Insights First: Capturing Excess Returns Amid Uncertainty
Casual chat, not much market action over the weekend, sharing some valuable information with the brothers
1. Investment returns come from uncertainty
When the market is clear or when many people reach a consensus, there is no profit to be made. Making decisions should happen before a consensus emerges in the market. For example, when Trump first waved the tariff stick, many people truly did not know what would happen next. At that time, if you firmly bought BTC, Tesla, Nvidia, and other star stocks and tokens, you would now have an unrealized gain of 25%.
2. Bet heavily on certain opportunities
It's common to hear big players say that newcomers shouldn't go all in casually. The big players are not wrong; if you don't understand anything and get misled, then putting all your principal on the line could lead to disaster. However, what I want to say is that if you have become proficient in a field and encounter a certain opportunity, you must place a heavy bet. Otherwise, you will miss the chance to turn things around. Many big players who reached A8 didn't get there by participating in numerous projects, but rather by heavily investing in one project (like the early $W , $STRK ) that succeeded, which is how they became A8.