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The Space Between

I moved to the bottom of the world and keep forgetting to look up.

I spend my days combing through an unbelievable amount of information all with the motivation of uncovering the best early stage crypto opportunities on the market.

I read hundreds of headlines a day, comb through an equal number of charts, and try to read developer notes to find the details everyone's overlooking.

But come Friday, it feels my brain is like a browser with 200 tabs open.

At a certain point, it becomes slow and freezes more easily.

I moved to the bottom of the world last year and one of the things that sold me was proximity to the most beautiful places in the world.

Glacial valleys, mountains that disappear into cloud, water so still it looks fake. It's a few hours down the road and I've been only just a handful of times.


That's the thing nobody warns you about when you work in markets. You build your whole life around information. More feeds, more sources, more alerts.

You start measuring a good day by how much you consumed, not by how clearly you thought. And slowly the stuff outside the screen stops getting your attention.

This weekend I'm driving south with no laptop, no plan, and probably no cell signal for most of it. Just a couple of days in the mountains doing absolutely nothing productive.

I scheduled this one a day in advanced so by the time you're reading this, this will be my view.

I used to feel guilty about that.

Now I think it's the most productive thing I can do.

The best ideas I've had this year didn't come while reading a whitepaper.

They came from the space between them.

I stole that mentality from my colleague Sean McLaughlin. He talks a lot about the space between trades; the discipline of doing nothing when nothing needs to be done.

It's one of the most underrated edges in any market. With this thinking, he doubled his entire portfolio last year without risking any more than 1% per position.

So if this message resonates, I'd highly encourage you check out his work here.


This Week in All Star Charts Crypto

On Monday, I talked about how the public's sentiment towards crypto is the dumps following Coinbase's Super Bowl commercial.

Nobody hates assets they own.

And this only makes me more comfortable that I bought more Bitcoin last week.

On Tuesday, I dropped one of my most important notes in a long time.

If you're aware of the "ownership cycle" crypto is moving toward, you can make a tremendous amount of money.

Here's what I mean.

On Wednesday, I revealed the very first cryptocurrency Citadel Securities purchased in their entire history.

It's not Bitcoin, Ethereum, or Solana.

It's a tiny $600M market cap crypto.

So why did they invest in it?

On Thursday, I outlined the March 1 deadline that will determine the future of the stablecoin industry.

The result of what happened in the next 13 days will determine the major investment opportunities in the stablecoin space.

Here's what I mean.

On Friday, I claimed I would never trade stocks anywhere else but this exchange that lives on the blockchain.

And low and behold, that exchange is up +50% off its lows.

Here's that exchange.

And on Saturday, I said that Ethereum and Solana will drastically underperform in the coming years.

And it's something most crypto investors aren't ready for.

Have a fantastic Sunday.

Cheers,

Louis Sykes
Senior Crypto Analyst, All Star Charts