What are the non-obvious truths or false beliefs in crypto right now?
Spotting these early can help you catch a new narrative before it gains traction.
As @mattigags points out, the goal is to either be at the start of a potential narrative or wait for clarity before acting.
Easy to say, hard to implement in practice.
This requires identifying non-obvious truths—those unique insights that haven’t been picked up by the crowd.
Examples from last cycle:
• Obvious and True: "Crypto will suffer from rate hikes."
• Non-Obvious and True: "Stablecoins have the best product-market fit in crypto."
• Obvious and False: "Crypto is an inflation hedge."
• Non-Obvious and False: "The new shiny L1 trade is over."
If you knew that "The new shiny L1 trade is over" was false, you could've invested in $SOL early.
So, what are some examples from the current cycle?
