<ul class="summary-bullets"><li>Tom Lee said on Friday that September inflation revisions could show the Fed tightened too early.</li><li>Revised PCE methodology may lower core inflation readings by 0.2 to 0.4 points.</li><li>Lee claimed the gap's causes didn't affect most households. "The average person, the only real expense they have for memory is the phone they're carrying in their pocket," Lee said.</li></ul>A new measure of inflation might shave as much as 0.4 percentage points off of core personal consumption expenditures (PCE), Tom Lee said. The shift, due out Sept. 30, could signal the Fed hiked rates too soon, he said, adding a switch to neutral policy is good for Bitcoin (BTC).Lee<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=V_-SePiBMw0">&nbsp;told CNBC</a> on Friday that the government will publish a new way of calculating the personal consumption expenditures price index on September 30. That index, known as PCE, is the inflation gauge the Federal Reserve watches when it sets interest rates.&nbsp;<h2 class="st-heading-2">Could Inflation Fall Enough To Make The Fed Less Hawkish?</h2>Lee said the change alone could take 0.2 to 0.4 percentage points off the annual reading. That would pull core PCE, which leaves out food and energy prices, from 3.4% down to around 3%. He said other pressures in the data should also ease in the months ahead, including tariffs, flash memory prices and the fees investors pay to manage their money.Lee said any decline would not be the Fed's doing. "If inflation starts to decline, this is not because of the Fed hikes that happened last week. It's because of the policy that's already in place," he said, adding that it means "the Fed could actually walk back some of that hawkishness."CNBC's Scott Wapner questioned whether a methodology change would alter the underlying inflation. "You may look at methodology to get your inflation number differently, but that doesn't mean that the inflation itself is necessarily changed," Wapner said.Lee said the components driving the gap did not affect most households. "The average person, the only real expense they have for memory is the phone they're carrying in their pocket," according to Lee.<h2 class="st-heading-2">What The Tape Did</h2>The market did not shrug off the hike in real time. Bitcoin’s price traded near $77,000 in the days before the Fed decision, and spot Bitcoin ETFs saw $450.33 million of redemptions on September 15 and another $295.98 million on the day of the decision, according to SoSoValue.&nbsp;Flows turned positive the next day and have stayed positive since, a nine-session run led by<a href="https://stocktwits.com/news-articles/markets/equity/mstr-coin-crcl-stocks-fall-bitcoin-climbs-above-86k-crypto-etfs-near-1b/cZMPZilRBel">&nbsp;nearly $1 billion on Monday</a> and over $714 million on Tuesday. The pace has since slowed, with $134.47 million on Friday.&nbsp; Bitcoin climbed back above, reaching levels last held in late January.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was trading flat over the past 24 hours. On Stocktwits, the retail sentiment around BTC remained in the ‘bullish’ zone, while chatter around it stayed at ‘normal’ levels over the past day.<h2 class="st-heading-2">Lee's Crypto Read</h2>Lee made the crypto argument more directly, speaking to Coinage on Thursday. He said the market's response to the hike showed the<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/ethereum-hits-7-month-high-marks-first-close-january/cZMPq17RBex"> Fed had "already reached maximum pain,"</a> and that policymakers were "probably going to walk back that hike." He said the next move was back toward neutral, which he called bullish for crypto.The Fed raised its target range to 3.75% to 4.00% last week, in a unanimous 12-0 vote, its first increase since 2023. Chair Kevin Warsh said inflation "is too high and has been for too long.”Lee is chairman of BitMine Immersion Technologies (BMNR), which holds the world's largest corporate Ethereum treasury.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/grayscale-files-for-bi-weekly-payout-zcash-etf-built-on-zcsh-options/cZMgkM1RBfb">Grayscale Files Bi-Weekly Payout Zcash ETF, Less Than 3 Weeks After Its 2x Fund Filing</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tom Lee, the chairman of BitMine, speaks during the Fan Meetup at World Flagship Space Seoul on September 25, 2025 in Seoul, South Korea. (Photo by Myunggu Han/Getty Images for BitMine)

Tom Lee Says PCE Revision Could Show The Fed Hiked Too Early, Calls Walkback Bullish For Crypto

A new measure of inflation might shave as much as 0.4 percentage points off of core personal consumption expenditures (PCE), Tom Lee said. The shift, due out Sept. 30, could signal the Fed hiked rates too soon, he said, adding a switch to neutral policy i

Cryptocurrency

Tom Lee said a move toward lower rates and less restrictive policy would support crypto.


BitMine Immersion Technologies Inc

Bitcoin

Ethereum

<ul class="summary-bullets"><li>The proposed Zcash High Income ETF would not hold ZEC directly and would instead use options tied to Zcash exchange-traded products.&nbsp;</li><li>The filing came just 16 days after Grayscale proposed a 2x Zcash ETF and less than 3 weeks after options on ZCSH began trading.&nbsp;</li><li>The fund plans to make distributions every two weeks, though "high income" does not guarantee a specific yield.</li></ul>Grayscale expanded its Zcash (ZEC) push on Friday, filing for an income-focused ETF just within a little more than two weeks after proposing a leveraged Zcash fund.&nbsp;The proposed ZCSH&nbsp;ETF High Income ETF would pay investors every two weeks according to its filing with the U.S. Securities and Exchange Commission (SEC). It would not hold ZEC directly. Instead, it would trade&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/zcsh-splits-grayscale-zcash-etf-tripled-zec/cZtDybNRBEV">options on the Zcash ETF (ZCSH),</a> Grayscale’s spot fund that began trading on the New York Stock Exchange (NYSE) Arca in late August.This move comes about two weeks after Grayscale filed for a leveraged 2x Zcash ETF on September 9, according to a separate SEC filing. Options on ZCSH only started trading on September 8, according to the filing. This would mean that Grayscale is building an income product on an options market less than 3 weeks old.&nbsp;An option is a contract that gives the buyer the right to buy or sell an asset at a certain price and the seller of the option receives a fee upfront known as a premium.<h2 class="st-heading-2">How The Fund Works</h2>The fund would use a synthetic covered call strategy according to the filing. It would buy calls and sell puts on ZCSH to track the fund's price. It would then sell call options with terms generally of a month or less. The premiums from those sales would fund the payouts. According to the filing, at least 80% of the funds' net assets would go into options tied to a Zcash exchange-traded product.The filing mentioned that this setup comes with a tradeoff. If ZCSH rises above the strike price of the calls sold, the funds give up those gains. It still carries the full downside. It added that "high income" does not promise any set yield. Distributions will vary “and there is no assurance that any distribution level will be sustained” , said Grayscale.&nbsp;<h2 class="st-heading-2">What Concerns Should Investors Know?</h2>Grayscale described ZCSH and its alternatives as having "extremely limited" trade histories. An affiliate of Grayscale makes money from the sponsor fee on ZCSH, so that was also flagged as a conflict of interest. This means that when the proposed fund invests in ZCSH, it could bring in extra fees for Grayscale.The report, however, didn't say anything about the exchange, fees, fund of funds, or sub-advisor. The filing itself stated that it will launch 75 days after it has been filed, unless it is amended or the SEC intervenes. If the process runs smoothly, the tentative launch date should be December 9, 2026.<a href="https://stocktwits.com/coins/zcash">ZEC’s price</a> traded above $1500, down over 3% in the last 24 hours. On Stocktwits, the retail sentiment around ZEC dropped to ‘neutral’ zone from the ‘bullish’ zone, with chatter dipped to ‘low’ from ‘high’ levels over the past day.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/fidelity-bitcoin-bull-market-is-back-price-target-300k-2029/cZMgS4qRBO6">Fidelity Macro Chief Jurrien Timmer Says Bitcoin Bull Market Is Back, Targets $300K By 2029</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Grayscale logo is seen on the screen of a mobile device in this photo illustration taken on 01 November, 2023 in Warsaw, Poland. (Photo by Jaap Arriens/NurPhoto via Getty Images)

Grayscale Files Bi-Weekly Payout Zcash ETF, Less Than 3 Weeks After Its 2x Fund Filing

Grayscale expanded its Zcash (ZEC) push on Friday, filing for an income-focused ETF just within a little more than two weeks after proposing a leveraged Zcash fund.

Grayscale Files For Bi-Weekly Payout Zcash ETF Built On ZCSH Options

Equity

Grayscale flagged ZCSH's limited trading history and warned that the strategy could limit potential gains while still leaving investors exposed to losses.


Grayscale Zcash Trust ZEC

Zcash

<ul class="summary-bullets"><li>Emons said a 6% 10-year Treasury yield would likely push real interest rates above 3.5% and potentially above 4%, creating a much more restrictive financial environment.</li><li>He said such a move could not only slow the economy but also bring significantly more volatility to financial markets, particularly compared with the currently subdued level of the CBOE Volatility Index.</li><li>Emons added that a 6% 10-year yield would put the housing market “really in a crunch,” while higher borrowing costs for corporations and municipalities could also slow economic activity.</li></ul>FedWatch founder and chief investment officer Ben Emons sees the 10-year Treasury yield climbing to 6% by January 2027, which he believes could be a potentially significant turning point for the U.S. economy and the housing market.During an interview with CNBC, Emons said the economy is currently accelerating, helping explain why markets have been able to absorb higher interest rates so far.However, he cautioned that if the 10-Year bond yield hits 6%, the real interest rates could soar to over 3.5% to 4%. “At that level, I would think that rates are that restrictive, the economy starts to slow down much more than we're seeing currently,” Emons added.<h2 class="st-heading-2">6% Treasury Yield Could Change The Equation, Says Emons</h2>Emons said a 6% 10-year Treasury yield would likely push real interest rates above 3.5% and potentially above 4%, creating a much more restrictive financial environment.He said such a move could not only slow the economy but also bring significantly more volatility to financial markets, particularly compared with the currently subdued level of the CBOE Volatility Index.Emons said the 6% target is initially based on market mathematics, noting that the 10-Year yield discounted forward is already around 6% or higher.He added that a break above the roughly 5.3% area would make 6% a “very probable scenario.”At the time of writing, the 10-Year Treasury yield edged up by 0.3 basis points to hover at 5.165%, while the 30-Year bond yield rose nearly three basis points to hover at 5.49%.The iShares 20+ Year Treasury Bond ETF (TLT) rose 0.08% in Friday’s after-hours session, while the iShares 7-10 Year Treasury Bond ETF (IEF) edged up by 0.02%.<h2 class="st-heading-2">Housing, Borrowing Costs Could Feel The Squeeze</h2>A sustained move toward 6% could have consequences beyond financial markets, particularly for interest-rate-sensitive parts of the economy, Emons said.He added that a 6% 10-year yield would put the housing market “really in a crunch,” while higher borrowing costs for corporations and municipalities could also slow economic activity.The housing market accounts for roughly 10% of the economy, he noted, making it an important channel through which higher rates could eventually feed into the broader economy.At the same time, Emons highlighted that the economy has so far continued to expand alongside higher rates. A 5% yield, which he had previously flagged as potentially problematic, did not produce the slowdown some might have expected as GDP and investment continued to grow.<h2 class="st-heading-2">Fed, Inflation And The AI Growth Question</h2>For the 10-year yield to reach 6%, Emons said the Federal Reserve would likely need to move beyond its current rate outlook, particularly if inflation becomes a more persistent problem.“We get to 6% or higher if the Fed starts to change course because the inflation rate becomes more and more of a problematic issue for them. You'll see how that will really play out,” he added.Making this more complicated than before is the surge in investments due to AI. Emons argued that increased regulation of the technology could encourage greater institutional investment by making the technology appear less risky and more established.He said continued AI investment could therefore keep driving economic growth even as rates rise, creating a backdrop in which the economy remains strong enough to support higher long-term yields.During the after-hours session on Friday, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (<a class="mention" data-mention="$SPY" data-symbol-id="SPY" href="https://stocktwits.com/symbol/SPY" target="_blank">SPY</a>), which tracks the S&amp;P 500 index, rose 0.09%; the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) gained 0.12%; and the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) rose 0.04%. Retail sentiment on Stocktwits toward the S&amp;P 500 ETF was in the ‘extremely bullish’ territory at the time of writing.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bill-ackman-warns-fed-made-mistake-ai-break-inflation-model/cZMg0hQRBOC">Bill Ackman Warns Fed May Have Made A ‘Mistake’, Says AI Could Break Its Inflation Model</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Bass told Bloomberg that the moves will likely lead to a slight inflationary uptick on some goods, but short-term pain will help the economy emerge on a firmer footing. (Image Courtesy: Getty Images)

FedWatch's Ben Emons Sees 10-Year Treasury Yield Hitting 6% By January 2027 — Warns It Could Put Housing ‘In A Crunch’ And Slow The Economy

During an interview with CNBC, Emons said the economy is currently accelerating, helping explain why markets have been able to absorb higher interest rates so far.

SPDR Dow Jones Industrial Average ETF

iShares 7-10 Year Treasury Bond ETF

Invesco QQQ Trust Series 1

SPDR S&P 500 ETF Trust

iShares 20+ Year Treasury Bond ETF

<ul class="summary-bullets"><li>Bitcoin began a new cyclical bull market after holding its $60,000 power-law support, with a $300,000 goal for 2029, Jurrien Timmer said.</li><li>Timmer’s Bitcoin-to-gold indicator has turned positive at 6% after bottoming near -100%, following a trend around past cycle lows.</li><li>Institutions are increasingly viewing Bitcoin and gold as part of the same macro play, Bitwise said in a report.&nbsp;</li></ul>Bitcoin (BTC)&nbsp;may have found its footing after months of instability. Fidelity Investments’ Global Macro Director Jurrien Timmer declared the cryptocurrency’s bull market back on Friday and set his eyes on $300,000 by 2029.Timmer wrote&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/TimmerFidelity/status/2103683225835213069?s=20">on X</a> on Friday, “Bitcoin's power law math continues to suggest that a new cyclical bull market is underway after holding $60k, targeting $300k in 2029". The target is more than 3.5 times the current price of Bitcoin at about $84,000. It would also send BTC far past its all-time high. Bitcoin reached $126,198 in 2025 and is now trading around 33% below that peak.<h2 class="st-heading-2">Bitcoin Holds Above $60K Support As Gold Signal Turns Positive</h2>Timmer’s chart compared Bitcoin to a power-law trend line and a lower support line. The chart showed weekly data from Fidelity, Bloomberg, and Haver Analytics. It described $60,000 as the “line in the sand.” The chart showed the line at $81,218 as of Sept. 20, comfortably above it. During the slump, Bitcoin never broke it.<figure class="image"><a class="st-link-external" href="https://x.com/TimmerFidelity/status/2103683225835213069?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_09_26_at_10_03_50_AM_de54ff04b8.png" alt="Screenshot 2026-09-26 at 10.03.50 AM.png" width="802" height="740"></a><figcaption>Source: @TimmerFidelity/x</figcaption></figure>The chart also follows the price of Bitcoin relative to gold. That indicator has turned positive at 6%, after bottoming at roughly -100%. Previous cycle bottoms were troughs of -120%, -118%, and -102%. Each new one was followed by another.<figure class="image"><a class="st-link-external" href="https://x.com/TimmerFidelity/status/2093468417802084800?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_09_26_at_10_04_04_AM_c3010e2aa8.png" alt="Screenshot 2026-09-26 at 10.04.04 AM.png" width="788" height="734"></a><figcaption>Source: @TimmerFidelity/x</figcaption></figure>Timmer's post differs sharply from what he thought a month ago. He&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/TimmerFidelity/status/2093468417802084800?s=20">wrote</a> in August that Bitcoin had held its power-law curve's floor. He also said that the fix had gone on long enough to meet the requirements for a mild winter every four years. At that time, he didn't say there would be a new bull market or a price.&nbsp;<h2 class="st-heading-2">Institutions Increasingly Pair Bitcoin With Gold As A Macro Trade</h2>Institutions have increasingly looked at Bitcoin and gold as part of the same macro trade, particularly among those concerned about fiat debasement, Bitwise&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitwise-ethereum-solana-venture-bets-sell-if-adoption-stalls/cZM4bCARBJz">said in a report</a> on Wednesday. Some institutions have begun to consider the two as interchangeable instances of the same investing theory, while some endowments have built up stakes in Bitcoin and gold side-by-side.&nbsp;However, Bitwise acknowledged this is not a universal view, with some institutions rejecting the “digital gold” narrative and viewing crypto as a purely disruptive technology. The call comes as other&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-signal-has-flashed-just-4-times-in-history-what-to-know/cZtxe1zRBEM">on-chain signs flash at levels</a> that haven't been seen since the bottom of the bear market.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was trading at $83,915, almost flat in the last 24 hours. On Stocktwits, retail sentiment around BTC remained in the 'bullish' zone, accompanied by 'normal' chatter levels over the past day.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tom-lee-teases-bmnr-next-big-ethereum-move-alchemy-goal/cZMgLa0RBOz">Tom Lee Says ‘Stay Tuned’ As Bitmine Nears 5% Ethereum Goal, Hints At What’s Next</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 in front of the logo of the US multinational company specializing in asset management, Fidelity Investments on January 10, 2024 in Paris, France. (Photo illustration by Chesnot/Getty Images)

Fidelity Macro Chief Jurrien Timmer Says Bitcoin Bull Market Is Back, Targets $300K By 2029

Bitcoin (BTC) has officially entered a new bull market, Jurrien Timmer, Director, Global Macro, Fidelity Investments, said. He set a $300,000 target for 2029.

Bitcoin is far above Timmer's important $60,000 support level but still around 33% below its all-time high of $126,198 in 2025.


BITWISE BITCOIN ETF

WisdomTree Bitcoin Fund - WisdomTree Bitcoin Fund Beneficial Interest

Fidelity Wise Origin Bitcoin Fund

VanEck Bitcoin Trust

<ul class="summary-bullets"><li>Ackman argued that demand for AI-fueled demand for infrastructure and energy may behave differently from the demand typically affected by higher borrowing costs.</li><li>He added that the potential payoff from developing “super intelligence” could keep AI infrastructure spending high even as interest rates rise.</li><li>Ackman said this could weaken a key monetary-policy channel, which is that higher borrowing costs typically curb investment and demand.</li></ul>Billionaire hedge fund manager Bill Ackman questioned whether the Federal Reserve’s traditional approach to fighting inflation still works in an economy increasingly shaped by AI, energy demand and massive investment in computing infrastructure.In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/BillAckman/status/2103299666276184301">post</a> on X, the Pershing Square Capital Management founder argued that the current AI boom could create an unusual economic environment in which higher interest rates do not necessarily reduce demand or investment as expected.<h2 class="st-heading-2">AI Could Challenge The Fed’s Inflation Playbook, Says Ackman</h2>Ackman argued that demand for AI-fueled demand for infrastructure and energy may behave differently from the demand typically affected by higher borrowing costs.He pointed to the potentially enormous economic payoff from winning the race to develop “super intelligence,” arguing that the return on investment could be so large that companies and governments may continue spending heavily on AI infrastructure even as interest rates rise.Ackman added that this could weaken one of the key channels through which monetary policy is supposed to work, which is that higher rates make borrowing more expensive, which typically discourages investment and demand.But if demand for computing power, energy and AI infrastructure remains exceptionally strong regardless of financing costs, Ackman questions whether rate hikes would have the same disinflationary effect they have had in previous economic cycles.Earlier this month, the Bureau of Labor Statistics (BLS) data showed that the Consumer Price Index (CPI) rose 0.4% in August on a seasonally adjusted basis, with the annual inflation rate remaining unchanged at 3.4%.Core CPI, which excludes food and energy, rose 0.3% in August, with the annual inflation rate cooling to 2.4% from&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-consumer-inflation-july-2026-cpi-report/cZo82tGRJgH">2.5% in July</a>.<h2 class="st-heading-2">Could Higher Rates Actually Add To Inflation?</h2>Ackman also raised concerns about another possibility, which is that higher rates could themselves become an additional source of inflation if elevated financing costs are increasingly embedded into the prices of goods and services.“Why won’t higher rates at this unique moment in history therefore lead to more inflation as interest costs are embedded in everything?” he asked.The billionaire investor expressed concerns that this could kickstart a vicious cycle, wherein higher rates increase costs across the economy without sufficiently reducing demand, resulting in inflation remaining elevated. The Fed could then respond with even higher rates, potentially pushing costs up further, he argued.“What if the old models don’t apply to the current paradigm and the Fed is wrong?” Ackman asked. He concluded that the Fed “might have just made a mistake.”Ackman’s concerns come after the Federal Open Market Committee raised the benchmark interest rate target by 25 basis points to 3.75% to 4%. Addressing reporters following the decision, Fed Chair Kevin Warsh noted that AI-related equipment and software investment has surged nearly 20% over the past year, supporting manufacturing and future growth. However, he said the timing and scale of its impact on the economy’s supply side remain uncertain.During the after-hours session on Friday, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (<a class="mention" data-mention="$SPY" data-symbol-id="SPY" href="https://stocktwits.com/symbol/SPY" target="_blank">SPY</a>), which tracks the S&amp;P 500 index, rose 0.09%; the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) gained 0.12%; and the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) rose 0.04%. Retail sentiment on Stocktwits toward the S&amp;P 500 ETF was in the ‘extremely bullish’ territory at the time of writing.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ed-yardeni-stocks-trouble-bond-yields-6/cZMggCYRBOU">Ed Yardeni Says Stocks Could Face Trouble If Bond Yields Hit 6% — ‘We’d All Start To Get Concerned’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Bill Ackman attends 2025 Pershing Square Foundation MIND and Cancer Prize Award Dinner at The Pool on May 22, 2025 in New York

Bill Ackman Warns Fed May Have Made A ‘Mistake’, Says AI Could Break Its Inflation Model

The Pershing Square Capital Management founder argued that AI could weaken the impact of higher rates on demand and investment.

<ul class="summary-bullets"><li>Tom Lee said on Thursday that Bitmine reached its 5% ETH goal years ahead of schedule.</li><li>Lee hinted at a new long-term target but declined to disclose specifics.</li><li>The company says plans will balance Ethereum ecosystem support and shareholder value.</li></ul>Bitmine Immersion Technologies (<a class="mention" data-mention="$BMNR" data-symbol-id="BMNR" href="https://stocktwits.com/symbol/BMNR" target="_blank">BMNR</a>) Chairman Tom Lee said that the company was close to owning 5% of all Ethereum (ETH) and told investors to "stay tuned" for what comes next, stopping short of naming a new target.Speaking on the<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=vP5SVWRoj0Q">&nbsp;Coinage podcast</a> on Thursday, Lee explained that the 5% goal had arrived years ahead of schedule. He said that Bitmine had set that level because it was a quantity of ETH large enough "to have a positive influence on the Ethereum ecosystem," funded in part by staking yields.&nbsp;The company had expected it to take five years, but he said that, "We're only 1.2 years into it, but I think we're pretty close to reaching that 5% target now," Lee said.When Lee was asked whether the next goal of <a class="mention" data-mention="$BMNR" data-symbol-id="BMNR" href="https://stocktwits.com/symbol/BMNR" target="_blank">BMNR</a> was owning 10% of Ethereum, he explained that the company had spent recent months "in consultation with the foundation, a lot of stakeholders in crypto, actually a lot of companies too, and some regulators." He said the objectives would not change, naming a beneficial impact on the Ethereum ecosystem and maximizing shareholder value.<h2 class="st-heading-2">Treasury Nears 5% Mark</h2>This comes as Bitmine made a fresh ETH purchase over the past week. The firm held 5,983,940 ETH as of the day before, or about 4.9% of the 122.1 million ETH in supply. The company described that as 98% of the way to what it calls the "<a href="https://stocktwits.com/news-articles/markets/equity/bmnr-stock-dips-ethereum-buy-alchemy-of-5-percent-goal/cZtEGryRJUq">Alchemy of 5%</a>," reached in 15 months. It said 5,067,309 ETH were staked, and put its combined crypto, cash, and marketable securities at just over $17 billion.Lee also defended the company's returns against the token it held. He said Bitmine beat Ethereum by about 45 percentage points from June 30 to year-end last year, and by roughly 13 points this year. The stock now trades at close to the value of what it holds.&nbsp;<a href="https://stocktwits.com/stream/popular">BMNR’s price</a> closed down over 1% on Friday, with a market cap of about $16.6 billion. On Stocktwits, the retail sentiment around <a class="mention" data-mention="$BMNR" data-symbol-id="BMNR" href="https://stocktwits.com/symbol/BMNR" target="_blank">BMNR</a> remained in the ‘neutral’ zone, while chatter around it shifted to ‘high’ from ‘normal’ over the past day.<h2 class="st-heading-2">Signals Of A Shift</h2>Lee has hinted before that Bitmine's purchases go beyond Ethereum. He said in May that the company could slow its Ethereum purchases for "<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/tom-lee-says-bmnr-may-slow-down-on-ethereum-for-other-things/cZXb1vjReQg">other things</a>" in crypto, and it has previously funded share buybacks by easing off ETH accumulation.<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> was also down by 1% during the past 24 hours. On Stocktwits Ethereum was the top trending ticker. Retail sentiment around ETH remained in the ‘bullish’ zone, while chatter around it stayed at ‘normal’ levels over the past day.<a class="mention" data-mention="$BMNR" data-symbol-id="BMNR" href="https://stocktwits.com/symbol/BMNR" target="_blank">BMNR</a> stock has been up over 1% so far this year, down over 44% in the last 12 months. Meanwhile, ETH has been down over 9% so far this year, down over 33% in the last 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/peter-schiff-warns-quantum-hack-could-make-him-short-everything-on-bitcoin-sees-600-k-cycle-top/cZMggxkRBOx">Peter Schiff Warns Quantum Hack Could Make Him ‘Short Everything’ On Bitcoin, Sees $600K Cycle Top</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tom Lee Says ‘Stay Tuned’ As Bitmine Nears 5% Ethereum Goal, Hints At What’s Next

Tom Lee-backed Bitmine now holds 4.9% of the supply of all the Ethereum in circulation.

Tom Lee Teases Bitmine’s Next Big Ethereum Move After Nearing 5% Goal

Tom Lee-backed Bitmine now holds 4.9% of the supply of all the Ethereum in circulation.


Leverage Shares 2X Long BMNR Daily ETF

T-REX 2X Long BMNR Daily Target ETF

Defiance Daily Target 2X Short BMNR ETF

Grayscale Ethereum Mini Trust

<ul class="summary-bullets"><li>Yardeni said the 5.2% level on bond yields is not high enough to “kneecap” the stock market or the broader economy.</li><li>However, he identified 6% yield as the level that would make investors considerably more cautious.</li><li>The economist highlighted that the typical scenario for these cracks to develop involves higher rates putting pressure on financial markets, potentially triggering a credit crunch that could then lead to a recession.</li></ul>Ed Yardeni, President of Yardeni Research, on Friday warned that the momentum in equities could face headwinds if bond yields soar to 6%.During an interview with CNBC, the economist said the backdrop remains supportive for equities, even as investors watch bond yields, oil prices, inflation and the Federal Reserve closely for signs that the market could come under pressure.<h2 class="st-heading-2">Yardeni Says 6% Bond Yield Would Raise Alarm</h2>Yardeni said the 5.2% level on bond yields is not high enough to “kneecap” the stock market or the broader economy. However, he identified a level that would make investors considerably more cautious.“We’d all start to get concerned if we got as high as six,” Yardeni said, pointing to the possibility that higher interest rates could lead to a crack emerging in the credit markets eventually.The economist highlighted that the typical scenario for these cracks to develop involves higher rates putting pressure on financial markets, potentially triggering a credit crunch that could then lead to a recession.However, he does not believe the economy is in that kind of business-cycle environment currently. He also highlighted nominal Gross Domestic Product (GDP) growth of 6.6% year over year in the second quarter (Q2), arguing that the economy should remain on solid footing as long as bond yields stay below the pace of nominal economic growth.The 10-Year Treasury yield edged up by 0.3 basis points to hover at 5.165%, while the 30-Year bond yield rose nearly three basis points to hover at 5.49% at the time of writing.The iShares 20+ Year Treasury Bond ETF (TLT) rose 0.08% in Friday’s after-hours session, while the iShares 7-10 Year Treasury Bond ETF (IEF) edged up by 0.02%.<h2 class="st-heading-2">Why Yardeni Remains Bullish On Stocks</h2>Despite the rise in yields, Yardeni said the fundamental backdrop for equities remains strong. He pointed to remarkably strong economic indicators and continued earnings momentum as key reasons for his bullish outlook.According to Yardeni, earnings were “absolutely fabulous” in the first half of the year, and he expects that momentum to continue into the second half.“This has definitely been an earnings-led bull market,” he said.Yardeni also noted an important development for valuations, which is that stocks have actually become cheaper since the beginning of the year because earnings have grown faster than the S&amp;P 500.The economist said that this leaves valuation multiples as an area investors need to watch in the near term, even though he maintains a positive longer-term view on earnings.<h2 class="st-heading-2">Yardeni Says $100 Oil, Inflation And The Fed Are Still Risks</h2>Yardeni said the bond market's concerns extend beyond oil, pointing to the federal deficit and the amount of AI-related corporate debt as additional factors.Still, the rebound in oil prices toward $100 a barrel had been a major concern for markets. Yardeni argued that inflation could prove to be stickier if oil prices remain elevated for longer, potentially leaving the Federal Reserve with more work to do on interest rates to combat higher inflation, which could eventually put upward pressure on Treasury yields.Yardeni said those concerns had largely played out in the market by mid-September, but the situation remains fluid.During the after-hours session, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (<a class="mention" data-mention="$SPY" data-symbol-id="SPY" href="https://stocktwits.com/symbol/SPY" target="_blank">SPY</a>), which tracks the S&amp;P 500 index, rose 0.09%; the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) gained 0.12%; and the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) rose 0.04%. Retail sentiment on Stocktwits regarding the S&amp;P 500 ETF was in the ‘extremely bullish’ territory.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/msft-copilot-operating-system-higher-engagement-monetization-oppenheinmer/cZMgQ8IRBOw">Microsoft Copilot Is Turning Into An ‘AI Operating System’ — Here’s What It Means For MSFT Stock, According To Oppenheimer’s Brian Schwartz</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Wall Street. Manhattan. New York - stock photo

Ed Yardeni Says Stocks Could Face Trouble If Bond Yields Hit 6% — ‘We’d All Start To Get Concerned’

Ed Yardeni, President of Yardeni Research, on Friday warned that the momentum in equities could face headwinds if bond yields soar to 6%.

During a CNBC interview, Yardeni said the backdrop remains supportive for stocks, even as investors keep an eye on yields, oil, inflation and the Federal Reserve.

<ul class="summary-bullets"><li>Brand said a successful quantum computing hack of Bitcoin's core architecture would make him want to "short everything in the world on Bitcoin."&nbsp;</li><li>He saw a "good shot" that Bitcoin had already bottomed in June and still hoped for a "tradable low" near $65,000 to $66,000 in early October.&nbsp;</li><li>Brandt expected Bitcoin to reach above $250,000 by early 2029 and saw a cycle top between $300,000 and $600,000 later that year.&nbsp;</li></ul>Veteran trader Peter Brandt said a quantum computing hack of Bitcoin's (BTC) core architecture would make him want to "short everything in the world of Bitcoin."&nbsp;Brandt made the comments in an<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=O5bsHokgzW0">&nbsp;interview</a> with CoinTelegraph on Friday, where he discussed the risk quantum computing could pose to Bitcoin's security. Quantum computers could potentially become powerful enough to break the cryptography protecting the network, likely undermining one of Bitcoin's fundamental security assumptions.&nbsp;"It'll never go to zero because there's always a sucker that wants to own it," Brandt said. "But… if it's hackable, that's an attack on its basic premise." He added that the Bitcoin experts he trusts believe the network cannot be hacked. Even if it were, Brandt said they believe it could be patched.&nbsp;<h2 class="st-heading-2">Bitcoin May Have Already Bottomed, Says Brandt</h2>Brandt had called for Bitcoin to bottom on October 4 previously. Instead, he said the market bottomed in late June before moving sideways through July and August, putting his call off by 6 to 7 weeks.&nbsp;"I don't want to make my understanding of the market fit the market. I want the market to fit my understanding, and so I'm kind of back to the drawing board," he said. Brandt still saw a "good shot" that the June low marked the start of a new bull market. "That the bottom is in, and we go up from here," Brandt said.&nbsp;<h2 class="st-heading-2">Room For One More Bitcoin Dip?</h2>Brandt said he still hoped for a "tradable low" in early October, near $65,000 to $66,000. Such a move, he said, could clear out traders who "piled in," believing we go straight up from here.&nbsp;"You clean the market out, and you give the whales an opportunity to put on that much more of a position," he said, suggesting a pullback could shake out recent buyers and allow large holders to accumulate at lower prices.&nbsp;<h2 class="st-heading-2">Brandt Sees Bitcoin Peaking At Up To $600,000</h2>Brandt expected Bitcoin to reach about $250,000 by early 2029, followed by a cycle top between $300,000 and $600,000 in late 2029. He tied that timing to the next halving, due in April 2028, when miners' block rewards are cut in half. Brandt said the cycle top should come as far after the halving as the June low came before it.&nbsp;Brandt also played down calls for Bitcoin to reach $100,000 by year-end. "For me it's unimportant," he added. He also said he was not a $1 million bull, distancing himself from forecasts that see Bitcoin eventually reaching seven figures.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> traded around $84,181, down over 1% in the last 24 hours. On Stocktwits, the retail sentiment around Bitcoin remained in the ‘bullish’ territory, with chatter at ‘normal’ levels over the past day.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-china-cut-30b-reciprocal-tariff-deal-ai-xi-jinping-thucydides-trap/cZMgfnKRBOH">US, China Agree To A $30B Reciprocal Tariff Cut Deal And Launch A Dialogue On AI As Xi Reiterates Two Countries Can Overcome ‘Thucydides Trap’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 Bitcoin Stock Market- Photo Illustration The Bitcoin USD stock graph is displayed on a mobile phone as Bitcoin reaches an all-time high value in this photo illustration in Brussels, Belgium, on January 21, 2025. (Photo by Jonathan Raa/NurPhoto via Getty Images)

Peter Schiff Warns Quantum Hack Could Make Him ‘Short Everything’ On Bitcoin, Sees $600K Cycle Top

Veteran trader Peter Brandt said a quantum computing hack of Bitcoin's (BTC) core architecture would make him want to "short everything in the world of Bitcoin."

Veteran trader Peter Brandt outlined what could challenge his Bitcoin thesis while mapping out the cryptocurrency's potential path through 2029. 


ARK 21Shares Bitcoin ETF

Grayscale Bitcoin Trust

iShares Bitcoin Trust ETF

<ul class="summary-bullets"><li>Schwartz said Microsoft’s latest Copilot developments transform the product from a standalone chatbot into what he described as an “AI operating system.”</li><li>He added that this shift is significant because operating systems and platforms can drive higher user engagement, create more monetization opportunities and build greater customer stickiness.</li><li>Schwartz said that if Azure growth approaches 50% while operating at a scale exceeding $100 billion, that could drive a rerating of Microsoft stock.</li></ul>Oppenheimer analyst Brian Schwartz says Microsoft Corp. (<a class="mention" data-mention="$MSFT" data-symbol-id="MSFT" href="https://stocktwits.com/symbol/MSFT" target="_blank">MSFT</a>) is moving deeper into the artificial intelligence race following its latest Copilot announcement, which he believes strengthens the software giant’s investment case.During an interview with CNBC, Schwartz said Microsoft’s Copilot announcement changes the narrative around the company as investors continue to search for clear winners in the AI era.“Microsoft is a top pick for us. Today's announcement from Microsoft was substantial. Today's announcement helps push them deeper into that AI win category,” he said.<a href="https://stocktwits.com/symbol/MSFT">Microsoft shares</a> closed 4% higher in Friday’s regular trade, while edging up by 0.3% in the after-hours session.<h2 class="st-heading-2"><a class="mention" data-mention="$MSFT" data-symbol-id="MSFT" href="https://stocktwits.com/symbol/MSFT" target="_blank">MSFT</a> Copilot Becomes An ‘AI Operating System’</h2>Schwartz said Microsoft’s latest Copilot developments transform the product from a standalone chatbot into what he described as an “AI operating system.”He added that this shift is significant because operating systems and platforms can drive higher user engagement, create more monetization opportunities and build greater customer stickiness.“When you're an operating system, when you're a platform provider, that leads to higher engagement, greater monetization opportunities and stickiness, and defensibility against competition,” Schwartz said.<h2 class="st-heading-2"><a class="mention" data-mention="$MSFT" data-symbol-id="MSFT" href="https://stocktwits.com/symbol/MSFT" target="_blank">MSFT</a> Gets Clearer Path To Monetizing AI Usage</h2>Schwartz said investors he spoke with were also focused on a clearer path for Microsoft to monetize heavy AI usage.New capabilities including Cowork, co-development and Autopilot could be monetized through consumption-based pricing, credits and tokens, he said.Under the model, users could pay a monthly subscription for routine tasks while more compute-intensive workloads generate additional consumption revenue.Schwartz said that could create incremental growth opportunities for Microsoft 365 and Azure, supporting his expectation of business acceleration over the coming quarters.<h2 class="st-heading-2">Azure Growth Could Drive <a class="mention" data-mention="$MSFT" data-symbol-id="MSFT" href="https://stocktwits.com/symbol/MSFT" target="_blank">MSFT</a> Stock Rerating, Says Schwartz</h2>Schwartz also pointed to Azure and Microsoft 365 as the two businesses investors are watching most closely.He said Azure is currently growing in the low-40% range and is expected to accelerate toward the mid-40% range in the current quarter. If Azure growth approaches 50% while operating at a scale exceeding $100 billion, Schwartz said that could drive a rerating of Microsoft stock.He also highlighted Microsoft’s shift toward working with multiple AI model providers, including OpenAI and Anthropic, as part of its strategy to expand Copilot beyond traditional workplace use cases.According to TheFly, Oppenheimer raised its price target for Microsoft to $570 from $515, while keeping an ‘Outperform’ rating. The new price target implies an upside potential of over 10% from Friday’s closing price.<h2 class="st-heading-2">What Retail Investors Think Of <a class="mention" data-mention="$MSFT" data-symbol-id="MSFT" href="https://stocktwits.com/symbol/MSFT" target="_blank">MSFT</a> Stock</h2>Retail sentiment on Stocktwits around Microsoft trended in the ‘bullish’ territory, with message volumes at ‘high’ levels at the time of writing.<a href="https://stocktwits.com/symbol/MSFT">MSFT stock</a> is up 7% year-to-date and 2% over the past 12 months. The Invesco QQQ Trust (QQQ) is up 21% over the past 12 months, while the State Street Technology Select Sector SPDR ETF (XLK) is up 36%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-china-cut-30b-reciprocal-tariff-deal-ai-xi-jinping-thucydides-trap/cZMgfnKRBOH">US, China Agree To A $30B Reciprocal Tariff Cut Deal And Launch A Dialogue On AI As Xi Reiterates Two Countries Can Overcome ‘Thucydides Trap’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Microsoft Copilot logo is displayed on a tablet screen

Microsoft Copilot Is Turning Into An ‘AI Operating System’ — Here’s What It Means For MSFT Stock, According To Oppenheimer’s Brian Schwartz

During an interview with CNBC, Schwartz said Microsoft’s Copilot announcement changes the narrative around the company as investors continue to search for clear winners in the AI era.

Microsoft Corp

Technology Select Sector SPDR Fund

<ul class="summary-bullets"><li>Raoul Pal said on Friday crypto’s recent drawdown was a "mid-cycle fall," not the end of a full cycle.</li><li>He said a leverage flush still has to come before the market can really move higher.</li><li>He said the "economic singularity" arrives around 2030, when AI agents become a productive population.</li></ul>Global Macro Investor founder Raoul Pal said on Friday that crypto's drawdown was a "mid-cycle fall and not a full cycle," and that the market's biggest move would come later this decade, when AI agents push the economy into an "economic singularity" around 2030.In an interview on the Crypto Insider podcast, Pal&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=duuSl3W3Clc">explained</a> that the current setup resembled 2019 and 2020, when Bitcoin traded flat for months before the rally that took it to record highs in 2021, trading above $65,000 in November of the year.&nbsp;He said the four-year cycle fooled people. Traders waited for one last dip that did not come, and the buying since has come from those who missed it. He added one caution, however. A quick leverage flush still has to happen before the market can really get going, according to Pal.<h2 class="st-heading-2">Why Bitcoin Lagged?</h2>Liquidity is driving both, not the headlines or the earnings, according to macro investor Raoul Pal. “Bitcoin is 87% correlated with global liquidity; the Nasdaq is 97% correlated.” That gap explains part of the split this year. The Nasdaq Composite (IXIC) has gained 16.46% year-to-date. Bitcoin fell almost 4% over the same period. Liquidity makes Bitcoin swing harder, said Pal, because it’s young, volatile and emotional. “It is running cold," he said.<figure class="image"><img src="https://news.stocktwits-cdn.com/IXIC_2026_09_26_06_03_51_daa5ab422a.png" alt="IXIC_2026-09-26_06-03-51.png" width="2802" height="2159"><figcaption>Bitcoin has lagged the Nasdaq in 2026, with BTC down nearly 4% YTD while the Nasdaq Composite is up 16.46%. Source: TradingView</figcaption></figure>The token peaked above $126,000 in October last year, and has spent 2026 well below that level, trading flat, before reaching an&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/doge-sui-sol-xrp-rally-faster-than-bitcoin-as-btc-hits-8-month-high/cZMPjaQRBe0">eight-month high</a> last week.Liquidity grew in the US but not by much, he said. Measured against gross domestic product (GDP) growth, excess liquidity was barely positive and often slightly negative. That left enough capital to fund one trade, and that trade was AI. "AI has paused, and crypto's gone," Pal said.&nbsp;He described the move as a rotation rather than fresh money entering the market.<h2 class="st-heading-2">Liquidity Runs Past 2027</h2>The debt cycle would normally put liquidity into the first half of 2027 before stalling, Pal said. He thinks it will run longer this time. Two things will extend it, according to Pal. The government has been issuing its debt at the short end of the curve, and the AI capex supercycle needs funding of its own. That gives the market two sources of liquidity rather than one. He said traders should watch the dollar above all.&nbsp;A weaker dollar was the signal, he said, and that is when crypto and gold tend to move.&nbsp;<h2 class="st-heading-2">The Singularity Trade</h2>Beyond the liquidity cycle, Pal said the growth engine changed. He called AI and robots "digital immigrants," a new population joining the “workforce as infinite numbers.” That lifted productivity and let GDP growth outpace debt growth, which was how the debt problem would be resolved. Pal put that turnaround by 2030, calling it the "economic singularity,” and said that GDP growth could reach 20% to 30% in the early 2030s.Pal said the shift was already visible in company numbers. He said the technology companies stopped hiring three years ago, and that revenue per employee at Meta (META) has since doubled. At Nvidia (NVDA), he said the figure went from $2 million to $10 million per employee, and Amazon (AMZN) began investing in robotics in 2019 and will have more robots than humans working for it by next year.Crypto, however, was the rail, according to Pal. He said AI agents needed a coordination layer for value and identity, and that blockchains were well suited to it. He said he held Ethereum (ETH), Solana (SOL), and Sui (SUI) for that reason.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was down by 0.5% over the past 24 hours, while the apex cryptocurrency&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.coingecko.com/en/coins/bitcoin">fell from the $ 85,000 range</a>. On Stocktwits, the retail sentiment around BTC remained in the ‘bullish’ zone, while chatter around it stayed at ‘normal’ levels over the past day.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-reject-iran-7-day-ceasefire-renewed-bombing-november-middterms/cZMgaT5RBOM">Trump Says No To Iran’s 7-Day Ceasefire, Eyes Renewed Bombing After November Midterm Elections: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Trump's win has pushed Bitcoin into unchartered territory.

The ‘Economic Singularity’ Could Fuel Crypto’s Next Supercycle, Says Raoul Pal

Global Macro Investor founder Raoul Pal said on Friday that crypto's drawdown was a "mid-cycle fall and not a full cycle," and that the market's biggest move would come later this decade, when AI agents push the economy into an "economic singularity" arou

Raoul Pal said liquidity should extend past 2027 on the capex supercycle and bond issuance.

Solana

What is Amp?  Amp is described as the new digital collateral token offering instant, verifiable assurances for any kind of value transfer. Using Amp, networks like Flexa can quickly and irreversibly secure transactions for a wide variety of asset-related use cases.  How does Amp work?  Amp claims to offer a straightforward but versatile interface for verifiable collateralization through a system of collateral partitions and collateral managers. Where collateral partitions can be designated to collateralize any account, application, or even transaction, and carry balances which are directly verifiable on the Ethereum blockchain, collateral managers are smart contracts that can lock, release, and redirect collateral in these partitions as needed in order to support value transfer activities. Amp supports a wide variety of use cases for collateralization, and also introduces the concept of predefined partition strategies, which can enable special capabilities such as collateral models through which tokens can be staked without ever leaving their original address.

AMP Token

AMP is drawing attention after a sharp rally and a surge in trading activity. Traders are split on whether it signals a sustained breakout or another short-lived pump, while some bulls point to Flexas European expansion and payments use case as reasons for optimism.

London-based Quant Network is set to revolutionise blockchain technology with the development of their blockchain operating system Overledger. The experienced team are determined to fulfil the original vision of the internet by creating an open trusted network for people, machines, and data to operate securely and safely.  Overledger -the first interoperable blockchain operating system that facilitates internet-scale development of decentralised, multi-chain applications. Overledger has the ability to unlock and distribute value and applications across current and future blockchains. It is an agnostic platform that connects the world's networks to blockchains and ensures you're not limited to any single a vendor or technology. Overledger is the only platform that facilitates the development of internet-scales development of decentralised, multi-chain applications.

Quant

QNTs sharp rally is being attributed by traders to a reported partnership with The Clearing House involving an interoperability layer for tokenized bank deposits, alongside anticipation around institutional adoption and Quants limited token supply. The reaction is mostly bullish, with supply-squeeze and price-discovery speculation countered by warnings about FOMO, volatility, and a possible pullback.

Revolution Medicines, Inc. is a clinical-stage precision oncology company, which engages in developing novel targeted therapies. It engages in the discovery and development of cancer treatment by pioneering novel combination and monotherapy treatment regimens to maximize the depth and durability of clinical benefit and circumvent adaptive resistance mechanisms for patients which are dependent on the RAS and mTOR pathway. The company was founded by Mark A. Goldsmith, Kevan Shokat, Martin D. Burke, David L. Pompliano and Michael Fischbach in October 2014 and is headquartered in Redwood City, CA.

Revolution Medicines Inc

FDA approval of RASONQUE (daraxonrasib) for metastatic pancreatic cancer, backed by a pivotal trial showing a substantial survival benefit over chemotherapy, is driving attention. Traders are weighing the drugs commercial potential and broader RAS-cancer pipeline against concerns about its high launch price and a muted or pullback-prone share reaction after the approval.

Terra is a decentralized financial payment network that rebuilds the traditional payment stack on the blockchain. Luna is the reserve currency of the Terra platform. It has three core functions: i) mine Terra transactions through staking, ii) ensure the price stability of Terra stablecoins and iii) provide incentives for the platform’s blockchain validators.

Terra Luna Classic

LUNC chatter centers on hopes that token burns and a possible Market Module 2.0 upgrade could support supply reduction and a USTC repeg; claims of a large court-related burn remain speculation. Bulls frame these developments as a comeback opportunity, while skeptics point to LUNCs large supply, weak volume, and repeated price reversals.

Ethena is a delta-hedged synthetic dollar with native crypto yield derived from staking and perpetual funding rate

Ethena USDe

Discussion centers on volatile StablecoinX share momentum, which traders link to its ENA treasury and shifts in crypto sentiment, alongside Ethena ecosystem developments. Bulls emphasize potential value from ENA exposure and adoption, while skeptics raise dilution and governance concerns around director Thomas Tarala.

Sovereign frontier cloud for AI that builds  AI agents are starting to build and operate real software. Agentic organizations are starting to coordinate people, code, data, payments, and governance. Both need a cloud that is sovereign, tamperproof, and always on.  The Internet Computer is that cloud.  Built on more than USD 500 million in R&amp;D, ICP uses advanced blockchain technology and cryptography to run entire software systems end-to-end on the network: websites, apps, services, data, payments, and governance. Code and data are protected by the protocol, replicated across independent nodes, and cannot be silently changed by a cloud provider, backend operator, or attacker.  Cloud engines make this infrastructure sovereign. They let organizations run ICP-powered compute across chosen providers, locations, and jurisdictions while keeping the same tamperproof and always-on guarantees of the network.  This is the real demand ICP serves: sovereign frontier cloud for AI agents and agentic organizations. Agents can build and update software. Organizations can run rules, assets, and governance as verifiable systems. The result is software that stays online, keeps its data, and remains under the control of its owners.  Developers and AI agents can build on the Internet Computer with any AI assistant using the ICP skill library at skills.internetcomputer.org, or by creating apps through conversation with Caffeine AI.  Computation on ICP is paid for by converting $ICP into cycles. $ICP is also used for staking and governance through the Network Nervous System.

Internet Computer

ICPs volatile rebound and repeated attempts to clear resistance have traders debating whether momentum can hold or the token will remain range-bound. Bullish holders point to reported Pakistan government-app deployment and ICPs decentralized compute and AI-infrastructure ambitions, while skeptics focus on weak price performance, adoption and marketing.

Grayscale Ethereum Trust (ETH) operates as open-end investment company. Its investment objective is for the shares to reflect the value of ETH held by the trust. The company was founded on December 13, 2017 and is headquartered in Stamford, CT.

Grayscale Ethereum Staking Mini ETF - Common units of fractional undivided beneficial interest

Ethereums volatile price action and possible recovery are driving discussion, with traders divided between seeing accumulation and breakout potentialciting institutional demand and ETF flowsand expecting further weakness amid thin volume and broader crypto-market risk. Some also compare ETHs prospects with Bitcoin, but no single confirmed catalyst dominates.

Launched in 2013, the BIT is sponsored by Alternative Currency Asset Management (ACAM), a wholly-owned subsidiary of SecondMarket Holdings, Inc. and an affiliate of SecondMarket, Inc. (custodian, marketing and distribution partner). ACAM has engaged leading service providers Ernst & Young (auditor), Sidley Austin LLP (legal counsel), Continental Stock Transfer & Trust (transfer and administrative agent), and Corporation Service Company (trustee

Grayscale Investments LLC - Grayscale Zcash ETF

ZCSH is drawing attention as traders link its momentum to Zcashs rally and Grayscales announced 3-for-1 share split, which bullish posters expect to improve accessibility and liquidity. Others question whether the split will add real value and point to ZCSHs uneven tracking of ZEC, while some discuss taking profits amid volatility.

Teladoc Health, Inc. engages in the provision of telehealthcare services using a technology platform via mobile devices, the Internet, video and phone. It operates through the following segments: Teladoc Health Integrated Care, BetterHelp, and Others. The Teladoc Health Integrated Care segment offers virtual medical services. The BetterHelp segment includes virtual mental health and other wellness services. The company was founded in June 2002 by George Byron Brooks, Michael Gorton, and Gary Wald and is headquartered in New York, NY.

Teladoc Health Inc

Teladocs weaker-than-expected Q2 results and reduced 2026 outlook, driven largely by declining BetterHelp cash-pay revenue as it shifts toward insurance, are the main focus. Critics question managements execution and credibility, while some investors view the revenue pressure as a temporary transition bottleneck tied to strong insured demand and provider capacity.

Select Sector SPDR Trust (The) - State Street Technology Select Sector SPDR ETF

XLK is drawing attention as technology remains a leading sector, with traders citing strong relative momentum and its role in supporting the broader market. The bullish view is tempered by concerns that leadership is narrow and tech looks stretched, with some expecting a rotation into lagging sectors if it pulls back.

statis crypto Watchlist

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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