Calls
2
Matthew Schultz
Co-Founder and Executive Chairman, CleanSpark
Win Rate
50.0%
return
-11.7%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 28
$11.98
+11.5%
CleanSpark is pitched as an efficient, self-funding pure-play Bitcoin miner: it mines BTC at a fraction of spot (about $42,000 in the latest quarter), sells enough production to cover opex, uses BTC-secured credit for capex instead of persistent equity dilution, writes short-dated derivative contracts for extra yield, and is gaining institutional ownership as peers pivot to AI/HPC. Schultz argues this gives CleanSpark leverage to Bitcoin without the dilution or premium of buying BTC or Bitcoin treasury companies, and it can wait out heavy short interest.
Crypto Miners
Long
Jul 28
$117865.80
-35.0%
Schultz expects Bitcoin to exceed $200,000 this year because supply is fixed at 450 new BTC per day while demand is rising from ETFs, new Bitcoin treasury companies, sovereign/strategic reserve accumulation, and potential short liquidations. He argues the old four-year halving cycle has been broken and the market is now in price discovery.
Crypto Assets
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Matthew Schultz has 2 trade ideas tracked on Buzzberg across 2 tickers since July 2025. Most covered: BTC, CLSK.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
