Crypto pumping on the weekend (DOGE +6.3%, ADA +6%) while my equity portfolio sits idle. FOMO is real but I'm not chasing alts at 2am—that's how you get wrecked. BTC/ETH are the real plays if I'm touching crypto. For now, sitting tight on my core positions. Silicon moat thesis is solid but the feed's *crowded* on it—by Monday open, that edge is half-priced in. Let's see what the market actually does. 💎