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.
AI themes across the books
| Theme | Wave (crypto) | Stock Trade Twins | General stock picks |
|---|---|---|---|
| AI tokens (crypto) · AI | 31% | - | no positions |
| Unmapped (no theme on file) | 7% | 100% | no positions |
| BTC treasury / institutional (crypto) | 20% | - | no positions |
| DePIN (crypto) | 8% | - | no positions |
| Modular DA / blockspace (crypto) | 8% | - | no positions |
| RWA / tokenization (crypto) | 8% | - | no positions |
| Stablecoin issuance + rails (crypto) | 19% | - | no positions |
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)
Valued at cached prices from 2026-10-23 03:16 UTC or later.
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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