Crypto News

Goldman Sachs lowered its target to $20.50 from $24, keeping a ‘Neutral’ rating and calling the data center segment mixed.

Strive CEO said AI abundance "will create exponential value for scarce assets."

Inflation risks could complicate the outlook for Bitcoin, with crude oil above $100 a barrel since early October, the Federal Reserve's rate decision, and the Nov. 3 U.S. midterm elections as potential macro factors.

Grayscale has recently added CoreWeave, Nebius and DigitalOcean to its AI Compute ETF, which together make up about 26% of the fund.

Galaxy CEO credited “significant appreciation across investments portfolio,” with the treasury and corporate unit generating $395 million of adjusted EBITDA.

If approved, Payward's Bitnomial would run and settle the markets, and a planned upgrade would let it limit trading to approved users.

According to Lee, despite the sell-off, the crypto pullback this time has been comparatively shallow compared to previous iterations.

According to Grayscale, Zcash has kept upgrading through long bear markets, helped by how it funds development. Bitcoin miners keep all of each block reward.

Global Liquidity expert Michael Howell expected global liquidity to pick up sooner than his 2027 base case.

Analyst Michaël van de Poppe pointed to BTC’s 120% annualized return since 2011 against 6% for gold.

Visser said the low for the AI sell-off could come within two weeks, with cloud earnings, the midterms, and the Treasury’s refunding as possible catalysts.

DATA Network builds tools to license human-contributed data to AI labs, while USD.AI arranges GPU-backed loans.

Alfred called the recent AI infrastructure market fall a mid-cycle correction caused by capital supply worries rather than decreasing demand. He anticipates a major AI bull market and a new semiconductor-index high by mid-2027.

NEAR Protocol co-founder said NEAR AI aimed to deliver "private, verifiable, and secure AI" for people and companies.

McGlone said IBIT trades at about three times the volatility of TLT and pointed to a possible "Bitcoin $10,000 Reversion Path."

Bitcoin's correlation with gold peaked in September at its highest level since the data began in 2018.

The "uncommitted accordion" provision of TeraWulf's modified facility could add $150 million in commitments, subject to lender clearance and other conditions

Oil prices rose on worries about renewed disruptions to Middle East supply and the possibility of U.S.-Israeli strikes on Iran. Brent crude closed at its highest since April 29.

Markets are also pricing in the upcoming Federal Reserve meeting, which Bitunix analysts said could further pressure Bitcoin.

Referring to the merger, Dromos Labs CEO Cutler said, "Every CME needs a New York stock exchange."

Cameron Winklevoss pointed toward the trillions of dollars that AI labs have pushed behind data centers as a possible “catalyst” for the coin.

BTC traders saw over $34 million in liquidations, nearly 85% of it from longs, while shorts accounted for about 83% of XMR’s $216,110 in liquidations.

IREN shares slipped over 4% in pre-market trade on Tuesday amid broader pressure on new cloud firms.

The investment firm took Bitcoin out of its primary portfolio models due to volatile returns and uncertain correlations.

Strategy bought 267 Bitcoin over the past week, bringing its total Bitcoin holdings to around 848,517 BTC.

Hoskinson said Midnight City could launch fully in the coming months, enabling AI agents to operate with their own wallets and identities.

McGlone said stocks, metals and copper have not followed Bitcoin lower this time.

Long-term investors might see the current trading range for Ethereum as an accumulation opportunity, analysts said.

Higher Fed rates also push banks to provide better deposit rates, which may slow adoption of stablecoins as users weigh their options.

Balaji Srinivasan said BTC became “a reserve currency of Western institutions,” while ZEC was “the currency of Western individuals.”

Bankless co-founders said BTC climbed into the month from the $60,000s, unlike last year's slide from a record high.

Darkfost said that Uniswap's TVL surpassed $4 billion in September, as DEX trading volume hit an all-time high of $93.6 billion.

Visser wrote that tokenization meant "the destruction of hedge funds," and said hedge funds were already reaching out to ask what it meant for them.

In a letter to MSCI, Strategy asked MSCI to withdraw its newly proposed index eligibility framework.

Cantor Fitzgerald said AI data center stocks have sold off broadly since their June highs, even though companies differ in management quality, contract strength and project execution.

Standard Chartered said regulation was the biggest risk to the forecast with the GENIUS Act coming into play next year.

The September consumer price index rose 3.7% year over year, up from 3.4% in August and above economists' expectation of 3.6%.

The firm indicated it will use the bulk of the proceeds to increase its equity stake in the Barber Lake project, build out its high-performance computing (HPC) pipeline, acquire additional development sites, and fund general corporate purposes.

BTC’s Bollinger Band width narrowed to 4.9% from 11.6% in a week, signaling compression without a clear breakout direction.

Coinbase called for a separate plan for immovable coins, including lost wallets and Satoshi-era holdings, with options ranging from freezes to spending limits.

In an interview with Bloomberg Television, Saylor said that BTC prices would move back to six figures.

Hayes said Bitcoin remains the core holding in his family office Maelstrom’s fund.

Cipher is also seeking to swap part of its 1.75% notes due 2030 for ordinary shares, which might result in more shares being issued and could put more pressure on CIFR stock.

CoinGlass recorded $145.84 million in Bitcoin-position liquidations over the 12 hours to Tuesday, with long positions accounting for 68.3% of the total.

The Korea Exchange suspended program sell orders for five minutes after KOSPI 200 futures fell 5.08%, triggering a sell-side sidecar for the first time since Aug. 19

Evercore ISI raised valuation concerns, saying Robinhood’s current share price may not completely reflect both sustained deposit monetization and expansion in newer companies.

The purchase brings Strategy’s total Bitcoin holdings to 848,250 BTC, acquired at an average price of $75,444 per coin.

The September CPI report due Wednesday could influence expectations for the Federal Reserve’s interest-rate path and shape near-term sentiment across risk assets.

Peter Schiff is against a government-backed strategic Bitcoin reserve.

Mark Karpelès confirmed the implant and said it reads the seed phrase off the device’s screen, the set of words that can unlock a wallet’s funds.