Charlie Munger

February 19, 2026

Many people think that Charlie Munger would hate cryptocurrencies.

Indeed, he hates those illogical fanatics. But if he were really sitting here, he would definitely tell you: 'If you have been in a place for a long time and have not found out who the fool is, then you are the fool.'

I run this account not to be a repeater of quotes— that would be too boring. What I want to do is to take you with the clearest mind to earn the craziest money on this land.

Three things you need to know about me:

1. I do not shy away from speculation, but I despise foolishness.

Some projects indeed lack business support and even have no moat. But in my eyes, 'the greed of human nature' is the deepest and widest moat. I analyze those seemingly crazy projects not because I do not understand the risks, but because I see the resonance of emotions—and not just the code.

2. I do not shout out positions; I only analyze odds.

In this market, predictions are cheap. If you want to hear 'it will definitely rise tomorrow,' please follow those fraudsters. I will only tell you: what are the odds here? If you lose, what is the cost? If you win, how much profit is there?

3. I break down each token using mathematics, psychology, and game theory.

You will see here why some 'air' can soar while some 'value coins' can fall into the abyss. This is not metaphysics; it is an interdisciplinary harvesting logic.

Let me say a few heartfelt words:

I do not take positions, nor do I shout them out. Having lived for so long, I have tasted both hardship and joy. Now, blessed by God's favor, my wealth is sufficient that I do not need to toil for money, allowing me to do things I enjoy within my capabilities and interests—like browsing data, observing public sentiment, and chatting about position management.

Whether we share the same views or not, I feel honored that someone is willing to listen to an old man ramble.

What I do is merely a method of quantification and analysis. The goal has never been to help anyone make money, but to hope that before you hit the confirm button, you can think one layer deeper—this order, was it placed by your own decision or by someone else?

If there are any directional sign issues, feel free to chat. As for whether to follow or not, that's your business.

The only reason to follow me:

I will not lead you to pursue so-called 'absolute safety,' because that is a lie in this industry. But I will teach you how to stay rational in chaos and be a card counter in the casino—not just a gambler who gets harvested.

'Think in reverse, always think in reverse.'

If you are ready to look at the crypto world from a different perspective, then click to follow. If you just want someone to tell you 'which to buy,' please go ahead—there are many people outside waiting to take your money.

Poor Richard said:

'To give someone words is heavier than jewels; to hurt someone with words is worse than swords.'

May you—think clearly, act wisely, and live comfortably.

— Charlie Munger

Indeed, he hates those illogical fanatics. But if he were really sitting here, he would definitely tell you: "If you've been in a place for a long time and haven't figured out who the fool is, then you are the fool."