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Upturn AI SWOT - About
Valkyrie Bitcoin Futures Leveraged Strategy ETF (BTFX)
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Upturn Advisory Summary
08/14/2025: BTFX (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 94.58% | Avg. Invested days 30 | 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 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 16.34 - 72.53 | Updated Date 06/30/2025 |
52 Weeks Range 16.34 - 72.53 | Updated Date 06/30/2025 |
Upturn AI SWOT
Valkyrie Bitcoin Futures Leveraged Strategy ETF
ETF Overview
Overview
The Valkyrie Bitcoin Futures Leveraged Strategy ETF (BTFX) aims to provide 2x leveraged exposure to the daily price movements of Bitcoin futures contracts. It primarily focuses on short-term trading gains using derivatives in the cryptocurrency sector.
Reputation and Reliability
Valkyrie is a newer entrant to the ETF market, specializing in digital asset strategies. Their reputation is still developing, but they are focused on crypto-related products.
Management Expertise
Valkyrie's management team has experience in asset management and digital assets, although the specific expertise in leveraged futures strategies is a key factor to consider.
Investment Objective
Goal
The ETF's primary goal is to generate returns that correspond to two times (2x) the daily performance of Bitcoin futures contracts.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index directly but seeks to achieve leveraged exposure to Bitcoin futures.
Composition The ETF's assets primarily consist of Bitcoin futures contracts, cash, and potentially other derivatives to achieve the leveraged exposure.
Market Position
Market Share: BTFX has a smaller market share compared to established Bitcoin ETFs due to its leveraged nature and relative newness.
Total Net Assets (AUM): 19500000
Competitors
Key Competitors
- ProShares Bitcoin Strategy ETF (BITO)
- Grayscale Bitcoin Trust (BTC)
- VanEck Bitcoin Strategy ETF (XBTF)
Competitive Landscape
The competitive landscape is dominated by non-leveraged Bitcoin ETFs such as BITO and spot bitcoin ETFs. BTFX differentiates itself with its leveraged exposure, offering higher potential returns but also significantly higher risk. This makes it a niche product compared to broader Bitcoin ETFs.
Financial Performance
Historical Performance: Historical performance data is crucial for evaluating leveraged ETFs due to the potential for amplified gains and losses. Since its launch in 2023, the fund has experienced high volatility.
Benchmark Comparison: Comparing BTFX to a non-leveraged Bitcoin ETF (like BITO) and a 2x leveraged portfolio demonstrates the amplification effect of its strategy.
Expense Ratio: 1.95
Liquidity
Average Trading Volume
The average trading volume of BTFX can fluctuate but is generally moderate, which can impact the ease of entering and exiting positions.
Bid-Ask Spread
The bid-ask spread reflects the cost of trading; a wider spread can indicate lower liquidity and potentially higher transaction costs.
Market Dynamics
Market Environment Factors
BTFX's performance is highly sensitive to the price movements of Bitcoin futures, influenced by overall crypto market sentiment, regulatory developments, and macroeconomic factors.
Growth Trajectory
The growth trajectory depends on Bitcoin's price trend and investor appetite for leveraged crypto exposure; changes in regulatory landscape can significantly impact its future prospects.
Moat and Competitive Advantages
Competitive Edge
BTFX's primary advantage is its 2x leveraged exposure to Bitcoin futures, offering investors the potential for magnified returns. This caters to risk-seeking investors who believe in short-term Bitcoin price appreciation. However, this advantage is coupled with significant risk due to the potential for amplified losses. The ETF's success hinges on accurately predicting short-term Bitcoin price movements.
Risk Analysis
Volatility
BTFX is expected to exhibit high volatility due to its leveraged nature, meaning that price swings can be substantial and rapid.
Market Risk
The ETF is exposed to the market risk of Bitcoin futures, which are inherently volatile and subject to regulatory uncertainty and market manipulation.
Investor Profile
Ideal Investor Profile
The ideal investor is a sophisticated, risk-tolerant trader with a short-term investment horizon and a strong understanding of Bitcoin futures and leveraged products.
Market Risk
BTFX is best suited for active traders seeking short-term gains and should not be considered a long-term investment due to the effects of compounding and leverage.
Summary
Valkyrie Bitcoin Futures Leveraged Strategy ETF (BTFX) provides 2x leveraged exposure to Bitcoin futures, targeting short-term traders seeking amplified gains. Its performance is highly sensitive to Bitcoin's price movements, resulting in high volatility. It caters to a niche market of risk-tolerant investors familiar with leveraged products. Due to the risks involved, it is unsuitable for long-term investors or those with a low-risk tolerance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Valkyrie Funds Website
- ETF.com
- Yahoo Finance
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Leveraged ETFs are complex and may not be suitable for all investors.
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 Futures Leveraged Strategy ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an ETF that seeks to achieve its investment objective by investing its assets primarily in cash-settled Bitcoin Futures Contracts that trade only on an exchange registered with the Commodity Futures Trading Commission which currently is the Chicago Mercantile Exchange, and cash, cash-like instruments or high-quality securities that serve as collateral to the fund"s investments in Bitcoin Futures Contracts. 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.