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Upturn AI SWOT - About
Grayscale Bitcoin Trust (BTC) (GBTC)
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Upturn Advisory Summary
09/16/2025: GBTC (5-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 212.19% | Avg. Invested days 34 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 39.56 - 88.36 | Updated Date 06/29/2025 |
52 Weeks Range 39.56 - 88.36 | Updated Date 06/29/2025 |
Upturn AI SWOT
Grayscale Bitcoin Trust (BTC)
ETF Overview
Overview
Grayscale Bitcoin Trust (BTC) is designed to track the price of Bitcoin, less fees and expenses. It allows investors to gain exposure to Bitcoin in the form of a security, avoiding the challenges of directly purchasing and storing Bitcoin. It holds Bitcoin and periodically issues shares.
Reputation and Reliability
Grayscale Investments is a well-known digital asset management firm with a long track record in offering cryptocurrency investment products.
Management Expertise
Grayscale's management team has experience in managing digital assets and navigating the regulatory landscape of cryptocurrency investments.
Investment Objective
Goal
To reflect the performance of the value of Bitcoin, as represented by the CoinDesk Bitcoin Price Index (XBX), less the Trustu2019s expenses.
Investment Approach and Strategy
Strategy: The ETF aims to hold Bitcoin such that the shares reflect the value of the underlying Bitcoin holdings.
Composition The ETF primarily holds Bitcoin.
Market Position
Market Share: Insufficient public data for precise market share as a spot bitcoin ETF.
Total Net Assets (AUM): 20960000000
Competitors
Key Competitors
- IBIT
- FBTC
- ARKB
- BITB
Competitive Landscape
The Bitcoin ETF market is highly competitive. BTC has first-mover advantage and large AUM, but it faces competition from ETFs with lower expense ratios. Competitors may attract investors seeking lower costs, while BTC may appeal to those who value its established presence.
Financial Performance
Historical Performance: Data is not available for direct insertion. Performance varies with Bitcoin's price.
Benchmark Comparison: The ETF's performance should closely track the CoinDesk Bitcoin Price Index (XBX), but differences exist due to expenses.
Expense Ratio: 0.002
Liquidity
Average Trading Volume
The average trading volume is high, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting good liquidity.
Market Dynamics
Market Environment Factors
Factors affecting BTC include Bitcoin price volatility, regulatory developments, macroeconomic conditions, and investor sentiment towards cryptocurrencies.
Growth Trajectory
BTC's growth depends on increasing adoption of Bitcoin, regulatory acceptance, and overall market sentiment towards digital assets. Changes in strategy might include adjustments to Bitcoin holdings or expense ratio management.
Moat and Competitive Advantages
Competitive Edge
BTC benefits from its large AUM and established presence in the market as one of the earlier Bitcoin investment vehicles. Its size provides liquidity and recognition. However, its higher expense ratio compared to newer ETFs could be a disadvantage. It continues to be a key gateway for investors seeking exposure to Bitcoin through a traditional investment vehicle.
Risk Analysis
Volatility
BTC is subject to Bitcoin's high price volatility, which can result in significant fluctuations in the ETF's value.
Market Risk
BTC is subject to market risk associated with Bitcoin. Factors that could affect Bitcoin's price include regulatory changes, technological advancements, and macroeconomic events.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking exposure to Bitcoin's price movements through a traditional investment vehicle. They must understand the high volatility and risks associated with Bitcoin.
Market Risk
BTC is suitable for investors with a higher risk tolerance seeking long-term exposure to Bitcoin and willing to accept potential losses.
Summary
Grayscale Bitcoin Trust (BTC) offers a way to invest in Bitcoin without directly holding the cryptocurrency. Its high AUM and established position is a key advantage. However, it has a higher expense ratio than its competitors. Therefore, investors need to evaluate their risk tolerance and cost sensitivity. Despite the high expenses it is still a convenient way to get exposure to Bitcoin.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Grayscale Investments, SEC filings, ETF.com, CoinDesk
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor. Cryptocurrency investments are highly speculative and carry significant 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 Grayscale Bitcoin Trust (BTC)
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The trust"s Bitcoins are carried, for financial statement purposes, at fair value as required by U.S. generally accepted accounting principles ("GAAP"). The trust determines the fair value of Bitcoins based on the price provided by the Digital Asset Market that the trust considers its principal market as of 4:00 p.m., New York time, on the valuation date.
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