A) Bitcoin miners prospered initially but have now declined. With the upcoming halving and high hashrate, profitability is challenging. Many miners were purchased speculatively, betting on a Bitcoin ETF approval, since buyers lacked access to Bitcoin itself.
B) Rootstock (RIF) and Stacks (STX), Bitcoin-related projects, are doing alright but not extraordinarily. I still believe they and other Bitcoin ecosystems can thrive.
Lisk is performing well and could improve further. Tezos and EOS have struggled in comparison. EOS may be the best bet, as Block.One holds more BTC than MicroStrategy.
C) MicroStrategy performed excellently and could rally again. However, it has dropped substantially as Saylor keeps issuing stock to acquire Bitcoin. Once an ETF launches, MicroStrategy will lose its 'premium' as a Bitcoin proxy, and its stock may continue falling as they pursue BTC purchases.
D) Coinbase remains an immense buy, technically and fundamentally. Its business is booming, regulations are becoming more favorable, Binance is struggling, and Coinbase is expanding substantially.
E) We've had positive LEO news, as the hacker court case concluded, Bitfinex thrives, Bitfinex and Tether have strong US agency relations, and a founder recently sought to repurchase 150M in shares.
F) GBTC was one of the best trades, as we've discussed extensively.
G) BCH also surged tremendously.