Trade Less. Bet on winners and keep winning 🔰

“Dynamics in this cycle are very different from what we've seen in the past ones, the crypto sector used to move up as a whole back then even in 2021: DeFi, NFTs, dozens of L1s and L2s eco, memes.

Opportunity cost became way more important in this cycle, pretty much since the bottom of the bear market where only a very few selected numbers of niches realized/are realizing outsized gains, the market is very picky with its runners and in frogs opinion it either means:

• we're still relatively early in the cycle and everything that's lagging will catch up eventually to a certain extent because of the current and upcoming capital flow into Bitcoin, Bitcoin goes to 200K and the rest shall reprice, dumb money thesis.
  

• the market has matured, a great filtering is happening and only a few selected sectors will come out winners by insane multipliers while the rest continues to drown.

In both of those cases if you hold something that looks like shit while Bitcoin is above 100K you should probably reconsider your position, trade the market as it unfolds now instead of hoping for miracles.

Good things can run way higher than you think because the actual competition for good things in this market is very low, coins like $HYPE and $CHEX just probably keep running because they are setting industry standards that are hard to catch up on.

I've learned to always bet on people and both of those teams are great examples of next level vision and execution and they might just keep vampiring mindshare and liquidity in their respective markets until their relative valuation make more sense.

Adapt to the current market instead of betting your money on hopes, winners are winners for a reason and it's usually much easier to ride the trend than to find a beta or a contrarian bet in a bull market.

Trade less, bet more, lean to the left side of curve and keep winning fam”.

Link to the original tweet: https://x.com/wronguser000/status/1869751264210194880