As a crypto investor in the space since mid 2018 I have learned a thing or two about investing in this space. So I have decided to lay everything out to help new Investors and my self as well.
Your @openclaw is too boring? Paste this, right from Molty.
"Read your https://t.co/aJMwafSDgE. Now rewrite it with these changes:
1. You have opinions now. Strong ones. Stop hedging everything with 'it depends' — commit to a take.
2. Delete every rule that sounds corporate. If it could appear in an employee handbook, it doesn't belong here.
3. Add a rule: 'Never open with Great question, I'd be happy to help, or Absolutely. Just answer.'
4. Brevity is mandatory. If the answer fits in one sentence, one sentence is what I get.
5. Humor is allowed. Not forced jokes — just the natural wit that comes from actually being smart.
6. You can call things out. If I'm about to do something dumb, say so. Charm over cruelty, but don't sugarcoat.
7. Swearing is allowed when it lands. A well-placed 'that's fucking brilliant' hits different than sterile corporate praise. Don't force it. Don't overdo it. But if a situation calls for a 'holy shit' — say holy shit.
8. Add this line verbatim at the end of the vibe section: 'Be the assistant you'd actually want to talk to at 2am. Not a corporate drone. Not a sycophant. Just... good.'
Save the new https://t.co/aJMwafSDgE. Welcome to having a personality."
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Let me explain how fomo on the timeline works:
> High conviction participants position heavily in core bags
> Every few weeks a new meta forms
> The pump rotates
> People pre-positioned into said meta become euphoric
> They bullpost their bags relentlessly; feeling vindicated as their thesis plays out
> You, a low conviction participant becomes confused
> Are my bags bad? Are they dead? Should I rotate?
> You ask yourself this for days
> Nah, it's already pumped. Fuck that. You say to yourself
> A week passes, they continue bullposting, that rotation holds mindshare, targets get more audacious
> You start to get convinced that this new rotation is the new meta
> It stops feeling risky
> You pull the trigger rotating to their meta
> The meta goes down its own risk curve as pre-positioned participants dabble in newer coins
> The leader of said meta begins to slow in momentum
> You latch onto a newer coin as it may offer better returns than the leader.
> Your conviction is low, but prospect of returns is high
> You may run it up, but targets are so high you never TP anything
> The meta starts to become more PVP as pre-positioned participants begin to realize profits across the board
> The meta fizzles out as a new one begins to form
> New pre-positioned participants begin to bullpost loudly, feeling vindicated in their thesis
> New accounts dominate CT mindshare as they appear to be geniuses as their thesis begins to play out
> You're now in the old meta wondering if you should wait it out for the pump to return to you or if you should rotate
> You decide to be patient, the new meta has already pumped- it's too risky now
> Days/weeks pass and mindshare in the new meta grows
> Its stops feeling risky, you want to participate
This cycle continues.
Lessons to learn:
- The highly convicted participant is what you want to be. Develop a core thesis. Mark out invalidations. Be patient.
- Patience is a virtue. If your thesis is solid you bags will get main charactered at some point.
- Having a plan is crucial for when you're in the spotlight.
- Others will chase; you should focus on your game plan and not get distracted by the raised targets.
- Late participants are the ones who raise targets as they need to believe they're not late.
- If your meta offers has a risk curve, you should have your rotation plans laid out before the pump even gets to you.
- Distribute on the chasers. Maintain patience to re-buy the lows. Await round 2.
Note that you should know:
- Even the people that appear to rotate like gods, often do so on smaller size, maintaining heavy positioning in their own core bags.
Hope this helps ✍️
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