🧠 Investor Journal

One lesson I’m taking into October:

Narratives move markets.
Fundamentals decide which narratives survive.

AI.
RWA.
Privacy.
Bitcoin ETFs.
Regulation.

The capital is rotating between stories.

The investor’s job isn’t to chase every story.

It’s to identify where narrative + liquidity + fundamentals converge.

That is where I want to be looking.

#MannequinCrypto