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"in discretionaire
de juiste positie
is bijna altijd vlak
de juiste actie
is bijna altijd niets doen
5x / jaar ligt er gratis geld op de grond
pak het op
doe dan niets
outperformance"
Na deze trade ga ik veel niets doen. Dit werd ons op een zilveren schaal gepresenteerd. Denk dat veel mensen beter af zouden zijn als ze minder vaak handelen.
We zijn niet zo slim als we denken, we hebben geluk. We denken gewoon dat we slim zijn in deze trends. De markt bedriegt ons door ons te laten denken dat we slimmer zijn dan we zijn. Vergeet dat niet.

8 jul 2025
You can see the narrative changing around $ETH right now. And imo it will be obvious in hindsight. But most are too jaded
In less than one month, public companies will have bought enough eth to offset all the eth that's been created since the merge
It's 1/9th the marketcap of BTC, and takes far less capital to move. That capital is clearly coming.
It's still very early to this trade. I dont know if it will be today, tomorrow, or next month. But I think we are going to look back at what is right in front of your eyes and think. I can't believe it was so obvious.
The amount of capital starting to flow into eth, will lead to big moves. and all we have to do, is do nothing. Set the tribalism aside, set the past aside.
@fundstrat should be paid attention to, and the amount of companies he will onboard, and other retail users.
All you have to do is set your bias aside and look at what's happening. Hate it or love it. It seems inevitable.
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