This week’s quote comes from Peter Lynch, one of the greatest fund managers of all time. He grew his fund from $20 million to $14 billion in 13 years: “Remember, things are never clear until it’s too late to recognize.”
That’s exactly how markets work. They never wait for anyone. Prices always try to move ahead of events, even on the smallest hint. If the market is wrong, it corrects. If it’s right, those who follow must buy at higher prices. And vice versa.
This quote also ties directly to how I approach investing: long-term thinking.
But long-term thinking doesn’t mean buying something and holding it for 5, 10, or even 20 years without question.
My approach is this: If the market is at point B, and the crowd is already FOMO-ing into B, try to see point C before the majority realizes it exists. That’s where Low Risk : High Return opportunities live. You’re looking for something that is still unclear to the crowd, but has the potential for a big move in the future.
This mindset helped me catch the AI, DeFAI, and Perpetual waves early, before Aster overheated the market recently. (Knock on wood.) I’ll write a separate piece soon to share more of my personal experience around this approach.
Back to crypto this week. It’s been a long time since I’ve seen a debate this interesting and Monad is the one that ignited it.