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Defiance Leveraged Long Income MSTR ETF (MST)
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Upturn Advisory Summary
08/14/2025: MST (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 -33.78% | Avg. Invested days 14 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 15.63 - 22.22 | Updated Date 06/6/2025 |
52 Weeks Range 15.63 - 22.22 | Updated Date 06/6/2025 |
Upturn AI SWOT
Defiance Leveraged Long Income MSTR ETF
ETF Overview
Overview
The Defiance Leveraged Long Income MSTR ETF (MSTY) aims to provide leveraged exposure to companies that hold Bitcoin, primarily through investments in MicroStrategy Incorporated (MSTR). It targets investors seeking magnified returns linked to the performance of Bitcoin and related equity.
Reputation and Reliability
Defiance ETFs is a relatively new but innovative ETF provider known for its thematic and disruptive technology ETFs.
Management Expertise
Defiance ETFs has a team with expertise in financial engineering and ETF product development, specializing in identifying and capitalizing on emerging investment themes.
Investment Objective
Goal
The primary goal of MSTY is to seek leveraged long exposure to companies holding Bitcoin, mainly MicroStrategy.
Investment Approach and Strategy
Strategy: MSTY employs a leveraged strategy to amplify the returns of its underlying holdings, primarily MSTR, which in turn holds a significant amount of Bitcoin.
Composition MSTY predominantly holds shares of MicroStrategy (MSTR) along with leverage to amplify the potential gains (and losses) associated with MSTR's stock price, which is correlated to Bitcoin's price movements.
Market Position
Market Share: MSTY operates in a niche market, primarily catering to investors seeking leveraged Bitcoin exposure through equities.
Total Net Assets (AUM): 14720000
Competitors
Key Competitors
- BITO
- BTF
- IBIT
- FBTC
- ARKB
Competitive Landscape
The competitive landscape includes various Bitcoin ETFs, futures-based ETFs, and other companies holding Bitcoin. MSTY differentiates itself through its leveraged exposure to MicroStrategy, offering potentially higher returns but also greater risks. Its competitors offer diverse strategies, including direct Bitcoin holdings, futures contracts, and investments in other Bitcoin-related companies.
Financial Performance
Historical Performance: Historical performance data is highly dependent on the price fluctuations of Bitcoin and MicroStrategy, demonstrating significant volatility.
Benchmark Comparison: A suitable benchmark would be a leveraged Bitcoin index or a portfolio heavily weighted in MSTR, but no such direct benchmark exists, making performance comparison challenging.
Expense Ratio: 1.85
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, but can vary based on Bitcoin's price volatility.
Bid-Ask Spread
The bid-ask spread can be relatively wide, especially during volatile market conditions, which increases the cost of trading.
Market Dynamics
Market Environment Factors
Economic indicators, Bitcoin price movements, regulatory developments regarding cryptocurrencies, and general market sentiment all significantly influence MSTY's performance.
Growth Trajectory
The growth trajectory of MSTY is directly tied to the adoption and price appreciation of Bitcoin, as well as MicroStrategy's strategic decisions.
Moat and Competitive Advantages
Competitive Edge
MSTY's competitive edge lies in its leveraged exposure to MicroStrategy, offering a unique way for investors to amplify their exposure to Bitcoin-related assets. This strategy appeals to risk-tolerant investors seeking higher potential returns. However, this leveraged approach also increases the potential for significant losses. MSTY's success is closely intertwined with MicroStrategy's performance and Bitcoin's overall market sentiment.
Risk Analysis
Volatility
MSTY exhibits high volatility due to its leveraged nature and the inherent volatility of Bitcoin and MicroStrategy's stock.
Market Risk
Specific risks include Bitcoin price fluctuations, regulatory risks surrounding cryptocurrencies, and the financial health and strategic decisions of MicroStrategy.
Investor Profile
Ideal Investor Profile
The ideal investor for MSTY is a risk-tolerant individual with a high conviction in Bitcoin's long-term appreciation and a willingness to accept significant potential losses.
Market Risk
MSTY is best suited for active traders seeking short-term, high-risk opportunities rather than long-term investors seeking stable returns.
Summary
MSTY offers leveraged exposure to MicroStrategy, a company heavily invested in Bitcoin, appealing to investors seeking amplified returns linked to Bitcoin's performance. However, its leveraged strategy entails significant risks and high volatility, making it suitable only for risk-tolerant active traders. The ETF's performance is highly dependent on Bitcoin's price movements and MicroStrategy's strategic decisions. Potential investors should carefully consider their risk tolerance and investment objectives before investing in MSTY.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Defiance ETFs Website
- ETF.com
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on thorough research and consultation with a financial advisor. Past performance is not indicative of future results. All investments carry risk, including the potential loss of principal.
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 Defiance Leveraged Long Income MSTR ETF
Exchange NYSE | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively-managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by entering into derivatives transactions (i.e., swap agreements and options contracts) to gain long exposure to MicroStrategy Incorporated ("MSTR," or the "Underlying Security"). 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.