Narrative-driven investing

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Ansem ๐งธ๐ธยท 2025-07-08 01:11
RT Zen ๐ (@Zen_Trades1)No strong view either way but taking a stab at the question maybe something like this:Stocks ripped the entire 2020 while BTC went sideways. Retail hit huge 10x+ pumps on narrative stuff like ZOOM, PTON months before BTC budged from 10k. Eventually retail found their way to crypto and hit BTC end of 2020 + altcoins 2021Could see something similar play out if stocks really do keep ripping all year. Retail hitting some big narrative plays on AI stuff + HOOD/CRCL. End of year BTC gets it ...