All eyes have been on Michael Saylor, founder and executive chairman of Strategy Inc. ( MSTR ). In recent weeks, as Bitcoin ( BTC-USD ) stumbles in what can now be confirmed as a bear market. Strategy, unsurprisingly, hasI started out as a crypto investor a decade ago and remain deeply active in the crypto space. I cover Bitcoin miners, digital asset treasuries, and crypto ETFs majorly, but I also seek alpha in tech equities, especially in emerging sectors like quantum computing and orbital intelligence. I ...

Group 1 - Bitdeer's vertical integration thesis is being validated after a period of market skepticism [1] - The analyst has a decade of experience in the crypto space, focusing on Bitcoin miners, digital asset treasuries, and crypto ETFs [1] - The analyst has initiated coverage on companies like SealSQ and Rezolve AI, which have shown significant returns since the initial coverage [1] Group 2 - The analysis emphasizes a focus on fundamentals, capital allocation, momentum, market structure, and management execution [1] - The analyst values constructive feedback and thoughtful disagreements to enhance the quality of analysis [1]

Group 1 - Cipher Mining (CIFR) has been performing well among Bitcoin miners in recent years, with a positive long-term outlook from analysts [1] - The analyst has a long position in CIFR and has consistently rated it as a Buy, reflecting confidence in the company's future performance [1] - The analyst emphasizes a focus on fundamentals, capital allocation, momentum, market structure, and management execution in evaluating investment opportunities [1] Group 2 - The analyst has initiated coverage on other companies such as SealSQ (LAES) and Rezolve AI (RZLV), which have shown significant returns since their initial coverage [1] - The analyst values constructive feedback and critical comments, indicating a commitment to improving analysis through community engagement [1]

Core Insights - HUT 8 Mining Corp. has received a Buy rating twice in the past year, indicating strong confidence in its performance and potential growth [1] - The analyst has a long-standing background in crypto investments and focuses on Bitcoin miners, digital asset treasuries, and crypto ETFs, suggesting a deep understanding of the crypto market [1] - The analyst has initiated coverage on emerging tech companies, such as SealSQ and Rezolve AI, with Buy ratings, highlighting a strategy to identify high-growth opportunities in the tech sector [1] Company Performance - HUT 8 Mining Corp. reported Q1 earnings in May 2025, which contributed to the positive outlook and Buy rating [1] - The analyst emphasizes the importance of fundamentals, capital allocation, and management execution in evaluating company performance [1] Market Trends - The focus on emerging sectors like quantum computing and orbital intelligence indicates a trend towards investing in innovative technologies that may offer significant returns [1] - The analyst's approach to seeking alpha in various sectors reflects a broader market strategy that values diversification and exploration of new investment opportunities [1]