to be honest,.... i think consensus is this year "in priced".
there are so much more people watching this year.
with the mood = buy in earyl, sell short before.
just my opinion
Think you've described whats just happened this month, a substantial increase in prices in anticipation and a sell off just before the event.
Yes but perhaps those have sold too soon...
Regardless, most of the projects there will likely see a good increase in price and snowballing of exposure over the coming months, personally I'm betting on SONM and ARK