The crypto market is bleeding again. Total market capitalization sits at $3.01 trillion today, down 4.27% over the past 24 hours as Bitcoin and Solana both broke below critical support levels with decisive, heavy-bodied candles—the kind that leave little room for interpretation. On Myriad, the prediction market built by Decrypt's parent company Dastan, traders are recalibrating fast. The odds for Bitcoin pumping to $100,000 before dumping to $69,000 now stand at 72.5%—down sharply from 85% just yesterday. ...

For investors who entered crypto markets last year and now find themselves underwater, the timing can feel brutal. Price drawdowns have revived familiar doubts about whether crypto has slipped into a bear market in 2026. According to Andreas Brekken, founder of Sideshift AI, those concerns are understandable but ultimately misplaced. During a recent interview with TheStreet Roundtable at Solana Breakpoint, Brekken drew on his experience across several market cycles to demonstrate how sentiment has chang ...

Group 1 - The macroeconomic environment has led to increased volatility, with the VIX surpassing 20 for the first time since November, affecting various asset prices including Bitcoin, gold, and commodities [1] - Bitcoin's price has declined 4.8% since the previous equity market close, briefly dipping below $90,000, disappointing investors who anticipated a move towards six-digit levels [2] - Bitcoin's price movement is closely aligned with U.S. equity and bond markets, influenced by geopolitical tensions and tariff fears related to President Trump's Greenland acquisition bid [4] Group 2 - The cryptocurrency market is global, with significant capital inflows required for Bitcoin to maintain its upward trend, highlighting the potential impact of slowed capital flows on its market performance [5] - Notable investors like Michael Saylor have taken advantage of the recent dip, with Strategy reportedly adding over $2 billion to its Bitcoin holdings, marking the largest purchase in seven months [6] - Increased geopolitical risks have resulted in lower asset values across the U.S. market, contributing to significant declines in Bitcoin, equities, and bonds [8]

Core Viewpoint - The company Strategy, led by billionaire Michael Saylor, has significantly increased its bitcoin purchases, acquiring approximately $2.13 billion worth of bitcoin in just eight days despite facing stock price pressure due to cryptocurrency volatility [1][2]. Group 1: Bitcoin Purchases - Strategy purchased around 22,305 bitcoin between January 12 and January 19, funded through proceeds from its at-the-market offering program [1][2]. - As of January 19, the company holds a total of 709,715 bitcoin [1]. Group 2: Stock Performance - The company's shares fell by approximately 6.6% as bitcoin prices decreased by 2.4%, highlighting the stock's sensitivity to cryptocurrency market fluctuations [2]. Group 3: Financial Performance - In the fourth quarter, Strategy reported an unrealized loss of $17.44 billion on its digital assets, reflecting a decline in the value of its bitcoin holdings, which has negatively impacted investor sentiment [3].

Core Insights - Bitcoin ETFs and other crypto exchange-traded products experienced inflows of $2.17 billion for the week ending January 16, marking the largest weekly total since October 2025 [1] - A negative sentiment shift late in the week led to $378 million in outflows on Friday, influenced by geopolitical tensions and uncertainty regarding the Federal Reserve [2] Inflows by Product - Bitcoin investment products led the market with total inflows of $1.55 billion, dominating trading activity despite a late-week downturn [3] - Ethereum ETFs recorded inflows of $496 million, unaffected by legislative proposals that could restrict yield offerings for stablecoins [4] - Solana ETFs attracted $45.5 million in positive flows, while XRP ETFs saw significant interest with $69.5 million in inflows [4] Geographic Contributions - U.S. investors were the primary drivers of bitcoin ETF and crypto ETF activity, contributing $2.05 billion in inflows [5] - European markets also played a role, with Germany adding $63.9 million and Switzerland seeing $41.6 million in positive flows [5] - Canada followed with $12.3 million in inflows, while minor outflows were noted in Sweden and Brazil [5] Blockchain Equity ETFs - Blockchain equity ETFs attracted $72.6 million, the highest weekly total since October 10, 2025, reflecting sustained investor confidence in blockchain infrastructure companies [6]

Group 1: Company Overview - CIMG Inc. specializes in digital health and sales development, utilizing technologies and marketing networks to enhance business partners' sales growth and commercial value [1][4] - The company has a cryptocurrency-focused strategy, leveraging AI and cryptocurrencies to drive business growth and enhance brand management value [4] Group 2: Product Highlights - CIMG's premium sauce-flavor baijiu brand, Huo Mao, received the "2025 China New Consumption Craftsmanship Heritage Award" from iiMedia Research, highlighting its recognition in the market [1] - The Huo Mao baijiu series combines ancient brewing techniques with modern technology, featuring a time-intensive production process and the use of high-quality dendrobium from Mount Huo, which enhances its flavor profile [2] Group 3: Leadership Vision - The CEO of CIMG, Alice Wang, emphasizes the company's commitment to innovation and the preservation of intangible cultural heritage, aiming to expand into health and wellness products that reflect China's traditional wellness culture [3]

Core Insights - The Fidelity Ethereum Fund ETF (FETH) has been highlighted as a preferred investment option for Ethereum, indicating a positive outlook on the cryptocurrency market [1]. Group 1 - The article mentions that it has been approximately 6 months since the last coverage of the Fidelity Ethereum Fund ETF, suggesting a need for updated analysis [1]. - The author identifies the Fidelity Ethereum Fund ETF as a favorable investment vehicle for Ethereum, reflecting confidence in its performance [1].

Cloud Computing - Amazon Web Services (AWS) has launched new foundational models and services, including Bedrock for generative AI application development, AI agents for coding, security, and incident monitoring, and a business intelligence platform called Quick Suite that utilizes generative AI for data analysis and workflow automation [1] E-commerce - Amazon has developed hundreds of generative AI applications aimed at improving operational efficiency, automating customer service, optimizing demand forecasting, enhancing inventory placement, and expediting last-mile delivery. Additionally, an AI model named DeepFleet has been created to assist robots in navigating warehouses more efficiently [2] Business Segments - Amazon maintains a strong presence in e-commerce, digital advertising, and cloud computing, leveraging its competitive advantages to integrate AI products across these segments, which is expected to drive revenue growth and enhance profit margins [3] Financial Performance and Valuation - Wall Street analysts project Amazon's earnings to grow at an annual rate of 19% over the next three years, making the current valuation of 34 times earnings appear reasonable. The median forecast for Amazon's stock price is $300 per share, indicating a potential upside of 25% from its current price of $239 per share [7][8] Hedge Fund Activity - Hedge fund managers Philippe Laffont and Steven Schonfeld sold significant portions of their Amazon shares, reducing their positions by 14% and 72% respectively, while simultaneously increasing their stakes in the iShares Bitcoin Trust [5][6][7]

Core Investment Thesis - The article highlights the potential of three tech stocks—SoundHound AI, Lemonade, and CoreWeave—as promising investment opportunities in the context of the growing artificial intelligence (AI) market, suggesting they may offer more growth potential than volatile cryptocurrencies [1][2]. SoundHound AI - SoundHound AI specializes in AI-powered voice and audio recognition tools, generating most of its revenue from its developer-oriented platform, Houndify, which allows for customized voice recognition applications across various industries [3][5]. - The company has a market capitalization of $4.7 billion, with a current stock price of $11.12, and analysts project a revenue growth rate of 30% CAGR from 2025 to 2027, with adjusted EBITDA expected to turn positive in the final year [4][6]. - SoundHound is expanding its market presence through acquisitions and serves notable clients like Stellantis, Chipotle, and Mastercard, which positions it well in the growing voice recognition services market [5][6]. Lemonade - Lemonade offers a range of insurance products, including homeowners, renters, and pet insurance, and is particularly appealing to younger customers due to its AI-powered app that simplifies the insurance buying process [7][9]. - The company has a market capitalization of $5.9 billion and a current stock price of $79.41, with its customer base expected to grow from 1 million to 2.87 million between the end of 2020 and Q3 2025 [8][9]. - Analysts forecast a revenue and adjusted EBITDA growth rate of 44% CAGR from 2025 to 2027, driven by the expansion of its pet and auto insurance segments and the introduction of more AI features [9][10]. CoreWeave - CoreWeave transitioned from Ethereum mining to providing cloud-based GPU services for AI and machine learning tasks, significantly expanding its data center operations from three to 33 since the end of 2022 [11][12]. - The company has a market capitalization of $50 billion, with a current stock price of $101.23, and claims its GPUs can process AI tasks 35 times faster and 80% more cost-effectively than competitors [12][13]. - Analysts predict a remarkable revenue growth rate of 95% CAGR and adjusted EBITDA growth of 109% CAGR from 2025 to 2027, as it secures more clients, including major players like Microsoft and OpenAI [12][13].

Core Insights - Coinbase Global (COIN) is significantly impacted by Bitcoin price fluctuations, with its stock performance suffering due to recent declines in Bitcoin prices [1][2] - The company is diversifying its revenue streams by expanding subscriptions and services, with a focus on stablecoin income and blockchain rewards [3][7] Financial Performance - Transaction fees account for approximately 63% of Coinbase's total revenues in 2024, with Bitcoin-related trading contributing about 30% of that figure [1] - COIN shares have lost 18.3% over the past year, underperforming the industry [6] Market Dynamics - The performance of COIN is closely tied to broader crypto market cycles, which induce volatility and suppress trading activity, directly affecting core revenue streams [1][4] - Peers like Robinhood and Interactive Brokers also experience similar impacts from crypto asset prices, with Robinhood's performance mirroring market cycles and Interactive Brokers benefiting from higher crypto prices attracting institutional clients [4][5] Revenue Estimates - The Zacks Consensus Estimate for COIN's fourth-quarter 2025 and first-quarter 2026 EPS has been revised downward, with full-year estimates for 2025 and 2026 also reflecting this trend [10] - Despite a projected year-over-year increase in revenues for 2025 and 2026, the EPS estimate for 2026 suggests a decline [11] Valuation - COIN trades at a price-to-earnings ratio of 42.13, significantly above the industry average of 22.48, indicating an expensive valuation [8]