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Battalion Oil Corp. engages in the acquisition, production, exploration, and development of liquids-rich oil and natural gas assets in the Delaware Basin. The company was founded in 1987 and is headquartered in Houston, TX.

Battalion Oil Corp - Ordinary Shares (New)

Battalion Oil is experiencing a dramatic surge driven by rising oil prices amidst escalating Middle East tensions and concerns over the Strait of Hormuz. The community is buzzing with talks of a significant short squeeze, high trading volumes, and the stock's potential for further explosive gains, leaving many shorts 'cooked'.

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

SPY is trending amid escalating Middle East tensions and reported Iranian attacks on regional assets, fueling a divided community debate between anticipating a significant market correction or a continued V-shaped rebound despite widespread concerns of market manipulation. The ongoing geopolitical instability is prompting discussions about its broader implications for oil prices and global market stability.

AeroVironment, Inc. engages in the design, development, and production of multi-domain robotic systems and related services for government agencies and businesses. It operates through the following business segments: UnCrewed Systems, Loitering Munitions Systems, and MacCready Work. The UnCrewed Systems segment focuses primarily on small UAS products designed to operate reliably at lower altitudes in a wide range of environmental conditions. The Loitering Munitions Systems segment focuses primarily on tube-launched aircraft that deploy with the push of a button, fly at higher speeds than small UAS products, and perform either effects delivery or reconnaissance missions, and related support services including training, spare parts, product repair, and product replacement. The MacCready Works segment focuses on customer-funded research and development in the areas of HAPS, robotics, sensors, software analytics, data intelligence, and connectivity. The company was founded by Paul B. MacCready, Jr. in July 1971 and is headquartered in Arlington, VA.

AeroVironment Inc.

AeroVironment is seeing a significant pullback following a Raymond James downgrade tied to the recompetition of its large Space Force SCAR program, though many investors are debating if the sell-off is an overreaction given other analyst endorsements and strong demand for its drone technology amidst global tensions.

Lockheed Martin Corp. is a global security and aerospace company, which engages in the research, design, development, manufacture, integration, and sustainment of technology systems, products, and services. It operates through the following business segments: Aeronautics, Missiles and Fire Control (MFC), Rotary and Mission Systems (RMS), and Space. The Aeronautics segment researches, designs, develops, manufactures, integrates, sustains, supports, and upgrades advanced military aircraft, including combat and air mobility aircraft, unmanned air vehicles, and related technologies. The MFC segment is involved in air and missile defense systems, tactical missiles and air-to-ground precision strike weapon systems, logistics, fire control systems, mission operations support, readiness, engineering support and integration services, manned and unmanned ground vehicles, and energy management solutions. The RMS segment designs, manufactures, services, and supports various military and commercial helicopters, surface ships, sea and land-based missile defense systems, radar systems, sea and air-based mission and combat systems, command and control mission solutions, cyber solutions, and simulation and training solutions. The Space segment includes the production of satellites, space transportation systems, and strategic, advanced strike, and defensive systems. The company was founded in 1995 and is headquartered in Bethesda, MD.

Lockheed Martin Corp.

Lockheed Martin is trending due to heightened geopolitical tensions in the Middle East, with recent US-Israel-Iran military strikes accelerating demand for defense stocks. The community is actively discussing how this volatile backdrop is prompting urgent military procurement and increased defense spending, solidifying LMT's position as a key beneficiary.

Palladyne AI Corp. engages in the design, development, and manufacture of industrial robotic systems that augment human performance by combining human intelligence, instinct, and judgment with the strength, endurance, and precision of machines to enhance employee safety and productivity. Its products include Palldyne IQ and Palladyne Pilot. The company was founded by Fraser M. Smith and Benjamin G. Wolff in 2015 and is headquartered in Salt Lake City, UT.

Palladyne AI Corp.

Palladyne AI Corp. is trending due to recently secured multi-domain defense contracts, including an Air Force project leveraging its SwarmOS AI platform for autonomous system coordination and another for a missile propulsion subsystem. This news is fueling intense community discussion about its undervalued position, significant short interest with rising borrow costs, and long-term growth potential in the evolving AI and drone warfare sectors.

Frontera Energy Corp. engages in the exploration, development, production, transportation, storage, and sale of oil and natural gas. It operates interests in exploration and production blocks in Colombia, Ecuador and Guyana, and pipeline and port facilities in Colombia. The company was founded on April 10, 1985 and is headquartered in Calgary, Canada.

Frontera Energy Corporation - Ordinary Shares New

Frontera Energy is trending as Parex Resources' premium acquisition proposal for its Colombian upstream business sparks community discussion of a potential bidding war with GeoPark, while investors also keenly eye the value of its infrastructure and pending resolution of its Guyana oil block.

Target Corp. engages in the operation and ownership of general merchandise stores. It offers food and general merchandise, clothing and household goods, electronics, and toys. Its brands include A New Day, All in Motion, Art Class, Auden, AVA & VIV, Boots and Barkley, Brightroom, Bullseye's Playground, Casaluna, Cat & Jack, Cloud Island, Colsie, dealworthy, Embark, Everspring, Favorite Day, Figmint, Future Collective, Gigglescape, Good & Gather, Goodfellow & Co, Hearth & Hand with Magnolia, Heyday, Hyde & EEK! Boutique, JoyLab, Kindfull, Kona Sol, Made By Design, Market Pantry, Mondo Llama, More Than Magic, Opalhouse, Open Story, Original Use, Pillowfort, Project 62, Room Essentials, Shade & Shore, Smartly, Smith & Hawken, Sonia Kashuk, Spritz, Sun Squad, Threshold, Universal Thread, up&up, Wild Fable, Wondershop, Xhilaration, California Roots, Casa Cantina, The Collection, Headliner, Jingle & Mingle, Rosé Bae, Photograph, SunPop, and Wine Cube. The company was founded by George Draper Dayton in 1902 and is headquartered in Minneapolis, MN.

Target Corp

Target is actively discussed ahead of its earnings report, with community sentiment split between expectations of another miss and hopes for a turnaround driven by the new CEO's strategic focus on digital growth and AI, while an activist investor's stake adds to the speculative intrigue.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology Group is trending following its robust full-year 2025 report, which highlights record revenue, dramatically reduced operating losses, and an expanding AI infrastructure pipeline, including a new Saudi partnership. Despite strong fundamentals, community sentiment is divided, with many anticipating future growth while others remain concerned about share price trajectory and past operational transparency.

Indonesia Energy Corp. Ltd. operates as an oil and gas, exploration, and production company. It engages in oil and gas assets portfolio with a mix between medium-sized producing blocks and exploration blocks with significant resources. Its portfolio includes Kruh, Citarum, and Rangkas Area. The company was founded by James J. Huang and Wirawan Jusuf in 2014 and is headquartered in Jakarta, Indonesia.

Indonesia Energy Corp Ltd

Indonesia Energy Corp is trending amid escalating Middle East tensions and threats to oil shipments through the Strait of Hormuz, driving a broad rally in the oil and gas sector. The community is actively discussing its potential to mirror the parabolic moves of other energy stocks, with many anticipating significant upside as the conflict potentially prolongs.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is trending as community discussion vigorously debates the US military operation in Iran, with supporters commending decisive action and critics decrying it as a costly distraction from domestic issues and allegations tied to the Epstein files. The ongoing geopolitical situation is sparking polarized conversations regarding its economic impact and justifications.

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<ul><li>Circle shares surged to a three-month high, extending their post-earnings momentum.</li><li>Core Scientific and Riot Platforms reported fourth-quarter results that fell short of Wall Street expectations.</li><li>Digital asset treasury firms, including Strategy, Bitmine, and ProCap, announced crypto purchases.</li></ul>Crypto-linked stocks rallied on Monday as Bitcoin (BTC) held strong amid the U.S.-Iran conflict and climbed towards $70,000. Circle (CRCL) shares led gains among the cohort, touching an over three-month high.&nbsp;<a href="http://stocktwits.com/symbol/CRCL">CRCL’s stock</a> fell more than 2% in overnight trade after jumping more than 15% in the regular session to touch highs last seen in November. On Stocktwits, retail sentiment around the USDC stablecoin issuer remained in ‘extremely bullish’ territory amid ‘extremely high’ levels of chatter over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_02_234233_png_9b77e8bcfb.webp" alt="Screenshot 2026-03-02 234233.png" width="1362" height="138"><figcaption>CRCL retail sentiment and message volume on March 2 as of 11:55 a.m. ET | Source: Stocktwits</figcaption></figure>While many users anticipate more gains ahead, others are more cautious about how Circle’s share price will play out over the coming week, given that the stock has been rallying since the company reported an&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crcl-q4-earnings-usdc-growth-full-year-loss/cZRyEioRIGI">earnings beat</a> last week.<stembedurl>https://www.stocktwits.com/Dunkar/message/646351280</stembedurl><stembedurl>https://www.stocktwits.com/Miami_StockTrader/message/646390363</stembedurl><h2 class="st-heading-2">Core Scientific, Riot Platforms Miss Fourth Quarter Earnings</h2>Shares of Core Scientific (CORZ) fell 2.83% on Monday ahead of the company’s fourth quarter (Q4) earnings. The Bitcoin miner posted a loss of $0.18 per share, higher than the $0.12 per share loss that Wall Street had expected. Analysts forecast revenue of $116 million, which came in at $80 million.<a href="https://stocktwits.com/symbol/CORZ/earnings">CORZ stock</a> edged 0.06% higher in overnight trade. On Stocktwits, retail sentiment around the company improved to ‘bullish’ from ‘neutral’ territory over the past day, while chatter remained at ‘high’ levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_02_235746_png_16cddb4629.webp" alt="Screenshot 2026-03-02 235746.png" width="1364" height="141"><figcaption>CORZ retail sentiment and message volume on March 3 as of 12:05 a.m. ET | Source: Stocktwits</figcaption></figure>Riot Platforms (RIOT) also reported fourth quarter (Q4) results that missed the market, with revenue of $153 million, compared to the consensus estimate of $158 million. Earnings came in at a loss of $1.88 per share, whereas analysts were expecting a loss of just $0.39 per share.<a href="https://stocktwits.com/symbol/RIOT">RIOT’s stock</a> fell as much as 2.62% in overnight trade after edging 0.86% higher in the regular session. Retail sentiment around the company, however, climbed to ‘bullish’ from ‘neutral’ over the past day and chatter rose to ‘high’ from ‘normal’ levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_03_000311_png_bd7d4cbfc0.webp" alt="Screenshot 2026-03-03 000311.png" width="1370" height="135"><figcaption>RIOT retail sentiment and message volume on March 3 as of 12:10 a.m. ET | Source: Stocktwits</figcaption></figure><h1 class="st-heading-1">DATs Add Crypto To Their Treasuries On Monday</h1>Digital asset treasuries (DATs) Strategy (MSTR), Bitmine Immersion Technologies (BMNR), and ProCap Financial (BRR) also rose on Monday after adding more crypto to their coffers.&nbsp; <a href="https://stocktwits.com/symbol/MSTR">MSTR’s stock</a> rose 7.48% on Monday but was falling as much as 1.6% in overnight trade after the company&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/strategy-now-holds-near-55b-in-bitcoin-after-latest-btc-purchase/cZd3aK9RI2E">said</a> it bought more than 3,000 Bitcoin (BTC) over the past week, spending over $200 million. Retail sentiment around MSTR on Stocktwits inched higher within ‘bullish’ territory over the past day as chatter rose to ‘low’ from ‘extremely low’ levels.<a href="https://stocktwits.com/symbol/BMNR">BMNR’s stock</a> showed a dip of nearly 2% in overnight trade after rising almost 7.5% in regular trade after the company&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bmnr-stock-jumps-acquires-nearly-fifty-thousand-eth-last-week/cZd3QpCRI2I">announced</a> it had purchased nearly 51,000 Ethereum (ETH) over the last week, worth almost $100 million. According to chairman Tom Lee, March is likely to be an “<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bmnr-s-tom-lee-predicts-us-iran-selloff-will-last-a-week/cZd34B0RIcy">up month</a>” for the crypto.Anthony Pompliano’s Pro Cap Financial (BRR) jumped almost 10% on Monday after the company said it had acquired 450 BTC and had bought back more of its shares.&nbsp;<a href="https://stocktwits.com/symbol/BRR">BRR’s stock</a> edged 0.11% lower post-market with retail sentiment dipping to ‘neutral’ from ‘bullish’ territory over the past day on Stocktwits.The overall cryptocurrency market gained 1.4% in the last 24 hours, climbing to $2.41 trillion.&nbsp;<a href="http://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> gained 2.3% and traded at around $68,000.&nbsp;<a href="http://stocktwits.com/coins/ethereum">Ethereum’s price</a> gained 1.9% to touch $2,000.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-rebounds-to-70-k-after-us-iran-clash-sign-of-life-says-vaneck/cZdebD0RI2p">Bitcoin Rebounds Toward $70K After US-Iran Clash – ‘Sign Of Life,’ Says VanEck CEO</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Representation of cryptocurrency and Circle logo displayed on a screen in the background are seen in this illustration photo taken in Krakow, Poland on June 10, 2022. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

CRCL Stock Hits 3-Month High – CORZ, RIOT Flop Q4 Earnings, DATs Load Crypto

Crypto-linked stocks rallied on Monday as Bitcoin climbed toward the $70,000 level.

Cryptocurrency

<ul class="summary-bullets"><li>Bitmine added 50,928 ETH in a week, making it one of the largest corporate Ethereum treasuries globally.</li><li>Of its total ETH stack, 3,040,483 ETH was staked through Bitmine’s validator network and partners, generating an estimated $172 million in annualized staking revenue.</li><li>The company reported $328.16 million in FY2025 GAAP net income and held $868 million in cash, alongside strategic equity investments.</li></ul>Bitmine Immersion Technologies (BMNR) shares jumped over 11% on Monday, as the Ethereum proxy announced that it had acquired 50,928 Ethereum (ETH) over the past week.Bitmine announced that it had increased its total Ethereum holdings to 4,473,587 ETH as part of its ongoing treasury strategy.On Stockwits, the retail sentiment around BMNR remained ‘neutral’ as chatter levels around it remained ‘low’ over the past day.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_02_at_11_29_14_AM_png_4b2dedc31d.webp" alt="Screenshot 2026-03-02 at 11.29.14 AM.png" width="1034" height="634"><figcaption>BMNR retail sentiment and message volume on March 2 as of 11:31 a.m. ET | Source: Stocktwits</figcaption></figure>According to the company’s&nbsp;statement, the Las Vegas-based crypto treasury firm held roughly $9.9 billion in total cryptocurrency, cash, and “moonshot” investments.&nbsp;Its Ethereum position, valued at approximately $1,976 per ETH as of Sunday, represented about 3.71% of the total circulating supply of the token. Of that, 3,040,483 ETH, valued at around $6.0 billion, had been staked.<h2 class="st-heading-2">Staking Revenue And Fiscal 2025 Performance</h2>Bitmine chairman Tom Lee stated that the company continued to steadily accumulate Ethereum, describing the recent pullback as attractive amid strengthening fundamentals.&nbsp;Bitmine said its annualized staking revenue was about $172 million, based on a 7-day yield of 2.86%. At scale, staking rewards could reach an estimated $253 million annually.As for Bitmine’s&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://ap-south-1.graphassets.com/cmcvvg9jt0fra07o6drxw4i5b/cmi8vn57203lj07oa7ch09b0m">fiscal year 2025 earnings</a>, the company reported GAAP net income of $328.16 million and diluted earnings per share of $13.39, with 24.5 million fully diluted shares outstanding.Beyond crypto holdings, Bitmine disclosed $868 million in cash and additional strategic stakes, including a $200 million investment in Beast Industries, and a $14 million stake in&nbsp;<a href="https://stocktwits.com/symbol/ORBS">Eightco Holdings (ORBS)</a>. The company has previously&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/1829311/000149315225014387/ex99-1.htm">outlined</a> a goal of acquiring up to 5% of the total Ethereum supply.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/strategy-now-holds-near-55b-in-bitcoin-after-latest-btc-purchase/cZd3aK9RI2E">Strategy Now Holds Near $55 Billion In Bitcoin After Latest BTC Purchase – Company Raises $237 Million Via Share Sale</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

BMNR Stock Jumps 11% After Bitmine Immersion Acquires Nearly 51,000 ETH Last Week

Tom Lee said Bitmine is steadily buying Ethereum and noted that the recent pullback is attractive amid stronger fundamentals.

Equity

Tom Lee said Bitmine is steadily buying Ethereum and noted that the recent pullback is attractive amid stronger fundamentals.


Bitmine Immersion Technologies (BMNR) Announces ETH Holdings Reach 4.474 Million Tokens, and Total Crypto and Total Cash Holdings of $9.9 Billion

Bitmine Immersion Technologies (BMNR) Announces ETH Holdings Reach 4.474 Million Tokens, and Total Crypto and Total Cash Holdings of $9.9 Billion Bitmine Immersion Technologies (BMNR) Announces ETH...

<ul class="summary-bullets"><li>In an interview with CNBC, Tom Lee also said that oversold software stocks and the Magnificent 7 are also nearing a bottom.</li><li>In light of the conflict between the U.S. and Iran, Lee expects the worst of the selloff to occur this week, with markets staging a recovery in March.</li><li>He isn’t worried about Ethereum because he believes the fundamentals behind the altcoin are strong, and capital is currently focused on gold, silver, and other hard assets.</li><li>“That isn’t always going to be the case,” he said, signaling that Ethereum’s price will catch up.&nbsp;</li></ul>Tom Lee, the chairman of Bitmine Immersion Technologies (BMNR), said on Monday morning that he’s “not worried” about Ethereum (ETH) and expects the crypto market to rebound in March.According to him, not just the crypto market but oversold software stocks and the Magnificent Seven are due for a recovery this month – they’ve either already bottomed or are close to hitting their low. “I think the worst of the selloff is going to happen this week. I would expect March to be an up month for the stock market,” Lee told CNBC during an interview.&nbsp;<h1 class="st-heading-1">Ethereum’s Price Will Catch Up In March</h1>When asked if he was worried about Ethereum, Lee said Ethereum has strong fundamentals, and because so many tokenization projects are being built on the chain, the price will catch up once the market opens up.&nbsp;“If it's all taking place on Ethereum, price follows,” he said. “But, we are in a crypto winter, so price doesn’t matter. Capital is looking at gold, silver, and other hard assets, but that isn’t always going to be the case.”Ethereum led losses among crypto majors in early-morning trade, struggling to stay above $2,000.&nbsp;<a href="https://stocktwits.com/coins/ethereum">ETH’s price</a> fell 1.7% in the last 24 hours to around $1,950, with retail sentiment around the leading altcoin on Stocktwits trending in ‘neutral’ territory over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_02_072938_png_bb2bc95f8c.webp" alt="Screenshot 2026-03-02 072938.png" width="1272" height="692"><figcaption>ETH retail sentiment and message volume on March 2 as of 6:30 a.m. ET | Source: Stocktwits</figcaption></figure><h1 class="st-heading-1">Bitmine Plans To Stick With Ethereum Accumulation</h1><a href="https://stocktwits.com/symbol/BMNR">BMNR’s stock</a> edged 0.63% higher in pre-market trade while retail sentiment on Stocktwits around the digital asset treasury (DAT) dipped to ‘bearish’ from ‘neutral’ territory over the past day.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_02_065346_png_1702800db5.webp" alt="Screenshot 2026-03-02 065346.png" width="1265" height="683"><figcaption>BMNR retail sentiment and message volume on March 2 as of 6:45 a.m. ET | Source: Stocktwits</figcaption></figure>&nbsp;Lee said Bitmine will continue to buy between $50 million and $100 million of Ethereum every week, regardless of the price moves. The company has a goal to acquire 5% of Ethereum’s circulating supply. So far, it has acquired around 4.4 million ETH and usually announces its weekly update purchase later on Monday.<h2 class="st-heading-2">Why Is The Crypto Market Down?</h2>Lee's comments after Bitcoin (BTC) posted back-to-back losses in January and February, something that has never happened before since the apex cryptocurrency’s inception.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> traded flat in the last 24 hours at around $66,300 amid weakness in broader markets after the U.S. and Israel attacked Iran over the weekend. Retail sentiment around BTC remained in ‘bullish’ territory over the past day.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_02_065231_png_6ef8b6612f.webp" alt="Screenshot 2026-03-02 065231.png" width="1274" height="681"><figcaption>BTC retail sentiment and message volume on March 2 as of 6:45 a.m. ET | Source: Stocktwits</figcaption></figure>The overall crypto market edged 0.6% lower in the last 24 hours, to around $2.36 trillion. CoinGlass data&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.coinglass.com/liquidations">showed</a> around $318 million in crypto bets liquidated over the past day.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/crypto-market-tumbles-350-m-liquidated-after-trump-vows-to-continue-iran-strikes/cZddHLZRIcK">Crypto Market Tumbles – $350M Liquidated After Trump Vows To Continue Iran Strikes</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

BMNR’s Tom Lee Predicts US-Iran Selloff Will Last A Week – Sees March Rebound For Crypto, Software, MAG 7 

Bitmine Immersion Technologies’ chairman, Tom Lee, told CNBC that BMNR will continue buying between $50 million and $100 million of Ethereum every week.

<ul><li>Bitcoin’s price crossed $69,000 on Wednesday, but later pared gains, trading at around $68,700 at the time of writing.</li><li>Coinbase Global, Strategy, and Bitmine Immersion Technologies rallied amid the crypto market’s recovery.</li><li>Circle Internet Group led gains among crypto-linked equities with a 35% jump after the company’s earnings beat analyst expectations.</li><li>According to CryptoQuant, the demand for Bitcoin has started to grow for the first time since the end of November 2025, which could mean further gains for crypto-linked stocks down the road.</li></ul>Bitcoin surged toward the $69,000 level on Wednesday, triggering a rally in crypto-linked stocks like Strategy (MSTR), Bitmine Immersion Technologies (BMNR), and Coinbase Global (COIN).<a href="http://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was trading at around $68,700 on Wednesday night after slightly paring gains, still up by 4.8% in the last 24 hours. The overall cryptocurrency market rallied around 5% to over $2.44 trillion, triggering nearly&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-s-surge-to-69-000-triggers-580-m-liquidation-frenzy-across-crypto/cZTGGnERIbE">$580 million in liquidations</a>.&nbsp;Circle Internet Group (CRCL) led gains among crypto-linked equities on the day, jumping over 35% in the regular session, following the company’s&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crcl-q4-earnings-usdc-growth-full-year-loss/cZRyEioRIGI">earnings</a> that beat Wall Street expectations. For 2026, the company reiterated a 40% CAGR for USDC’s circulation growth and revenue between $150 million to $160 million through the year.<a href="http://stocktwits.com/symbol/CRCL">CRCL’s stock</a> continued to rise after hours, up over 2%, with retail sentiment on Stocktwits jumping to ‘extremely bullish’ from ‘bearish’ over the past day. Chatter surged to ‘extremely high’ from ‘high’ levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_26_020359_png_dd254b40d6.webp" alt="Screenshot 2026-02-26 020359.png" width="634" height="72"><figcaption>CRCL stock retail sentiment and message volume on February 26 as of 1:45 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Crypto DATs Rise Alongside Bitcoin Rally</h2>The jump in Bitcoin’s price led <a href="https://stocktwits.com/symbol/MSTR">MSTR’s stock</a> to close the day up nearly 9%. Retail sentiment around the Michael Saylor-backed company also turned ‘bullish’ from ‘neutral’ territory a day ago.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_26_020233_png_0978f4df5e.webp" alt="Screenshot 2026-02-26 020233.png" width="637" height="336"><figcaption>MSTR stock retail sentiment and message volume on February 26 as of 1:45 a.m. ET | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/BMNR">BMNR’s stock</a> gained 10% on the day, with retail sentiment around the stock shifting to ‘neutral’ from the ‘bearish’ zone over the last 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_26_020253_png_8185a9df09.webp" alt="Screenshot 2026-02-26 020253.png" width="625" height="335"><figcaption>BMNR stock retail sentiment and message volume on February 26 as of 1:45 a.m. ET | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/ASST">Strive Asset Management (ASST)</a> was the largest gainer among crypto-linked equities, after Circle, with a nearly 20% jump in regular trade. It also saw retail sentiment improve to ‘bullish’ from the ‘neutral’ zone.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_26_020314_png_10bebd56e1.webp" alt="Screenshot 2026-02-26 020314.png" width="632" height="345"><figcaption>ASST stock retail sentiment and message volume on February 26 as of 1:45 a.m. ET | Source: Stocktwits</figcaption></figure>All three stocks edged lower after hours after Bitcoin’s price pared some of its gains. According to a CryptoQuant&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/jjcmoreno/status/2026726562268151811?s=20">analyst</a>, the demand for Bitcoin has started to grow for the first time since the end of November 2025, which could mean further gains for crypto-linked stocks down the road.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-s-surge-to-69-000-triggers-580-m-liquidation-frenzy-across-crypto/cZTGGnERIbE">Bitcoin’s Surge To $69,000 Triggers $580M Liquidation Frenzy Across Crypto</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Representative image of Bitcoin with stock market data. (Source: Andriy Onufriyenko/Getty Images)

Bitcoin’s Surge To $69,000 Pushes COIN, MSTR, BMNR Stocks Higher

Crypto-linked equities jumped on Wednesday amid Bitcoin’s rally to $69,000 but pared gains as BTC’s price came back down.

<ul class="summary-bullets"><li>The Ethereum Foundation said its first deposit of 2,016 ETH has already been made using open-source infrastructure tools.</li><li>Staking rewards will be returned to the foundation’s treasury to generate on-chain yield.</li><li>Ethereum’s price has been under pressure amid the current crypto rout, unable to regain $2,000 since last week.</li></ul>The Ethereum Foundation said Tuesday it has begun staking Ethereum (ETH) under its updated treasury policy and plans to stake a total of 70,000 ETH, with rewards directed back into its treasury.<figure class="image"><a class="st-link-external" href="https://x.com/ethereumfndn/status/2026218289928556625" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_24_054928_png_9b7162c031.webp" alt="Screenshot 2026-02-24 054928.png" width="829" height="320"></a><figcaption>Source: @ethereumfndn</figcaption></figure>The move comes amid Ethereum co-founder Vitalik Buterin offloading his Ethereum holdings this month after pledging to fund open-source projects. Buterin has sold around 10,723 ETH since February 2, according to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/OnchainLens/status/2026094028568301653?s=20">data</a> from Onchain Lens. Arkham Intelligence&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://intel.arkm.com/explorer/entity/vitalik-buterin">showed</a> he had sold nearly $2.5 million worth of Ethereum between Monday and Tuesday as per the altcoin’s current price.<h2 class="st-heading-2">Ethereum Price Struggles Below $2,000</h2><a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> has dropped nearly 5% in the last 24 hours to around $1,826 as of Tuesday morning. On Stocktwits, retail sentiment around ETH remained in ‘extremely bearish’ territory over the past day.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_24_054839_png_ccacd0d13b.webp" alt="Screenshot 2026-02-24 054839.png" width="1249" height="136"><figcaption>ETH retail sentiment and message volume on February 24 as of 5:00 a.m. ET | Source: Stocktwits</figcaption></figure>Ethereum-linked equities were also in the red in early morning trade on Tuesday. Tom Lee-backed&nbsp;<a href="https://stocktwits.com/symbol/BMNR">Bitmine Immersion Technologies (BMNR)</a> and&nbsp;<a href="https://stocktwits.com/symbol/SBET">SharpLink Gaming (SBET)</a> slipped as much as 1.7% each in pre-market trade.The drop in Ethereum’s price comes amid a broader decline in the cryptocurrency market, with&nbsp;<a href="http://stocktwits.com/coins/bitcoin">Bitcoin (BTC)</a> trying to stay above $63,000 after a&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-price-drops-below-63-k-after-ibm-s-worst-day-in-25-years/cZRvmBAR4zX">brief decline</a> on Monday night to around $62,900. The slump comes after IBM’s stock saw its worst-ever single-day decline in 25 years, following Anthropic's claim that Claude could do what “armies of consultants” at IBM take years to implement.<h2 class="st-heading-2">Treasury Strategy Shifts Toward Staking</h2>The Ethereum Foundation made its first deposit of 2,016 Ethereum tokens on Tuesday. It said the effort is being conducted using open-source software options, including Dirk and Vouch by Attestant IO, after reviewing multiple platforms.Dirk functions as a distributed signer, allowing validator operations to be coordinated across multiple jurisdictions and reducing the risk of a single point of failure. Vouch supports multiple client pairings and incorporates strategies to mitigate client diversity risks, the foundation said.The setup relies on minority clients and a mix of hosted infrastructure and self-managed hardware across several jurisdictions. The approach is intended to balance operational resilience with decentralization goals, according to the foundation.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-price-drops-below-63-k-after-ibm-s-worst-day-in-25-years/cZRvmBAR4zX">Bitcoin's Price Drops Below $63K After IBM's Worst Day In 25 Years – Triggers $370 Million Liquidation Wave</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A coin of Ethereum cryptocurrency is seen over a keyboard. (Photo by Nikos Pekiaridis/NurPhoto via Getty Images)

Ethereum Foundation Begins 70,000 ETH Staking Plan While Vitalik Buterin Sells Holdings

Ethereum co-founder Vitalik Buterin has sold more than 10,0000 ETH tokens in February after pledging to fund open-source projects.

Bitmine Immersion Technologies (BMNR) Announces ETH Holdings Reach 4.423 Million Tokens, and Total Crypto and Total Cash Holdings of $9.6 Billion

Bitmine Immersion Technologies (BMNR) Announces ETH Holdings Reach 4.423 Million Tokens, and Total Crypto and Total Cash Holdings of $9.6 Billion Bitmine Immersion Technologies (BMNR) Announces ETH...

<ul class="summary-bullets"><li>In a post on X, Tom Lee said inflation trends may be softer than anticipated, pointing to the gap between the consumer price index and truflation, which is at a near five-year high.</li><li>He agreed that reported inflation could fall “significantly” over the next six months.</li><li>Falling inflation would raise the odds of an interest rate cut, which has historically led to more capital for riskier assets like Bitcoin and Ethereum.</li><li>Traders are watching for Bitmine’s weekly Ethereum purchase update on Monday, with a user on Stocktwits anticipating the company’s biggest buy since mid-December.</li></ul>Bitmine Immersion Technologies’ (BMNR) Chairman Tom Lee said Sunday night that inflation may be softer than markets anticipate, ahead of the company’s expected Monday update on its latest Ethereum (ETH) purchases.“Underlying inflation trends are far softer than many realize,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/fundstrat/status/2025798723138203948?s=20">wrote</a>, responding to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Garth_Friesen/status/2025205180103348242?s=20">post</a> on X noting that the gap between the consumer price index (CPI) and truflation is near a five-year high. “If the Truflation numbers are a good predictor of where official CPI is heading, reported inflation could fall significantly over the next 6 months,” said the post by ex-hedge fund manager Garth Friesen.<figure class="image"><a class="st-link-external" href="https://x.com/fundstrat/status/2025798723138203948" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_23_021004_png_e61c14b8d0.webp" alt="Screenshot 2026-02-23 021004.png" width="823" height="893"></a><figcaption>Source: @fundstrat/X</figcaption></figure>For Lee, softer inflation would strengthen the case for the Federal Reserve lowering interest rates, which usually directs more capital towards riskier assets like Bitcoin (BTC) and Ethereum (ETH).&nbsp;<h2 class="st-heading-2">U.S. Inflation Cools Down</h2>The comments come after the latest U.S. CPI numbers&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-70k-tease-turns-to-tumble-eth-dumps-below-2k-fed-minutes-on-adar/cZRWevAR4MN">showed</a> that inflation in January was cooler than expected, but still above the Federal Reserve’s 2% target. Headline CPI rose 2.4% year-on-year, while core CPI rose 2.5%. The gap between CPI and truflation currently stands at around -1.5, last seen mid-2023, according to the truflation gauge.&nbsp;<h2 class="st-heading-2">BMNR Stock Falls With Ethereum Slide</h2><a href="https://stocktwits.com/symbol/BMNR">BMNR’s stock</a> was down over 4% in overnight trade on Sunday, struggling to climb back above $20 this month. On Stocktwits, retail sentiment around the Ethereum-backed digital asset treasury (DAT) continued to trend in ‘bearish’ territory over the past day.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_23_021120_png_29e5d1958b.webp" alt="Screenshot 2026-02-23 021120.png" width="1221" height="136"><figcaption>BMNR retail sentiment and message volume on February 23 as of 1:30 a.m. ET | Source: Stocktwits</figcaption></figure>The dip in BMNR shares came alongside&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> underperforming Bitcoin and falling 5.2% in the last 24 hours to $1,873. According to Lee, ETH is poised for a sharp rebound, having flagged “perfect bottom” at $1,890. On Stocktwits, retail sentiment around Ethereum trended in ‘extremely bearish’ territory over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_23_021151_png_2639e70efd.webp" alt="Screenshot 2026-02-23 021151.png" width="1233" height="130"><figcaption>BMNR retail sentiment and message volume on February 23 as of 1:30 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Bitmine’s Weekly Ethereum Buy On Monday</h2>Traders are anticipating that Bitmine will disclose a new Ethereum purchase on Monday as part of its weekly treasury update. The company has a target to accumulate 5% of Ethereum’s circulating supply. With roughly 4.37 million ETH already in its coffers, it has achieved about 72.3% of that target. The company has continued to buy the dip in Ethereum during the crypto winter this year.&nbsp;One bearish user on Stocktwits said that owning BMNR shares is as bad as accumulating meme coins.<stembedurl>https://www.stocktwits.com/DarkMatter1/message/645578838</stembedurl>A more bullish user anticipated that BMNR is going to announce an Ethereum purchase of around 62,000 tokens on Monday – the highest weekly accumulation since mid-December. They forecast that once the company hits its 5% target, things are likely to turn around.<stembedurl>https://stocktwits.com/Mitch_271/message/645559298</stembedurl>BMNR’s stock is down over 28% this year, while Ethereum’s price has fallen nearly 37%.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-slumps-under-65-k-ethereum-underperforms-after-trump-tariff-move/cZRtXW9R4Uj">Bitcoin Slumps Under $65K, Ethereum Underperforms After Trump’s 15% Tariff Announcement</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)

BMNR’s Tom Lee Points To ‘Softer’ Inflation Trends Ahead Of Weekly ETH Purchase Update

BMNR’s stock tumbled after hours following the dip in Ethereum’s price amid broader weakness in the crypto market after President Trump’s announcement to implement 15% import tariffs.

Bitmine Immersion Technologies (BMNR) Announces ETH Holdings Reach 4.371 Million Tokens, and Total Crypto and Total Cash Holdings of $9.6 Billion

Bitmine Immersion Technologies (BMNR) Announces ETH Holdings Reach 4.371 Million Tokens, and Total Crypto and Total Cash Holdings of $9.6 Billion Bitmine Immersion Technologies (BMNR) Announces ETH...

<ul class="summary-bullets"><li>Analysts projected over 100% upside for BMNR, as analysts rated the crypto equity a “strong buy,” according to Zacks data.</li><li>BlackRock increased its stake by 165.6% in the fourth quarter, while ARK Invest added more shares, taking its total holdings to over 9.4 million shares.</li><li>The institutional buying came as Ethereum traded nearly 60% below its all-time high.</li></ul>Wall Street analysts projected more than 100% upside for Bitmine Immersion Technologies (BMNR) as BlackRock and ARK Invest raised their holdings in the Ethereum-linked company.Analysts issued an upgrade on Bitmine, citing balance sheet expansion and growing Ethereum exposure as key drivers behind the improved outlook. Analysts at Investing.com&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://in.investing.com/equities/bitmine-immersion-tech-consensus-estimates">predict&nbsp;</a>&nbsp;BMNR to see an implied upside of more than 105% from current levels.Additionally, analysts at Zacks Investment Research&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.zacks.com/stock/research/BMNR/price-target-stock-forecast#:~:text=Broker%20Rating,%2C%20Strong%20Buy%20represented%2075%25.">forecast</a> a positive outlook on Bitmine, with the average recommendation falling in the ‘strong buy’ range. The data indicated that 75% of covering analysts rated the stock a strong buy, alongside published price target estimates reflecting positive sentiment.<a href="https://stocktwits.com/symbol/BMNR">Bitmine Immersion Technologies, Inc. (BMNR)</a> was trading at $21.16, up by 1% on Sunday. BMNR closed at $20.96 with an upside of over 6% on Friday. On Stocktwits, the retail sentiment around BMNR remained in the ‘bearish’ territory, with chatter decreasing from ‘low’ to ‘extremely low’ levels over the past day.<h2 class="st-heading-2">BlackRock Expands Stakes In BMNR</h2>The analyst upgrade comes amid fresh institutional buying in the fourth quarter of 2025. Regulatory filings released Thursday showed that BlackRock increased its exposure to BMNR.BlackRock raised its stake by 165.6% during the quarter, adding 5,642,590 shares. The asset manager held 9,049,912 shares valued at $245,705,112 as of late December 2025, according to its&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/2012383/000142645924000006/xslForm13F_X02/primary_doc.xml">Form 13F</a> filed on Thursday.<h2 class="st-heading-2">ARK Invest Adds BMNR</h2>ARK Invest also increased its exposure, purchasing 212,314 Bitmine shares across three ETFs on Thursday in a $4.2 million transaction. The firm now holds 9,457,330 shares, as shown in regulatory&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://fintel.io/so/us/bmnr/ark-investment-management">data</a>. In an ARK Invest video on Saturday, Cathie Wood&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=HiX6AxmF500">said</a> she remained bullish and was “buying the dip.” Institutional investors owned 31.78% of Bitmine’s outstanding shares, with BlackRock and ARK among the top holders.<h2 class="st-heading-2">Ethereum Down 60% From Peak</h2>The increased investments came as Ethereum had fallen about 60% from its recent peak in August 2025, when the token reached a high of approximately $4,945.60 on August 24, 2025. As of writing,&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum (ETH)</a> traded at around $2,087.46, up by 0.7% in the last 24 hours. On Stocktwits, the retail sentiment around Ethereum remained in the ‘bearish’ territory, with chatter at ‘low’ levels over the past day.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/solana-co-founder-mcafee-no-bubble-bitcoin-nvidias-h200-gpu/cZRBGQKR4tH">Solana Co-Founder Revives McAfee’s ‘No Bubble’ Bitcoin Call, Points To NVIDIA’s H200 GPU</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Ethereum trading exchange stock market investment, forex with tr - stock photo

Analysts See Over 100% Upside For BMNR As BlackRock And ARK Invest Buys

Zacks rates BMNR a strong buy with 100%+ upside as BlackRock, ARK add shares and Cathie Wood buys the dip.

Bitmine Immersion Technologies, Inc. is a technology company focused on acquiring, holding, and actively managing ETH as its primary treasury reserve asset. It prioritizes digital ecosystem services, such as consultancy and advisory works. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

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