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Upturn AI SWOT - About
Grayscale Bitcoin Trust (BTC) (GBTC)
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Upturn Advisory Summary
07/07/2025: GBTC (5-star) is a STRONG-BUY. BUY since 49 days. Profits (12.87%). Updated daily EoD!
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 204.08% | Avg. Invested days 31 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 07/07/2025 |
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 a digital currency investment product that enables investors to gain exposure to Bitcoin in the form of a security while avoiding the challenges of directly purchasing, storing, and safekeeping Bitcoin. It primarily focuses on holding Bitcoin. The investment strategy is to track the value of Bitcoin.
Reputation and Reliability
Grayscale Investments is a large digital asset manager with a solid track record in launching and managing cryptocurrency investment products.
Management Expertise
Grayscale has a specialized team focused on digital assets, with experience in traditional finance and cryptocurrency markets.
Investment Objective
Goal
The investment objective of the Grayscale Bitcoin Trust (BTC) is for its shares to reflect the value of Bitcoin held by the Trust, less the Trust's expenses and other liabilities.
Investment Approach and Strategy
Strategy: The ETF aims to track the value of Bitcoin.
Composition The ETF primarily holds Bitcoin.
Market Position
Market Share: Due to its conversion to an ETF, Grayscale Bitcoin Trust (BTC) holds a significant portion of the Bitcoin ETF market share.
Total Net Assets (AUM): 21990000000
Competitors
Key Competitors
- IBIT
- FBTC
- ARKB
Competitive Landscape
The Bitcoin ETF market is competitive, with many issuers offering similar products. BTC has the advantage of being first to market, but faces competition from issuers with lower fees. Newer ETFs may have technological or fee advantages. The main advantage of BTC is its larger size and established track record, while the disadvantages are the higher expense ratio relative to competitors.
Financial Performance
Historical Performance: Historical performance data should be viewed with caution, as Bitcoin's price is highly volatile. Past performance is not indicative of future results.
Benchmark Comparison: The ETF aims to closely track the performance of Bitcoin.
Expense Ratio: 0.002
Liquidity
Average Trading Volume
The average trading volume for BTC is very high, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the high liquidity.
Market Dynamics
Market Environment Factors
BTC is affected by factors influencing the price of Bitcoin, including regulatory developments, institutional adoption, macroeconomic conditions, and technological advancements.
Growth Trajectory
Growth is tied to Bitcoin adoption and market sentiment. Changes to strategy would likely involve adjustments to fees or operational procedures.
Moat and Competitive Advantages
Competitive Edge
BTC has first-mover advantage as one of the earliest Bitcoin investment products. Its large AUM provides economies of scale. Converting to a full ETF improved its structure. However, lower fees by other ETFs make this advantage more muted. The brand recognition and the size is its competitive edge in the new Bitcoin ETF market.
Risk Analysis
Volatility
BTC exhibits high volatility due to the volatility of Bitcoin.
Market Risk
BTC is subject to the market risk associated with Bitcoin, including price fluctuations, regulatory uncertainty, and security risks.
Investor Profile
Ideal Investor Profile
The ideal investor is someone with a high-risk tolerance who seeks exposure to Bitcoin as part of a diversified portfolio.
Market Risk
BTC is suitable for long-term investors or active traders who understand the risks associated with Bitcoin.
Summary
Grayscale Bitcoin Trust (BTC) provides a way for investors to gain exposure to Bitcoin without directly holding it. It has a high expense ratio compared to other ETFs. Its performance is highly correlated with Bitcoin's price. Ideal investors understand and are comfortable with Bitcoin's volatility and risks. The ETF provides a convenient way to access Bitcoin exposure through a traditional investment vehicle.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Grayscale Investments
- SEC Filings
- Various Financial News Outlets
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investing in digital assets involves significant risks, including the potential loss of principal. Consult with a qualified financial advisor before making any investment decisions.
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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