When market momentum shifts toward a bull run, positioning strategy becomes critical. Here's what actually matters:

Focus on 2-3 strong narratives rather than chasing everything—this keeps your thesis clear and manageable. Timing is everything, so get positioned early before broader adoption kicks in.

Building visibility matters more than most realize. Create content, engage with communities, and contribute meaningfully to your chosen sectors. This compounds over time.

The biggest mistakes? Panic-switching between narratives and overtrading. Stay disciplined. Maintain adequate liquidity instead of going all-in—this gives you flexibility to adapt as conditions evolve.

The goal isn't to catch every move. It's to be properly positioned in narratives with real momentum while keeping enough dry powder for opportunities.