Jarra

Won a Kamelenrace | BFF @GEKKEGERDAA

[DoopieCash® @DoopieCash]

Bitcoin-Exposed Stocks: A Strategic Comparison
$SMLR | $MSTR | $MTPLF | $MARA | $RIOT | $COIN
Which offers the best long-term position?
Let’s evaluate each by fundamentals and exposure 👇

$SMLR – Semler Scientific
Sector: Healthcare
BTC Holdings: ~581 BTC (May 2025)
Shifted treasury into BTC, no operational link to crypto.

✅ Novel diversification
❌ No synergy with core business
Verdict: Opportunistic play, not structurally aligned

$MSTR – MicroStrategy
Sector: Software (nominal)
BTC Holdings: 580,250 BTC (~$64B)
Business is now almost entirely Bitcoin-focused

✅ Strong BTC proxy, conviction play
❌ No meaningful revenue outside BTC volatility
Verdict: High-leverage BTC bet, low diversification

$MTPLF – Metaplanet (Japan)
Sector: Diversified Holdings
BTC Holdings: 7,800 BTC ($860M)
Similar strategy to MSTR, but in a smaller Asian market

✅ Fastest-growing Bitcoin-holding firm
❌ Thin liquidity, geopolitical risk
Verdict: High beta with international risk layer

$MARA – Marathon Digital
Sector: Bitcoin Mining
BTC Holdings: 48,237 BTC (~$5.3B)
Owns mining infrastructure, strong public miner

✅ Leverages BTC price upside
❌ Exposed to energy costs, halving cycles
Verdict: Operational exposure, cyclical margins

$RIOT – Riot Platforms
Sector: Bitcoin Mining
BTC Holdings: 19,211 BTC (~$2.1B)
Similar play to $MARA with smaller capacity

✅ Pure BTC miner
❌ Operational volatility, limited upside if BTC stagnates
Verdict: Tactical BTC price tracker with mining risk

$COIN – Coinbase Global my pick. And here’s why:
Sector: Crypto Infrastructure
BTC Holdings: 9,267 BTC (~$1.02B)
Business: Exchange, custody, staking, cloud, L2 (Base)
✅ Revenue from services, not just BTC
✅ Gateway for institutions
✅ Institutional growth, compliance lead
✅ Expanding ecosystem (Base, USDC, Wallet)
✅ Scales with the entire crypto industry, not just BTC
Verdict: Most diversified, scalable, and durable exposure to digital assets.

Bottom line, this is how I would rate the companies above:

$COIN > $MSTR > $MARA = $RIOT > $SMLR > $MTPLF

What do you think...? 🤔

[Jarra @JarradeR]

@Poseidxnnn @IVTemp @NeaasSY Dat waren nog eens tijden

[Jarra @JarradeR]

@IVTemp @NeaasSY

[Jarra @JarradeR]

@NeaasSY @IVTemp Maak mij niet boos ik ga die divince laten ontploffen💣

[Jarra @JarradeR]

@halkoocod @NeaasSY we gaan die divince laten ontploffen💣😤

[Jarra @JarradeR]

@halkoocod 😂😂😂

[Jarra @JarradeR]

@halkoocod @Decahl @Euphoria43_ @vFungii @AyxubbCoD Gelijk pf veranderen😂

[Jarra @JarradeR]

@halkoocod @Decahl @Euphoria43_ @vFungii @AyxubbCoD Voor een young entrepreneur heb je wel een zieke pf foto

[Jarra @JarradeR]

@Decahl @Euphoria43_ @vFungii @halkoocod @AyxubbCoD Wat heb ik toxic twitter gemist zeg

[Jarra @JarradeR]

@NeaasSY Ja broer

[Jarra @JarradeR]

Spelen er nog gametimers ranked?

[Jarra @JarradeR]

@NeaasSY @romansgeeked Op doekoe bro

[Jarra @JarradeR]

@9SILLY @NeaasSY Denk t niet😂

[Jarra @JarradeR]

Mw3 ziet er wel leuk uit eigenlijk🫣😳

[Jarra @JarradeR]

@Kapotschieter 😅

[Jarra @JarradeR]

Bets voor vnv?

[Jarra @JarradeR]

@IVTemp Wat is hier gebeurd

[Jarra @JarradeR]

@Paak240Hz @CriminalsORG Pakitoooooooo

[Jarra @JarradeR]

Wie heb die divince filmpjes ik moet
Die hebben!?