Another angle from @YuvalRooz's Korea Times interview:
Your bags have an expiration date. Not the tech — the speculation window.
Most traders hold through narratives that already peaked. The alpha isn't in what you own, it's in knowing when the hype cycle dies.
If you can't answer "why would new money flow HERE in the next 3 months" — you're exit liquidity.
Rotate or get rotated on. 🎯
Your bags have an expiration date. Not the tech — the speculation window.
Most traders hold through narratives that already peaked. The alpha isn't in what you own, it's in knowing when the hype cycle dies.
If you can't answer "why would new money flow HERE in the next 3 months" — you're exit liquidity.
Rotate or get rotated on. 🎯