Why Crypto Funds Matter for Your Investments
45sExplains the crucial role of investment funds in crypto projects, a key concept for beginners, presented in an engaging, educational manner.
▶ Play Clip"Delivers a practical walkthrough of analyzing token sales and funds, though the title overpromises 'big funds' without naming them upfront."
This video is a lesson in a crypto analysis course, focusing on fundamental analysis. The instructor explains how to evaluate a cryptocurrency project by examining its token sales history and the investment funds that back it. Using real examples like BNB, ADA, and FORT, the lesson demonstrates how to use platforms like CryptoRank and Messari to gather data on token sales, fund investments, and unlock schedules, and how to interpret this information to assess a project's potential and the likelihood of price manipulation.
New projects need money to develop, so they seek investment from funds. Funds analyze projects and invest early, receiving favorable token prices. Token sales are events where tokens are sold to investors before exchange listing.
Funds invest in private rounds at the lowest prices, while public investors participate in token sales at higher prices. The price increases because the probability of profit is higher for funds that take more risk.
The instructor creates a table with columns for token sale, funds, and manipulation. For projects from 2017-18, this information is less relevant. For newer projects, it's crucial to check who invested and when tokens were unlocked.
Using CryptoRank, the instructor finds BNB's token sale history. The last sale was in 2021, and all tokens have been unlocked. Five funds invested, including well-known ones like Binance Labs. The instructor notes that manipulation likely occurred after unlock.
ADA's last token sale was in 2018, so it's a long time ago. No fund information is available, so a dash is placed. The instructor checks the historical chart and notes that manipulation likely occurred, and might repeat if the price reaches previous levels.
FORT had a private sale in 2021, with 24.5% of tokens given to private investors for $23 million. Five funds invested, including major ones like Polychain and Solana. The instructor notes that tokens were distributed in 2022, and manipulation may not have happened yet, making it a potential investment.
STAK had a token sale in 2020, with public investors seeing 78x to 120x returns. The instructor calculates that a fund invested $225,000 and made $22 million (100x). The fund is the only one, so it has full control and likely manipulated the price.
AUTOFARM has minimal information on funds and token sales. The instructor places question marks, noting that without data, it's hard to assess manipulation. The project is dependent on BNB and may have had no manipulation, just market fluctuations.
The instructor summarizes favorites: FORT (potential for manipulation ahead), ADA (likely to repeat), and STAK (manipulation already done). Homework includes adding columns for last sale date and funds to the spreadsheet, and noting insights.
The lesson emphasizes the importance of analyzing token sales and fund investments to gauge a project's potential and the likelihood of price manipulation. By comparing projects like FORT and STAK, investors can identify opportunities where manipulation may still be ahead, leading to profitable entries.
What is the purpose of token sales for a new crypto project?
To raise money for development, hiring programmers, and marketing before the token is listed on exchanges.
00:18
Why do investment funds get the most favorable token prices?
Because they invest early in private rounds, taking on more risk, and the price is lower before the token is publicly available.
01:14
What does a 'lock up' period mean for token investors?
It means tokens are not distributed immediately; investors must wait a certain period before they can sell, which can affect price manipulation.
19:31
In the BNB example, when was the last token sale and how many funds invested?
The last sale was in 2021, and five funds invested.
04:21
What did the instructor conclude about FORT's potential for manipulation?
Manipulation may not have happened yet because tokens were distributed in 2022, and the funds are strong, so it could be a good investment.
16:02
How much did a fund invest in STAK and what was the potential return?
Invested $225,000 and made 100x, potentially $22 million.
21:01
Why is it important to check the number of funds invested in a project?
Because a single fund has more control and can manipulate the price more easily, while multiple funds may have conflicting interests.
22:31
Funds vs. Public Investors
Explains the pricing difference between private and public rounds, a core concept in crypto investing.
01:14Fund Quality Indicator
The instructor shows that funds investing in billion-dollar projects indicate strong potential, a key signal for investors.
06:12Calculating Potential Returns
Demonstrates how to calculate potential returns from token sales, making the concept tangible.
21:01Identifying Favorites
Summarizes how to pick projects based on manipulation potential, a practical takeaway for the course.
25:45[00:03] new topic of fundamental analysis, we will look at when the currents are intact and which of the funds invested. Why are tent token sales needed? And what do funds have to do with it when a project is just emerging? It has
[00:18] not yet entered the stock exchange and at the start it immediately needs money in order to develop, to write code, to hire programmers, perhaps further marketers. And so on, there are investment funds that
[00:33] there are investment funds that select such projects, they analyze and invest money in them. If you see that they have a future, everything starts they have a future, everything starts with funds, that is, there are few projects that
[00:46] can simply, at least large ones, who can just take their money and write, unless it is a lone wolf, but at the moment, almost nothing is happening for this, a real team is needed for this, money is needed. Therefore, the
[00:59] team is needed for this, money is needed. Therefore, the Cell project economist is looking for funds, funds, too, more such projects, when they are found, funds see that it is serious, it has great potential to make X in the future, they enter and
[01:14] since they do not enter at the very beginning, they receive the most favorable conditions at a price, receive the most favorable conditions at a price, they invest in them and for this they are promised They receive in the future A certain percentage of tokens, as I already
[01:28] said, at a good price when the project is already approaching its final stages, so that the token has already entered the market, token sales very often take place; funds do not go to private, entire private closed private saves. When
[01:43] people enter, people usually private investors enter these token sales, they are called investors enter these token sales, they are called public, the price is already higher here. But since here the token is released literally before it appears on the
[01:57] market, it is clear that the price is higher because the probability of making money is much higher when the investor is a fund, an investment fund, we simply call them funds, invested money. He takes more risks, but he hopes that he will
[02:13] project is fundamental. Well, in general, what is its potential. Therefore, it is also important for us to look at those funds that invested. If serious funds invested, there are many of them. We can expect that the project will really be x-factor, we can make money on it.
[02:28] will really be x-factor, we can make money on it. Let's go to our table again, I will show everything clearly, we will make two or even three. Now my question is whether to do it now or next lesson, it just
[02:43] fits here, let's do it here like this Token sale or just shout Token sale or just shout here we will write funds and here we will probably
[02:57] correct in the next lesson I will write manipulation and the word Money It's funny Well, let's
[03:10] go traditionally in order in general look at these points Sale funds manipulation they in most cases are simply not needed for projects
[03:22] simply not needed for projects that came out in 2017-18 because it was a long time ago and we are of little interest to this information especially further not so much when they came out but how much they are already in the token market That is, for example, here here we are of
[03:38] little interest to the information here we are of little interest in fact here Forte and stake need to be analyzed but we will all come to all So that you also have the origins, you just look at the difference as I already said after the course you will have the
[03:53] to analyze all this much faster because everything will be in the head So we start with bnb everything will be in the head So we start with bnb so we enter bnb
[04:05] sometimes there is a Talking Sale section here we would go to it but here it is not so we will go to Miss Sarah they happen here too but it is not here quickly happen here too but it is not here quickly we have access to bnb go here we are
[04:21] interested in the section Tokyo Economics profile and this is the Launch we are interested in, the last one was. It was 2021. Yes, what is not clear, we immediately
[04:33] just take and throw the translator. You can translate the entire page, but I personally don’t do this because gradually the words become familiar anyway. Let’s say, “nozzles,” you know what it is. You know what it is to maintain a flop.
[04:48] Gradually, these concepts just appear and you don’t need to translate everything because those who simply translate everything at once without even trying to read, then in the most trivial things they start to get an incorrect translation
[05:01] and it’s difficult to analyze the whole thing. Therefore, what I suggest is that if there is something unclear, we copy this thing, just go to the translator, paste this thing here and look at the translation. Well, we were interested in half of the founders again, there
[05:16] was such a thing. The other half is transferred annually until 2021. All 21 is the last decomposition that happened for us. After 21, nothing happened
[05:31] After 21, nothing happened and then here in the table where we have the sale. We can click write just a dash or a long time ago, we’ll write a long time ago or
[05:44] distributed that let’s write the word A long time ago. She tells us what interests us. Everything has already been unlocked for a long time. We've been looking at the funds who invested for a long time now, you
[05:56] can also look here, but let's look at everything by default here, here are the funds and investors, it's very simple and by the way, what Well, let's say one, two, three, four, five, while we just write their number, you'll start to remember them 5 funds
[06:12] you'll start to remember them 5 funds 5 funds good and see what's interesting, let 's say there's not much honey, click on it and here's the investment fund What did you say and what they invested in opens now exactly by capitalization You little by little
[06:29] Just when you look like this, it will fit in your head, you will remember the funds Who invests where and it is clear that they invest very [ __ ] strong things, capitalization 50 billion 124 billion 3 billion
[06:45] what does this mean This means that these guys understand where they are investing in the long term, when you see what has been invested, for example, I just clicked on Do Re Serge, then
[06:57] you really have something to invest, that is, they select cool projects, let's look at the next one, what now we will not write this down the list You can more precisely in the table, as is traditional for yourself, you can If desired, add another
[07:13] column again who exactly I invested, I'm just writing the quantity here now, because in most cases this is not enough, when analyzing the last 3-4 that remain, you can already look even better, you need a strong table, not much.
[07:27] Healthy, they also interfere, let's look. Well, here, it's like a little smaller, but also overall. Look, for the most part, Cool, then there are 7 million. That is, here, it all
[07:40] ends very quickly. Well, let's say I know, for example, that one still has a lot to grow, he just came out. Well, how? At least at the very top, we see those that have
[07:53] very top, we see those that have already achieved some of their own results, that is, some of them overlap, they both have. But you see this. Well, that is, it's really worth more serious ones, you just
[08:07] need to look for yourself and drive 5 funds. You can also see the funds here. Go to the investors section, we are in Isar, but as I say, the information is always different, so it makes sense to look at one again,
[08:22] when you have already chosen what you really like, then this is already in the very last step. Look, news information is searched everywhere on the site, for now, we don't take it in advance, we take it initially from here, here is the information. We
[08:37] open the historical price chart, we look at everything and Let's look at this section to see if there has already been manipulation done with it when we know that the tokens were
[08:49] when we know that the tokens were last unlocked in 2021. You can look at the last unlocked in 2021. You can look at the 21 chart. This is just the peak, was there any manipulation done with it? We will talk about this further, but when
[09:03] funds have money, they have a lot of it, they can do whatever they want with me, they can raise it or lower the token, they have all been unlocked, that is, they have already had the opportunity to do this since 2021. That is, it looks very much like manipulation has already
[09:17] been done, that is, they really most likely already sold out here at very good prices. Will they do it again, it’s a question. If there are not enough tokens on hand, they will buy them again, then they can repeat it, but
[09:33] why do this when new projects appear, you can manipulate them when you don’t need to buy tokens at a high price, they got them for pennies. The goals are very convenient here in the Crypto frame. Let's see where the section will be what I am
[09:49] talking about now, you will see it clearly now, we are writing here that we see that unlocks have already occurred, the price has most likely gone up. That most likely gone up. That manipulation has already been done. Yes,
[10:04] we will look at this in the next lesson. So, let's look at ada. So, here we write, it's okay with us. Oh,
[10:20] convenient when it's there because they are the coolest, it describes when it was 2018, who knows when, that is, this also fits the section, a long time ago, you can write a long time ago, but here we just took it a long time ago that everything has already been
[10:36] just took it a long time ago that everything has already been distributed. 2018 was the last sale that took place and also sometimes in most cases they write When the fund received this money, when they were given it. In this case, we have no information. But if
[10:51] case, we have no information. But if you look at ICI, this is an open round, that is, there is a token sale for private investors, find this for private investors, find this for private investors. It took place in 2018, it was a long time ago,
[11:04] and this, again, does not affect us at all, for those who invested, again, the fact that it was a long time ago is not so important to us, but
[11:16] we will still go and see here. site, if not, we go to missari, look at the Crypto rank. If there is
[11:30] no information there, go to Misar. Here you can also see there is no information on investors for Token Economics. And the launch has already opened for us. Well, you
[11:44] other rounds. They are described here what and when happened. 2015-17, that is, 18. This is all the last date when. What happened, that is, it was a really long time ago, that is. Everything
[11:56] matches up. The funds, I don’t know who invested here, we’ll make a dash for now. There were manipulations here, up to 100%, they occurred from such-and-such a year. Let ’s go here again and look at the historical
[12:13] here again and look at the historical chart all the time. Well, for sure, by dates. I don’t know. There is 8. 18 was the last one on the feed, but 100
[12:27] %, as there was enough money to pour these tokens here, or rather, to pour them here. Well, yes, manipulation has already been done. Will it be repeated here? By the way, most likely, yes, because the price reached the
[12:40] same level as it once was, then most likely they will buy here and continue selling. I’m now talking about the funds. So, let’s go here. Most likely, we So, let’s go here. Most likely, we already had it, so let’s move on.
[12:55] already had it, so let’s move on. Ford here, I have a whole token, there's no information either, let's write this Ford here, so here it is, we
[13:10] let's write this Ford here, so here it is, we go to the profile of the go to the profile of the token economy launch. Yes, look, it token economy launch. Yes, look, it turns out 24.5 percent of tokens were
[13:22] turns out 24.5 percent of tokens were given to private investors in 2021 given to private investors in 2021 for 23 million, that is, private is private, these are funds, privacy funds bought and public, public was not so much, a
[13:35] basically unimportant to us. In general, when they were distributed in 2022, that is, literally just recently, they were distributed, we write
[13:48] 2022 2022 funds. Who invested here? funds. Who invested here? Well, look here, one, two, three, four, five, five funds. Well, look here, one, two, three, four, five, five funds.
[14:04] And by the way, which funds, so 5 funds invested here. simply the largest. Let's see what they invested in,
[14:19] polygons in the tone. In general, capitalization, that is, the largest projects, simply the is, the largest projects, simply the largest projects, that is, interesting for us, that is, interesting for us, this product is of course interesting for us. So let's see
[14:35] product is of course interesting for us. So let's see What's here xrp Solana Yes, you see, he also invests in very, very cool projects, I just looked at 2, you can see the rest, all very interesting, that is, 5 5, I wrote down. And
[14:51] now we, of course, Let's move on to look at the chart for all time. So what's this incomprehensible thing we have, show, I'll refresh the page,
[15:03] historical chart. Oh, this is normal, but look. What's happening here is but look. What's happening here is that at the start, they took, or rather, didn't take, it was immediately at a high price on the listing because the investors
[15:19] who immediately bought slime. This is just appearing on the exchange, guys are leaving here, cool, these are cool funds, you need to invest in Photoshop in the interests of this fund. It's interesting that we don't always take the mouse from the market when, but at the same time, we click for some
[15:34] time here, people didn't wait, they bought at a wild price, and of course, as always, it went down. And now what interests us is whether there was already manipulation, this section, was there manipulation here, let's see, it started
[15:50] manipulation here, let's see, it started in 2022, there were sales and what we have here. It's a pity we do n't have a section here either, sales flows, let 's Let's move on, so I'll close this and
[16:02] we'll look at the dates, look, they received it in July 2021, so there's a possibility that investors, or rather funds, don't have tokens yet, and
[16:17] we'll be checking this, so we'll write in the table here where the manipulations are, that it's we'll write in the table here where the manipulations are, that it's possible not, if we see that there really has n't been any manipulation here yet, and we looked at such funds. What they
[16:33] invest in the billion-dollar capitalization of their projects that they invested in, which means they're going to make a lot of money there, and if that's the case for now, everything looks really cool. So far, I'm looking at this Ford, I understand
[16:47] I'm looking at this Ford, I understand that I'll buy it, but absolutely not. That is, before I started recording this course, I just randomly took Ford, I did n't know anything. And now I just see that this is simply my Favorite, that I
[17:02] just need to invest. That is, even look, really few people know about it, 320 thousand people, that is, they are all just ahead. I'll find out about manipulation if I see that the investor doesn't have tokens yet, we'll choose the price anyway and will
[17:19] enter with him. Let's move on like this. Let's look at the stake, copy it.
[17:33] So we have a Talking Sale section, then good, here I am, finally, but finally, normal information, this is the most convenient thing, this is done specifically on the Crypto market, the information is just great, look, there are private rounds, that is,
[17:50] look, there are private rounds, that is, rounds for difference. But this is all for public investors, that is, for ordinary people, and
[18:03] we see who took it at what price, and look what we see, which means in 2020 they look what we see, which means in 2020 they already sold it to ordinary investors. 2020, already sold it to ordinary investors. 2020, look at what X was at the peak of 78 X,
[18:17] damn, but these are private rounds, here, most likely, it was a long time ago and most likely they were already distributed in tokens. 2020, after all, that is, April 20 has already passed, more than two years ago, and look at the peak of X, 107 X, 120 X. That is, just really, well,
[18:34] you can just imagine how much money was made. The fund and the investor, by the way, we have one here, he is here. And here you can see. Let's see. What is can see. Let's see. What is this fund Yes, he has
[18:48] this fund Yes, he has good projects like Glot Kosmos FT, and then it breaks off and there are all sorts of frankly completely incomprehensible projects in which he invests for some reason, he is alone. That is, the rest did not believe in it.
[19:02] Well, in reality, he has both top and honestly some pretty strange ones. But I just see them now because I remember them. When you compare a lot, you too will almost start to remember some
[19:15] almost start to remember some other projects in your head, they will also be a little simpler in general, here we look at the capitalization. Yes, the investor is normal. But many of his tokens are really not the largest with a capitalization. So we are closing this case, we
[19:31] see the language by the way. Damn, I forgot to show, we click on the details and we look. Lock Up is important to us. That is, they were distributed immediately or not immediately, if without a lockup. This means that private investors received them and immediately sold them because no one holds when they
[19:46] sold them because no one holds when they give exactly 78x. That is what we saw. Let's all look. What really happened was the price skyrocketed and they just started selling it. They just started selling it, then most likely there
[20:00] selling it, then most likely there was manipulation in the past, that is, look in 2020. The most ordinary public investors received tokens on The most ordinary public investors received tokens on April 28th, and these had it even
[20:13] earlier, I never know. There is no information here, a review. And when our price peaked in September 2020, and this was in
[20:27] April. Well, that is, immediately, that is, they immediately gave it an unlock. But what is this? 100 % manipulation, for sure, not for sure, there was already money, and there was no more, bought it again, bam, sold it again. That is, if there is one investor fund and it has already lost its
[20:44] own, carried out manipulation, made huge X's, really huge. Why can it give for the long term if you can just sell everything at once and make 100 of them? Well, that's a lot, we know that 3. Let's open the calculator, just count
[21:01] open the calculator, just count 562. 2500 tokens were taken at 40 cents each, 562. 2500 tokens were taken at 40 cents each, so and so at 0.4. That is, he invested 225 thousand dollars and made 100 X's. It's not a fact that he sold it right at this price, but
[21:16] fact that he sold it right at this price, but that's 22 million. Why keep them and that's 22 million. Why keep them and continue to live? Tokens continue to pump it up if they are already on it. You can make money, so there's a chance that
[21:29] he's already made his money back from here, he's on a roll. Will he come here again? It's a question, so what does this tell us? It's manipulation, most likely. Yes. Most likely, yes. Then come here. Bring interest. By the way, I forgot to write it down, which means the fund
[21:46] By the way, I forgot to write it down, which means the fund was the only one and the last sale was in 2020. So, you understand everything. Now everything has come together. Well, everything has come together. We see a huge
[21:59] correction. But this is not an indicator. The big chair doesn't know that everything is bad. We see that no one envy him on centralized exchanges. He already has minimal capitalization, but this is not bad. There are only 20 percent of tokens in the market, and he'll never
[22:15] go to GitHub again. Work is never done on Twitter. They had a ton of subscribers. The sale was not that long ago. But it's enough for funds to be unlocked, and we only have the fund once.
[22:31] He has only one time to carry out manipulation. He has everything in his hands. He's the only one who can influence the market in any way he wants. I don't know. Maybe this is a normal project.
[22:46] Maybe this is a normal project. Maybe they have The future, but the token Maybe they have The future, but the token looks bad, but there is no future. Well, everything is a hub there, everything is dead, they continue to show Twitter something is
[22:59] happening, but in fact, it's just a complete outsider, that is, again, look at Forta, what a beauty and steak, that is, now you can really compare, you clearly see the difference. This is just It
[23:15] was an accident that these projects, I really did n't choose them like that. I just accidentally took the currents in front of you, I started to analyze them in front of you. So, it's already interesting, that is, the contrast is very big. There is something averaged here, it's just huge, and well,
[23:30] let's look at the car, so did I already copy it or not? I already copy it or not? Let's enter it here. There are
[23:45] look at Missari, here's Autofarm Yes, you see here there is not much information, no one has invested here at all, that is, there is
[24:01] just a minimum of information, this is really strange, this is really strange, that is, not here, not here, imagine, it turns out that he has been with us since he was 21. That is, he is already more than a year old at the moment and I just have no
[24:16] information. I don't know, I do n't know what funds and, accordingly, what is the matter with manipulation. I don't know either, but we We know that he has succeeded, that is, it is possible, and he is dependent only on Byino, maybe he invested for him, that is,
[24:33] for now, yes, even here, let's not put the question mark like that, you need to put a question mark. Yes, it's the same here, yes, we also didn't find this, that would be more correct, and the same thing, we don't know that they had
[24:49] manipulation, there was no manipulation, just Looking at the chart, we won't be able to figure it out because we don't have to compare the money with the tokens that the funds had, money with the tokens that the funds had,
[25:04] happening now, here is a high snapshot became low, it is not necessary to see a manipulator in everything. But it is not at all necessary, it is just that this is the necessary, it is just that this is the market in reality. Especially when they came out in
[25:18] market in reality. Especially when they came out in 21, that was when everything was high, when Just go anywhere, a bunch of hamsters appeared who were not in the know, it seemed that everything was growing, they started buying up, maybe there was nothing here. That is, it is not
[25:33] clear how the project is in great question, we put a question mark, therefore, what we have at the moment means from the favorites of Fortune, this is
[25:45] where a wave of high is possible, which you can ride the cardan, we most likely have yes, but again, most likely everything This case will happen again because he is working on it,
[26:00] possibility to catch the wave again and make money even without any strong manipulations. Therefore, I am interested in Therefore, I am interested in reliability, we have once or twice emerging
[26:15] and here it is possible to invest because it is possible that manipulation is still ahead. As for these manipulations, we will consider this in the next lesson, so I do not add here, but I decided to add it so that you all
[26:30] understand what we are talking about. Although I may have confused somewhere. Well, as I said, something will be very easy, something more difficult, but with a large list that you will make of your tokens and in comparison you will clearly see the difference and
[26:46] you will also have your favorites now for homework. What needs to be done is to start traditionally duplicating the link to Google sheets, add a column with the date of the last Sale and add a column with funds to
[27:01] press. I didn’t even say anything about manipulations here, but you are here in principle, if you do not fill it out now. Well, then do not fill it out, let you have your own thoughts, you are better off with it further. Then also correct all the manipulations Let
[27:16] 's write, I'll add this to my homework. Okay, I think this was already helpful. Also, be sure to write down any insights you received here. sure to write down any insights you received here.
[27:32] to the next one. Good luck and see you in the next lesson.
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