Jungle Year 3 Review and Annual Promo
Level 1 - NGMI
Welcome Avatar! Another successful year for the Jungle. We’ve reached a point where it is difficult (honestly impossible) to keep track of all the success stories and million dollar valuation businesses spun up in just 36 months. Right now most of you are scaling and focusing on clicking buttons for cryptographically secure internet coins.
We’ll do a quick review of the year, some predictions for the future and our annual promo stuff. As always, we don’t like to promote aggressively. We do it once a year and go back to the usual program.
Thank you all for your support over the years for both new readers and people who have been around for over a decade!
Year Three Jungle
At this point we’re losing track of people and many residents are actually previously ultra successful. A good example is BowTiedTiger who runs a MedSpa business amongst other various business lines.
On that note we’ll go through some of the well known scaling success stories and new ones as well!
Gator/Fawn: We probably need an update post since they launched new products but this skin/toothpaste/wellness brand is easily in the multi-million dollar valuation range now. You can read about it here.
Ramp Health: Lots of drama on this one. A jungle account got banned then re-instated and now largely run at Ramp Health. You can check it out here. For an overview of zero to today you can read the overview here
BowTiedVampireDeer? We’re waiting on a guest post from the anon, it has been a while but he’s dealing with some quality control issues. We’ll link to the pre-sleep product when he’s done and ready to go!
BowTiedRanger: Expecting this to be a big year for him, big political movement and right winged politics connections here
Well Known Jungle Anons: Standard shoutout to the well known people here since day one: Salesguy, Ox, Heifer, DeFi Team, Pickle, Broke and Mouse. Shout out to “jungle adjacent” like wifimoneyguy, dgenfren, SaaSCapo
Estimated Revs
Last year run-rate (does not include BTB) was roughly $10M+ (just over) and we’re guessing by middle of this year jungle total rev line will be in the $20M range. In a crypto bull-market we won’t be surprised to see the ecosystem do better than usual (since normies only care when price up)
This means we’d be surprised if total Jungle revs didn’t reach the mid 8-figure range over the next 12-18 months. Anything over $30M would be a success in our opinion.
Standard Blow Ups and Meltdowns
You’ve already seen it. Every 3-6 months someone turns into a complete hater or loses it mentally. In the same time frame someone grows 2,000 percent in a week. It’s just the nature of growing anything.
Anyone with real experience knows that life is not a linear progression, it is a ton of nothing (grind with no results) then boom a massive hockey stick up.
The above is sent around constantly but honestly it is more like a state of complete boredom (no results - flat line) then a sudden spike to a new plateau (flat line) and repeat. Most quit since they don’t see instant results and can’t grind through the next plateau.
Assumption: You’ll see a lot of people rage quit/vent and you’ll see a lot of new success stories. As the jungle grows this will be more frequent. For that we’ll remind everyone of the same advice: “Promote or Ignore”
If someone is trying to drag you or someone else down, just ignore them. Responding isn’t even worth the time. Just block and move on. Let them waste energy trying to grow an audience with a hater negative sum mentality (you’ve also seen that it never works… unsurprisingly).
If you’re making the right choices. Growing your biz and investing into cryptographically secure digital assets. We’re confident you’ll be fine in the coming months/years.
Update on BTB Side
If you’ve been following the paid stack you can imagine we’re grinding away looking for as many possible options. We did the classic spray initially with some guesswork looking at Mantle, Blast, Manta and B-squared. For the interim: now until around June, we’ll be focused on B-squared/Blast and any additional L2 development. Standard 1x a month overview of stocks/bonds/RE if things change.
After exiting June we’ll probably add some Solana tokens (not memes) that will hopefully last much longer than a standard 12 month pump period for a popular meme coin.
General Framework: We’re of the belief that this is the full mid-curve cycle. This means everyone will be involved with some sort of crypto product including your retired mom/dad and their friends. Expect women to be involved in crypto and extreme max degeneracy with leverage and memecoins/NFTs trading at astoundingly ridiculous valuations.
ETFs and retirement products are actually quite huge for the Wall Street marketing machine.
Crypto to Exceed Fair Value by a Wide Margin: While this has happened already 3 times ($1K BTC, $20K BTC, $69KBTC) we expect this one to be the worst. This means we will actually sell a chunk of crypto despite being long-term believers at some point in the cycle.
Tech Bubble Perfect Example of Overhyped Peak
When the tech bubble peaked it took over a decade to recover. Read that again! Over a decade not 3-4 years. We’re betting that this is quite similar. While the industry is perfectly fine for a multi-decade holding period, the EigenLayer/Re-staking/ETF Flows/Degenerate culture will likely cause a bubble much larger than before.
When the Time Comes: Assuming we’re right, we’ll be taking a good chunk of proceeds to build out long-term viable products and expand the jungle presence by at least 10 fold. It’ll be a grind that’ll last 5-10 years.
Until then? We expect nothing but mania since we don’t have an ETH ETF (yet), we don’t have the halving done (yet) and we don’t even have the mid-curve talking about crypto (yet). Therefore, the move is to keep all our mental focus on Crypto without a doubt.
After Assumed Peak: Assuming we get out “close enough” to the top of this cycle we’ll be investing in the following: 1) early stage brand new stuff - think seed/angle investor, 2) capital intensive items - E-com/Real Estate and 3) standard fading the masses on major debacles - crypto or stocks.
In short, for the next 9-18 months anticipate a heavy focus on crypto stuff and after that expect large topic expansion.
We do run a newsletter so all our opinions/thoughts will first go out to paid subs. If things change they’ll be first to know.
Annual Promo Stuff
For year three we have our standard annual promo and the end of the lifetime subscription option.
Annual Promo: Anyone in April who signs up for 1/year gets a month free trial to DeFi education (just email us if interested).
LifeTime Sub: This offer ends April 30, 2024. We will manually work with Substack to make sure it does not auto renew and double check it all. This will be completed around end of May to avoid chargebacks/scams etc. Anyone signing up for this can also get a 1 month trial to DeFi Ed.
As stated, we plan on writing at least until 2035. Therefore, it represents a ~50% discount.
On that note thank you for the support and back to the program on Wednesday!
Keep farming anon!
Disclaimer: None of this is to be deemed legal or financial advice of any kind. These are *opinions* written by an anonymous group of Ex-Wall Street Tech Bankers and software engineers who moved into affiliate marketing and e-commerce.
Old Books: Are available by clicking here for paid subs. Don’t support scammers selling our old stuff
Crypto: The DeFi Team built a full course on crypto that will get you up to speed (Click Here)
Crypto Taxes: We have a suggested Tax Partner and 25% discount code, for information see this post
Security: Our official views on how to store Crypto correctly (Click Here)
Social Media: Check out our Instagram in case we get banned for lifestyle type stuff. Twitter will be for money.