X @mert | helius.dev

Market Dynamics & Competition - In a highly connected system, speed of spread dominates, making fundamentals less important [1] - Speed is a significant market force in finance, exemplified by high-frequency trading [1] - Increased speed accelerates competition, leading to faster displacement of market leaders [1] - Narratives are more important than fundamentals [2] Strategic Imperatives - Moving extremely fast while maintaining retention is crucial for sustained success [1] - Retention is achieved through a focus on fundamentals [1] - Speed matters more than ever, but it must be grounded in reality [1] - Fundamentals still matter [2]