SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is currently caught between conflicting macroeconomic pressures as investors weigh potential peace deal headlines against geopolitical instability and shifting institutional capital flows. The community remains deeply polarized, with active debates centered on whether recent price action signifies a long-term decoupling from traditional equities or a precarious bull trap ahead of a potential liquidity squeeze.

XRP is a decentralized digital asset and the native token of the XRP Ledger, a Layer 1 blockchain designed for high-performance global payments. Its primary value proposition is offering a fast, cost-effective alternative to traditional banking systems by enabling near-instant cross-border settlements that finalize in three to five seconds. By serving as a neutral bridge asset between different fiat currencies, it helps financial institutions lower liquidity costs and eliminates the need for pre-funded accounts.  The network is unique because it utilizes a federated consensus protocol instead of energy-intensive mining or staking. This system achieves deterministic finality through a Unique Node List of trusted validators who must reach an eighty percent agreement threshold to permanently record transactions. This infrastructure supports a sustained throughput of 1,500 transactions per second and includes a built-in decentralized exchange that allows for the automated trading of any tokenized asset without intermediaries.  The project traces its origins back to 2004 with Ryan Fugger before being co-founded in its modern form by Jed McCaleb and Chris Larsen. The company, now known as Ripple, works with major financial institutions as partners and investors to build global payment solutions. To protect the network from spam, a small amount of XRP is burned during every transaction, and the token is further utilized by institutions as collateral to access traditional markets and manage digital asset infrastructure.  Institutional adoption of the asset reached a major milestone in November 2025 when the SEC approved the first wave of spot XRP ETFs. These products, offered by major issuers including Bitwise, Grayscale, 21Shares, Canary Capital, and Franklin Templeton, are now listed on prominent exchanges like the NYSE Arca, Nasdaq, and Cboe BZX. While Ripple remains a key contributor to the ecosystem, the underlying XRP Ledger continues to operate as an open-source and decentralized network.

Ripple

XRP is trending as investors debate the impact of newly released joint SEC and CFTC guidance classifying the asset as a digital commodity rather than a security. While the community is actively discussing the potential for institutional adoption and the progress of the Clarity Act, sentiments remain polarized due to ongoing price volatility and frustrations over historical performance compared to broader market trends.

Bankr is an advanced AI agent focused on simplifying the process of buying and selling digital assets. Bankr was the first AI agent on Farcaster to help you quickly buy all your favorites coins directly in the social. BankrCoin is the official coin of the agent and was deployed by Bankr itself directly in the Farcaster social feed. Fees from swaps go to support BankrCoin. Bankr is available on Farcaster and will soon be launching a private terminal, token recs, and limit orders on Base.

BankrCoin

BankrCoin ($BNKR) is seeing intense momentum as it approaches a key psychological resistance level, driven by community excitement over new AI-agent utility and upcoming ecosystem developments. While some traders are locking in profits from recent rallies, a vocal base of investors remains aggressively bullish, viewing the current market cap as undervalued and holding firm in anticipation of a wider breakout.

Keeta is a high-performance layer-1 blockchain designed to unify transactions across different blockchains and fiat payment systems, eliminating the need for costly intermediaries, reducing fees, and enabling near-instant settlements. With 400-millisecond transaction finality and the ability to process 10 million transactions per second, Keeta sets a new industry benchmark for speed and scalability.  Founded in 2022 and backed by Eric Schmidt, the former CEO of Google, Keeta has been engineered to meet the stringent regulatory and operational requirements of financial institutions. Its advanced on-chain compliance protocols, including KYC and AML, ensure security and regulatory adherence. Keeta’s architecture natively supports asset tokenization and digital identity, making it an ideal platform for stablecoins and real-world asset transfers.  By facilitating cross-chain transactions and interoperability with existing payment systems, Keeta bridges the gap between cryptocurrencies and fiat, enabling a secure, efficient, and compliant global financial ecosystem.

Keeta

Keeta is currently capturing community attention as investors debate the potential of its high-throughput blockchain infrastructure despite significant recent price volatility. While some participants express frustration over ongoing sell-offs and perceived lack of transparency, others are actively accumulating shares, viewing the current market conditions as a strategic opportunity to build long-term positions.

JasmyCoin is based on the ERC 20 standard. The token can also be used by an unspecified number of individuals and businesses to transfer tokens using digital devices as proof of value exchange or payment for services. By not limiting its usability, the token can have a wide range of purposes.

JasmyCoin

JasmyCoin is experiencing significant community division, with long-term holders debating whether to continue accumulating during the current downturn or abandon the project due to a lack of clear utility and missed price targets. Conversations are dominated by frustration over recent market performance, skepticism toward the development team's transparency, and contrasting hopes that upcoming news cycles or macroeconomic shifts will eventually spark a recovery.

Ethereum is a global, open-source platform for decentralized applications. In other words, it is a decentralized blockchain platform that enables developers to build and deploy smart contracts and applications without central authority control. Unlike Bitcoin, which primarily functions as digital currency, Ethereum operates as a programmable global computer where developers can create any type of decentralized service.   The platform hosts over $14 billion in DeFi applications with hundreds of thousands of active users across financial protocols, NFT marketplaces, and gaming platforms. Its transition to Proof of Stake in September 2022 reduced energy consumption by over 99%, addressing environmental concerns while strengthening network security.  The network operates through thousands of independent validator nodes that process transactions and execute smart contracts on the Ethereum Virtual Machine. Smart contracts are self-executing programs written in Solidity that automatically carry out agreements when conditions are met, eliminating intermediaries like banks or brokers.   Validators stake ETH as collateral to propose and validate blocks, earning rewards for honest participation while facing penalties for malicious behavior. The EIP-1559 upgrade introduced a dynamic base fee mechanism that burns ETH with each transaction, creating deflationary pressure during high network activity when more ETH is burned than issued to validators.  Vitalik Buterin proposed Ethereum in 2013, but seven co-founders helped build it, including Gavin Wood who created Solidity and the EVM technical specification, and Joseph Lubin who founded ConsenSys. The project launched in July 2015 after raising over $18 million through crowdfunding, quickly becoming the largest blockchain developer community. Major milestones include the 2020 Beacon Chain launch, the 2021 London hard fork implementing fee burning, and the 2022 Merge to Proof of Stake.   Ether (ETH) serves multiple functions: paying transaction fees (gas), staking to secure the network and earn 3-5% annual yields, serving as collateral in DeFi protocols, and purchasing NFTs and digital assets. The asset is increasingly adopted by traditional institutions, with publicly traded companies adding ETH to corporate treasuries to generate staking yields while maintaining blockchain exposure, and in 2024, the SEC approved spot Ethereum ETFs, allowing traditional investors to gain exposure through conventional brokerage accounts.  Ethereum's roadmap focuses on dramatically increasing transaction capacity to over 100,000 per second, reducing confirmation times, and enhancing decentralization while maintaining security against future threats like quantum computing.

Ethereum

Ethereum is currently seeing heightened market activity as institutional investors pivot toward digital assets following major regulatory developments that classify key cryptocurrencies as digital commodities. The community is actively debating the project's long-term utility in decentralized finance and AI infrastructure, while analysts closely monitor institutional ETF flows and potential resistance levels amid broader macroeconomic volatility.

Cheniere Energy, Inc. engages in liquefied natural gas (LNG) related businesses. It owns and operates LNG terminals, develops, constructs, and operates liquefaction projects near Corpus Christi, Texas, and at the Sabine Pass LNG terminal. The company was founded by Charif Souki in 1996 and is headquartered in Houston, TX.

Cheniere Energy Inc.

Cheniere Energy is currently in the spotlight as investors speculate on its potential inclusion in the S&P 500 index during the upcoming quarterly rebalancing. Alongside this sentiment, the broader LNG sector remains a focal point for the community due to robust export demand, critical energy trade agreements with Europe and Asia, and the ongoing build-out of infrastructure to support data center power needs.

The mission of the Worldcoin project is to build the world’s largest identity and financial network as a public utility, giving ownership to everyone. A key component of the Worldcoin project is the development of the foundational infrastructure that will be important for a world where AI plays an increasingly large role.  The Worldcoin system revolves around World ID, a privacy-preserving global identity network. World ID enables users to verify their humanness online while maintaining their privacy through zero-knowledge proofs.  Using World ID, individuals will be able to prove that they are a real, unique human to any platform that integrates with the protocol, including to web3 systems, social networking sites, and governmental programs. This will enable fair airdrops or token/NFT sales, provide protection against bots/sybil attacks on social media, and enable the fairer distribution of limited governmental resources. Furthermore, World ID can also enable global democratic processes and novel forms of governance (e.g., via quadratic voting), and it may eventually show a path to AI-funded UBI. The Worldcoin token (WLD), alongside World ID, will let users participate in governing the Worldcoin protocol.   To engage with the Worldcoin protocol, individuals must first download a first wallet app that supports the creation of a World ID. Users visit a physical imaging device called the Orb to get their World ID Orb-verified. Orbs are operated by a network of independent local businesses called Orb Operators. The Orb uses multispectral sensors to verify humanness and uniqueness to issue an Orb-verified World ID, with all images being promptly deleted on-device per default (absent explicit consent to Data Custody). All Orb-verified World IDs holders are entitled to claim recurring grants of free WLD tokens, subject to certain availability restrictions. The WLD token is designed as a utility token with governance properties.

Worldcoin

Worldcoin is seeing significant attention as investors react to treasury-focused initiatives from firms like Eightco and Maison Solutions, which are positioning the token as a core asset for AI-driven digital identity. The community remains deeply divided, with bulls highlighting the long-term potential of proof-of-humanity technology while others express skepticism regarding tokenomics and volatility.

ShapeShift is a decentralized, multichain cryptocurrency platform that empowers users to swap, track, buy, and earn with over 30,000 assets across the top blockchains such as Bitcoin, Ethereum, Dogecoin, Cosmos, and more. The platform emphasizes financial sovereignty and self-custody, providing an open-source environment where users can engage with the most popular crypto tools and services to trade, earn, and hodl their digital assets. FOX token holders can submit and vote on proposals, helping to shape the future of ShapeShift.

ShapeShift FOX Token

ShapeShift's FOX token is seeing heightened interest as investors look for undervalued assets with low market caps that mirror the utility of major decentralized exchanges like Uniswap. The community remains focused on potential long-term growth and upcoming industry shifts, despite ongoing debates about the token's recent price volatility and past performance.

What makes MOG an absolute game-changer is our relentless dedication to memes and viral brilliance! We don't settle for mediocrity; we plunge into the realm of sheer awesomeness! Our community is a powerhouse of meme warriors, unleashing an unstoppable onslaught of viral memes that'll leave you in awe and stitches!  We're not here to play games; we're here to dominate! MOG is all about pushing the boundaries, smashing through barriers, and leaving our competitors eating our dust! Our passion for humor burns like an inferno, and we won't rest until the entire internet bows down to our meme supremacy!  And our community? It's a brotherhood, an unyielding powerhouse of support and camaraderie! When you're part of MOG, you're part of an unstoppable force, a family forged by the fire of meme revolution!  So, if you're ready to be part of the most intense, mind-bending memecoin movement ever conceived, then buckle up, strap in, and brace yourself! MOG is here to claim the throne, and we're taking no prisoners! Get ready to witness meme history in the making!

 MOG Coin

MOG coin is trending as the community remains sharply divided between investors speculating on potential ETF listings and volatility plays, and critics who dismiss the project as a pump-and-dump scheme. Active discussion is dominated by these polarized perspectives, with supporters highlighting accumulation strategies and technical entry points while skeptics frequently warn of downward pressure and long-term utility concerns.

statis crypto Watchlist

Solana

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

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

Should You Bet on the Recent Rally in Bitcoin & Ethereum ETFs?

Bitcoin & Ethereum ETFs are rallying, but regulatory delays, volatility and macro risks raise a key question -- can the rally last?

Bitcoin Near $70K Amid Global Unrest: Time to Shift to Crypto?

Bitcoin nears $70K as geopolitical tensions, institutional inflows and supply dynamics revive crypto demand. Is the latest rally structural or cyclical?

<ul class="summary-bullets"><li>Published by Ethereum Foundation researcher Justin Drake, the “strawmap” is a roadmap for the Ethereum network through to 2029, and proposes seven protocol forks over the next three years.</li><li>According to Buterin, “one interesting consequence” of the strawmap’s approach is that there is a way to make slots quantum-resistant much sooner than making the finality quantum-resistant.</li><li>This means that even if quantum computers were to emerge as a solid threat earlier than expected, the Ethereum network might get less secure, but it will not stop running.&nbsp;</li></ul>Ethereum co-founder Vitalik Buterin called Ethereum’s roadmap for the next three years “a very important document” in an X post, summarizing the proposal dubbed ‘Strawmap.’Published by Ethereum Foundation researcher Justin Drake, Strawmap outlines seven forks by 2029, with one fork happening roughly every six months. According to Buterin, the proposed upgrades will result in faster finality, higher throughput, and quantum-resistant security.“...Expect to see these changes to be intertwined with a "ship of Theseus" style component-by-component replacement of Ethereum's slot structure and consensus with a cleaner, simpler, quantum-resistant, prover-friendly, end-to-end formally-verified alternative,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/VitalikButerin">wrote</a> in the X post.<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> rose nearly 8% to around $2,000 in the last 24 hours, leading gains among crypto majors and outperforming Bitcoin (BTC). Retail sentiment around the altcoin on Stocktwits improved to ‘neutral’ from ‘bearish’ territory over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_26_055826_png_b08aa856b6.webp" alt="Screenshot 2026-02-26 055826.png" width="1258" height="678"><figcaption>ETH retail sentiment and message volume on February 26 as of 6:15 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Making Ethereum Quantum Resistant</h2>According to Buterin, “one interesting consequence” of the strawmap’s approach is that there is a way to make slots quantum-resistant much sooner than making the finality quantum-resistant.<blockquote>“...if quantum computers suddenly appear, we lose the finality guarantee, but the chain keeps chugging along.”– Vitalik Buterin, Co-Founder, Ethereum</blockquote>Simply put, the system is being upgraded in small steps rather than all at once, which means some parts can be made safe from future quantum computers faster than others. Things may get less secure, but the overall network will keep running.&nbsp;<h2 class="st-heading-2">The 5 North Stars For Ethereum</h2>The document’s inception was at an Ethereum Foundation workshop in January 2026, according to Drake. He said the name combines “strawmap” and “roadmap,” acknowledging that drafting a proposal to satisfy stakeholders in a decentralized ecosystem is “effectively impossible.”&nbsp;The strawmap is centered around five “north stars” as its technical objectives, according to Drake. The first of which is a "fast L1," which targets short slots and finality in seconds. The second is "gigagas L1," which aims to reach a transaction speed of 1 gigagas per second via zkEVMs and real-time proving.&nbsp;The third target is "teragas L2," looking to hit 1 gigabyte per second of data bandwidth, or 10 million transactions per second. The last two focus on improving privacy and building protection against quantum threats.&nbsp;He said the document would be maintained by the Ethereum Foundation Architecture team and receive quarterly updates, with the latest revision date noted on the document.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-etf-inflows-top-500-m-for-first-time-this-year-after-record-outflows/cZTGEntRIbj">Bitcoin ETF Inflows Top $500M For First Time This Year, On Track To Break Record Outflow Streak</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Representative image of the Ethereum token. (Photo by Prasit Rodphan/Getty Images)

Vitalik Buterin Says Ethereum Will ‘Keep Chugging Along’ Even If Quantum Computers Arrive Early

The three-year roadmap for the Ethereum network outlines seven forks and five “north stars” through to 2029.

Cryptocurrency

<ul class="summary-bullets"><li>ETHZilla shares fell more than 5% in overnight trading after filings showed Peter Thiel’s Founders Fund had fully exited its position.</li><li>ETHZilla once held over 100,000 Ether but sold significant portions during the crypto downturn to fund buybacks and reduce debt.</li><li>Retail sentiment on Stocktwits around the Ethereum DAT remained in 'neutral' territory over the past day.</li></ul>ETHZilla (ETHZ) shares tumbled more than 5% in overnight trade after regulatory filings showed billionaire tech investor Peter Thiel and his Founders Fund had completely sold out of the stock.<a href="https://stocktwits.com/symbol/ETHZ/">ETHZ’s stock</a> fell as much as 5.4% after hours, leading losses among crypto-linked equities, following a gain of 0.86% in regular trade. On Stocktwits, retail sentiment around the Ethereum (ETH)-focused digital asset treasury (DAT), remained in 'neutral' territory over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_18_024706_png_8138ce47bc.webp" alt="Screenshot 2026-02-18 024706.png" width="1249" height="145"><figcaption>ETHZ retail sentiment and message volume on February 18 as of 1:30 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Peter Thiel’s Founders Fund Exits ETHZ Stake</h2>According to filings with the Securities and Exchange Commission (SEC), Thiel’s Founder Fund now reports owning zero shares of the company, down from a 7.5% stake disclosed in August.The investment was reported after the company pivoted from 180 Life Sciences Corp. to ETHZilla and adopted Ethereum as its primary treasury asset. The company was among many pivoting toward a crypto-led balance sheet, hoping to replicate the success of Strategy (MSTR) and its Bitcoin (BTC) playbook.<h2 class="st-heading-2">Crypto Rout Forces Ethereum Liquidations</h2>ETHZilla held over 100,000 Ethereum at its peak, according to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://defillama.com/digital-asset-treasury/ethz">data</a> from DefiLlama. However, once the crypto market started to fall after October’s peak, the company was among the first few that were forced to sell.&nbsp;ETHZ sold around $40 million of Ethereum in October to fund stock repurchases. It then sold another $74.5 million worth of ETH tokens in December to repay senior secured convertible notes.The company has around 65,786 ETH left on its balance sheet, valued at around $138.82 million. Its average purchase price stands at $3,841, well below Ethereum’s current trading range.<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> has been struggling to climb back above the $2,000 mark this month. The altcoin was trading at around $1,998 on Tuesday night, up 1.2% in the last 24 hours and leading gains among major tokens. On Stocktwits, retail sentiment around ETH remained in ‘bearish’ territory over the past day.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_18_022957_png_dce9a48742.webp" alt="Screenshot 2026-02-18 022957.png" width="1258" height="145"><figcaption>ETH retail sentiment and message volume on February 18 as of 1:55 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">A Hail Mary Or Strategic Play?</h2>In its latest pivot, ETHZilla announced in January a new subsidiary called ETHZilla Aerospace, which plans to offer tokenized access to equity in leased jet engines. Simply put, the company has two jet engines it plans to lease to airlines. Last week, it announced its first equity token, the Eurus Aero Token 1, backed by engine lease cash flows.While this suggests the company is looking beyond a pure Ethereum play to buff up its balance sheet, it could also be a Hail Mary to avoid going under. ETHZ’s stock has fallen over 30% this year alongside ETH’s drop of over 32% in the same time frame.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mstr-michael-saylor-says-bitcoin-is-winning-amid-crypto-winter/cZR0KFjR4Hm">MSTR's Michael Saylor Says ‘Bitcoin Is Winning’ Amid Crypto Winter, Sees ‘Glorious Summer’ Ahead</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Peter Thiel speaks at The Cambridge Union on May 08, 2024 in Cambridge, Cambridgeshire. (Photo by Nordin Catic/Getty Images)

Peter Thiel’s Fund Walks Away From Ethereum Play – ETHZ Stock Sinks After Hours

Peter Thiel's Founder Fund previously disclosed a 7.5% stake in August following the company’s pivot to an Ethereum treasury strategy.

<ul class="summary-bullets"><li>O’Leary said institutions have done the math and favor Bitcoin and Ethereum for delivering most of crypto’s upside amid volatility.</li><li>He remains bullish on Bitcoin but expects institutional allocations to remain limited to around 3%.</li><li>He noted that large investors are also increasingly concerned about the threat that quantum computing could pose to crypto.</li><li>Bitcoin’s price has fallen nearly 46% since its record high in October.</li></ul>Shark Tank judge Kevin O’Leary said Monday that the cryptocurrency market’s correction from October weeded out ‘poo-poo’ coins, leaving Bitcoin (BTC) and Ethereum (ETH) as the primary institutional focus.In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/kevinolearytv/status/2023550841618076019">post</a> on X, the Shark Tank investor, also known as “Mr. Wonderful,” said Bitcoin’s recent correction from its October record high indicates that there’s a “bigger” shift that’s happening under the volatile prices.&nbsp;“If you want 90% of the upside and volatility in crypto, you only need Bitcoin and Ethereum,” he wrote. “Everything else is just poo poo coins, worthless, and they got dumped accordingly.”<figure class="image"><a class="st-link-external" href="https://x.com/kevinolearytv/status/2023550841618076019" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_17_003920_png_d019eefe78.webp" alt="Screenshot 2026-02-17 003920.png" width="823" height="649"></a><figcaption>Source: @kevinolearytv/X</figcaption></figure>According to a December report by CoinGecko, there were more than 11.6 million&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/crypto-token-failures-hit-all-time-high-in-2025-with-q4-worst-on-record/cmU1JOOR47g">cryptocurrency failures</a> in 2025 alone, with the fourth quarter accounting for over one-third of all token collapses on record. It added that the meme coin sector saw the most casualties because its low barriers to entry and speculative trading left many projects at risk as market conditions deteriorated.<h2 class="st-heading-2">Bitcoin And Ethereum Prices Struggle</h2><a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was trading at around $68,400 on Monday night, down 0.4% in the last 24 hours, after a&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">short-lived rally</a> to around $70,000 earlier in the day. This puts it nearly 46% below its record high in October, which was over $126,000. On Stocktwits, retail sentiment around the apex cryptocurrency improved to ‘neutral’ from ‘bullish’ territory over the past day, but chatter remained at ‘low’ levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_17_003935_png_58bf36d5ed.webp" alt="Screenshot 2026-02-17 003935.png" width="1272" height="130"><figcaption>BTC retail sentiment and message volume on February 17 as of 12:05 a.m. ET | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> rose around 1% in the last 24 hours, dipping to around $1,985 after briefly crossing $2,000 earlier in the session. Retail sentiment around the leading altcoin on Stocktwits trended in ‘bearish’ territory over the past day, also amid ‘low’ levels of chatter.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_17_003949_png_7be6e30d37.webp" alt="Screenshot 2026-02-17 003949.png" width="1276" height="134"><figcaption>ETH retail sentiment and message volume on February 17 as of 12:05 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Institutions Are Capping Crypto Exposure At 3%</h2>O’Leary said he remains long Bitcoin but added that institutional participation is likely to remain measured. He estimated most large investors are unlikely to allocate more than 3% of their portfolios to crypto under current conditions.&nbsp;He also suggested that there are growing concerns about how quantum computing could pose a threat to Bitcoin. “They’ll stay cautious, they’ll stay disciplined, and they’ll wait for clarity,” he wrote.Read also:&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">Bitcoin’s $70K Tease Turns To Tumble, ETH Dumps Below $2K – Fed Minutes, PCE Data On Traders Radar</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Kevin O'Leary visits "Outnumbered" at Fox News Channel Studios on April 18, 2024 in New York City. (Photo by Roy Rochlin/Getty Images)

Shark Tank’s Kevin O’Leary Says Crypto Crash Cleared Out ‘Poo Poo’ Coins – Only Bitcoin, Ethereum Matter Now

In a post on X, Kevin O’Leary said the correction in crypto prices since October has eliminated smaller “poo poo” coins, which “got dumped accordingly.”

<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.

Equity

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


<ul class="summary-bullets"><li>Market sentiment around cryptocurrencies has remained in ‘Extreme Fear’ territory throughout February.</li><li>An ongoing Stocktwits poll showed the majority of retail traders expect Bitcoin to fall below $50,000 or remain range-bound over the next three months.</li><li>The altcoin market has fallen around 21% in 2026, with Ethereum accounting for a bulk of the decline.</li></ul>The Crypto Fear and Greed Index dipped to record lows on Thursday, last seen during the COVID-19 crash in March 2020.According to <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://alternative.me/crypto/fear-and-greed-index/">data</a> on alternative.me, market sentiment around cryptocurrency has been drifting in the ‘Extreme Fear’ territory all through February, consistently below the 20-mark. On Thursday morning, it fell by more than 50% to a reading of 5, from 11 during the previous session.&nbsp;<figure class="image"><a class="st-link-external" href="https://alternative.me/crypto/fear-and-greed-index/" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_12_045853_png_147c7c0518.webp" alt="Screenshot 2026-02-12 045853.png" width="1542" height="681"></a><figcaption>Data shows drop in sentiment on the Fear &amp; Greed Index over the past month. | Source: alternative.me</figcaption></figure>During the March 2020 COVID crypto crash, known as "Black Thursday," Bitcoin’s price dropped over 50% in hours amid global pandemic panic. The Crypto Fear and Freed Index read between 3 to 5.&nbsp;On Thursday morning, however,&nbsp;<a href="https://stocktwits.com/coins/bitcoin">BTC’s price</a> climbed back over the $67,000, edging higher by 0.8% in the last 24 hours, but that doesn’t seem to have assuaged market fears. On Stocktwits retail sentiment told a different story, with data around Bitcoin flipping to ‘bullish’ from ‘bearish’ over the past day. Chatter remained at ‘high’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_12_045910_png_0f805bbcc5.webp" alt="Screenshot 2026-02-12 045910.png" width="1251" height="133"><figcaption>BTC retail sentiment and message volume on February 12 as of 4:20 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Traders Are Bracing For Bitcoin’s Price To Pullback Further</h2>Despite the turn in retail sentiment, an <a href="https://stocktwits.com/discussions/whats-the-most-likely-next-major-move-for-btc-x-over-the-next-3-months/644730787">ongoing poll</a> on the platform showed that most respondents believe that Bitcoin’s price is likely to crash below $50,000 in the next three months, followed by users who think trading the cryptocurrency will remain choppy between the $50,000 to $80,000 range.&nbsp;Only 19% forecast that Bitcoin’s price will climb back above 19%, with only 10% anticipating that the apex cryptocurrency will be able to set a new all-time high.<figure class="image"><a href="https://stocktwits.com/discussions/whats-the-most-likely-next-major-move-for-btc-x-over-the-next-3-months/644730787"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_12_045923_fotor_202602125022_jpg_e68d61ac56.webp" alt="Screenshot 2026-02-12 045923-fotor-202602125022.jpg" width="1350" height="1048"></a><figcaption>Results of an ongoing Stocktwits poll asking traders about Bitcoin's next major move in the next three months on February 12 as of 4:30 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Altcoins Under Pressure In 2026&nbsp;</h2>The overall cryptocurrency market capitalization rose 1.3% in the last 24 hours to $2.38 trillion, but has fallen over 25% this year. Even after taking Bitcoin’s price dip of 22% out of the equation, the altcoin market value is down around 21% in 2026.&nbsp;However, excluding Ethereum (ETH), the year-over-year drop is around 15%. The altcoin is down over 33% this year.&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> is currently trading below the $2,000 mark, with traders watching for a recovery or for the downtrend to deepen and hopefully find a bottom soon.&nbsp;According to Bitmine Immersion Technologies (BMNR) chairman Tom Lee, the leading altcoin is likely to show a V-shaped recovery with the ‘perfect bottom’ forming at $1,890.&nbsp;<a href="https://stocktwits.com/symbol/BMNR">BMNR’s stock</a> has been dropping alongside the dip in Ethereum. The shares are down over 30% so far this year.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bera-crypto-token-doubles-in-a-week-defying-bitcoin-weakness/cZRTWamR4Az">BERA Crypto Token Doubles In A Week Defying Bitcoin Weakness – And It’s Not A Meme Coin</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Crypto Fear And Greed Index Dips To Record Lows Last Seen During COVID Crash

The Crypto Fear and Greed Index fell to a reading of 5, the lowest since the March 2020 COVID-19 crash.

<ul class="summary-bullets"><li>Fidelity Ethereum Fund and Grayscale Ethereum Mini Trust led the inflows with more than $110 million combined.</li><li>Outflows from Bitwise and iShares Ethereum ETFs reduced the day’s overall net inflow.</li><li>Retail sentiment across most Ethereum ETFs remained in 'neutral’ territory on Stocktwits.</li></ul>Ethereum (ETH) spot ETFs reversed a three-day run of $1.75 billion in outflows on Monday, pulling in more than $57 million of fresh capital.SoSoValue data showed $57.05 million in inflows, led by&nbsp;<a href="https://stocktwits.com/symbol/FETH">Fidelity Ethereum Fund (FETH)</a> and&nbsp;<a href="https://stocktwits.com/symbol/ETH">Grayscale Ethereum Mini Trust (ETH)</a>, with $67.32 million and $44.62 million coming in, respectively. However, the daily net inflow was pared back, with $9.9 million exiting the&nbsp;<a href="https://stocktwits.com/symbol/ETHW">Bitwise Ethereum ETF (ETHW)</a> and $44.99 million exiting the iShares&nbsp;<a href="https://stocktwits.com/symbol/ETHA">Ethereum Trust (ETHA)</a>.All of the Ethereum funds saw retail sentiment trending in ‘neutral’ territory over the past day on Stocktwits, except for Grayscale’s Ethereum Mini Trust, which saw sentiment trending in the ‘bearish’ zone.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_10_033850_png_13bc7cb2d8.webp" alt="Screenshot 2026-02-10 033850.png" width="1230" height="138"><figcaption>ETH retail sentiment and message volume on February 10 as of 3:00 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Ethereum’s Trying To Hold Above $2,000</h2><a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> was struggling to hold above the $2,000 market on Tuesday morning, down 2.8% in the last 24 hours amid Bitcoin’s (BTC) slide to around $68,800. On Stocktwits, retail sentiment around the leading altcoin was in ‘bullish’ territory amid ‘high’ levels of chatter.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_10_033834_png_19eeb125ce.webp" alt="Screenshot 2026-02-10 033834.png" width="1245" height="132"><figcaption>Ethereum retail sentiment and message volume on February 10 as of 3:00 a.m. ET | Source: Stocktwits</figcaption></figure>Users on the platform are hoping that Ethereum’s price holds strong after the cryptocurrency dipped under the $2,00 mark last week.<stembedurl>https://www.stocktwits.com/KTMMEEK/message/644529960</stembedurl><stembedurl>https://stocktwits.com/Jonathan_Morgan/message/644490280</stembedurl><h2 class="st-heading-2">Bitcoin, Solana, And XRP ETF Flows Diverge</h2>Bitcoin spot ETF inflows slowed down on Monday. The funds attracted $145 million on the day, down from $371 million in the prior session.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was down 2.3% in the last 24 hours, with retail sentiment on Stocktwits trending in ‘bearish’ territory over the past day.Solana ETFs remained under pressure, logging a third straight day of outflows. Total net asset value across Solana products stayed below $1 billion, with roughly $14,000 in net outflows recorded on Monday.&nbsp;<a href="https://stocktwits.com/coins/solana">Solana’s price</a> was down around 1% in the last 24 hours to $84.30 with retail sentiment on Stocktwits in the ‘bullish’ zone.&nbsp;XRP ETFs continued to see steadier demand. The group posted $6.3 million in inflows and maintained total assets above the $1 billion mark.&nbsp;<a href="https://stocktwits.com/coins/ripple">XRP’s price</a> edged 0.2% lower in the last 24 hours to around $1.42. On Stocktwits, retail sentiment around the altcoin was also in the ‘bullish’ zone.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/cathie-wood-ark-adds-bullish-shares-after-crypto-exchange-jumps-16/cZbxMg3R4oU">Cathie Wood’s ARK Adds Bullish Shares After Peter Thiel–Backed Crypto Exchange Jumps 16%</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 Spot ETFs Snap $1.75 Billion Exit Streak With Fresh Inflows

Bitcoin ETFs saw softer inflows, while Solana ETFs continued to record net outflows.

<ul class="summary-bullets"><li>On Friday, an X user, Daxx, said Trend Research blew out a roughly $2 billion leveraged Ethereum long, putting total PnL near $686 million.</li><li>Lookonchain said the fund withdrew 792,532 Ethereum from Binance at $3,267 and later deposited 772,865 Ethereum back at $2,326, leaving 21,301 Ethereum and estimating total losses at $747 million.</li><li>Tom Lee said recoveries have often been V-shaped after deep drawdowns, noting multiple over 60% declines since 2018.</li></ul>Trend Research unwound a large, leveraged Ethereum (ETH) position after it slid sharply, according to crypto educator and YouTuber Daxx, who said on Friday that the Shanghai-linked firm “blew out” a roughly $2 billion long.On X, Daxx&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/DaxxTrader/status/2019922333193105643?s=20">explained</a> that Trend Research is a secondary-market crypto investment and trading arm operating under LD Capital, a Shanghai-based venture firm founded by longtime Ethereum supporter Jack Yi. Daxx said the fund had built a high-conviction ETH position and amplified it with leverage, leaving it exposed as prices fell. With Trend Research essentially completing its liquidation, analyst Yu Jin's final loss on ETH is now a clear amount, approximately $734 millionFollowing this, Lookonchain, a leading data analysis platform,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/lookonchain/status/2019968289187967372?s=20">reported</a> that Trend Research “has almost sold all of its ETH,” and posted figures showing heavy transfers through Binance. Lookonchain further said the fund withdrew 792,532 ETH worth $2.59 billion from Binance at $3,267, then deposited 772,865 ETH worth $1.8 billion back to Binance at $2,326. It added that only 21,301 ETH, about $43.92 million, remained, and estimated total losses at $747 million.<figure class="image"><a class="st-link-external" href="https://x.com/lookonchain/status/2019968289187967372?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_07_at_5_15_25_AM_png_d953bb8732.webp" alt="Screenshot 2026-02-07 at 5.15.25 AM.png" width="1082" height="1244"></a><figcaption>Lookonchain flags Trend Research's loss. Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/lookonchain">lookonchain</a>/x</figcaption></figure><a href="https://stocktwits.com/coins/ethereum">Ethereum (ETH)</a> was trading at $2,028, up by 7% over 24 hours. On Stockwits, the retail sentiment around ETH remained in the ‘neutral’ territory, as chatter levels around it remained ‘extremely high’ over the past day.<h2 class="st-heading-2">Aave Leverage And Forced Deleveraging</h2>The unwind was tied to leverage built through Aave’s lending protocol, with Trend Research borrowing nearly $1 billion in stablecoins against ETH collateral, Daxx explained in his post. As ETH dropped from above $3,000 to below $1,900, the fund accelerated selling to repay loans and reduce liquidation risk.&nbsp;Separately, traders have been sensitive to large-holder ETH movements during the selloff. Previously, it was reported that Ethereum co-founder Vitalik Buterin sold about 2,961 ETH worth roughly $6.6 million over three days, after previously flagging planned withdrawals, with the sales executed at an average price around $2,228 per ETH.<h2 class="st-heading-2">What’s Next</h2>Fundstrat’s Tom Lee&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/fundstrat/status/2019868034920542541?s=20">argued</a> that ETH has repeatedly seen sharp, V-shaped recoveries after steep drawdowns. He said that since 2018, Ethereum has recorded seven drawdowns of 60% or worse, and suggested that faster declines have often been followed by faster rebounds.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/cryptocom-founder-buys-aicom-in-historic-domain-sale/cZbpixkR4FU">Crypto.com Founder Buys AI.com In Most Expensive Domain Sale Ever</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

$2 Billion Ethereum Bet By Shanghai-based Firm Gets Wrecked As Ethereum Slides

Traders observed Ethereum whale trades during the selloff after Vitalik Buterin sold 2,961 ETH for roughly $6.6 million over three days at $2,228 per coin.

<ul class="summary-bullets"><li>Analysts believe the CLARITY Act might serve as a "de-risking" stimulus for Ethereum, with ramifications for ETH-heavy treasury corporations such as BitMine Immersion.</li><li>BMNR owns around 4.24 million in Ethereum, valued at $12.37 billion.</li><li>The company's market capitalization of $10.68 billion indicates a discount to its asset value, which may narrow if regulatory clarity improves sentiment.</li><li>Strategists stress that the thesis is outcome-dependent, with delays or ambiguity in legislation likely restricting near-term pricing.</li></ul>Market analysts believe that the future of BitMine Immersion Technologies (BMNR), a treasury firm that trades heavily in Ethereum (ETH), may increasingly depend on the outcome of Washington's long-awaited crypto market structure legislation. The proposed CLARITY Act is seen as a possible turning point for how institutional investors handle Ethereum exposure.The Digital Asset Market Structure Market Clarity Act’s goal is to clarify the rules between the Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC). It also aims to make the legal definitions of token classification clearer. Now, supporters say that the bill's passage could make it easier for big assets like Ethereum.&nbsp;<h2 class="st-heading-2">De-Risking Event For Ethereum Exposure</h2>Some market analysts have called the CLARITY Act a possible "de-risking event" for ETH-linked assets. They say that clearer federal recognition of Ethereum's status could make it easier for institutions that have been cautious so far to get involved.One crypto market strategist&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=gOGNf1Qb_Pg">said</a>, “Regulatory clarity is the missing permission structure for broader institutional participation. “If Ethereum’s status is effectively clarified, vehicles that already hold ETH on their balance sheet could see a rapid repricing.” BitMine Immersion, which has established itself as a publicly traded Ethereum treasury vehicle, has become increasingly central to that story.&nbsp;According to Coingecko, BitMine Immersion holds 4,243,338 ETH with only a small amount of Bitcoin. The total value of the company's digital asset treasury stands at $12.37 billion.In contrast, BMNR's equity market capitalization is currently close to $10.68 billion, suggesting the stock is trading below the value of its underlying assets. Its market-to-net-asset-value (mNAV) is estimated at around 0.86x.<h2 class="st-heading-2">A Bull Case For BMNR?</h2>Other market analysts, like MONEY GAME, have&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=cM_3GdPpfuA">cited this discount</a> as a key component of the bull case. If legislative certainty lessens the perceived legal risk around Ethereum, investors believe BMNR could see two potential positive trends. One, a greater valuation for Ethereum or a reversal of BMNR's discount to NAV, akin to how Bitcoin proxy stocks like&nbsp;<a href="https://stocktwits.com/symbol/MSTR">Strategy (MSTR)</a> have occasionally traded at a premium to their underlying assets.&nbsp;<a href="https://stocktwits.com/symbol/BMNR">BitMine Immersion Technologies (BMNR)&nbsp;</a>closed at 27.80 on Monday, down 3.47%. In after-hours, the stock saw a 0.58% gain. On Stocktwits, retail sentiment around BMNR remained in ‘bearish’ territory, accompanied by ‘low’ chatter levels over the past day.Another important aspect of the theory is its structural component. Many institutional investors, including registered investment advisers, mutual funds, and pension-linked mandates, are still prohibited from directly holding crypto tokens, but they are authorized to purchase publicly traded shares.“That’s why proxy trades exist,” said a digital asset equity analyst. “If you can’t own ETH directly but want exposure, you buy the equity wrapper. BMNR effectively fills that role for Ethereum.”<h2 class="st-heading-2">Risks Remain For BMNR</h2>The thesis, however, has several risks. Analysts say that the market might be too sure that the CLARITY Act will definitely fix how Ethereum is regulated. A watered-down law, more delays, or more confusion might hurt the upside story for BMNR.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/tom-lee-gold-rally-distracts-bitcoin-ethereum-fundamentals/cmyaAbhR4LG">Ethereum Bull Tom Lee Hints Precious Metal’s Rally Is Stealing Crypto’s Thunder</a> For updates and corrections, email newsroom[at]stocktwits[dot]com.

Washington’s Crypto Bill Could Be The Make-Or-Break Moment For BMNR Stock, Believe Analysts

BMNR's stock is vulnerable to the passage of the CLARITY Act, given its large Ethereum exposure, according to market analysts.

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.

ETH
Grayscale Ethereum Mini Trust

Feed

News

Sentiment

Fundamentals

Info

Latest ETH News

ETHGrayscale Ethereum Mini Trust