SithInvest

Marathon is one of few U.S.-based publicly-traded bitcoin miner equities. Bitcoin appears to be breaking out, and if it continues, equities with exposure to Bitcoin are likely to get increasing interest and allocations. Though Marathon is likely to be extremely volatile in the coming months, it has the potential to provide both uncorrelated diversification and asymmetric risk/reward. This is a halvening-based speculation that presumes Bitcoin will achieve greater price appreciation in 2021 than it did in 2020. This summer, we proposed that Bitcoin miners were likely to appreciate along with Bitcoin, and that   Riot Blockchain was likely to appreciate   in reaction to a probable Bitcoin breakout. That theory has since proven reasonably accurate, with both Bitcoin and Riot Blockchain breaking out. We now believe that both Riot and Marathon Patent Group have established themselves as the two main domestic Bitcoin miner equities as well as the two entities within the sector that a...

BITW is a new publicly traded statutory trust that provides market weighted index exposure to crypto assets. BITW is mostly Bitcoin, and the Bitwise 10 Large Cap Crypto Index does offer market weighted diversification to some other crypto assets. BITW already trades at a very high premium to the fund's NAV, and that NAV premium is likely to be capricious. The Bitwise 10 Crypto Index Fund ( BITW ) is a publicly traded statutory crypto-asset index trust. BITW should offer needed competition in the asset class, where few funds exist, and lofty premiums have been a historic problem. The market is currently dominated by the Grayscale Bitcoin Trust ( OTC:GBTC ). BITW is probably most comparable to Grayscale's Digital Large Cap Fund ( OTCQX:GDLC ). Read Full Article Here

Ambarella is breaking out, and the trend appears likely to continue next year. Ambarella has the potential to get acquired or outperform due to the strong growth in demand for chips that handle video processing and computer vision. Ambarella has possible tailwinds from growth in AI, video security systems and automotive camera systems. Read Full Article Here