MEXC Digest #14: Crypto Winter Lingers, But Is the Thaw Starting?Catch this week’s key narratives, charts, and trends, all in one scroll.👉 Read now: https://t.co/wiwv8JUjQx https://t.co/9Ji4Qe7sHK ...

Bitwise CIO says DeFi could lead market out of crypto winter as Strategy's Saylor predicts bitcoin recovery https://t.co/uL0SrRiA0g ...

Core Viewpoint - Bitcoin has been trading in a narrow range between $62,000 and $70,000, significantly lower than its all-time high of $126,000 reached on October 6th. Despite this, one company, Strategy, continues to invest heavily in Bitcoin, holding approximately 717,131 Bitcoin, while its stock has declined by about 63% since October [1][2][3]. Company Overview - Strategy has made its 99th Bitcoin purchase, acquiring an additional 2,486 Bitcoin for $168.4 million [3][4]. - The company's average acquisition price for Bitcoin is around $76,000, which is above current market levels, leading to unrealized losses [7][8]. - The company has raised $55 billion in capital, with only $8 billion being debt, allowing it to maintain a strong balance sheet despite Bitcoin's price fluctuations [10][9]. Market Conditions - The current market is described as a "crypto winter," but it is expected to be milder and shorter than previous downturns, with a potential recovery in the future [4][5]. - The banking sector is more supportive of Bitcoin now than in previous years, with significant advancements in digital asset infrastructure [5][6]. Investment Strategy - Strategy plans to continue purchasing Bitcoin regularly, regardless of short-term price movements, indicating a long-term investment approach [11][12]. - The company has sufficient capital to sustain operations for the next 50 to 60 years, allowing it to weather market downturns without immediate pressure [13][15]. Financial Instruments - Strategy has introduced a digital credit instrument, STRC, which offers an 11% dividend yield to shareholders, backed by its Bitcoin holdings [17][19]. - The company expects Bitcoin to appreciate more than 20% annually, enabling it to provide substantial returns to both credit and equity investors [19][20]. Future Outlook - Bitcoin is viewed as a superior asset compared to gold, with its price driven by various factors including scarcity, digital transformation of finance, and global property appeal [25][26]. - The company believes that holding Bitcoin will outperform traditional investments like the S&P 500 over a four-year cycle [16].

This story was originally published on CFO Dive. To receive daily news and insights, subscribe to our free daily CFO Dive newsletter. Dive Brief: Crypto exchange Gemini Space Station announced Tuesday it is “parting ways” with its CFO Dan Chen, COO Marshall Beard, and CLO Tyler Meade, effective Tuesday, and expects to enter into separation agreements with “potential eligibility” for a “limited period of time” for the executives to provide additional transition services, according to a Tuesday securities ...

XRP has dropped by 25% so far in 2026.Less than two months into 2026, growth investors have been hard-pressed on where to make money. Certain pockets of the artificial intelligence (AI) realm, such as software stocks, are getting clobbered while speculative opportunities in cryptocurrency are plummeting. So far this year, XRP (XRP 5.13%) has cratered by 25%. Could XRP's sell-off be an opportunity to buy the dip, or is the token headed even further south?Why is crypto crashing?One of the interesting aspects ...

Bitcoin's massive slump from a record price above $126,000 last October has darkened sentiment across the crypto landscape. Faith has been shaken in a trade that was viewed as a digital rival to gold as a store of value, and by some others as a risk-on asset that would continue to boom alongside a crypto-friendly Trump administration. Since the all-time high price last October, bitcoin has lost almost half its value and its inability to bounce back in trading is increasing fears about another "crypto winter ...

RT Farokh 🇮🇷 (@farokh)Sat down with Tom Lee (@fundstrat) during Consensus in Hong Kong to chat about the Crypto Winter, the dip on $ETH, BitMine's investment in Mr. Beast and more!01:11 - When will the pain stop for Crypto?02:14 - Crypto vs Gold, as hedge vs Inflation06:06 - What’s TradFi’s take on the Crypto Winter?07:52 - Has Crypto lost its lore?09:50 - BitMine’s approach to Ethereum in 202612:37 - Are DATs the problem?15:55 - Any regrets on your capital deployment on ETH?18:00 - Moonshot's $200M investm ...

Core Viewpoint - Bitcoin is experiencing significant selling pressure and is considered a highly speculative asset, while NVIDIA is positioned as a strong long-term investment due to its solid fundamentals and growth prospects [2][9]. Cryptocurrency Market - Bitcoin's price has declined from an all-time high of $127,000 in October to around $67,000, marking a year-to-date drop of 22.9% [2][3]. - The decline in Bitcoin's price is attributed to profit-taking, reduced institutional interest, and geopolitical tensions that have shifted investor focus to safer assets [3][4][9]. - The Crypto Fear & Greed Index indicates a prevailing sentiment of "extreme fear" in the cryptocurrency market [4]. NVIDIA's Performance - NVIDIA is benefiting from the AI boom, with revenues increasing significantly due to high demand for its advanced chips, particularly the Blackwell architecture [5][10]. - The company anticipates global data center spending to reach between $3 trillion and $4 trillion annually by 2030, presenting substantial growth opportunities [6]. - NVIDIA's fiscal fourth-quarter 2026 revenue is projected to be nearly $65 billion, with a 62% year-over-year increase in the third quarter [7][10]. - The company's net profit margin stands at 53%, surpassing the industry average of 50.1%, highlighting its strong growth potential [10].

Core Insights - Bitcoin (BTC) is currently trading near $65,000, showing a significant divergence from gold, which has increased by 16% year-to-date following a 65% rally in 2025 [1][8] - Bitcoin has experienced its fourth consecutive month of losses, down 22% since the beginning of the year, while gold's performance is linked to global trade and central bank activities [1][3] Group 1: Market Performance - Bitcoin's price is down approximately 45% from its all-time high of over $126,000 in October 2025, indicating a significant downturn attributed to forced liquidations and heavy selling [4] - Ether (ETH) is also underperforming, hovering below $2,000 and showing year-to-date losses of about 30% [5] Group 2: Analyst Perspectives - Fundstrat's Sean Farrell emphasizes that while Bitcoin has a strong store of value thesis, it behaves more like a high-beta growth asset rather than a stable store of value like gold [2] - Deutsche Bank's Marion Laboure notes that the divergence in performance suggests Bitcoin is no longer acting as "digital gold," reflecting a growing pessimism among traditional investors [3][4] - Standard Chartered's Geoff Kendrick has revised year-end price targets for Bitcoin and Ether, lowering Bitcoin's target from $150,000 to $100,000 and suggesting potential further declines to just below $50,000 [5][6]

Hello and welcome to Asking for a Trend. I'm Josh Lipton and for the next half hour we are breaking down the trends of today that'll move stocks tomorrow. There's a lot to keep track of, so we're focusing on what you need to know to get ahead of the curve.Here are some of the trends we're going to be diving into. It was a mixed day on Wall Street. The S&P 500 come under pressure as investors wait on key economic data later this week.The crypto winner rippling across the industry and we're seeing how it affe ...