Investment Q&A

Q: Hello,
Can I get your evaluation of the current circumstances. Since November 11th these stocks have dropped significantly all while bitcoin has increased significantly from that same date. It does not seem like their share price is directly correlated with the price of bitcoin which is odd as they mine bitcoin.
Thank you

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!

Q: The company seems stable, however as btc prices have risen, this and other bitcoin miners have struggled to keep pace.

Is there something I am missing in the financials?
Thanks