What weighting would you want in $BTC (-0,81 %) or in cryptocurrencies in general? I often hear that the weighting should be around 10% due to the high risk. My weighting in Bitcoin is now around 12 %.

The world is changing faster and faster. Retail investors currently have little interest in Bitcoin, while "whales" and large investors are trying to accumulate more and more Bitcoin. $MSTR (+3,61 %) continues to hoard Bitcoin. Trump wants the USA to hold 1 million BTC over the next few years. Allegedly, many other countries (and US states) are also interested in a strategic Bitcoin reserve. These are actually bullish signs that you should definitely invest as much as possible in Bitcoin so that you are not left behind later. Some YouTubers say that even 0.1 BTC would be enough to create enough wealth for themselves and future generations in a few decades so that they no longer have to work.

The hype in the Bitcoin bubble therefore seems to be very high, while many small investors are only aware of little of it. If this is the case, the Bitcoin weighting should be increased significantly, shouldn't it? At best at least 50%? This is not intended to be investment advice or "financial pornography" on my part, but I find it astonishing how bullish the crypto bubble currently looks and that hardly anyone is interested. People are waiting for the next bull run. Is it all just a huge bubble that's about to burst? I don't know, but I will increase my weighting to 50%.

What is your opinion on this? Is Bitcoin an asset that should definitely have a high weighting, or is it just a pump and dump attempt or a bubble that will burst soon enough?

Mohawk Industries presents results for the first quarter

Mohawk Industries, Inc. $M1HK34 presented its financial results for the first quarter of 2025 on May 3, 2025. The net profit of 73 million US dollars means earnings per share of 1.15 US dollars. Adjusted, the net profit is even higher at USD 96 million, resulting in adjusted earnings per share of USD 1.52. Net sales amounted to 2.5 billion US dollars, a decrease of 5.7% compared to the previous year. Jeff Lorberbaum, Chairman and CEO, explained that sales were impacted by two shipping down days and negative exchange rate effects. Despite these challenges, productivity increases and restructuring measures had a positive impact on earnings. To boost investor confidence, Mohawk also bought back 225,000 shares for around USD 26 million. However, the uncertainty caused by announced tariffs, particularly on products from China, remains a negative factor for market conditions. Adjusted earnings per share of between USD 2.52 and USD 2.62 are expected for the second quarter.

MicroStrategy shares higher on the NASDAQ: Strategy remains despite red figures

In the USA, MicroStrategy $MSTR (+3,61 %) published its quarterly figures on Thursday after the close of trading, which once again show red figures. In the first quarter of 2025, earnings per share amounted to -16.49 US dollars, which is significantly below analysts' expectations of -1.08 US dollars. Revenue amounted to USD 111.1 million and fell short of the previous year's figure of USD 115.3 million. Despite these financial challenges, the company remains committed to its Bitcoin strategy and plans to further expand its holdings. Last quarter, MicroStrategy acquired 301,335 bitcoins, bringing its total holdings to an impressive 553,555 bitcoins. The company has raised its Bitcoin return target to 25% and is aiming for a Bitcoin profit of 15 billion US dollars by 2025. Investors did not fail to react: The share price temporarily rose by 4.48% to 398.69 US dollars.

Sources:

https://www.finanzen.net/nachricht/aktien/gnw-news-mohawk-industries-legt-ergebnisse-fuer-das-erste-quartal-vor-14446089

https://www.finanzen.net/nachricht/aktien/bitcoin-statt-software-strategy-aktie-dennoch-staerker-bitcoin-hodler-strategy-schreibt-weiter-deutliche-verluste-14435604

$MSTR (+3,61 %)

https://www.thestreet.com/crypto/markets/michael-saylors-strategy-reports-massive-first-quarter-earnings#:~:text=The%20company%20increased%20its%20capital,gain%20target%20to%20%2415%20billion.

Forget MSTR - here comes $CEP!

Cantor Equity Partnersthe new SPAC from Twenty One, is fully committed to Bitcoin - just like MicroStrategy ($MSTR) (+3,61 %) back then. Only that $CEP starts in 2025 - the perfect moment for the next Bitcoin explosion!

📈 Why CEP now?

• Fresh, hungry, uncompromisingly focused on Bitcoin
• Validation by an experienced strategist (Twenty One)
• SPAC structure = enormous upside with little legacy ballast
• "$MSTR 2.0" potential - but earlier, cheaper, faster

CEP is not a copy. It is evolution. Who missed the $MSTR (+3,61 %)-train now gets an upgrade to the fast lane. 🚀

#BitcoinMaxi
#SPACSeason
#WallstreetbetsSwitzerland

Not new, but still interesting:

In the foreseeable future, the SNB is unlikely to build up a Bitcoin reserve or buy it directly. $BTC (-0,81 %) directly. Funnily enough, however, it holds a position in MicroStrategy ($MSTR (+3,61 %) ) - and is thus indirectly invested in Bitcoin ($BTC (-0,81 %) ) indirectly.

Watson: https://www.watson.ch/international/bitcoin/353483007-snb-chef-spricht-sich-gegen-bitcoin-als-reserve-aus

X: https://x.com/misterrcrypto/status/1914640827923738676

Cash: https://www.cash.ch/news/top-news/weshalb-die-schweizerische-nationalbank-indirekt-in-mehr-als-500-bitcoin-investiert-ist-777393

It's getting wild again😂

Under the leadership of Brandon Lutnick - the son of the current US Secretary of Commerce and chairman of the investment bank Cantor Fitzgerald - the Japanese SoftBank Group, the stablecoin giant Tether and the crypto exchange Bitfinex are cooperating to invest billions in $BTC (-0,81 %) to invest billions in A company called 21 Capitalwhich will hold around 3 billion US dollars in Bitcoin from the outset and serve as a listed "Bitcoin purchase vehicle".

21 Capital is to be founded from the outset with the sole purpose of buying and holding Bitcoin👀

21 Capital is designed as an acquisition company for Bitcoin - comparable in essence to the business model of $MSTR (+3,61 %). It will be implemented via SPAC Cantor Equity Partners. This listed shell company has raised US$ 200 million in fresh capital and will merge with a new company - 21 Capital. This SPAC deal means that 21 Capital can be listed directly on the stock exchange without a traditional IPO:

According to the Financial Times and official figures, the initial bitcoin investment adds up to around 3 billion US dollars. Specifically, Tether is providing US$ 1.5 billion, SoftBank US$ 900 million and Bitfinex US$ 600 million - each in the form of Bitcoin transfers to the new company. These Bitcoin transfers are valued at a reference price of USD 85,000 per BTC, and in return the partners receive shares in 21 Capital at a price of USD 10 per share. Through this structure, investors effectively swap part of their Bitcoin holdings for ownership shares in the new company.

As a result, 21 Capital will launch with over 42,000 BTC and become the third largest Bitcoin treasury worldwide, behind $MSTR (+3,61 %) and $MARA (+7,73 %) and .

It was also announced that none other than Jack Mallers (founder of Strike) will take on the role of CEO.

Investment strategy: build up and expand Bitcoin reserve

Similar to the Strategy model, 21 Capital will not stop at the initial investment, but will continue to buy more Bitcoin. The business model of a "Bitcoin Treasury Company" consists of raising fresh money via the capital markets and converting it into BTC. Accordingly, the Lutnick consortium is already planning additional financing measures: An issue of convertible bonds worth USD 350 million is planned, as well as a private placement of shares worth USD 200 million in order to acquire more Bitcoin on the market in the next step. According to the official update, the target figures for the bond have even been raised to USD 385 million. This mix of debt and equity is exactly in line with the strategy MicroStrategy has pursued in recent years - Michael Saylor has repeatedly diluted shares and issued bonds to increase his company's Bitcoin position. The press release states that the company is designed to accumulate as much Bitcoin as possible and to steadily increase the Bitcoin holdings per share.

This means that future capital increases will be consciously accepted (even if they dilute the shares of existing shareholders) as long as the fresh capital is used to acquire more BTC. This should be worthwhile for shareholders, as every dollar invested increases the value of the Bitcoin treasury disproportionately - and therefore the share value in the long term. Or as Jack Mallers puts it: "We believe Bitcoin is the answer, and Twenty One is the way we are bringing that solution to the public markets. Our mission is simple: we want to become the most successful company in Bitcoin... A public stock built by Bitcoiners, for Bitcoiners".

There is no traditional core business; growth is to be generated exclusively through value appreciation and the increase in Bitcoin reserves.

What do you think?

https://www.ft.com/content/501210ad-d39b-4d7b-b649-bbd08ceffe6f

Boy, oh boy. Donnie's circle raked in billions today.

$VUSA (+1,92 %)
$CSNDX (+2,14 %)
$NVDA (+2,01 %)
$RH (+6,8 %)
$MSTR (+3,61 %)