This episode of OKX Planet Live was top-notch I watched the whole thing Packed with eye-opening golden nuggets 1/ Investing isn’t about finding the best assets, it’s about finding the weakest game. 2/ Alpha makes money, Beta builds wealth. 3/ Choices matter more than effort, understanding trends is more important than predicting prices. 4/ The deeper you use AI, the bolder you’ll be to go all-in on AI. 5/ AI can amplify abilities, but it can’t create abilities. 6/ An industry having value doesn’t mean its stock price has value. 7/ A good company and a good stock are never the same thing. 8/ Macro determines direction, fundamentals determine odds, position sizing determines life or death. 9/ In the business world, there’s no permanent bottleneck, only constant substitutes. 10/ All windfall profits will eventually attract competitors. 11/ Real opportunities are hidden in places the market hasn’t fully priced yet. 12/ Don’t bottom-fish for prices, bottom-fish for expectations. 13/ Building positions in batches is admitting you can’t predict the future. 14/ Capital expenditure isn’t a cost, it’s the seed for future profits. 15/ The endgame for AI isn’t the model, it’s commercialization. 16/ Software may be late, but it won’t be absent. 17/ The market will always flow from the most expensive places to the cheapest places. 18/ Buying QQQ is buying America’s tech innovation capability. 19/ The biggest dividend of the AI era is knowledge equality. 20/ The best research method isn’t looking for evidence, it’s looking for counter-evidence.