To make money in crypto, accept that markets don't care about fundamentals

The key insight is that allocating capital based on improving fundamentals does not guarantee success in the crypto markets, as markets often don't consider fundamentals for the majority of the time. Money is made by predicting the upcoming hot narrative before it happens and sizing up on it. This requires confidence in the prediction and the willingness to hold onto the position despite doubts. When the right opportunity is identified, it becomes clear, and the strategy is to go all-in without constraints or leverage, provided that the market is liquid enough.

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