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Upturn AI SWOT - About
Global X Blockchain & Bitcoin Strategy ETF (BITS)
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Upturn Advisory Summary
07/08/2025: 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 97.44% | Avg. Invested days 33 | 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 07/08/2025 |
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 companies involved in blockchain technology and Bitcoin futures contracts. It aims to provide exposure to the blockchain ecosystem and the potential upside of Bitcoin investments.
Reputation and Reliability
Global X is a well-regarded ETF issuer known for its thematic and innovative ETF offerings. They have a strong track record in the ETF market.
Management Expertise
Global X has a dedicated team of investment professionals with experience in managing thematic ETFs and alternative asset classes.
Investment Objective
Goal
To seek capital appreciation by investing in companies involved in blockchain technology and Bitcoin futures contracts.
Investment Approach and Strategy
Strategy: The ETF invests in companies involved in blockchain technology and also uses Bitcoin futures contracts to gain exposure to Bitcoin.
Composition The ETF holds stocks of companies involved in blockchain and Bitcoin mining, as well as Bitcoin futures contracts.
Market Position
Market Share: The market share is relatively small compared to broader market ETFs but significant within its niche category.
Total Net Assets (AUM): 27470000
Competitors
Key Competitors
- BLOK
- BTF
- WGMI
- DAPP
Competitive Landscape
The competitive landscape includes other blockchain and crypto-related ETFs. BITS differentiates itself by combining blockchain equities with Bitcoin futures. Advantages include a diversified approach, while disadvantages include regulatory risks associated with Bitcoin futures and potentially higher volatility.
Financial Performance
Historical Performance: Historical performance varies greatly based on the price of Bitcoin, as well as the performance of blockchain technology sector. Refer to factsheet.
Benchmark Comparison: The ETF's performance is often compared to the performance of Bitcoin and blockchain technology indexes to check effectiveness.
Expense Ratio: 0.65
Liquidity
Average Trading Volume
The average trading volume fluctuates but is generally moderate, reflecting the interest in blockchain and Bitcoin, but needs improvement.
Bid-Ask Spread
The bid-ask spread is typically moderate and depends on market conditions and trading volume.
Market Dynamics
Market Environment Factors
Economic indicators, cryptocurrency adoption rates, regulatory developments, and technological advancements influence BITS.
Growth Trajectory
The growth trajectory is closely tied to the adoption of blockchain technology and the price of Bitcoin.
Moat and Competitive Advantages
Competitive Edge
BITS offers a unique combination of blockchain equities and Bitcoin futures, providing a diversified approach to investing in the blockchain and cryptocurrency space. The strategy seeks to provide exposure to both the growth potential of blockchain technology and the potential upside of Bitcoin. Global X's expertise in thematic ETFs also gives them a competitive edge. However, the reliance on Bitcoin futures introduces regulatory and rollover risks.
Risk Analysis
Volatility
The ETF experiences high volatility due to its exposure to Bitcoin futures and the speculative nature of blockchain technology.
Market Risk
Market risk includes factors affecting Bitcoin prices, blockchain adoption, and regulatory changes. Specific risks are future market, regulatory risk, and interest rate risk.
Investor Profile
Ideal Investor Profile
The ideal investor is risk-tolerant, believes in the long-term potential of blockchain technology and Bitcoin, and seeks capital appreciation. Investors should have a strong understanding of the high risk and volatility of Bitcoin.
Market Risk
This ETF is suitable for long-term investors with a high-risk tolerance, not active traders or passive index followers seeking stability. More suitable for growth focused than value focused investment.
Summary
The Global X Blockchain & Bitcoin Strategy ETF offers a combination of blockchain equities and Bitcoin futures to gain exposure in the blockchain and cryptocurrency space. Its growth is closely tied to the adoption of blockchain technology and Bitcoin, subject to market volatility and regulatory risks. The ETF is suitable for risk-tolerant investors seeking capital appreciation. Global X's thematic investing expertise provides a competitive advantage in the area, but requires careful risk management and due diligence due to the inherent risks involved in the underlying assets and futures contracts. Therefore, consider your risk profile before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Global X ETFs website
- ETF.com
- Yahoo Finance
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a financial professional. Market data can vary and may not be real-time.
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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