Bitcoin vs. Podjetja BTC: Kaj je boljši nakup?

Bitcoin (BTC) je leta 2023 dobro obravnaval svoje vernike, saj se je do danes podražil za več kot 80 %. Vendar pa morda obstajajo boljši načini za vlagatelje, da izkoristijo uspeh sredstva poleg zlaganja dejanskih sit.

Tukaj je pogled na to, kako delujejo nekatera sredstva in podjetja, povezana z bitcoini, poleg BTC, od finančnih podjetij do rudarskih delnic.

Rudarske delnice cvetijo

Delnice številnih rudarjev bitcoinov, s katerimi se javno trguje, so v petek narasle, vključno s CleanSpark (CLSK; 11.32 %), Riot Platforms (RIOT; 14.33 %) in Hut 8 (HUT; 6.14 %). Nasprotno pa se je Bitcoin podražil le za 1.42 %.

Samo letos so se tečaji delnic vseh treh rudarjev vsaj potrojili. Konkurenčno rudarsko podjetje Iris Energy, ki se je v petek povečalo za 9.5 %, se je od 48. januarja povečalo za neverjetnih 1 %.

Bilance stanja in prihodki rudarjev so neposredno povezani s ceno bitcoina, saj takšna podjetja vsakih deset minut prejmejo določeno število bitcoinov kot na novo kovane kovance iz omrežja.

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 razkrivajo it was not in a position to pay back its debt.

Borze in ETF

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 Številke zaslužka v prvem četrtletju, and a partnership with BlackRock for a planned Bitcoin spot ETF all spell good fortune for the company.

Prijave družbe BlackRock dajejo trgom bolj optimistične, da bi lahko promptni ETF končno prestopil SEC, s čimer bi utrl pot drugim podjetjem, da bi sledila temu.

This makes the Grayscale Bitcoin Trust (GBTC) another enticing buy: Shares for the fund have traded at a popust 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.