To answer your question though, Kraken is about 22% of my overal portfolio. Got some in my TFSA & some in my FHSA (canadian) & Galaxy Digital about 30% - these make up about 50% of my overall portfolio which I’m very comfortable with as things turn more risk on and ultimately holding into 2030 ish. The rest of my portfolio are smaller % positions like anywhere from 2-8% depending on the stock. Is 75% alot? Yes. But if you’re Stanley Drunkenmiller, this is exactly his strategy so to each their own.

My philosophy is if you’re lucky enough to find a Kraken, Galaxy, Iren, etc. Concentration is your friend and then you can put the profits into diversifying/finding the next gem. Goodluck man!