The analyst discusses the break-even point of XLM at $0.22, maintaining transparency. He has $100,000 invested in SHIB and expresses a strong belief that it will explode, drawing parallels to his experience with Solana, which he bought at $14. He claims a $14,000 investment in Solana resulted in a $215,000 exit, leading to an overall $296,000 profit. He says that SHIB is similar to the Solana trade. The general timeframe for these plays seems to be within a 2 year period.