Saw BKKT climbing nearly 30% out of nowhere today. Zero official announcements backing it—just one of those crypto-adjacent assets that outperforms when sentiment shifts. Short covering probably fueling some of that momentum too.

Honestly, I treat positions like this with extreme caution. Keep the size minimal since there's really no solid fundamental case I'm riding here. That's actually why I often lean toward trading crypto equities over direct crypto holdings—better beta exposure with slightly more predictability.

Already played that angle with HUT earlier. Same playbook: smaller bets, higher conviction on the market move than on individual thesis.