Writing
About markets, hindsight and the decisions people actually make. No tips, no signals, no predictions.
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22 August 2026
Everyone thinks they would have bought the dip
In March 2020 the market fell 34% in 33 days. Almost nobody who says they would have bought actually did, and the reason is not that they were wrong about the price.
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22 August 2026
What "sell the news" actually means
Ethereum announced exactly what it would do and exactly when. It did it, flawlessly, on the promised day, and the price fell. That is not cynicism, it is arithmetic.