Brilliant Investing Is Finding the Mismatch
Here's how I'm constantly bullish on the Internet Computer Protocol as the number one crypto in my mind, especially based on technology, despite the price action. I know this is really difficult for a lot of you, because you look at the price and you think that the price invalidates everything else. But the most important thing I can tell you here — and this is not financial advice — is that brilliant investing, as I've come to see it, is figuring out where the numbers, especially the price, don't match the reality. Let that sink in for a minute. Brilliant investing is figuring out where the price does not match the reality.
With everything else besides ICP in crypto, the price does not match the reality because the prices are too high. Bitcoin's price is too high. Ethereum's price is too high. Solana and XRP are too high. XRP, Tron, Cardano, and all these other ones — their prices are all too high for the reality of what they can do. Meanwhile, ICP's price is too low for the reality of what it can do, as I show consistently now on my cryptotechcap.com website, where I run through 90 to 100 yes-or-no questions asking what your blockchain can do. Nobody answers more than 33 yes until you get to ICP, which answers 97 yes.
I've been really enjoying Zero2Hero's videos recently about the Swiss subnet and the interviews with the guy behind it. He literally said there's a large entity that should be getting launched within the next year or so, and that there are several medium to smaller ones — one is already live, and several more are about to go live. It takes about a year for a government, a big hospital, or an enterprise to do everything they need to do to onboard, even when they do understand the technology and are ready for it.
Am I broke and in debt? Well, I have debt, but I'm not broke. I have wealth for everything I want every day. The beautiful thing about ICP is that the price doesn't match its reality, and I stay bullish every day because I use it every day.
I Use the Tech Myself Every Day
I have cryptotechcap.com hosted on ICP. My new Jerry Banfield games platform, where I have browser games you can just jump in and start playing, is hosted directly on the blockchain. People used to talk about how developer-unfriendly ICP was — that's fixed now. I used Claude and made a game, and it's a fully on-chain game that you can play one hundred percent for free in your browser. Then, on top of that, I can do microtransactions.
My friend got so excited when I texted him the game — and he doesn't do anything in crypto at all. He beat me in it: he got to seven minutes. See if you can last seven minutes in this game. I've not been able to get past five minutes and thirty seconds. It gets real difficult at around five minutes, when all the mobs start spawning and firing stuff at you. And this is built directly on the ICP blockchain — I built it with Claude and uploaded it straight to the blockchain.
Now, why is that special? This is how I stay bullish: I'm using the tech myself. There's no other blockchain you can build this on. This is why the rest of the prices are inflated, and this is why ICP is so undervalued — because, according to the Swiss subnet interviews, there's a large entity that will be onboarding, and it just takes about a year for a government, a big hospital, or an enterprise to complete everything to onboard. There are three games total on the platform, all of them built with Claude and dropped on the ICP blockchain. And this is just me as a solopreneur — this is not me as a big business or something. It is so genuinely useful.
The opportunity is seeing that the price is the opportunity, whereas almost everybody else is just following the price. Looking at the price does not show you the opportunity. You will only see the opportunity by finding the mismatch between the price and the reality. And only ICP, to me, in crypto has a big mismatch between the price and the reality — at least in my opinion, and at least on the upside.
Deep Research with AI and My Community
I'm doing some incredible deep research right now with AI. I use ChatGPT Pro with an intelligent prompt that I gave it based on being in crypto for twelve years. It cranked out a 76-page document on all kinds of critical issues that Bitcoin is going to face, and a 56-page document on all the very problematic things you will face on Ethereum. Both of those are in my Skool community, and I'd love your feedback on an idea: I'm thinking of reducing the cost of the community and offering membership at a basic level without calls included, because I loved the community we used to have on OpenChat. Let me know if you think that would be a good idea. Then if you wanted a one-on-one call with me, you could just schedule that separately instead of the two being bundled together. I encourage you to start using the ICP technology every day.
Here's what's great in that community: yesterday I got a direct message from somebody who was panicking because they saw that Sonic got — well, the word was "hacked." To me, that looked like an inside job. It didn't look like something that happened organically — although, is hacking something that ever really happens organically?
Playing my own game again reminded me where it gets difficult: these mailboxes start firing envelopes at you once things build momentum. I think I need to make the weapons cooldown faster, so you can just be going guns blazing hella fast off the cooldown — that's probably the path I should have taken before. And the weapon kills off the envelopes too, which is great.
I'm Not Looking at Price Charts — I'm Living My Life
This is how I'm bullish: I'm not looking at a price chart today. I don't put any time into looking at price charts. Instead, I went out on the most incredible date last night. If you want a real heartfelt story — I'm over here trying not to cry on an ICP video — I met the most amazing woman at yoga earlier this week. She's at work right now, and oh my God, we had such an amazing date last night. I even canceled the matchmaking date I was supposed to be having.
On Jerry Banfield games, what I'm going to start doing is playing these blockchain games I've created, and then I'll probably advertise them and do inspirational videos and all of that off the ICP blockchain. The setup is just so easy.
The one thing you've got to be careful about is who you listen to, because almost everybody else does not know what the hell they're talking about. Almost everybody else is just taking in a bunch of junk information, and they're saying anything to get paid. You've got to be really careful in life about who you listen to. It's just like eating: I put that recent video out saying the carnivore diet is trash — at least from everything I can find, and that's my opinion, not medical advice. I eat whole plant foods because I'm really careful what I put in my body.
With dating, I've taken the same approach. I need to be really careful who I date, which has made dating in the short term difficult most of the time, because it's a string of "I'm not going to date you." But then when I meet the right woman, it's "I've got to date you, and I will do anything to date you — and I'm not going to do anything besides date you." I told the woman last night: look, I have other women I'm talking to, and I have other dates. If you're down to just date each other, we don't have to do anything besides hold hands right now — I'm not trying to go that direction — but I'm happy to just focus on you. That sounded good to her, so I don't need a label on it at this point. And I'm taking that same approach with crypto.
Meanwhile, my friend actually got to seven and a half minutes in that game, so I've got to keep up with him — at least get to what he got to.
Stop Looking at the Price
I would encourage most of you: do not look at the price. I end up seeing the price lots of times because I'm posting videos on X and tagging ICP, but when I was not creating crypto content, I did not look at the price most days. There were months — maybe a whole month would go by — where I had no idea what the ICP price was. If you want to remain bullish, make sure your investment thesis is correct. If you have ChatGPT Pro, have it do research on ICP and look deeper and deeper at the investment case. What you need to do is stop looking at price, stop listening to anyone who talks about price, and stop talking price charts. The price is not something you can control, and it's not something you can research.
What you can control is what a guy who talked to me yesterday is doing. He said, "I want to use Claude like you do and build stuff on ICP." I told him exactly how to do that, and I told him that's what you should be doing: build something on ICP, build a website on ICP, learn how to actually use ICP. Put time into using the tech. Don't put time into the price. If you're not creating content on ICP, there's no reason you need to see the price at all.
One thing I don't do is check the Coinbase app. How many of you are checking the Coinbase app? Do not use the Coinbase app. Stop looking at coin prices. And for me, I've stopped trading anything besides ICP — I know that sounds like financial advice, but it's not; it's simply what I do. Oh, and I think I'm going to beat my friend's record after all.
Check the Price Once a Month at Most
If you want to be happy, stop looking at the ICP price. If you want to be happy, quit thinking about it and maybe check the price once a month. And here's the thing: when you check the price, the only decision to make is, do I want to buy some more or not? Once a month, I decide whether I want to buy some more ICP or not. Right now, in my opinion, is the time to accumulate. I literally say thank you for this low price. This low price, to me, is not a tragedy — it's the opportunity itself.
While I was writing all this out in my head, I was also playing my own game, and — oh, come on, let's go — eight minutes! I beat my friend's record. The Jerry Banfield Family community would be a perfect place to post if you beat the leaderboard — hell yeah, maybe I'll even get a leaderboard built into the game. I did beat his record, though to be fair, he's playing on mobile.
This is how I stay bullish: I'm just playing this game in my browser, and it's hosted on the ICP blockchain. That's a big deal, because trying to host a game and then immediately monetize it would be difficult without ICP. What the tech can do matters. Infrastructure matters.
What's the Simple Way to Explain ICP?
Somebody asked, what's the simple way you'd explain ICP? It's the future of the internet — the infrastructure. Now, the problem is there are a lot of cryptos that go around lying about that. They go around saying they're the future of the internet, but they don't have the tech to back it up, and that's pointless. That's what a lot of these coins are doing. I watched Bobby O's Bittensor TAO review, where the Bittensor TAO guy goes around calling Bittensor TAO — and this is his word — the third big innovation after the internet and Bitcoin. He really said that: Bittensor TAO, the third big innovation after Bitcoin and the internet. To me, that is blatant lying. It is minor innovation at best. He talks in all these big analogies, but you never hear him nail down the details of any of it, because as soon as you ask for the details, it falls apart and it's a mess.
ICP is the truth. If you put Bittensor TAO and ICP side by side, Bittensor TAO is obviously a minor technical innovation that is practically meaningless going forward — all hype, no substance. Next to ICP, that becomes obvious. But if you don't understand ICP, and all you do is look at price charts and listen to people who have every incentive to misdirect you — to sell you their token, to make up anything to get you to buy what they're invested in — then you can be confused. So to me, one of the most precious things is finding somebody you can listen to who has integrity, who cares more about you than about how much of a paycheck you can be, and who is willing to find the truth, tell it to you, and make it simple.
The genius thing I've done in my crypto journey as a YouTuber is that I made the truth simple. Because I had all these one-on-one calls with people, I realized I needed to simplify my message. If I'm covering 50 different crypto coins a day, that's too complicated for my audience — my audience can't handle researching 50 cryptos and trying to tell them apart. The truth should be simple, and the truth, as I see it, is that there's one crypto that's not faking it, that has incredible technology, and everything else in crypto is basically crap. That simplification was the brilliant thing I did, and it came directly out of those calls. If you want to go deeper with me on that, you can schedule a one-on-one call with me directly.
The Truth Doesn't Change Day to Day
Meanwhile, in my game, I just passed ten minutes — we hit the next level — though I was about out of health. And here is why I stay bullish on a day-to-day basis: the truth doesn't change. The truth that ICP is the best tech in crypto by far does not change on a day-to-day basis. It doesn't change based on whether the price moves. It doesn't change based on some dishonest, naive, money-chasing, view-chasing YouTuber or X poster. If something is true, it doesn't matter how many people say it's false. Think back to when flying was new: a little over a hundred years ago, there were a lot of people saying flying was impossible, and it didn't matter how many people said flying was impossible, because today you can just get in an airplane. In the same way, it doesn't matter how many people go around saying that the tech doesn't matter. It doesn't matter how many people go around saying that ICP has no adoption, because I literally just loaded a website off the ICP blockchain and played a game running on the ICP blockchain. Somebody saying ICP has no adoption is either uninformed or a liar.
That's what I realized with InvestAnswers. I used to watch InvestAnswers, and I realized one day that he was intentionally misdirecting me as his viewer — there was no other way to explain it. You should have seen the shocking level of disgust and repulsion I felt when I did my own research and looked up the facts he had misled me on about ICP. His audience had asked him to compare ICP to Solana, and if he had provided an honest comparison, it would have made Solana look useless and terrible. So he fudged the numbers and intentionally dropped ICP's transactions from the comparison.
While I'm on it — dang, we got to twelve minutes in the game. Let's go! I'm sending this to my friend TK. Look at that — how'd you like that, huh? Wow, that was my best run. That 374,000 damage from the rainbow ray went nuts. But the point stands: it doesn't matter how many people are lying about ICP, and it doesn't matter how many people are clueless. It only matters what the truth is. The truth, in my view, is that ICP is the best tech in crypto by far. There's nothing even close — there's no comparison. And for the record, my X account is @jerrybanfield, and it's pretty consistent on what it says.
So that's how I stay bullish. I'm not scrolling price charts and watching people who don't know what they're talking about explain why ICP is finished. I'm playing games. I'm using the blockchain. I'm listening to Zero2Hero interview a guy on the Swiss subnet who tells you exactly what they're building for the future.
Questions People Ask Me
Can you help promote my dapp if I built it on ICP? The starting place would be to join the Jerry Banfield Family — I'm thinking of dropping the price to make it super affordable compared to what it is now. Then you could DM me your app and I could take a look at it, and if I liked the app, we could consider a sponsored video. The same goes if you want me to look at a specific crypto, like PAXG: the Family is where you can post a specific crypto for me to review. And do you think it would be nice if I dropped the membership price? It would be super affordable compared to what it is right now — let me know.
I had just an incredible date last night, and I filmed a video about it where I literally cried. It's just so nice, man — so nice to find someone else who can really receive what I have to give. I have so much real love and joy to offer, and it's so nice to find somebody who can handle that. And however nice I come across in my videos, I'm even nicer in person.
What about $100 ICP? I don't know — it could happen rather shockingly and rapidly. I'm not saying it would stay there, but I am saying we could go from around $2 to $100 ICP in a month or two, basically any time.
As for the haters, on some level they're challenging me to be better, and I'm motivated. I told the woman I was out with last night: when I've got my happy relationship — which we just got started yesterday — I'm going to post 200 videos about my dating content. Two hundred videos on how great my life is, how much I love dating, and here's how I got divorced and found another amazing relationship. I'll post 200 videos of "I told you so — and here's how I did it."
Another question I always get: a lot of people say ICP is extremely centralized, so what about that? I'll give you the best example for it in a moment.
Knowing What's Flexible and What's Not
Back to the woman I met: she's a Bible girl, and she's got the details. On our first instant date when I met her, one of the first things I said — maybe 20 or 30 minutes in, before she even talked about her faith — was that I don't need some authority figure like Jesus in the afterlife to tell me what to do. Then last night she told me the one area of concern she had for us was my faith. I said, look, my faith is pretty flexible at this point — I'm not absolutely locked in one direction. Now, other parts of me are not flexible: you've got to want kids, and not just mine but new ones; you've got to be healthy; I've got to find you attractive; and you've got to support what I do for my work, however that looks — be willing to talk about it, listen to it, and help me with it.
Reading the Bible for Her
Everything else about me is flexible, though. So I literally started reading the Bible last night. I figured, if Christianity is very important to her, I'm going to read the entire Bible — and I'm going to start in the New Testament this time. I tried starting in Genesis before and read maybe a hundred pages, and just starting in the Old Testament is difficult. So I started in the New Testament, and I like this much better. My approach was: don't go through just finding stuff to disagree with — try to take out the things that are really meaningful, find what's meaningful and what you can relate to. Last night I was reading the part that says wives, follow your husbands, and husbands, never be harsh with your wife. And I just started crying and praying. I prayed, please never let me be harsh with this woman. I was harsh with my ex, and I made amends, but it would be better — especially with a gentle, loving woman — to never be harsh with her in the first place. So I prayed, please let me just be gentle and loving. I had a really nice experience reading the Bible last night, and I thought, okay, this will work.
Somebody suggested I tell her that Jesus said we are God. What I did tell her is that I look at Jesus as a role model. Jesus shows you what you're capable of and how you can have an amazing life, and I try to live like that. If I live and act Christian, that's perhaps more important than — or reflective of — my actual beliefs.
Why I Don't Make Tutorial Videos Anymore
Would I mind doing a video on staking for APR on multiple accounts in the NNS? Maybe, but the problem is that tutorial videos often don't get that many views, and in my opinion, somebody else can do a tutorial video. That's a perfect video for somebody who really wants to grow and get an audience in ICP — I've already got an audience, and I appreciate all of you being here already. If you want my help with something like that, the thing to do is have a one-on-one call with me.
Let me tell you about one of those calls. I talked to a guy who had a lot of ICP — I don't think I've ever seen somebody with this much ICP before. I was just like, dang: this dude is getting more ICP every year in maturity than I have in total. Geez. He literally just paid to have a call, and he asked, can you make sure my following is set up? He had been manually voting because he wasn't sure if he was setting his following up right. So I went through it with him — it only took ten minutes — and I had him strip off all his following and just put me in on the three topics. It was super easy to do, and that's something you could easily do with me in a call as well.
I was really feeling this session today, and I've decided I definitely want to do one of these at least once a week.
Is ICP Extremely Centralized?
Now, back to the question I promised to answer: a lot of people say ICP is extremely centralized. Here's my honest take. On cryptotechcap.com, there is one area where ICP did get a "no" answer: can the founding foundation or core company not unilaterally upgrade the protocol? At this point, it is realistic to say that DFINITY could push any upgrade they want to. And could the chain realistically continue operating if the founding foundation disappeared? Probably not — although if somebody bought them out and replaced them, probably yes. If they just disappeared for some reason, no.
However, I don't see DFINITY abusing that position — and I got on a tangent, but let's go back to the Mission 70 vote. To me, what DFINITY did with Mission 70 was a really good sign: they allowed the community to vote on it, they stayed out of it, and then they followed the community vote. That is so much — that's all you could ask for on a major decision, and they followed the community vote. DFINITY is really listening well to the community: they went there, and they listened. I've also noticed Dominic Williams seems to be very responsive to the community — even though some of the community seems to disagree with me on things I really care about. And while they didn't give James Allen a grant, and I didn't get a grant either — I get that — they've given us tools, and tools are better than a grant. Being able to build my own website on the blockchain is worth more to me than a grant.
A Live Look at My NNS Voting Power
I have a lot of people who follow me on the Network Nervous System, which I'm very grateful for. When I go vote, about half a percent of the whole Network Nervous System vote moves when I place a vote. If I look at the dashboard, we can actually calculate that against the whole amount of governance voting power in the Network Nervous System. So I decided to test this out and see what it looks like in practice — I checked whether there was a proposal I could vote on right at that moment, which would be super handy, and yes, there was. Let's do this little flex. I reviewed the proposal and voted immediately, so the effect would show without any outliers. Before I voted, there was 11 million voting power applied to yes. I refreshed it in case somebody else had voted, clicked adopt, and — dang — 5 million voting power applied the moment I hit vote. Five million. You felt that, right? I can feel it. Right now, a little less than one percent of all the voting power on the whole blockchain is following me, and there are more people who have multiple followings, so that when I vote, it influences their vote without immediately triggering it.
Here's where that gets interesting. Dominic Williams proposed that if you were following someone, you could give them one percent of your rewards — just one percent. So if you got 100 maturity, you'd give the person doing the voting 1 and keep 99, which is much less of a cut than the maturity modulation takes right now. The maturity modulation is around 90 and really got stripped down, so if you're going to spawn your ICP, you've got to wait until it goes up toward 100 — catch those peaks, where you get about a week of it going up. Right now it's just in the crapper, which ideally stops too much ICP from getting spawned at once.
When Dominic posted that proposal, I was so enthusiastic. I thought, do you see, with 5 million voting power following me, how much ICP I would get? So let's calculate how much ICP I'd make off that. This is a nice thought experiment, because it really answers the question of how much DFINITY actually listens to the community — even when, in my opinion, the community should think things through more deeply. Right now about 42,000 maturity is distributed every day, and I move about one percent of that. Then you multiply by the one percent reward share — I missed that factor at first — and even at today's numbers, if right now you just gave one percent of your voting rewards to whoever you followed, and you happened to follow me, I would make about 4.2 ICP a day. Holy smokes — right now that would be less than $10 a day, so let's not pretend I'd be living large off it. But imagine ICP got to $100 — that would be around $400 a day I'd make by voting. And then every one of my votes would be well researched: I'd have people I would consult, I'd study everything, and I would put serious time into each one of my votes if I were making $400 a day for voting. Everybody else with followers would benefit the same way — it would be huge.
But the community absolutely dumped on that proposal on X, which to me is irrational. If you're going to outsource one hundred percent of your voting to somebody else, the least you could do — it reminds me of the Full Metal Jacket scene — the least you could do is give them a return, like one percent. Dominic listened to the outrage on X, which I wish he hadn't, and he didn't even end up proposing it.
Use Your Gifts Every Day
People tell me I'm great at explaining all the details, and that's a gift I have — it would be a crime if I didn't use it. I'm also grateful I took time writing books, though I've learned something humbling about them. One day I gave my book to random people out at the park where I live, and I gave one to my ex's sister. Then one of those random people happened to know my ex's sister, and word came back that my ex's sister said she should just throw that book out. I was all hurt — damn, why are you talking down on my books like that? But then I realized my books suck compared to my videos. Anybody can write a damn book, especially with AI. But being able to show up and talk through all of this live, off the cuff — not everybody can do that. If you have gifts to give to humanity, use them every day.
One more question came in: someone was surprised DFINITY's voting power is down to 21 percent. Well, DFINITY has essentially got their maximum voting power already, so the more other people stake their ICP, the more it takes DFINITY's voting power down by comparison.
DFINITY's Effective Voting Power and the Clarity Act
One more thing on DFINITY's voting power: they actually have much higher effective voting power than the raw number shows, because so many people follow DFINITY. Effectively, DFINITY can vote on things and almost immediately have them executed, since they have so many people following their vote. Someone also brought up a great point about the Clarity Act — if I remember right, there's a term saying a coin is decentralized if no one single entity has control over 20 percent of the network, which would mean DFINITY still needs to cut down about one percent to meet that. My question is whether that means 20 percent of the entire tokens or just 20 percent of the voting power, because the answer would depend on the exact definition. Either way, it's a good discussion point.
What Does the Yoga Lady Think About ICP?
Somebody asked what the yoga lady thinks about ICP. I haven't talked to her about ICP yet — we've only actually talked about three hours in person, though we've been texting. She's working basically all day today, and I miss texting her throughout the day. I'm planning to play tennis with her tomorrow, which I'm so excited about. I don't think she spends much time on YouTube, which is good — I'd rather she get to know me before she watches too many of my videos.
And to be clear, no, the yoga lady is not the yoga crush. Three years ago I had a crush on a woman at yoga who had a girlfriend. This woman I met now is very much single. In fact, somebody had just canceled a date on her last minute the day before I met her. I told her, I would never do that to you. It seems crazy — what are these dudes doing, just canceling dates with beautiful women at the last minute? That is crazy to me.
How Can You Integrate AI into ICP?
Another great question: how can you integrate AI into ICP in 2027? There are some LLMs you can put directly on chain, and you can use Claude to build things with AI directly on ICP. You could probably also use Claude or ChatGPT's Codex to bring some of the other LLMs into your code. That's exactly the kind of building I encourage — use the tech instead of watching the price.
Wrapping Up
If you want to go deeper with me on all of this, come join the Jerry Banfield Family and check it out. I'm thinking about restructuring it soon into a much more affordable basic membership, with one-on-one calls offered separately instead of bundled in.
I'm so happy to interact with you all like this, and I'm planning to keep doing these ICP conversations at least once a week. If you want more of them, you can find them all on my ICP Crypto playlist.
Now my kids are about to do a play that they've been working on for two weeks in summer camp, and I'm going to go watch it. Then I'm going to go tell my ex I've got a woman I'm dating. Let's go.