RESEARCH / SELECTED U.S. PRODUCTS
Four research starting points across spot crypto, bitcoin derivatives, and blockchain equities. Different structures. Different questions.
Exchange-traded shares seeking to reflect the performance of bitcoin, before expenses and liabilities. The trust holds bitcoin; an ordinary share is not a personal wallet balance.
Exchange-traded shares seeking to reflect the performance of ether, before expenses and liabilities. Ether exposure is not identical to owning shares of an Ethereum-related business.
A bitcoin-linked fund using futures contracts and swaps rather than directly investing in bitcoin. Contract management and collateral are part of the investment experience.
An actively managed portfolio focused on companies involved in developing and using blockchain technologies. Its permitted investments can also include crypto-linked exchange-traded products.
Begin with the exposure you want to understand. IBIT and ETHA illustrate spot bitcoin and ether commodity trusts. BITO illustrates a bitcoin-linked derivatives strategy. BLOK illustrates an actively managed, primarily company-based blockchain strategy with permitted additional exposures. Listing them together does not mean they are interchangeable.
The directory preserves the issuer’s fee label. A sponsor fee is not automatically the same definition as a total expense ratio. Neither is a complete estimate of transaction costs or future tracking. Current prospectuses and trust documents take precedence over a static summary.
Each profile identifies its official source and research questions. Use the comparison table for a side-by-side view, then read the structure guide and cost guide before drawing conclusions.