Clubs are finally pricing minutes instead of goals. A 21-year-old with 2,000 competitive minutes across two leagues is a lower-variance asset than a 23-year-old with one loud season, and the transfer market has been slow to reflect that.
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Most of my worst trades weren't wrong. They were right on a timeline my position size couldn't survive. Getting the direction is maybe a third of it. The rest is sizing small enough that you're still around when the thesis finally shows up.
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Real turning point in DeFi lending is RWAs as collateral. Aave Horizon, Morpho's $175M round, direction's clear. Post a tokenized treasury, your zero-yield stable starts paying yield and lets you borrow. Too clean not to happen.
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