Go West! The Great Crypto Mining Migration (ISWH, HVBTF, MSTR, RIOT)

Recall that, in May, according to CNBC, Beijing called for measures to stamp out bitcoin mining amid concerns over its environmental impact. By a week ago, we were already seeing major Chinese crypto miners fleeing China for other regions, including North America. One should contrast this shift in China with how crypto – and particularly […]

Volatility as Opportunity in the Crypto Space (ISWH, COIN, RIOT, HVBTF, MARA, GBTC)

Experienced crypto investors have a saying: HODL. It is a play on the spelling of the word “Hold” but also an abbreviation for “Hold On for Dear Life”, which is a sentiment that characterizes the attitude of anyone capable of making the fortunes on offer in the crypto space. If you can’t stomach some ups […]

Could the Emerging World Spur the Next Wave in Crypto? (ISWH, RIOT, COIN, MARA, HVBTF, MSTR, PYPL)

The cryptocurrency train left the station midway through last year. That initial train ride took Bitcoin all the way to more than $60k per coin in a matter of months. Now, volatility in the space has re-emerged, which offers new investors a fresh chance to get on board for a potential next leg in the […]

Focus on ISWH: Carbon Neutral Crypto Mining Program Getting into Full Gear

Legendary activist investor Carl Icahn is apparently, according to Bloomberg, interested in getting into cryptocurrency in a “big way,” and may eventually put more than $1 billion into an alternative currency. Elon Musk, in the same 48-hour period, says, to paraphrase and generalize, that he is seeing promise in the potential for Bitcoin and other […]

The Value Argument for Crypto Stocks: Spotlight on COIN, RIOT, ISWH, and MARA

The long-awaited pullback in the crypto space is finally upon us. Is it the literal end for cryptocurrencies? One should probably default heavily toward the “No” answer on that question. Given that notion, the time is now for assembling the shopping list. One new theme that has entered the picture is the issue of investors […]

The Real Value in Recent Market Carnage: NFT Stocks Like MUDS, HWAL, and LEAF

There are perhaps 5 major secular growth stories that are set to define the next 5-10 years in growth equity investing: EVs, Space commercialization, Edge computing, AI, and NFTs. During recent market action, investors and money managers have been adjusting to the idea that interest rates are headed higher over the near and intermediate term. […]

Spotlight: Renewable Energy Stocks to Watch: STEM, NEE, ISWH, QS

The renewable energy movement is now an established facet of the developed world, with expectations boosted by the transition in Washington DC to the Biden administration, which has already pledged its commitment to the sustainable energy cause to the tune of roughly twice the real-dollar investment that went into the space program in the 1960’s. […]

What’s Ahead for Crypto Stocks Like RIOT, COIN, ISWH, MARA, and HVBTF?

One can imagine several ways to think about the long-term path for Bitcoin and the Cryptocurrency space following Elon Musk’s sudden about-face on Bitcoin acceptance for Tesla cars on Wednesday afternoon. The crypto bears will say that it is a potential silver bullet to the heart: Bitcoin’s most important advocate and missionary turning down coins […]

What’s Ahead for Crypto Stocks Like RIOT, COIN, ISWH, MARA, and HVBTF?

One can imagine several ways to think about the long-term path for Bitcoin and the Cryptocurrency space following Elon Musk’s sudden about-face on Bitcoin acceptance for Tesla cars on Wednesday afternoon. The crypto bears will say that it is a potential silver bullet to the heart: Bitcoin’s most important advocate and missionary turning down coins […]

Crypto Prospects: ISWH in Focus as Operations Pick Up in 2021 (COIN, RIOT, CAN, MSTR, PYPL, MARA)

The crypto space is in a corrective mode. It happens in any trend. What investors want to understand right now, more than ever, is this: what is the long-term trajectory for major cryptocurrencies like Bitcoin? In other words, was this all a bubble fantasy set for another 90 percent dive like the one we saw […]

It’s Time for the Crypto Shopping List (GBTC, MARA, ISWH, HVBTF, OSTK, SQ)

The Biden administration stepped up to the plate on Monday and expressed its desire to create a crypto regulatory authority. We don’t have many details yet, but it appears clear that the administration is planning on introducing new pathways to getting the crypto lion under the whip. And it appears rumors related to this shift […]

Crypto Stocks in Focus after Flash Crash Clears Spec Excess (COIN, RIOT, CAN, ISWH, MSTR, PYPL)

The Bitcoin correction is upon us after the Coinbase Global Inc (NASDAQ:COIN) direct offering. The hype surrounding that process likely pulled in a lot of fast and loose money, which is now on its way out the door in violent fashion. The weekend featured what can only be described as a flash crash, as Bitcoin […]

Is a Bitcoin ETF Inevitable, and What to do about it? (SQ, OSTK, ISWH, HVBTF)

Want to know how to jet Bitcoin to $100K or higher? Introduce a full-fledged ETF that allows less sophisticated retail market participants to get a piece of the action. Will it happen? The short answer is Yes. The long answer is Yes definitely. The stars are probably aligning in that direction and the signs are […]