Market Outlook 2025-08-15

Being early isn't always enough. Being early just means taking on more risk and sometimes, you don't need even to be early to win.

For one to be willing to take on risks that others are not willing to take on, conviction & belief plays an important role. If the trade idea is crowded, you are probably not early and then you have to think who are the frontrunners based on the narrative of the trade as you don't want them to dump their bags on you.

I am rather late to the ETH selloff, but I am going long at the current price level and in the hopes that the meeting between Trump & Putin tonight bears some fruit.