The Other “Digital Gold”

This crypto sector is about to FLY. October 15, 2024 [WEBSITE]( | [UNSUBSCRIBE]( In just five days, this crypto game hit 5.5 million players. Here’s how to play it. The Other “Digital Gold” CHRIS CAMPBELL Dear Reader, I remember the first time I saw someone make money on a video game. It was 2005, and my friend spent hours farming digital gold in World of Warcraft. We’d sit in his basement after school, watch him rack up treasure in the game, and laugh when he sold it on some sketchy forum for actual cash. I thought he was a genius—squeezing money out of thin air, from pixels on a screen. And even though we knew he was skirting the game's rules… It didn’t feel like cheating; it felt like he was onto something big. Fast forward to now… And that “something big” has turned into a whole new beast: crypto gaming. The industry is on the verge of a massive breakout, and if you squint, you can see shades of those early days in my friend’s basement. But this time, it’s not just gold. It’s the entire economy of video games being transformed by blockchain technology. And the potential is insane Crypto’s Origin Story Now, why does crypto gaming work so well? It all boils down to one word: ownership. When Ethereum’s co-founder, Vitalik Buterin, was still a teenager, he also played World of Warcraft. He’d spent countless hours building up his character. Then, seemingly out of nowhere, a game update removed a key ability that Vitalik spent hundreds of hours to get. Poof. Gone. The experience was so jarring it planted a tiny seed in his mind: There needs to be a system that would grant users true ownership over their digital assets. He envisioned a platform where control wouldn’t be concentrated in the hands of a single entity, but rather distributed among the users themselves. Then came Bitcoin. Building on the Bitcoin code, Vitalik developed the idea of smart contracts -- which would allow for asset ownership independent of any company or authority. Boom. For decades, gamers have poured time and money into building digital collections—skins, weapons, characters, you name it. But if the game's creators decide to shut down the servers or ban your account? All that hard-earned loot is gone. Blockchain changes that. With blockchain-based games, players actually own their digital assets. They can trade, sell, or even use them across multiple games. That’s where crypto gaming is headed. And as more mainstream companies catch on, the sector is poised to skyrocket. It’s Happening NOW Look at Off The Grid, a blockchain-powered game that’s already launching on PS5 and Xbox. The game launched last week, and… In just five days, Off the Grid hit 5.5 million unique wallets. That’s 1.1 million new players per day. For perspective, Fortnite hit 10 million players in two weeks. If Off the Grid keeps up this momentum, it could blast past one of the most popular games in the world. Best part? Nobody really needs to know how to use crypto. It just works in the background. Our Early Stage Crypto Investor members already know what horses we’re betting on. (Hint: One of them rhymes with “Steam”.) As usual, we’re on the lookout for more early stage opportunities in this space and others. BUT… In the meantime, there’s another asymmetrical bet forming that should be on your radar. This time, it’s in stocks. (You’ve heard of them… but not like this.) Right now, James is looking for 250 “Beta Testers” for our newest research service. [Click here to see James explain everything.]( Stay tuned. And don’t forget to check out Davis Wilson’s piece on ASML’s earnings leak… And the ONLY thing you need to know. Read on. “Beta Test” James Altucher’s Hottest New Research – 250 Spots Available [Here]( James Altucher just went live with his most explosive project yet. And he’s inviting 250 readers to take part in [this first-ever “beta test.”]( If you’re seeing this message before Thursday morning, YOU might be able to secure a spot. Fair warning, we expect these limited spots to fill up very quickly. [So take a moment and click here right now for all of the details.]( Oops… ASML’s Earnings Just Leaked DAVIS WILSON Oops… ASML’s earnings results got posted on the company’s website earlier today, despite a scheduled earning release date of Oct. 16. The link was quickly removed, but not before investors reacted to an apparent disappointing forecast from the company. According to FactSet, ASML’s 2025 total net sales are now forecast to be between 30 - 35 billion euros, versus a consensus estimate of 35.8 billion euros. ASML makes the machinery and software used in manufacturing semiconductors. Its customers include Taiwan Semiconductor Manufacturing, Samsung Electronics, and Intel. As I type this, ASML’s stock is down 16%. Nvidia (NVDA) is also down 5% on the news. Here’s the blurb in ASML’s press release that’s sending stock prices lower: "While there continue to be strong developments and upside potential in AI, other market segments are taking longer to recover. It now appears the recovery is more gradual than previously expected. This is expected to continue in 2025, which is leading to customer cautiousness."" The link that investors are piecing together is: ASML makes the equipment used to make semiconductors => their earnings are weaker than expected => so demand for semiconductors must be weaker than expected. The issue is that ASML operates in multiple markets – some stronger than others. Logic and Memory are the two markets taking longer to recover, according to ASML’s press release. This is bad news for Micron, who is a leader in this space. Nvidia, on the other hand, operates in the AI market, which according to ASML’s press release continues to show “strong developments and upside potential.” We know this is the case through other sources as well: - Nvidia CEO Jensen Huang said in an interview that demand for the company’s next-generation artificial intelligence chip Blackwell is “insane.” - OpenAI’s COO recently said the company will spend the majority of its $6.6 billion fundraising round on compute power from Nvidia. - AMD’s CEO Lisa Su just said the total addressable market for data center AI acceleration “will grow at more than 60% annually to $500 billion in 2028,” driven by AI demand that has been growing beyond expectations. As a trader, I love situations like these. A stock that I love is trading lower on news completely irrelevant to its business – similar to a “throwing the baby out with the bathwater” type situation. If you’re looking for an opportunity to get into NVDA before the company reports earnings in a few weeks, this is a great opportunity. The AI freight train is not stopping anytime soon. We’ve got plenty of sources backing this up – including ASML’s own press release. Yet, NVDA is trading 5% lower today… All because somebody hit the “post” button on ASML’s earnings results by accident. Funny how things work out. Regards, Davis Wilson For Altucher Confidential Rate this email Like Dislike Thanks for rating this content! Looks like something went wrong. Please try to rate again. Customer Experience Director: I Want To Reach {EMAIL} ASAP I’m the Director of Customer Experience here at Paradigm Press… I’m sorry for the unusual message but I’m urgently trying to reach you. My records show you’re a current reader of Altucher Confidential… … but for some reason, it appears you’re not currently receiving all of the subscription benefits available to you. 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