WGMI Valkyrie ETF Trust II CoinShares Bitcoin Mining ETF Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
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Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
10:00
Oct 16
Oct 16
Forward Guidance
Bitcoin miner equities are poor businesses.
Bitcoin miners are extremely capital-intensive, have repeatedly required outside capital or restructurings, and are poor business models for equity holders. He has been warning about this for ages.
WGMI
Valkyrie ETF Trust II CoinShares Bitcoin Mining ETF
Avoid
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19:31
Sep 17
Sep 17
The Block
Bitcoin miners pivot to AI, get rerated.
Bitcoin miners are pivoting to AI/HPC because they own scarce powered land and can attract lower-cost capital. Ripping out ASICs and installing GPUs has re-rated miner stocks into AI stocks, and this is a logical response to the fact that mining is a cost-of-capital game with fixed BTC rewards.
WGMI
Valkyrie ETF Trust II CoinShares Bitcoin Mining ETF
Long
1ST
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21:06
Aug 04
Aug 04
Yet Another Value Podcast
Bitcoin mining is a terrible business
Bitcoin mining is a poor business, possibly the worst ever invented, so he is negative on the legacy mining economics; the value in these companies is their power assets if they transition to AI data centers.
WGMI
Valkyrie ETF Trust II CoinShares Bitcoin Mining ETF
Avoid
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About WGMI Investor Commentary
Across the available history and selected sources, Buzzberg tracks WGMI (Valkyrie ETF Trust II CoinShares Bitcoin Mining ETF) across 17 sources: 22 bullish vs 0 bearish calls from 28 authors. Historical directional balance: 42% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 53 total trade ideas tracked. Past 7 days, before deduplication: 4 other directions. Latest voices: Quinn Thompson, Meltem Demirors, Andrew Walker.