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One lesson Iâm taking into October:
Narratives move markets.
Fundamentals decide which narratives survive.
AI.
RWA.
Privacy.
Bitcoin ETFs.
Regulation.
The capital is rotating between stories.
The investorâs job isnât to chase every story.
Itâs to identify where narrative + liquidity + fundamentals converge.
That is where I want to be looking.
#MannequinCrypto
One lesson Iâm taking into October:
Narratives move markets.
Fundamentals decide which narratives survive.
AI.
RWA.
Privacy.
Bitcoin ETFs.
Regulation.
The capital is rotating between stories.
The investorâs job isnât to chase every story.
Itâs to identify where narrative + liquidity + fundamentals converge.
That is where I want to be looking.
#MannequinCrypto