Bitcoin News

XRP and Solana led losses among major cryptocurrencies, while NEAR protocol bucked the broader selloff to hit a record high.

Goldman Sachs said crypto revenue estimates were inflecting higher for the first time since Q4 of 2025.

Goldman mentioned tight cost control, the SEC's tokenized stock exemption, and a favorable entry point.

U.S. equity futures also moved lower after the S&P 500 and Nasdaq-100 reached record highs on Tuesday.

Barclays lifted its HOOD price target to $132 from $105 with an ‘Overweight’ rating, implying almost 18% upside from Tuesday’s close.

Winklevoss brothers’ proposed spot ZEC fund would trade on Nasdaq under the ticker “WINK”, with a 0.25% sponsor fee.

BlackRock said the study's results reflected simulated model responses and that agentic payment activity remained nascent.

Selig warned that treating prediction markets like casinos would be "a real harm to the American people."

Tokens bought with fees from NEAR Intents, which Ternullo said has handled over $32 billion in volume, are not burned but are held currently in a "permanent capital vehicle".

Matt Cole expects a new Bitcoin bull market within the next 18 months, driven by a weaker dollar.

TD Cowen’s MD forecast Bitcoin to hit $132,750 by the end of 2027, roughly 54% above current levels.

Futures open interest fell 3.8% to $36.6 billion, but daily funding payments on long bets rose 57.3% to $1.5 million, Glassnode said.

Peter Brandt said XRP has “a ton of overhead supply” to work through and named Monero as his favorite chart.

CFTC Chairman Michael Selig said they were proposing their first crypto market rules, Regulation CTX and Regulation CAM.

Strategy bought 344 BTC for $28.7 million at an average price of $85,839 per Bitcoin.

Total value locked in Cardano's DeFi applications rose 8.72% over 24 hours, DefiLlama data showed.

In an interview with CNBC, Lee said he expects Q3 earnings growth of almost 30% and more than 20% upward revisions to 2027 EPS estimates.

Bitcoin climbed to nearly $87,000 on Monday, coming within about $500 of its late-September peak near $87,400 before giving back some gains.

Investors will watch the Fed's September meeting minutes, ISM services data, jobless claims, and consumer sentiment for clues about the economy and interest rates.

Glassnode said long-term Bitcoin holders stayed in profit through the entire cycle, which it said no bear market since at least 2015 has done.

Analyst Ben Cowen changed his stance, saying he "certainly didn't think" Bitcoin would take out its May high this year.

Visser said AI agents are key to his view and would speed up crypto's growth.

Horsley said advisors are increasingly moving clients from self-custodied Bitcoin and Solana into ETFs.

VanEck’s Matthew Sigel said Bitcoin is in an early recovery, with gold as the benchmark for its rise.

Trump's economic policies are paying off, according to Thorne, as productivity, wages, and manufacturing jobs rise, which could ultimately benefit Bitcoin.

Arbitrum’s license fees brought in about $4.75 million or 87% of the total revenue, while transaction fees contributed $507,000, and treasury income amounted to $181,000.

Cathie Wood sees further declines for gold, stating that ARK's innovation themes, such as blockchain and AI, could drive inflation far lower than anticipated.

Strategy's chart put its own common stock at 94% and Bitcoin at 39%, leaving the preferred between stocks and bonds on its own measure.

The SEC approved a Cboe rule change on Friday that allows six triple-leveraged products to list, including funds tied to Bitcoin and Ethereum.

CoinGlass data showed that traders betting against WLD were hit hardest, with about $241,590 in positions wiped out over the past hour.

Analyst Ted Pillows said Bitcoin needed a weekly close above $87,500 for a strong rally, and risks a drop below $80,000 without one.

Fundstrat’s Head of Digital Asset Strategy called crypto breadth above the 200-day moving average a near-term "yellow flag."

Bitwise General Counsel Johanna Collins-Wood said vaults running on smart contracts fell outside a rule written around wallets and addresses.

Coinglass data showed roughly $244 million in crypto short positions liquidated over the last 24 hours.

The firm expects roughly $5 billion of crypto ETF inflows over the next 12 months, driven by gradually higher allocations from advisers and brokerages.

Hougan said crypto's leading investment teams are broadening beyond Bitcoin, Ethereum, Solana, and Chainlink.

Standard Chartered said Ethena's buyback program and shrinking token supply could support its long-term upside.

Bitcoin is heading into Q4 after one of its strongest quarters in years, but the structure of the rally may matter as much as the gain.

Goldman’s FTIXX fund itself was not tokenized and remains an existing institutional fund.

Ric Edelman said financial advisors are crucial to wider Bitcoin adoption, warning that many still lack sufficient understanding of the asset.

In an interview with Bloomberg, Morgan Stanley said it has set up a Digital Asset Lab for stablecoins, tokenization, and DeFi applications.

Wall Street raised targets for Riot Platforms and Robinhood but cut forecasts for IREN, Bullish, and Gemini.

Saylor outlined a vision for yield-bearing digital dollars built on Bitcoin-backed credit instruments, with Strategy’s STRC playing a role in the proposed financial model.

Crypto treasury Strive also bought 1,107 Bitcoin for about $94.5 million and now holds roughly 27,462 BTC.

Real estate investor Grant Cardone said 5-year borrowing costs are 6.4%, pressuring property values as $1 trillion in commercial loans mature in six months.

Spot Bitcoin ETFs attracted $2.39 billion last week, the strongest inflow week since October 2025.

Cipher probably undersold the property, one user said, given the new lease terms, has a similar 10-year agreement as the last one.

Peter Brandt said XRP’s charts alone were enough reason to “make a bet,” but did not provide a price target or explicitly predict a breakout.

NEAR Protocol's one-year return has climbed to about 96%, after turning positive in mid-September.

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