The Crowd Is Looking the Wrong Way

Every crypto bull market is totally different.

There are different sets of leaders, and those who make the most amount of money in this space are those who recognize this and change their positions cycle to cycle.

Over the next three years, I think Ethereum and Solana are going to drastically underperform.

Part of the reason they performed so well was that investors believed they would be the plumbing of the entire financial system.

But this isn't happening.

Ethereum and Solana aren't compliant for financial institutions because every transaction gets advertised to the world.

Tell that to a bank and they'll run a mile away; institutions don't want to publicize every detail about their books.

And why would they?

This isn't to say that Ethereum and Solana won't go higher in the coming years; they still have a genuine purpose to exist.

But it's not in the way most had envisioned.

Solana is currently sitting at $50B.

Ethereum is $250B.

But there are new competitors that are eating their lunch, and most crypto investors are completely unaware.

Ethereum and Solana were the winners of the last cycles.

But they're not going to be the winners of the future.

The money in crypto isn't made by holding last cycle's winners and hoping they do it again. It's made by recognizing when the market has moved on before the crowd does.

That moment is now.

I'll be writing a lot more about who I think the new leaders are in the weeks ahead.

Because I think while everyone is asleep on crypto, this disconnect is panning out to be the biggest investment opportunity I've ever seen in the crypto market.

Cheers,

Louis Sykes
Senior Crypto Analyst, All Star Charts