This is a segment from the Forward Guidance newsletter. To read full editions, subscribe.

When examining crypto stocks, chatting with a co-portfolio manager of the long-running blockchain-focused Amplify Transformational Data Sharing ETF (BLOK) makes for a good convo.  

Dan Weiskopf told me he’s more optimistic about 2025 now than he was about this year at the end of 2023.

A main reason? The “crazy opportunity” for BLOK investors that’s set to come as more pure-play crypto companies go public. 

Some expect stablecoin issuer Circle could be among the next to do so. Weiskopf also has his eye on Figure Technologies.

While a few more bitcoin miners could also…

Read more on Blockworks