Bullish Q4: Sentiment Dies, Opportunity Appears (Upgrade)

Group 1 - Commodity-linked businesses, including crypto firms, tend to follow the price movements of the commodities they are associated with, such as Bitcoin for crypto companies [1] - The article emphasizes the importance of position sizing in investment strategy, suggesting that it can be more critical than the selection of individual securities [1] - The author expresses a focus on uncovering narrative trends in finance and technology before they become mainstream, which is referred to as the hunt for information alpha [1] Group 2 - A beneficial long position in shares of BLSH is intended to be initiated within the next 72 hours [2]