Today bitcoin had a nice surge. Stocks like Cleanspark, Riot Platforms, Keel Infrastructure, and so on, were up about 5%. Strategy though was up about 10%.
Where would you put your money, on bitcoin mining stocks that promise to go into AI data centers, or Strategy? Seems Strategy has a huge upside right now, but I'm less sure about those bitcoin mining (to AI data center) stocks.
Would appreciate your vote! Thanks.
Bitcoin Mining Stocks vs. Strategy
byu/Naive_Bat8216 inBitcoin
Posted by Naive_Bat8216
6 Comments
Buy bitcoin, keep it in self custody
I own a lot of Glxy digital shares since they are building the biggest datacenters in Northern America
are you looking for direct btc exposure or more of a leveraged equity play? those stocks can move harder but depend on execution and costs. i’d keep it simple unless you’re tracking their numbers closely
KEEL ripped 20% yesterday… you never know what’s going to pop.
Other than btc I only buy mstr
Strategy is leveraged bitcoin.
When bitcoin goes up, Strategy goes up faster. But when bitcoin goes down, Strategy also goes down harder.
If you like bitcoin, and a lot of us do, its volatility might be enough for you without the leverage from MSTR. In that case just buy spot bitcoin.
MSTR exists for portfolios that can’t easily access spot bitcoin. If you can buy spot, and you don’t love volatility, buy spot and leave MSTR to others.