Is This the Golden Goose 🪿 of 2025?
Have you seen our crypto course? 🤔
Note: Please read our disclaimer at the bottom of the article.
#StrongHands 🙌 #BOP 🚀 Nation Update ️️️️️️️️️️️️️️️️️️️❤️️
Hi, I’m Paul Mampilly.
Welcome to my company's Substack, where we provide daily coverage of #OGI (opportunity, growth, and innovation) market trends, macro level analysis, and stock picks.
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Paul: The Best Performer of 2025 🥳
It’s almost that time of year again . . .
The time to optimize portfolios as we head into the new year! 🎊
And if I’m being honest, I can’t help but watch one sector that I believe will produce the best-performing stock of 2025.
There are no guarantees, but I like the odds of this playing out . . .
Especially because the thesis for this sector making new highs is straightforward.
In my experience, a simple thesis is attractive to potential investors.
As you likely know from following ATG Digital, critical factors to consider when speculating on a stock’s performance are its value/growth, scarcity, and demand.
Well, one sector is showing all three of these performance drivers . . .
The Hottest 🔥 Sector of the Year
I’m referring to Bitcoin USD (BTC-USD) miners.
You see, these have a simple business model: mine BTC as efficiently as possible.
This requires miners to utilize stocks of rigs that work non-stop, hashing to earn BTC as a reward.
That’s because the difficulty of mining BTC grows over time.
To capture the most BTC rewards, miners must optimize their rigs to achieve the highest capability of solving complex mathematical problems.
Rigs, as a result, must be upgraded regularly.
Confused? 🫨 Don’t Worry!
Before we get into the nitty-gritty of things, I have something to say . . .
If you’re on the fence about crypto — or still don’t quite understand it — you’re not alone.
In fact, I put together a course just for you! 👇
In it, I break down everything you need to know in order to become a crypto connoisseur.
For all the details, simply click here or on the image above!
The TLDR on Crypto Miners ⛏️
In the end, it’s a simple business to understand: Mine efficiently at the lowest cost to generate the highest rewards.
At the time of writing (Friday, November 15), BTC average mining prices were a bit under $83K.
That means at current market prices of about $90K, miners are making about $7K per BTC mined. That’s a tiny profit margin of 1%.
So, where’s the big opportunity I’m referring to?
I still believe that BTC will soar to $1 million, or more, by the end of next year.
Now, this is an estimation, and it may not align with your BTC predictions, which is fine.
However, at BTC’s peak price in 2025, the profit margin for miners could explode!
For example, at the 2017 peak, miners’ costs were just 13% of the market price.
That means their profit margin was 87%. Huge!
During that cycle, BTC peaked near $20K, which means miners were making $17,400 per coin.
Assuming my BTC prediction for $1 million comes true, miners could be making nearly $800K per coin, at an 80% profit margin.
The two important factors in determining profits are the price of BTC and the miner’s profit margins.
The biggest miners have the best operations due to having strong balance sheets to purchase the best miners and the largest warehouses.
They also tend to locate their rigs in locations with the lowest energy costs, giving them the highest chance of making big money.
However, some of the smaller miners could generate very large gains as well because they’re leveraged bets on BTC.
MARA 0.00%↑ Could Jump 40X in 2025
The biggest, most established mining company is MARA Holdings Inc. (Nasdaq: MARA).
It has the highest capacity and is producing about 717 BTC per day.
At current prices, that’s about $64 million.
However, at $1 million per BTC, it could generate $717 million per month, or $8.6 billion a year.
At the peak of the 2017 cycle, MARA 0.00%↑ traded for nearly 50X its annual sales.
I doubt it’ll trade that high in this cycle . . . however, in my judgment, 30X sales is definitely in the cards.
At that level, MARA 0.00%↑’s market capitalization would be approximately $250 billion. From its current level of $6 billion, this would represent a jump of 43X!
MARA 0.00%↑ also amassed a BTC treasury of 27,562 coins. This is a new development.
What’s more: In previous cycles, miners didn’t do this.
At current BTC prices, this is worth a bit under $2.5 billion. At $1 million per BTC, it would be worth nearly $28 billion.
Only Time Will Tell 🔮
I’m aware that many of you think BTC going to $1 million seems ridiculous.
But this sort of skepticism always dominated the crypto market as BTC surged from $100 to $50K — and beyond.
Now, BTC is on a path toward $100K!
That said, we don’t need BTC to hit $1 million for miners to skyrocket.
Even modest performance from BTC in 2025 could deliver huge profits!
Still, I’ll say that we have a better than 50% shot of BTC seeing $1 million at the peak in this cycle.
If that’s right, MARA 0.00%↑ and the entire sector are likely to be the best-performing stocks in 2025.
You’re probably wondering what my number one bet is . . .
Well, we’ll have to wait to find out.
We own a variety of miners, both big and small across the Gold and Diamond Tiers.
For access, commentary, and guidance on stocks on the forefront of what we believe is a massive opportunity entering 2025, click here to find a portfolio that fits your investing needs!
#GBC100: Monday, November 18, 2024
The #GBC100 is up 2.47% today.
Created on September 22, 2022, the #GBC100 is an index/portfolio comprised of opportunity, growth, innovation, and crypto-related investments.
Our goals with the #GBC100 are twofold . . .
First, we want readers to get a sense of what our investments are doing in the market, because they can sometimes perform very differently than traditional indices (like the S&P 500 or Nasdaq 100).
Second, we’d like to eventually turn the #GBC100 into an ETF.
That way, instead of owning hundreds of growth stocks, you can get exposure to ATG Digital thinking — in opportunity, growth, innovation, and crypto — all in one place.
To learn more or to express your support for the launch of an ETF (by completing a poll), click here.
Tomorrow: Dan will cover a metal miner . . . ⛏️ Don’t miss out!
Speaking of Dan, in Friday’s Substack, he discussed insurance company Lemonade Inc. (NYSE: LMND). 🍋
And one reader had this to say:
Anthony, you’ve got that right!
Because even when you miss out on a trade, there’s always another on the horizon. 🌅
We hope you stay #BOP (bullish, optimistic, positive), ATG Nation! 💪
On Monday, November 18, 2024, we look forward to the next incredible opportunity in the market. 🫡
❤️ This Substack was made — by US, for YOU — with love. ❤️
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Disclaimer/Legal Stuff Written in Plain English
What you read/watch/hear is OPINION, not financial/investment advice. Treat it no different than when you read/watch/hear your favorite author/YouTuber/podcaster. Despite our best efforts, we get things wrong and make mistakes. Investing is risky. There is no guarantee you will make money. Your investments may lose value. That’s RISK. Past performance is no guarantee of future results. Employees, contractors, and owners of ATG Digital, LLC own/trade/transact in the stocks, options, and crypto that are the subject of our trade alerts, updates, reports, and commentaries. We cannot give you personalized financial advice because we are NOT financial advisors. It’s on you to decide how much/when/what to buy/sell based on YOUR financial needs, plans, and risk preferences. There are no guarantees. Loss of your capital is an outcome that you should evaluate carefully with a financial advisor before you trade, speculate, or invest. It's your money and your responsibility.
Paul, this was a VERY VALUABLE substack! I appreciate when you quantify what it would mean to other companies if BTC hits said price. I realize it's an estimation, but it at least gives us a ballpark valuation for these companies! Thank you!!