The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
Derive said options positioning and easing downside skew show traders cautiously preparing for a potential bitcoin recovery.
Bernstein analysts said Figure delivered "solid" fourth-quarter results, backing their outperform rating and $72 price target.
A steep accounting loss tied to bitcoin’s price decline overshadowed gains, but MARA is betting its future on AI-driven revenue.
Block is reducing its staff from over 10,000 people to just under 6,000, Dorsey said in a note to the company.
Circle’s expanding role in infrastructure is starting to contribute incremental, higher-margin revenue beyond reserve income.
Saylor says Strategy is shifting from promoting corporate bitcoin balance sheet adoption to marketing STRC as its core funding vehicle.
Benchmark says 2026 will hinge on Hut 8 proving it can convert its AI pipeline into contracted, long-duration cash flows.
ETHZilla’s ETH holdings have shrunk after multiple sales, including $40 million in October and $74.5 million in December.
The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
Circle shares surged 30% to around $80 after earnings, extending pre-market gains as analysts pointed to stronger-than-expected margins.
GD's market cap-to-net asset value ratio (mNAV) sits around 0.5, one of the worst among corporate bitcoin holders.
Hut 8's 2025 results were weighed down by $220 million in unrealized digital asset losses, reversing large gains a year earlier.
About 94,636 BTC tied to the 2016 Bitfinex hack, roughly 30% of the U.S. Strategic Bitcoin Reserve, remain frozen pending legal proceedings.
Circle reported $770 million in Q4 revenue and reserve income as USDC circulation reached $75.3 billion and issued 40% CAGR guidance.
Founded in the 1990s, PayPal is considered a pioneer in facilitating internet payments and normalizing digital wallets.
Analysts warn the bitcoin market is vulnerable to a deeper flush amid ETF outflows, miner selling and macro shocks.
Binance now offers trading in select tokenized U.S. stocks and ETFs through a partnership with Ondo Finance.
Yahoo Finance will add “Trade [asset] on Coinbase” buttons to each asset page, Coinbase’s Mark Troianovski told The Block.
Pacific Backbone initiative will develop a high-speed, low-latency network connecting Seoul, Tokyo, Singapore, and Hong Kong.
Bitmine increased holdings to 4.42 million ETH, controlling 3.66% of supply and generating $171 million staking revenue.
Crypto ETP outflows have reached $4 billion over five weeks as trading volumes fell to their lowest level since July 2025, CoinShares said.
Standard Chartered said stablecoin growth could generate up to $1 trillion in new T-bill demand by 2028, potentially reshaping issuance.
CryptoQuant said the exchange whale ratio has risen to 0.64, the highest level since 2015, suggesting whales are leading selling activity.
21shares said “a negative ruling on tariffs could potentially hurt Treasuries and the dollar, while favoring stocks and crypto.”
Analysts warned that weak ETF flows, constrained liquidity, and fragile accumulation are keeping bitcoin's price rangebound and indecisive.
Mizuho keeps its $26 price target for Gemini and argues cost reductions and a narrower geographic focus could improve margins over time.
Bitdeer plans $300 million convertible note offering to expand high-performance computing; shares drop 18%, down 37% this month.
The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
Starboard argues Riot’s Texas power assets position the company to secure large AI data center tenants if management accelerates deal execution.