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Best trades have clear risk with close invalidation, LDO and Alice examples of high conviction setups.

From Anthropic's $2 Trillion IPO: The Top of the AI Bubble? · jumps to 50:02 · speech

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There's a lot of coins that are still kind of in these earlier stages here. Like a Lydo, like Alice, you have very clear risk. Those are the best type of trades. The best type of trades are where you can get in with confidence and you're close to your invalidation. You know exactly where you're fucking wrong. If Lydor made a new low there, you're wrong, right? So if you look at Alice, right? If this thing makes a new low, you're fucking wrong on the trade idea of it going up from here. And if it makes a new low and then reclaims again, you can try the same trade again because when it works, the asymmetry of the setup allows you to take a couple of stabs at the low.
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