The analyst discusses the tokenomics of various cryptocurrencies, focusing on supply, inflation, deflation, and disinflation. Bitcoin has a fixed supply of 21 million, positioning it as digital gold. Ethereum's supply is technically infinite, shifting from proof-of-work to proof-of-stake, influencing its inflation rate. XRP has a fixed supply of 100 billion tokens with a deflationary mechanism. BNB also has a fixed supply is burning it at a rate that it can not be determined, while Cardano is a hard cap token of 45 billion