0xdungbui

Hello, I'm Dung, in the crypto community, people call me 0xdungbui.
Crypto trading, for me, is not just about numbers or charts, but a journey to discover my own nature. Every decision, every fluctuation in the market reflects my own patience, determination and belief.
The challenges have helped me grow, not only as a trader but also as a person. Now, I want to share my story, along with the lessons and experiences I have accumulated throughout this journey.

“Cảm hứng là dễ hư hỏng – hãy hành động ngay lập tức.”
— Naval Ravikant
Người Hy Lạp cổ đại có hai cách để nói về thời gian.
Chronos — thời gian tuyến tính, từng giây đều đặn trôi qua, tích lũy và chờ đợi.
Kairos — thời khắc duy nhất mở ra, nơi mọi thứ có thể thay đổi mãi mãi.
Hình ảnh đẹp nhất về Kairos là một cung thủ.
Anh kéo dây cung,
căng thẳng chờ đợi.
Gió thổi.
Mục tiêu dịch chuyển.
Và rồi — đúng một khoảnh khắc,
anh buông tay.
Quá sớm: lệch.
Quá muộn: hụt.
Chỉ một thời điểm đúng
cũng đủ để thay đổi kết quả mãi mãi.
Cảm hứng là dạng năng lượng dễ hư hỏng nhất.
Nó không phải tiền – bạn không gửi được vào ngân hàng.
Nó không phải cơ bắp – bạn không rèn được bằng suy nghĩ.
Nó như tia lửa rơi vào đống cỏ khô.
Nếu không thổi ngay,
nó sẽ tắt.
Không lời báo trước.
Không tín hiệu nháy đèn.
Chỉ biến mất – và bạn không biết khi nào quay lại.
Vấn đề không phải là:
“Làm sao giữ được cảm hứng lâu dài?”
Mà là:
“Làm sao sẵn sàng hành động ngay lúc nó đến?”
Chronos là để chuẩn bị.
Kairos là để kích hoạt.
Hầu hết cuộc sống diễn ra trong Chronos.
Bạn luyện kỹ năng.
Bạn đọc, viết, lặp lại mỗi ngày.
Bạn chuẩn bị.
Nhưng Kairos không bao giờ hẹn trước.
Nó đến như khi Steve Jobs nhìn thấy cửa sổ thị trường đang mở,
và lập tức ra mắt iPhone — dù sản phẩm chưa hoàn hảo.
Chờ thêm một năm nữa,
lịch sử có lẽ đã khác.
Bạn không điều khiển được Kairos.
Nhưng bạn luôn có thể sẵn sàng.
Hãy nghĩ về một người lính gác đêm.
99% thời gian là sự tĩnh lặng.
Nhưng chỉ cần bỏ lỡ 1%,
bạn thua cuộc.
Chronos giúp bạn mở rộng bề mặt đón nhận may mắn.
Kairos là khoảnh khắc
may mắn thực sự va vào bạn.
Bạn không thể điều khiển gió.
Nhưng bạn luôn có thể căng buồm.
Cơ hội không chờ bạn đủ tự tin.
Nhiều người bỏ lỡ
không phải vì thiếu năng lực.
Mà vì họ đợi đủ.
Đợi hoàn hảo.
Đợi ai đó cho phép.
Kairos không chờ ai.
Không đồng hồ đếm ngược.
Không tín hiệu báo trước.
Chỉ là một cánh cửa im lặng mở ra —
và bạn hoặc bước qua,
hoặc nhìn nó đóng lại
từ phía bên kia.
Những người hành động lớn
là những người đã sống đúng trong Chronos.
Jobs không bốc đồng tung ra iPhone.
Cả đời ông là để chuẩn bị cho khoảnh khắc đó.
Buffett không mua trăm thương vụ mỗi năm.
Ông dùng 364 ngày để chuẩn bị,
và chỉ một ngày
bấm nút thay đổi toàn bộ tương lai.
Nhà văn lớn không viết nhờ cảm hứng.
Họ viết vì mỗi ngày đều ngồi xuống —
không cần đợi sấm sét.
Đừng sống mãi trong chuẩn bị.
Nhưng cũng đừng nhảy
khi chưa buộc dây.
Kairos không kéo dài.
Nhưng bạn luôn có thể sẵn sàng
khi nó đến.
Hệ thống sống đúng là:
(1) Hành động nhỏ mỗi ngày (Chronos)
(2) Tối giản ma sát khởi động
(3) Luôn nhận diện khi Kairos xuất hiện
Rồi khi cảm hứng đến —
bạn không còn cân nhắc.
Chỉ cần buông dây cung.
Cảm hứng là năng lượng dễ hư hỏng.
Nếu không dùng ngay,
bạn sẽ mất nó.
Nếu Kairos đến mà bạn chưa sẵn sàng...
…bạn không chỉ mất một khoảnh khắc.
Bạn có thể mất
cả một quỹ đạo cuộc đời.
#0xdungbui

Have you ever wondered:
What is the market really?
Many people think simply:
is a place to buy and sell goods.
But in fact, the market does something much more miraculous:
pulling value from the future into the present.
Sounds abstract.
But let me tell you a little story.
When you borrow from the bank to open a café,
you are not just borrowing money.
You are borrowing future revenue —
something that does not yet exist.

In the crypto world, the most traded thing—
is not technology.
Not real products.
It is… trust.
Have you ever witnessed unknown coins skyrocketing,
just because of a tweet from Elon Musk.
Or a vague promise from a familiar face on YouTube.
But have you ever wondered:
Does the trust of a celebrity
could it become a long-term business model?
---
Think about luxury bags.

Crypto – for me – is like the ocean.
Big waves = profit.
Undercurrents = risk.
The strange thing is: most people only watch the big waves.
Few are willing to look down.
---
Have you ever wondered why people like to gamble?
Not because they like losing money.
But because of the thrill of facing the uncertain.
But investing is not gambling.
It is the art of measuring uncertainty.

"Capital goes where it’s treated best."
– Wall Street proverb
Capital always seeks the best treatment.
Not words of philosophers. Not of economists.
But from those who spend their lives doing one thing: tracking the flow of money.
They do not write books.
They read price lists.
And they understand that: money remembers the way.
Global financial history has always operated under a simple rule:
Capital will flow to the most convenient, transparent, and safest place.

When looking at successful companies, one can easily fall into a trap:
Thinking they have a special secret.
Or innate talent.
Or simply… got lucky.
But if success only required talent and luck, Nvidia would not exist today.
Nvidia is not like a genius athlete.
Nvidia is like a tenacious boxer.
Knocked down – get back up.
Bruised – still charge forward.

There is a very quiet form of busyness
that I once did not realize.
Every day, I do tasks, have meetings, produce,
complete a long list of things to do,
and think I am growing.
But as the day goes on,
I feel like I am not really making any progress —
just replicating the 'me' version of yesterday.
The blind spot here
is the two types of time we often forget:
Consumption – taking in: reading, listening, observing.

In the past, each US dollar issued to the market had to have the handwritten signature of the Chairman or the Treasurer of the central bank.
Sounds funny.
But that was a serious constraint.
Not because of a lack of signatories.
But because there was a desire to limit the power to print money at all costs.
Then those layers of limits are removed.
The handwritten signature was replaced by government bonds.
Then, gold became the anchor for the dollar.

When I was young,
I used to believe that if I learned enough,
one day I would know everything I needed to know.
But the older I get,
the clearer it becomes:
not all knowledge can be taught.
And not everything you want to learn can be learned.
There is a specific area of knowledge —
as Naval Ravikant has called it.
Where books cannot reach.
Where the classroom only plays a gentle introduction role.

In economics, there is a very interesting concept: the lemon market.
Not to be confused with actual lemons.
But it is about markets where sellers know their products well, while buyers are... guessing.
You buy a used car.
Outside is shiny.
A few weeks later, the engine starts to rattle.
You realize you've bought a 'lemon'.
---
Crypto - in the eyes of many - is gradually becoming a market like that.

DYOR – perhaps the most repeated phrase in the crypto market.
Slogan.
Amulet.
Escape route.
It's so popular that it has become a perfect catchphrase,
helping investors evade responsibility whenever the market crashes.
But actually...
How many people really do this?
---
Imagine you walk into a large bookstore.
In front of you are hundreds of different books.
Which one will you choose?

In ancient Sanskrit,
there is a special word: arambhashura.
It points to those who are full of enthusiasm at the start,
and then quietly give up when the emotions fade.
Interestingly:
this word has existed for thousands of years.
That is,
for a long time, people have been aware of this syndrome —
but then… still get stuck,
time and again.
A study in the U.S. shows:
On average, it takes people 32 days to give up on their New Year's goals.

There is a truth,
when I thought I had just completed something.
Read a book to the end.
Solve a difficult math problem.
Overcome a challenge that seems like the final mission in the game.
But just as I was about to stop,
the world opened up wider —
like an endless game without an ending.
The ladder of knowledge turns out to never have a top.
Every step I take,
reveals a few more steps.

In 1997, when Clay Christensen published The Innovator’s Dilemma,
he outlined a very clear model:
New technologies disrupt old markets from the bottom up.
It started in a place of disdain.
A place that no one pays attention to.
A place that is not worth investing in.
Like the small, cheap Toyota Corona —
a 'toy' that American car manufacturers scoffed at.
Until it quietly captured the entire neglected market.

There are days,
I feel like I am being swept into an invisible machine:
Glancing at a new opportunity — my heart immediately races.
Hearing an optimal strategy — my brain automatically switches to calculation mode.
Meeting someone who is "doing it" — my limbs want to jump up to catch up.
It feels as if…
if I don't act right now,
I will miss out on my own life.
And Mr. Munger gives me a kick in the behind:

When it comes to crypto, there is one word that is always repeated:
Decentralization
.
Decentralized.
But the more it is mentioned,
the less people seem to understand what it is.
If you ask ten people,
you are likely to get ten different definitions.
Some say: it is a network with thousands of nodes.
Others argue: the less concentrated power, the more decentralized.
Some say: it is blockchain, open source, transparent technology.

Trust doesn't vanish in the roar. It quietly retreats in silence.
---
Trust is a very strange thing.
When we have it, we see nothing special.
But when it disappears...
We realize:
It once held this entire world still.
So is currency.
It doesn't operate on gold.
Not by policy.
But by trust.
You don't usually ask:
"Why does the whole world still trust the dollar?"
Until the day...

Few know,
Leonardo da Vinci left thousands of drawings never displayed.
Not portraits or deities.
Just anatomical drawings, water flows, gears, muscles —
meticulously, quietly,
with no one applauding.
Those drawings were not created to be famous.
They are practice.
It is necessary darkness
for one day, the light can shine on the painting The Last Supper.
---
Today, the world is filled with light:

(When AI takes all the advantages – you still have one thing it can't steal)
In the past, making money from the financial market…
was like going into the woods to find fruit.
Who is faster,
who has brighter eyes,
who knows the hidden corners —
will reap the sweet fruits before others.
Back then, information was scarce.
Whoever has it – wins.
Warren Buffett was once the best fruit hunter in that forest.
Every day, he reads thousands of pages of reports.