When IPOs Soar and Speculation Strikes | AWM Insights #212

Summary

• The market loves a highlight reel, Like Figma's recent IPO at 340% or crypto speculation, but true stewards of wealth know better than to chase every surge or speculative craze—discipline earns more than hype ever could.

• Durable success comes from running your family’s playbook with intention and patience, blocking out the noise and trusting the strategy built for the long season.

• Crypto brings exciting innovation to the financial arena, yet we size up every opportunity with a coach’s eye—enthusiastic about the future, cautious about speculation that could sideline your legacy.

In this episode of AWM Insights, Justin Dyer and Mena Hanna trade rapid-fire takes on the week’s headlines—from the astonishing surge of Figma’s IPO, to the risks and realities of market speculation, to the state of the GDP. The headlines of their discussion include:

Why Discipline Wins Championships

Every year, a new asset class catches fire. Investors flock, driven by promise and adrenaline. Too many forget that real, enduring wealth is built on integration and consistency, not impulse. Our best clients are the ones who run their race, keep to their allocations, and avoid distractions—just like seasoned pros who trust their off-season training more than any single highlight.

Skepticism of Hype

Let’s revisit the bubble seasons: tulip mania, the dot-com boom, meme stocks, and now, crypto fever. Hype is as old as the game itself. What matters isn’t how many invitations you get to the afterparty—it’s whether your family’s legacy shows up for the next 100 years. At AWM, we’re not in the business of chasing the flavor of the month. We weigh every move against your long-term interests.

A Pro’s Approach to Crypto

Crypto isn’t just a distraction—it’s a force changing the way markets function. We recognize the possibility for transformative technology here, and we watch closely, much like scouts at spring training. Still, headline-driven hype invites mistakes. Our approach is measured: consider exposure where it fits your family’s goals and risk tolerance, yet avoid loading up on assets you wouldn’t feel comfortable explaining at the family table twenty years from now.

Legacy Over Shortcuts

The ticker never sleeps, but true stewards know when to bench short-term thinking. At AWM Capital, we build with generational clarity, helping athlete families align resources, purpose, and opportunity for a hundred years—not just next quarter’s buzz. This is more than coaching—it’s stewardship.

Hype fades. Playbooks endure. When your legacy is on the line, follow discipline, not the crowd.