10-Baggers Are for Storytellers. 30 Points Are for Operators.

If they can get you to opt into their game, you’ve already lost—because their incentives and economic structure aren’t yours.

Your constraint is simple: you don’t get paid the way they do for “being right.” They can tout a thesis, monetize attention, sell products, hedge ambiguity, and still win even when the market doesn’t cooperate.

You can’t.

You’re the one taking the real risk, in real time, with real consequences.

There’s another misalignment: most of them aren’t actually living off the thesis.

If an idea can’t be converted into full-time execution—if it can’t stand on its own as a repeatable realized gain engine—then what are we really talking about?

Commentary.

Content.

Branding.

That’s the tell.

This isn’t about being a retail punter trying to “follow smart people.”

It’s about refusing to think like one.

It’s about building a pathway without gatekeepers—where the proof is the tape, the receipts are timestamped, and the economics are earned rather than narrated.

That’s harder.

That’s rarer.

And it’s far more admirable than what most are doing.