Retail capital looks for exposure before consensus forms.
 

Public markets hesitate until narratives are obvious.
 

And by the time clarity arrives, the rerate has often already happened.

This is not a call on short-term price action.

It is a structural thesis - focused on positioning before perception updates.

History suggests those windows do not stay open for long.

Read the full thesis: "The Next Proxy Trade Isn't Bitcoin: It's Utility"