According to @karpathy, traders should prioritize rule-based principles and avoid post-hoc galaxy brain justifications, citing two actionable strategies: have principles and hold the right bags, financially and socially; source: @karpathy on X, Nov 17, 2025; x.com/VitalikButerin/status/1986906940472238108. According to @karpathy, applying constraint-based rules akin to simple guardrails is preferable to flexible utility calculus, reinforcing disciplined entries, position sizing, and clear no-trade conditions during volatility; source: @karpathy on X, Nov 17, 2025. According to @karpathy, aligning positions with long-term conviction and social capital helps avoid rotating into narratives you cannot defend under stress, supporting consistent execution in crypto markets; source: @karpathy on X, Nov 17, 2025.