Shyon
07-11
I think the move by companies like SBET, BTBT, BTCM, and DFDV into ETH and SOL is bold but strategic. While Bitcoin is still the gold standard, Ethereum and Solana have real utility in DeFi and smart contracts, making them strong long-term plays. These firms are trying to position themselves ahead of the next big crypto wave, not just following the crowd.

That said, I still trust giants like MSTR and COIN more. MSTR's focus on Bitcoin has paid off, and COIN gives broader exposure to the crypto space with less risk. They're more stable and proven, especially in volatile markets, so I view them as safer choices for steady crypto-linked gains.

Personally, I prefer a balanced mix. Crypto ETFs offer easy exposure without technical hassles, while forward-looking companies like BTCM or DFDV could offer big upside. As for who’s next, I wouldn’t be surprised if fintech names like Block (SQ) or Robinhood (HOOD) start adding ETH or SOL to their reserves soon.
@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?
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