Dear James, I’m one of many voices out there but I want to let you know I very much appreciate the work you and your team do, and the honesty you put in this. I don’t have a sad story, I have it good generally (fingers crossed 🙃) the only reason I invest is because I want to leave something for my children. You are a great part of this and I want to thank you because of that. Best regards,
One thing jupiter lacks that it needs to bring more people from cex's over, is stop limit orders. Basic limits are good for investers but stop limits are needed by many traders or its a big no. Hopefully they add that.
Just swapped all of my last run junk and swapped it into JUP. Already up a little bit. Unfortunately I have some other junk staked which won’t free up for a while. Still now I am on the train!
Not actually heard of any use case for the JUP token. They should offer holders of JUP discounts on trading fees, especially for perp fees like Binance does with BNB. Then do a regular token burn like BNB and this thing would skyrocket in value.
I couldn't agree more. It should be more than a governance token especially when the platform already has so much to offer and JUP could easily be a part of it.
The founder believes that a token doesn’t need utility to have value 🤦🏻♂️ wtf. Apparently all the other chains tries to look utility to derive value which he thinks is a myth and people shouldn’t expect any utility while investing in it
Hey James, I have my numbers different when comparing FDM. The Tokenomics release cycle has another 1.5 billion releasing next year. So is it safe to say that cuts the price in half since we would be doubling the circulating supply? If comparing only the initial circulating supply then the comparisons to uni make sense. However, if you take the full 10billion, then it meets Uni's FDV at the current price of .65 JUP. Am I wrong..?
Also, when comparing these other chains there is utility provided with their tokens with discounts/fees. There is no current utility for JUP outside possible governance in the future. How would you take that into account in regards to value proposition? Kind of makes more sense of comparing the perpetual token JLP to these others because of the gain/loss from acquired fees? Anyways I appreciate the work you do! Just figured you would be able to provide valuable discourse as I have been unable to have this conversation with anyone else but have enjoyed using JUP thus far. Just trying to do my dd where I can though as a developer it has been difficult to do a tech dd given unknown/not-communicated dev roadmap for current platform outside their launchpad desires etc.
@@alexanderSnilsson Thank you! Hopefully with enough engagement, James is able to see my question :) If you were to ask this in the JUP discord you would be met with a "FDV is a meme" response
Awesome vid big J! Keep ‘em comin’. Would love to know which 2 you have “up your sleeve” so we could also do some of our own due diligence (DYOR) so if satisfied we can get into these projects ourselves earlier than later, harder than softer! ;) Cheers 💥
what is amazin? Do you have brain? Team DUMPED ON RETAIL, on single moms and poor people. Those Asian assholes dont care just like Invest Answers channel dont care as they are paid actors. STARTUP SHITCOIN with 6.5 billion diluted mcap.
I love jup. What’s the bear case for jup price after the bull is over? Maybe touch 50-75 cents? Probably never see sub 1$ $jup again after Q4. The air drops, the APY, deflationary, I’ve been building a jup bag while trading meme coins. I take 25% of any profits I take and buy/stake jup w it. Trying to build up to 10k $jup! Gotta stack these blue chip utility coins w staying power. Listen to James, I just 2xed my $Jup knowledge, twice as bullish now! 🔥 LFG boys solid Q4 on the way!!!
If i understand right 20% for the team is super high in this space, 6bil FDV ATM same as UNI so i don't follow your calculations, unless JUP doesn't have 10bil tokens. I will keep using the app and keep the airdrops but i don't feel comfortable buying now, patience is key! Thanks for another excellent video🙏❤
James, I think the user metric is inflated for Jup (or any protocols for that matter). I think the number is more accurately called "Wallets" or "Active Wallets", what do you think?
when you do the comparative modeling between Uniswap and Jupiter FDMC, how do you get the Jupiter price@ $16.61? The fully diluted valuation for Jup is now already $9Billion, because the MC/FDV ratio is 0.14, while in Uniswap, the FDV is only $7.6Billion. So if both Jup and UNI are 100% diluted, the jupiter is already higher than Uniswap. Does anyone understand the logic here?
Where do we purchase Jupiter? Ahh phantom wallet click on globe bottom right and it will take you to Jupiter for your trade and connection to your wallet.
@@frozenrabbit5641 I don't know. the chart doesn't look good. All i know from experience is when every one is talking and going nuts for some useless token then this means its time to sell and de-risk. Id first look at the DXY and then yields then BTC then sol then jup. If BTC goes down then Sol will follow and Jup will dump really hard. Invest and trade accordingly. Id rather wait then go harder in Jup when it hits rock bottom when no one is talking about it and volume of Jup trading is super low. That should be the least risky time to invest.
Great video as always. Does the listing of JUP and your positive sentiment toward it affect your RAY analysis? Aren’t they DEX competitors or can they both thrive?
Hello James, I hope you’re well i’m a big fan of your channel is has been life changing for me. Thank you very much. Are you considering do the video of token IOT Helium???????😊😊😊
Not sure why my reply was removed. But there is no utility for the JUP token. Maybe in the future it will be for governance. The founder has been very clear about not having a utility for it.
@@insiderinside1905 the launch pad fee can only occur if a DAO is created and has JUP as the governance token. Until then, there is nothing and we are just speculating.
I am a fan of your videos, but I am not so familiar with this topic, I follow only BTC, however, is this considered AI? (Apologies if it is an off question!)
Also i calculate inflation in a different way, if we have 1.3bil token circulating and another 1.3 bil will be released in the coming year this is 100% inflation and not 13% as most calculate from the total supply😉... True inflation for holders😎👍 So to maintain the price the FDV should be 12bil in one year to maintain token price.
Thanks for your video. One vital thing you didn’t mention are the hourly fees. I tried Long with 20x leverage and now the hourly fees is more than the open PnL. Any thoughts on that?
No info on the team. Who are they? Weremeow posts frequently, saying he is the founder of Jup and how transparent he is. But nowhere can I find doc'd team members. And the team is getting huge amounts of Jup. Please tell us where the info on the team exists. Thanks.
As always really great content and "entertainment" :-). Thanks for all your work and transparency. So good what you do. I used to work on Wallstreet and i can not thank you enough for giving "retail" the option to be a step ahead. From a German living in Australia and Germany.
40% is allocated for community rewards. This amount will be distributed in stages of 10% once a year. This planning has not changed? Can I, as a user of Jupiter services (swap, limit, DCA..) in the second round in 2025, expect the same generous reward for my activity?
With its cutting-edge swap aggregation prowess, it fuels Solana's liquidity ecosystem. With its cutting-edge swap aggregation engine, it fuels Solana's liquidity ecosystem. Now, JUP orbits on Bitget, illuminating the path for adventurous traders.
How does the value accrue to the owners of the token? Is there a cut of the fees going to stakers? Or will there be discounts for using the token pair?
Problem I have with Dexes in general is you have to use the desktop to trade. Using just the mobile phone is much easier.. I think in general the UI still needs to be improved to be as compared with CEXes
@@mihaicostescu That was not Fully diluted. I understand now, he meant "at the peak" but he misspoke and said "fully diluted" instead. I'm asking because both JUP and UNI have the same Fully diluted MC right now around 6B.
Update? The vote went through to burn 30% of the total supply, so 3b so the fdmcap will be 7b instead of 10b and they r so active on yt everyweek a planetary call. They did a live audit. To show all the tokens were they went. Very transparent
Hi ... How are you buying these tokens? ... I was buying Solana and moving to Phantom wallet and swapping to Jupiter but that swap causes a tax event. How are you doing this? Thoughts? serious question please.
Unless you are using Monero all your transactions are visible on the blockchain. If you aren't claiming your Dex transactions don't be surprised if you get audited. The IRS just started a new division that is responsible for tracking crypto transactions so they will likely know everything.
I’m almost certain Jupiter doesn’t have an app and definitely connecting to the exchange (on the website not that fake app) it should not be asking for your recovery phrase.
But James you consider a FDMC of Jupiter of 700-800M, but in reality once all tokens are launched the FDMC is 10B tokens * price which would be 6B. Why did you not consider the total amount of tokens?
James did a video on how to do this about two weeks ago. CB to CB wallet to Phantom. Use SOL. Go to Jupiter the correct one. Careful. Buy or swap tokens. Link Phsntom wallet to Jupiter.
You are saying that it is cheap to use and cheaper than a CEX? Are you saying that buying and selling is less than 0.1%? (some CEX's even cheaper). I usually find fees on DEX to be 0.3% plus all of the gas fees, plus slippage. I'm guessing gas will be low but what is their fees? How can I easily find this info as many make it hard to find until you actually place a buy or sell order. Thanks
Awesome and very timely video today. Thanks for what you and the team do EVERYDAY for the community. It’s hands down the best content out there that I’ve seen. Went big in crypto Jan 2nd-2021 and saw a lot of content thru the years. This is TOP SHELF ALPHA by far. You know I got a bag first thing this morning and added today during video. Now Let’s Geaux Jup !!!!!!!!!!!!!!!!!!!!!!!!!!!!
