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Strategy

launching in a market you don’t speak?

Engineers launching matcha they never drink, lawyers opening toy shops. When capital chases a trending market, UX and a believable narrative decide who actually sells.

10 June 2026 · Gianluca Simonelli · Rotterdam

Some of the best launches I've worked on had nothing to do with passion. An engineer with a good exit puts money into a matcha brand. He doesn't drink matcha. He has never stood on a tea farm in his life. But the category is climbing, the margins look friendly, and he has capital sitting still. So he launches. I've watched a version of this play out more times than you'd guess.

Capital goes where the trend is

A lawyer opens a toy shop. Two designers with a little left over from a project ship a kids' app. None of them are "from" the market they're entering, and it almost never matters. Money looks for a wave, not a biography. When a category is rising, people who have never lived in it show up with a budget and a willingness to learn on the way. You don't even have to understand why it's trending. Half the internet is shouting "six seven" at each other, and nobody, themselves included, can tell you what it means, yet somehow the wave still lifts every boat on it.

I used to believe you had to belong to a market to sell into it. I don't anymore. I've watched outsiders outsell insiders precisely because they weren't carrying what "everyone in the category knows." They asked the naive questions, copied what plainly worked, and skipped the folklore.

Almost anything can be sold. The real question is whether the story holds.

The product is rarely the problem

Here's the uncomfortable part: the matcha is fine. The toys are fine. The app is fine. There are ten factories that will make any of them to spec by Friday. What separates the launch that works from the one that quietly dies is not the product. It's whether the buyer believes the story around it, and whether the act of buying confirms that story instead of puncturing it.

This is where capital-first launches usually fall apart. The founder treats the brand and the shop as decoration, something to bolt on once the "real" work is done. But when you don't come from the market, the narrative is the real work. It's the only thing standing between you and a warehouse of stock nobody quite trusts.

UX is the narrative

And by narrative I don't mean a tagline. I mean the whole path: the first image, the product page, the way shipping is worded, the unboxing, the email that lands three days later. Every one of those is a sentence in the story the customer is telling themselves about whether you're real. Get the UX right and an outsider's matcha feels considered and intentional. Get it wrong and a genuine expert reads like a drop-shipper.

So when someone arrives with money, a trending category and no personal connection to it, I don't try to hand them a passion they don't have. I build them a believable one: reliable UX, honest copy, a checkout that behaves the way people expect a real brand to behave. That's what turns "I had some money left to invest" into an actual business.

the takeaway

You don't need to love the category to win it, but the story has to hold. When capital enters a trending market, the product is a commodity and the narrative is the moat. Put the budget into UX and a buying experience that earns trust, because that, not your personal passion, is what the customer is really paying for.