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UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealth is a top trend following its recent earnings report and weak guidance, compounded by the Trump administration's proposal for near-flat Medicare Advantage rates for 2027. Community discussion is polarized, with many investors debating if the substantial drop is an overreaction and a "buy the dip" chance, while others caution about ongoing political and regulatory risks impacting the broader healthcare insurance sector.

Richtech Robotics, Inc. engages in the development of robotics and artificial intelligence. The firm designs, manufactures, and sells robots to restaurants, hotels, senior living centers, casinos, factories, and movie theaters. Its robots perform a variety of services including restaurant running and bussing, hotel room service delivery, floor scrubbing and vacuuming, and beverage and food preparation. The company was founded by Zhen Wu Huang and Zhen Qiang Huang on July 19, 2016 and is headquartered in Las Vegas, NV.

Richtech Robotics Inc. - Ordinary Shares - Class B

Richtech Robotics Inc.

Richtech Robotics (RR) is trending following its announced collaboration with Microsoft, integrating Azure AI into its ADAM robots for advanced agentic AI capabilities. This partnership is seen by the community as a significant validation, fueling excitement for long-term growth within the burgeoning robotics and AI sector, especially amid discussions around high short interest and potential for a squeeze.

Altimmune, Inc. is a clinical stage biopharmaceutical company, which focuses on the development of novel peptide-based therapeutics for the treatment of obesity and liver diseases. The company's lead product candidate, pemvidutide, is a GLP-1/glucagon dual receptor agonist that is being developed for the treatment of obesity and NASH. In addition, Altimmune is developing HepTcell, an immunotherapeutic designed to achieve a functional cure for chronic hepatitis B. The company was founded in 1997 and is headquartered in Gaithersburg, MD.

Altimmune Inc

Altimmune (ALT) is a trending topic amidst strong community debate, largely driven by its FDA Breakthrough Therapy Designation for pemvidutide in MASH, which bulls view as a significant derisking event. Speculation around an imminent acquisition or major partnership from big pharma players in the highly active metabolic disease sector is rampant, with investors keenly watching if the stock can decisively break key resistance levels. However, some continue to voice concerns over past trial data and management actions, leading to a polarized discussion.

USA Rare Earth, Inc. is domestic supplier of rare earth magnets and heavy rare earth elements. It is developing a vertically integrated, domestic supply chain for rare earth element magnet production, with a facility in Stillwater, Oklahoma, and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USA Rare Earth is trending following news of substantial U.S. government backing, including $1.6 billion in funding and an equity stake, to secure domestic rare earth mineral supply chains. This strategic investment has sparked immense trading volume and intense community debate, with many viewing current price action as manipulation by short sellers before an anticipated significant rally. The company is now seen as a pivotal player in the nation's push for self-sufficiency in critical minerals, drawing comparisons to other government-backed successes in the sector.

Pinterest, Inc. engages in the operation of a pinboard-style photo-sharing website. It allows users to create and manage theme-based image collections such as events, interests, and hobbies. The company was founded by Benjamin Silbermann, Paul C. Sciarra, and Evan Sharp in October 2008 and is headquartered in San Francisco, CA.

Pinterest Inc - Ordinary Shares - Class A

Pinterest Inc

Pinterest is actively discussed following a restructuring aimed at prioritizing AI initiatives, a move that unexpectedly triggered a significant stock drop. Despite the market's negative reaction, many in the community view this as an overreaction, pointing to the company's strong financials and burgeoning rumors of a potential acquisition by OpenAI, fueling a polarized outlook.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), Global Services (BGS), and Boeing Capital (BCC). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The Boeing Capital segment seeks to ensure that Boeing customers have the financing they need to buy and take delivery of their Boeing product and manages overall financing exposure. The company was founded by William Edward Boeing on July 15, 1916 and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is trending after reporting strong earnings, with significant discussion around the CFO's validation of substantial long-term Free Cash Flow targets and solid delivery figures. The community is largely optimistic, viewing the initial dip as a buying opportunity and indicating growing confidence in the aerospace giant's operational turnaround and sustained growth trajectory.

SentinelOne, Inc. engages in the provision of endpoint security software that detects, models, and predicts threat behavior to block attacks on any computing device. Its services include vigilance, support, and training. The company was founded by Tomer Weingarten and Almog Cohen in 2013 and is headquartered in Mountain View, CA.

SentinelOne Inc - Ordinary Shares - Class A

SentinelOne Inc

SentinelOne is actively discussed following a bullish Citron Research report highlighting its leadership in autonomous AI agent security, sparking significant options activity and renewed optimism among investors. Many in the community view the company as undervalued with strong growth, anticipating a potential acquisition or a substantial re-rating as cybersecurity demand, especially in AI, continues to expand.

CVS Health Corp. is a health solutions company, which engages in the provision of healthcare services. It operates through the following segments: Health Care Benefits, Health Services, Pharmacy and Consumer Wellness, and Corporate and Other. The Health Care Benefits segment operates as a health care benefits provider. The Health Services segment offers a full range of PBM solutions, delivers health care services in its medical clinics, virtually, and in the home. The Pharmacy & Consumer Wellness segment dispenses prescriptions in its retail pharmacies and through its infusion operations. The Corporate and Other Segment is involved in management and administrative expenses. The company was founded by Stanley P. Goldstein and Ralph Hoagland in 1963 and is headquartered in Woonsocket, RI.

CVS Health Corp

CVS Health is trending following news of proposed minimal Medicare Advantage payment rate increases for an upcoming year, which is impacting the broader health insurance sector and causing significant downward pressure on its stock. Investors are actively debating whether the steep decline presents a "buy the dip" opportunity for long-term holders, given the company's diversified model, while others remain cautious due to potential margin pressure and regulatory uncertainty across managed care.

Humana Inc. engages in the provision of health insurance services. It operates through the Insurance and CenterWell segments. The Insurance segment consists of Medicare benefits, marketed to individuals or directly via group Medicare accounts, as well as contract with CMS to administer the Limited Income Newly Eligible Transition, or LI-NET, prescription drug plan program and contracts with various states to provide Medicaid, dual eligible demonstration, and Long-Term Support Services benefits, which refer to as state-based contracts. The CenterWell segment represents payor-agnostic healthcare services offerings, including pharmacy dispensing services, provider services, and home services. The company was founded by David A. Jones, Sr., and Wendell Cherry on August 18, 1961 and is headquartered in Louisville, KY.

Humana Inc.

Humana Inc

Humana is trending significantly after a government proposal suggested a minimal increase in Medicare Advantage payment rates for 2027, well below industry expectations. This policy update has triggered a broad re-evaluation across the managed care sector, with investors actively debating whether the stock's sharp decline represents an overreaction or a fundamental repricing of future profitability due to policy risks.

Virtuix Holdings Inc. - Ordinary Shares - Class A

Virtuix Holdings Inc. (VTIX) is generating significant buzz as it begins trading on Nasdaq, exciting long-term shareholders and drawing new interest. The community is actively discussing its debut, particularly noting its connection to the booming AI and gaming sectors. Investors are closely watching its initial market performance and impressive reported revenue growth.

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<ul class="summary-bullets"><li>Senator Roger Marshall dropped a swipe-fee amendment during a Senate Agriculture crypto markup, Politico reported.</li><li>The White House intervened amid concerns the provision could slow progress on crypto legislation.</li><li>Lawmakers continue reconciling competing House and Senate versions of the Clarity Act.</li></ul>As Congress moves to advance major cryptocurrency legislation, Senator Roger Marshall chose to set aside a proposal on credit card swipe fees, removing a potential complication for the bill’s progress.Senator Roger Marshall decided not to advance an amendment targeting credit card transaction fees during a Senate Agriculture Committee markup of crypto market structure legislation on Thursday, according to multiple people with direct knowledge of the discussions, as reported by&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.politico.com/live-updates/2026/01/26/congress/marshall-credit-card-amendment-crypto-markup-00746918">Politico</a> on Monday.Marshall, a Kansas Republican, had filed the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.agriculture.senate.gov/imo/media/doc/36eeb505-e36c-94de-6ff7-8bcd308b0ea2/S.__Marshall_1st_Degree_1.pdf">amendment</a> last week as part of the Senate Agriculture Committee’s crypto market structure bill. The proposal would have required payment networks to compete more directly on credit card swipe fees, an approach similar to the Credit Card Competition Act that Marshall has long supported alongside Sen. Dick Durbin (D-Ill.)White House officials became involved in the discussions as concerns grew that adding a swipe-fee provision could complicate efforts to advance&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crypto-bill-green-light-can-reprice-bmnr-eth-bet-analysts/cmyauTuR4Ld">the cryptocurrency bill,</a> according to Politico. The administration was focused on avoiding provisions that could delay or fracture support for the legislation as it moves through Congress.The new amendment would allow banks and crypto firms to be on equal footing, which previously was a point of contention between the two.&nbsp;<h2 class="st-heading-2">Clarity Act And Competing Drafts</h2>The move comes as lawmakers navigated through multiple versions of the CLARITY Act. Chair John Boozman&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.agriculture.senate.gov/newsroom/rep/press/release/chairman-boozman-unveils-updated-market-structure-legislation-schedules-business-meeting">released</a> an updated text designed to expand the CFTC’s authority over “digital commodities,” with the committee scheduling a business meeting for Thursday.&nbsp;Separately, the House’s Digital Asset Market Clarity Act of 2025&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.congress.gov/bill/119th-congress/house-bill/3633/text">(H.R. 3633)</a> outlined a broader market structure framework and definitions for digital assets. The differences stemmed from jurisdictional differences between congressional committees. The Senate Banking Committee focused its version of the CLARITY Act on securities law, disclosure, and consumer protections under the SEC.&nbsp;On the other hand, the Senate Agriculture Committee has emphasized the CFTC’s role in overseeing digital commodities, according to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.banking.senate.gov/newsroom/majority/the-facts-the-clarity-act">a press release</a> from the United States Senate Committee on Banking, Housing, and Urban Affairs.<h2 class="st-heading-2">Stablecoin Yield Fight And Bank Pushback</h2>Debate over stablecoin yield has emerged as a parallel fault line in crypto legislation. In an interview with CNBC, Coinbase CEO Brian Armstrong&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/video/2026/01/20/coinbase-ceo-brian-armstrong-on-crypto-regulation-banks-should-compete-on-a-level-playing-field.html">said</a> banks already operate under fractional-reserve lending, while some stablecoins are fully backed, arguing that restrictions on stablecoin yields create an uneven competitive landscape.Banks have opposed yield-bearing stablecoins, warning they could draw deposits away from traditional institutions. Investor and market commentator Mark Moss&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/@1MarkMoss">said</a> that deposit-funded lending relies on stable balances, which banks argue could be disrupted if stablecoins offer returns comparable to those of deposits.<h2 class="st-heading-2">Markup Re-scheduled To Thursday</h2>The Senate Agriculture Committee originally planned to hold a markup of its crypto market structure bill on Tuesday, according to a timeline&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.agriculture.senate.gov/newsroom/rep/press/release/chairman-boozman-announces-timeline-for-crypto-market-structure-legislation">announced</a> by Chairman John Boozman.However, severe winter weather in Washington, D.C., forced lawmakers to postpone several votes, preventing the markup from proceeding as scheduled. The session has been rescheduled for Thursday, as reported by&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.coindesk.com/policy/2026/01/23/senate-agriculture-panel-delays-market-structure-hearing-to-thursday-after-winter-storm">CoinDesk</a>. Read also: <a href="https://stocktwits.com/news-articles/markets/equity/crypto-bill-green-light-can-reprice-bmnr-eth-bet-analysts/cmyauTuR4Ld">Washington’s Crypto Bill Could Be The Make-Or-Break Moment For BMNR Stock, Believe Analysts</a> For updates and corrections, email newsroom[at]stocktwits[dot]com.

Crypto Bill Momentum Builds After Swipe-Fee Proposal Is Shelved

Senator Roger Marshall removed a swipe-fee amendment from a Senate crypto bill after the White House raised concerns that it could delay market structure legislation.

Senator Roger Marshall Drops Swipe-Fee Amendment To Clear Path For Crypto Bill

Cryptocurrency

<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.

Equity

<ul class="summary-bullets"><li>Fundstrat’s Tom Lee said the “parabolic” move in gold and silver is drawing attention away from improving underlying fundamentals across crypto markets.</li><li>He pointed out that Bitcoin and Ethereum are the key assets where structural strength continues to build despite being overshadowed by the precious metals rally.&nbsp;</li><li>Tom Lee also cited the October 10 deleveraging event, which wiped out $19.16 billion from the market as the reason why price recovery has been slower.</li></ul>Tom Lee, the head of research at Fundstrat, believes that the rise in gold and silver prices is diverting attention and capital away from improving the fundamentals of the crypto market, especially Bitcoin (BTC) and Ethereum (ETH), but he remains bullish on the crypto assets.Lee wrote on&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/fundstrat/status/2015860892672655690?s=20">X</a> that the "parabolic" move in precious metals like gold and&nbsp;<a href="https://stocktwits.com/symbol/SLV">silver</a> has taken attention away from what he called "inherently improving structural signals" in crypto. He said that Ethereum and Bitcoin are two assets with fundamentals "up and to the right."&nbsp;<figure class="image image_resized"><a class="st-link-external" href="https://x.com/fundstrat/status/2015860892672655690?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_27_at_3_53_55_AM_png_a63b0f6ba9.webp" alt="Screenshot 2026-01-27 at 3.53.55 AM.png" width="910" height="1228"></a><figcaption>Tom Lee on gold, silver rally overshadowing crypto assets. | Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/fundstrat">fundstrat</a>/x</figcaption></figure>According to Lee, the recent surge in gold and silver is taking money away from cryptocurrency due to mechanical allocation decisions driven by risk and leverage budgets, rather than investors rejecting digital assets. He also said that historically, price action tends to follow once attention and liquidity rotate back.Crypto markets are experiencing a more severe liquidity squeeze because they have already deleveraged. Because of this, prices are not keeping pace with improving fundamentals such as improved financial conditions, institutional adoption, and increased network activity.Lee, who has been bullish on Ethereum for a while, expanded on this view in a CNBC interview,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=lO_DrBCFyFE">saying</a> that the slow price response in crypto today is due to aftershocks from a major de-leveraging event on October 10, when $19.16 billion was flushed out of the crypto market. Lee says that the episode hurt many exchanges and market-making firms, leaving the industry with less leverage and less speculative firepower.“The industry is still limping from that shock,” Lee said, explaining that while fundamentals have improved, crypto no longer benefits from the same leverage-driven tailwinds that previously amplified rallies.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin (BTC)</a> was trading at $88,276.50, up 0.47%, while&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum (ETH)</a> was trading at $2,927.56, up 0.91% over the last day. Both the assets have been in the negative alley over the past week. On Stocktwits, retail sentiment around Bitcoin improved from ‘extremely bearish’ to ‘bearish’ zone, but chatter dipped from ‘high’ to ‘normal’ over the past day.&nbsp;On Stocktwits, retail sentiment around Ethereum remained in ‘extremely bearish’ territory, as chatter around it remained in ‘low’ levels over the past day.<h2 class="st-heading-2">The Davos Signal Is Bullish For Crypto Assets</h2>Lee presented institutional momentum as unmistakably positive despite short-term price frustration. He cited talks at Davos 2026 as proof that traditional finance increasingly views capital markets and blockchain infrastructure as complementary ecosystems rather than antagonistic.He added, “I think even Davos really amplified that Wall Street is now starting to view traditional finance and tokenization and blockchains as one business that's converging.”&nbsp;He pointed out that senior leadership from international financial firms like UBS, Standard Chartered, and Euroclear now provides support, not just prominent individuals like&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/blackrock-larry-fink-ethereum-tokenization-bet-wall-street/cmyP4IOR4W7">BlackRock CEO Larry Fink</a>. According to Lee, tokenization and blockchain-based financial rails are strategically validated as components of the future market infrastructure. Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/coinbase-addresses-crypto-next-risk-quantum-computing/cmyaplKR4hy">What Happens To Crypto If Quantum Computers Break Encryption? Coinbase Is Taking Early Steps To Address Threats</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)

Ethereum Bull Tom Lee Hints Precious Metal’s Rally Is Stealing Crypto’s Thunder

Liquidity is tightening amid widespread deleveraging, leaving less cash and leverage to support crypto prices, according to Fundstrat's Tom Lee.

‘Parabolic Surge In Gold And Silver Are Overshadowing’ Bitcoin And Ethereum, Says Tom Lee

<ul class="summary-bullets"><li>ARK Invest projects that tokenized assets could grow from about $19 billion to over $11 trillion by 2030.&nbsp;</li><li>Stablecoins surpassed $300 billion in supply in 2025, increasingly used for settlement, liquidity, and cross-border payments.</li><li>Ethereum remains the leading blockchain for tokenization, hosting over $400B in on-chain capital, per ARK data.</li></ul>Tokenization is no longer a niche crypto experiment! ARK Invest believes it is becoming a core financial infrastructure trend that could move trillions of dollars onto blockchains.ARK Invest predicted that tokenized assets could grow from roughly $19 billion to more than $11 trillion by 2030, driven by stablecoins, tokenized securities, and institutional adoption of blockchain-based infrastructure in the Big Ideas 2026 research&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ark-invest.com/big-ideas-2026">report</a>.According to ARK, the market nearly tripled in 2025 to about $19 billion, led by tokenized U.S. Treasuries and commodities. The firm said tokenization is expanding beyond pilots and into production use cases across payments, capital markets, and asset management.ARK highlighted stablecoins as a key catalyst, noting that global stablecoin supply surpassed $300 billion in 2025 while transaction volumes reached record highs. The report said stablecoins are increasingly being used as settlement layers and liquidity tools rather than purely crypto-native instruments.&nbsp;CEO Cathie Wood noted that “in terms of remittances and emerging market activity, [we’re] seeing stablecoins usurp the role we thought Bitcoin would provide,” on an ARK Invest&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=VTKPbxhP8jE">video</a>. &nbsp;<blockquote>“We passed $300 billion globally in stablecoins, and we’re seeing stablecoins usurp some of the roles we thought Bitcoin would play a decade ago.”- Cathie Wood, CEO Of Ark Invest</blockquote>According to ARK,&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum (ETH)</a> remains the dominant blockchain for tokenized assets, with more than $400 billion in capital represented on-chain. The firm said stablecoins and large-cap tokens account for roughly 90% of on-chain value across major networks, reinforcing Ethereum’s position as the primary settlement layer for tokenization. Interestingly, BlackRock CEO Larry Fink also&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/blackrock-larry-fink-ethereum-tokenization-bet-wall-street/cmyP4IOR4W7">commended the blockchain</a> for being “more secure than ever.”<h2 class="st-heading-2">World Economic Forum Addresses The Tokenization Shift</h2>The discussion aligned with the annual meeting at the World Economic Forum, held last week, where global finance and crypto leaders debated whether tokenization was entering a breakout phase in 2026.During a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=CBW7Sl9PmDI">WEF panel</a> moderated by CNBC’s&nbsp;Squawk Box Europe anchor Karen Tso, speakers including Standard Chartered CEO Bill Winters, Coinbase (COIN) CEO Brian Armstrong, Ripple CEO Brad Garlinghouse, Euroclear CEO Valérie Urbain, and Banque de France Governor François Villeroy de Galhau discussed how tokenization is moving from experimentation toward real-world deployment.Armstrong said tokenization could reduce friction in financial markets by enabling faster settlement and more efficient capital movement, while Winters said banks are increasingly engaging with tokenization where client demand intersects with regulated infrastructure.European policymakers reiterated support for tokenization in wholesale markets, while maintaining caution around privately issued digital currencies.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/is-ethereum-losing-ground-over-bitcoin-ethereum-bull-shares-insight/cmyEfDhR4WL">Bitcoin Breaks Ahead, Ethereum Falls Behind: Ethereum Bull Explains Why</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Cathie Wood’s ARK Invest Says Tokenized Assets Could Reach $11 Trillion In Next 5 Years 

ARK Invest says tokenized assets could reach $11 trillion by 2030 as stablecoins, Ethereum, and institutions push finance on-chain.

<ul class="summary-bullets"><li>Bitcoin has reclaimed cycle highs while Ethereum remains 50% below its last peak.</li><li>Jack Yi said past cycles show ETH outperforming BTC during easing phases.&nbsp;</li><li>He pointed to stablecoins and institutional adoption as structural shifts that favor Ethereum as a settlement layer.&nbsp;</li></ul>Bitcoin (BTC) is hitting cycle highs while Ethereum (ETH) is still far from its last peak, and one prominent Ethereum bull says the divergence is structural, not a failure.Liquid Capital founder JackYi said on Friday that Ethereum’s underperformance in comparison to Bitcoin reflects macro conditions and shifting market structure, rather than weakness in Ethereum’s fundamentals.&nbsp;On X, JackYi&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Jackyi_ld/status/2015005232506548374">responded</a> to questions about why Ethereum remains nearly 50% below its prior cycle peak while Bitcoin trades roughly 40% above its previous high. He said the current cycle has been shaped by aggressive rate hikes, which limited performance across most crypto assets except Bitcoin.<figure class="image"><a class="st-link-external" href="https://x.com/Jackyi_ld/status/2015005232506548374" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_25_at_3_20_46_AM_png_d599eff046.webp" alt="Screenshot 2026-01-25 at 3.20.46 AM.png" width="950" height="1214"></a><figcaption>Trend Research's JackYi on Ethereum and Bitcoin. | Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Jackyi_ld">Jackyi_ld</a>/X</figcaption></figure>According to JackYi, past crypto cycles show Ethereum outperforming Bitcoin during easing phases rather than tightening cycles. He said he expects that pattern to re-emerge once monetary conditions shift, adding that Ethereum has historically delivered larger gains during bull markets.&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum (ETH)</a> was trading at $2938, down by 0.5% over 24 hours. On the other hand, Bitcoin was trading at $88,663, down by 0.9% over 24 hours. On Stocktwits, retail sentiment around Ethereum dropped from ‘bearish' to ‘extremely bearish’ territory, but chatter remained at ‘normal’ levels over the past day.Bitcoin reached new all-time highs in October 2025 while most altcoins, including Ethereum (ETH), lagged, but the rebound occurred in&nbsp;quarter three of 2025, when Ethereum rose by 66%, reaching an all-time high of $4,946 in August.&nbsp;<h2 class="st-heading-2">Why JackYi Chooses Ethereum Over Bitcoin</h2>JackYi said the&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/ethereum-outperforms-while-analysts-believe-bitcoin-s-four-year-cycle-is-dead/cmU3BVkR432">traditional four-year crypto cycle</a> has weakened due to structural changes, including the rise of stablecoins, shifting crypto policies, and growing institutional participation. He argued that Ethereum benefits most from these changes as the primary settlement layer for stablecoins and on-chain financial services.He also addressed concerns around prolonged consolidation, saying Ethereum has spent months stabilizing near the $3,000 level. JackYi said he views this range as a base rather than a breakdown, noting that precise market bottoms are only clear in hindsight.Responding to leverage concerns, JackYi said his positions are structured to withstand volatility, adding that his strategy allows borrowed exposure to be reduced if needed. He said Ethereum remaining above $1,000 would keep his positions “absolutely safe.”He added that he does not expect his buying activity to influence market direction, describing his approach as positioning rather than price-setting.Trend Research, backed by Jack Yi, has been one of the largest Digital Asset Companies (DATs) that has invested in Ethereum. Most recently, the firm borrowed $20 million USDT again and then put the money into Binance to buy 6,656 ETH, which were then sent to Aave (AAV). Trend Research owns 651,310 ETH, which is worth about $1.91 billion. Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-debate-new-scientist-labels-it-one-big-disaster/cmyEBKbR4Wh">Bitcoin Environmental Debate Intensifies After New Scientist Labels It ‘One Big Disaster’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Bitcoin Breaks Ahead, Ethereum Falls Behind: Ethereum Bull Explains Why

Bitcoin is at a cycle high while Ethereum is much below. Liquid Capital founder Jack Yi put this discrepancy down to macroeconomic conditions, not a flaw in Ethereum's fundamentals.

Is Ethereum Losing Ground Over Bitcoin? Ethereum Bull Shares Insight

<ul class="summary-bullets"><li>BlackRock CEO Larry Fink said at the World Economic Forum that tokenization could allow assets to move seamlessly between money market funds, equities, and bonds.</li><li>BlackRock Research said Ethereum underpins 65% of tokenized assets globally.</li><li>BlackRock described stablecoins as ‘tokenizations in action’, pointing to growing blockchain use beyond speculative crypto trading.</li></ul>Ethereum is gaining backing from the world's largest asset manager. At Davos, BlackRock (BLK) CEO Larry Fink framed blockchain-based finance as a way to cut costs and improve efficiency. And new BlackRock research shows Ethereum already underpins more than 65% of tokenized assets globally.Speaking at the World Economic Forum on Friday, CEO Fink framed tokenization as the next leg up for global financial markets. Fink believes that if there were a way for all investments to be tokenized on a platform, we could “move from a tokenized money market fund to equities and bonds and back and forth.”&nbsp;<blockquote>“I think the movement towards tokenization and decimalization is necessary. It's ironic that we see two emerging countries leading the world in decimals, in the tokenization and digitization of their currency. That's Brazil and India. I think we need to move very rapidly to doing that. We would be reducing fees.” Larry Fink, CEO of BlackRock</blockquote> Link further added,&nbsp;“So I would argue that, yes, we have more dependencies on maybe one blockchain, which we could all talk about. But that being said, those activities are probably processed and more secure than ever.” Fink’s assertion comes as BlackRock published research that indicates that the Ethereum blockchain already underpins 65% of tokenized assets.&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum (ETH)</a> was trading at $2,957.88, up 1.1% in the last 24 hours. On Stocktwits, retail sentiment around Ethereum remained in ‘bearish’ territory, as chatter levels remained at ‘normal’ over the past day.&nbsp;<h2 class="st-heading-2">Is Wall Street’s Tokenization Bet Converging On Ethereum?</h2>The <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.blackrock.com/us/financial-professionals/literature/presentation/2026-thematic-outlook-stamped.pdf">study titled</a> “Could Ethereum Represent the 'Toll Road’ to Tokenization?” BlackRock noted that the Ethereum blockchain could benefit structurally from tokenization.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/image_5_png_65da6eed78.webp" alt="image (5).png" width="1916" height="1078"><figcaption>BlackRock's new 2026 outlook for Ethereum.</figcaption></figure>BlackRock's analysis of real-world asset (RWA) data as of January 5, 2026, shows that while more than 65% of tokenized assets around the world are issued on Ethereum, the rest are made up of competing networks like Stellar (XLM), Polygon (MATIC), Solana (SOL), Avalanche, Arbitrum, and the XRP Ledger. None of these networks, however, comes close to Ethereum.BlackRock's framing doesn't just focus on issuing tokens; it also sees Ethereum as financial infrastructure, like a payments rail or settlement layer, where value grows not just from adoption but also from being embedded across issuance, trading, settling, and keeping records.<h2 class="st-heading-2">Tokenization In Practice</h2>The study also links Ethereum's position to the rise of stablecoins, which BlackRock calls "tokenization in action." Stablecoins are digital versions of real-world currencies that run on blockchain networks. They are often used as proof that tokenized assets can work at scale beyond just speculative crypto trading.BlackRock's data shows that stablecoin transactions are growing faster than spot crypto trades. This suggests that blockchain activity is slowly moving away from pure speculation toward practical uses such as payments, liquidity management, and transaction settlement.&nbsp;The report added that tokenized assets may have "a use-case outside of purely speculative crypto trading" and could move into markets such as private credit, structured products, and real-world assets, a point Larry Fink also emphasized at Davos. Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/wall-street-treasury-buyers-scoop-bitcoin-and-ethereum-new-study-finds/cmyPceYR4WE">Wall Street Treasury Buyers Scoop Up $49.7B Of Bitcoin And Ethereum, New Study Finds</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Blackrock’s Larry Fink Sees The Future Of Finance On A Blockchain – And It’s Not Bitcoin

With data indicating that Ethereum powers over 65% of tokenized assets, BlackRock's CEO, Larry Fink, praises the blockchain as "more secure than ever."

From Davos To DeFi: Blackrock Backs Ethereum As Tokenization Infrastructure

With data indicating that Ethereum powers over 65% of tokenized assets, BlackRock's CEO, Larry Fink, praises the blockchain as "more secure than ever."


<ul class="summary-bullets"><li>Injective Lab Head of Business Mirza said Farcaster never launched its long-anticipated “FAR” token, despite years of speculation.</li><li>Farcaster co-founder Dan Romero said the protocol is not shutting down and will transition to new leadership under Neynar.</li><li>Investors defended Romero, saying investor capital would be returned and disputing claims that Farcaster funds were used for personal purchases.</li></ul>Farcaster, once a promising crypto social platform, is under scrutiny after raising roughly $180 million without issuing its widely expected token. And now, slowing growth and allegations around the founder's spending have highlighted growing investor sensitivity to governance, transparency, and capital use in Web3.&nbsp;On&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/mirza/status/2014381988761776592?s=20">X,</a>&nbsp;Injective Lab Head of Business, Mirza, alleged on Wednesday that Farcaster never launched its long-anticipated “FAR” token, despite repeated speculation that a native token would eventually be issued.The post contrasted that outcome with reports that Dan Romero, the Farcaster founder, had purchased luxury properties in Los Angeles. This fuelled online backlash over priorities and accountability. Mirza said that “venture capital was converted into lifestyle prestige,” allegedly with investor money.<h2 class="st-heading-2">Farcaster’s Pivot After Slowing Growth</h2>Farcaster, a decentralised social media protocol built on Ethereum (ETH) blockchain’s Optimism network, positioned as an alternative to centralized platforms, gained rapid attention during the 2021-2022 crypto bull cycle. However, growth slowed over time, and the protocol reached about 250,000 monthly active users by the end of last year.&nbsp;On Tuesday, Romero&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/dwr/status/2014045233189888483">announced</a> that Farcaster’s founding team, including himself and Varun Srinivasan, would be stepping down from day-to-day operations at the company.&nbsp;<figure class="image image_resized"><a class="st-link-external" href="https://x.com/dwr/status/2014045233189888483?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_23_at_5_21_02_AM_png_b3197fa8b5.webp" alt="Screenshot 2026-01-23 at 5.21.02 AM.png" width="1066" height="1206"></a><figcaption>Dan Romero on Neynar buying Farcaster. | Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/dwr">dwr</a>/X</figcaption></figure><h2 class="st-heading-2">The $FAR Token That Never Launched</h2>A central point of criticism in Mirza's argument was the absence of a Farcaster token ($FAR), despite years of speculation in the crypto community that it would launch soon. Mirza argued that token expectations helped sustain investor interest and valuations, even though the “token” never came.Romero did not directly address expectations for the token launch. However, he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/dwr/status/2014469533210456166">said</a> that the company planned to return the full $180 million raised through Merkle to investors and emphasised that “over the last five years, [Farcaster] tried to be a good steward of investor capital.”<h2 class="st-heading-2">What Investors Are Saying</h2>Prominent crypto investor Balaji Srinivasan defended Romero,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/balajis/status/2014473965209800814">saying</a> on X that money would be returned to investors and calling&nbsp;Farcaster&nbsp;"perhaps the best decentralized social protocol." Srinivasan added that Romero was already independently wealthy from his years at Coinbase and chose to spend his time working on decentralization.<figure class="image image_resized"><a class="st-link-external" href="https://x.com/balajis/status/2014473965209800814?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_23_at_5_19_03_AM_png_845722d470.webp" alt="Screenshot 2026-01-23 at 5.19.03 AM.png" width="1086" height="900"></a><figcaption>Srinivasan Balaji confirms that Farcaster would return investors' money. | Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/balajis">balajis</a>/X</figcaption></figure>Romero also addressed personal financial claims, stating that his home was purchased with proceeds from the Coinbase IPO, not with investor capital at Farcaster.<h2 class="st-heading-2">Leadership Change: Neynar Takes Over Farcaster</h2>Under the transition, Neynar will take&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/i/trending/2014029769306673595">ownership</a> of Farcaster’s core infrastructure and run the protocol going forward. According to Romero, this would give the company a more developer-focused direction.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-weak-gold-japan-bond-move/cmybCnbR4X6">Why Japan’s Bond Moves Matter More Than Crypto Sentiment For Investors Now</a> For updates and corrections, email newsroom[at]stocktwits[dot]com.

Crypto Social Protocol Farcaster Founder Faces Allegations Over LA Property Purchase – But Never Went $FAR With A Token

A social media protocol built on Ethereum is under fire from investors and the crypto community after its owner raised $180 million, now at the centre of claims over how the capital was used.

Farcaster Owner Allegedly Bought LA Property With Investors Money, But Couldn’t Go Too $FAR

<ul class="summary-bullets"><li>François revealed on X that Chainlink is not excluded from the launch, noting that large infrastructure tools usually experience a gradual adoption process.</li><li>The New York Stock Exchange (NYSE) is developing a tokenized securities platform enabling 24/7 equities and ETF trading.</li><li>Intercontinental Exchange (ICE) partners with banks for tokenized deposits; regulators must approve the shift.</li></ul>The New York Stock Exchange’s (NYSE) move towards a tokenized, 24/7 trading platform has sparked chatter about which blockchain infrastructure providers will power on-chain markets. And according to crypto analyst Quinten François, Chainlink (LINK) had not been left out after the launch of the NYSE’s platform.In a post&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/QuintenFrancois/status/2013502071043965359?s=20">on X</a>, François stated that Chainlink is not excluded from the launch, noting that large infrastructure tools tend to be adopted slowly&nbsp;and scaled once adoption becomes visible.Many investors, he added, are addicted to short-term price performance and overlook the fact that projects like Chainlink tend to play out over years, not days. He cautioned investors to differentiate between technological progress and speculative expectations.<blockquote>"Some people care about the tech, and get excited about projects like Chainlink who are changing the financial world how we know it. Yes I’m invested in their token too, but it’s not because it disappoints me that I’m not excited anymore about what they are actually building."</blockquote><figure class="image image_resized"><a class="st-link-external" href="https://x.com/QuintenFrancois/status/2013502071043965359?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_20_at_7_40_09_AM_png_ec5b6967b3.webp" alt="Screenshot 2026-01-20 at 7.40.09 AM.png" width="774" height="844"></a><figcaption>Quinten on Chainlink. Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/QuintenFrancois">QuintenFrancois</a>/x</figcaption></figure><a href="https://stocktwits.com/coins/chainlink">Chainlink (LINK)</a> was trading at $12.52, down 1.7% in the last 24 hours. On Stocktwits, retail sentiment around Chainlink dropped from ‘bullish’ to ‘neutral’ territory, accompanied by ‘normal’ chatter levels over the past day.&nbsp;<h2 class="st-heading-2">NYSE Wants 24/7 Stock And ETF On-Chain Trading</h2>The New York Stock Exchange (NYSE)&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://ir.theice.com/press/news-details/2026/The-New-York-Stock-Exchange-Develops-Tokenized-Securities-Platform/default.aspx">announced</a> on Monday that the platform would support 24/7 trading, fractional and dollar-sized orders, and near-instant settlements using tokenized capital. The system would combine the exchange’s Pillar matching engine and blockchain-based post-trade infrastructure capable of supporting multiple settlement and custody chains.According to the exchange, tokenized shares would be convertible into traditionally issued securities and would carry the same economic and governance rights, including dividends and shareholder voting rights. Distribution would follow existing market structure rules, with access provided to qualified broker-dealers.The initiative forms part of Intercontinental Exchange’s (ICE) wider push toward always-on market infrastructure. ICE said it is working with banks, including the&nbsp;<a href="https://stocktwits.com/symbol/BK">Bank of New York Mellon Corporation (BK)</a> and Citi, to support tokenized deposits across its clearinghouses, enabling funding, margin, and liquidity management outside traditional banking hours.<h2 class="st-heading-2">Why Tokenization Is Moving Into Market Infrastructure</h2>In a post on&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/sytaylor/status/2013248790988214418">X</a>, Fintech Executive Simon Taylor said NYSE’s move highlights the emergence of “two parallel systems”: traditional market hours and settlement rails alongside a new on-chain, 24/7 infrastructure, rather than merely experimenting with tokenization.The announcement follows the U.S. transition to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/newsroom/press-releases/2023-29">T+1 settlement</a> in 2024 and comes amid similar tokenization efforts by market infrastructure providers and asset managers. This signals the growing institutional interest in blockchain-based trading and settlement without abandoning regulatory guardrails.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/is-bitcoin-repeating-2022-playbook-one-whale-says-the-comparison-is-absolutely-unprofessional/cmUuSyOR4ah">Is Bitcoin Repeating 2022 Playbook? One Whale Says The Comparison Is ‘Absolutely Unprofessional’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tokenized Trading Is Coming To NYSE And Chainlink’s Role May Take Time To Surface, Analyst Says

NYSE plans a blockchain platform for tokenized stocks and ETFs, enabling 24/7 trading and near-instant settlement pending approval.

<ul class="summary-bullets"><li>Ethereum’s official X account on Monday pointed out that institutional adoption of its Blockchain had accelerated, citing tokenized payments and settlement products launched by JPMorgan Chase &amp; Co., other major firms.</li><li>JP Morgan moved the token as a deposit product on Base and Ethereum’s layer-2 networks.</li><li>According to BitMine Chairman Tom Lee, Ethereum co-founder Vitalik Buterin isn’t too gung-ho about institutional adoption.&nbsp;</li></ul>Ethereum’s official account stated on Monday that institutional adoption of its layer-2 blockchain has accelerated in recent months.On&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/ethereum/status/2013313143728992700">X</a>, the official Ethereum account said that global banks and financial institutions are increasingly building on Ethereum (ETH), listing firms such as JP Morgan, Fidelity, American Express, and Google that have recently started using blockchain for payments, funds, and tokenized assets.&nbsp;<figure class="image image_resized"><a class="st-link-external" href="https://x.com/ethereum/status/2013313143728992700?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_20_at_4_26_21_AM_png_2ca77ede5e.webp" alt="Screenshot 2026-01-20 at 4.26.21 AM.png" width="794" height="1198"></a><figcaption>Ethereum on institutional adoption. | Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/ethereum">ethereum</a>/X</figcaption></figure>The institutional adoption of Ethereum has not&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/ethereum-co-founder-vitalik-vows-to-take-back-lost-ground-in-2026/cmUVDHdR492">appeared to concern</a> the co-founder, Vitalik Buterin. BitMine CEOTom Lee said at the 2026 Annual Shareholder Meeting on Friday that although Buterin has avoided endorsing individual companies, he is not opposed to large financial firms building on Ethereum, saying that big financial giants developing tokenization infrastructure on Ethereum “does not make Vitalik unhappy.”&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum (ETH)</a> was trading at $3,124, down 2.1% over the past 24 hours. On Stocktwits, retail sentiment around Ethereum dropped from ‘neutral’ to ‘bearish’ territory, as chatter levels dropped from ‘high’ to ‘normal’ over the past day.&nbsp;<h2>JP Morgan And American Express Launch Ethereum-Based Products</h2>JP Morgan&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.jpmorgan.com/kinexys/digital-payments/jpm-coin#:~:text=JPM%20Coin%20provides%20our%20institutional%20clients%20the,24/7/365%20cross%2Dborder%20settlement%20and%20streamlined%20transaction%20processing.">expanded</a> its Blockchain activity by moving its tokenised deposit product, JPM coin (JPMD), onto the Base and Ethereum layer-2 networks in November last year. The product is designed to support faster payments, collateral movement, and settlement for institutional clients on a public blockchain.&nbsp;According to the post from Ethereum’s official account, this transition would “meet demand from JP Morgan's institutional clients for payments, collateral, and margin settlement on public infrastructure.”Similarly, American Express&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.americanexpress.com/en-us/newsroom/articles/travel-and-dining/american-express-launches-all-in-one-travel-app-and-digital-tool.html">launched</a> Amex Passport, a digital travel feature that allows cardholders to create blockchain travel records, in late September last year. The stamps are non-transferable and designed to record the user's travel activity. Ethereum said that travel stamps are submitted as NFTs on Base, a blockchain developed by Coinbase (COIN), and Ethereum’s layer-2 network.In response to the institutional adoption of Ethereum across banks and big tech companies, a YouTube crypto influencer, Crypto Rover, said in December that “Ethereum is becoming the world’s neutral settlement layer and 2026 would be huge for Ethereum.” Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/silver-rallies-bitcoin-losing-digital-gold-narrative/cmUuOgSR496">Silver Outperforms Bitcoin Amid Trade Tensions – Fueling Fresh Market Divide</a> For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration of the ethereum cryptocurrency 'altcoin' sits arranged for a photograph on April 25, 2018 in London, England. (Photo by Jack Taylor/Getty Images)

Ethereum Co-Founder ‘Not Unhappy’ As JPMorgan, AmEx And Big Tech Build On The Network

Ethereum signals that institutional L2 adoption is accelerating as banks build tokenization rails.

Wall Street Is Building On Ethereum – And Its Co-Founder Vitalik Isn’t Complaining

Ethereum signals that institutional L2 adoption is accelerating as banks build tokenization rails.


<ul class="summary-bullets"><li>Vitalik Buterin stated that Ethereum aims to regain its position on self-sovereignty and trustlessness by 2026.</li><li>Buterin said he wants to decrease dependence on centralized RPC providers to enable data verification independently by users.</li><li>BitMine CEO Tom Lee said Buterin isn't concerned about BitMine's Ethereum stack.</li></ul>Ethereum co-founder Vitalik Buterin stated that by 2026 ethereum will “take back lost ground” On self sovereignty and trustlessness, noting that he does not want to see Ethereum compromising on decentralisation in the name of adoption.&nbsp; In a post&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/VitalikButerin/status/2012231445809435134?s=20">on X</a>, Buterin mentioned prioritising cheaper trust, less validation, better wallet security and recovery, and more privacy for payments while cutting back reliance on RPC providers. This will allow people to verify data themselves and allow Ethereum to be less reliant on centralised infrastructure.&nbsp;<blockquote>“Every compromise of values that Ethereum has made up to this point - every moment where you might have been thinking, is it really worth diluting ourselves so much in the name of mainstream adoption - we are making that compromise no longer.”&nbsp;</blockquote><a href="https://stocktwits.com/coins/ethereum">Ethereum (ETH)</a> was trading at $3,294.95, flat in the last 24 hours. On Stocktwits, retail sentiment around Ethereum remained in ‘normal’ territory, as chatter remained at ‘normal’ levels over the past day.<figure class="image"><a class="st-link-external" href="https://x.com/VitalikButerin/status/2012231445809435134?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_17_at_4_10_39_AM_png_81c51f2329.webp" alt="Screenshot 2026-01-17 at 4.10.39 AM.png" width="201" height="490"></a><figcaption>Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/VitalikButerin">VitalikButerin</a>/X</figcaption></figure>The remarks coincide with BitMine Immersion Technologies (BMNR) pitching a larger commercial exposure on Ethereum. At the BitMine 2026 Annual Meeting on Friday, Chairman Tom Lee referred to BitMine as the largest holder of Ethereum and mentioned that MAVAN (Made in America Validator Network), its commercial staking subsidiary, is scheduled to go live in early 2026. Lee described MAVAN as a staking platform that would start by staking BitMine’s ETH and then move on to stake other proof-of-stake tokens.<h2 class="st-heading-2">Tom Lee Says Vitalik Won’t Pick Winners</h2>Lee also weighed in on what Buterin makes of BitMine’s foray into Ethereum staking and infrastructure, saying he’s gotten a measured, non-committal response from the Ethereum co-founder. “Vitalik is very diplomatic, because he doesn’t want to bless winners and losers,” said Lee, adding that Buterin is more focused on Ethereum’s long-term growth. “He doesn’t necessarily believe Ethereum is created to become the next monetary system.”Lee further discussed that even though Buterin avoids endorsing any company, the fact that big banks like JP Morgan, BlackRock, and Robinhood have built their tokenization infrastructure on Ethereum “does not make Vitalik unhappy”.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/94-year-old-fast-food-chain-buys-10-m-in-bitcoin-as-volatility-hits-record-low/cmUVvRcR49T">94-Year-Old Fast Food Chain Buys $10M In Bitcoin As Volatility Hits Record Low</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Ethereum Co-founder Vitalik Vows To ‘Take Back Lost Ground’ In 2026 

Vitalik Buterin said on X that Ethereum is done compromising its values for mainstream adoption and will refocus on trustlessness and autonomy.

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25 bps cut

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The Fed announces its rate decision this Wednesday.

Markets are pricing in a ~99% chance of no change at this week’s Fed decision, according to prediction markets. $SPY $QQQ 

FOMC on Wednesday, what do you think the Fed will decide?

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