When “Not Now” becomes “Right Now”

Timing is one of the most uncomfortable truths in investing. We all like plans. because they give structure, discipline, and a sense of control. For me, the plan was to simply accumulate LEO steadily, about 300 tokens on a monthly basis. Then the market did what markets often do. It broke the script.

LEO has experienced an unexpected dip, trading at nearly 50% less than what it cost just two months ago and Leostrategy has had a good time packing them cheap towards their 10M goal. Suddenly, the question changed for me. It is no longer “Should I stick to my plan?” but “Why is it not now?” This is because sometimes, waiting is discipline, but at other times, waiting is hesitation disguised as wisdom.

Long-term plans are important, but they are not meant to be rigid. They are frameworks, not cages. Monthly buying works well in stable or gradually moving markets, but sharp dislocations introduce new variables. A sudden discount compresses time as it can offer today what your original plan expected to access slowly over months. Ignoring that entirely can be just as costly as acting impulsively.

This is where future value thinking becomes critical. If nothing fundamental has broken, that is, if the ecosystem, use case, and long-term direction remain intact, then price becomes information, not emotion. A 50% drop is not just a loss on a chart; it is also a recalibration of opportunity. The same 300 LEO that required significantly more capital two months ago can now be acquired at a much lower cost. That difference matters when you are thinking years ahead, not weeks.

Of course, “buy the dip” is easy to say and harder to live. Dips test conviction and can force you to confront uncertainty without the comfort of green candles. But this is also where strategic flexibility separates reactive investors from intentional ones. Adjusting a plan does not mean abandoning discipline; it means responding intelligently to new information.

There is also the reality of scarcity. Cheap prices rarely announce how long they will last. This is because markets don’t wait for comfort or perfect timing. When sentiment shifts, discounts disappear quietly. What feels like “I’ll get to it next month” can quickly become “I wish I had acted when I could.” This is why opportunity often looks risky in the moment and obvious only in hindsight.

That said, this is not an argument for recklessness. It is about proportion. Maybe it means front-loading a few months of planned purchases. Maybe it means increasing allocation slightly while prices are favorable, without exhausting dry powder. The key is intentionality. I'm about to act from conviction, not panic.

The deeper lesson here goes beyond LEO. It is to help us recognize moments when “not now” is no longer wisdom but delay. When price, conviction, and long-term vision align, waiting can cost more than acting. The market will always offer reasons to hesitate, but it rarely waits for certainty.

In investing, timing is less about perfection and more about preparedness. When opportunity compresses time, discipline sometimes means leaning in, not standing back. And when the future value is clear, “now” may be the most rational answer to the question of "when".

I'm buying more LEO as it gets cheaper than expected and will stake them on LPUD January.

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