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IBIT

iShares Bitcoin Trust (IBIT)

$56.04

Delayed price

PASS

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SELL Advisory (Profit)
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Loss
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Upturn Advisory Summary

02/20/2025: IBIT (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 11.37%

Avg. Invested days 33

Today’s Advisory PASS

Upturn Star Rating

Upturn Advisory Performance

2.0

ETF Returns Performance

3.0

Profits based on simulation

Last Close 02/20/2025

Key Highlights

Volume (30-day avg) 42913730	Beta -	52 Weeks Range 28.23 - 61.75	Updated Date 02/21/2025
52 Weeks Range 28.23 - 61.75	Updated Date 02/21/2025

AI Summary

ETF iShares Bitcoin Trust Summary:

Profile:

Ticker: BITO
Exchange: NYSE Arca
Expense Ratio: 0.95%
Investment Focus: Bitcoin
Investment Strategy: Tracks the price of Bitcoin

Objective:

To provide investors with exposure to Bitcoin's price movements.

Issuer:

Company: BlackRock, Inc.
Reputation and Reliability: BlackRock is the world's largest asset manager with a strong track record and reputation.
Management: Experienced team with expertise in Bitcoin and cryptocurrency investing.

Market Share:

Largest Bitcoin ETF in the US with over 80% market share.

Total Net Assets:

Over $17.5 Billion.

Moat:

First-mover advantage in the US Bitcoin ETF market.
Strong brand recognition and reputation of BlackRock.
Large investor base and high trading volume.

Financial Performance:

Inception date: October 19, 2021.
Year-to-date return: -40.5%
One-year return: -40.5%
Tracks Bitcoin's price closely.

Benchmark Comparison:

Outperformed Bitcoin in 2023, but underperformed in 2022.

Growth Trajectory:

Rapid growth in assets since inception.
Dependent on Bitcoin's price performance and adoption.

Liquidity:

High average daily trading volume.
Tight bid-ask spread.

Market Dynamics:

Regulation: Evolving regulatory landscape for cryptocurrencies.
Competition: Increased competition from other Bitcoin ETFs.
Bitcoin price volatility: Significant impact on the ETF's performance.

Competitors:

Grayscale Bitcoin Trust (GBTC)
VanEck Bitcoin Trust (XBTF)
ProShares Bitcoin Strategy ETF (BITO)

Investment Approach and Strategy:

Passively tracks the price of Bitcoin.
Holds Bitcoin in cold storage.
Suitable for investors seeking long-term exposure to Bitcoin.

Key Points:

Provides convenient access to Bitcoin without directly owning it.
Offers diversification within a traditional portfolio.
High expense ratio compared to other Bitcoin ETFs.

Risks:

High volatility: Bitcoin's price can fluctuate significantly.
Regulatory risk: Uncertain regulatory environment for cryptocurrencies.
Cybersecurity risk: Potential for hacking and theft.

Who Should Consider Investing:

Investors with high-risk tolerance.
Those seeking long-term exposure to Bitcoin.
Individuals who want to diversify their portfolio.

Fundamental Rating Based on AI:

7/10:

The ETF benefits from its strong brand name, large investor base, and high liquidity.
However, the high volatility and regulatory risk of Bitcoin pose significant challenges.
The ETF's long-term prospects depend heavily on the future adoption and performance of Bitcoin.

Resources:

Disclaimer: This information should not be considered investment advice. Please do your own research before investing in any financial product.

Note:

This analysis uses data available in March 2023.
Please keep in mind that the cryptocurrency market is constantly evolving and the information provided may not be accurate in the future.

About iShares Bitcoin Trust

Exchange NASDAQ	Headquaters -
IPO Launch date -	CEO -
Sector -	Industry -	Full time employees -	Website
Full time employees -	Website

The shares are intended to constitute a simple means of making an investment similar to an investment in bitcoin rather than by acquiring, holding and trading bitcoin directly on a peer-to-peer or other basis or via a digital asset exchange.

https://www.upturn.io

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Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.