@dmredacted
The most effective edge right now is a mental shift: operate as if the bull run is never coming.
This acts as a strict filter for your decision-making. If you strip away the expectation of a rising tide, you are forced to look for:
1. Idiosyncratic triggers.
2. Internal ability to reprice in a sideways market.
Everything looks like a gem when liquidity is overflowing. The real question is – who performs when the inflows stop?
Focus on assets that don't need a market frenzy to expand. If the mania returns, treat it as a bonus to your multiplier, not the base case.
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