Opportunity cost in a bull run is a massive factor.
Your money must be concentrated in the assets that are most strongly aligned with narrative/momentum.
If it isn't, make adjustments fast.
The window to capitalise is small; you can't waste it.
Your money must be concentrated in the assets that are most strongly aligned with narrative/momentum.
If it isn't, make adjustments fast.
The window to capitalise is small; you can't waste it.
