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Upturn AI SWOT - About
Valkyrie Bitcoin Strategy ETF (BTFD)
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Upturn Advisory Summary
04/01/2025: BTFD (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 63.95% | Avg. Invested days 31 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 34178 | Beta - | 52 Weeks Range 8.87 - 17.39 | Updated Date - |
52 Weeks Range 8.87 - 17.39 | Updated Date - |
Upturn AI SWOT
Valkyrie Bitcoin Strategy ETF
ETF Overview
Overview
The Valkyrie Bitcoin Strategy ETF (BTF) seeks capital appreciation by investing in Bitcoin futures contracts. It does not invest directly in Bitcoin.
Reputation and Reliability
Valkyrie is a relatively newer asset manager specializing in digital assets. Their reputation is still developing, but they are known for their focus on cryptocurrency-related investment products.
Management Expertise
Valkyrie has a team with experience in both traditional finance and digital assets, aiming to bridge the gap between the two.
Investment Objective
Goal
The fund seeks to provide capital appreciation primarily through exposure to Bitcoin futures contracts.
Investment Approach and Strategy
Strategy: The ETF invests primarily in cash-settled Bitcoin futures contracts traded on exchanges such as the CME. It does not directly hold Bitcoin.
Composition The ETF's assets primarily consist of Bitcoin futures contracts and cash or cash equivalents for margin requirements.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 78383650
Competitors
Key Competitors
- BITO
- ARKB
- IBIT
- FBTC
- GBTC
Competitive Landscape
The Bitcoin futures ETF market is competitive, dominated by funds like BITO. BTF faces challenges in gaining market share due to its smaller size and trading volume compared to larger competitors. BTF differentiates itself through brand appeal and a focus on active management, though this also results in a relatively higher expense ratio.
Financial Performance
Historical Performance: Historical performance data unavailable in specified format.
Benchmark Comparison: Performance compared to Bitcoin price is unavailable in specified format.
Expense Ratio: 0.95
Liquidity
Average Trading Volume
The average daily trading volume is relatively low, indicating potentially lower liquidity.
Bid-Ask Spread
The bid-ask spread can fluctuate, impacting the cost of trading.
Market Dynamics
Market Environment Factors
The ETF's performance is heavily influenced by the price movements of Bitcoin and regulatory developments surrounding digital assets.
Growth Trajectory
The ETF's growth is dependent on investor interest in Bitcoin futures and the overall market sentiment towards cryptocurrencies. Strategy changes are driven by futures market conditions.
Moat and Competitive Advantages
Competitive Edge
BTF differentiates itself through its management team's combined experience in traditional finance and digital assets, aiming to provide a more sophisticated approach to Bitcoin futures investing. Valkyrie's brand recognition in the digital asset space may attract investors seeking exposure to Bitcoin futures. However, its relatively higher expense ratio and smaller AUM compared to major competitors is a disadvantage.
Risk Analysis
Volatility
The ETF's volatility is high, reflecting the inherent volatility of Bitcoin futures contracts.
Market Risk
The ETF is subject to the risks associated with Bitcoin futures, including regulatory changes, market manipulation, and unexpected price swings.
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors with a high-risk tolerance seeking exposure to Bitcoin's price movements through futures contracts.
Market Risk
BTF is best suited for active traders or sophisticated investors with a strong understanding of futures markets and the risks associated with cryptocurrencies; it is not appropriate for passive index followers seeking long-term stability.
Summary
The Valkyrie Bitcoin Strategy ETF (BTF) provides exposure to Bitcoin's price movements through futures contracts. It is a higher-risk investment suitable for sophisticated investors and active traders willing to take risks. With lower liquidity and AUM when compared to its competitors, BTF differentiates itself via management experience in digital assets. The price is heavily influenced by Bitcoin price movement and regulatory development and is not suitable for passive investment.
Similar Companies
BITO
ProShares Bitcoin Strategy ETF
BITO
ProShares Bitcoin Strategy ETF
BTF
Valkyrie Bitcoin Strategy ETF
BTF
Valkyrie Bitcoin Strategy ETF
GBTC
Grayscale Bitcoin Trust (BTC)
GBTC
Grayscale Bitcoin Trust (BTC)
IBIT
iShares Bitcoin Trust
IBIT
iShares Bitcoin Trust
Sources and Disclaimers
Data Sources:
- Valkyrie Funds Website
- SEC Filings
- ETF.com
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share data may vary slightly depending on the source and date.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Valkyrie Bitcoin Strategy ETF
Exchange NYSE | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Valkyrie ETF Trust II - Valkyrie Bitcoin Strategy ETF is an exchange traded fund launched and managed by Valkyrie Funds LLC. The fund is co-managed by Vident Investment Advisory, LLC. It invests in fixed income and currency markets. For its fixed income portion, it primarily invests in cash, cash-like instruments or high-quality securities. For its currency portion, it invests through derivatives in bitcoin. The fund uses derivatives such as futures to create its portfolio. It seeks to invest in CME bitcoin futures contracts through its wholly-owned subsidiary organized under the laws of the Cayman Islands. Valkyrie ETF Trust II - Valkyrie Bitcoin Strategy ETF is domiciled in the United States.
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