Uploaded July 2026 | Updated September 2026, 2 weeks ago
The best investors don't need to be right about everything.
They think in probabilities, not absolutes.
Instead of asking, "Which chain will win?" they ask:
- Which market is likely to grow faster?
- Where is value being created?
- What are the odds each thesis plays out?
🎙️ Clip from a longer podcast discussion:
youtu.be/Ah0D2HER4N4?si=_hd004HCxKjHJ0Fa
The best investors don't need to be right about everything.
They think in probabilities, not absolutes.
Instead of asking, "Which chain will win?" they ask:
- Which market is likely to grow faster?
- Where is value being created?
- What are the odds each thesis plays out?
🎙️ Clip from a longer podcast discussion:
youtu.be/Ah0D2HER4N4?si=_hd004HCxKjHJ0Fa










