Rainbow Rare Earths Phalaborwa project shaping up to be one of the lowest cost producers globally. Watch the video here.
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Amazing liquidity and some huge buys and sells recently.
Security Weight
APPLIED DIGITAL CORP 11.28%
MARATHON DIGITAL HLDGS INC 8.74%
BIT DIGITAL INC 6.96%
RIOT PLATFORMS INC 6.88%
MICROSTRATEGY INCORPORATED 6.37%
NORTHERN DATA AG 5.90%
TERAWULF INC 5.73%
CLEANSPARK INC 4.77%
HUT 8 MINING CORP 4.69%
BLOCK 4
I would never have thought to have sold COINBASE at the crescendo of euphoria around the BTC ETF’s and just at the start of their custody fees income. I also wouldn’t have had the confidence to buy Applied Digital at as low a valuation as when it was first listed.
Having done 300% twice in WULF twice in the last year it still pays to trade individual tickers whilst having a core holding in the ETF.
Hopefully BTC has a nice rise this week. I took an IREN trade Friday evening. Did anyone else get in on the drop?
Some nice BTC miner analysis for our Vaneck crypto ETF, hope the fund managers are watching:
https://www.youtube.com/live/XAaAj6oOo2c?si=ah5jcY6B1YL9w5Cp
Glad i got back in here last week after selling a few weeks ago , long term hold for me now .
😀BTC supply crunch happening? BTC @$52.3k. Most miners we have are going well. APLD bit of a recent drag with 5% shorts on it down from 6%.
😀🚀
Yes, Bach, James IA, Sebastian for miner valuations, Ellio trades for alts.
Although always do my own research and take the above as edutainment only.
Nice start to the week here.
Agreed, best exposure to Bitcoin from within an ISA.
Do you guys follow InvestAnswers over on YT, some good analysis on BTC miners - Cleanspark topped his list, good to see it's in this fund.
Excellent trading and investing vehicle. Saves extortionate spread and Fx charges and individual company specific risk. Also utilises the expertise, technology and manpower of fund provider, rather than the all the mistakes PI’s make managing their own portfolio.
This is a kids ISA gem, as UK listed.
Not much else in the UK that will give you such good exposure to Blockchain blue chips......... This should be a must have in any Kids ISA, at least for the next 1yr to 18 months.
GLA
Chinese New Year seems to have a historical effect on BTC. "Real Shock Reason Behind The Sudden $200 Billion Bitcoin, Ethereum, XRP And Solana Price Surge?". Great quarterly update from CLSK last night. Should propel it higher along with BTC uplift and good prospect for all large miners. BKKT took a whack though!
"Largest Bitcoin Miner Explains Why Bitcoin Will Explode" Check Youtube for for this title with an interesting interview with Marathon boss.
@Pedro, hope you did and got a good price. If you believe in the stock then buy on the lows, peeps forget the time to buy is on the downside not upside when MMs are selling.
@Sinter, for me the miners follow BTC dominance not lead it, but there beta outperform BTC. I don't know what depth of market and liquidity charts you use but $38k was on the cards from a while back. It also looked like $36k was a possibility but did not come to fruition yet. More offers to the upside for the moment. Need to keep an eye on IBIT & FBTC to see what effect they have if any on BTC. Must admit concentration has been elsewhere and on HE1 this last week, with a small punt going well.
What we saying chaps and chappesses, is this near the lows and last opportunity to buy this cycle, before lift off?
If miners lead BTC, then we should know soon enough, forecast I’m following for final downside to conclude structural support means we should turn up with next 3 weeks.
Good shout Jinkar, I might join you with a top up average down
@bull, I am going to wait until Tuesday/Wednesday, possibly longer to buy more. I want to see how the Grayscale sell off goes. Short term could possibly fall further which is good if you want to trade. It is a volatile ETF which tracks very volatile BTC miners. Get your timing/trading right up or down you can make money. If you are long DAGB then I struggle to see how we can't make money on the back of BTC rising this year. Scarcity is BTC's and our friend. GLA
Bought some today £4.40
GLA
If BTC gets back to $38k or closer to $32k, this should be our last chance to accumulate here in this cycle. Have cash to top up here, KR1, GST and SILG should we get backtests to structural support levels.
@bom, Yep it's crypto miners. Let's see where we are at the end of the year. If your comfortble trade it along the way. Rising BTC trend volatility is a positive traders best friend.
Rapid fall too!!
🚀🚀🚀
🪙💷🪙💷 Good time to join@sleeps. ETFs approved now it's time to sit back and watch the show. Will be interesting with the ups and downs but if your bullish on BTC then the miners give you that Beta.
I've been holding a number of Bitcoin mining stocks individually such as MARA, ARB, IREN, SDIG, WULF (most since end of 2020) but have also recently jumped into this ETF for the tax-free ISA benefit and think all the holdings are strong with a big focus on miners.
GLA.
Stock selection is for people with lots of time on their hands, these constituents sprint differing paces at different times, this bull market is a marathon not a sprint. Nice to catch every rise, owning them all in one ticker, while getting on with life.
https://companiesmarketcap.com/bitcoin-mining/bitcoin-mining-companies-ranked-by-pe-ratio/