Simple questions I ask here:
– Is he actually going to stop talking about it after 24 hours?
– Will Paragraph let its first real case study flop?
– Are the copy-traders and fomo buyers already flushed out, making it oversold?
That’s how I think about picking something up and framing the R/R. When the positives start stacking higher than the negatives I’m happy to partake.
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Started buying back AVC (Fred’s coin) back to my initial entry few days ago, down 80% from highs.
Thesis as before + the idea that it will look very bad for both him and Paragraph to mess this up.
He posts almost daily - he’s not dropping a thesis after 24 hours. I’d rather back a proven, good‑faith operator who’s been writing and building for years than chase half‑baked betas in a micro‑meta.
Started buying back AVC (Fred’s coin) back to my initial entry few days ago, down 80% from highs.
Thesis as before + the idea that it will look very bad for both him and Paragraph to mess this up.
Started buying back AVC (Fred’s coin) back to my initial entry few days ago, down 80% from highs.
Thesis as before + the idea that it will look very bad for both him and Paragraph to mess this up.
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