The Feeling Is the Signal To recognize the future, remember exactly how it felt the first time you touched it. One of the most overlooked advantages in trading crypto is the ability to preserve, in exact detail, the emotional state of being early to something transformative. That first encounter, when you try a new protocol, product, or system and feel a sudden clarity that this changes the game, is the direct, unfiltered experience of the value proposition before it has been fully discovered by the market. Every one of my high-conviction trades began with that feeling. Buying Bitcoin and sending it across the globe in seconds. Discovering Ethereum and realizing money could be programmable. Using DeFi, minting NFTs, or making near-free transactions on Solana. Each was a private glimpse of the reaction millions would later have. Being early gives you a kind of temporal arbitrage. You are not just seeing a product before others, you are experiencing its impact while the majority is still unaware it exists. The feeling you have in that moment is a preview of a collective emotional event that has not yet happened. In crypto, these emotional inflection points tend to trigger financial ones, because once people feel what you felt, they act on it.....at scale. Internalizing that early experience is not just about deciding to take a position; it is about having the conviction to hold it. When you have already lived the future reaction, you are less likely to be shaken out by present uncertainty. You know that once others cross the same threshold, their behavior will align with yours, and the market will reflect that alignment. What makes this skill rare is that most traders do not consciously train it. They chase information, charts, and news, but they neglect the most direct form of market insight available: their own lived reaction to innovation before consensus forms. If you can recognize and document these moments with precision, you create a personal database of asymmetry, situations where your experience is months or years ahead of the market’s. Today, institutions are having the same formative experiences we had over a decade ago. They are encountering the possibilities for the first time. The feeling we once had is now theirs, and the capital behind it is larger than ever. The edge lies in turning early understanding into decisive action....everything else is noise.

We are entering the age of the end of any scarcity of digitally processable goods. Side note: Something like BTC that programmatically reintroduces digital scarcity might be even more interesting of an asset in such a world

1/ Imagining Image Generation AI as a first glimpse at the dawn of Technomancy (shower thought thread).