A New Gateway to Get Bitcoin Exposure

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The SEC has approved MSTX, the first leveraged single-stock ETF targeting MicroStrategy, a company known for its significant Bitcoin holdings. This approval is a key moment for both traditional and crypto markets, as MSTX increases MicroStrategy’s daily stock movements by 175%, offering investors a more powerful way to gain exposure to Bitcoin through MicroStrategy’s large holdings.

SEC Approves First Leveraged MSTX ETF

The U.S. Securities and Exchange Commission (SEC) has given the green light to MSTX, a leveraged ETF issued by Defiance ETFs. Unlike traditional ETFs, MSTX offers investors the chance to gain 175% of MicroStrategy’s daily stock movements. 

MicroStrategy, under the leadership of founder Michael Saylor, has become one of the largest corporate holders of Bitcoin, with approximately 226,500 BTC on its balance sheet as of Q2 2024. 

The company’s strategy of using debt to purchase Bitcoin has already made its stock a leveraged play on Bitcoin.

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Unique Opportunity with a High-Risk Factor

Meanwhile, Sylvia Jablonski, CEO of Defiance ETFs, highlighted the ETF’s potential for those seeking to maximize their leverage on Bitcoin. She explained that MicroStrategy’s stock has a higher beta compared to Bitcoin itself, making MSTX an attractive option for investors looking to intensify their exposure to the cryptocurrency market through an ETF.

However, the fund carries a significant management fee of 1.29%, which reflects the high-risk, high-reward nature of this investment.

Impact on the Crypto Market

The approval of MSTX comes as the SEC has recently started allowing leveraged single-stock ETFs after years of rejections. While other leveraged equity ETFs, like those focusing on Tesla and Apple, have remained a small niche, MSTX aims to stand out by linking to the Bitcoin market through MicroStrategy’s holdings. 

Eric Balchunas, a Senior ETF Analyst at Bloomberg, commented that MSTX might become “the most volatile ETF available in the U.S. market.” This volatility could either attract risk-tolerant investors or deter those wary of its potential downsides.

The success of MSTX will depend on investor interest and how MicroStrategy performs as a Bitcoin proxy.





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