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Global X Blockchain & Bitcoin Strategy ETF (BITS)
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Upturn Advisory Summary
10/31/2025: BITS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 183.86% | Avg. Invested days 43 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/31/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 40.09 - 83.26 | Updated Date 06/29/2025 |
52 Weeks Range 40.09 - 83.26 | Updated Date 06/29/2025 |
Upturn AI SWOT
Global X Blockchain & Bitcoin Strategy ETF
ETF Overview
Overview
The Global X Blockchain & Bitcoin Strategy ETF (BITS) seeks capital appreciation by investing in blockchain companies and holding bitcoin futures contracts. It provides exposure to both the growth potential of blockchain technology and the performance of bitcoin, offering a diversified approach within the digital asset space.
Reputation and Reliability
Global X is a reputable ETF provider known for its thematic and innovative investment strategies.
Management Expertise
Global X has a team of experienced investment professionals specializing in thematic investing and ETF management.
Investment Objective
Goal
Seeks capital appreciation through investments in blockchain companies and bitcoin futures contracts.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but follows an active strategy by investing in blockchain companies and bitcoin futures.
Composition The ETF holds a mix of stocks of blockchain companies and bitcoin futures contracts.
Market Position
Market Share: BITS holds a portion of the digital asset and blockchain ETF market but faces competition from specialized crypto ETFs and blockchain-focused funds.
Total Net Assets (AUM): 27720710.47
Competitors
Key Competitors
- BLOK
- LEGR
- BITQ
- WGMI
Competitive Landscape
The blockchain ETF market is competitive, with several funds vying for investor capital. BITS differentiates itself by combining blockchain company stocks with Bitcoin futures. Competitors like BLOK and LEGR primarily focus on blockchain technology companies. BITS may attract investors seeking direct exposure to Bitcoin price movements within the ETF structure, which may be considered an advantage, but it also faces unique risks associated with futures contracts.
Financial Performance
Historical Performance: Historical performance data varies significantly based on the period analyzed, reflecting the high volatility of the underlying assets.
Benchmark Comparison: Comparing the ETF's performance to pure blockchain ETFs and Bitcoin directly provides insights into its strategy's effectiveness, but direct comparison is difficult due to the mixed strategy.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
The average trading volume is moderate, suggesting reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread varies but is generally reasonable, reflecting the liquidity of the underlying assets.
Market Dynamics
Market Environment Factors
Economic indicators, cryptocurrency market sentiment, regulatory developments, and technological advancements in blockchain technology all impact BITS. The performance of Bitcoin and the overall blockchain sector is crucial.
Growth Trajectory
Growth depends on the broader adoption of blockchain technology, the performance of Bitcoin, and the ETF's ability to navigate the complexities of futures contracts. Changes to the weighting of Bitcoin futures or blockchain stocks would reflect any adjustments to its strategy.
Moat and Competitive Advantages
Competitive Edge
BITS distinguishes itself through its combined exposure to blockchain companies and Bitcoin futures, providing a more comprehensive approach. It aims to capture both the growth of blockchain technology and the potential upside of Bitcoin within a single ETF. This blended approach can appeal to investors seeking a diversified digital asset strategy. However, the use of futures introduces additional risk and complexity, which might deter some investors. Ultimately, its success depends on the continued growth of the blockchain industry and positive Bitcoin price movements.
Risk Analysis
Volatility
The ETF exhibits high volatility due to its exposure to both blockchain stocks and Bitcoin futures.
Market Risk
Market risks include fluctuations in Bitcoin prices, regulatory changes impacting cryptocurrencies, and potential downturns in the technology sector. Futures contracts add leverage and potential for amplified losses.
Investor Profile
Ideal Investor Profile
The ideal investor is risk-tolerant, knowledgeable about blockchain technology and cryptocurrencies, and seeking capital appreciation through exposure to both blockchain companies and Bitcoin.
Market Risk
The ETF is best suited for active traders or investors with a higher risk tolerance seeking growth potential, rather than passive index followers or conservative long-term investors.
Summary
The Global X Blockchain & Bitcoin Strategy ETF provides combined exposure to blockchain technology and Bitcoin futures, offering a diversified approach to investing in the digital asset space. This strategy aims to capture growth from the adoption of blockchain technology and the potential upside of Bitcoin, but it comes with significant volatility and risks. The ETF is suitable for risk-tolerant investors with knowledge of cryptocurrencies and blockchain technology. Its performance is heavily influenced by the broader cryptocurrency market, technological advancements, and regulatory developments, and the ETF's unique approach differentiates it from competitors primarily focused on blockchain stocks.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Global X ETFs Website
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on individual circumstances and consultation with a financial advisor. Past performance is not indicative of future results. Market share information is based on available data and may vary.
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 Global X Blockchain & Bitcoin Strategy ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed ETF that seeks to achieve its investment objective by investing directly or indirectly in equity securities of U.S. and non-U.S. "Blockchain Companies" and in long positions in U.S. listed bitcoin futures contracts. Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in Blockchain Companies and in long positions on U.S. listed Bitcoin Futures contracts. It is non-diversified.
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