lex retweetledi
lex
39 posts
this is true. although being right with small size isn’t exactly same as being wrong, but it stings, it’s wasted edge.
you identify asymmetry (20–50x), had extremely high conviction, and still fumbled massive returns.
painful mismatch between thesis and execution.
your PnL is driven by your top 1–2 positions, not your average trade
you don’t actually need to be right often,
you need to be right BIG when it matters.
so the real skill isn’t just spotting 50x plays
it’s.
knowing when to size aggressively
and being psychologically able to hold through the volatility.
otherwise you end up with a portfolio of “i was right” stories instead of massive returns
Miyamoto@iruletrenches
Being right with small size stings just as much as being wrong.
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Something is cooking $LFI
mleejr@MLeeJr
i guess you can say things are getting pretty serious 👀
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Watching these coins right now
Some good dips there
You buying any dips?
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@iruletrenches if everyone put their money where their mouth was $LFI would be at 100m already
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base team shilling on day one and you still arent buying $LFI
oxb.base.eth@Oxxbid
looks good on @baseapp
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$LFI is interesting because it is not trying to create another circular DeFi yield farm.
LienFi is bringing U.S. property tax lien exposure onchain, basically turning a normally closed off institutional yield product into something stablecoin holders, vaults and RWA investors can access through crypto rails.
The key part is the backing. This is not “yield” coming from emissions or ponzi token incentives. It is meant to be tied to real world property linked cash flows, in a market that has historically been hard for normal investors to touch.
The team also seems to have a genuine edge here, coming from one of the larger U.S. property tax lien hedge funds. That matters because RWAs are mostly execution and sourcing, not just a nice website and a token.
Tokenomics are also relatively clean:
60% initial liquidity
20% team
10% ecosystem incentives
7% advisors
3% airdrop
The thesis is simple: if crypto keeps moving toward real yield and asset-backed products, platforms that can bring boring but real cash-flow markets onchain should attract attention.
$LFI is a bet on RWA yield becoming more accessible, more liquid, and more internet-native.
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