jez (equity perps era)(@izebel_eth):gambling on new pairs isn't locking in, its being lazy and offloading the cognitive burden. its harder to find real conviction than it is to rip a lottery ticket. if someone said they were going to lock in as they sports bet/traded options you'd look at them the same way a small port has less market impact, more nimble, many more advantages than a large port. the concept of "not enough size" is relative framing vs CT that is poisoning ppls process and returns

jez (equity perps era)

@izebel_eth

i must not fomo. fomo is the mind-killer. inbounds: @cascaintern Extremely Online thoughts: water build |

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jez (equity perps era)@izebel_eth

2026.08.25 20:15

gambling on new pairs isn't locking in, its being lazy and offloading the cognitive burden. its harder to find real conviction than it is to rip a lottery ticket. if someone said they were going to lock in as they sports bet/traded options you'd look at them the same way a small port has less market impact, more nimble, many more advantages than a large port. the concept of "not enough size" is relative framing vs CT that is poisoning ppls process and returns

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