Industry insiders expect deal momentum to continue into 2026, driven by consolidation, targeted acquisitions, and a still-open IPO window.
BitMine is the world's largest Ethereum digital asset treasury (DAT) with roughly 3.41% of the total ETH circulating supply.
The purchase brings Strategy’s total bitcoin holdings to 672,497 BTC, acquired at an average price of about $74,997 per bitcoin.
Overall, the S&P 500 rose nearly 20% year-to-date while the price of bitcoin dropped around 4% in the same period.
The $31 billion in combined flows to Bitcoin and Ethereum ETFs during 2025 demonstrates substantial institutional demand.
TD Cowen said the added cash strengthens Strategy’s ability to operate through a “prolonged crypto winter” by improving liquidity.
The lease pushes operating cost risk to the tenant while securing long-dated, backstopped cash flows, improving earnings visibility.
JPMorgan highlighted rising engagement and monetization potential across both transaction and subscription products.
The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
The company signed a 15-year lease with Fluidstack at its River Bend campus in Louisiana, with Google providing a financial backstop.
K33 predicts early holder selling will ease in 2026, with two-year bitcoin supply recovering as net buy-side demand emerges.
Stocks on Securitize will be 'real, regulated shares' that are issued onchain and recorded on an issuer's cap table.
The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
Hougan also expects bitcoin to show lower volatility and falling correlation with stocks, creating a favorable "trifecta" for investors.
The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
It marks the third consecutive week of inflows, reflecting a cautious yet optimistic investor base, Head of Research James Butterfill said.
The Federal Reserve begins Treasury bill purchases later Friday, starting with $8.2 billion as part of its reserve management program.
The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
The firm said bitcoin could move toward $112,000 in the near term, but only if it clears two key resistance levels first.
The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
Total levered short liquidations exceeded $260 million over the past four hours, according to CoinGlass data.
Standard Chartered has halved its end-2025 bitcoin target to $100,000 but noted that the long-term bull case remains intact.
Bitcoin appears pinned near $90,000 ahead of the FOMC, with analysts arguing that Powell’s guidance will dictate crypto’s next major move.
Bitwise CIO Matt Hougan said crypto is positioned for 10–20x growth as tokenization, bitcoin, and stablecoins gain mainstream adoption.
Tom Lee said BitMine is seeing improving market conditions roughly eight weeks after October’s liquidation shock.
It marks the second consecutive week of inflows alongside outflows from short ETPs, hinting at easing negative sentiment, CoinShares said.
The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
JPMorgan reiterated that its bitcoin-to-gold model still points to a theoretical price of about $170,000 in the next 6–12 months.
The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
CQ’s Julio Moreno told The Block that if the bear market continues, bitcoin could trade between $70,000 and $55,000 next year.