Grayscale Bitcoin Trust BTC - ETF

Coinbase

Financial Analysis

COIN

ABTC

GBTC

SBET

In the early hours in Beijing on Feb 13, after the US close, $Coinbase(COIN.US) reported its Q4 2025 results. The quarter was weak, missing Street expectations.However, the stock has largely decoupled from the print. Since Feb, COIN has sold off alongside a deeper crypto pullback, while most Street estimates were set in Jan.Stepping back from near-term estimates, the company is in an investment-led expansion phase, entering stock trading, equity perpetuals, and prediction markets via M&amp;A and in-house builds. As a result, opex has risen meaningfully...

American Bitcoin

Sharplink

Bad Tape + Weak Print: When Does COIN Bottom?---

Square/Block

Conference Minutes

CASH

688688

09988

89988

BABA

KBAB

BABO

BABX

HBBD

NVAWW

Below is the earnings call minutes for Block in 2025Q3 compiled by Dolphin Research. For earnings interpretation, please refer to &#34;Plunged 15%, North America's Alipay Block 'Not That Guilty'&#34;. I. Review of Key Financial Data Full-Year Guidance: Q4 2025 gross profit is expected to increase over 19% year-over-year to $2.755 billion; Q4 adjusted operating profit is projected at $560 million, with an operating profit margin of 20%; full-year gross profit is estimated at $10.243 billion (+15%); full-year adjusted operating profit is anticipated to be $2.056 billion (+28%)...

Pathward Fin

Block

ANT GROUP

BABA-W

BABA-WR

Alibaba

KraneShares 2x Long BABA Daily ETF

YieldMax BABA Option Income Strategy ETF

BABA 2x Long Daily ETF - GraniteShares

Nova Minerals

VanEck Short Muni ETF

Ameriprise Financial

Alibaba HK SDR 5to1

NOVA MINERALS LTD C/WTS 24/07/2029 (TO PUR ADS)

Block (Minutes): Bitcoin payment feature to be launched soon

CRCL

DLPN

On November 7th, after the U.S. stock market closed, Block (XYZ.US), a leading player in the U.S. payment sector, released its financial report for the third quarter of 2025. Overall, the performance this quarter was not poor. The core revenue, excluding Bitcoin trading business, and the adjusted net profit both exceeded expectations. The guidance for the next quarter also basically met expectations, with no significant flaws in the performance. The sharp drop in stock price was more due to macro market reasons. The key points are as follows: 1. Core revenue and profit slightly exceeded expectations: This quarter, Block's core revenue, excluding Bitcoin, grew by 17% year-on-year...

Circle

Dolphin ENT

Wt Inlt L-Cp Dvd

Plummeting 15%, North America's Alipay Block 'not guilty of this'

Strategy Report

.SPX

SOXS

.IXIC

SQQQ

GLDM

SDOW

SGOL

Continued tight liquidity has started to affect beneficiaries under ample liquidity, such as Bitcoin, as well as tech growth stocks with weak fundamentals and excessive valuations. But what cause the liquidity shortage abruption? what may ease it? and how to position portfolios under this circumstance?

Angel Oak Mortgage-Backed Securities ETF

ON Semiconductor

VanEck Semiconductor ETF

iShares Core S&P Mid Cap

S&P 500

Direxion Semicon Bear 3X

iShares Gold Trust

NASDAQ Composite Index

Proshares UltraPro Short QQQ ETF

SPDR Gold Minishares

SPDR Gold Shares

iShares Core S&P Small Cap

ISHRS Russ 1000

iShares Core S&P 500

Invesco QQQ Trust

Pro UltrPro Shrt Dow30

Abrdn Gold ETF Trust

U.S. gov. shutdown to trigger a 'dollar shortage'?

Schwab

SCHW

BMNR

SCHW-D

SCHW-J

Fully capable of mitigating the impact of interest rate cuts through cash reinvestment.

Charles Schwab

BitMine Immersion Tech

Nuveen Select Maturities Muni Fd

Santander Consumer USA

AllianceBernstein

SCHWAB(CHARLES)CORP 5.95% DEP SHS REP 1/40 NON CUM PERP PF D

SCHWAB(CHARLES)CORP 4.450% DEP SHS REP 1/40TH N-CUM PFD SERJ

Charles Schwab (Minutes): Will launch cryptocurrency trading next year, but is not optimistic about tokenized stocks.

Today’s Key News Recap

03042

03135

IBIT

BTCW

01810

81810

HXXD

XIACY

0522 | Dolphin Research Key Points: 🐬 Macro/Industry 1. The U.S. 20-year Treasury auction saw weak demand, with the awarded rate rising to 5.047% and the bid-to-cover ratio dropping to 2.46 times, nearly the worst performance since its launch five years ago. The surge in long-term U.S. Treasury yields dragged down U.S. stocks, increased risk aversion, pushed gold higher, and Bitcoin hit a new all-time high. The auction results exposed market concerns about the sustainability of U.S. long-term debt. Dolphin Research's brief review can be found in &#34;U.S. 20-Year Treasury Auction Ends in Disappointment&#34;...

CAM BTC

FA SAMSUNG BTC

iShares Bitcoin Trust ETF

WisdomTree Bitcoin Fund

XIAOMI-W

XIAOMI-WR

Xiaomi HK SDR 2to1

Xiaomi Corporation

Weak U.S. bond auction drags down U.S. stocks; Alibaba Digital Media and Entertainment rebrands | Today's important news recap

CP00079

DJTWW

Trump is back. Whether it's expelling immigrants, raising tariffs, cutting domestic taxes, or calling for interest rate cuts, the risk of secondary inflation is significant under the current tight balance of employment supply. Mr INFLATION PRESIDENT IS BACK! Under these circumstances, gold, which had surged earlier, $iShares Gold Trust(IAU.US) seems unlikely to experience a significant pullback. There are also no lingering concerns about cryptocurrencies, as the only pressure on them comes from regulatory risks. If Trump appoints regulatory-friendly officials to oversee digital currencies, Bitcoin will have nothing to worry about. $Digital currency concept(CP00079.US)

Digital currency concept

Trump Media & Tech

Trump Media & Tech - CW28

Bitcoin falls below $95,000

Iran's Cryptocurrency Activities Accelerated in 2025

Bitcoin Rises Tentatively in January as Geopolitical Uncertainty Boosts Its Appeal

Bitcoin price increased to 95,758.89 USD

Bitcoin Price Surges Above $94,725.85

Grayscale Updates List of Digital Assets Considered for Future Investment Products

Bitcoin Software Team Adds a New Developer for the First Time in Years

SEC Delays Crypto ETF Decisions and Seeks Public Feedback

BTC breaks above $92,000

Bitcoin Breaks Above $91,000, 24-Hour Increase of 0.32%

Betterment Offers Triple Bitcoin and Ethereum Deposit Bonuses

CFTC Reports Bitcoin Net Short Position at -734 Contracts as of Jan 6

Bitcoin Breaks Through $91,500

Cathie Wood Predicts U.S. Government May Directly Purchase Bitcoin for Strategic Reserve

Florida lawmakers push to establish strategic bitcoin reserve

Bitcoin price falls below $92,000

Bitcoin Drops Slightly but Remains Above $90,000

Bitcoin and Ethereum Prices Rise, Bitcoin Reaches a Three-Week High

Bitcoin breaks above 92,000 USD, up 1.55% intraday

Crypto Currency Market: Bitcoin, Ethereum and Others Price Fluctuations and Trading Volumes

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Wellgistics Health

Huachen AI Parking Management Tech

GeoVax Labs

Sunshine Biopharma

AIM ImmunoTech

Virax Biolabs

NextNRG

GCT Semiconductor

Pinned News

置顶新闻

Galaxy Digital Secures One of America’s Toughest Crypto Licences to Serve New York Institutions

BRPHF

BRRR

BLCN

ARKB

BITO

FBTC

EZBC

BTCO

Galaxy Digital has obtained a BitLicense and Money Transmission License from the New York State Department of Financial Services, allowing it to serve institutional clients in New York. This approval positions Galaxy among a select group of firms authorized to operate in a highly regulated market, enhancing its access to the largest concentration of institutional capital in the U.S. The company currently manages around $9 billion in client assets and holds over 50 licenses globally, aiming to expand its regulated digital asset trading and custody services.

CoinLive

Galaxy Digital Holdings Ltd.

CoinShares Bitcoin ETF

Siren ETF Trust Siren Nasdaq NexGen Economy ETF

ARK 21Shares Bitcoin ETF

ProShares Bitcoin Strategy ETF

Fidelity Wise Origin Bitcoin Fund - ETF

Valkyrie Bitcoin and Ether Strategy ETF

Franklin Bitcoin ETF

Invesco Galaxy Bitcoin ETF

Galaxy Digital

HODL

BITB

On May 19, the Base ecosystem meme coin KellyClaude surged by 120%, reaching a market cap of $4.7 million before settling at $4.1 million. Its 24-hour trading volume was around $2.1 million, marking a two-month high but still 76% below its historical peak. BlockBeats warns that meme coin trading is highly volatile and speculative, urging investors to be cautious.

VanEck Bitcoin ETF

Bitwise Bitcoin ETF

Base Ecosystem Meme Coin KellyClaude Surges 120%

BKCH

MNRS

FDIG

STCE

SATO

OWNB

BLKC

Canaan reported a Q1 FY26 net loss of $88.7 million, widening from $85 million in the previous quarter. Revenue dropped to $62.7 million from $196.3 million, with a gross loss of $22.9 million. The operating loss increased to $54.3 million. Installed mining power rose to 11 EH/s, with a bitcoin output of 257 BTC. The outlook for Q2 revenue is projected between $35 million and $45 million.

PUBT

Global X Blockchain ETF

Amplify Transform Data Sharing ETF

Direxion Daily Crypto Industry Bull2XETF

Grayscale Bitcoin Miners ETF

Fidelity Crypto Industry And Digital Payments ETF

Bitwise Crypto Innovators ETF

Defiance Daily Target 2X Long RIOT ETF

Schwab Crypto Thematic ETF

Invesco Alerian Galaxy Crypto Economy ETF

Bitwise Bitcoin Std Corporations ETF

Inv Alerian Galaxy Blockchain Users & Decentralized Com ETF

Canaan

Canaan Q1 FY26 operating loss widens to US$54.3 million; revenue drops to US$62.7 million

Canaan Inc. Reports Unaudited First Quarter 2026 Financial Results | CAN Stock News

StockTitan

Canaan Inc. Reports Unaudited First Quarter 2026 Financial Results | CAN Stock News

CORZ

MARA

RIOT

CLSK

Bernstein analysts see bitcoin miners benefiting from rising AI infrastructure demand, assigning 'Outperform' ratings to IREN, Riot Platforms, CleanSpark, and Core Scientific, while MARA Holdings is rated 'Market Perform.' IREN shows a potential 98.1% upside, with other miners also having significant upside potential. The report highlights over $90 billion in AI deals and the miners' control of 27 gigawatts of power capacity, despite facing regulatory challenges and risks related to energy consumption.

- Analysts at Bernstein report that bitcoin miners might benefit from rising AI infrastructure demand, assigning “Outperform” ratings to IREN, Riot Platforms, CleanSpark, and Core Scientific, while MARA Holdings is rated “Market Perform.”  
- They highlight over $90 billion in AI deals involving miners, who control more than 27 gigawatts of planned power capacity, serving an increasing compute demand amid regulatory challenges.  
- Despite risks, miners are seen as well-positioned due to existing grid access and operational sites, though companies face scrutiny over energy consumption and potential regulatory shifts.

‘Follow the gigawatts’: Bernstein sees upside in several bitcoin miners amid $90 billion in AI data center deals

Grayscale Bitcoin Trust BTC - ETF(GBTC.US)

Galaxy Digital Secures One of America’s Toughest Crypto Licences to Serve New York Institutions

Base Ecosystem Meme Coin KellyClaude Surges 120%

Canaan Q1 FY26 operating loss widens to US$54.3 million; revenue drops to US$62.7 million

Canaan Inc. Reports Unaudited First Quarter 2026 Financial Results | CAN Stock News

‘Follow the gigawatts’: Bernstein sees upside in several bitcoin miners amid $90 billion in AI data center deals

Swan Bitcoin sued for nearly $1B over pre-bankruptcy transfers from Prime Trust

Kevin O'Leary Says 'Volatile' Bitcoin Is 'Speculative'—But Stablecoins Have 'Real Value'

VanEck Analyst Predicts Digital Credit Market Growth and Bitcoin Price Surge

SEC Eases Crypto Rules to Allow Aggressive 24/7 Trading of Tokenized Stocks