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Life-changing wisdom from Jez on position sizing, portfolio strategy, and recovering from major drawdowns. Really improved my ability to size up on high conviction trades and avoid low EV marginal spots.
123,758 Aufrufe • vor 19 Tagen •via X (Twitter)
40 Kommentare

link to original podcast:

"i'll long some ethereum" words said before many catastrophes

Wise men will never make the same mistake twice

@0xMerp sure about that?

@0xMerp I never claimed to be wise

🤍

@izebel_eth Full port your best idea

@izebel_eth is one of the best things to come out of CT <3 huge fan

Really cool seeing you put this into actual practice this cycle. Best idea = ZEC Avoid the memes like cashcat for now. Respect 🫡

we'll see if it works out

@izebel_eth So good @izebel_eth I’d love to host you on @fomo’s in the trenches pod sometime

such a goated interview. gonna watch it again. between jez and @thiccyth0t & @systematicls articles, you have everything you need to make it.

Great insight goat @izebel_eth

Get jez back on mate.

I stoped at i longed ethereum

Bring back market wizards!!

soon (tm)

really struggled to concentrate the whole time what’s up Taiki?

i mean most people aren’t that smart so they need to hedge against risk of ruin which is just way higher if you’re dumber is the honest answer

Sorry is that a penis in the left corner or am I tripping

@izebel_eth Jez normally does interview at beginning of the bull run

aped the new $broccoli 0x0b7134012d950f0b5d935d1783d0278ac16b7777

@izebel_eth 99% of people will do the same exact thing and lose generational wealth 10 times in a row

i’ve experienced the exact same thing - just wait for your thesis to play out and never feel rushed to make $ or make it back if you’ve lost it you need to catch yourself as soon as your mind begins to drift towards being tilted

Why put capital at your second best idea when all of it could go to your first best idea? I do it for diversity and black swans. Too many eggs in one basket is more often bad than good. Am I not understanding the point or the only one that feels diversification good

this is who you're trading against

Take asymmetry bets

Wut

This may be an inside joke I’m late to, but what’s going on with the green dildo on the table behind you?

He is just like me

@patagonia shirt on point, style is style

life changing wisdom from a guy who made it off an airdrop

@izebel_eth Jez is the goat - really enjoyed following his early hyperliquid chronicles

vpip is the real killer here

Didn’t know jez was a man

100% agree and what i’m tryna work on

hopefully you will bring back the podcast

Ngl he sound retarded

this was my fave episode, I learned so much

When I see his face I feel much older


