Q: I have long held both and am intrigued as they now move in opposite directions. Within the last few months I believe MARA has reached heights 50% greater than today's levels and yet despite the spike in BTC, it falls while MSTR rolls. I understand that MSTR is closer to a pure play on bitcoin whereas MARA is a miner and has operating risks and would ask if you can explain what has led to MARA being punished as BTC rose from 50k to 70? If gold goes up, so to do most miners so I'm thinking there as to be more to the story. Lastly, if you believe BTC goes higher, does exposure to a company like MARA who stand to benefit make sense to add or hold?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
- MicroStrategy Incorporated (MSTR)
- Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
- Bitfarms Ltd. (BITF)
- Purpose Bitcoin ETF (BTCC.B)
- Coinbase Global Inc (COIN)
- CI Galaxy Ethereum ETF (ETHX.B)
- 3iQ Ether Staking ETF (ETHQ)
- Marathon Digital Holdings Inc. (MARA)
- Riot Platforms Inc. (RIOT)
- Fidelity Advantage Bitcoin ETF (FBTC)
- CleanSpark Inc. (CLSK)
- iShares Bitcoin Trust (IBIT)
- Fidelity Wise Origin Bitcoin Fund Beneficial Interest (FBTC)
Q: Can you suggest some Canadian and US listed stocks and ETF's one might want consider to get a small exposure to BlockChain in a TFSA. Do any of these companies make any money? Do you think the ETF's are reasonable proxies for BitCoin but with less volatility?
Q: Can you please give your opinion on Microstrategies recent quarter and your overall analysis of the company as a bitcoin investment. Stock down 6 % today. Thanks for your help.
Q: Is Microstrategy a buy based on their current bitcoin holdings at the current bit coin price of approx. 44000. What is the outlook of their overall business, cash flow, and future earnings excluding bitcoin. Thanks so much for your analysis.
Q: I've owned this stock for over a year now. It moves with BTC and sometimes goes up and down proportionally and many times moves at a premium to BTC.
Over the last week it has performed very differently to how it has over the past year VASTLY underperforming the underlying asset.
I know all about the company and its holdings of BTC, don't spend time explaining that.
I've searched everywhere and cannot determine why MSTR is so underperforming BTC in the past 7 trading days where BTC has moved very bullishly.
eg.
Currently BTC is up 5.47% and MSTR is up 1.2%
Over the past 5 days BTC is up 9.75% and MSTR is down 8.9%
Can you advise why the major discrepency?
Thanks
Sheldon
Over the last week it has performed very differently to how it has over the past year VASTLY underperforming the underlying asset.
I know all about the company and its holdings of BTC, don't spend time explaining that.
I've searched everywhere and cannot determine why MSTR is so underperforming BTC in the past 7 trading days where BTC has moved very bullishly.
eg.
Currently BTC is up 5.47% and MSTR is up 1.2%
Over the past 5 days BTC is up 9.75% and MSTR is down 8.9%
Can you advise why the major discrepency?
Thanks
Sheldon
- HIVE Digital Technologies Ltd. (HIVE)
- Hut 8 Corp. (HUT)
- MicroStrategy Incorporated (MSTR)
- Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
- Bitfarms Ltd. (BITF)
- Digihost Technology Inc. (DGHI)
- Purpose Bitcoin ETF (BTCC.B)
- Purpose Bitcoin ETF (BTCC)
- Coinbase Global Inc (COIN)
- Riot Platforms Inc. (RIOT)
Q: Hi,
Currently have no exposure to crypto and have been a spectator on the sidelines mainly. I held positions in HUT and HIVE awhile back but sold those. With almost certain approval of a spot bitcoin ETF, the market is gaining optimism and it seems investors are more bullish on crypto. What is your view on the current crypto market? Is this run up going to be followed by another crash or do you see more sustained rally with the new ETF? Is this rally going to be followed by another selloff once the ETF news is approved?
What are some low, med, higher risks positions to gain exposure if one wanted some small exposure. Here are some I'm watching. Can you rank whether they are low, med, or higher risk.
HUT, HIVE, BITF, RIOT, DGHI, MSTR, RIOT, COIN, GLXY
I know you own GLXY in the model portfolio already. Also, what would be your top ETF for exposure?
I'm a very disciplined investor, but on the edge of FOMO ; )
Thanks!
Currently have no exposure to crypto and have been a spectator on the sidelines mainly. I held positions in HUT and HIVE awhile back but sold those. With almost certain approval of a spot bitcoin ETF, the market is gaining optimism and it seems investors are more bullish on crypto. What is your view on the current crypto market? Is this run up going to be followed by another crash or do you see more sustained rally with the new ETF? Is this rally going to be followed by another selloff once the ETF news is approved?
What are some low, med, higher risks positions to gain exposure if one wanted some small exposure. Here are some I'm watching. Can you rank whether they are low, med, or higher risk.
HUT, HIVE, BITF, RIOT, DGHI, MSTR, RIOT, COIN, GLXY
I know you own GLXY in the model portfolio already. Also, what would be your top ETF for exposure?
I'm a very disciplined investor, but on the edge of FOMO ; )
Thanks!
Q: Good day everyone
Your thoughts on MicroStrategy Inc
Thanks.
Your thoughts on MicroStrategy Inc
Thanks.
Q: Thinking of selling my small 60% Losing position in MSTR and buying SHOP. What do you think?
Thanks!
Thanks!
Q: I have read MicroStrategies is developing software to increase the utility of Bitcoin for financial transactions. Do you have any information with regard to this. Also based on Bitcoins current price and the amount Bitcoin held by MicroStrategy does the current stock price represent good value. Thanks
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Intuitive Surgical Inc. (ISRG)
- Microsoft Corporation (MSFT)
- Netflix Inc. (NFLX)
- Ford Motor Company (F)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Tesla Inc. (TSLA)
- MicroStrategy Incorporated (MSTR)
- Affirm Holdings Inc. (AFRM)
Q: Please rank these for a 3 year hold. I'm down in all of them, except AAPL, ISRG & TSLA
Thanks!
Thanks!
Q: Which stock make sence in participating in Bitcoin related ?.
Q: What do you think would be the best option strategy to play bit coins potential increase in value.?
Q: Hi,
Please rank BITF.V, GLXY.T and QBTC.T and do you recommend any of them or do you have better ones to recommend?
Thank you.
Please rank BITF.V, GLXY.T and QBTC.T and do you recommend any of them or do you have better ones to recommend?
Thank you.
Q: I know that Square, Paypal and MicroStrategy have Bitcoin on their balance sheets. How much of an influence do you think this is having on each companies share price? What is the per share value of the Bitcoin that each company holds? Thank you.
Q: Hello Team,
Which vehicle do you prefer for bitcoin exposure between QBTC.T and MSTR and why?
Thanks,
Barry
Which vehicle do you prefer for bitcoin exposure between QBTC.T and MSTR and why?
Thanks,
Barry
- PayPal Holdings Inc. (PYPL)
- Block Inc. Class A (SQ)
- Amplify Transformational Data Sharing ETF (BLOK)
- MicroStrategy Incorporated (MSTR)
Q: I took a position in BLOK:US on the recommendation of a contributor to your Canadian Money Magaine (BTW I give each of my three children a subscription for Christmas becasue it is simply the best financial advice product anywhere). The thesis of the nvestment was to participate in AI for the future. I put it away as a long term investment. BLOK has been showing extraordianary growth lately. I'm not sure why? Is there a specific reason? Is it a long term hold or a sell opportunity? David
Q: Which of the 2 above gold companies do you prefer for a 5 year hold?
May I have your opinion on Mstr as a speculative buy.
Thank you
May I have your opinion on Mstr as a speculative buy.
Thank you
- Grayscale Bitcoin Trust (GBTC)
- HIVE Digital Technologies Ltd. (HIVE)
- Hut 8 Corp. (HUT)
- MicroStrategy Incorporated (MSTR)
- Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
- Bitcoin Fund The (QBTC)
Q: Hi, other than GBTC and QBTC, if one wanted to take a flyer in some bitcoin stocks, what would be 2-3 "high quality" Cdn or US names and how would they rank? And any other ETF's other than the two mentioned that could benefit? Thanks!
Q: Fnv represents about 4 to 5 % of my portfolio.
Do you think it is a good idea to gradually switch 1/ 2 of Fnv into Mstr over the next 12 months to take advantage of the fluctuating prices in the Bitcoin market?
Do you think it is a good idea to gradually switch 1/ 2 of Fnv into Mstr over the next 12 months to take advantage of the fluctuating prices in the Bitcoin market?
- PayPal Holdings Inc. (PYPL)
- Block Inc. Class A (SQ)
- HIVE Digital Technologies Ltd. (HIVE)
- Beyond Inc Com (OSTK)
- MicroStrategy Incorporated (MSTR)
- BIGG Digital Assets Inc. (BIGG)
Q: Good morning. Hope everyone is well
Would you suggest a couple of bitcoin stocks that we can watch. Are there any Canadian names Thank you for your time.
Would you suggest a couple of bitcoin stocks that we can watch. Are there any Canadian names Thank you for your time.