Latest / The Paul Barron Crypto Show / Avalanche 100X?🚨$800 Billion Market Analysis🔥$AVAX
Transcript
- 0:06Speaker 1: You guys ask for it, and that is an Avalanche update. Today,
- 0:08Speaker 1: we're going to give you some insights that may take
- 0:10Speaker 1: Avalanche to the moon. And I'm not kidding. There are
- 0:14Speaker 1: a lot of breakdowns in this that you do not
- 0:16Speaker 1: want to miss. My name is Paul Barren. Welcome back
- 0:18Speaker 1: in the tech path. Let's just get started today.
- 0:20Speaker 2: On this one. I want to go right to a
- 0:22Speaker 2: John wu tweet. But John is the and he's been
- 0:25Speaker 2: on our show many times. He's the president of AVA Lapse.
- 0:27Speaker 1: Increasing the success of loyalty programs is something that's been
- 0:30Speaker 1: around for a little bit and it's called TYB. We'll
- 0:32Speaker 1: get to all of what that is in a second,
- 0:34Speaker 1: but it's showing how brands and celebrities can really leverage
- 0:38Speaker 1: tokenized rewards and this is something that any brand will.
- 0:41Speaker 2: Be able to do.
- 0:42Speaker 1: He expects this space to grow one hundred x and
- 0:45Speaker 1: I agree with him with that. I want to go
- 0:49Speaker 1: over to TYB and this is Paris Hilton, one of
- 0:52Speaker 1: the keys that have started.
- 0:54Speaker 2: Now.
- 0:54Speaker 1: Granted, if you look at this and you zoom in
- 0:56Speaker 1: on that, you'll see only about a thousand members. But
- 0:58Speaker 1: this one is first, just get started. One item that
- 1:02Speaker 1: of course Paris Hilton's is done claim your Living Society collectible,
- 1:05Speaker 1: so you've got collectibles. There's a token that's related to this.
- 1:08Speaker 1: If you can kind of see the token, it'll the
- 1:10Speaker 1: more tokens you unlock, the better the rewards and events.
- 1:14Speaker 1: Get further into this, you can get into things around challenges.
- 1:18Speaker 1: These will be all sorts of things where celebrities start
- 1:21Speaker 1: to benefit. This up much like loyalty programs that you
- 1:24Speaker 1: see in retail operations and then collect and redeem tokens
- 1:28Speaker 1: right there, they are your engagement pays off. Coins you
- 1:30Speaker 1: earn from completing challenges and making purchases can now be
- 1:33Speaker 1: redeemed for discounts on their website, So that is all beneficial.
- 1:38Speaker 1: And if you look further into this, this is a
- 1:40Speaker 1: tweet right here by Paris Hilton where she's actually in
- 1:43Speaker 1: there communicating with her fans inside the platform, which is
- 1:48Speaker 1: huge because it starts to integrate this level of loyalty
- 1:53Speaker 1: that John Woo and I have talked about many times
- 1:55Speaker 1: is that this may be the killer app for avalanche
- 1:58Speaker 1: and of course for blockchain. Others that are playing within
- 2:02Speaker 1: this space. Of course, is Scarlet Joe and she's got
- 2:05Speaker 1: a whole community. That is, if you look at hers
- 2:07Speaker 1: right now, she go get about ten thousand members. But
- 2:10Speaker 1: same kind of scenario. You can claim your Hydration Hero collectible.
- 2:14Speaker 1: Right there's the challenges that you can earn the token
- 2:18Speaker 1: right there, which is the outset token. All right, So
- 2:21Speaker 1: don't think that this is just you know, a makeup
- 2:24Speaker 1: brand says hey, let's put Scarjo's face on it. No,
- 2:26Speaker 1: these are their brands, which is something that we've talked
- 2:29Speaker 1: about many times before. I'll explain this in a second,
- 2:31Speaker 1: but I want to show you this clip of Scarlet
- 2:34Speaker 1: and how she's kind of integrating this into her own brand.
- 2:36Speaker 2: Take a look.
- 2:37Speaker 3: I can't even tell you how excited I am to
- 2:39Speaker 3: be on Amazon. I am such an Amazon shopper. I
- 2:42Speaker 3: don't know what I did before Amazon, do you. All
- 2:44Speaker 3: of our products will be shoppable at the carousel, so
- 2:47Speaker 3: you guys can have ease the ease of shopping on Amazon.
- 2:51Speaker 4: Scarlet showed me a few of the favorites.
- 2:53Speaker 3: So this is our whole line here, This is our
- 2:56Speaker 3: blue clay mass, which I'm upset.
- 2:58Speaker 4: Us be such an entrepreneur.
- 3:00Speaker 5: It's such an entrepreneur and you see it's this movie style.
- 3:01Speaker 6: But then I saw her in the office.
- 3:03Speaker 5: She's really in it. Yeah, very invested in it. The
- 3:07Speaker 5: gift I'm geting, this is the gift I'm giving you.
- 3:09Speaker 3: Yes, so this is a limited edition headband.
- 3:12Speaker 7: You're ready to put it on?
- 3:13Speaker 2: Oh? All right? So they're having fun with this.
- 3:16Speaker 1: I think this goes back to the whole celebrity move
- 3:19Speaker 1: to bigger brands, and if you look at Ryan Reynolds,
- 3:22Speaker 1: Ben Affleck, you could go down the list of companies
- 3:26Speaker 1: and brands that have kind of connected together. But now
- 3:28Speaker 1: I think what we're dealing with is the opportunity for
- 3:30Speaker 1: these celebrities to do the startup brands so much faster
- 3:35Speaker 1: and integrate loyalty, blockchain and of course what will eventually
- 3:39Speaker 1: be value to their users and their customers. This is
- 3:43Speaker 1: the CEO of tyb talking about it.
- 3:46Speaker 8: Take a look, because I joined the Outset community a
- 3:48Speaker 8: couple of weeks ago, and if I'm remembering correctly, if
- 3:51Speaker 8: you do a certain number of things and get a
- 3:52Speaker 8: certain number of awards, you can actually join like Alive
- 3:55Speaker 8: with Scarlet where she teaches you about brand and like
- 3:57Speaker 8: why she started it, like or at least people my
- 3:59Speaker 8: age don't stand is like these are the passion projects
- 4:02Speaker 8: of some of the world's like most influential people. They
- 4:05Speaker 8: want to be giving back to these communities, I think
- 4:08Speaker 8: in a different way than the way that they think
- 4:09Speaker 8: about their social platforms.
- 4:11Speaker 6: It's cool because Scarlett's not on social, so she doesn't
- 4:14Speaker 6: have her own account on an Instagram, but she does
- 4:16Speaker 6: on TIB and so access to Scarlett is kind of
- 4:19Speaker 6: one of the main perks. The goal with TIB was
- 4:23Speaker 6: help brands have a measurable own channel where they can
- 4:26Speaker 6: show the business impact of this growing and powerful community.
- 4:31Speaker 8: Can it be like a food brand? How do you
- 4:33Speaker 8: think about sort of the ideal customer that should be
- 4:35Speaker 8: finding you and using TID like.
- 4:36Speaker 6: The pattern that's most struck me is it's definitely a
- 4:40Speaker 6: youthful gen Z customer or community member that wants to
- 4:43Speaker 6: engage in this way. That's probably the number one kind
- 4:46Speaker 6: of pattern so far. That's going to take some time
- 4:48Speaker 6: to get there, but I think in the next five
- 4:49Speaker 6: years the next Nike, for example, will be founded, funded
- 4:54Speaker 6: and run in an ecosystem like DIB.
- 4:56Speaker 1: And She's right, this is where you would be able
- 4:58Speaker 1: to connect with scar Johannison.
- 5:00Speaker 2: She's not on social.
- 5:02Speaker 1: In other ways, we may see a potential here where
- 5:05Speaker 1: celebrities start to detach from that and then channel through brands,
- 5:09Speaker 1: which could create an absolute massive integration into loyalty. And
- 5:15Speaker 1: this could apply to movies and things of that nature
- 5:17Speaker 1: down the road, especially around some of these celebrities. But
- 5:19Speaker 1: also she also touched a little bit on food brands, restaurants,
- 5:23Speaker 1: all sorts of companies that will eventually be able to
- 5:25Speaker 1: go this direction. All of this is trending to what
- 5:27Speaker 1: I've been talking about for quite some time, and that
- 5:30Speaker 1: is loyalty. Here Selena Gomez, same thing, She's got a
- 5:33Speaker 1: little bit more members on it, same kind of scenario.
- 5:36Speaker 1: You can join the wait list for her. And then,
- 5:39Speaker 1: of course, if you want to look at the brands
- 5:40Speaker 1: in general that are involved, it's not just even though
- 5:43Speaker 1: there are a lot of beauty brands on here, but
- 5:45Speaker 1: if you scan way down on this, you'll see fashion
- 5:47Speaker 1: in here, lifestyle and wellness communities, and then I think
- 5:51Speaker 1: next up as food and beverage. So that's a good
- 5:53Speaker 1: example of how all this plays together. And again, these
- 5:56Speaker 1: are individual companies that are inside tyb as the platform
- 6:00Speaker 1: that creates this tokenization around loyalty that plugs into the
- 6:04Speaker 1: brand boom. You've got Avalanche right there in the center
- 6:07Speaker 1: of it. Now, if you look at the size of
- 6:09Speaker 1: the markets, because this is beauty and personal care, which
- 6:12Speaker 1: is a lot of people who have never been in
- 6:14Speaker 1: Web three before and they're starting to look at this
- 6:17Speaker 1: an opportunity. And of course, the global size of the
- 6:20Speaker 1: market right now this is twenty twenty three around three
- 6:22Speaker 1: hundred and seventy four billion. By twenty thirty two, it's
- 6:25Speaker 1: going to overdouble, it looks like, so seven hundred and
- 6:27Speaker 1: fifty eight billion by twenty thirty two. This is significant
- 6:31Speaker 1: in terms of the opportunity of where this could be
- 6:34Speaker 1: going further into this. This kind of gives you another
- 6:38Speaker 1: level of how these things can be used with Avalanche.
- 6:41Speaker 1: Avalanche of course is now partnered in with Pressman Film.
- 6:45Speaker 1: Now this is a production company, all right, So this
- 6:47Speaker 1: is the platform Republic. We've shown this before, So it's
- 6:50Speaker 1: basically a kickstarter for all sorts.
- 6:52Speaker 2: Of companies, including independent filmmakers.
- 6:54Speaker 1: So you are able to go in and invest in
- 6:57Speaker 1: the production of these films and you can kind of
- 7:00Speaker 1: see this is the form see of the SEC So
- 7:04Speaker 1: this is of course a regulated platform for this.
- 7:08Speaker 2: You get your bonus perks, etc.
- 7:10Speaker 1: So it's very similar to what you see on Kickstarter
- 7:13Speaker 1: around some of these product launches. All right, So one
- 7:15Speaker 1: of the things that is different than Kickstarter with this one.
- 7:18Speaker 1: Let me zoom in on this right here. After a
- 7:20Speaker 1: twelve month holding period, investors may also have the option
- 7:23Speaker 1: to trade their shares on a secondary market. Similar sucks
- 7:26Speaker 1: is you can basically make money before it's even shot.
- 7:29Speaker 1: You can trade this after all of that is available
- 7:31Speaker 1: inside it.
- 7:32Speaker 2: What I would.
- 7:32Speaker 1: Suggest that you do is, if you're even considering some
- 7:35Speaker 1: of these, go take a look at each one of these.
- 7:37Speaker 1: It'll break down some of the investment opportunities all the
- 7:40Speaker 1: way down into following the release of the film itself.
- 7:43Speaker 1: So that's a very big move forward around. Again, a
- 7:48Speaker 1: platform that is driven on Avalanche Republic also gets into
- 7:52Speaker 1: an investment opportunities that are other than just film. I
- 7:55Speaker 1: mean there's a lot more involved. There's Pressman film there,
- 7:58Speaker 1: but you've got fantasy sports adding in there. You can
- 8:01Speaker 1: kind of see just a lot of different companies, very
- 8:03Speaker 1: similar to what Kickstarter is doing. The market size on
- 8:06Speaker 1: this is pretty big. I mean, look at this thing,
- 8:08Speaker 1: eight billion right now in total projects. Now, granted this
- 8:11Speaker 1: has been over a decade. But if you look at
- 8:14Speaker 1: the size of Avalanche right now, right there, their market
- 8:18Speaker 1: cap currently setting at around eight billion. This is just
- 8:21Speaker 1: the beginning, and I think John Wood is exactly right.
- 8:24Speaker 1: One hundred x does not surprise me. That may be
- 8:28Speaker 1: an underscore of what this really could do. Those investments,
- 8:31Speaker 1: whether it's the movie companies, the sports entertainment, all those
- 8:35Speaker 1: will have a token that will essentially live on Avalanche.
- 8:39Speaker 2: There's a lot within this.
- 8:40Speaker 1: This is what they call the lto the Litigation Token
- 8:43Speaker 1: Offering or the ILO, I should say, the initial litigation offering,
- 8:47Speaker 1: and it goes through a whole list of.
- 8:49Speaker 2: What you're going to be able to do.
- 8:50Speaker 1: But the key here is for most republic offerings, investors
- 8:53Speaker 1: will be required to provide an Avalanche wallet address. The
- 8:57Speaker 1: other thing that is kind of interesting in this is
- 8:59Speaker 1: it will be cross chain so Ethereum, algorand Avalanche and
- 9:02Speaker 1: of course Polygon with more chains to come. Again, all
- 9:05Speaker 1: this writing in on the purpose of where Avalanche is going.
- 9:09Speaker 1: All right, so coming up soon is there event in
- 9:11Speaker 1: South America. So we'll see a book probably will be
- 9:14Speaker 1: a huge announcement of Avalanche nine thousand, which essentially is
- 9:17Speaker 1: going to be the key that unlocks the expansive world
- 9:21Speaker 1: of purpose built blockchain, so mainly making it easier to
- 9:24Speaker 1: come onto these l ones and into these test nets
- 9:28Speaker 1: as a starter, and I think this of course will
- 9:30Speaker 1: only make it simpler and cheaper for Avalanche if you
- 9:33Speaker 1: just take a look at their l ones growing slowly
- 9:36Speaker 1: but coming along just nicely. Other things that are happening
- 9:39Speaker 1: right here. If you just look at Gonzilla, remember Gunzilla,
- 9:41Speaker 1: an Avalanche game powered by Avalanche Rails.
- 9:44Speaker 2: It just launched, and this.
- 9:46Speaker 1: Is really is not a game that's totally available. And
- 9:49Speaker 1: look at the total number of transactions to almost twenty
- 9:51Speaker 1: one million right there. Then you look at some of
- 9:53Speaker 1: the test nets.
- 9:54Speaker 2: Are in here.
- 9:55Speaker 1: This one test net, we don't know who it is,
- 9:57Speaker 1: but John O purf l one. Look at the transactions
- 10:00Speaker 1: that they're already generating here half a million transactions, So
- 10:04Speaker 1: who knows where this could really go as we see
- 10:07Speaker 1: real use case start to apply into the Avalanche ecosystem.
- 10:11Speaker 2: All right, but that's not necessarily it.
- 10:13Speaker 1: Everything we've talked about pre of this probably is underscoring
- 10:18Speaker 1: what this right here is. And this is talking about
- 10:20Speaker 1: their code based demo day. Some pretty big moves here
- 10:23Speaker 1: because this is where we start to see the potential
- 10:26Speaker 1: of prediction markets. And remember we know what's going on
- 10:29Speaker 1: with polymarket. This is a good example poly market explosion.
- 10:33Speaker 1: Remember the first one we saw around everything from politics
- 10:37Speaker 1: the Olympics. Eventually we'll see more, probably within the sports angle,
- 10:41Speaker 1: which will most likely maybe even ten x. This is
- 10:45Speaker 1: where we're going now with the NFL football season beginning
- 10:47Speaker 1: here this weekend. And of course the problem with poly
- 10:50Speaker 1: market is kind of highlighted right here. No one wants
- 10:52Speaker 1: polygon liquidity. It's a desktop use case only social sign
- 10:57Speaker 1: in higher liquidity solm based better out there, and mobile
- 11:00Speaker 1: that's a problem, it's not available. So those are some
- 11:02Speaker 1: of the disadvantages when you look at Inertia. This is
- 11:06Speaker 1: the platform that will essentially be on Avalanche, that will
- 11:11Speaker 1: provide a polygon tile type experience, but in a way
- 11:15Speaker 1: that will be utilized in mobile. So we could see
- 11:18Speaker 1: an explosion around what's going to happen in the predictive
- 11:22Speaker 1: markets again on the chain Avalanche. So a lot really
- 11:26Speaker 1: kind of brewing here with Avalanche. I want to go
- 11:28Speaker 1: into an explanation for Inertia in why this could be
- 11:33Speaker 1: a huge winner take a look.
- 11:36Speaker 5: And we're not the first people to come up with
- 11:37Speaker 5: prediction markets. And so what our platform does is it
- 11:40Speaker 5: asks people what do you want to predict? And it
- 11:43Speaker 5: lets them do it.
- 11:44Speaker 4: And users typically go through way too many groups and
- 11:46Speaker 4: complex onboarding processes, turning before they even place their first trade. Now,
- 11:50Speaker 4: our take is that market creators do our best user
- 11:53Speaker 4: acquisition for us.
- 11:54Speaker 5: And so what ends up happening is they become part
- 11:56Speaker 5: of this dynamic where they choose what and when something
- 11:59Speaker 5: is interesting. The more attention that they get, the more
- 12:03Speaker 5: liquidity comes to actually participate in these markets.
- 12:06Speaker 4: Here we can see a friend who was browsing Twitter
- 12:08Speaker 4: and they see something interesting Microsoft is potentially planning to
- 12:10Speaker 4: buy Valve for sixteen billion dollars. They send us their
- 12:13Speaker 4: group chat, and all of a sudden, all their friends
- 12:15Speaker 4: start antering about what they think is actually going to happen.
- 12:19Speaker 4: And then another friend quickly spins up a market on
- 12:21Speaker 4: Inertia and pops a link into the group chat. Now,
- 12:24Speaker 4: when a user clicks on our link, they're taking through
- 12:26Speaker 4: a very easy onboarding process. They simply sso in with Google, Discord, Twitter, whatever,
- 12:33Speaker 4: we do all the dirty work from the background and
- 12:34Speaker 4: they get an embedded wallet now to even trade on
- 12:37Speaker 4: the market, obviously in a need cryptocurrency, So we made
- 12:39Speaker 4: this process simple as well. They can just put down
- 12:41Speaker 4: a credit card or Apple pay and immediately on ramp
- 12:43Speaker 4: and they won't even know. It's web three, which they
- 12:46Speaker 4: can just literally input into taxboxes and will create a
- 12:49Speaker 4: smart contract for them in the back end, and they
- 12:50Speaker 4: can share this market publicly or revenue or privately with
- 12:54Speaker 4: their friends, all without touching a single line of cook I.
- 12:56Speaker 7: Must say like super compelling, But I'm like, huh, because
- 13:00Speaker 7: I'm not part of this community. How would you onboard those?
- 13:03Speaker 7: Or is that even the market? I guess I'm trying
- 13:05Speaker 7: to figure out, like, who are your target audience for
- 13:08Speaker 7: this product?
- 13:09Speaker 4: Okay, if we look at social cultures, streamers, all this
- 13:12Speaker 4: sort of media, we can see people, you know, you know,
- 13:14Speaker 4: bantering about what they think is going to happen. For example,
- 13:16Speaker 4: my girlfriend was actually going their Instagram and she was
- 13:19Speaker 4: really seeing people bantering in the comments about okay, well
- 13:22Speaker 4: you know this person get left at the altar for
- 13:24Speaker 4: love is blind. Or people will actually argue on Twitter
- 13:27Speaker 4: about dancing with the stars and stuff, and I mean
- 13:30Speaker 4: dancing the stars even has his own poll system, which
- 13:32Speaker 4: is why we kind of adopted the more user generator approach,
- 13:34Speaker 4: and yeah, that's how we're planning to actually scale a
- 13:36Speaker 4: little bit beyond the initial community.
- 13:38Speaker 1: You know, that's a good example of an investor who's
- 13:39Speaker 1: not necessarily in the Web three community and they're tied
- 13:42Speaker 1: into what initiaive Inertia is trying to understand to do.
- 13:45Speaker 1: And this starts to get into subcultures. It will get
- 13:48Speaker 1: into sports, all sorts of things that we've never seen
- 13:51Speaker 1: in these predictive markets. This could be so huge when
- 13:55Speaker 1: you just look at the betting markets alone and then
- 13:58Speaker 1: start to layer in the amount of cultural integration, social integration,
- 14:03Speaker 1: easy access, single sign on with the ability to download
- 14:06Speaker 1: the app, and then tie this into networks. And remember
- 14:09Speaker 1: he talked about in the early part of that video
- 14:12Speaker 1: is the ability to drive liquidity based on demand on
- 14:15Speaker 1: a particular topic. So this gets into pulses that are
- 14:19Speaker 1: very sentiment oriented, very interesting technology. This was the winner
- 14:24Speaker 1: of Codebase, So huge opportunity i think within the Avalanche
- 14:27Speaker 1: ecosystem to really take predictive markets maybe to the next level.
- 14:31Speaker 1: So is Avalanche and the transactions and the amount of
- 14:34Speaker 1: things they could impact one hundred X. Yeah, I think
- 14:37Speaker 1: we are at that phase right now. So John Woo
- 14:40Speaker 1: was right. Avalanche could be setting right now in this
- 14:43Speaker 1: space to grow one hundred x. All right, If you
- 14:45Speaker 1: guys are not part of the Diamond Circle, get in
- 14:47Speaker 1: right now, because these are kind of the deep dives
- 14:48Speaker 1: that we do here on the show, and you can
- 14:51Speaker 1: get this nowhere else. There is not one other channel
- 14:54Speaker 1: out there that does this kind of work. Kudos to
- 14:57Speaker 1: our team for of course doing all the research. And
- 14:59Speaker 1: of course, if you're not following me on X, make
- 15:01Speaker 1: sure and do that. It's not Paul Baron.
- 15:02Speaker 2: We'll catch you next time right here on tech Math.
- 15:09Speaker 6: H m hm