New York — Bitcoin (BTC) may be locked in a difficult market now, but long-term investors should be looking far ahead, according to Pantera Capital CEO Dan Morehead. “In 10 years from now, bitcoin will massively outperform gold. That’s very obvious,” Morehead said during a panel with Bitmine Immersion (BMNR) Chairman Tom Lee at the Ondo Summit in New York City on Tuesday. “Paper money is being debased at 3% every year, and that’s called stable money," said Morehead. "Now, over your lifetime, that’s 90%, ...

Standard Chartered has slashed its 2026 Solana price target while raising long-term forecasts, saying the blockchain will dominate micropayments and stablecoin transactions as it moves beyond its meme coin-dominated past. The international banking group cut its year-end SOL forecast to $250 from $310, but raised projections for subsequent years, estimating the token could reach $2,000 by end-2030, according to a research note from Global Head of Digital Assets Research Geoff Kendrick shared with Decrypt. ...

Shares of SoFi Technologies (NASDAQ: SOFI) stock fell 13% in January, according to data provided by S&P Global Market Intelligence. There were a few moving pieces, including news about the Federal Reserve that affected financial stocks in general, and concerns leading up to the company's earnings report on Jan. 30 about whether or not it could sustain its high valuation. The stock fell after the report as well. Image source: Getty Images. Where to invest $1,000 right now? Our analyst team just revealed wh ...

Financial Data and Key Metrics Changes - The company reported record long-term inflows of $118.6 billion, up 40% from the prior quarter and 22% from the prior year quarter [7] - Long-term net inflows were $28 billion, with assets under management (AUM) ending the quarter at $1.68 trillion, reflecting an increase due to long-term net inflows and the acquisition of Apera [8] - Adjusted Operating Income was $437.3 million, influenced by lower performance fees and higher average AUM [19] Business Line Data and Key Metrics Changes - Public markets generated positive net flows totaling $30.4 billion, with equity net inflows of $19.8 billion for the quarter [9] - Fixed Income delivered its eighth consecutive quarter of positive net flows, with net inflows of $2.6 billion driven by Franklin Templeton Fixed Income [9] - Private markets saw $274 billion in alternative AUM, with $10.8 billion raised during the quarter, including $9.5 billion in private market assets [10] Market Data and Key Metrics Changes - The institutional pipeline of long, but unfunded mandates remains strong at $20.4 billion, indicating sustained demand for investment capabilities [9] - The ETF platform reached a new high with $58 billion in AUM, generating $7.5 billion in net flows, marking its 17th consecutive positive quarter [15] - Multi-asset AUM is nearly $200 billion, with net inflows of $4 billion during the quarter, reflecting clients' increasing preference for diversified solutions [14] Company Strategy and Development Direction - The company is focused on delivering integrated solutions and long-term strategic relationships, aligning with client needs for resilience in portfolios [6] - Recent M&A activity emphasizes the importance of alternative assets, with strategic acquisitions aimed at enhancing capabilities and geographic reach [12] - The company aims to double the size of fiduciary services in its five-year plan, focusing on both organic and inorganic growth [36] Management's Comments on Operating Environment and Future Outlook - Management highlighted the ongoing transition for investors amid significant market turbulence and economic uncertainty, emphasizing the need for durable returns and risk management [4] - The company is well-positioned to capture long-term trends reshaping the industry across public and private markets, with a focus on innovation and efficiency [20] - Management expressed confidence in achieving a margin of over 30% by fiscal 2027, supported by disciplined expense management and strategic investments [46][66] Other Important Information - The company is advancing its AI initiatives, including the launch of Intelligence Hub, aimed at modernizing distribution and enhancing client experience [17] - Digital assets are becoming increasingly important, with $1.8 billion in digital asset AUM, including tokenized funds and crypto ETFs [17] - The company has been recognized as one of the best places to work in money management, reflecting its commitment to employee engagement and client service [20] Q&A Session Questions and Answers Question: Cost Flexibility and Savings - Management indicated that expenses are expected to remain in line with 2025 guidance, with ongoing cost savings initiatives contributing to margin expansion in the latter half of the year [23][24] Question: M&A Activity and Contingent Liabilities - Management confirmed that contingent consideration related to recent transactions is minimal, with no significant liabilities expected from closed deals [27][30] Question: Long-term Margin Expectations - Management projected that operating margins could exceed 30% by fiscal 2027, with ongoing integration efforts and strategic initiatives contributing to profitability [46][66] Question: AI's Impact on Consolidation - Management noted that AI could drive consolidation in the asset management industry, as smaller managers may struggle to compete without the scale and data resources required for effective model training [76][80] Question: Blockchain and Tokenization Strategy - Management highlighted the efficiency of blockchain technology, noting significant cost savings compared to traditional systems, and expressed optimism about the future adoption of tokenized funds [86][88]

The Technology Servicesindustry is expected to reach the pre-pandemic levels eventually, enabling regular dividend payments. The rising adoption of remote work, swift global digital transition and technological advancements like 5G, blockchain, artificial intelligence (AI) and machine learning (ML) will propel industry expansion. Also, raising concerns about data security will provide an impetus for the industry to grow.Figure Technology Solutions, Inc. (FIGR) , Skillsoft (SKIL) and Adeia Inc. (ADEA) are po ...

Core Insights - Faraday Future Intelligent Electric Inc. is making significant strides in its EAI robotics business, with the first product receiving U.S. regulatory certification and set to enter sales soon, aiming for a model where product launch coincides with delivery [3][5] - The company is focused on creating real-world use cases for its robotics products, integrating Web3 and blockchain technologies to meet genuine user needs and drive commercialization [4][6] - BlackRock has increased its holdings in Faraday Future, now owning approximately 9.5 million shares, reflecting a 40% increase from the previous quarter [5][8] - The final launch of the FF EAI Robotics Product and a partner recruitment conference are scheduled for February 4, 2026, at the NADA Show in Las Vegas, emphasizing the company's dual-flywheel strategy [7][10] Business Strategy - The robotics strategy aims to address the industry's lack of 'must-have' demand by focusing on user value and real-world applications [4] - Faraday Future is leveraging its AI capabilities developed in the automotive sector to enhance the functionality of its robotics products [5] - The company is positioned uniquely in the U.S. market with its "EAI+Crypto" ecosystem, which supports cross-domain technology integration [6] Market Position - A public company research firm has reiterated a "Buy" rating for Faraday Future, with a 12-month target price of $5 per share, indicating that the current share price is undervalued compared to peers [9] - The company showcased its products at the UMEX 2026 exhibition in Abu Dhabi, attracting significant attention from high-profile visitors, including the Crown Prince of Abu Dhabi [10] Future Developments - Faraday Future plans to unveil more updates about its robotics products during the NADA Show, indicating ongoing innovation and engagement with stakeholders [8] - The company has initiated a global talent recruitment initiative to support its core business areas, including EAI ecosystem development [11]

Core Insights - Bitcoin is the largest cryptocurrency with a market capitalization exceeding $1.9 trillion, representing over half of the total cryptocurrency market value [1][8] - Ark Investment Management, led by Cathie Wood, revised its Bitcoin price forecast for 2030 from $1.5 million to $1.2 million due to the rise of stablecoins, which are capturing some of Bitcoin's perceived value [2][5] - Despite the forecast revision, this still indicates a potential upside of 1,159% from Bitcoin's recent price of $95,300 per coin [3] Factors Influencing Bitcoin's Value - Bitcoin has delivered a remarkable 22,100% return over the past decade, outperforming major asset classes such as stocks, real estate, and precious metals [4] - The utility of Bitcoin is limited as it is not widely accepted for transactions and lacks a role in major payment networks, unlike stablecoins [4][6] - Stablecoins processed an annualized payment volume of $15.6 trillion in 2024, surpassing the transaction volumes of Visa and Mastercard, highlighting their growing popularity [5] - Bitcoin's value is primarily derived from its recognition as a store of value within the investment community, rather than its transactional utility [6] Unique Characteristics of Bitcoin - Bitcoin is fully decentralized, preventing manipulation by any individual, company, or government [7] - It has a capped supply of 21 million coins, most of which are already in circulation, creating a perception of scarcity [7] - Bitcoin operates on a secure and transparent blockchain system, further enhancing its appeal as a digital asset [7]

Core Insights - State Street is positioning itself as a bridge between traditional and digital finance, launching its Digital Asset Platform to support tokenized financial products [1][2][3] Group 1: Digital Asset Platform - The Digital Asset Platform includes wallet management, custodial services, and digital cash capabilities, designed to operate across public and permissioned blockchains [2] - The platform aims to support tokenized money market funds (MMFs), exchange-traded funds (ETFs), cash products, and stablecoins [2][4] Group 2: Strategic Vision - CEO Ronald O'Hanley emphasized that the financial system is entering a new phase of digitalization, focusing on reengineering traditional financial assets rather than cryptocurrencies [3][4] - State Street aims to enable more efficient movement of traditional assets like money market funds through blockchain technology [3][4] Group 3: Industry Context - Other major banks, such as JPMorgan, Goldman Sachs, and Citi, are also exploring blockchain's potential to transform legacy financial services [5][6] - These banks are developing their own digital asset platforms and testing tokenized financial products, indicating a broader industry shift towards digital finance [6] Group 4: Future Use Cases - State Street is preparing for future applications, such as settling securities using stablecoins, which would require capabilities for digital cash transactions [7]

Core Insights - ClearBank has partnered with Taurus to enhance its stablecoin-related services, aiming to expand its digital asset offerings for clients [1][2] - The stablecoin market is experiencing significant growth, with a total market capitalization exceeding $300 billion in 2025, reflecting a year-over-year increase of approximately 50% [3] Group 1: Partnership and Strategy - ClearBank will utilize Taurus-PROTECT as its wallet infrastructure provider, ensuring secure, scalable, and compliant digital asset services [1] - The partnership is part of ClearBank's broader digital asset strategy, initially focusing on stablecoins, which are essential for the crypto economy [2] Group 2: Market Dynamics - The stablecoin market's expansion is driven by the adoption of major tokens like USDT and USDC, along with regulatory clarity such as the U.S. GENIUS Act [3] - ClearBank's integration with Taurus-PROTECT will provide access to Circle Mint, facilitating the minting and redeeming of MiCAR-compliant USDC and EURC [4] Group 3: Operational Benefits - The combination of traditional payment infrastructure with stablecoin technology is expected to enhance efficiency and reduce costs for corporate payments and international remittances [5] - Taurus-PROTECT is part of a broader digital asset infrastructure platform designed for banks and financial institutions, offering custody and management of various digital instruments [6]

Core Insights - Peter Schiff, Chief Economist of Euro Pacific Asset Management, has been recognized in CoinDesk's 50 Most Influential list, highlighting his impact in the financial sector [1] - Schiff expresses skepticism towards bitcoin, arguing that it does not possess the characteristics of sound money, which may influence investor sentiment towards cryptocurrencies [1] - The article discusses Schiff's prediction regarding the collapse of Strategy's business model, indicating potential challenges within the industry [1] - Schiff is pivoting towards blockchain technology with the introduction of a new tokenized gold product, suggesting a shift in investment strategies towards more traditional assets like gold [1]