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"em discricionário
a posição certa
é quase sempre plana
a ação certa
é quase sempre não fazer nada
5x / ano há dinheiro grátis no chão
pegue-o
então não faça nada
superação"
Depois desta negociação, vou fazer muito nada. Isso nos foi dado em uma bandeja de prata. Acho que muitas pessoas estariam melhor se negociassem com menos frequência.
Não somos tão inteligentes quanto pensamos, somos sortudos. Apenas pensamos que somos inteligentes nessas tendências. O mercado nos engana fazendo-nos pensar que somos mais inteligentes do que realmente somos. Não se esqueça disso.

8/07/2025
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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