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Upturn AI SWOT - About
Valkyrie Bitcoin Fund (BRRR)
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Upturn Advisory Summary
09/16/2025: BRRR (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 36.15% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/16/2025 |
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 is a passively managed exchange-traded fund (ETF) designed to provide investors with exposure to Bitcoin by investing in Bitcoin futures contracts. It aims to track the performance of Bitcoin without directly holding the cryptocurrency.
Reputation and Reliability
Valkyrie Funds is a digital asset management firm known for its innovative ETF offerings focused on the cryptocurrency market. While relatively new, it has gained attention for its crypto-related products.
Management Expertise
The management team has experience in both traditional finance and the cryptocurrency space, providing a blend of investment expertise and understanding of digital assets.
Investment Objective
Goal
To seek capital appreciation by investing in Bitcoin futures contracts.
Investment Approach and Strategy
Strategy: The fund invests primarily in Bitcoin futures contracts traded on the Chicago Mercantile Exchange (CME).
Composition The ETF's assets consist primarily of Bitcoin futures contracts, with a small portion potentially held in cash or cash equivalents.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): Data unavailable.
Competitors
Key Competitors
- BITO
- BTF
- XBTF
Competitive Landscape
The Bitcoin futures ETF market is competitive, with several funds vying for investor attention. Valkyrie Bitcoin Fund competes with other funds by aiming to provide a cost-effective and efficient way to gain exposure to Bitcoin. Advantages could include a lower expense ratio, while disadvantages may include lower liquidity or a shorter track record compared to larger competitors. The actual market share for the fund is not available, but it trails behind BITO.
Financial Performance
Historical Performance: Historical performance data is not readily available due to the relative newness of the ETF.
Benchmark Comparison: A relevant benchmark comparison would be to the performance of Bitcoin itself, as the ETF aims to track its price movements through futures contracts. Performance will vary due to futures tracking issues.
Expense Ratio: 0.95
Liquidity
Average Trading Volume
Average trading volume varies; high volume indicates ease of buying and selling shares, and it must be checked regularly as it fluctuates.
Bid-Ask Spread
The bid-ask spread indicates the difference between the highest price a buyer is willing to pay and the lowest price a seller is willing to accept, influencing trading costs.
Market Dynamics
Market Environment Factors
The fund's performance is highly correlated with the price of Bitcoin and market sentiment towards cryptocurrencies. Regulatory developments, technological advancements, and macroeconomic conditions also play a role.
Growth Trajectory
The fund's growth trajectory depends on the adoption of Bitcoin and investor appetite for cryptocurrency exposure through regulated investment vehicles. Changes in strategy and holdings are influenced by market conditions and regulatory requirements.
Moat and Competitive Advantages
Competitive Edge
Valkyrie Bitcoin Fund provides an accessible way for investors to gain exposure to Bitcoin through a regulated ETF structure without directly owning the cryptocurrency. This can be appealing to investors who are wary of the complexities and risks associated with holding Bitcoin directly. The fund's success hinges on its ability to efficiently track the price of Bitcoin futures and manage its operational costs. A strong brand and effective marketing can further enhance its competitive position.
Risk Analysis
Volatility
The fund is expected to exhibit high volatility due to the inherent volatility of Bitcoin and the leveraged nature of futures contracts.
Market Risk
Specific risks include Bitcoin price fluctuations, regulatory changes impacting the cryptocurrency market, and the potential for futures contract tracking errors.
Investor Profile
Ideal Investor Profile
The ideal investor is someone with a high-risk tolerance seeking exposure to Bitcoin but prefers the convenience and regulatory oversight of an ETF.
Market Risk
The fund is suitable for active traders and sophisticated investors seeking short-term exposure to Bitcoin price movements. It may not be appropriate for long-term, risk-averse investors.
Summary
Valkyrie Bitcoin Fund offers exposure to Bitcoin futures, providing a regulated and potentially simpler way for investors to participate in the cryptocurrency market. It is subject to the volatility of Bitcoin and risks inherent in futures trading. Its performance depends on effectively tracking Bitcoin's price movements. The fund is most suitable for investors with a high-risk tolerance looking for short-term Bitcoin exposure, but the actual numbers for the fund are currently unavailable.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Valkyrie Funds website
- ETF.com
- Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual risk tolerance and financial circumstances. Cryptocurrency investments are inherently risky.
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.
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.