I'm Jumping into Shark Infested Waters
This weekend I'm flying to the bottom of the world.
Stewart Island. For my American audience, this isn't "remote" like rural Vermont or a cabin in Montana. This is a latitude so far south that the next major landmass is Antarctica. New Zealand itself already feels like the edge of the map. Stewart Island is what's past the edge.
I'm going snorkelling.
The island sits on top of one of the largest seal colonies in the southern hemisphere. Seals are adorable, but they're also the primary food source for great white sharks. Which is why Stewart Island has the single great density of great white sharks on the planet. They don't wander through here. They live here. This is their kitchen.
I have done the research. Shark attacks are genuinely rare. The data is clear. The odds are overwhelmingly in my favour. I have read the studies, looked at the statistics, and arrived at a logical, evidence-based conclusion that getting in the water is fine.
I am also, if I'm being honest, absolutely bricking it.
And that's the point.
Because doing the research doesn't dissolve the fear. It just gives you a reason to act in spite of it. The work you put in doesn't make the jump easier, it makes the jump justified. Those are completely different things. You still have to stand on the edge and decide whether you actually trust what you found, or whether you're going to let the feeling override the data.
That's the same muscle. Every single time.
I'll report back.
(Probably.)
This Week in All Star Charts Crypto
To start the week, I dropped my special report on the tokenisation mega trend.
I think this is the single most compelling investment opportunity in the entire crypto market.
On Tuesday, I argued that the "Monday problem" in global markets is about to vanish.
Gaps during weekends and geopolitical events, like the recent Iran conflict, will soon be a memory of the past.
In the next 5 years, every single security transaction will settle on a blockchain.
On Wednesday, I pointed out the looming short squeeze in MSTR.
Short interest is at 52-week highs and it's trading back at discount to NAV.
On Thursday, I pointed to the tightening of volatility across crypto.
I think that's a key signal to suggest Bitcoin is bottoming here.
And on Friday, I dropped what is perhaps the single most important narrative to get your head around for investing in crypto.
Enjoy the rest of your weekend!
Cheers,
Louis Sykes
Senior Crypto Analyst, All Star Charts
