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as the crypto world still processes the impact of the FTX bankruptcy Kathy wooden the team at ARC invest have just released their analysis for the month so as always we'll be taking a look at the key points made and also why they remain extremely bullish even in the worst part of this crypto winter and so we'll be covering three main things firstly Kathy makes a great point that Bitcoin and ethereum have just passed a very important test then she gives a perspective shift showing why we are still very early in the crypto market and then we'll finish with why she believes a 30X is coming and why this is not just an investment of our lifetime but of anyone's lifetime as always if you do enjoy anything in the video then drop a like always appreciated okay first up Kathy gives is an overview for the month and why crypto just passed a very important test is the crypto market and uh you know I think in in uh our asked our last in the Know video um we were remarking and impressed that Bitcoin had been much more stable it was in the 17 and a half to 23 000 range had been more stable than the equity markets in the bond markets and we we thought wow that that could be a leading indicator uh maybe Bitcoin is going to be a leader in the next bull market and then of course early in November FTX went bankrupt uh it does appear that there has been fraud involved now what we took from the the price break associated with it if you looked at a chart of Bitcoin as many technicians have from the beginning of this year they've basically said this thing is going back to ten to twelve thousand that's where it has support it doesn't have much support between here and there well guess what it stopped at 15 and a half and it is now around 17.
so it has withstood a massive uh amount of uncertainty in terms of what's going on in the crypto market and one of the things we um uh have have been impressed by is how the Bitcoin blockchain and ethereum neither one of them skipped a beat in terms of operations no transactions interrupted at all if you think back if you're in the markets in 2008 2009 uh the markets froze Banks stopped processing they didn't know where the counterparty risk was and uh they they they didn't they they didn't that the absence of information the absence of transparency just the market froze and the FED had to come in it was a near-death experience for the Global Financial system so firstly you may have already seen and I've certainly covered this a few times myself that there are a number of calls for Bitcoin to go down to this twelve thousand dollar range as technically there is Major support but as Kathy pointed out Bitcoin held the line at 15 000 and this was against the huge impact of the downfall of FTX and then the other key point is that unlike traditional financial markets when in the great financial crisis of 2008 when in the middle of the crisis the banks began freezing up whereas Bitcoin and ethereum for this entire year continued to work as normal and they did not skip a single transaction so I would say they are now officially battle tested okay next up Kathy now gives a great comparison as to why we are still very early in the crypto Market and then just to put into perspective uh the The Fallout from from from crypto at its peak uh the crypto asset ecosystem all of it I think there are more than ten thousand crypto assets most of them or many of them will not be worth much but there has been a lot of speculation um the entire crypto asset ecosystem hit uh somewhere between 2.9 and 3 trillion dollars is now down to roughly 800 billion dollars now put that in context apple is a 2.3 trillion dollar company One stock uh so that just gives you a sense of how early we are still and how it how unlikely it is that what has happened in crypto could cause a systemic financial crisis now we probably are going to see more fall out uh and we think we can Dimension it so a good point made in that Apple just one stock is three times the size of the entire crypto market so this does say to me that it's undervalued for sure now investing in crypto unlike stocks and bonds we don't work with five percent or ten percent annual gains we work with 10x 20x even 100x increases but as we all know this does come with bigger downsides as well and to finish up this is why Kathy believes a 30X is still coming our way and so what we encourage our companies to do now that we are ready for prime time is to invest aggressively right now to capitalize on some of the most important investment opportunities of our lifetime of the last really ever really ever we believe that the market cap associated with truly disruptive uh Innovation transformative Innovation will go from 7 trillion now less than 10 percent of the global Equity market cap to 210 trillion in the next eight to ten years that's a 30-fold increase that's exponential growth and I think that a reason a lot of people have trouble with our strategy is we've grown up in a world of linear linear growth and the last time many investors heard those the phrase exponential growth was in the tech and Telecom bubble and there's a lot of muscle memory associated with that many of those managers became value managers uh I know and I hear them denigrate our strategy perhaps because of their experience we've been doing the real research on disruptive innovation and according to Wright's law and according to all the learning curves cost declines and so forth we are ready for prime time in the five areas around which we have centered our research in investing so from Kathy Woods perspective now is the time to invest aggressively to capitalize on investment opportunities that are not just the best In Our Lifetime but in anyone's lifetime so how's that for a call as if the best opportunity in our lifetime wasn't enough it's actually the best opportunity in anyone's lifetime ever and so to sum up Bitcoin and ethereum have continued to shine and they didn't miss a single transaction even in the worst market conditions which is much better than the traditional financial markets the fact that the entire crypto Market is just one third of one stock shows that we are still very early and as of right now in the midst of this huge crash Kathy believes now is the time to invest aggressively so they are guys hope you enjoyed now I will be releasing my own personal plan for 2023 so stay tuned for that but for now just to say if you did enjoy anything in the video then drop a like and a big thank you to everyone who does and I'll see you in the next video bye for now
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