All your so-called hard-money guys keep touting milestones from a single idea they’ve been milking for years — a trade, a thesis, a narrative — something that maybe worked once, but can’t scale, can’t accelerate, and can’t adapt.
This isn’t about portfolio theory anymore. It’s about the velocity of consequence. The slow are worshipping their own obsolescence.
Their win rate?
Nowhere near what can be achieved in minutes — not months, not years — minutes.
And that’s the dichotomy of survivorship bias in its purest form. They survived, not because they evolved, but because they refused to die quickly enough. They built myth around slowness — around the idea that time itself is a validation metric.
They brag about their “10-baggers,” their “grand slams,” their one big idea that supposedly compounds. But look at the nominal value of the assets they’re in. Look at the variance, the time held, and you’ll see the truth: their compounding isn’t a function of skill. It’s just a consequence of patience.
Patience masquerading as genius.
Their entire methodology revolves around abstraction — that mythical notion of “value.”
Value as story.
Value as theory.
Value as time-delayed justification for inactivity.
Even the quants — the supposed rationalists — can’t escape it. Their entire universe still revolves around some “baseline value.” Everything they build depends on normalization to a mean that doesn’t even exist anymore.
Meanwhile, those who move faster — those who iterate, author, and recalibrate within minutes — are generating real compounding. Return on Risk Rent (RRR).
Consequence per second.
Speed isn’t greed. It’s survival.
Iteration is the new compounding.
So when someone shows you their milestone, their decade-long thesis, their one big win — don’t applaud the monument. Ask the only question that matters: