Opto Sessions – Invest in the Next Big Idea Blockchain Stocks to Watch in 2025
Jan 31, 2025
Christian Magoon, CEO of Amplify ETFs, offers a treasure trove of insights into blockchain investing. He delves into the performance of blockchain stocks and the anticipated effects of the Bitcoin halving cycle. Magoon highlights the disparities among Bitcoin miners and identifies promising stocks like Core Scientific and CleanSpark, showcasing their innovative strategies for growth. He emphasizes the potential of blockchain technology beyond cryptocurrency, hinting at a transformation reminiscent of the early internet days.
AI Snips
Chapters
Transcript
Episode notes
2024 Shifted To A Bullish Blockchain Phase
- 2024 was mixed but turned bullish after US spot Bitcoin ETFs and the April halving boosted the space.
- Amplify's BLOK returned ~50% in 2024 with a three-year annualized ~25% showing strong recent momentum.
Blockchain Has A Natural Barbell Structure
- Blockchain equities split between crypto-sensitive miners and less-correlated technology/payment companies.
- That barbell mix reduces volatility versus holding only crypto-sensitive names.
Prefer Transactional And Balance-Sheet Exposure
- Watch transactional players like exchanges, processors, and card networks for durable blockchain exposure.
- Consider companies with balance-sheet crypto exposure and funds holding spot ETFs to gain diversified crypto access.