How we choose to think is a lot like allocating capital. Your narratives are a lot like money. You only have so much of them and how you allocate it, determines your return on investment.

Heard rumblings today that a protocol will be offering a non-rebasing yield-bearing USD stablecoin as collateral for perps. Tik tok Hyperliquid

Because as Jeff Bezos said, “It’s always better in business to be right than smart,’” Bezos continued. “Smart people can be wrong a lot.” cnbc.com/amp/2017/11/06…

In terms of narrative momentum, HNT is the next ZEC. Left for dead idling around a $500 million market cap. Smart money buys quietly, price skyrockets. Then noise and marketing galore on the timeline.

Today my quant reminded me Beethoven wrote the ninth symphony when he was completely deaf. Use your intuition.

State of XRP Ledger Q3 Key Update: XRP Ledger implements institutional-grade features, paving the way for widespread adoption of tokenized real-world assets and compliant DeFi. QoQ Metrics 📊 • XRP price ⬆️ 27.2% • RWA market cap on XRPL ⬆️ 215.3% • Average daily

This is what confluence looks like. Giza

Domains as onchain assets make perfect sense. Surprised we didn't get Michael Egorov borrowing against an S-tier domain instead of CRV to buy a mcmansion sooner.

Your entire trading strategy can, and probably should, be copy trading people more experienced and powerful than you in influencing markets. Copying methodology works in the gym to get jacked. Works with trading/investing to get rich. Stay humble.

Happy Halloween 🎃

Aptos closed October with a record month-end stablecoin market cap of $1.49 billion, up 48.8% month-over-month from $1.0 billion. As Aptos moves towards technically realizing its vision of becoming “the global trading engine,” real adoption and growth are happening in