Cantor Fitzgerald just made a notable move that might have slipped under the radar for some casual market watchers. The firm turned bullish on three of the most closely watched crypto-linked stocks, namely Coinbase (NASDAQ: COIN), MicroStrategy (NASDAQ: MSTR), and Robinhood (NASDAQ: HOOD). According to TipRanks, Cantor Fitzgerald's Ramsey El-Assal believes each name is positioned to benefit as crypto adoption steadily moves from the fringes into the financial mainstream. What stood out wasn’t just the ...

Core Insights - Bitcoin is currently trading at approximately $90,580, which is below the estimated miner production costs of around $101,000 per BTC, indicating a potential short-term rebound as macroeconomic policies evolve in the US [2][3]. Group 1: Bitcoin Price Dynamics - On-chain analyst Willy Woo suggests that investor flows into Bitcoin have been strengthening since December 24, 2025, despite a cautious outlook for 2026 due to declining liquidity [1]. - Historical trends indicate that trading below miner costs does not typically lead to panic selling; instead, miners tend to slow production, creating a temporary floor for prices [3]. Group 2: Macroeconomic Influences - President Donald Trump's proposal to cap credit card interest rates at 10% could ease financial burdens for many Americans, potentially driving consumers towards Bitcoin and decentralized finance (DeFi) as traditional credit access becomes restricted for those with lower credit scores [5]. - Analysts warn that this shift may lead to increased adoption of alternative financial systems, including Bitcoin, as consumers seek options outside traditional banking [5]. Group 3: Market Behavior and Investor Sentiment - The actual spot inflows into Bitcoin, rather than market narratives or correlations with equity markets, are identified as key drivers for Bitcoin's price recovery [4]. - The potential macro catalyst of Trump's credit cap may intersect with the technical and flow-driven aspects of Bitcoin's market dynamics, suggesting a cautiously bullish sentiment in the near term [4].

Galaxy Digital’s Zac Prince says demographic shifts and wealth transfers could funnel massive capital into crypto markets over the next two decades as younger generations inherit from Baby Boomers. Speaking on The Milk Road Show, Prince pointed to demographic trends as a major tailwind for crypto adoption. “The older people are going to pass away and pass the money down to younger people,” he explained, adding that younger investors show markedly different preferences than their parents’ generation. Pr ...

Core Insights - Brazil is challenging the assumption that cryptocurrencies thrive only when traditional financial systems fail, as evidenced by its high Selic rate of 15% and resilient credit markets [1][2][3] Group 1: Macroeconomic Context - The IMF's recent report indicates that Brazil's credit expansion is not a policy failure, with effective monetary transmission despite high interest rates [2][3] - Bank lending in Brazil increased by 11.5% in 2024, and corporate bond issuance surged by 30%, which typically would reduce interest in alternative financial assets like crypto [3][4] Group 2: Crypto Adoption Trends - Despite the high interest rates, Brazil's crypto activity rose by 43% year-over-year in 2025, indicating a disconnect between traditional macroeconomic narratives and actual crypto adoption [4] - The IMF emphasizes that Brazil's central bank has effectively managed monetary policy, contributing to strong income growth, low unemployment, and rapid fintech expansion, which sustain credit demand [5] Group 3: Future Outlook - Although policy tightening has affected lending rates and credit growth is beginning to slow, inflation expectations are being actively managed [6]

As interest in Bitcoin continues to rise and fall with the markets, a new study from SmartAsset offers one of the clearest snapshots yet of where Americans are actually participating in crypto. The findings reveal that enthusiasm isn’t spread evenly across the country. Some states have developed strong pockets of adoption driven by tech culture, higher incomes and a comfort with digital innovation, while others remain slow to engage. These regional differences don’t just show where Bitcoin has the most m ...

Crypto Adoption - Crypto adoption is further along than most people realize [1] - There are more crypto owners today than internet users at the peak of the dot-com bubble [1]

Industry Overview - The Middle East is recognized as a global blockchain hub [1] - The region demonstrates impressive speed, energy, and vision in the blockchain space [1] - Crypto adoption in the Middle East is over 30% and growing [1] Event Highlights - Cointelegraph CEO opened LONGITUDE Abu Dhabi, welcoming builders, investors, and institutions [1] - The event agenda included topics such as Solana, Bitcoin & privacy, security, and institutional crypto adoption [1]

Core Viewpoint - The cryptocurrency market is experiencing a rally, with a focus on XRP as a key player due to its technology and business model that facilitate efficient cross-border transactions [1][2][3]. Group 1: XRP Overview - XRP is among the top-10 cryptocurrencies, valued for its ability to enable low-cost, near-instantaneous cross-border transactions [2][3]. - The token is currently trading near $2 and has previously reached $3 twice in 2025, indicating potential for future growth [6]. Group 2: Market Context - The broader cryptocurrency market has faced challenges, with many top tokens down 50% or more year-to-date, while XRP remains flat [6][7]. - Factors contributing to the current market environment include expectations of interest rate stability and concerns about market bubbles [8]. Group 3: Future Outlook - For XRP to reach the $3 level by 2026, several bullish factors must align, including a favorable macroeconomic environment, positive regulatory developments, and increased adoption [9]. - The potential for XRP's growth is contingent on the expansion of cross-border payment systems and banking partnerships [6][9].

Stripe’s rollout of stablecoin payment processing has ignited fierce debate after the payments giant announced it would charge businesses 1.5% to transfer digital dollars that cost fractions of a cent on blockchain networks. The company now supports USD-settled stablecoin payments across Ethereum, Base, and Polygon, with USDC, USDP, and USDG available through its platform, marking a significant expansion of its crypto infrastructure following its $1.1 billion acquisition of Bridge earlier this year. Cri ...

crypto adoption. Photo by BeInCrypto Bitcoin has surged sharply above $94,000, ending a multi-day stretch of flat trading between $88,000 and $92,000. The breakout arrived suddenly on December 9, accelerating within minutes and breaking the range that capped the market for nearly a week. Whale Accumulation and Short-Side Liquidations Drive the Breakout Trading data shows heavy inflows into major institutional and exchange-linked wallets in the hour leading into the rally. Several high-volume custodial ad ...