
← The Hivemind27 Aug · 1 h 17 min
The Move No One Was Positioned For
The Move No One Was Positioned For
This week on The Hivemind, the team breaks down why the latest rally may have real legs, how sidelined positioning and exhausted sellers helped fuel the move, and why the return of the debasement trade could mark a meaningful change in market regime. They discuss where to take risk if the bull market continues, whether consensus trades like HYPE and Zcash can keep outperforming, overlooked opportunities in Grass and Arrow, and why trying to get too clever with rotations can leave you behind....