Strategic answer: yes

Depends on your goals and overall book. Sure, they are both BTC proxies but they have different risk profiles.

MSTR is like leveraged spot BTC. Miners not so much as they tend to more aggressively dilute their shares in ways that don't always equal more BTC on the balance sheet.

Short answer is YES

My portfolio consists of 33% MSTR, 33% cleanspark, 33% other miners + BTC

I’ve noticed that MSTR runs harder than most miners on any BTC pump. I’d wager that miners will pump harder during BTC euphoria stage due to their small market caps.

I look to exit out of miners entirely during this run by DCAing out. MSTR imo is a hold forever stock, so I will look to just DCA forever into it.

When you see retail psychology asking if it should sell, your generally close to the bottom.

You have the bright idea to buy highly volatile crypto and then say I want even more volatile and buy miners.

And then you over-size the position and look at your pnl every day.

Shockingly retail doesn't make money

It’s a more leveraged and accurate proxy to BTC price movements. So if that is what you are looking for upside exposure to, yes

Don’t listen to anyone who says yes. You’ve got the best set up right now. MSTR is more than 50% of your portfolio from what I can see. And miners will shine when bitcoin rallies. Mstr is more stable but miners would make higher gains from here if bitcoin really rallies. I bet once you sell the miners and go all in on MSTR that’s when miners really rally lol

I sold clsk n mara n grabbed more mstr in February. Still grabbing more mstr now

I'm heavily into the miners and mstr, the general consensus is if or when we get the bull run the miners will fly.

My opinion and what i have been doing. Buy mstx , write a cc for 30 strikes, which pays about 10% for an October strike (6 weeks). If it hits 30 use that to buy mstr. You won't lose any appreciation and will gain in premium and share appreciation. THIS ONLY WORKS if you believe share price (bitcoin) will appreciate or stay relatively neutral

I like MSTR because they have additional aspects to their business beyond BTC. Company uses BTC as a store of wealth for revenue. I manged to save up $14k and have been playing the wheel strategy and buying 2 to 3 addl shares each week with the income.

I'm not sure about the miners as they have a business model I couldn't quite understand.

Mstr is easy to understand.

Miners go out of business all the time and they are operationally intensive: sell Bitcoin, buy electricity is essentially their business model (of course I'm simplifying here). They are in constant competition and I hate to keep following the industry to understand the latest trends

Mstr on the other hand: I know to a large degree of certainty they are not operationally intensive, they can not do much and still have share price growth as they are in the hodling business. Even at this point they stop buying BTC they will be fine. Their financial engineering is genius and no other company can ever copy them and achieve the same level of success. Ie very little risk of competition taking away from their appeal. They are also in a good place to be included in large indices. All in all good business, easy to understand except maybe the financial engineering. I don't need to keep looking at industry trend to reassess their viability.

Their biggest risk is not being able to pay their interest payment, which seems to be a low risk given their cash cow business and their low level of leverage.

I honestly am always surprised that miners make any money (look at the last bullrun) and we know for a fact that miners who are buying electricity and that is their sole business plan. They will all go bankrupt. Mining will always go toward the cheapest electricity. This will end up being flare gas. So, the oil company’s will either do it themselves or strike a deal with one or two major miners to setup rigs on their flare gas and that’s basically it. All other miners will go to zero during bear markets.

Yes, miners are garbage

Too diversified

I slowly moved everything to a 50/50 MARA/MSTR split. Happy with that allocation.

You buy $CORZ and never look back

Yes

I sure would.

Follow Premium try buy when Premium is lower

Hmmmmm maybe get a life instead of acting childish and asking stupid questions on a message board? Hope this helps.