Basic conditions of money, technologies, and user behavior changed significantly over the last decade. Investors should consider to integrate crypto currencies into their portfolio. The presentation also provides 8 rules for crypto currency investments. Crypto Currency Conference, Odessa, Ukraine See the presentation on YouTube: https://www.youtube.com/watch?v=dqpdmGnYXbA&t=51s&index=1&list=PLxXkZsSpEl41Cht5ZwDxLy5-2PL-AVcZD Frank@FrankSchwabSpeaks.com

1. Crypto currencies
- an investor's perspective
Frank Schwab
6th July, 2017
Odessa
FrankSchwabSpeaks.com

2. Why?

3. Investment volume in bitcoin & blockchain skyrockets
in million USD
2013
94
2014
315
2015
1,000
2012
2
Sources: Coindesk, KPMG, PwC
2016
1,400

4. Google Trends: All time high of „Cryptocurrency“
Source: Google Trends

5. All just hype?

6. Money changes all the time

7. ECB
Money
Flood

8. No interest rate business

9. %

10. Real estate is more and more expensive (Germany)
100
95 97
109
128
135
140
90
100
110
120
130
140
150
2004 2017
Source: statista
Prices in %

11. Satoshi Nakamoto
Peer to peer
De-central
Anonymous
Secure
Real time
Low cost

12. Blockchain

13. Cheap computing power

14. Trust Trust Trust Trust Trust Trust Trust Trust Trust Trust Trust Trust Trust Trust
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Trust Trust Trust Trust Trust Trust Trust Trust Trust Trust Trust Trust Trust Trust
Trust Trust Trust Trust Trust Trust Trust Trust Trust Trust Trust Trust Trust Trust
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Trust Trust Trust Trust Trust Trust Trust Trust Trust Trust Trust Trust Trust Trust
Trust Trust Trust Trust Trust Trust Trust Trust Trust Trust Trust Trust Trust Trust
Trust Trust Trust Trust Trust Trust Trust Trust Trust Trust Trust Trust Trust Trust
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16. Basic conditions
Significant change

17. Inflation in Venezuela
18,7% 27,08% 26,09% 40,64%
121,74%
254,95%
720,45%
2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017*
Source: statista

19. “Resistance to change
falls if benefits are real”
John Naisbitt, MindSet! #7

20. February 2007
The end of cash era
The
end
of
cash
era

21. Over rated
Gartner Hype Cycle

23. Over rated
Under rated
Gartner Hype Cycle

24. Ban of (big) cash (notes)
Cashless Economy
Ukraine
Norway
Sweden
India

25. “The future is always here
- it’s just not evenly
distributed yet.”
- William Gibson, Fiction Novelist

29. M2M
payments

30. World Economic Forum - 2015
By 2025 10% of global GDP

31. Factor
400

32. >100 bn USD

33. Valuation?

35. Digital Gold – May 2017
183,000,000 kg 16,327,450 Coins
7,279 bn USD 29 bn USD
FrankSchwabSpeaks.com
1 BTC = USD 445,000

36. Factor
200

37. Source: howmuch.net
Putting money into perspective

38. Digital silver?

39. 8
my
investment
rules

40. #1

41. #2

42. #3

43. #4

44. #5
Source: CoinMarketCap.com

45. #6

46. #6 Example: STEEM

47. #6 Example: TIME

48. #6 Example: REP (Augur)

49. #6 Example: ABY(ArtByte)

50. #7
value
time

51. Digital Gold – May 2017
183,000,000 kg 16,327,450 Coins
7,279 bn USD 29 bn USD
FrankSchwabSpeaks.com
1 BTC = USD 445,000

52. #8

53. Paradise è

54. Tipping point?

55. Diffusion of innovation
Longer than we think
Faster
than we
think
time
diffusion

56. Success = 1% inspiration + 99% perspiration

57. Frank@FrankSchwab.de
http://www.FrankSchwabSpeaks.com
Contact