Every major bull market goes through moments of doubt – perhaps “tests of faith” is a better phrasing. The thesis is still entirely intact on a conceptual or fundamental basis, but Mr. Market decides to separate the HODLers from the herd. Such moments are fodder for great investing war stories of the treasure never claimed. […]
COIN
Bitcoin Stocks Primed as Inflation Concerns Build (BKKT, ISWH, RIOT, MARA, MSTR, HIVE, COIN)
The concept of a “safe haven” is critical for investors to understand when they consider cross asset capital flows. One key philosophical war going on in the financial markets world right now is between Bitcoin and Gold for bragging rights as the top inflation-protection safe haven. And, interestingly, so far, the battle isn’t even close: […]
Bitcoin Goes Mainstream Where are the New Opportunities? (BKKT, RIOT, KULR, HIVE, MARA, CAN, MSTR, COIN, BITO)
Bitcoin has been red hot. Scorching. The trend continues to be driven by growing mainstream acceptance that crypto is here to stay. The evidence keeps growing. There’s an ETF for Bitcoin now: the ProShares Bitcoin Strategy ETF (NYSEArca:BITO). Many more are coming according to recent SEC filings from major ETF houses. Mastercard Inc (NYSE:MA) just […]
Bitcoin Stocks Back in the Spotlight: Fresh Ideas (BITO, EPAZ, HOOD, COIN, SQ, ARBK, BITF, GBTC)
As Bitcoin breaks out to new all-time highs following the launch of its first SEC-sanctioned ETF this week, all eyes turn toward the cryptocurrency theme in the equities market. While the crypto theme seems unique and separate from the rest of the stock market, it isn’t. This is a commodity asset class, where the commodity […]
Bitcoin Establishment Continues, Like it or Not (HVBT, ISWH, MSTR, MARA, RIOT, BTBT, GBTC, INTC, COIN)
Given the emphasis in the financial media over the past few weeks, you may be shocked to find out that we have seen one of the most remarkable rallies in a major asset class ever during that time – you probably haven’t heard anything about it. But, yes, Bitcoin has surged as much as more […]
The Next Leg Gets Going in Bitcoin Stocks (MARA, ISWH, RIOT, HVBT, MSTR, SQ, PYPL, COIN, AMZN)
The cryptocurrency space received a major shot in the arm over recent weeks after Elon Musk, Cathie Wood, and Jack Dorsey – three of the most celebrated BTC supporters on the planet – joined together at an impromptu support-the-market event they called “The B-Word” in response to continued selling pressure in Bitcoin. It was a […]
All Eyes on ISW Holdings (OTC US:ISWH) After Announcement of Partnership with Bitmain
ISW Holdings (OTC US:ISWH) is quickly maturing into one of the most interesting speculative plays in the cryptocurrency space in the stock market, especially after its announcement last week of a long-term partnership with crypto giant Bitmain. The ISWH story really revolves around the company’s partnership with Bit5ive LLC last summer. Bit5ive, as many readers […]
ISWH and Bitmain Form ‘Long-term Partnership’, and Other Crypto Events (HVBT, RIOT, COIN, MARA, MSTR, GBTC)
The B-Word conference is in gear, and Bitcoin appears to be successfully hanging onto key support in the $30k area. The luminaries in the crypto space have been hard at work making the case for digital currencies in general, and Bitcoin specifically. In particular, the conference this week includes Elon Musk, Cathy Wood, and Jack […]
The New Friendly World of Crypto Mining (OSTK, ISWH, RIOT, PYPL, SQ, MSTR, COIN, MARA)
The world just became much friendlier to companies in the cryptocurrency mining game. No, Bitcoin didn’t rally back to the highs. No, regulators didn’t just rule in favor of a true bitcoin ETF. No, Walmart didn’t just announce it would accept BTC for payment. There’s a good chance all of those headlines will be coming […]
Green Light for Crypto as Musk Reopens the Door? (ISWH, CAN, RIOT, COIN, MARA, HVBTF, MSTR, PYPL)
The biggest story in the cryptocurrency space has to do with Elon Musk. He started the decline last month by stating that Tesla Inc (NASDAQ:TSLA) would no longer accept Bitcoin as payment for its cars. And now, he may have ended its bear market by reversing that conclusion. According to CNBC, the Tesla CEO said […]
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 […]
Crypto Stocks See Bright Times Ahead as Banks Get on Board
The story around bitcoin continues to evolve and has enormous implications for stocks in the space, including Riot Blockchain Inc (NASDAQ:RIOT), HIVE Blockchain Technologies Ltd (OTCMKTS:HVBTF), Exxe Group Inc (OTCMKTS:AXXA), and Marathon Patent Group Inc (NASDAQ:MARA). According to a CNBC article out this week, the network-effect momentum toward increasing mainstream adoption for Bitcoin could be […]
