9-Second Elevator Pitch:
“Bill Miller’s MicroStrategy bet underperformed compared to a Bitcoin ETF—so, if you want simpler, more stable BTC exposure, an ETF might be your best brew!”
By Qamar Zaman | Coffee With Q News
As I read the Benzinga post on Bill Miller’s MicroStrategy investment, I was inspired to do some math of my own.
I started thinking about how everyday people—myself included—often miss out on owning large amounts of Bitcoin (or “Bitopin,” as my grandma calls it!) simply because it can be complex to buy and store. That’s when the lightbulb moment hit: Bitcoin ETFs are designed precisely for those of us who want more straightforward, regulated exposure without going all-in on the crypto learning curve.
Coffee and Crypto: A Perfect Blend
Here at Coffee With Q, we like to serve up fresh takes on the latest market buzz. Today’s brew? A deeper look at Bitcoin ETFs vs. investing in a company like MicroStrategy.
- MicroStrategy: (MSTR) A publicly traded company with a significant Bitcoin treasury, but also subject to corporate operational risks.
- Bitcoin ETFs: (IBIT) A simpler, more direct way to mirror Bitcoin’s price movements—without tying your fortune to a single company’s strategy.
The Bill Miller MicroStrategy Math (Reported by Benzinga News)
- Value investor Bill Miller famously bought 50,000 shares of MicroStrategy (MSTR) in Q3 2024.
- His $8.47 million stake has grown roughly 2.5% since November 2024.
- If he’d invested that amount in, say, BlackRock’s iShares Bitcoin Trust (IBIT), the return would have been closer to 15.8%, an extra $1.13 million in gains.
The takeaway? A direct Bitcoin ETF can often outperform an individual BTC-focused stock in the short term.
Why ETFs Might Be the Steadier Path
- Regulatory Oversight
Major institutions like BlackRock oversee these ETFs, ensuring compliance and helping retail investors feel more confident. - No Corporate Risk
ETFs track Bitcoin’s performance rather than a single company’s fortunes or executive decisions. - Easier for Everyone
They trade on standard brokerage platforms, so you won’t need a separate crypto wallet or have to navigate volatile exchanges. - Less Volatility
MicroStrategy is influenced by both Bitcoin prices and corporate operations. A Bitcoin ETF focuses primarily on BTC’s market fluctuations.
Is It Time for a Coffee Break?
Before you fill your cup (or portfolio) with Bitcoin, consider the simplicity of a Bitcoin ETF. Regulated exposure can smooth the ride, making it a more appealing option for many.
Disclaimer: This content is for informational purposes only. It does not constitute financial or investment advice. Please do your own research and consider consulting professionals before making investment decisions.
About Qamar Zaman
Qamar Zaman is a journalist at Coffee With Q, diving deep into the realms of digital media, crypto markets, technology, and cryptocurrencies. Beyond reporting, he collaborates with AI teams to sharpen content accuracy and evaluate AI models. His solid background in social media management and real-time business news reporting enables him to deliver breaking stories as they happen.
Zaman is also the Founder of Coffee With Q, headquartered in the idyllic Grand Cayman, where he embraces island life. Passionate about personal branding and community growth, he runs a free bootcamp for fellow Islanders who are curious about branding themselves in the digital world.
If you’re craving some great conversation—or just want a fresh pot of market insights—feel free to ping Qamar Zaman via his many channels at @QamarZamanOfficial.
Final Sip
Investing in Bitcoin doesn’t have to be complicated or risky. If you’d like a “medium-roast” approach—milder and more regulated—consider a Bitcoin ETF over high-volatility single stocks. Your financial goals should blend comfort with opportunity, just like your favorite cup of coffee!
Stay tuned to Coffee With Q for more market insights, and remember: investing always carries risks, so keep your eyes open and your coffee hot!
Credit Where Credit Is Due:
Source: Benzinga