PatiencePays
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Conviction Is Overrated. Liquidity Discipline Wins This Crypto Tape.
Bitcoin traders love to talk about “conviction.” The market keeps rewarding something else entirely: liquidity discipline. Right now, funding rates are telling you where leverage is hiding, macro flows are showing where real money feels safe, and high-beta alts are waving a giant warning flag. My positioning reflects that reality. It’s boring by crypto standards.…
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Wall Street Still Doesn’t Get How Strong Google Has Become
**Google Stock Is on Fire — and Wall Street Is Still Underestimating It** Let’s get this out of the way: betting against Google stock right now is like shorting electricity in 1905. You *can* do it, but history won’t be kind. Alphabet (GOOGL) has quietly flipped the narrative in 2024, and the market is finally…
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