croco poco is gonna set you back also about eighty three thousand dollars what's really weird is when i first started filming this these were like 37 000 so uh clearly uh digital pixels are going to the moon here now it's not just digital pixels though because this set of digital pixels comes to you folks via the metaverse and a game that you'll actually be able to play and this is what has folks really really excited because the alpha for this game is launching november 29th and it's only going to be available between november 29th and december 20th now you can see a lot of gameplay footage for this online to see kind of what this looks like but what's most important is that if you want to sign up to be a part of the alpha and again hashtag not sponsored here okay doesn't matter to me i'm not i don't own any coins and and we'll talk a technical analysis uh in just a moment to determine whether i would actually buy any at this point so um what what you're going to want to do is you're going to want to register with your metamask and you're going to want to be signed up for their notifications to your email so that way you can participate in community-based events that's because on the 29th they're going to give they're going to do an alpha raffle so raffle for you to get access to their alpha now keep in mind alphas usually have a lot of bugs they come before betas right only 5 000 users are going to be able to get in 1 000 land owners are going to be able to get in so this is sort of an indication that landowners are going to have a much higher likelihood of actually getting into the game this is also why the price of land plots has substantially been been going up try playing sand but only 5 000 are going to get in it is possible that you're going to be able to buy in the secondary market alpha passes from people who are wanting to resell them presumably on uh on open c is where you'll be able to buy these so the three ways to get to get access to this game right now are either re-buying raffles being a land owner and winning in the raffle or participating in community-based events so i'm just playing a little bit of a teaser here in the background participating community-based events are going to allow four 4 000 additional raffles alpha raffles essentially to be released and that's because the sandbox team is going to release 18 different experiences over the next uh over the alpha period and so here you can kind of see what some experiences might look like within the game whether the concerts or whatever they might be they're going to release one new experience every weekday until december 20th and if you sign up via email you'll get notified for these experiences and you can sign up going to sandbox.game to experience these you can actually play to earn you can earn up to 1 000 sand uh which sand right now is about 8 so that's about 8 grand that you could earn playing this game if the value of the coin stays stable it's kind of like axi infinity which i've actually got 40k invested in where we are essentially hiring people from the philippines to make more money playing a game uh to get a smooth love potions which have value because they're nfts and have values uh or have value and uh and we're essentially splitting profit 70 30 with uh people who are playing a video game this is all through axi infinity and so there's a lot of excitement around the metaverse in sandbox potentially being something like an axi infinity so the coin and tokenomics are a little tricky i think they'll make a whole lot more sense when the game actually launches for example there's the sand token this is the primary main utility token it's also the governance token this is used for buying and selling gems and catalysts or things like nfts which are either land or assets so let's break this down a little bit sand is your overall utility token that you can use to buy other things if you buy land then you can rent out that land but you can also place assets on top of that land assets are like art or things that can have a function that are programmed into the game catalysts and gems these get a little bit more tricky so gems allow you to create assets okay so if you wanna upload an asset into the marketplace and sell it you're gonna have to use sand to buy gem spend gem and then your gem burns catalysts are kind of interesting because catalysts allow you to add special features like gem sockets to your nfts to be able to enable your nfts to have more value the higher quality the catalyst the more sockets you get i think all of these different coins honestly will make a whole lot more sense if you end up actually playing the game i'm interested in potentially trying to see if in the second either through the community events i can get access to this game or i could buy an alpha pass on the secondary market once the game actually launches the game's gonna be out for three weeks right so anyway the uh land is an erc 721 which is your basic nft standard sand gem and catalyst or erc20 those are your basic utility tokens assets are based on the newer erc 1155 this is a really a standard that supports nfts and fungible tokens fungible tokens of course just being generic tokens like a bitcoin or ethereum they're not differentiated between each other right remember an nft non-fungible means it's unique it's not something that's copy and pasted over and over again but anyway this is also a faster and more efficient well standard and this allows batch processing so that way you can reduce some free some fees kind of like using a single smart contract to be able to mint multiple different nfts so a lot of excitement around this really a lot of excitement so is there a potential that this is going to be a rug pull of a game absolutely i don't think so uh this has by no means been anywhere near as shady and i don't even know that i could really attest any level of shadiness to this like with the uh squid token i mean spelling errors uh very very shady tokenomics needing to get marbles uh to actually sell your token but the only way to actually get marbles is playing a game that you have like a 99.9 chance of losing like tote like the squid token was a disaster like it had it had scam written all over it now you never know so i always say if you're going to invest in something do you need to invest money that you are comfortable losing okay that's very very very important uh so san token look let's let's just simply look at this and understand this first from a by the rumor seldom new standpoint is it possible that sand is going to come crashing down after the game launches or after the alpha is complete abso freaking lutely why because alphas are known for having bugs alphas are known for having problems between now and when the alpha launches everybody has pure euphoria and joy everybody sees yay we have a new game coming it's going to be amazing it's going to be great remember stock dock here okay i don't only give good news i give the realistic news realistic news is this is probably a buy the rumor sell the news run up where you have euphoria about the game running up if the game operates absolutely perfectly you could potentially still have a sell-off because people are going to move on to the next big thing at least traders are i think you're going to get a lot of loyalists out of this unless of course you have a lot of bugs and crashing now keep in mind it is an alpha you're going to expect problems you're going to expect glitches and you're going to be frustrated even age of empires 4 which charges you to play the game uh and it's actually a very great game has a lot of bugs so i would expect alpha the alpha version of sandbox to really be no different this is a company that's been around since 2012 this game has been in development for four years so someone saying so look uh there's always a risk when you invest now i want to look at the technicals here and then we'll briefly look at their white paper okay so let's look at the technicals okay in order to look at the technicals we're going to jump on over here into the little trading view vinda window and uh really it's very very difficult to do technicals when you have a buy the rumor sell the news run up we know that so let's just do a fibonacci retracement this is basically our only tool we take from the top we draw to the bottom and what do we get we get potential support levels but we also get the potential of where we might run to is it possible that we're going to get uh a hit basically the next resistance level via the fibonacci of 1.68 uh percent so 61 percent more on top of where we sit now so we'd be at around 12.26 cents absolutely absolutely this is what momentum does it exponentially grows frequently in accordance with the fibonacci is it then also possible that we will rotate back down to some of these other fibonacci support levels particularly something like 8.5 absolutely not uncommon at all to go right back to a 0.5 which brings you to about four dollars and 30 cents it's also entirely possible that you could drop back down to 340 uh which which is were some of the prior levels that we've been at in fact if we go ahead and zoom in we haven't actually seen i mean we used to be at like 70 cents for this thing okay so uh we haven't actually seen a lot of enthusiasm here with the exception of recently because we're getting closer to game launch uh and this is if we zoom in over here uh we'll see we hung out briefly at about a buck eighty we hung out briefly we hung out briefly at two dollars and forty cents we hung out briefly uh around really that four thirty and four level sort of between here 350 and 430 and and we've seen a lot about three days of support right around four dollars as well but is it possible that we head back to kind of where this has been i don't know i think honestly going back all the way to the bottom here where it been 77 cents kind of implies that the game was a complete failure and enthusiasm for crypto just evaporates i don't think we would go back down to the zero on the fibonacci here i don't expect that at all but i would expect this run to potentially continue until the game launches if we have bugs and problems yeah we'll probably retrace back down to some of these other levels here okay if we now head on over into the white paper uh you can learn a lot about their voxel editor which is how you make items that can be uploaded into the marketplace it is a 44 page white paper there is a lot of great information in here it's worth looking at a page 33 and 34.
see this is kind of what we had talked about assets and avatar creators create items through the voxel editor if you have land and players use their avatars or they place assets on them you can receive a royalty fee and players pay an entrance fee of sand to actually play games on land that's how land owners get rent but you can also receive sand when you win battles races contests or whatever basically play the game and win now one thing that does somewhat concern me is that a lot of supply is not controlled by the free market but it's actually controlled by advisors founders and the company and the initial launching foundation you've only got 33 of the tokens supply that's actually potentially available on the market but if you add this up you get over 900 million of potential coins and according to coin market cap we're actually only at 892 of circulating supply in fact let me add this really quick here 515 plus 120 plus 360 means we we should have about a 995 million circulating supply but some folks potentially who are were part of these initial seed sales or whatever haven't released those yet uh so according to coin market cap we've only got a circulating supply of about 30 of all of the available tokens and that's because about 67 well three percent probably just hasn't been released from these original sales yet and the other 60 percent are actually being held by either founders or some of the original advisors or team members here so in my opinion this that that's that's a lot uh that means that people who invested at least in 2019 something like 3.4 million dollars in theory if we just take the current market cap not the total diluted well you know what i mean we're not going to go with the total diluted market cap in theory let's go with the market cap which is the circulating supply that we've got here if we take the market cap of circulating supply right now of seven billion dollars and that's nine zeros and then we divide or multiply that by seventy yeah we'll go 67 percent this is how much like the founders and the foundation and all that have these original 13 investors and people associated with them and people that they know right now technically they've got around 4.6 billion dollars so that makes me a little bit nervous that you've got a lot of life-changing money technically locked up in a vesting schedule but you know even if you if this vesting schedule started in 2019 and you're already two out of five years vested two out of five years vested or twenty percent vested with a seven billion dollar market cap kind of enticing to potentially start selling some of your shares or some of your tokens right so no guarantees but that is one thing about santa that does make me a little bit nervous it is still very very centrally controlled with the amount of tokens now do keep in mind that this game is a centralized game it's kind of like an activision blizzard creating the game but the nfts and all the other aspects are being recorded in a decentralized manner on blockchain so these are some of the thoughts that i have i highly encourage you read the white paper to learn a lot more about this project i am not a sand expert i do not own sand i am not encouraging you to buy sand i'm encouraging you to be careful and to be aware of of what we have is there a chance it's going to continue to run in a buy the room or sell the news pattern absolutely is there a likelihood that it will come falling back down substantially yes could it potentially maintain value long term because it's a metaverse play and it's going to be something like an axi where it's one of our first big launches of metaverse plays absolutely so take a look at sandbox.game and folks see you next one thanks so much bye we're a little over 48 hours away from black friday night use that black friday coupon link down below price goes up 11 59 friday evening for the programs on building your wealth lifetime access
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