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🔎 How Much Beta Will You Embrace?

May 19, 2025

📊 Daily ETF Overview

 

Off the back of last week’s crypto rally, the Crypto Industry Innovators ETF ($ETF) closed at new highs.

As markets continue their recovery, crypto remains a critical theme to watch. We’re treating Bitcoin ($IBIT) like any of the Magnificent 7 stocks, and its performance is underscoring that it’s a legitimate vehicle for a bullish tech thesis.

But it doesn’t stop with Bitcoin. A diversified basket of crypto stocks offers even more beta—more leverage to this growing trend.

 

 

This aligns perfectly with the broader speculative growth theme, where high-beta plays like these are likely to be rewarded if risk appetite returns in any meaningful way.

If the market continues its recovery, crypto stocks stand to benefit from both the tech tailwinds and the speculative growth rebound.

The question isn’t whether to consider crypto—it’s how much beta you’re ready to embrace if risk appetite comes back to life.