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fiskantes
@fiskantes
One key difference between an investor and narrative chaser is that investor is willing to hold an asset even if nobody else talks about it, just bsed on his independent thesis
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kenny 🎩
@kenny
what was your best win based on your own thesis no one else saw at the time?
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fiskantes
@fiskantes
The best win ROI wise is also weirdly my biggest L Started buying LUNA in 2020 on KuCoin at 0.10-0.5 USD price levels, no one else even knew about it, there was no anchor yield, no mirror, just fake "korean ecommerce" adoption that I thought was real Fortunately exited most of the position between 50-80 USD
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fiskantes
@fiskantes
It's probably the biggest W return wise but biggest L thesis wise, as I got duped by the founder and my thesis was based on wrong inputs
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SpoaT 🐹🔵
@spoat
Wow congrats then, can you say that has change your invest-to behaviour and thinking?
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fiskantes
@fiskantes
My cynical self learned 2 lessons 1. you can be wrong and still make money 2. scams pump hardest My optimistic self learned 2 lessons 1. There is a real demand for non speculative yield and stablecoin that offers it 2. Checking the chain is not enough, it's easy to fake activity on-chain
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SpoaT 🐹🔵
@spoat
One quote that i try to remember when i think about possible investments and positioning in thinking terms and i dont know who i heard it from: "Do you want to be right or make money."
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