Shyon
08-30
I prefer infrastructure exposure — mainly stablecoins and exchanges. Stablecoins have limited upside but offer steadier returns, while exchanges like $Coinbase Global, Inc.(COIN)$ & $Robinhood(HOOD)$ provide more sustainable plays as institutions drive trading. This gives me crypto exposure without too much risk.

Miners and treasuries are high-risk side bets. Miners might gain from lower energy costs but remain tied to Bitcoin’s swings. Treasuries like $MicroStrategy(MSTR)$ carry big upside but act like leveraged crypto, so I’d only take small positions. Between Coinbase and Robinhood, I see Robinhood ahead thanks to diversification and its broader user mix.

For $BitMine Immersion Technologies Inc.(BMNR)$ lock-up, I’d be cautious since pressure usually leans downward. Overall, I focus on scalability, regulatory resilience, and balance sheet strength when selecting crypto stocks — favoring models that endure cycles over chasing extreme volatility.

@Tiger_comments @TigerStars

What Should You Watch When Investing in Crypto Stocks?
Recently, the hype around crypto-related stocks has cooled, but some believe that the crypto bull market is not yet over during Trump’s term. However, the performance of crypto stocks has diverged significantly. With BMNR’s lock-up shares set to be released on 9/2, should investors exit early? What key points should be considered when selecting crypto stocks?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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