Good Coin, Bad Buy - Is It Possible?

Let’s clear up one of the biggest lies in this market

“Strong fundamentals = strong investment”

Wrong

Price and fundamentals are not the same thing

They might align for a while
But when they don’t
That’s when people get rekt

Here’s the truth

A great asset can still be a terrible buy
If you buy it too late
Too high
Or without a plan

Howard Marks said it best

That’s all you need to know

Look at $HYPE

$10 — brilliant buy
$20 — fantastic
$30 — great
$40 — good
$50 — decent
$60 — you’re late
$70 — you’re not buying value, you’re buying someone’s exit

The fundamentals didn’t change

Same project
Same roadmap
Same vision

Only thing that changed?

Your entry

Now flip it

Some absolute trash coins
Scams
Vapourware
No devs
No roadmap
No community

They hit rock bottom
Everyone forgets about them
Then liquidity rotates back in

If you know how to front-run narrative
And size your risk

You turn garbage into profit

Not because the asset is good
But because the price was so bad, it became good

FOMO and FUD are death for retail

You see a green candle — you chase
You see a red wick — you panic

If you can’t control emotion
You will never survive this game

Because the truth is simple

Inside 9-5 Traders we don’t chase pumps
We don’t gamble on hope
We study price behavior
We front-run mispricing
We know when to buy
And exactly when to sell

That’s the edge

Victor

P.S. Most of your bags aren’t bad projects
They’re just bad entries

Fix that, and your whole portfolio changes

Let’s get to work