What is something you’re doing now or an idea your intuition has led you to whose thesis has not been solidified yet?

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Good question.

$MSTR is one

Anchor watch (Bitcoin insurance) is another.

I invested in both long before I understood them. Both are up significantly in Bitcoin terms. Only now am I beginning to understand them. It was two years before it started making sense to me, but something in my gut told me to invest in both.

Btw I don’t think I had a clue about bitcoin for at least 3 years

I agree with this intuition guides you places you don’t understand yet, the tricky part is trusting it even when doubts emerge. I think I was also clueless about bitcoin until about 3 years in.

Yeah MSTR took a life of its own this year. Anyone that had a meaningful position before this year was way ahead of the curve