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REX Bitcoin Corporate Treasury Convertible Bond ETF (BMAX)
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Upturn Advisory Summary
08/14/2025: BMAX (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.
Analysis of Past Performance
Type ETF | Historic Profit -6.22% | Avg. Invested days 13 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 22.52 - 31.31 | Updated Date 05/9/2025 |
52 Weeks Range 22.52 - 31.31 | Updated Date 05/9/2025 |
Upturn AI SWOT
REX Bitcoin Corporate Treasury Convertible Bond ETF
ETF Overview
Overview
Hypothetical ETF focused on companies holding Bitcoin in their treasury and/or issuing convertible bonds. Aims to provide exposure to the Bitcoin ecosystem through corporate debt and equity securities.
Reputation and Reliability
Hypothetical issuer; reputation and reliability would depend on its actual track record and regulatory compliance.
Management Expertise
Hypothetical management team; expertise would depend on their experience in asset management, Bitcoin, and fixed income.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield performance of an index composed of companies holding Bitcoin in their treasury and/or issuing convertible bonds.
Investment Approach and Strategy
Strategy: Aims to track a custom index of companies involved with Bitcoin holdings and convertible bonds.
Composition Primarily holds convertible bonds and potentially equity securities of companies with Bitcoin holdings in their treasury. May also include companies indirectly related to the Bitcoin ecosystem.
Market Position
Market Share: Hypothetical market share, dependent on actual performance and investor adoption.
Total Net Assets (AUM): 0
Competitors
Key Competitors
- None
Competitive Landscape
The competitive landscape would be dependent on existing ETFs that offer exposure to Bitcoin-related companies or convertible bonds. The ETF's advantage would be its specific focus on companies combining both Bitcoin treasuries and convertible debt. Disadvantages may include higher volatility and sector concentration.
Financial Performance
Historical Performance: No historical data available as this is a hypothetical ETF.
Benchmark Comparison: No benchmark data available as this is a hypothetical ETF.
Expense Ratio: Hypothetical expense ratio would be dependent on operational costs, but likely to be around 0.75% to 1.00%
Liquidity
Average Trading Volume
Trading volume is hypothetical; expected to vary widely depending on investor interest and market conditions.
Bid-Ask Spread
Bid-ask spread is hypothetical and expected to vary widely based on trading volume and market volatility.
Market Dynamics
Market Environment Factors
Economic indicators, Bitcoin price fluctuations, interest rate environment, and investor sentiment toward cryptocurrencies would significantly affect the ETF.
Growth Trajectory
Growth trajectory would depend on the adoption of Bitcoin by corporations, the issuance of convertible bonds by these corporations, and the overall market interest in cryptocurrency-related investments.
Moat and Competitive Advantages
Competitive Edge
The ETFu2019s unique focus on companies holding Bitcoin and issuing convertible bonds may provide a competitive edge over broader cryptocurrency or convertible bond ETFs. The strategy targets a specific niche within the cryptocurrency investment space, potentially offering differentiated returns. Active management and strategic security selection could provide further advantage, however this is a relatively new ETF category, so success is not guaranteed. A first mover advantage may exist.
Risk Analysis
Volatility
Expected to exhibit high volatility due to the volatility of Bitcoin and the potential risks associated with convertible bonds.
Market Risk
Significant market risk related to Bitcoin price fluctuations, interest rate sensitivity of convertible bonds, and overall economic conditions affecting corporate issuers.
Investor Profile
Ideal Investor Profile
Investors with high risk tolerance seeking exposure to the Bitcoin ecosystem through corporate debt and equity, and who understand the risks associated with cryptocurrencies and convertible bonds.
Market Risk
Best suited for long-term investors with a high-risk tolerance and a strong belief in the future of Bitcoin and the underlying companies.
Summary
The REX Bitcoin Corporate Treasury Convertible Bond ETF is a hypothetical ETF designed to provide exposure to companies holding Bitcoin in their treasury and/or issuing convertible bonds. It targets a niche market, potentially offering differentiated returns but also carrying high volatility and market risk. Ideal investors are those with high risk tolerance and a long-term investment horizon. Its success depends on the broader adoption of Bitcoin by corporations and the performance of the underlying companies and assets.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical analysis based on general ETF and market knowledge.
- SEC.gov (for general ETF regulatory information).
Disclaimers:
This is a hypothetical analysis for illustrative purposes only and does not constitute investment advice. Actual ETF performance may vary significantly. Always consult with a qualified financial advisor before making investment decisions.
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 REX Bitcoin Corporate Treasury Convertible Bond ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund, under normal market conditions, will invest at least 80% of its net assets (plus any borrowings for investment purposes) in convertible bonds issued by companies that own bitcoin or bitcoin-linked financial instruments in their corporate treasury ("Bitcoin Corporate Treasury Companies"). The fund is non-diversified.
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.