Dan Weiskopf notes the “crazy opportunity” for BLOK investors that’s set to come as more pure-play crypto companies go public

This is a segment from the Forward Guidance newsletter. To read full editions, <a href="https://blockworks.co/newsletter/forwardguidance" rel="nofollow">subscribe</a>.<hr>When examining crypto stocks, chatting with a co-portfolio manager of the long-running blockchain-focused Amplify Transformational Data Sharing ETF (BLOK) makes for a good convo.  Dan Weiskopf told me he’s more optimistic about 2025 now than he was about this year at the end of 2023.A main reason? The “crazy opportunity” for BLOK investors that’s set to come as more pure-play crypto companies go public. Some expect <a href="https://blockworks.co/news/circle-files-ipo" rel="nofollow">stablecoin issuer Circle</a> could be among the next to do so. Weiskopf also has his eye on <a href="https://blockworks.co/news/figure-raises-60m-launches-dex" rel="nofollow">Figure Technologies</a>.While a few more bitcoin miners could also go public, that’s a crowded field, Weiskopf noted. But BLOK would consider holding cloud-computing firm CoreWeave — one of mining giant <a href="https://blockworks.co/news/core-scientific-rejects-coreweave-buyout-bid-after-big-hpc-deal" rel="nofollow">Core Scientific’s largest clients</a>.Speaking of Core Scientific, that stock — up ~320% year to date — is BLOK’s No. 1 holding (4.67%). Another interesting miner to Weiskopf is Hut 8 — the ETF’s sixth-largest holding, at 4.16%. <figure><img alt="" src="https://static.fwimg.io/img/feed/3e28c05291c50a8289e4125eda258ddc.jpg"></figure>“I think we did a really good job repositioning and recalibrating amongst the miners in capturing the diversification <a href="https://blockworks.co/news/btc-miners-evolving-revenue-post-halving" rel="nofollow">into the AI side</a> of things,” the PM said.Hut 8 is weighted slightly above MicroStrategy — a stock set to enter the Nasdaq 100 index next week (I’ll write more about that on Monday). BLOK started buying MSTR in August 2020 (when it was $14), Weiskopf and co-PM Mike Venuto <a href="https://blog.amplifyetfs.com/blok/blok-chain-monthly-commentary-december-2024?utm_campaign=BLOK&amp;utm_content=318841101&amp;utm_medium=social&amp;utm_source=twitter&amp;hss_channel=tw-4756273994" rel="nofollow">noted</a>. MSTR shares were trading around $350 this afternoon (up more than 400% YTD). Benchmark analysts on Monday upped their price target for the stock to $650 after MicroStrategy increased its bitcoin holdings to 439,000 BTC.That said, Weiskopf and Venuto recently reduced BLOK’s exposure to MSTR and CORZ as the stocks “rallied past our weighting limits,” they added. In other words, they’re trimming the winners in hopes of moving into other successes.On that diversification point: As the BLOK money managers await more IPOs in 2025, they started buying Japan-based Metaplanet last month.While more companies are <a href="https://blockworks.co/news/company-treasuries-btc-reserve-asset" rel="nofollow">adding BTC to their treasuries</a> (~60 by Weiskopf’s count), many are small. So-called “zombie companies” aren’t likely to bounce back just because they’ve bought the crypto asset, he said.“They make a headline, but do they have a real strategy?” Weiskopf added about evaluating these BTC purchasers. He argued that Metaplanet, which in April <a href="https://x.com/Metaplanet_JP/status/1777243921867014574" rel="nofollow">unveiled its intent</a> to emulate MicroStrategy’s efforts, is one committed to these BTC buys. The company said this week it would issue 5 billion yen in ordinary bonds to accelerate bitcoin purchases.So, for those monitoring crypto stocks, BLOK holdings appear worth peeking at. And then there’re the yet-to-arise opportunities during what could be a transformative year for the segment.<hr>Start your day with top crypto insights from David Canellis and Katherine Ross. <a href="https://blockworks.co/newsletter/empire" rel="nofollow">Subscribe to the Empire newsletter</a>.Explore the growing intersection between crypto, macroeconomics, policy and finance with Ben Strack, Casey Wagner and Felix Jauvin. <a href="https://blockworks.co/newsletter/onthemargin" rel="nofollow">Subscribe to the Forward Guidance newsletter</a>.Get alpha directly in your inbox with the <a href="https://blockworks.co/newsletter/research" rel="nofollow">0xResearch newsletter</a> — market highlights, charts, degen trade ideas, governance updates, and more.The Lightspeed newsletter is all things Solana, in your inbox, every day. <a href="https://blockworks.co/newsletter/lightspeed" rel="nofollow">Subscribe to daily Solana news</a> from Jack Kubinec and Jeff Albus.

Crypto stocks to watch in 2025

丹 Weiskopf 指出，随着更多纯加密货币公司上市，<BLOK>投资者将迎来"疯狂的机会"。

GM(Good Morning) 비트코인(BTC) 솔라나(SOL) 유니스왑(UNI) 크립토닷컴 코인(CRO) 파일코인(FIL) 후오비 토큰(HT) 옵티미즘(OP) 컴파운드(COMP) 알위브(AR) 온톨로지(ONT) 앰프(AMP) 앱토스(APT) 플레이댑(PLA) Ronin(RON) 온톨로지가스(ONG) 디젠(Degen) 신고가 솔라나(Solana) 트론(TRON) 다이(Dai) 렌(Ren) 킨(Kin) 비트(Bit) 블록 서클(Circle) 채굴자 채굴 연초 누계(YTD) 초당 거래 수(TPS) 탈중앙화 거래소(DEX) 초기 토큰 제공(ITO) 인터컨티넨탈 거래소 미디엄(Medium) 효과적인 지분 증명(EPoS) 유동성 공급자(LP)

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암호화폐 시장은 비트코인(BTC) ETF 출시 이후 알트코인들이 따라가면서 혼합된 신호로 시작했습니다. 그러나 4분기까지 나머지 기간은 다소 암울했습니다.
비트(Bit)코인...

2025년 전망: IntoTheBlock 분석가가 최고의 암호화폐에 대한 5가지 예측을 공유

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이 계획은 자회사 <Hexarq>를 통해 실행될 것입니다.

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비트코인 이더리움(ETH) ETF(상장지수펀드)는 목요일 긍정적인 유입 흐름 15일 연속을 깨고, 1월 출시 이후 가장 큰 단일 일 유출을 기록했습니다. 이더리움(ETH) ETF도 이와 같은 분위기를 공유했습니다.