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Hey there! My name is Nono and I'm a writer for WOLF Financial. If you are looking for more crypto-related content, I guarantee you’ll enjoy my content on 𝕏, @noahmajor1776. Thanks for reading!
One of the biggest gifts crypto has given to early adopters is the absolute asymmetric upside it has boasted.
Sure you may come from TradFi (traditional finance as we degen lowlifes call it), so you might not want to tell your buddies that you have any crypto exposure, but I’m here to help you get exposure to the upside while not directly touching it!
VanEck Digital Transformation ETF (DAPP)
DAPP is an ETF by VanEck that gives you crypto industry exposure through crypto-centric equities like Microstrategy (MSTR), Coinbase (COIN), and a host of Bitcoin Mining Stocks (MARA, RIOT, CLSK).
The ability to have this in a tax-free account, for your or your kids, and receive dividends while growing at a rapid rate is unbelievable.
In January 2023, it was hovering between $2 and $3. It is now sitting comfortably at $15. I like this because it doesn’t give you too much altcoin exposure, and mostly depends on companies that depend on Bitcoin as an asset. It came out at a mispriced valuation (negatively) in 2021, and has been finding its footing since then. It’s a great long-term buy and will add great digital asset exposure to your portfolio.
Holding DAPP gives you exposure to the entire IPO portion of the crypto industry, from miners to infrastructure companies, to Bitcoin Maxi companies like Microstrategy. Anyway, you pitch it, if you want exposure, this is your play.
Microstrategy (MSTR)
You know I can’t not talk about one of the most exciting equities in the world ever since the U.S. dollar became soft money.
This stock has consistently mystified skeptics as a profitable Software-as-a-Solution (SaaS) company that offloads almost all of its money into Bitcoin. Never has another company been singularly based to consistently buy and hold the hardest asset in history. It’s not to say that Microstrategy doesn’t have a cyclical price action similar to the four-year crypto cycles, but it has a massive amount of available upside if you can take advantage of it.
It’s all based on the principle of borrowing the softer currency to hold more of the harder currency.
Sure Blackrock has also been heavily accumulating Bitcoin for some time now, but Larry Fink had to be convinced over and over again, whereas Michael Saylor has been heralded as the Bitcoin Alchemist of our time. Just to be clear, this is covered in the above ETF (DAPP) but is interesting enough to list on its own.