We considered direct equity exposures including Figure Technology Solutions, Circle Internet Group, Coinbase, Robinhood, and an Ethereum proxy, but each name concentrates exposure in a single segment of the blockchain theme. Circle is more tied to stablecoin rails, Figure links to tokenized lending and real world assets, Coinbase and Robinhood are platform plays, and the Ethereum proxy offers pure protocol tracking. That dispersion across subthemes reduces the appeal of a single-name approach for a conviction on broad infrastructure adoption.
Trade Setup
Ticker
BLOK
Price
Support
Target 1
Progress
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