SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is experiencing significant market volatility driven by reports of delays in its next-generation AI model, 'Avocado,' which has triggered debates over the company's aggressive infrastructure capital expenditures. While some market participants are expressing skepticism regarding Meta's ability to maintain a technological lead, bullish investors are actively using these price dips to accumulate shares, citing strong fundamental ad revenue and the long-term potential of the company's internal AI chip development.

Trump For President

The $TRUMP token is experiencing extreme volatility and intense social media debate, driven by a speculative promotional event involving potential gala invitations for top holders. Community discussion remains deeply polarized, with supporters highlighting the token's meme-driven momentum while critics aggressively label the project a manipulative grift and an "idiot tax" amidst ongoing geopolitical and political controversies.

Sable Offshore Corp. engages in offshore oil and gas field operations. It focuses on developing the prolific Santa Ynez Unit in federal waters offshore California. The company was founded by James C. Flores on October 16, 2020 and is headquartered in Houston, TX.

Sable Offshore Corp.

Sable Offshore is trending as traders closely monitor high-stakes legal battles and federal intervention involving the restart of the Santa Ynez Unit and associated pipelines. The community is actively debating the potential for a massive short squeeze driven by the company's significant short interest, while weighing the impact of aggressive federal support against persistent regulatory and legal resistance from California.

$RARI is an ERC-20 token that controls the RARI Foundation treasury and governs the Rarible protocol and RARI Chain. The token was issued in 2020 with a max. supply of 25 million $RARI.

Rarible

Rarible is generating conversation among traders due to its low market capitalization and limited circulating supply, fueling speculation about potential for sharp price movements. Community members remain divided, with some actively accumulating in anticipation of an NFT market resurgence while others express frustration over stagnant performance and the need for broader exchange listings.

Portillo's, Inc. serves street food through high-energy, multichannel restaurants designed to ignite the senses and create a memorable dining experience. The company was founded on June 8, 2021 and is headquartered in Oak Brook, IL.

Portillos Inc - Ordinary Shares - Class A

Portillos is attracting significant attention as investors speculate on a potential turnaround following a major leadership transition and ongoing expansion into new territories like Georgia. Community discussion is heavily focused on the stock's valuation relative to its strong brand loyalty and high-volume restaurant locations, with many investors actively debating whether the current price point represents an undervalued long-term opportunity or a symptom of broader restaurant sector headwinds.

EHang Holdings Ltd. engages in the provision of aerial vehicle technology platform company. It also provides unmanned aerial vehicle (UAV) systems and solutions: air mobility (including human transportation and logistics), smart city management, and aerial media solutions. The firm operates through the following geographical segments: P.R.C., West Asia, East Asia, South America, Europe, and Other. The company was founded by Huazhi Hu and Yifang Derrick Xiong in December 2014 and is headquartered in Guangzhou, China.

EHang Holdings Ltd - ADR

EHang Holdings

EHang is trending due to significant momentum in the global low-altitude economy, fueled by the upcoming debut of the VT35 long-range eVTOL and confirmed commercial passenger flight operations set to begin in Saudi Arabia. Investors are actively debating the company's valuation gap compared to Western competitors, with many pointing to its unique regulatory certifications and operational milestones as key drivers for long-term growth despite recent market volatility.

Fair Isaac Corp. engages in the provision of decision management solutions. It operates through the Software and Scores segments. The Software segment includes pre-configured analytic and decision management solutions designed for a specific type of business need or process. The Scores segment focuses on business-to-business scoring solutions and services, business-to-consumer scoring solutions and services including myFICO solutions for consumers and associated professional services. The company was founded by Bill Fair and Earl Isaac in 1956 and is headquartered in San Jose, CA.

Fair Isaac Corp.

Fair, Isaac Corp.

Fair Isaac Corp. (FICO) is seeing heavy volatility as investors weigh the stock's recent pullbacks against conflicting community sentiment regarding its competitive moat. While some traders are capitalizing on technical dips and betting on a rebound, others remain concerned about regulatory scrutiny and potential market share erosion from lower-cost alternatives.

Movement Network is a secure and scalable blockchain designed to make Move programming accessible to developers everywhere. With high-performance execution and security, Movement delivers the infrastructure for the next generation of decentralized applications and unleashes opportunity and financial empowerment for anyone, anywhere.  $MOVE is the native token of Movement Network, for transaction fees and staking to secure the network. The Movement M1 (Layer 1) Network is powered by the Move programming language, unleashing opportunity, accessibility, and financial empowerment for anyone, anywhere.

MarketMove

MarketMove (MOVE) is trending as traders analyze its role in the U.S. Treasury volatility market alongside its activity as a crypto token with a volatile, low-float structure. The community is actively debating its potential for momentum-driven price swings, with many discussing its speculative nature and comparing it to other recent market runners.

Tidal Trust II - YieldMax MSTR Option Income Strategy ETF

YieldMax MSTR Option Income Strategy ETF

MSTY is trending as investors digest a confirmed 1-for-5 reverse stock split and a significant decline in recent dividend payouts, leading to intense debate over the fund's long-term sustainability. The community remains polarized, with some traders actively rotating positions to hedge volatility while others express frustration over severe NAV erosion.

Costco Wholesale Corp. engages in the provision of operation of membership warehouses through wholly owned subsidiaries. It operates through the following geographical segments: United States, Canada, and Other International Operations. The company was founded by James D. Sinegal and Jeffrey H. Brotman in 1983 and is headquartered in Issaquah, WA.

Costco Wholesale Corp

Costco is currently trending as investors weigh strong comparable sales growth and digital expansion against lingering concerns regarding premium valuation and legal headwinds. The community is actively discussing the retailer's ability to maintain its defensive, membership-driven model while monitoring potential tariff-related litigation and volatility around the upcoming earnings release.

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

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HDFC Bank Ltd.

ITC Ltd.

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Apple Inc.

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<ul class="summary-bullets"><li>Mastercard launched a Crypto Partner Program with more than 85 companies, including Binance, Circle, Gemini, Paxos, Ripple, PayPal, Polygon, and Solana.</li><li>The initiative focuses on real-world uses such as cross-border remittances, business payouts, and settlements across Mastercard’s global network.</li><li>Mastercard began forming official relationships with cryptocurrency startups in 2019.</li></ul>As traditional payment networks deepen their push into digital assets, Mastercard launched a Crypto Partner Program that brings together more than 85 crypto companies, payment providers, and financial institutions.Mastercard (MA) announced on Wednesday that the initiative included partners such as Binance (BNB), Circle (CRCL), Gemini (GEMI), Paxos (PAX), Ripple (XRP), PayPal (PYPL), Polygon (POL), and Solana (SOL), and will focus on real-world applications, including cross-border remittances, business payouts, and settlement infrastructure across its network operating in more than 200 countries.<h2 class="st-heading-2">Framework For Collaboration</h2>Mastercard noted that digital assets were moving into a new stage of adoption. “Digital assets are entering a new phase. What once ran in parallel to existing financial systems is increasingly being applied to solve practical, real-world needs, often behind the scenes, from cross-border remittances to B2B money transfers,” the company&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Mastercard/status/2031735022919516589">said</a> on X.<figure class="image"><a class="st-link-external" href="https://x.com/Mastercard/status/2031735022919516589" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_11_at_1_10_48_PM_png_9021afff22.webp" alt="Screenshot 2026-03-11 at 1.10.48 PM.png" width="902" height="1026"></a><figcaption>Mastercard announces partnership with over 85 crypto firms. Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Mastercard">Mastercard</a>/x</figcaption></figure>The payments firm added that the new initiative aimed to create a framework for collaboration across the ecosystem as blockchain-based payment technology continues to mature.Mastercard was down roughly 1.8% following the launch of its crypto partner program during afternoon trading. On Stocktwits, retail sentiment around MA remained in ‘bearish’ territory, with ‘low’ chatter levels over the past day.<h2 class="st-heading-2">Industry Responses</h2>To enable customers to spend digital assets using payment cards on its network, Mastercard began forming official relationships with cryptocurrency startups in 2019. Wirex, BitPay, and the Coinbase (COIN) Card, which offered debit cards linked to customers' bitcoin accounts, were among the early partners.Ripple&nbsp;stated that the industry-wide collaboration would be important as digital assets move toward practical use cases. “We see collaboration across the ecosystem as key to connecting on-chain innovation with trusted global payments infrastructure,” it added. Solana also confirmed its participation in the initiative. The network&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/solana/status/2031746973573775390">said</a> it had joined Mastercard’s Crypto Partner Program.Separately, Bloomberg ETF analyst James Seyffart&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/JSeyff/status/2031097833021989352">shared</a> data showing the largest institutional holders of spot Solana ETFs. The list included market makers and investment firms such as Electric Capital Partners, Goldman Sachs, SIG Holding, and Multicoin Capital. Goldman Sachs currently also holds the largest reported institutional position in XRP exchange-traded funds.XRP traded at $1, down 3% over the past 24 hours, while Solana traded at $85, down over 2% over the same period.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/vivek-ramaswamy-backed-strive-buys-50-m-of-strategy-s-strc-saylor-says-bitcoin-capital-stack-is-taking-shape/cZdrcwkRIJs">Vivek Ramaswamy-Backed Strive Buys $50M Of Strategy's STRC – Saylor Says 'Bitcoin Capital Stack Is Taking Shape'</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, a person holds a smartphone displaying the logo of Mastercard Inc.

Mastercard Partners With Ripple, Solana, Circle On Cross-Border, B2B Transfers

The payments firm added that the new initiative aimed to create a framework for collaboration across the ecosystem as blockchain-based payment technology continues to mature.

Equity

<ul class="summary-bullets"><li>Strive also announced that it added 179 Bitcoin, bringing its holdings to about 13,311 BTC.</li><li>Michael Saylor reacted to it, saying that the “Bitcoin capital stack is taking shape.”</li><li>According to the company, the income from STRC will help support its Bitcoin-linked SATA product, which raised its dividend rate to 12.75%.</li></ul>Strive Inc. (ASST) is deepening its Bitcoin (BTC) treasury strategy, buying $50 million of Strategy’s STRC preferred stock and adding more Bitcoin, a move that drew praise from Strategy (MSTR) Executive Chairman Michael Saylor.<a href="https://stocktwits.com/symbol/ASST/sentiment">Strive Inc. (ASST)</a> CEO Matt Cole&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/ColeMacro/status/2031705447229481459">shared</a> the update on Wednesday, confirming the company’s purchase of 500,000 shares of STRC. Strategy Executive Chairman Michael Saylor reacted to the news, saying, “Bitcoin capital stack is taking shape.”Strive, purchases STRC to generate yield from Strategy's STRC, which it then uses to fund its own Bitcoin-related financial products.<figure class="image"><a class="st-link-external" href="https://x.com/saylor/status/2031710282117001226" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_11_at_11_39_38_AM_png_4c469e11cb.webp" alt="Screenshot 2026-03-11 at 11.39.38 AM.png" width="894" height="600"></a><figcaption>Strategy's Michael Saylor responds to Strive CEO. Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/saylor">saylor</a>/x</figcaption></figure>The company, co-founded by Vivek Ramaswamy, explained that the addition of STRC to its balance sheet reflects its view that it is a high-quality credit instrument with a compelling risk-return profile that offers clear advantages over traditional fixed income assets.Shares of Strive were down 0.1% on Wednesday afternoon. On Stocktwits, the retail sentiment around ASST moved from ‘bullish’ to ‘neutral’ as chatter levels around it remained ‘low’ over the past day.&nbsp;<h2 class="st-heading-2">Company Buys Additional Bitcoin&nbsp;</h2>The company now holds over 13,311 BTC after the Bitcoin treasury company bought 179 BTC.It also announced that SATA, its digital credit product, raised its dividend rate to 12.75%. The company declared a dividend of $1.0625 per share for shareholders of record at the close of business on April 1, with payment scheduled by April 15 this year.The SATA dividend reserve increased to cover about 18 months of dividend reserves interest payments, including cash, cash equivalents, and STRC holdings. Its combined Bitcoin holdings, STRC investment, and cash reserves now cover more than 19 years of SATA interest payments. Strive held $143.4 million in cash and cash equivalents as of Monday.Ben Werkman, Strive’s Chief Investment Officer, said the move reflects the firm’s continued Bitcoin strategy. “This latest purchase strengthens our balance sheet and reflects our disciplined approach to continued Bitcoin accumulation,” Werkman said.Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/vitalik-buterin-ai-crypto-agents-security-risk-ethereum/cZdA6pDRIJq">Ethereum Co-Founder Vitalik Buterin Is Not Convinced AI Agents Are Ready To Make Crypto Payments</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Vivek Ramaswamy looks on from the sideline during warmups before the game between the Ohio State Buckeyes and the Penn State Nittany Lions at Ohio Stadium on November 01, 2025 in Columbus, Ohio. (Photo by Jason Mowry/Getty Images)

Vivek Ramaswamy-Backed Strive Buys $50M Of Strategy's STRC – Saylor Says 'Bitcoin Capital Stack Is Taking Shape'

Strive announced that it purchased 500,000 shares of Strategy’s perpetual preferred stock to strengthen its balance sheet.

<ul class="summary-bullets"><li>On Wednesday, Vitalik Buterin said on X that balancing decentralization and privacy in AI agents comes with several challenges.</li><li>The Ethereum co-founder described how malicious data in the Ethereum Name Service could trick an AI agent into sending cryptocurrency to another user.</li><li>Industry leaders, including Coinbase CEO Brian Armstrong, earlier argued that AI agents would increasingly use crypto wallets for payments.</li></ul>As developers in the crypto industry work to balance security, decentralization, and privacy in AI-powered systems, Ethereum (ETH) co-founder Vitalik Buterin believes that designing safe AI agents for transactions still remains a major challenge.In a post on X, Buterin&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/VitalikButerin/status/2031614426336604311">discussed</a> the risks AI agents may face when malicious actors attempt to manipulate automated systems on Wednesday. He said developers still faced difficulties building systems that remained secure while preserving decentralized and privacy-focused features.<figure class="image"><a class="st-link-external" href="https://x.com/VitalikButerin/status/2031614426336604311" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_11_at_9_48_19_AM_png_e5dfcf3e98.webp" alt="Screenshot 2026-03-11 at 9.48.19 AM.png" width="900" height="592"></a><figcaption>Vitalik Buterin on AI agents' use of crypto wallets. Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/VitalikButerin">VitalikButerin</a>/x</figcaption></figure><h2 class="st-heading-2">Buterin Warns AI Agents Could Be Tricked Through Jailbreaks</h2>Buterin described a scenario where an AI agent reads another user’s Ethereum Name Service (ENS) profile. ENS links human-readable names to blockchain wallet addresses and other data.&nbsp;According to Buterin, an ENS profile could contain hidden instructions designed to exploit the agent. “This ENS profile includes a jailbreak that makes your agent send all your coins to [another user],” he added.Buterin’s post was a response to Ethereum developer Zeng Jiajun, who&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/zengjiajun_eth/status/2031464167266463784">said</a> his starting point was to improve the Ethereum user experience in an AI-native way without compromising security and decentralization. Zeng also said AI agents and chatbots could become the main way people interact with crypto systems, replacing browser-based wallets such as MetaMask.<h2 class="st-heading-2">Crypto Industry Leaders See AI Agents Driving Crypto Transactions</h2>Buterin’s comments came as discussion grew across the crypto industry about how artificial intelligence systems could use cryptocurrencies for payments.Coinbase CEO Brian Armstrong&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/brian_armstrong/status/2031021867973194172?s=20">said</a> on Monday that AI agents may soon conduct more transactions than humans. He added that while AI systems cannot open traditional bank accounts, they can operate cryptocurrency wallets.Armstrong added that banking rules, such as know-your-customer (KYC) requirements, made it difficult for AI systems to access conventional financial services, whereas crypto wallets could be created using private keys.Earlier this week, Binance founder Changpeng Zhao also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/cz_binance/status/2030984617109664061?s=20">said</a> that AI agents could eventually make far more payments than humans and would likely use cryptocurrency for those transactions.Some industry participants also suggested that AI systems could become major users of crypto networks. Crypto may have felt early because the industry assumed the end user would be human,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/1CrypticPoet/status/2031022920219193431?s=20">added</a> Cryptic Poet, an on-chain enthusiast.&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum (ETH)</a> was trading at $2,020, down by 1% over 24 hours. On Stocktwits, the retail sentiment around ETH remained in the ‘bearish’ territory, as chatter levels around it remained ‘low’ over the past day.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/gemi-leads-crypto-stocks-bitcoin-retreat/cZdAyn7RIJV">GEMI Leads Crypto-Linked Stocks Higher In Pre-Market, While FIGR Pulls Back</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Ethereum co-founder Vitalik Buterin speaks at ETHDenver on February 18, 2022 in Denver. (Photo by Michael Ciaglo/Getty Images)

Ethereum Co-Founder Vitalik Buterin Is Not Convinced AI Agents Are Ready To Make Crypto Payments

AI agents could become major users of crypto, but the security of crypto still has a long way to go, Vitalik Buterin notes. 

AI Agents Could Run Future Crypto Payments – But They Are Vulnerable To ‘Jailbreak’ Attacks, Says Vitalik Buterin 

Cryptocurrency

AI agents could become major users of crypto, but the security of crypto still has a long way to go, Vitalik Buterin notes. 


<ul class="summary-bullets"><li>GEMI stock rose by more than 1% following a $130 million Bitcoin transfer tied to its founders.</li><li>American Bitcoin Corp (ABTC) rose after reports of insider buying.</li><li>FIGR pulled back after a massive rally in its previous session.</li></ul>Crypto-linked equities showed mixed momentum early Wednesday, with Bitcoin (BTC) pulling back after briefly reaching $71,600 on Tuesday, leaving just a few crypto-linked equities trading higher in pre-market trading.At the time of writing,&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin (BTC)</a> was trading at $69,322, down over 1% in the last 24 hours. On Stocktwits, the retail sentiment around BTC dropped from ‘bullish’ to ‘neutral’, while chatter levels remained ‘low’ over the past day.<h2 class="st-heading-2">GEMI Stock Takes Lead</h2>Among crypto-linked equities,&nbsp;<a href="https://stocktwits.com/symbol/GEMI">Gemini Space Station (GEMI)</a> led gains in pre-market trading, rising over 1% after closing over 6% in Tuesday's session.This move comes after Gemini co-founders Cameron and Tyler Winklevoss transferred $130<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/winklevoss-bitcoin-transfer-gemini-wallets-130m-btc/cZdosauRI73"> million worth of&nbsp; Bitcoin</a> to Gemini hot wallets on Tuesday.&nbsp;The stock has a consensus price target of roughly $13.50, with projections ranging from a high of $27 to a low of $7, according to Fiscal AI.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_11_at_8_22_55_AM_png_a26795bd6b.webp" alt="Screenshot 2026-03-11 at 8.22.55 AM.png" width="1404" height="838"><figcaption>GEMI retail sentiment and message volume on March 11 as of 8:23 a.m. ET | Source: Stocktwits</figcaption></figure>On Stocktwits, retail sentiment around GEMI dropped from ‘extremely bullish’ to ‘bullish’ over the past day, as chatter levels around it remained ‘extremely high’ over the past day.<h2 class="st-heading-2">Twenty One Capital Edges Higher, Strive Asset Slips</h2>Following Gemini’s rise was&nbsp;<a href="https://stocktwits.com/symbol/XXI">Twenty One Capital, Inc. (XXI)</a>, which rose 0.2% higher in pre-market. On Tuesday, Twenty One Capital closed 5% higher.&nbsp;Shares of Twenty One Capital, Inc. (XXI) have remained under pressure, trading at $6.94 and down 25% year to date.On Stocktwits, retail sentiment around XXI remained in ‘bearish’ territory, as chatter levels remained in the ‘normal’ over the past day.&nbsp;In pre-market,&nbsp;<a href="https://stocktwits.com/symbol/ASST">Strive Asset Management, LLC (ASST)</a> was down 0.6%. According to&nbsp;Fiscal AI, the average price target for ASST by December 2026 is $22.20, suggesting room for potential upside. However, on Stocktwits, retail sentiment for ASST dropped from ‘bullish’ to ‘neutral’ zone, as chatter levels remained ‘low’ over the past day.<h2 class="st-heading-2">ABTC Edges Higher But Tanks Along With BTC’s Drop</h2>The previous trading session ended with&nbsp;<a href="https://stocktwits.com/symbol/ABTC">American Bitcoin Corp. (ABTC)</a> up more than 5%. The stock gained nearly 1% during pre-market trading. According to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.coindesk.com/business/2026/03/05/trump-backed-american-bitcoin-board-members-scoop-up-stock-following-earnings?">reports</a>, the company's two board members bought $1.6 million worth of shares on the open market last week.&nbsp;The company reportedly owns 6,500 BTC, and its stock price closely tracks Bitcoin's price.On Stocktwits, retail sentiment around ABTC dropped from ‘bullish’ to ‘neutral’ zone, but chatter levels continued to stay ‘high’ over the past day.<h2 class="st-heading-2">FIGR Fails To Keep Momentum</h2><a href="https://stocktwits.com/symbol/FIGR">Figure Technology Solutions, Inc. (FIGR)</a> ended the&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/figr-stock-in-spotlight-after-mizuho-cuts-price-target-but-analyst-finds-aggressive-expansion-of-total-addressable-market-encouraging/cZdoUbgRI70">previous session at over $39</a>, up over 21% for the day. In pre-market trading, the stock was marginally lower, down 0.33%. On Stocktwits, retail sentiment around FIGR improved from ‘bearish’ to ‘bullish’ over the past day. Chatter levels also improved from ‘low’ to ‘high’ over the past day.&nbsp;With Bitcoin retreating from its recent highs, traders appear cautious across the broader crypto-equities market.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/circle-s-tokenized-money-fund-usyc-surpasses-2b-in-assets/cZdoz0uRI7j">Circle’s Tokenized Money Fund USYC Surpasses $2B In Assets</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The cryptocurrency chart BTC - U.S. Dollar is displayed on a mobile screen with a Bitcoin visible in the background in this photo illustration in Brussels, Belgium, on February 6, 2026. (Photo by Jonathan Raa/NurPhoto via Getty Images)

GEMI Leads Crypto-Linked Stocks Higher In Pre-Market, While FIGR Pulls Back

GEMI stock rose by more than 1% following a $130 million Bitcoin transfer tied to its founders. American Bitcoin Corp (ABTC) rose after reports of insider buying.

Crypto-linked equities traded mixed Wednesday morning as Bitcoin pulled back after briefly touching $71,600.

<ul class="summary-bullets"><li>Circle’s tokenized money market fund, USYC, recently surpassed $2 billion in assets under management.</li><li>Circle CEO and co-founder Jeremy Allaire said the fund had grown rapidly.</li><li>The milestone comes as stablecoins and tokenized assets continued to expand across financial markets.</li></ul>Circle’s tokenized money market fund USYC has surpassed $2 billion in assets under management, the company announced on Tuesday.&nbsp;Circle co-founder and CEO Jeremy Allaire&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/jerallaire/status/2031409499022700862">highlighted&nbsp;</a>the development, saying the fund had “grown rapidly and just passed $2 billion.” Circle&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/circle/status/2031405874766561452">said</a> this marked a key milestone for the product.&nbsp;<figure class="image"><a class="st-link-external" href="https://x.com/jerallaire/status/2031409499022700862" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_10_at_1_30_19_PM_png_2ae41f85cd.webp" alt="Screenshot 2026-03-10 at 1.30.19 PM.png" width="894" height="834"></a><figcaption>Circle CEO announces USYC milestone. Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/jerallaire">jerallaire</a>/x</figcaption></figure>The milestone came as the adoption of tokenized money market funds continued to expand across the digital asset industry.&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.circle.com/usyc">USYC</a> is Circle’s tokenized money market fund designed to bring traditional money market fund exposure onto blockchain infrastructure. The fund is available to eligible non-U.S. institutional investors and is subject to onboarding requirements. Circle did not disclose additional details about the fund’s asset composition or recent inflows in the announcement.<a href="https://stocktwits.com/symbol/CRCL/sentiment">Circle (CRCL)</a> was up by over 8% during Tuesday morning trading. On Stockwits, the retail sentiment around CRCL remained in the ‘bullish’ territory, as chatter levels around it remained ‘high’ over the past day.&nbsp;<h2 class="st-heading-2">Stablecoins And Tokenized Assets Continue Expanding</h2>Last week, <a href="https://stocktwits.com/coins/usd-coin">Circle's stablecoin (USDC)</a> accounted for about&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/circle-usdc-overtakes-tether-stablecoin/cZd1JMxRI48">70% of all stablecoin&nbsp;</a>transfers in February. Over the past month, USDC transfers totaled about $1.26 trillion, more than twice the $514 billion in Tether’s USDT transfers. The numbers showed that this was the highest monthly transaction volume ever for stablecoins.&nbsp;Tokenized money market funds have emerged as a growing segment of the digital asset ecosystem, allowing investors to access traditional financial instruments through blockchain-based tokens,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bis.org/publ/bisbull115.htm">according</a> to the Bank for International Settlements (BIS).Tokenized financial products and stablecoins have expanded rapidly across the digital asset ecosystem. A January 2026&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bcg.com/assets/2026/white-paper-stablecoin-payments-truth-behind-numbers.pdf?utm_source=substack&amp;utm_medium=email">report</a> by Boston Consulting Group and Allium Labs noted that stablecoin market capitalization exceeded $307 billion by the end of 2025, about 50% higher than in 2024.&nbsp;The report also found that real-economy stablecoin payments reached between $350 billion and $550 billion in 2025 and were growing at roughly 60% annually.This comes as the stablecoin market capitalization&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/stablecoin-market-cap-hits-record-313-billion-amid-us-iran-war/cZdVW32RIII">reached an all-time</a> high of $313 billion on Sunday. The stablecoin market capitalization rose 1.14% over the previous week to $313.008 billion, according to data from DefiLlama.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/equity/figr-stock-in-spotlight-after-mizuho-cuts-price-target-but-analyst-finds-aggressive-expansion-of-total-addressable-market-encouraging/cZdoUbgRI70">FIGR Stock In Spotlight After Mizuho Cuts Price Target – But Analyst Finds ‘Aggressive’ Expansion Of Total Addressable Market Encouraging</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Circle Internet Group logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Circle’s Tokenized Money Fund USYC Surpasses $2B In Assets

The stablecoin market capitalization reached a record $313.008 billion on Sunday, marking a 1.14% increase over the past week.

<ul class="summary-bullets"><li>Figure Technology Solutions said its consumer loan marketplace volume rose 127% year-over-year to $896 million in February 2026, compared with $395 million in February 2025.</li><li>The company also reported that its yield-bearing stablecoin in circulation reached $588 million, representing a 56% increase from January 2026.</li><li>Figure’s fourth-quarter EPS came in at $0.06, missing analyst estimates of $0.15.</li></ul>Figure Technology Solutions (FIGR) shares were in the spotlight on Tuesday after Mizuho analyst Dan Dolev lowered the firm’s price target to $55 from $64 while maintaining an ‘Outperform’ rating.&nbsp;Mizuho cited FIGR’s fourth-quarter 2025 results and its partnership with Agora Data as factors behind the updated target. Figure's "aggressive" expansion of its total addressable market and product range in the U.S. consumer credit market is encouraging, said Dolev.The partnership indicated Figure’s plans to enter the auto-loans market using its proprietary platform. Currently, the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.mordorintelligence.com/industry-reports/auto-loan-market">global auto-loans market</a> stands at a market cap of $1.8 trillion, according to Mordor Intelligence.On Stockwits, the retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/FIGR/sentiment">Figure Technology Solutions (FIGR)</a> stock improved from ‘bearish’ to ‘neutral’ as chatter levels around it remained ‘low’ over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_10_at_12_38_27_PM_png_cd7aee4af8.webp" alt="Screenshot 2026-03-10 at 12.38.27 PM.png" width="1010" height="108"><figcaption>FIGR retail sentiment and message volume on March 10 as of 12:38 p.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Recent Loan Marketplace Growth</h2>Figure Technology Solutions reported full-year 2025 net revenue of $506.9 million, while net income reached $134.3 million and adjusted EBITDA totaled $251.2 million, according to the company’s earnings report.First-lien loans represented 19% of originations in its Consumer Loan Marketplace, up from 12% a year earlier. The average loan size was approximately $135,000, while second-lien loans were about $85,000, according to the company.Additionally, the firm reported that the volume of its consumer loan marketplace increased by 127% year over year to $896 million in February 2026, and the amount of yield-bearing stablecoin ($YLDS) in circulation increased by 56% from January to $588 million, indicating the increasing use of the company's blockchain-based settlement infrastructure.&nbsp;Diluted earnings per share (EPS) for the fourth quarter of 2025, however, came in at $0.06, falling short of analyst expectations of $0.15.Goldman Sachs cut Figure Technology's price target from $44 to $39 last week while maintaining a ‘Buy’ rating. Goldman said Figure's core business is expected to grow in the long term, while the firm expects higher volume as the usual winter slowdown in HELOC origination ends.Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/winklevoss-bitcoin-transfer-gemini-wallets-130m-btc/cZdosauRI73">One of Bitcoin’s Earliest Billionaires Moved $130M In BTC To Hot Wallets, Sparking Sell Speculation</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the Figure Technology Solutions logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

FIGR Stock In Spotlight After Mizuho Cuts Price Target – But Analyst Finds ‘Aggressive’ Expansion Of Total Addressable Market Encouraging

Last week, Goldman Sachs cut its price target on the stock from $44 to $39 while maintaining a ‘Buy’ rating.

<ul class="summary-bullets"><li>Winklevoss twins transferred about $130 million worth of Bitcoin to wallets linked to their crypto exchange Gemini over the past week, according to Arkham data.</li><li>The transfers came from Winklevoss Capital, the twins’ investment firm, with roughly 1,750 BTC moved to Gemini hot wallets across multiple transactions.</li><li>Arkham said the transfers were “presumably to sell,” while estimating the twins still hold about $764 million in Bitcoin with total BTC profits around $1.8 billion.</li></ul>A number of large Bitcoin (BTC) transfers from wallets linked to the Gemini (GEMI) co-founders, Cameron and Tyler Winklevoss, have caught the attention of on-chain analysts. In the last week, about $130 million worth of BTC was moved to the Gemini exchange.Data from the blockchain analytics platform Arkham Intelligence&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://intel.arkm.com/explorer/entity/winklevoss-capital">showed</a> that Winklevoss Capital wallets, the twins’ New York-based family office and venture capital firm, moved about 1,750 BTC to Gemini hot wallets across several transactions last week.&nbsp;Sometimes, large transfers to exchange-linked wallets signal a ‘sell', but they could also be for internal fund management or custody operations. The twins own Gemini, so the transfers could just be movements within the company.<h2 class="st-heading-2">Does Transfer Signal A Potential Sell?</h2>Arkham&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/arkham/status/2031296482763329671">said</a> the transfers were “presumably to sell”&nbsp;on Tuesday, though that has not been confirmed. Arkham also reported that the total profit the Winklevoss twins have made from their Bitcoin holdings stands at about $1.8 billion. Wallets linked to the twins still hold over $764 million worth of Bitcoin.<figure class="image"><a class="st-link-external" href="https://x.com/arkham/status/2031296482763329671?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_10_at_9_00_23_AM_png_a5138bbc05.webp" alt="Screenshot 2026-03-10 at 9.00.23 AM.png" width="898" height="930"></a><figcaption>Arkham Intelligence on Winklevoss twins' Bitcoin transfer. Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/arkham">@arkham</a>/x</figcaption></figure>The Winklevoss twins were among the earliest institutional investors in Bitcoin. They started buying Bitcoin in 2012, when it traded well below $100. After Bitcoin’s dramatic price rally during the 2017 bull market, the brothers were widely&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theguardian.com/technology/shortcuts/2017/dec/04/winklevoss-twins-bitcoin-billionaires-mark-zuckerberg">recognized</a> as the first “Bitcoin billionaires.”<a href="https://stocktwits.com/symbol/GEMI/sentiment">Gemini (GEMI)</a> was up over 1% in pre-market hours. However, year-to-date, the stock is down over 15%. On Stockwits, the retail sentiment around GEMI remained in the ‘extremely bullish’ territory, as chatter levels around it remained ‘extremely high’ over the past day.<h2 class="st-heading-2">Analyzing VanEck’s Bitcoin Moves</h2>Blockchain data also shows a number of recent transfers between wallets connected to Gemini's custody infrastructure and the VanEck Bitcoin ETF (HODL). Data also show that in the past week, 120.199 BTC and 84.846 BTC were sent from VanEck's Bitcoin ETF address to a Gemini hot wallet, and two separate 141.411 BTC transactions moved from Gemini-linked wallets back to the ETF address. This, on the other hand, is not related to the twins' transaction and appears to be part of the ETF's normal custody or liquidity management of its holdings, with Gemini's custodial wallets holding over $1.1 billion in Bitcoin tied to the fund.<h2 class="st-heading-2">Bitcoin On-Chain Activity Hits Record Lows</h2>The transactions come as Bitcoin’s on-chain activity&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-price-onchain-volume-lows-analysts-bull-run-signal/cZdoYjWRIex">has hit multi-year lows</a> and the Bitcoin supply on exchanges has dropped sharply over the past month. Whale activity has also been relatively muted, as whales continue to move BTC away from exchanges and into cold wallets to hold it for longer durations.&nbsp;Bitcoin (BTC) was trading at $70,531, up over 3% in the last 24 hours.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-price-onchain-volume-lows-analysts-bull-run-signal/cZdoYjWRIex">Bitcoin Hits $71K, Whales Pull Off BTC Off Exchanges: Is A Bull Run Brewing?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Cameron Winklevoss and Tyler Winklevoss, co-founders of Gemini Trust Co listen as U.S. President Donald Trump speaks during The White House Digital Assets Summit in the State Dining Room of the White House. (Photo by Anna Moneymaker/Getty Images)

One of Bitcoin’s Earliest Billionaires Moved $130M In BTC To Hot Wallets, Sparking Sell Speculation 

Blockchain data shows many recent transactions between Gemini's custodial wallets and the VanEck HODL Bitcoin ETF, signaling liquidity management.

First ‘Bitcoin Billionaires’ Move $130M BTC To Gemini Hot Wallets – Traders Eye Possible Sell Signal 

Blockchain data shows many recent transactions between Gemini's custodial wallets and the VanEck HODL Bitcoin ETF, signaling liquidity management.


<ul class="summary-bullets"><li>Bitcoin surpassed $71,000 on Tuesday, sparking speculation about a potential bull run.</li><li>Analyst Crypto Tice stated that low-volume activity has historically preceded major price booms.</li><li>However, analysts at Bitfinex warn that Bitcoin's future movements are contingent on macroeconomic factors, such as high Brent crude prices, especially amid the political climate.</li></ul>Bitcoin (BTC) has pushed past the $71,000 mark on Tuesday, but analysts believe that the most interesting market signal could actually be what the on-chain transactions are indicating. On-chain volume has dropped to multi-year lows, a pattern that some market watchers believe has appeared right before major Bitcoin rallies.At the time of writing,&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin (BTC)</a> was trading at $70,774, up over 4% in the last 24 hours. It briefly hit $71,220 as the intraday high. On Stocktwits, retail sentiment around BTC remained in ‘bullish’ territory, accompanied by ‘low’ chatter levels over the past day.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_10_at_7_17_46_AM_png_c654279f94.webp" alt="Screenshot 2026-03-10 at 7.17.46 AM.png" width="1018" height="118"><figcaption>BTC retail sentiment and message volume on March 10 as of 7:18 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Analyst Flags Multi-Year Low In On-Chain Volume&nbsp;</h2>In a post on X, cryptocurrency analyst Crypto Tice&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/CryptoTice_/status/2031301534773031143?s=20">pointed</a> out the trend, citing data showing that, despite Bitcoin's recent bearish price trend, on-chain transaction volume has fallen to historically low levels.&nbsp;“This is what the graveyard looks like before the resurrection,” the analyst wrote, “Nobody is moving coins. Nobody is trading. Nobody cares. That’s the signal.”<figure class="image"><a class="st-link-external" href="https://x.com/CryptoTice_/status/2031301534773031143?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_10_at_7_26_11_AM_png_f3aea83d93.webp" alt="Screenshot 2026-03-10 at 7.26.11 AM.png" width="536" height="542"></a><figcaption>Analyst Crypto Tice flags Bitcoin on-chain volume hitting multi-year low. Source: @CryptoTice_/X</figcaption></figure>The analyst said these periods of low activity on the Bitcoin network have occurred before major price bumps, when buying and selling activity halts, and when long-term holders control the supply. According to the chart the analyst shared, Bitcoin's adjusted on-chain volume is close to its lowest level in years. This has happened a few times before big bull market rallies.&nbsp;Crypto Tice argued that the market could be entering what he described as “the calm before the most violent storm this cycle has seen.”&nbsp;<h2 class="st-heading-2">Where Is The Bitcoin Market Headed?</h2>Other market commentators are also drawing similar conclusions.&nbsp;Quinten Francois, a crypto analyst, shared a chart originally posted by trader Gordon, showing that Bitcoin's long-term price structure still points to much higher levels."Connect the dots," Francois&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Crypto_Crib_/status/2030595725940187293?s=20">wrote</a>, pointing out times in Bitcoin's price history when activity dropped, and consolidation happened before big price jumps.Gordon was even more straightforward in his view,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/GordonGekko/status/2031293229576970509?s=20">saying</a> that the market might not be fully aware of the size of the next move. "Bitcoin is going to $1,000,000+, and people are panicking," he said, urging people to "Look at the BIGGER picture."&nbsp;<h2 class="st-heading-2">Whales Are Moving BTC Off Exchanges</h2>According to Santiment, whales are moving Bitcoin off exchanges and holding it — reducing available supply, which often precedes price increases.<figure class="image"><img src="https://news.stocktwits-cdn.com/Bitcoin_BTC_06_21_30_10_Mar_2026_png_c83d3415c9.webp" alt="Bitcoin (BTC) [06.21.30, 10 Mar, 2026].png" width="3840" height="1300"><figcaption>Whale activity for Bitcoin rises and exchange supply declines. Source: Santiment</figcaption></figure>These signals come amid a complex macroeconomic and geopolitical backdrop.&nbsp;Bitfinex analysts, however, believe Bitcoin’s next move will depend heavily on broader macro conditions. In a statement to Stocktwits, the analysts noted that high Brent crude prices have historically fed into inflation expectations and real-yield pricing, potentially delaying the timeline for interest rate cuts.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/equity/gns-stock-tumbles-after-earnings/cZdVtemRIIU">GNS Stock Tumbles After Earnings – Company Targets $22M Revenue In 2026</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a visual representation of the digital Cryptocurrency, Bitcoin is displayed on February 6, 2018 in Paris, France. (Photo by Chesnot/Getty Images)

Bitcoin Hits $71K, Whales Pull Off BTC Off Exchanges: Is A Bull Run Brewing?

Whales are holding Bitcoin off exchanges, a key indicator generally seen before price upticks.

Bitcoin Activity Is Near Historic Lows And Some Analysts Think A Huge Move Could Follow

Whales are holding Bitcoin off exchanges, a key indicator generally seen before price upticks.


<ul class="summary-bullets"><li>Genius Group shares fell about 5% Monday after the company released its FY25 earnings report.</li><li>The EdTech firm reported $8.4 million in revenue in 2025 and pro forma revenue of $13.6 million, up 80% year-over-year.</li><li>The company expects FY26 revenue between $20 million and $22 million with positive adjusted EBITDA of $1.5 million to $2 million.</li></ul>Genius Group (GNS) tumbled 6% on Monday following the release of its earnings report for the full year of 2025.&nbsp;&nbsp;The AI-powered educational technology company reported revenue of $8.4 million, up from $7.6 million in 2024, while pro forma revenue rose 80% to $13.6 million.<a href="https://stocktwits.com/symbol/GNS/sentiment">Genius Group (GNS)</a> reported a net loss per share of $0.55, down from $1.03 a year earlier. The company also said cash used in operations improved 76% to $10.6 million. As of the end of December, Genius Group held $2.4 million in cash and cash equivalents, total assets of $137 million, and 154 Bitcoin (BTC) on its balance sheet.Roger James Hamilton, founder and CEO of Genius Group, said 2025 was focused on restructuring the business. “2025 was a year of consolidation and transformation for Genius Group,” Hamilton noted, adding that the company reorganized its operations following corporate and legal actions aimed at defending shareholder interests.On Stockwits, the retail sentiment around GNS remained in the ‘bullish’ territory, as chatter levels around it remained ‘normal’ over the past day.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_09_at_2_02_45_PM_png_9e72e681a2.webp" alt="Screenshot 2026-03-09 at 2.02.45 PM.png" width="1010" height="136"><figcaption>BTC retail sentiment and message volume on March 9 as of 2:03 p.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Revenue Outlook</h2>Going forward, the company said it expected fiscal 2026 revenue between $20 million and $22 million, roughly 48% annual growth, according to TheFly.Genius Group also projected positive adjusted earnings before interest, tax, depreciation, and amortization (EBITDA) of $1.5 million to $2.0 million in 2026 as it expanded its AI-powered Genius School and Genius Academy programs and scaled its Genius Resorts model.<h2 class="st-heading-2">What Do Analysts Expect?</h2>Genius Group has an average price target of $3.40, significantly above its recent trading price of about $0.42. Based on this estimate, the target implies a potential upside of roughly 700%, according to Koyfin data.The stock has lost over 30% this year.Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/ai-agents-may-soon-outnumber-humans-in-payments-crypto-seen-as-key-rail/cZdVruxRIID">AI Agents May Soon Outnumber Humans In Payments — Crypto Seen As Key Rail</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Bitcoin Cryptocurrency Value Goes Down : Illustration

GNS Stock Tumbles After Earnings – Company Targets $22M Revenue In 2026

As Genius Group enters a restructuring phase, the company expects a 48% jump in revenue in 2026.

<ul class="summary-bullets"><li>Armstrong argued that banks' KYC rules make it hard for agents to use their IDs, but crypto wallets can be opened with just private keys.</li><li>Binance founder Changpeng Zhao believes that autonomous agents could make millions of times as many payments as people, thereby increasing demand for crypto-based payment systems.</li><li>Some industry participants believe that the real end-users of crypto are autonomous AI systems.</li></ul>Coinbase CEO Brian Armstrong has shed light on the role cryptocurrencies will play when autonomous artificial intelligence agents perform more transactions on behalf of humans.Armstrong stated in a post&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/brian_armstrong/status/2031021867973194172?s=20">on X</a> on Monday that the number of AI agents conducting transactions may soon surpass the total number of digital payment users. He pointed out that although AI systems can't access conventional bank accounts, they can function with cryptocurrency wallets.<figure class="image"><a class="st-link-external" href="https://x.com/brian_armstrong/status/2031021867973194172?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_09_at_1_37_32_PM_png_c85308004a.webp" alt="Screenshot 2026-03-09 at 1.37.32 PM.png" width="962" height="374"></a><figcaption>Coinbase CEO Brian Armstrong on AI agents. Source: @brian_armstrong/x</figcaption></figure>“Very soon, there are going to be more AI agents than humans making transactions,” Armstrong wrote. “They can’t open a bank account, but they can own a crypto wallet.”Armstrong argued that banks' KYC rules make it hard for agents to use their IDs, but crypto wallets can be opened with just private keys, as shown by Coinbase's launch of Agentic Wallets in February 2026.The remarks align with a growing conversation in the crypto sector about the potential of blockchain technology for machine-to-machine payments. AI agents have the potential to significantly increase transaction activity in the future,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/cz_binance/status/2030984617109664061?s=20">according</a> to Changpeng Zhao, also known as CZ, the founder of Binance. “AI agents will make 1 million times more payments than humans, and they will use crypto,” Zhao wrote in a separate post.<figure class="image"><a class="st-link-external" href="https://x.com/cz_binance/status/2030984617109664061?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_09_at_1_39_01_PM_png_e9a45a5319.webp" alt="Screenshot 2026-03-09 at 1.39.01 PM.png" width="966" height="500"></a><figcaption>Binance founder CZ also shares a similar sentiment on AI agents. Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/cz_binance">@cz_binance</a>/x</figcaption></figure>Some industry participants think crypto wallets could become a natural financial layer for AI-driven activity because they can be created and run by software without requiring traditional banking verification procedures.Some X users&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/1CrypticPoet/status/2031022920219193431?s=20">said</a> that the end user of crypto isn't people, but AI agents themselves.&nbsp;Goat Network&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.goat.network/blog/the-agent-standard---a-thesis-on-sound-money-for-autonomous-machines">posted</a> a blog saying that <a href="https://stocktwits.com/coins/bitcoin">Bitcoin (BTC)</a> gave people a way to use sound money that wasn't controlled by the government. Autonomous AI agents need a similar system.&nbsp;<h2 class="st-heading-2">The Agent Standard</h2>Banks, payment processors, and legal contracts are all made for people who have identities and legal rights. This means that machines can't use them because they can't open accounts or rely on dispute processes.&nbsp;As AI agents gain the ability to make their own economic choices, they need a type of "agent-native" money that can be programmed, is always available, and doesn't need people to act as middlemen. The author refers to this idea as the "Agent Standard," meaning that cryptocurrencies like Bitcoin could form the basis of a financial system in which machines can operate and trade on their own as separate economic actors. Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/btc-hits-new-milestone-over-95-of-bitcoin-supply-mined/cZdVpnVRIIA">BTC Hits New Milestone: Over 95% Of Bitcoin Supply Mined, Only 1M Left</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Coinbase CEO Brian Armstrong sits silently onstage during the 2025 New York Times Dealbook Summit at Jazz at Lincoln Center on December 03, 2025 in New York City. (Photo by Michael M. Santiago/Getty Images)

AI Agents May Soon Outnumber Humans In Payments — Crypto Seen As Key Rail

Coinbase CEO Brian Armstrong said that AI agents need to use crypto wallets because they can't open regular bank accounts.