We would love to hear your thoughts about our site and services, please take our survey here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
For any here that like ALTS in their ISA and SIPP to complement their BTC mining stocks or ETF’s.
15% Share buy back to be voted on. Not Announced by LSE RNS yet.
https://polaris.brighterir.com/public/kr1_plc/news/rns/story/w9n0e4r
Rude not to add today.
Back down to 5.85
possibly worth topping up with BTC at 65K although that could fall back another 10% easily and still be up over 100% on the year
🚀💷🚀DAGB finally has MSTR as it's largest weighting over 11%. Not sure if this is through investing price appreciation. They have my top 3 in their top four now. If MSTR keeps on going, will be wife changing money 💸💰💷😀.
Yes have bitcoin and sol, was paid in btc back in 2022, now up 200%, my sol has x3 since November. All on ledger. Watch investanswers to get some ideas and guidance.
Does anybody here own crypto direct? I opted for DAGB as the next best thing but am aware that half of their composition are Bitcoin miners which seems to be holding it back due to the effect that halving might have. I can't see MSTR being a very good proxy it is currently valued at 2x its bitcoin holding which seems a high premium to pay. I don't particularly want to take the wallet route but is there an alternative?
Nice to know we are being saved from ourselves, good news for UK listed GBP only Crypto investors in DAGB.L, less competition of AUM.
https://www.londonstockexchange.com/news-article/market-news/fca-updates-position-on-cryptoasset-etns/16369941
👍"The U.K.'s Financial Conduct Authority on Monday opened the doors for institutional investors to create crypto asset-backed exchange-traded notes. The London Stock Exchange later confirmed that it would accept applications for bitcoin and ether ETNs in the second quarter of this year." 👍
Lol I take it all back. We are getting onboard!
It's a shame that us in Blighty are not a leading part in all of this. We don't seem to have the vision. I will have to rely on my MSTR shares, I wish I had packed more MSTR bags earlier!!
Demand is going to be bonkers…
https://www.ethnews.com/bitcoin-spot-etfs-set-to-launch-in-hong-kong-ethereum-etfs-under-evaluation-fueling-btc-towards-100000/
🚀🚀 $70k BTC price earlier today😀. Miners will have to follow at some point. MSTR is killing it.
GLA
Https://heyapollo.com/bitcoin-etf
Coinbase hosting fees for majority of BTC ETF’s
Microstrategy biggest HODL outside of ETF’s bigger than all BTC miners and BLOCK combined.
FASB accounting standard BTC balance sheet fair value valuation requirement….
https://www.theupcoming.co.uk/2024/01/26/fasb-demands-companies-to-report-to-report-bitcoin-holdings-at-fair-market-value/
70% DAPP ( DAGB.L )
10% KR1.AQ ( London )
10% QBT.L
10% GST.L
ARB.L for the odd trade.
All within a tax free wrapper.
🚀🚀🚀😀. Pre-market is strong. Get some while the going is good.
It was a good day to buy a few more shares yesterday . Upwards and onwards .
🚀🚀Great day yesterday. Today looking not to shabby BTC @ $56k. Sold out of IREN just about got my money back now have some dry powder for today. (Q) $60k next?. That is the beauty of BTC if you believe in the story then absoulutely will reach that figure. When? who knows. Michael Saylor bought another 3000BTC @ $51k ish. Good enough for him good enough for me. GLA
$60k next?
All time high in next 8 weeks?
WOW.
Ha that would be my top 4 also, due to their chances of profitability post halving, there is so much to keep on top, e.g. with IREN taking some of their IPO stake out, and WULF high debt levels and dilution, and CLSK and BITF HODL. My life has been so much simpler since I stumbled across this ETF. The large institutions and Wall Street are surly tried to get us offbalance and will distribute to retail at the top. The tricky part for me is do we follow past cycles phase 3 of the bull which is easy to time and predict the price at the top, or melt up with Tech and then burn early. Japan, Europe tech making new all time highs. Trillions in money markets wondering what’s going to happen in March, when things get rolled over. Least we have liquidity here currently.
I agree about if you a conviction on a certain miner/s. I have Cleanspark, Iren, Bitfarms and Terawulf on an individual basis that I trade in and out of occasionally. I wish the fund had a higher weighting to CLSK. Just need BTC to go on another run up.
That makes more sense….HL holdings out of date.
But it does not match the list on Vanecks website :
https://www.vaneck.com/uk/en/investments/crypto-etf/overview/
which shows a different top 10 for 62% of the ETF:
COINBASE GLOBAL INC 7.84
BLOCK INC 7.74
MARATHON DIGITAL HOLDINGS INC 7.63
BITFARMS LTD/CANADA 6.35
MICROSTRATEGY INC 6.34
BITDEER TECHNOLOGIES GROUP 5.81
NORTHERN DATA AG 5.3
GALAXY DIGITAL HOLDINGS LTD 5.29
CLEANSPARK INC 4.92
TERAWULF INC 4.86
Glad the fund still owns Coinbase stock.
https://insidebitcoins.com/news/coinbase-urges-sec-to-approve-conversion-of-grayscale-ethereum-trust-into-spot-ether-etf
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?
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%.
😀🚀
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!