Welcome fellow investooors! It’s crypto time so let’s dive right in. To access more content find us here on Twitter. Enjoy!
If there’s one thing that’s not changing in our crypto world, it’s the endless flow of information that grows larger by day. How can one find pure alpha in all of this noise?
Meet Crypto Linn, one of the few who can aggregate thousands of tweets and distill pure alpha into daily newsletters - Linn’s Leverage. The journey to market wisdom is never an easy one, but it’s an integral part of the process to win in this game called crypto.
Let’s meet Crypto Linn and see what pieces of wisdom can we find today.
The Backstory
What initially drew you to crypto, and what aspects made you stick around? Also, how long has your crypto journey been so far and have you had any periods of withdrawals from the market?
A friend recommended I buy some. I had no idea what it was back then and when it started to go up a lot I began to pay more attention to it. Prices going up is the best way to get people involved and increase overall adoption. I’ve been here since 2020 but got lazy with research in late 2021 when I thought I was an investment genius and didn’t need to put in the work.
How do you typically navigate the market? Are you more of an investor or a trader?
Investor. I buy projects I like, then wait and hold. Don’t have the skill to be a trader.
How would you define your market edge, and what is the story behind discovering your true edge?
My edge is willing to read thousands of tweets daily, and do this without a break for over a year and a half now. The key thing is to absorb as much info as possible and after some time you start to notice repeating patterns.
What skillset did you enter crypto with and how did it help you along the way?
Linn didn’t enter with any skillset, except for mild autism, determination and mental retardation. This is a powerful combo for financial gain. It’s helped me as I don’t overthink things and listen to my gut. I trust the patterns my brain had noticed in how people write about projects, how projects behave, etc.
Reflecting on your experiences, what's been your most memorable win and loss? What lessons did you pull from these moments?
I’ve had multiple significant losses but Celsius and LUNA are up there as the biggest. It’s been a hard lesson to never be inactive in research if you hold an investment; you at all times need to know what is going on and always look at all sides - never blindly accept project as good just because you hold a coin.
The key thing is to absorb as much info as possible and after some time you start to notice repeating patterns.
Navigating the Markets
You’ve been in crypto for some time now, can you tell us how your perception of this realm changed over time? Are there any areas you feel are less/more relevant to you now compared to when you’ve started?
I used to think fundamentals were the only thing that matter. Now, I think the tech is still very important, but I see each protocol as a company. Many projects think that the good tech should be enough to sell the vision and the project - as if Bitcoin just erupted out of nowhere with no one promoting it.
From the very beginning people have been marketing and selling Bitcoin. That is why I now see sentiment around a given protocol as an essential part of its success. Teams that ignore this will lose out to those who care.
Sticking to the topic changes… Considering how NFTs have changed crypto in the last cycle, are there any predictions you’d make on how crypto may change during this one? Is there any niche or trend worth paying attention to right now?
Be like water. It's fun to make predictions for clout - make a ton of them, a few may hit, and then you look like a genius. Weirdly though, these people who are so good at predictions rarely make a ton of money. It’s much better to be agile and responsive to anything that pops up - be like water.
If there’s one certainty in crypto it can be summed up in one sentence - What happens in the next cycle will surprise us all. If it didn‘t hold the power to surprise us, there would be no room for making profits like that. Having said all of this, I think Restaking, LSD, Inscriptions, DePin, GambleFi, Perps, and Options are worth keeping an eye on.
If there’s one certainty in crypto it can be summed up in one sentence - What happens in the next cycle will surprise us all.
Linn’s Leverage and Linn’s Ledger are the series you’ve been creating for almost a year now. What led you to the decision to start aggregating market intel and publishing it for free? Would you say it helped you to become a better market participant?
Linn's Leverage - the free edition, I think is one and a half year now. It was never intended to grow into what it has become. It was a personal record - and in many ways still is, of what I personally think is interesting.
As I’ve said before, I'd gotten lazy with my research and suffered the consequences of it. By publicly posting I felt as if I was held more accountable to do the research daily - this strategy worked 100%, there’s no doubt. And if there’s one thing to keep a personal record, it’s having an investment journal, I think everyone should have it.
Since you are covering an immense amount of information on a daily basis, can you tell us what in your opinion is the best selling point crypto can offer to the mainstream? Is there anything that’s being built already that can hit mainstream sooner than we expect?
THE selling point that attracts the most people will always be "coin go up". We need to lure people in with the promise of profit, and while they are here, teach them the importance of privacy and financial sovereignty.
THE selling point that attracts the most people will always be "coin go up".
Doubling down on your extensive knowledge and information feed you cover everyday, do you see any trends and/or narratives worth paying attention to that aren’t yet widely discussed? Also, if you were to make a bet which crypto niche will become the most hyped during the upcoming bull run, which would you choose and why?
Options. I do not think they are as complicated as people think they are. Also most people thought Pendle was too complicated at the start, but they've already had massive growth - both in terms of price and project growth, and they’re just getting started. Also, institutions are pretty keen on Options... Wonder if we have any drivers coming for institutional adoption?
The Finish Line
What's the best piece of advice you've ever received, be it related to the market or life in general?
Don't eat yellow snow.
Looking back on your crypto journey, what's the one lesson that stands out to you the most?
Tons of lessons, but I like degenspartan's: "the utility of this coin is coin go up" and "life is risk and then you die" the most.
Let’s finish this interview with a bit of fortune telling. If you were to make one prediction about the upcoming bull market, what would it be?
Real World Assets will grow massively and we'll have another CeDeFi collapse within it as we are introducing trust into a trustless environment.
Any last thoughts you’d leave us with?
I've previously written about how the ducks are free at the park and how you can just take them home. I'd like to take this opportunity to retract that statement to prevent more people getting arrested.
Tons of lessons, but I like degenspartan's: "the utility of this coin is coin go up" and "life is risk and then you die" the most.
That’s all for today, thank you all for reading this week’s Deep Dive and see you in two weeks time! To access more content find us here on Twitter. See you there!
~ Crypto o’Clock Team
This interview is provided for educational purposes only and does not constitute investment advice. It is not intended as a solicitation to buy or sell any assets, and readers are strongly advised to conduct their own research and seek independent financial advice before making any investment decisions. The authors and publishers disclaim any liability for any direct or consequential loss arising from any use of the information contained herein.
brilliant.