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Upturn AI SWOT - About
Simplify Bitcoin Strategy PLUS Income ETF (MAXI)
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Upturn Advisory Summary
10/24/2025: MAXI (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 20.32% | Avg. Invested days 27 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 13.82 - 35.77 | Updated Date 06/28/2025 |
52 Weeks Range 13.82 - 35.77 | Updated Date 06/28/2025 |
Upturn AI SWOT
Simplify Bitcoin Strategy PLUS Income ETF
ETF Overview
Overview
The Simplify Bitcoin Strategy PLUS Income ETF (MAXI) seeks to provide income while offering exposure to Bitcoin futures. It aims to generate yield through option strategies and has exposure to Bitcoin futures contracts.
Reputation and Reliability
Simplify Asset Management is a relatively newer issuer focused on options-based and alternative strategies. Their reliability is still being established.
Management Expertise
Simplify's management team has experience in derivatives and structured products, which is relevant to the ETF's strategy.
Investment Objective
Goal
To seek income while providing exposure to Bitcoin futures.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but uses a combination of Bitcoin futures and option strategies to generate income and Bitcoin exposure.
Composition The ETF holds Bitcoin futures contracts and uses call option strategies (primarily selling covered calls) to generate income.
Market Position
Market Share: Due to the fragmented nature of Bitcoin exposure ETFs, determining an exact market share is challenging but MAXI has a growing presence.
Total Net Assets (AUM): 54500000
Competitors
Key Competitors
- BITO
- BTF
- XBTF
- IBIT
- FBTC
- GBTC
Competitive Landscape
The competitive landscape is crowded with ETFs offering Bitcoin exposure. MAXI differentiates itself through its income-generating options strategy. While this may appeal to income-seeking investors, it potentially caps upside potential compared to ETFs solely focused on Bitcoin futures or spot Bitcoin. Major competitors are now spot bitcoin ETFs.
Financial Performance
Historical Performance: Historical performance data would be needed to evaluate track record. This will change with price of Bitcoin.
Benchmark Comparison: Due to its unique strategy, a direct benchmark comparison is difficult. One could compare to Bitcoin price returns minus the income generated via covered calls.
Expense Ratio: 0.95
Liquidity
Average Trading Volume
The average trading volume is moderate and subject to change based on market conditions.
Bid-Ask Spread
The bid-ask spread can fluctuate depending on market conditions and trading volume, impacting trading costs.
Market Dynamics
Market Environment Factors
Factors such as Bitcoin price volatility, regulatory changes, and investor sentiment significantly affect MAXI's performance. Changes in interest rates impact options pricing.
Growth Trajectory
The growth trajectory depends on Bitcoin's adoption and price appreciation, as well as the ETF's ability to generate consistent income through its option strategy. Any changes to holdings or strategies are publically available.
Moat and Competitive Advantages
Competitive Edge
MAXI's competitive advantage lies in its income-generating strategy using covered calls on Bitcoin futures. This strategy aims to provide a yield component that many other Bitcoin ETFs lack. It may attract investors seeking both Bitcoin exposure and income. However, the covered call strategy limits upside potential. The advantage depends heavily on the price and volatility of Bitcoin futures.
Risk Analysis
Volatility
The ETF is subject to the volatility of Bitcoin futures, which can be significant. The covered call strategy partially mitigates downside risk but also caps potential gains.
Market Risk
The primary market risk is the price fluctuation of Bitcoin. Regulatory risks and changes in investor sentiment toward cryptocurrencies also impact this ETF.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking Bitcoin exposure with an income component, who is comfortable with the risks associated with cryptocurrencies and options strategies.
Market Risk
This ETF may be suitable for long-term investors seeking income and Bitcoin exposure, but not ideal for active traders looking for pure Bitcoin price appreciation.
Summary
The Simplify Bitcoin Strategy PLUS Income ETF (MAXI) offers Bitcoin futures exposure coupled with an income-generating options strategy. While the covered call strategy can provide downside protection and consistent income, it also limits potential upside. Investors should be aware of the high volatility associated with Bitcoin and the complexities of options trading. MAXI is suited for those seeking both crypto exposure and income. The ETF's future success depends on Bitcoin's performance, option strategy execution, and the overall regulatory environment.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Simplify Asset Management Website
- SEC Filings
- ETF.com
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be made after consulting with a qualified financial advisor. Market conditions can change rapidly and impact ETF performance.
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 Simplify Bitcoin Strategy PLUS Income ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed exchange-traded fund (an "ETF"). The fund"s adviser seeks to achieve its investment objective by using three strategies: (1) a Bitcoin strategy, (2) an income strategy, and (3) an option overlay strategy. Under normal market conditions, the adviser selects investments in Bitcoin related instruments so that the total value of economic Bitcoin exposure is approximately 50% to 200% of the net assets of the fund. It 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.