Solana (CRYPTO: SOL) is all set for a 10% rebound after Coinbase Global Inc. (NASDAQ:COIN) announced a major upgrade allowing users to trade all Solana-based tokens through a decentralized exchange interface inside the Coinbase app.Coinbase Expands Access To Solana's Token EcosystemSpeaking at Solana's Breakpoint 2025 conference in Abu Dhabi, Coinbase detailed a new system that lets users buy and sell any asset issued on Solana directly through DEX rails without requiring an official exchange listing. The c ...

Kalshi and Crypto.com said on Thursday they had launched a national alliance of prediction market operators that includes cryptocurrency exchange Coinbase , retail trading platform Robinhood and sports gaming operator Underdog. ...

this is deceivingly massivesolana has the largest selection of internet markets on earthcoinbase users will now be able to access them nativelyeverything is about to get more liquidbig shout out to @s4bs94Solana (@solana):Every Solana token will be available instantly to trade by 100 million users on @coinbase.Solana is the new standard. https://t.co/RGG9EZqHHu ...

JUST IN: @Coinbase to enable trading for all tokens on @Solana. https://t.co/K3QnAmxoP1 ...

Coinbase Strategy - Coinbase will enable DEX trading for all Solana tokens [1] - No listings are needed for Solana tokens to be traded on Coinbase DEX [1]

Every Solana token will be available instantly to trade by 100 million users on @coinbase.Solana is the new standard. https://t.co/RGG9EZqHHu ...

Core Insights - Gemini Space Station, Inc. has received regulatory approval for its subsidiary, Gemini Titan, to offer prediction markets to U.S. customers, marking a significant milestone in the company's operations [1][2]. Group 1: Regulatory Approval - Gemini Titan has been granted a Designated Contract Market license by the Commodity Futures Trading Commission, allowing U.S. customers to trade event contracts on its platform [2]. - The initial offerings will include simple "Yes" or "No" questions regarding future events [2]. Group 2: Company Statements and Market Context - CEO Tyler Winklevoss expressed that the approval concludes a five-year licensing process and opens a new chapter for Gemini, highlighting the supportive regulatory environment for crypto and innovation [3]. - The approval comes at a time of increasing interest in prediction marketplaces, with competitors like Polymarket and Kalshi also gaining traction in the market [3][4]. Group 3: Market Dynamics and Competitors - Polymarket has resumed operations in the U.S. after regulatory challenges, and is reportedly in talks to raise funds at a valuation between $12 billion and $15 billion [4]. - Kalshi, another federally regulated competitor, has seen its valuation rise to $11 billion following a significant funding round [4]. - Together, Polymarket and Kalshi dominate over 90% of the prediction market industry, although they face legal challenges regarding sports event contracts [5]. Group 4: Stock Performance - Following the announcement, Gemini shares experienced a 13.73% increase in after-hours trading, despite a 0.70% decline during the regular trading session [5].

Core Viewpoint - Leading cryptocurrencies experienced a decline in value following Federal Reserve Chair Jerome Powell's comments, which dampened expectations for rate cuts in 2026 [1] Cryptocurrency Market Performance - Bitcoin decreased by 1.14% to $91,244.67, while Ethereum fell by 1.39% to $3,310.83. XRP and Solana saw declines of 3.09% and 2.65%, respectively, and Dogecoin dropped by 4.03% to $0.1409 [2] - Bitcoin reached an intraday high of $94,477.16 but fell back to the $91,000 range by late evening. Ethereum also retreated from $3,436 to $3,260 overnight [3] Cryptocurrency-Linked Stocks - Shares of cryptocurrency-related companies such as Strategy Inc. and Coinbase Global Inc. closed down by 2.30% and 0.82%, respectively, during the trading session [4] Liquidation and Open Interest - Cryptocurrency liquidations totaled $390 million in the last 24 hours, with $255 million coming from long positions. Bitcoin's open interest decreased by 0.10%, and since its all-time high on October 7, it has collapsed by 38% [5] - Over 60% of Binance traders with open BTC positions remained long, according to the Long/Short Ratio [6] Market Capitalization - The global cryptocurrency market capitalization was recorded at $3.14 trillion, reflecting a modest decline of 0.68% over the last 24 hours [7] Federal Reserve Impact - The Federal Reserve cut the federal funds rate by 25 basis points to a range of 3.50–3.75%, citing cooling labor conditions and moderating inflation. However, Powell indicated that a rate hike is not the base case for most policymakers [8][9] Analyst Insights - Analysts suggest that Bitcoin needs to hold above the crucial support level of $91,800 to potentially rally towards $100,000. Ethereum's key support is identified at $2,770 [10][11]

Core Insights - Anthony Scaramucci, founder of SkyBridge Capital, praised Michael Saylor, Chairman of Strategy Inc. (NASDAQ:MSTR), as the "smartest person" in the cryptocurrency sector [1][2] - Scaramucci expressed strong support for Saylor's Bitcoin strategy, which includes enhancing Strategy's balance sheet through strategic Bitcoin purchases and equity sales [2][3] - Despite Scaramucci's endorsement, there is criticism from Bitcoin skeptic Peter Schiff regarding Saylor's aggressive Bitcoin acquisition strategy [3] Company Performance - Strategy Inc. (MSTR) is currently facing challenges, with its market value at $55.54 billion, which is lower than its Bitcoin holdings valued at $59.66 billion [4] - The stock has experienced a significant decline, losing over 50% of its value in the past six months [4] - As of the latest data, MSTR shares fell 1.49% in after-hours trading to $181.89, following a 2.30% drop during regular trading [4] Growth Metrics - MSTR has shown a very low growth score, indicating weak historical expansion in earnings and revenue compared to other cryptocurrency-related stocks [5]

Summary of Key Points from the Conference Call on Agentic Commerce Industry Overview - The discussion centers around the evolution of commerce driven by AI agents, termed "Agentic Commerce," which is expected to transform payment and retail sectors significantly [2][24]. Core Insights and Arguments - **Historical Context**: The evolution of retail from department stores to eCommerce and now to AI-driven commerce is highlighted, indicating a significant shift in how consumers interact with products and services [2]. - **Current State of AI in Commerce**: While a growing number of consumers are using AI tools for product searches, the impact on actual commerce remains minimal, with AI chatbots contributing to only a small fraction of total web traffic [3][30]. - **Future of AI Agents**: The potential for AI agents to autonomously plan and execute tasks on behalf of consumers is discussed, which could lead to a more personalized shopping experience [4][5][44]. - **Impact on Payments**: The rise of AI agents is expected to change payment methods, with traditional card networks likely emerging as winners due to their established trust and governance frameworks [9][10][68]. - **Consumer Behavior**: The shift in consumer behavior towards AI-driven shopping experiences is anticipated to take time, with incremental changes being observed in the near term [7][16]. Important Data and Statistics - **Consumer Usage of AI**: Approximately 47% of consumers in the U.S. have used AI for shopping-related tasks, with the most common use cases being finding gift ideas (21%) and conducting product research (16%) [26][30]. - **Market Potential**: McKinsey estimates that orchestrated revenue from Agentic Commerce within B2C retail could reach $1 trillion by 2030 in the U.S., with a global potential of $3 to $5 trillion [28][29]. Risks and Challenges - **Trust and Governance**: The need for robust governance frameworks and trust in AI agents is emphasized, as these agents will handle sensitive transactions and consumer data [9][68]. - **Disintermediation Risks**: Concerns about disintermediation in eCommerce marketplaces are raised, particularly if consumers begin their shopping journeys on third-party AI platforms [16][60]. - **Fragmentation of Protocols**: The current landscape is characterized by fragmentation and experimentation with various protocols for agent communication and payments, which could complicate the adoption of Agentic Commerce [48][69]. Merchant Responses and Developments - **Cautious Adoption**: Merchants are approaching the integration of AI agents with caution, balancing the potential for increased traffic against risks related to brand recognition and data control [60]. - **Innovative Integrations**: Companies like Etsy and eBay are actively integrating AI capabilities to enhance consumer experiences, while Amazon is taking a more protective stance against external AI agents [61][66]. Conclusion - The transition to Agentic Commerce represents a significant paradigm shift in how consumers shop and how payments are processed, with implications for both traditional and new-age payment networks. The evolution of AI agents will require careful navigation of trust, governance, and consumer behavior dynamics as the industry adapts to these changes [46][70].