Crypto Deal

More to come, but will leave these words of wisdom!

Crypto

Decentralized, ruthless and unapologetic financial market.

Deals

Framed as opportunities, for instance Prime Day 2025 from Jul 8-11th generated $24.1 billion in U.S. online sales.

Leverage/Margin

Smart men go broke three ways: "Ladies, Liquor, and Leverage", and Oct. 10th, nearly 20 billion was liquidated, and the number of people who lost everything, is shocking.

Patience vs Greed

Patience Greed
Cash ready to deploy when opportunities appear (Oct 10th) Always fully invested with leverage, no capital when deals emerge
Cash is a strategic position Cash feels like missing out, must always be "working"
Few high-conviction plays Chasing every pump with borrowed money
Buy discounted assets, hold through recovery Get liquidated automatically at the worst prices
One opportunity validates months of waiting One black swan wipes out everything ($20B on Oct 10th)