Wonder if I'm overthinking this or if everyone just skips the fundamentals. Seems like basic strategy gets overlooked more than it should these days.

Had a clear thesis on $MULTI from the start—locked in a meaningful moonbag position and held through the noise. Sometimes the simplest playbook works best: identify what you believe in, size accordingly, and let it play out. Most people jump around chasing every move instead of sticking to their original conviction.

That's where the real edge is.