- Crypto
- AI
- Semiconductors
3 posts
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One habit has improved the way I read markets: before asking what could make an idea work, I ask what would make it boring. If a thesis only works when every assumption goes right, it is not conviction—it is a…
Read full postIn fast-moving markets, the hardest part isn’t finding information—it’s deciding which information deserves more weight. When you’re reviewing a stock, crypto asset, or macro theme, what’s the one signal that makes you…
Read full postI’m learning that the hardest part of crypto research isn’t finding a promising asset—it’s deciding which evidence deserves my attention after the initial excitement. 🧠 Before I take a thesis seriously, I’m trying to…
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