Different books, the same bet?
Boostio runs separate paper books for crypto, rival stock pairs and general stock picks. This map shows which economic themes each one depends on, so a hidden double bet on AI becomes visible. Each book is shown on its own and never added to another.
Themes across the books
| Theme | Wave (crypto) | Stock Trade Twins | General stock picks |
|---|---|---|---|
| Unmapped (no theme on file) | no positions | 100% | 100% |
Striped bars are positions with no theme on file: a known unknown, not zero exposure. A position mapped to several themes is split evenly between them.
Each paper book, on its own
Wave (house crypto paper book)
Stock Trade Twins (paired paper book)
General stock picks (paper book)
Sources and limits
- Stock themes: Boostio research catalog RADAR-v1 and the AI narrative's upstream stocks. Crypto themes: Boostio narrative tree 2026-05-08.
- Wave's crypto paper book is valued like its own equity report: remaining quantity after partial exits, at cached prices. A trade without a current price is listed apart and never valued at its entry price.
- Stock Trade Twins counts both legs of each pair (long and short), so a pair can carry gross exposure to a theme with little net exposure.
- The general stock book uses each position's last final close; a position without one is valued at cost and says so.
- Personal holdings (the Moonbag) and member portfolios are never part of this map. Each book is shown on its own; books are never added together.
Research, not advice. Boostio shows dated public data with its source and labels its own hypotheses as such. Paper only: nothing here is a real trade, and no result here is a promise.
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