RT cygaar (@0xCygaar)The coolest part of all of this is that over half our transactions are from Abstract Global Wallets.We have never seen smart contract wallet adoption like this before. ...

Infrastructure Adoption - USDC on Ethereum reached an all-time high in usage, indicating strong infrastructure adoption [1] - Ethereum上的USDC交易量达到1.77 trillion 美元 [1] - 上个季度以太坊上的USDC交易次数达到21.7 million [1]

Key Takeaways NTR stock has gained 35.9% year to date, outperforming its industry. High crop prices are driving strong global fertilizer demand across key markets. NTR targets $200M in cost savings by 2025 through efficiency moves.Nutrien Ltd.’s (NTR) shares have popped 35.9% year to date. The company has also outperformed the industry’s 34% rise and the S&P 500’s roughly 6.8% increase over the same period.Image Source: Zacks Investment ResearchLet’s take a look at the factors that are driving this fertil ...

Group 1: Bitcoin Market Performance - Bitcoin reached a new all-time high of over $117,000 on July 11, 2025, driven by bullish momentum in risk assets and its correlation with tech stocks like NVIDIA, which recently achieved a $4 trillion valuation [1] - The iShares Bitcoin Trust ETF (IBIT) has increased by 15% this year, with a 4.3% gain in the past month, benefiting from favorable policy signals and tightening supply [2] - Bitcoin's recent performance is seen as a pressure release rather than a full-scale bull run, maintaining a tight $10,000 range over the past two months before the breakout [3] Group 2: Regulatory Environment and Institutional Adoption - Bitcoin's breakout coincides with Congress's "Crypto Week," where key regulations, including the GENIUS Act for a federal stablecoin framework, will be debated [4] - Positive outcomes from regulatory discussions may enhance institutional inflows into Bitcoin, with shares of Circle CRCL rising over 500% since their IPO [5] - Corporate adoption of Bitcoin is expanding, with companies like GameStop and Goldman Sachs increasing their Bitcoin ETF holdings, enhancing institutional credibility [8] Group 3: Bitcoin as an Inflation Hedge - Bitcoin is viewed as a hedge against inflation due to its fixed supply cap of 21 million coins, which may help it retain value amid increasing fiat issuance and potential global inflation from tariffs [7] - Bitcoin has gained 26.4% this year, outperforming the SPDR S&P 500 ETF Trust (SPY), which gained 7%, showcasing its strength amid market uncertainties [6] Group 4: Interest Rate Outlook - Potential rate cuts later this year could favor risk-on assets like Bitcoin, as lower rates reduce the opportunity cost of holding non-yielding assets [9][10] Group 5: Bitcoin Miners and AI Infrastructure - Bitcoin miners are pivoting to AI infrastructure, leveraging their data centers for more profitable ventures compared to traditional Bitcoin mining [12] - Companies like Bitfarms are well-positioned to meet the rising energy and space demands of AI computing, given their experience in building large facilities [13] Group 6: Investment Products for Risk-Averse Investors - New Bitcoin buffer ETFs have been launched to make Bitcoin more accessible to risk-averse investors, providing downside protection amid volatility [14][15]

Core Viewpoint - LQWD Technologies Corp. has successfully closed a brokered private placement offering, raising approximately C$10 million (or US$7.317 million) through the sale of 2,439,024 common shares at C$4.10 (or US$3.00) per share [1]. Group 1: Offering Details - The brokered offering was managed by Maxim Group LLC, which received a cash commission of US$512,195, representing 7% of the total gross proceeds [2]. - A concurrent non-brokered offering is expected to raise an additional C$2.3 million (or approximately US$1.683 million), anticipated to close around July 11, 2025 [3]. - Both offerings are subject to final approval from the TSX Venture Exchange (TSXV) and were conducted under specific exemptions from registration requirements [4]. Group 2: Use of Proceeds - The net proceeds from the offerings will be utilized for acquiring Bitcoin to support the company's scalable Lightning Network services and for general corporate purposes [5]. Group 3: Company Overview - LQWD Technologies Corp. is focused on advancing Bitcoin adoption through the Lightning Network, which facilitates instant, low-cost transactions [7]. - The company operates a network of enterprise-grade nodes designed to generate transaction fees and enhance network liquidity, providing investors with exposure to Bitcoin's long-term appreciation and the growing use of Lightning as a payment solution [8].

RT Jonathan Steinberg (@JonoSteinberg)Adoption is Accelerating.@tokenterminal ...

Core Insights - Bitcoin Depot Inc. (BTM) shares have surged 250.6% year-to-date, outperforming the industry, Zacks Finance sector, and S&P 500 index [2][11] - The company has benefited from rising cryptocurrency demand and favorable regulatory conditions under the Trump administration [6][16] - Bitcoin Depot's revenue growth is primarily driven by its BTM Kiosks, which accounted for approximately 99.7% of total revenues [8][10] Revenue Growth and Business Model - Revenues have been increasing, with a decline in 2024 but a rise in 2023, and continued growth in Q1 2025 year-over-year [7][13] - As of March 31, 2025, Bitcoin Depot had 8,463 BTM Kiosks installed across the U.S., Canada, and Puerto Rico, with a median transaction size of $300 [8] - The launch of BDCheckout in 2022 allows customers to load cash at retail locations, expanding the client base without significant upfront costs [9][10] Strategic Initiatives - The company aims to increase BDCheckout transaction volume to reduce capital expenditures and achieve profitability [10] - Bitcoin Depot has entered into franchise profit-sharing arrangements and secured deals to install kiosks in over 900 locations, diversifying its presence [12][13] - The acquisition of Pelicoin, LLC's assets aims to strengthen its market position in the Gulf South region [10] Financial Performance and Estimates - As of March 31, 2025, Bitcoin Depot had cash and cash equivalents of $35 million and total debt of $55.5 million [18][19] - The Zacks Consensus Estimate for 2025 and 2026 earnings per share is 46 cents and 51 cents, respectively, indicating year-over-year growth of 176.7% and 10.3% [25][27] - The company's 12-month forward P/E ratio of 11.78X is lower than the industry average of 21.63X, suggesting the stock is undervalued [20][24] Regulatory Environment - Favorable regulatory developments under the Trump administration are expected to boost cryptocurrency adoption [16][18] - Recent clarifications from the FDIC and executive orders from Trump indicate a supportive environment for cryptocurrency firms [17][18] Competitive Landscape - Bitcoin Depot faces competition from peers like Coinbase and BTCS, which may impact its pricing power [28] - The company operates in a highly regulated industry, facing potential legal challenges that could affect operations [28]

Key Takeaways Wendy's digital sales surpassed 20% in Q1 2025, with app engagement hitting a record high. Gamified app features and targeted content are helping increase customer interaction and conversions. Fresh AI deployment in 168 stores is raising average checks and improving order accuracy and productivity.The Wendy’s Company ((WEN) is leaning on digital investments to improve engagement and drive sales as consumer traffic remains under pressure. In the first quarter of 2025, the company continued to ...

Market Trends & Catalysts - The crypto industry's infrastructure era is ending, and the application era is beginning [1] - Infrastructure maturity, memes as design input, and mobile-first adoption are the three catalysts enabling the app renaissance [1][2][3] - Mobile devices account for 63% of crypto activity, making it a part of daily life [3] App Archetypes & Strategies - Apps built uniquely for memes can calm the chaos of memecoins by removing noise, loss, or degeneracy [4] - Apps unlocking new speculation formats, like prediction markets, offer engaging experiences [6] - Apps making crypto feel multiplayer can foster community by moving away from a zero-sum game [8] Examples of Successful Apps - AxiomExchange is a unified terminal bundling wallets, Twitter feeds, token data, and discovery [4] - Purityfinance lets users batch-close Solana token accounts, reclaiming SOL from inactive wallets [5] - Polymarket makes speculation feel smart by allowing users to bet on outcomes directly [7] - Cryptothegame_ brings Survivor onchain, where players pay 0.1 ETH to join tribes and complete daily challenges [9]

Core Viewpoint - Autodesk is positioned for potential new highs in Q3 due to its cloud transition, AI adoption, and strong financial performance, consistently outperforming consensus figures and providing favorable guidance [1][3] Financial Performance - Autodesk's revenue grew by 15% in Q1, an increase from 11% in the previous quarter and year, driven by client wins and market penetration [4] - The consensus for Q2 revenue growth is 14%, slightly lower than Q1, but revisions may lead to a higher range before results are released [9] - The company is forecasted to maintain a modest double-digit CAGR through the middle of the next decade, with earnings growth expected to outpace revenue growth [3] Market Sentiment - Analyst coverage remains steady with 23 analysts covering the stock, leading to a Moderate Buy sentiment that could shift to Strong Buy with recent revisions [2] - The price target for Autodesk has been raised to $343.64, indicating a potential upside of approximately 10% from current levels [1][2] Stock Dynamics - Autodesk's stock is at a critical resistance point, retesting highs from 2021, with a potential move above these levels signaling a market shift [5] - The company has reduced its share count by approximately 0.5% year over year through share repurchases, providing leverage for shareholders [10] Institutional Activity - Institutions own about 90% of Autodesk's stock, with a trend of buying in the first half of the year followed by selling in Q2, although initial reports for Q3 indicate significant buying activity [11][12]