The Curious Case of IREN: Can The Neocloud Win Back Investors After A 50% Stock Slump From Its November Peak? Long-term contracts, GPU expansion, and analyst optimism suggest upside despite fragile neocloud economics and margin risks.
Bitcoin Retail Traders Split On Timing Of Next All-Time High While Sentiment Turns ‘Extremely Bearish’ According to Stocktwits poll, most retail traders on the platform expect Bitcoin’s next all-time high in March, though the spread across other timeframes was narrow.
Bitcoin Dips Below $86,000 While XRP Leads In Losses Among Major Tokens Despite substantial price drops, crypto market sentiment remained risk-off, with forced long liquidations driving selling pressure rather than panic exits.
Gold Is Up 65% YTD, But Howard Marks Says The Case For Owning It Can Be ‘Superstition,’ Not Intrinsic Value The Oaktree co-founder, also known for his investment memos, voiced his opposition to Bitcoin, diamonds, and gold for lacking an intrinsic value.
Bank of Japan’s Reported Rate Hike Could Put Bitcoin Under Stress, Say Analysts Traders are on edge after a Nikkei report said the Bank of Japan is poised to hike rates for the first time in 11 months to levels not seen since 1995.
Bitcoin Hashrate Drops 8% – Nano Labs CEO Estimates 400,000 Miners Now Offline In China’s Xinjiang In a post on X, Nano Labs CEO Jack Kong said roughly 400,000 Bitcoin mining machines went offline in Xinjiang, cutting 100 EH/s from the global network.
‘Solana Is Bitcoin 3.0’ – CIO Of Europe’s Oldest Crypto Fund Calls BTC ‘Unusable’ In Comparison To SOL In a post on X, Justin Bons called Solana “Bitcoin 3.0,” saying it outperforms Bitcoin on technical and economic metrics when measured.
Michael Saylor Revives ‘Orange Dot Day’ Signal After Bitcoin Slips Below $90,000, Hinting At MSTR Accumulation Strategy recently completed its largest Bitcoin buy since late July and remains the largest corporate holder of the apex cryptocurrency.
Solana Outperforms Bitcoin, Ethereum After Firedancer Validator Goes Live On Its Mainnet In the last 24 hours, there were $255.07 million worth of liquidations in the crypto market, according to CoinGlass data.
Anthony Pompliano Says Fed Liquidity Move Could Lift Bitcoin And Tech Stocks, But Weigh On The Dollar In a Substack post, Pompliano stated that the return of quantitative easing is likely to leave investors “very happy,” given its historical impact on asset prices.
Black Titan Stock More Than Doubles After Crypto Treasury Strategy Debut Black Titan Corporation plans to develop a strategic framework to guide its future entry into digital assets.
GEMI Stock On Track For Biggest Single-Day Gain Since Nasdaq Debut After CFTC Nod For Prediction Markets GEMI’s stock was among the top trending tickers on Stocktwits in pre-market, with retail sentiment jumping to ‘extremely bullish’ from ‘neutral’ over the past day.
VanEck Shifts Focus From Gaming To Degen Economy In ETF Overhaul According to a post on X by Bloomberg senior analyst Eric Balchunas, the previous Gaming ETF basket underperformed.
US Banks Gain New Authority To Facilitate Bitcoin Trades As OCC Updates Rules The SEC requires U.S. banks to follow risk and custody rules, as the OCC lets banks trade crypto directly.
Fundstrat’s Tom Lee Warns ‘Too Many DATs’ Are Chasing Too Little Trading Volume In an interview with Rug Radio, Lee said roughly 80 DATs now exist, but about 90% trade below NAV, reflecting an overcrowded market.
Cardano, Ethereum Outperform Bitcoin Ahead Of FOMC Meeting As Altcoins Surge Altcoins rise ahead of FOMC announcement as Bitcoin holds $92,000 after leverage resets across key levels.
