In this solo talk, Alexander Lorenzo distills seven years of crypto investing experience into a single principle: to profit in crypto, focus on the people buying. He explains how tracking early on‑chain buyers—identifying the initial crowd that drives 20‑30x token gains—and monitoring their repeat purchases can reveal promising assets. Lorenzo warns that much of crypto hype is engineered through sophisticated marketing tactics, describing the "trading up the chain" process where influencers are persuaded to spread fabricated narratives, often via fake news and strategic media outreach. He recommends the book Trust Me, I'm Lying to understand these manipulation techniques and stresses that the internet’s perception of crypto is largely manufactured, making buyer‑behavior analysis the most reliable investment lens.
Chapters
If you want to make money off crypto, study the people buying. So like, we've come to a very, very obvious conclusion that this crowdfunding thing is almost everything. Like, to the point where we're trying to track the crowd just to see it. So we're at a point now where we're running like on-chain looking for— we're tagging coins that have done like a 20, 30x, the initial buyers of the crowd, right? And then we're quantifying how much of them are buying another token. It is people. I'm telling you guys, if you guys— if— I mean, this is like back— this is like 7 years of wisdom into one sentence. If you want to make money off crypto, study the people buying. That's like, just study the people themselves. The people themselves. And that's what we're getting. We're getting really close to that. We're getting like closer and closer to just getting into the people themselves. That's the answer. That's the answer. That is the best way. You guys need to read this book. If you want to read a book and dive a little bit deeper into this to understand it, read this book called Trust Me, I'm Lying. Write it down. Trust Me, I'm Lying. This is a book about one of the best marketers in the world, and he exposes the entire marketing industry and explains how they call it trading up the chain. What they do is they get a fake story and they insert it into strategic people's brain. So like, for example, who's strategic? A strategic person would be me. Why would I say that? I have a big audience. If somebody can't— somebody tried to do this recently. If you can get on one-on-one with me and convince me about something, I might post a video that will make it go viral. So what they do is they trade up the chain. So for example, I have some really cool friends. Jesse's a really cool friend. Maybe you can't convince me because I'm too smart, but you might be able to convince Jesse about this really cool coin. If Jesse is convinced, then Jesse would trade up the chain and tell me, maybe you might convince me and then I might post a video. They do this, they do that. So they'll do things like they'll fake news events and they'll call publishers, they'll call publishers and they'll try to finesse them into promoting their news event. It's called trust me, I'm lying. And so you'll start to see, I don't do this, but you'll start to see that that's how the world kind of operates on the internet. You need to understand the internet, which— this is how it works for perception. The perception of the internet is very manufactured. Some of it's natural, but a lot of them are very manufactured.