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Why did NYSE parent ICE choose to invest in and partner with crypto exchange OKX? What exactly is ICE trying to achieve here?

#markets #bitfinex #nansen #spot bitcoin etfs #equities #analyst reports

Fresh bitcoin ETF outflows and a tense macro backdrop point to a fragile recovery after prices previously pushed above $70,000, analysts say.

#markets #bitcoin #tokens #equities #token projects #analyst reports

"Bitcoin is still inside a bear market, despite the recent price rally," Julio Moreno, head of research at CryptoQuant, said.

#markets #policy #coinbase #legal #exchanges #anti-money laundering #the block #equities #companies #public equities #court hearings

The complaint centers on custody disclosures tied to bankruptcy risk, whether Coinbase listed tokens that could be securities and deficiencies in the company’s AML program.

#markets #spot bitcoin etfs #equities #blackrock ibit #analyst reports

Analysts said renewed ETF inflows may be reviving bitcoin’s long-debated “safe haven” narrative as its price approaches the mid-$70,000s.

#markets #coinbase #gemini #exchanges #bitcoin etf #funds #zcash #equities #companies #market updates #crypto movers #equity movers #public equities #bitcoin-price #bitcoin-miners

Crypto-linked equities outpaced the broader market rally, with Gemini shares jumping about 34% and Coinbase climbing roughly 15%.

#markets #bitcoin #federal reserve #policy #coinbase #brian armstrong #people #congress #regulation #stablecoins #central banks #kraken #exchanges #bitcoin etf #funds #donald trump #jpmorgan #equities #macro #token projects #companies #crypto ecosystems #u.s. policymaking #finance firms #public equities #tradfi banks #analyst reports

The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.

#markets #stablecoins #the block #equities #strategy #companies #crypto ecosystems #company intelligence #public equities #analyst reports #strc #stablecoin-yield

Strategy raised STRC’s monthly dividend to 11.5%, part of a mechanism designed to keep the preferred shares trading near their $100 par value.

#markets #solana #usdc #stablecoins #equities #crypto infrastructure #companies #crypto ecosystems #layer 1s #blockchain-payments

Solana's record monthly stablecoin transaction volume follows growing appetite for retail payments infrastructure over memecoins.

#markets #bitcoin #exchanges #bitcoin etf #funds #equities #token projects #companies #analyst reports

K33 said bitcoin is heavily oversold after the prolonged sell-off, arguing there is "no compelling reason" to sell BTC at current levels.

#markets #spot bitcoin etfs #equities #analyst reports #iran israel

Bitcoin has pushed toward $72,000 as spot bitcoin ETF inflows stretched into a second straight session amid war in the Middle East.

#markets #usdc #stablecoins #circle #the block #equities #companies #crypto ecosystems #equity movers #public equities #analyst reports

Mizuho said shifting Fed expectations may matter more for Circle’s valuation multiple than for near-term revenue.

#markets #chainalysis #equities #analyst reports #iran israel #iran-crypto

Chainalysis says Iranian bitcoin withdrawals surge ahead of unrest, a reoccuring crisis-response within its $7.8 billion crypto ecosystem.

#markets #mara #earnings #equities #mining companies #crypto infrastructure #companies #public equities #bitcoin balances

MARA has expanded its policy to allow balance sheet bitcoin sales after reporting a $422.2 million fair-value decline in 2025.

#markets #funds #equities #companies #market updates #public equities #ethereum treasury #bitmine #tom lee bitmine

Bitmine holds 4.47 million ETH, or 3.71% of supply, with total crypto, cash and equity stakes valued at $9.9 billion.

#markets #coinshares #inflows #equities #companies #finance firms #analyst reports #crypto-funds

Crypto funds have reversed course, with $1 billion in inflows ending a five-week outflow streak amid a bitcoin-led recovery, per CoinShares.

#markets #crypto market #inflation #equities #analyst reports #macro economics #iran israel

Bitcoin has continued to trade defensively near the mid-$60,000s as traders balance rising Iran-related war risk and interest-rate pressures.

#markets #equities #equity movers #public equities #analyst reports

Block reported impressive financial results and guidance, illustrating building financial momentum, according to William Blair.

#markets #bitcoin #policy #crime #binance #people #regulation #tech #stablecoins #legal #exchanges #treasury department #tokens #block #rollups #fintech #layoffs #equities #macro #token projects #restructuring #companies #crypto ecosystems #layer 2s and scaling #u.s. policymaking #finance firms #public equities #international policymaking #tradfi banks #analyst reports

The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.

#markets #bitcoin #equities #macro #token projects #analyst reports

Derive said options positioning and easing downside skew show traders cautiously preparing for a potential bitcoin recovery.

#markets #earnings #the block #equities #companies #crypto ecosystems #public equities #analyst reports

Bernstein analysts said Figure delivered "solid" fourth-quarter results, backing their outperform rating and $72 price target.

#markets #mara #earnings #the block #equities #mining companies #crypto infrastructure #companies #equity movers #public equities #mara price

A steep accounting loss tied to bitcoin’s price decline overshadowed gains, but MARA is betting its future on AI-driven revenue.

#markets #equities #companies #equity movers #company intelligence #public equities

Block is reducing its staff from over 10,000 people to just under 6,000, Dorsey said in a note to the company.

#markets #usdc #stablecoins #circle #the block #equities #crypto infrastructure #companies #crypto ecosystems #public equities #analyst reports #crcl price

Circle’s expanding role in infrastructure is starting to contribute incremental, higher-margin revenue beyond reserve income.

#markets #mstr #the block #equities #strategy #companies #public equities #michael-saylor #analyst reports #strc

Saylor says Strategy is shifting from promoting corporate bitcoin balance sheet adoption to marketing STRC as its core funding vehicle.

#markets #the block #equities #benchmark #mining companies #crypto infrastructure #companies #public equities #analyst reports #hut-8 #bitcoin-miners

Benchmark says 2026 will hinge on Hut 8 proving it can convert its AI pipeline into contracted, long-duration cash flows.

#markets #the block #equities #restructuring #companies #equity movers #public equities #ethereum treasury #ethzilla #eth-price

ETHZilla’s ETH holdings have shrunk after multiple sales, including $40 million in October and $74.5 million in December.

#markets #bitcoin #defi #policy #usdc #aave #stablecoins #daos #governance #wintermute #equities #token projects #companies #crypto ecosystems #finance firms #international policymaking #governance votes #analyst reports #asian parliaments

The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.

#markets #usdc #stablecoins #circle #earnings #equities #companies #crypto ecosystems #equity movers #company intelligence #public equities #analyst reports #jeremy-allaire

Circle shares surged 30% to around $80 after earnings, extending pre-market gains as analysts pointed to stronger-than-expected margins.

#markets #equities #equity movers #public equities

GD's market cap-to-net asset value ratio (mNAV) sits around 0.5, one of the worst among corporate bitcoin holders.