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Marathon Digital: Why We Hold — and Why Patience May Soon Pay Off

We initiated our position in Marathon Digital (MARA) on November 8, 2024. From the outset, our view has been that Bitcoin miners would eventually have their moment in this cycle. The stock did experience a brief run not long after we entered, but that wasn’t the move we were targeting. Our conviction remains that when the real move comes, MARA will be at the front of the pack — and the market will reward miners not just fairly, but meaningfully, after having overlooked them for so much of this cycle.

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    This content is for informational and educational purposes only and does not constitute financial, investment, or legal advice. We are not licensed or registered as financial advisors with any regulatory authority, including the AMF (Autorité des marchés financiers). Any reference to past performance is historical and not a reliable indicator of future results. All investment decisions involve risk, and you should consult a qualified professional before acting on any information presented.

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