According to @ThinkingUSD, traders should use a contrarian timing rule: sell during phases when market discourse says fundamentals don’t matter and buy when participants start asking about fundamental value, mapping sentiment extremes to entries and exits. Source: @ThinkingUSD on X (Oct 17, 2025) He explicitly references Hyperliquid, indicating applicability for perp traders seeking to time risk-on and risk-off cycles based on shifts between narrative-driven euphoria and valuation-focused dialogue. Source: @ThinkingUSD on X (Oct 17, 2025) Practical application is to de-risk during fundamentals-don’t-matter euphoria and scale in when valuation questions rise on the venue mentioned, aligning position sizing and leverage accordingly. Source: @ThinkingUSD on X (Oct 17, 2025)

According to @QCompounding, Warren Buffett’s view that the market is a short-term voting machine but a long-term weighing machine means traders should prioritize real value over short-term noise (source: @QCompounding, X, Aug 10, 2025). According to @QCompounding, this implies using longer timeframes for entries and exits and de-emphasizing intraday signals to avoid noise-driven decisions (source: @QCompounding). According to @QCompounding, position sizing and holding periods should align with fundamental value conviction rather than daily volatility spikes to improve trading discipline (source: @QCompounding).