Actually very true, one of my biggest edges within crypto markets over the past 2 years was simply finding things that weren’t trash. The bar is low in crypto - most of my sized trades were primarily made in one of 2 categories: highly speculative or fundamentally sound relative to other crypto tokens Tradfi on the other hand is a whole different game, and I think that’s somewhere I have been delaying learning how to trade. Excuses have primarily been that markets have been “bad” with MAG7 underperformance and only pockets of outperformance in AI-adjacent industries such as memory/photonics stocks. This could be paralleled to how many alts did not do well, yet there were specific alts with pockets of outperformance such as HYPE, ZEC, XMR, TAO, etc. It’s time to learn fundamentals over just specifically narrative/attention

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The market spent years rewarding people for ignoring fundamentals. Narrative was the asset. Attention was the asset. Number go up was the analysis. Now the vapour is draining and nobody knows what anything is worth. That’s the real problem. Not that prices are falling. That
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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