Bitcoin vs. BTC ettevõtted: mida on parem osta?

Bitcoin (BTC) on 2023. aastal oma ustavaid hästi kohelnud, olles tänaseks kallinenud üle 80%. Siiski võib investoritel olla paremaid viise, kuidas vara edust kasu saada, peale tegelike satside virnastamise.

Siin on ülevaade sellest, kuidas mõned Bitcoiniga seotud varad ja ettevõtted BTC kõrval toimivad, alates finantsettevõtetest kuni kaevandusaktsiateni välja.

Kaevandusvarud õitsevad

Mitmete börsil kaubeldavate Bitcoini kaevandajate aktsiad tõusid reedel, sealhulgas CleanSpark (CLSK; 11.32%), Riot Platforms (RIOT; 14.33%) ja Hut 8 (HUT; 6.14%). Bitcoin seevastu tõusis vaid 1.42%.

Ainuüksi sel aastal on kõik kolm kaevurit oma aktsiahinnad vähemalt kolmekordistunud. Rivaali kaevandusfirma Iris Energy, mis tõusis reedel 9.5%, on alates 48. jaanuarist kasvanud 1%.

Kaevurite bilansid ja tulud on otseselt seotud Bitcoini hinnaga, kuna sellised ettevõtted saavad võrgust äsja vermitud müntidena iga kümne minuti järel kindla arvu Bitcoine.

Many such miners have made major infrastructure investments this year in preparation for the “halving” – an event that cuts Bitcoin’s network emissions in half and is widely thought to catalyze Bitcoin bull markets.

While the industry’s upside looks promising, it can also encounter even greater downside volatility than BTC. Core Scientific (CORZQ), for example, saw its share price collapse over 80% in a single day in October after paljastav it was not in a position to pay back its debt.

Börsid ja ETF-id

Another publicly traded firm outpacing Bitcoin this year is Coinbase (COIN) – up 134% YTD. Though the U.S. Securities and Exchange Commission (SEC) sued the exchange last month, Bitcoin’s positive price action, Coinbase’s optimistic I kvartali tulude numbrid, and a partnership with BlackRock for a planned Bitcoin spot ETF all spell good fortune for the company.

BlackRocki avalduse kohaselt on turud optimistlikumad, et kohapealne ETF võib lõpuks SEC-ist üle saada, sillutades teed teistele ettevõtetele eeskuju järgimiseks.

This makes the Grayscale Bitcoin Trust (GBTC) another enticing buy: Shares for the fund have traded at a allahindlus well below the value of its underlying Bitcoin for years. However, if its effort to convert into a spot ETF proves successful, that discount will immediately be restored to parity, creating added value for investors. The discount currently stands at 27%.

Until a Bitcoin spot ETF is approved, MicroStrategy (MSTR) is one of the better alternatives that are available, up 162% YTD. The software company – whose balance sheet includes over 150,000 BTC – frequently issues stock to buy more Bitcoin, much like an ETF.