According to @KookCapitalLLC, Bitcoin rewards company Fold has secured a $250 million equity facility to significantly increase its corporate Bitcoin (BTC) holdings, signaling strong institutional interest. For traders, @KookCapitalLLC highlights that digital assets provide a superior risk-reward ratio, with Bitcoin's performance cited as over three times that of the S&P 500 per unit of risk. Key strategies for generating alpha include a disciplined dollar-cost averaging (DCA) accumulation plan for a portfolio of top assets and establishing a clear trading plan with predefined actions for specific price levels, such as when Ethereum (ETH) drops to $1,200 or rises to $4,000. The analysis also emphasizes investing with the trend, which involves assessing adoption curves, monthly data points, and the progression of the underlying technology.