Core Viewpoint - Morgan Creek Capital CEO Mark Yusko warns that President Trump has a different agenda regarding cryptocurrency, focusing on preserving dollar dominance, and predicts Bitcoin will bottom around $58,000-$63,000 in September [1][2]. Group 1: Trump's Agenda and Crypto - Yusko asserts that Trump is not a friend to the crypto community, indicating that his agenda is contrary to the interests of cryptocurrency [2]. - He claims that Treasury Secretary Scott Bessent and others are involved in clandestine efforts with Cantor Fitzgerald and Tether to maintain dollar hegemony and counter China's ambitions for the yuan to become the world reserve currency [2]. Group 2: Bitcoin Market Analysis - Yusko believes the four-year Bitcoin cycle remains intact, with the next trough expected around September 30-October 1, 2023 [3][4]. - Technical analysis suggests Bitcoin could fall to $58,000-$63,000, with previous cycles showing declines of 84% and 75% from peaks [4]. - Bitcoin's recent peak was $126,000, which is only 35% above its fair value of around $90,000, indicating less potential upside and downside compared to previous cycles [4]. Group 3: Fair Value and Market Dynamics - Yusko's Metcalfe's Law model estimates Bitcoin's current fair value at $81,000, down from $90,000 due to hash rate shutdowns and declining transaction volumes [5]. - Yusko discusses how commodity futures can suppress Bitcoin prices, explaining that institutions may buy Bitcoin ETFs while shorting futures to maintain market neutrality [6].

RT Cowboy.X (@cowboycrypto313)👀👀👀👀👀👀👀4/23/2021 - FBI document alleging Howard Lutnick and Cantor Fitzgerald acting in money laundering scheme linking JPMorgan and Russian Hedge Funds.“documented proof showing money laundering and Ponzi schemes by Lutnick via offshore shell companies, liquid funding, and real estate brokerage firms. (Redacted name) is using a "global Ponzi share" scheme involving over 3,500 BGC employees who are forced to contribute 10% of their earnings into the scheme.”It goes on to say ho ...

Analysts from JPMorgan, Cantor Fitzgerald, and Citi remain bullish on Coinbase, but have all cut their price targets as Bitcoin dives deeper. https://t.co/5DtPoce1Up ...

Core Viewpoint - Coinbase's valuation metrics suggest it may be undervalued compared to peers, with a forward P/E of mid-teens and price/sales ratio of 6×, both significantly lower than industry averages [1] Company Overview - Coinbase Global, with a market cap of $43 billion, is the largest U.S. cryptocurrency exchange, providing a platform for trading, staking, and custody of digital assets [3] - The company serves both retail and institutional clients, boasting millions of verified users and trillions of dollars in assets on its platform [3] Recent Performance - COIN stock experienced a significant rally last year, peaking near $445 in mid-July before declining to the mid-$200s by year-end [2] - The stock has recently traded around $160-$165, reflecting a 32% drop in January due to broader crypto market weakness [2][5] Upcoming Earnings - Coinbase is set to release its Q4 2025 results on February 12, which is anticipated to be a critical event for investors [4][6] - Analysts expect Q4 revenue to be approximately $1.84 billion, down about 20% year-over-year, with EPS estimates around $0.99, significantly lower than the previous year's $3.50 [6] Guidance and Expectations - Management has guided for subscription and services revenue of $710 to $790 million for Q4, indicating a slight increase from Q3 [7] - Analysts are closely monitoring management's tone and guidance during the earnings call, as any signs of demand softening could negatively impact the stock [7] New Initiatives - Coinbase has launched new offerings, including a stock-trading service and a prediction-markets platform, aiming to enhance user engagement and diversify revenue sources [9][10] - The company is also acquiring The Clearing Company, marking its 10th acquisition in the year, which is part of its strategy to broaden its service offerings [10] Analyst Sentiment - Wall Street's consensus on Coinbase is a "Moderate Buy," with a 12-month target averaging around $337, suggesting over 100% upside potential from current levels [12] - Analysts have varying price targets, with Goldman Sachs raising its target to $310, while Cantor Fitzgerald and Mizuho have set lower targets due to anticipated 2025 weakness [12][13] Market Trends - Analysts emphasize the importance of Coinbase's new initiatives in driving user engagement, which could help stabilize its valuation amid volatile crypto trading [14][15] - The company's future performance is closely tied to cryptocurrency market trends, with the upcoming earnings call seen as a pivotal moment for its stock [15]

Core Viewpoint - After a panic sell-off, Bitcoin is showing signs of a potential bottoming out and rebound, supported by "whale" investors buying at lower prices, although the overall demand remains narrow [1][2][9] Group 1: Market Analysis - Bitcoin is currently hovering around $69,000, with analysts suggesting it may be nearing a bottom after a significant sell-off [1] - The recent market pressure is attributed to speculative trading and the clearing of leveraged positions, which may set the stage for a constructive rebound [1][4] - A record $10 billion in realized losses were locked in by investors during the recent sell-off, marking the second-highest loss record since June 2022 [2] Group 2: Whale Activity - "Whale" wallets, holding over 1,000 Bitcoins, have accumulated approximately 53,000 Bitcoins in the past week, indicating a potential stabilization in price [2][6] - Despite this accumulation, the overall trend suggests that many large holders have been net sellers over the past year, with over 170,000 Bitcoins (valued at about $11 billion) flowing out of these wallets since mid-December [6][7] Group 3: Future Outlook - Analysts from Cantor Fitzgerald express confidence in a short-term rebound for Bitcoin, citing a significant clean-up of speculative positions and a supportive macro environment [4][5] - The future trajectory of Bitcoin is expected to be characterized by a "bottoming-out" phase followed by a gradual recovery, rather than an immediate V-shaped reversal [9][10] - The key to a sustained rebound will depend on the return of demand and liquidity, with analysts emphasizing the need for broader participation from various types of investors [10]

Core Viewpoint - Bitcoin (BTC-USD) is currently hovering around $69,000, with analysts suggesting it may be nearing a bottom after recent sell-offs, potentially setting the stage for a short-term rebound and a more constructive upward trajectory in the future [1][7]. Group 1: Market Dynamics - Recent market sell-off pressures are attributed to speculative activities and the unwinding of leveraged positions, which may lay the groundwork for a short-term recovery in Bitcoin prices [1][7]. - The "Bitcoin whales," or wallets holding over 1,000 BTC, have started to accumulate Bitcoin again, with reports indicating an increase of approximately 53,000 BTC in a week, which could help stabilize prices [2][10]. - Despite the accumulation by whales, the overall demand remains narrow, raising questions about whether this behavior signifies a return of bullish sentiment or merely a damage control strategy [2][10]. Group 2: Analyst Insights - Analysts from Compass Point believe the cryptocurrency market is in a bottoming phase following a record level of panic selling, with realized losses reaching around $10 billion, the second-highest since June 2022 [2][3]. - Cantor Fitzgerald's analysts express confidence in a potential short-term rebound, suggesting that the recent sell-off has cleared out excess speculative positions, making the market cleaner for future price stability [8][9]. - Bernstein's analysts argue that the current bearish sentiment for Bitcoin is at its weakest historically, predicting a return to all-time highs, with a target price of $150,000 by year-end [6]. Group 3: Future Outlook - The short-term probability of a rebound in Bitcoin prices is increasing, but the medium-term trend requires significant new capital inflows to validate any upward movement [13][15]. - Factors such as the end of quantitative tightening, expansion of the Federal Reserve's balance sheet, and potential capital rotation from other markets could provide liquidity support for Bitcoin [9][14]. - The overall sentiment indicates that while a short-term rebound is likely, the market is still in a verification phase, needing broader participation and consistent inflows from institutional investors to sustain any upward momentum [15].

Core Viewpoint - Bitcoin (BTC-USD) is currently hovering around $69,000, with analysts suggesting it may be nearing a bottom after recent sell-offs, potentially setting the stage for a short-term rebound and a more constructive upward trajectory in the future [1][7]. Group 1: Market Sentiment and Analysis - A senior analyst from Compass Point believes the cryptocurrency market is in a bottoming phase following a record panic sell-off, with realized losses reaching approximately $10 billion, the second-highest since June 2022 [2][3]. - Cantor Fitzgerald indicates that the recent market pressure may have laid the groundwork for a short-term rebound, suggesting that the current price action resembles a "washout" rather than the beginning of a long-term decline [8][9]. - The significant sell-off has led to a liquidity crisis in the cryptocurrency market, with Bitcoin's value dropping about 45% from its all-time high of over $126,000 in October [3]. Group 2: Whale Activity and Market Dynamics - "Bitcoin whales," or large holders, have reportedly accumulated approximately 53,000 BTC over the past week, which has helped stabilize prices despite a broader trend of net selling among large holders [10][11]. - Despite the recent accumulation by whales, the overall demand remains narrow, leading analysts to question whether this activity signifies a return of bullish sentiment or merely a damage control measure [10][12]. - The market's current dynamics suggest that while there is potential for a short-term rebound, the long-term upward trend will require significant new demand and liquidity to validate [13][15]. Group 3: Future Outlook and Conditions - Analysts emphasize that the next phase of Bitcoin's price movement will depend on the return of new demand and liquidity, with macroeconomic factors such as potential easing from the Federal Reserve playing a crucial role [9][14]. - The overall sentiment indicates that while the probability of a short-term rebound is increasing, the mid-term trend remains in a "proof of concept" phase, requiring broader participation and sustained inflows from institutional investors [15].

RT Chris Doerfler (@cmdoerfler)@WSJ Howard's sister Edie Lutnick (Cantor Fitzgerald ) worked alongside Ghislaine Maxwell from 2012-19 in the Epstein funded faux environmental 501c entity, Terramar. strangely enough Terramar had a US entity (Ghislaine signature) and an opaque Terramar UK entity -(Reform perhaps?) https://t.co/d1QnEciKqK ...

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. Chapters: 00:04:19 - Marvin Loh, State Street 00:15:58 - Terry Haines, Pangaea Policy 00:29:34 - Frances Donald, RBC 00:38:50 - Meghan Robson, BNP Paribas 00:52:08 - Eric Johnston, Cantor Fitzgerald 01:06:42 - Jon Lieber, Eurasia Group 01:17:44 - Mike Pyle, BlackRock 01:28:16 - Matthew Mish ...

Core Viewpoint - Equity Residential (EQR) is a leading real estate investment trust (REIT) focused on high-quality apartment properties in urban and high-density suburban areas, primarily in major coastal cities, competing with other large REITs like AvalonBay Communities and Essex Property Trust [1] Group 1: Company Performance - In 2025, EQR faced challenges due to uneven demand and increased new supply in certain markets, but remains optimistic about 2026, anticipating a decrease in competitive deliveries and aiming to maintain high portfolio occupancy [3][6] - EQR's same-store net operating income (NOI) for 2025 aligned with initial guidance, with strong rental growth in coastal markets, particularly in San Francisco and New York, despite midyear revenue momentum slowing due to policy and geopolitical uncertainties [4][6] Group 2: Stock Performance and Analyst Ratings - On February 9, 2026, Cantor Fitzgerald adjusted its rating for EQR to Neutral, maintaining a hold action, while raising the price target from $61 to $64, indicating cautious optimism about the company's future performance [2][6] - As of the latest update, EQR's stock price is $63.89, reflecting a 3.43% increase, with a market capitalization of approximately $24.31 billion and a trading volume of 3,794,591 shares [5]