Been reviewing top 200 3mo wallets on Hyperliquid and the gap between analysis and execution is honestly insane
Smart guys, great theses, and then the actual trading is an absolute fucking warcrime. One good idea funding four shit ones because god forbid anyone scratches a trade anymore. Bro nails a 60% move, sits in it at the same size like a corpse, no adds no trims, walks away with 20% of it
Too many analysts, not enough traders
Believe in something. Also believe it can go to zero. The gap between those two beliefs is called a position size
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