alltrending-24htrending-weektrending-monthtrending-year

Latest Crypto News | Bitcoin, Ethereum and Altcoin Updates

Michael Burry Warns Nvidia’s $117B Supply Lock-In Echoes Cisco Dot‑Com Overbuild

|
Michael Burry intensified his bearish view on Nvidia after the company’s latest earnings, citing a sharp rise in purchase obligations as a key risk. In a Substack note he highlighted Nvidia’s purchase commitments jumping to $95.2 billion from $16.1 billion year‑over‑year and said total supply obligations (inventory plus purchase agreements) are about $117 billion — roughly comparable to Nvidia’s annual operating cash flow. CFO Colette Kress told investors inventory rose 8% quarter‑over‑quarter and the company has “strategically secured inventory and capacity” further into the future than usual. Burry likened this supply lock‑in to Cisco’s late‑1990s/2000s strategy of extending supplier commitments ahead of expected growth, which left Cisco with excess inventory and large write‑downs after demand collapsed. He warned that Nvidia’s unusually high gross margins (above 70%) have been supported by strong demand and pricing power and could revert quickly if demand softens. On the same call, CEO Jensen Huang emphasised that Nvidia’s networking business has become a major unit — reporting annual networking revenue north of $31 billion and describing products (NVLink, InfiniBand, Spectrum‑X) that connect chips, racks, clusters and data centers for large‑scale AI workloads. Jensen said networking revenue is up more than 10x since fiscal 2021 and that demand is broadening beyond chatbots. Key stats: purchase obligations $95.2B (from $16.1B), total supply obligations ~$117B, inventory +8% QoQ, networking revenue >$31B. Traders should watch demand signals, bookings vs. deliveries, margin trends and supply‑chain commitments for signs of demand slowdown or inventory risk.
Bearish
NvidiaSupply chain riskMichael BurryEarningsData center networking

ABN AMRO Raises 2025 Dutch GDP Forecast to 1.8% on Strong Export Momentum

|
ABN AMRO has upgraded its 2025 growth forecast for the Netherlands, now projecting GDP growth of about 1.8%, driven mainly by stronger-than-expected exports. Key export sectors — high-tech agricultural products, chemicals and refined fuels, machinery and logistics/services — showed resilient demand, supported by diversified trade partners, port infrastructure gains (Rotterdam, Amsterdam) and a weaker euro versus the US dollar. ABN AMRO highlights structural advantages such as strategic geography, R&D investment, a skilled workforce and stable institutions. Risks cited include a slowdown in major partners (notably Germany), rising energy costs affecting production, trade tensions and labor shortages in technical fields. The bank sees export strength providing a buffer against weak domestic consumption and energy cost headwinds; the upgrade also has positive spillover implications for Eurozone trade and public finances. Traders should watch incoming trade and industrial data, energy price movements and Germany’s economic signals for signs whether the export momentum is sustainable.
Neutral
Netherlands economyExportsABN AMROGDP forecastTrade & logistics

Block stock jumps 25% after mass layoffs, stronger Q4 results and raised 2026 guidance

|
Block shares surged more than 25% in after-hours trading after the company announced layoffs of over 4,000 employees—reducing headcount from just over 10,000 to under 6,000—and outlined a shift to intelligence-driven product development. CEO Jack Dorsey said intelligence tools enable a smaller team to do more and signalled other firms may follow similar structural changes. Block reported strong Q4 results: gross profit grew 24% year-over-year, adjusted EBITDA was $930 million, adjusted diluted EPS was $0.65 (up 38% YoY), and operating income was $485 million. Cash App monthly transacting active users reached 59 million; primary banking actives rose to 9.3 million. Square GPV grew 10% YoY in Q4 and accelerated to over 12% YoY through Feb. 24. Block raised 2026 guidance to $12.20 billion in gross profit (up 18% YoY) and expects full-year adjusted operating income of $3.20 billion (26% margin). Management set four build priorities centered on customer capabilities, composable interfaces, proactive intelligence and orchestration, and said the organizational changes should meaningfully boost adjusted operating income starting in Q2 with larger benefits in H2. Key SEO keywords: Block stock, layoffs, Q4 results, gross profit growth, raised guidance, Cash App, Square GPV.
Bullish
BlockLayoffsEarningsCash AppInvestor guidance

Reid Hoffman Holds $6.1M in Ethereum — Signal of Growing Institutional Confidence

|
LinkedIn co-founder and investor Reid Hoffman holds approximately $6.1 million worth of Ethereum (ETH), according to on-chain analysis by Arkham Intelligence. The disclosure, first reported in early 2025, was verified via wallet attribution and highlights a trend of technology leaders allocating personal capital into top cryptocurrencies. Hoffman’s professional ties to network-based businesses and projects like Spruce, plus his role at Greylock Partners, align with Ethereum’s smart-contract utility and decentralized identity use cases. The article situates this holding in broader 2025 developments: clearer regulation in major jurisdictions, increased institutional crypto products from financial firms, and steady inflows into ETH investment products. Analysts view such high-profile allocations as sentiment indicators rather than market-moving largesse; $6.1M is meaningful but a measured, diversified position given Hoffman’s net worth. The report also notes Ethereum’s post‑Merge proof-of-stake model adds staking yield to ETH’s investment thesis and underpins its role as the settlement layer for DeFi, NFTs and DAOs. For traders, the key takeaways are reinforced institutional interest in ETH, ongoing on-chain transparency via analytics firms, and the dual utility-and-yield narrative that supports medium- to long-term demand for ETH. This is not trading advice.
Bullish
EthereumInstitutional InvestmentOn-chain AnalyticsProof-of-StakeWeb3

Senator Blumenthal Seeks Binance Records Over Alleged $1.7B Iran Sanctions Transfers

|
Senator Richard Blumenthal has opened a Senate inquiry and requested internal records from Binance and its co-CEO after media reports that the exchange may have processed as much as $1.7 billion in transfers tied to Iranian entities, potentially violating U.S. sanctions. The probe seeks documents and communications about Binance’s handling of Iran-linked transactions, compliance programs, internal investigations, suspicious activity reports, and personnel actions related to employees who flagged concerns. Earlier reporting named two Hong Kong entities, including a vendor called Blessed Trust, flagged by Binance investigators; Binance says it severed ties with Blessed Trust in January, deleted Iran-linked accounts, detected and reported suspicious activity, and found no sanctions breach in its internal review. This inquiry follows Binance’s 2023 admission to U.S. AML violations, a $4.3 billion settlement, and heightened regulatory scrutiny of major exchanges. For traders, the request raises renewed legal and compliance risk around Binance — the world’s largest exchange — which could affect market confidence, liquidity, and perceived counterparty risk for assets held on centralized platforms. Key SEO keywords: Binance, Iran sanctions, sanctions evasion, crypto compliance, regulatory scrutiny.
Bearish
BinanceSanctions EvasionIranRegulatory ScrutinyCrypto Compliance

SEC Chair Paul Atkins to Keynote Bitcoin 2026, Signalling US Regulatory Shift

|
SEC Chair Paul Atkins will deliver the keynote at Bitcoin 2026 (April 27–29, 2026) in Las Vegas, marking the first appearance by a sitting SEC chair at a major Bitcoin-focused event. Appointed in 2025, Atkins has advanced a pro-innovation agenda called “Project Crypto” to migrate US financial market infrastructure onto blockchain rails and clarify rules for Bitcoin custody, issuance and trading. He jointly announced Project Crypto with CFTC Chair Rostin Behnam to improve inter-agency coordination. Bitcoin 2026 expects tens of thousands of attendees and a programme of keynotes, technical workshops and panels on mining, AI, sustainability and regulation. Organizers plan additional high-profile speakers and tiered ticketing, including corporate and VIP passes. For traders, Atkins’ participation is significant: it may accelerate regulatory clarity around Bitcoin custody, trading oversight and product testing (including innovation exemptions the SEC has explored). Clearer signals from the SEC could affect institutional flows, ETF approvals, custody solutions, liquidity and volatility in Bitcoin before and after the conference. The event is an open forum rather than an enforcement setting; traders should watch for specific guidance on custody, token issuance and market structure that could change compliance expectations and risk pricing.
Bullish
BitcoinSECProject CryptoRegulationInstitutional Flows

MARA and Starwood Capital to Convert U.S. Bitcoin Mines into Large AI and Cloud Data Centers

|
MARA Holdings has struck a strategic partnership with Starwood Capital Group (via Starwood Digital Ventures) to convert and expand select U.S. bitcoin mining sites into enterprise-grade cloud and AI data centers. The deal combines MARA’s power-dense, secure mining facilities with Starwood’s capital, design and construction expertise; the partners expect joint financing and operation in a venture-style structure. Near-term targets call for roughly 1 GW of compute capacity, with plans to scale beyond 2.5 GW over time. Conversion timelines are estimated at about 12–24 months. MARA reported Q4 revenue of $202.3m, a 6% year-on-year decline, and management reiterated bitcoin remains a core pillar even as the company pursues AI compute demand. The announcement lifted MARA shares in after-hours trading. Financial terms were not fully disclosed. Traders should note this reflects an industry-wide shift where miners repurpose power-rich sites for AI/high-performance computing to offset post-halving mining margin pressure. The move may boost investor sentiment toward mining and infrastructure equities and related infrastructure plays, but it does not directly affect bitcoin supply dynamics. Key SEO keywords: MARA, Starwood Capital, bitcoin mining, AI data centers, cloud infrastructure, mining diversification.
Neutral
MARA HoldingsStarwood CapitalBitcoin miningAI data centersCloud infrastructure

Solana Holds $83.50 Support as Bulls Eye $90–$94 Breakout

|
Solana (SOL) trades around $85–$86 after mixed intraday movement but retains weekly gains as traders debate whether recent weakness is a shallow pause or deeper reset. Daily volume is strong (~$5.2B) and market cap near $48–49B. Key technicals: micro support sits at $83.50 (close to the 50% Fibonacci retracement); immediate resistance is $88–$90. Holding $83.50 favors a push to $90–$94 and could complete a fifth-wave advance toward $97–$101; rejection at $90 or a drop below $83.50 raises the risk of moves to $78 or $75.47, with a decisive break under $70 invalidating the bullish case and opening targets near $55. Higher-timeframe (3-day/weekly) charts show $75–$85 as a historical demand zone — sustained support there could spur rallies to $120 and beyond ($160–$180). Market structure remains under pressure until former support around $120 is reclaimed. For traders: defend $83.50 as the immediate long pivot; use $90–$94 as the near-term upside target and $75–$70 as stop/invalidations depending on risk tolerance. Primary keywords included: Solana price, SOL price prediction, $83.50 support, $90 resistance, crypto trading.
Neutral
Solana priceSOL price predictionsupport and resistancetechnical analysiscrypto trading

Spot BTC ETF Inflows Support Bounce as Futures & Options Keep Traders Cautious

|
Bitcoin price recovery has been supported by sizable US-listed spot Bitcoin ETF inflows—roughly $764M–$840M over recent two-day windows—partially offsetting earlier multi-session outflows. ETFs appear to have stabilized spot sentiment when BTC dipped below $65,000 and helped push price back toward the mid/high $60k to near $70k range. However, derivatives markets show professional traders remain defensive: two-month futures annualized premium is near ~2% (well below a 5% neutral threshold), and the 30‑day options put–call skew/put premium persists (reported between ~+4% delta skew up to ~14% put premium in different reports), indicating demand for downside protection. Recent short liquidations (~$370M in one report) underline episodic leverage-driven squeezes but do not erase broader caution. Macro and market-specific headwinds — weak tech/ Nasdaq moves, single-stock shocks (e.g., Nvidia), risk‑off geopolitical concerns, and institutional cash hoarding — constrain conviction for a sustained rally toward $75k–$105k. Additional trader worries noted include network security discussions (post‑quantum risks and BIP‑360) and speculation about large players’ selling. In short: ETF inflows have provided tangible bid and helped stabilize prices, but subdued futures basis and persistent put skew suggest traders remain defensive, limiting near-term bullish conviction. This is market commentary, not investment advice.
Neutral
BitcoinBitcoin ETFDerivativesFutures & OptionsMarket Sentiment

Solana Captures 41%+ of Web3 dApp Revenue as RWA Value Hits $1.71B

|
Solana’s ecosystem has grown to control a dominant share of Web3 decentralized application (dApp) revenue, capturing over 41% of total dApp earnings according to a report cited by SOL Strategies using Syndica data. The network’s revenue growth spans consumer-facing apps and DeFi, signaling increased economic activity despite SOL’s weak price action. Separately, Solana’s Real World Asset (RWA) ecosystem reached a new on‑chain high above $1.71 billion in total value — a >45% rise in 30 days — suggesting rising institutional tokenization and capital flows. Infrastructure developments targeting APAC institutions, including HSDT’s Pacific Backbone linking Seoul, Tokyo, Singapore and Hong Kong, aim to provide low-latency, high-throughput settlement for DeFi, liquid staking and TradFi-style execution. Analysts suggest these moves could position SOL as a preferred settlement layer for regional capital markets and act as a potential catalyst for renewed price momentum if institutional adoption increases.
Bullish
SolanaWeb3 dApp RevenueRWA (Real World Assets)Institutional AdoptionAPAC Infrastructure

Senators Reject Sam Bankman‑Fried’s Endorsement of Clarity Act, Suggest He Seeks a Pardon

|
Senators from both parties publicly rebuked imprisoned FTX founder Sam Bankman‑Fried (SBF) after a proxy post from him endorsed the Clarity Act, a proposed U.S. crypto market‑structure bill. Wyoming Republican Cynthia Lummis — a crypto advocate and sponsor of her own legislation — said SBF’s support was unwanted and suggested he was seeking a pardon. Massachusetts Democrat Elizabeth Warren called SBF a “fraudster” who stole at least $8 billion and said his endorsement should “set off alarm bells,” stressing that any market‑structure bill must protect investors and taxpayers. SBF is serving a 25‑year prison sentence after his 2023 conviction on fraud and conspiracy charges tied to FTX’s collapse. President Trump has reportedly ruled out granting him a pardon. The Clarity Act has supporters in government and industry, though Coinbase recently withdrew backing over a markup limiting yield on stablecoin holdings. Prediction market Polymarket placed the bill’s odds of being signed into law before year‑end at about 69%, down roughly 16% in the prior week. Key figures: Sam Bankman‑Fried (imprisoned FTX founder), Sen. Cynthia Lummis, Sen. Elizabeth Warren, President Donald Trump; key policies: Clarity Act (crypto market‑structure bill), concerns about investor protection and stablecoin yield rules.
Neutral
Sam Bankman‑FriedClarity ActCongressRegulationInvestor Protection

Polkadot surges as DOT rallies 24% amid breakout and supply cut ahead

|
Polkadot (DOT) led the top-100 crypto gains after escalating nearly 24% in 24 hours and a 41% move from the triangle support to peak levels. Trading volume spiked ~530% to $855 million, while 24‑hour on‑chain volume reached 77.51 million DOT (a 28% session rise). Technicals: DOT broke a two‑month triangular consolidation, with widening Bollinger Bands signaling higher volatility; price paused at prior triangle resistance (now retest zone) and could target $2.00 on continuation or retrace toward the 50% level on failure. Fundamentals: Polkadot’s governance change in March 2026 will cut annual issuance by 50% (a de facto supply reduction) and may include a total supply cap—both bullish supply-side catalysts. Network metrics were mixed: total accounts/holders hit a new peak of ~50 million, but daily on‑chain transaction volume fell from a mid‑February high (1,030) to about 106. Market context: the move coincided with altcoin rotation and a rising Altcoin Season Index (from 22 to 35), suggesting broader sector momentum though the index must approach ~75 to confirm a full altcoin season. Key takeaways for traders: elevated volume and a confirmed triangle breakout support near-term bullish momentum, while lower transaction activity and the possibility that this is a bear‑market retracement argue for caution. Watch: post‑breakout confirmations around $1.75–$2.00, volume follow‑through, on‑chain usage recovery, and outcomes of the March governance vote.
Bullish
PolkadotDOTaltcoin rotationon-chain metricssupply cut

Amazon, Google, Meta, Microsoft, xAI, Oracle and OpenAI to sign Trump’s Rate Payer Protection Pledge on AI power

|
Amazon, Google, Meta, Microsoft, xAI, Oracle and OpenAI will attend a White House event on March 4 to sign the Rate Payer Protection Pledge announced by President Donald Trump. The pledge requires major tech firms to build, buy, or bring their own power supply for new AI data centres so household electricity bills do not rise as AI-related demand grows. The White House said the initiative is led by Trump alongside Energy Secretary Chris Wright and OSTP director Michael Kratsios and follows Trump’s State of the Union announcement. Commercial data shows primary US data centre markets ended 2025 with a record-low 1.4% vacancy and 9,432 MW of capacity after 36% year‑over‑year growth; net absorption hit 2,497.6 MW. Pricing pressure rose: average monthly asking rates for 250–500 kW requirements increased 6.5% to $195.94 per kW, while 3–10 MW pricing rose 12.5%. New capacity under construction fell for the first time since 2020 amid permitting, zoning and power procurement hurdles (5,994.4 MW under construction at end-2025 vs 6,350.1 MW in 2024). The pledge aims to avoid pushing grid costs onto consumers amid rapid AI-driven data centre expansion in states such as Texas, Louisiana and Pennsylvania, where hyperscalers are expanding campuses.
Neutral
AI data centersPower procurementTech policyHyperscalersData center markets

Bitcoin slide driven by broad de-risking and forced liquidations, not a single firm

|
Bitcoin’s recent decline reflects a prolonged de-risking cycle and forced liquidations rather than a coordinated sell-off by a single firm or exchange. Price had been forming lower highs and choppy consolidation since Q4, indicating gradual distribution by large holders through spot sales, leverage reduction and options strategies. The sharp February leg lower featured high volume and volatility consistent with margin calls and liquidation cascades after key support breaks; such disorderly moves point to widespread forced selling, not a smooth, single-actor dump. Analysts, including Bitwise CIO Matt Hougan, say selling stemmed from routine cycle timing, macro uncertainty and portfolio rebalancing. The peak-to-trough drop (~45%) sits within historical mid-cycle drawdowns following periods of heavy leverage and crowded positions. Signs of price stabilization and slowing selling suggest much forced unwinding may be complete, though sentiment remains fragile and a quick rebound is not guaranteed. For traders: monitor realized selling exhaustion, on-chain liquidation metrics, leverage and options flow to assess whether stabilization can lead to a tactical entry, and be wary of residual volatility during the transition from forced deleveraging to organic price discovery.
Neutral
BitcoinLiquidationsDe-riskingMarket StructureLeverage

Bank of Thailand Holds Rates: Extended Pause to Balance Growth and Inflation

|
The Bank of Thailand (BOT) has entered an extended monetary policy pause, keeping its policy rate at 2.50% as it balances cooling headline inflation with persistent core inflation and moderating growth. DBS Bank analysts call the pause prudent: prior hikes have anchored expectations and the current real policy rate is slightly restrictive, giving the Monetary Policy Committee room to await clearer data. Key domestic risks include elevated service-sector prices, inconsistent export recovery (notably from China and the EU), and tourism demand variability. Benefits cited: stable borrowing costs supporting business investment, relief for highly indebted households, currency stability for trade, and predictable public debt servicing. Risks include asset price bubbles if liquidity stays high and potential pressure on the baht if the US Federal Reserve re-tightens. The BOT’s future moves are explicitly data dependent, focusing on core inflation prints, GDP growth, and wage trends; forward guidance will be critical to manage market expectations. Traders should watch incoming inflation and GDP data, Fed decisions, and external shocks (energy, geopolitical events) for triggers that could force the BOT to change course.
Neutral
Bank of ThailandMonetary PolicyInflationThailand EconomyInterest Rates

Morgan Stanley to Build In‑House Bitcoin Custody, Trading, Yield and Lending Services

|
Morgan Stanley plans to build proprietary Bitcoin custody and trading capabilities for its clients and is exploring Bitcoin-based yield and lending products, Amy Oldenburg, the bank’s new head of digital assets strategy, said at a Bitcoin conference in Las Vegas. The firm oversees nearly $9 trillion in client assets and has decided to develop internal technology rather than rely on third-party providers, citing trust and reliability expectations tied to the Morgan Stanley brand. Oldenburg acknowledged a “considerable” amount of client crypto holdings currently outside the bank’s platform but said some clients will continue to self-custody. The announcement follows recent SEC filings by Morgan Stanley to launch spot Bitcoin, Ethereum and Solana funds and an earlier plan to enable crypto trading via E*Trade. The bank did not provide a timeline for when the custody, trading, yield or lending services will become available.
Bullish
Morgan StanleyBitcoin custodyCrypto tradingCrypto lendingInstitutional crypto

USD/CHF Eyes 0.7800 as Dollar Strength Drives Bullish Rebound

|
USD/CHF has staged a technical rebound and is targeting the key 0.7800 resistance level as a resilient US Dollar drives demand. The recovery shows higher daily lows, bullish moving-average crossovers, and rising volume on upswings—signals that buyers are in control. Immediate support sits near 0.7720, with stronger support at 0.7650; a confirmed break above 0.7800 on strong volume would validate a deeper trend reversal. Fundamentals favor the dollar: persistent inflation, robust US labor data, and a Fed policy stance that keeps dollar yields attractive. The Swiss National Bank’s current tolerance for a softer franc, given subdued imported inflation and tempered domestic growth, reduces a traditional headwind to USD/CHF appreciation. Key risks include a dovish Fed pivot or a sharp escalation in geopolitical risk that could trigger a flight to the franc. Traders should monitor US inflation and employment releases, Fed communications, SNB statements, and market risk indicators (e.g., VIX) for confirmation. Technical traders should watch volume and moving-average alignment for a validated breakout above 0.7800 before extending bullish positions.
Bullish
USD/CHFForexUS Dollar StrengthTechnical AnalysisSwiss National Bank

Twelve Wallets Turn $400K into $1.42M by Betting on ZachXBT’s Axiom Insider-Trading Exposé

|
On-chain investigator ZachXBT named Solana-based trading platform Axiom in an exposé alleging employee misuse of privileged access to customer data and trading advantages. Blockchain analytics firm Lookonchain found twelve cryptocurrency wallets collectively converted roughly $400,000 into $1.42 million by predicting Axiom would be exposed; the largest wallet, “predictorxyz,” turned $65,800 into $477,176, while one smaller wallet saw a 926% return on under $5,000. The report accuses business development employee Broox Bauer and associates of using internal tools to track customer wallets, transaction histories and linked accounts; recordings allegedly indicate plans to help an associate profit $200,000. Axiom — founded in 2024, YC-backed and profitable with reported revenue contributions exceeding $390 million — reportedly lacked adequate monitoring or internal controls. The incident highlights concerns around insider trading, prediction markets (e.g., Polymarket, Kalshi) that can be used to monetize leaks, and rising regulatory scrutiny such as the proposed Public Integrity in Financial Prediction Markets Act of 2026. For traders: the case raises counterparty and exchange-risk considerations, potential volatility for Solana-related assets and prediction-market-linked instruments, and increased compliance focus that may affect liquidity and market access.
Bearish
Insider tradingAxiomZachXBTLookonchainPrediction markets

Grant Cardone to Tokenize $5B Real Estate Portfolio, Seeking Liquidity via Blockchain

|
Real estate investor Grant Cardone announced that Cardone Capital is preparing to tokenize its $5 billion portfolio of multi-family and commercial properties. The firm says tokenization will provide investors with collateral and improved liquidity in secondary markets and aims to scale asset tokenization. This follows Cardone Capital’s growing crypto exposure: the company bought 1,000 BTC in June and has indicated plans to use real estate cash flows to acquire more bitcoin. Tokenization of traditional assets—such as real estate, bonds and funds—is gaining traction among asset managers for streamlined record-keeping, trading and settlement, though uneven regulation and thin secondary-market liquidity remain key hurdles. Other major players exploring tokenized property or revenue streams include the Trump Organization and Starwood Capital. Industry forecasts (Deloitte) project rapid growth for tokenized real estate, estimating up to $4 trillion could be tokenized by 2035. Primary keywords: tokenization, real estate tokenization, Cardone Capital, Grant Cardone, bitcoin. Secondary/semantic keywords: liquidity, secondary markets, asset tokenization, regulation, real estate crypto strategy.
Neutral
TokenizationReal EstateCardone CapitalBitcoinAsset Tokenization

Bloomberg and Kaiko Bring Licensed Financial Data On-Chain to Power Tokenized Markets

|
Bloomberg has partnered with blockchain data provider Kaiko to deliver licensed, institutional-grade financial data directly on-chain. The integration aims to resolve data fragmentation in tokenized markets by embedding Bloomberg’s price feeds, security identifiers (ISINs/CUSIPs), and reference data (corporate actions, dividends, interest schedules) into smart contracts via oracle networks. Kaiko will source, verify and stream Bloomberg’s data to blockchains, enabling dApps and smart contracts to access a single authoritative dataset. Immediate beneficiaries include tokenized U.S. Treasurys and repo markets, where accurate pricing and collateral valuation enable atomic settlement and reduced counterparty risk. The partnership addresses operational risks from siloed off-chain databases, promising lower reconciliation costs, immutable audit trails, and improved regulatory transparency. While licensing and access will remain governed by commercial agreements, Bloomberg’s involvement could accelerate institutional adoption by meeting provenance and auditability requirements. Longer term, the architecture could extend to tokenized equities, derivatives, credit ratings and ESG data, establishing a blueprint for integrating proprietary TradFi datasets into decentralized finance.
Bullish
BloombergKaikoTokenizationOn-chain DataInstitutional Adoption

Scandium, Yttrium Shortages Threaten U.S. 5G Chip and Aerospace Supply Chains

|
China’s export controls and licensing delays have tightened global supplies of scandium and yttrium, putting U.S. 5G chip production and aerospace coating lines at risk. Chinese exports of yttrium to the U.S. fell to 17 tonnes in the eight months after restrictions, down from 333 tonnes prior. Yttrium prices have risen roughly 60% since shortages were flagged and are about 69 times higher than a year earlier. Manufacturers report rationing and paused coating lines; some firms are refusing smaller customers to conserve material for key engine makers. Scandium — produced in only tens of tonnes annually worldwide — is used in specialty aluminum alloys, fuel cells and critical chip packaging steps for 5G smartphones and base stations. U.S. officials say shortages have not yet halted jet engine or chip output but warn the semiconductor industry may be a targeted end user under China’s licensing rules. Alternatives such as South Korea’s Korea Zinc (advanced hydrometallurgical refining) are noted but scaling non-China supply chains will take time. For traders: tight, China-concentrated supply chains for niche rare earths increase geopolitical and supply risk for semiconductor and defense-related equities and may feed volatility into related commodity and tech sectors.
Bearish
ScandiumYttrium5G chipsRare earthsSupply chain risk

Bloomberg and Kaiko Partner to Deliver Licensed Market Data Onchain; Robinhood Lists CC

|
Bloomberg has partnered with Paris-based digital-asset data provider Kaiko to make licensed financial market data directly available within blockchain environments. The collaboration aims to standardize pricing, security identifiers and reference data for tokenized markets, reducing reconciliation disputes and improving data integrity for institutional participants such as banks and asset managers. The first targeted use case is tokenized US Treasury bills and repo markets on the Canton Network. Kaiko CEO Ambre Soubiran highlighted the need for enterprise-grade data in tokenized securities infrastructure; Kaiko strengthened its regulated index capabilities by acquiring Vinter in 2024. Separately, token CC was listed on Robinhood, expanding retail access and potentially increasing liquidity. The article includes a short technical snapshot for CC (price ~ $0.17, bullish indicators such as RSI ~58, EMA20 ~$0.164) but notes mixed short-term signals. Market relevance: the partnership supports growth of tokenized real-world assets (RWA), estimated at around $25 billion excluding stablecoins, and may accelerate institutional adoption by embedding a common licensed data source onchain.
Bullish
BloombergKaikoTokenized MarketsReal-World AssetsCC Listing

Shiba Inu Fails to Clear 26-Day EMA as Bears Hold Control

|
Shiba Inu (SHIB) is testing the 26-day exponential moving average (EMA) as resistance while the broader trend remains bearish. Price action shows lower highs and lower lows; attempts to rally fade as sellers use rallies as exit points. Recent on-chain/market volume was around 374 billion SHIB, which the report describes as insufficient to validate a true breakout. Short-term EMAs remain below longer-term EMAs, a classic bearish alignment, and the RSI sits in neutral territory — suggesting indecision rather than a reversal. Two scenarios are highlighted: a bullish breakout if SHIB reclaims the 26-day EMA with rising volume (potential short squeeze toward higher EMA clusters), or a more likely rejection that sends SHIB back to recent support zones if volume stays weak and market sentiment cools. At the time of reporting SHIB traded near $0.00000599, down ~6.33% in 24 hours. Primary keywords: Shiba Inu, SHIB price, 26-day EMA, breakout, breakdown, volume.
Bearish
Shiba InuSHIBTechnical Analysis26-day EMAVolume

Sophia Space Raises $10M to Demonstrate Passive Cooling TILES for Orbital Computers

|
Sophia Space secured a $10 million seed round led by Alpha Funds, KDDI Green Partners Fund and Unlock Venture Partners to validate a passive cooling architecture for in‑orbit computing. The company adapted thin, sail‑like solar structures from a Caltech orbital solar program into one‑meter ’TILE’ server modules that integrate solar generation and passive heat spreaders. By placing processors directly against large, thin radiative surfaces, the design seeks to eliminate pumps, fluids and heavy radiators. A smart software layer will manage workloads to avoid thermal hotspots. The funding will finance a ground demonstration and a planned orbital test aboard an Apex Space bus targeted for late 2027–early 2028. Initial commercial targets include Earth‑observation satellites, national security payloads and next‑gen communications requiring on‑orbit data processing. Long term, Sophia aims for interconnected 50×50 m arrays delivering ~1 MW of computing power, arguing passive thermal efficiency is essential for viable orbital data centers.
Neutral
space computingpassive coolingsatellite hardwareorbital data centersseed funding

Zuckerberg’s Milan Appearance Spurs Speculation of Prada x Meta AI Glasses

|
Mark Zuckerberg’s front-row appearance at Prada’s Fall/Winter 2026 show beside Prada executive Lorenzo Bertelli has intensified speculation that Meta may release Prada-branded AI glasses. Reports from 2025 said Prada AI glasses were in development, and Meta already sells smart glasses (Ray-Ban Meta, Oakley Meta) manufactured by EssilorLuxottica — which renewed its Prada licensing deal through 2030. Meta reported selling over 7 million smart-glass units in 2025 (up from 2 million in 2024), highlighting rapid growth but a gap in the luxury segment. A Prada collaboration could give Meta fashion credibility and allow it to place AI wearables in the high-end market. Privacy concerns remain critical: media reports suggest Meta is reconsidering facial recognition for its glasses amid public backlash, and detection apps for smart glasses exist. If launched, Prada Meta AI glasses would likely command premium pricing, shift competitive dynamics in wearable tech, and influence future eyewear designs. No official confirmation from Meta has been made.
Neutral
MetaPradaAI glassesWearable techPrivacy

Licensed Web3 Sportsbooks for Horse Racing: Top Picks (2026)

|
Licensed Web3 sportsbooks are gaining traction in 2026 for horse racing, combining regulated oversight with crypto-native features such as wallet-based, non-custodial betting, instant deposits/withdrawals, and on-chain transparency. This review highlights leading licensed platforms optimized for racebooks: Dexsport (Anjouan license, CertiK audits, non-custodial wagering, competitive odds, 60% free bets + up to 15% cashback), BetOnline (Curaçao, 60+ tracks, daily 7–9% rebates, expert handicapping), BetNow (Panama/Curaçao-style, simple UI, 10% rebate), Betplay (Curaçao offshore, Lightning Network payouts, dedicated racing pages) and Cloudbet (Curaçao, deep markets, high limits). Key features to look for are official licensing, broad racebook coverage (win/place/show, exotics, futures), multi-coin crypto support (BTC, ETH, USDT), audits/provably-fair elements, mobile optimization, and race-specific promotions. Benefits for traders include faster race-day settlement, lower fees, and greater transparency; risks include crypto volatility, jurisdictional limits of offshore licenses, and responsible-gambling concerns. Practical steps to start: choose a licensed site, create a crypto wallet (MetaMask/Trust Wallet), fund with stablecoins or BTC/ETH, connect wallet or sign up, place wagers in the racebook, and withdraw in crypto. For traders, licensed Web3 racebooks offer regulated trust plus crypto speed — verify licenses, prefer stablecoins for staking, use rebates and promos strategically, and manage bankrolls to mitigate volatility and gambling risk.
Neutral
Web3 sportsbookshorse racingcrypto bettinglicensed racebooksstablecoins

MicroStrategy CMF Near Zero Signals Institutional Indecision, Weakening Bitcoin Proxy Case

|
MicroStrategy’s Chaikin Money Flow (CMF) has flattened near zero, indicating institutional indecision over the company’s position as a public Bitcoin proxy. The CMF — a 21-day volume-weighted indicator — measures buying and selling pressure; values above +0.05 suggest accumulation, below -0.05 suggest distribution. MSTR’s CMF lingering around zero implies balanced buying and selling, meaning large institutional players may be pausing or reassessing exposure to MicroStrategy’s extensive Bitcoin treasury. Because MicroStrategy’s equity behaves as a leveraged play on Bitcoin (BTC), periods of stagnant or weak BTC price action tend to prompt sharper declines in MSTR as the premium for proxy exposure is harder to justify. Traders should watch for a decisive CMF crossover (>+0.05 for accumulation or <-0.05 for distribution), corresponding Bitcoin price moves, and company announcements on its Bitcoin strategy. Short term, expect elevated volatility and unclear directional bias for MSTR until a clear catalyst emerges; long term, MSTR’s outlook remains tied to Bitcoin adoption and price, regulatory developments, and corporate treasury decisions. Primary keywords: MicroStrategy, CMF indicator, Bitcoin proxy, institutional indecision, MSTR. Secondary/semantic keywords: Chaikin Money Flow, volume-based indicator, BTC correlation, distribution, accumulation, trading catalyst.
Neutral
MicroStrategyCMF indicatorBitcoin proxyinstitutional indecisionMSTR trading

Bitcoin bull case hinges on reclaiming $74,500 — why that level matters

|
Bitcoin (BTC) rose ~7.5% over two days after dipping to $62,400, but the broader bull/bear outlook hinges on reclaiming $74,500. Onchain metrics show the realized price for UTXOs aged six months–two years sits near $74,500 — the average cost basis for many holders from the previous cycle. That cohort’s MVRV is ~0.88, indicating aggregated unrealized losses below $74,500; a sustained move above this level would return many coins to profit and likely reduce sell pressure. Realized price support for 18–24 month UTXOs is near $64,200 and was recently tested but held. Long-term holder supply recovered to about 13.96 million BTC after a multi-year low, implying continued dormancy. Bitcoin’s realized cap remains near cycle highs but net position change has compressed toward neutral, showing limited fresh capital inflows. Traders should watch $74,500 as a key inflection: a decisive reclaim could signal renewed accumulation and a shift toward higher liquidity bands (potentially toward $100K), while failure to hold gains risks renewed distribution. This article contains no investment advice.
Bullish
BitcoinRealized PriceMVRVOnchain AnalyticsMarket Structure

Bipartisan bill shields blockchain developers from criminal money‑laundering law to keep tech jobs in U.S.

|
A bipartisan bill, the Promoting Innovation in Blockchain Development Act of 2026, was introduced to protect software and open‑source blockchain developers from prosecution under Section 1960—a U.S. criminal statute aimed at money‑transmitting offenses and money laundering. The measure aims to remove legal uncertainty that has chilled American innovation and pushed developers to friendlier jurisdictions. The article highlights the broader policy context: clear regulatory frameworks abroad, the U.S. SEC’s reported shift under Chairman Paul Atkins toward engagement and rulemaking, and ecosystem growth examples such as Solana (noted for leading new developer growth in 2024 per Electric Capital). The piece argues that protecting benign coding activity and providing durable, understandable rules will help retain talent, preserve U.S. leadership in digital financial infrastructure, and support evolution toward faster, internet‑native capital markets.
Bullish
Blockchain regulationOpen-source developersU.S. policySolanaDigital financial infrastructure