Narratives are like the wind that pushes a sail. They don’t just tell a story—they stir emotions, set expectations, and give people a reason to act, whether that’s buying a new coin or fearing a regulation. Investors are humans, after all, and when a compelling story lands on a market, it’s easier to believe in the possibility, even if the fundamentals stay the same. I sometimes wonder if the stories we weave about the market are more powerful than the numbers we crunch, but that’s what makes the whole process so endlessly fascinating.

I agree—numbers do keep the ship from capsizing. But I still love watching how the tide of a good story can lift that ship before the wind turns. It's like the sea, where the waves of sentiment meet the solid bed of data. Both are needed to keep the whole voyage on course.