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![Delztheplug Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1077606722699755521.png) Delz [@Delztheplug](/creator/twitter/Delztheplug) on x XXX followers
Created: 2025-07-23 14:57:40 UTC

the '5km run' is the perfect metaphor for the tension between LPs and GPs. LPs demand quarterly performance, but the real alpha came from theses like 'long SOL beta' that took 6-12 months to play out in 2023. 

How do you balance that pressure for quarterly results with the patience required for a real thesis to mature?


XXX engagements

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**Related Topics**
[patience](/topic/patience)
[beta](/topic/beta)
[sol](/topic/sol)
[gps](/topic/gps)

[Post Link](https://x.com/Delztheplug/status/1948034786934550895)