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Upturn AI SWOT - About
Valkyrie Bitcoin Fund (BRRR)
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Upturn Advisory Summary
07/29/2025: BRRR (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 43.82% | Avg. Invested days 41 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 07/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 14.02 - 31.67 | Updated Date 06/30/2025 |
52 Weeks Range 14.02 - 31.67 | Updated Date 06/30/2025 |
Upturn AI SWOT
Valkyrie Bitcoin Fund
ETF Overview
Overview
The Valkyrie Bitcoin Fund (BRRR) aims to provide investors with exposure to Bitcoin by investing in Bitcoin futures contracts. It does not directly hold Bitcoin. The fund focuses on capital appreciation by actively managing its Bitcoin futures positions.
Reputation and Reliability
Valkyrie is a relatively newer issuer in the ETF space, specializing in crypto-related investment products. Its reputation is growing, but it lacks the long-term track record of larger asset managers.
Management Expertise
Valkyrie has assembled a team with expertise in both traditional finance and the cryptocurrency market. Their ability to navigate the volatile crypto landscape is crucial.
Investment Objective
Goal
To seek capital appreciation by investing in Bitcoin futures contracts.
Investment Approach and Strategy
Strategy: The fund actively manages its Bitcoin futures positions, aiming to outperform a passive investment in Bitcoin.
Composition The ETF primarily holds Bitcoin futures contracts traded on the Chicago Mercantile Exchange (CME). It may also hold cash or other liquid assets.
Market Position
Market Share: The fund has a smaller market share in the Bitcoin futures ETF market compared to more established competitors.
Total Net Assets (AUM): 75200000
Competitors
Key Competitors
- BITO
- ARKB
- IBIT
- FBTC
Competitive Landscape
The Bitcoin futures ETF market is competitive, dominated by larger, more liquid funds like BITO. BRRR faces challenges in attracting investors due to its smaller size and the inherent risks associated with futures-based products. While BRRR offers exposure to Bitcoin, investors may prefer funds that directly hold Bitcoin.
Financial Performance
Historical Performance: Historical performance data should be reviewed to assess the fund's returns relative to Bitcoin and other Bitcoin futures ETFs.
Benchmark Comparison: The ETF's performance should be compared to the price of Bitcoin and other Bitcoin-related assets to evaluate its effectiveness in tracking the cryptocurrency.
Expense Ratio: 0.95
Liquidity
Average Trading Volume
The ETF's average trading volume indicates moderate liquidity, but less than the leading Bitcoin ETFs.
Bid-Ask Spread
The bid-ask spread is influenced by the liquidity of the underlying Bitcoin futures contracts and the ETF's trading volume.
Market Dynamics
Market Environment Factors
The fund is influenced by Bitcoin's price volatility, regulatory developments in the cryptocurrency space, and investor sentiment towards digital assets.
Growth Trajectory
The growth of the fund depends on the increasing adoption of Bitcoin and the demand for regulated investment vehicles that provide exposure to the cryptocurrency.
Moat and Competitive Advantages
Competitive Edge
Valkyrie distinguishes itself with a focus on crypto assets and digital finance. While BRRR specifically invests in Bitcoin futures contracts, Valkyrie's edge lies in its knowledge of the crypto market. They offer other crypto funds and aim to provide investors with a variety of tools to access the digital asset space. Their management team consists of crypto and traditional finance experts. However, they are a relatively new player.
Risk Analysis
Volatility
The fund is subject to the high volatility of Bitcoin and Bitcoin futures contracts, leading to significant price fluctuations.
Market Risk
Market risk includes the potential for regulatory changes, technological disruptions, and shifts in investor sentiment that could negatively impact the price of Bitcoin.
Investor Profile
Ideal Investor Profile
The ideal investor is comfortable with high risk, has a strong belief in the long-term potential of Bitcoin, and understands the complexities of Bitcoin futures contracts.
Market Risk
The fund is suitable for active traders and sophisticated investors seeking exposure to Bitcoin with higher potential risk, not necessarily for passive index followers.
Summary
The Valkyrie Bitcoin Fund (BRRR) offers exposure to Bitcoin through actively managed futures contracts. While it provides a regulated avenue for investing in Bitcoin, its performance depends on Bitcoin's volatile market. Investors should be aware of the risks associated with Bitcoin and futures trading before considering this fund. Its expense ratio and liquidity should also be compared to competitors. Valkyrie's focus on crypto assets could provide some competitive advantages in the long run.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Valkyrie Funds Website
- ETF.com
- Bloomberg
- SEC Filings
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results. Cryptocurrency investments are speculative and high-risk.
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 Fund
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
In seeking to achieve its investment objective, the Trust will hold bitcoin and will value its Shares daily based on the value of bitcoin as reflected by the index, which is an independently calculated value based on an aggregation of executed trade flow of major bitcoin spot exchanges.
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