Skip to main content

Crypto investors are broke. That's good news for you.

The DTCC flips the switch in a month. Guess who has the cash to actually take the trade?

The most obvious trade in crypto history is sitting right in front of you and the people who'd normally take it can't.

If you've been in the stock market the last two years, you're sitting on gains. The market is at all-time highs. Your portfolio has never looked better.

Meanwhile, the average crypto investor is broke.

Just look at the difference between Bitcoin and the S&P 500.

Most of them got wiped out last October in the largest crash in crypto history. The ones still standing are bruised, undercapitalized, and have completely written off the one corner of the market that's about to matter.

Here's why that matters to you.

In just over a month, the DTCC (the single most important entity that the entire U.S. financial system runs through) opens the door for institutions to tokenize over $100 trillion in assets. This is the thing crypto people have been talking about for a decade: Wall Street actually coming on-chain.

It's a chokepoint.

The $100T doesn't flow everywhere, it flows through a small handful of networks and companies positioned to handle it. The trades are about as obvious as trades get.

The people who should be all over this can't be.

Crypto natives don't have the capital. Worse, most of them have mentally checked out of "tokens" entirely, they assume the whole category is scams. They're mostly right. But the small handful that aren't are about to do extraordinarily well, and there's almost no one from the crypto side bidding for them.

The edge in crypto right now doesn't belong to crypto people. It belongs to real investors with cash, conviction, and the ability to reallocate a slice of their winnings into trades that the crypto people physically cannot take with size.

A few hours before sending this, I told my members about one project already winning this race. No one in my circle of crypto traders is even looking at it. It's my single largest position, and I'll be adding aggressively over the next two weeks.

The window where this asymmetry exists is small. Once crypto natives recapitalize, or once the movement of money to blockchains hits and the move is obvious to everyone, the edge is gone.

Right now, it's yours.

That's why in just over two weeks I'll be revealing to you the winning trades of this entire trend that the crypto people can't take, but you can.

Cheers,

Louis Sykes
Senior Crypto Analyst, All Star Charts