Core Viewpoint - Shiba Inu (CRYPTO: SHIB) has emerged as one of the best-performing cryptocurrencies over the past weekend, with a surge of 15.5% as of Monday afternoon, indicating a growing bullish sentiment among investors [2]. Group 1: Market Influences - The recent military action in Venezuela, which involved the extraction of President Nicholas Maduro by U.S. forces, has significantly impacted crypto investors due to the country's substantial crypto holdings [3]. - Investors are speculating that tokens may be removed from the market, leading to increased bullish bets on the digital assets sector [3]. - The geopolitical developments are perceived as a clearing event, allowing investors to refocus on core fundamentals [7]. Group 2: Investor Behavior - Shiba Inu is viewed as a sentiment gauge for cryptocurrencies and other risk assets, with its price action driven by investor sentiment regarding geopolitical events [6][7]. - Continued buying activity from large holders (whales) has prompted a reconsideration of bullish bets on Shiba Inu, with reports indicating that the top 10 wallets hold nearly two-thirds of the token's overall supply [8]. - If retail investor buying increases, Shiba Inu could be positioned for a significant upward move, which investors are currently pricing in [9].

xrp, xrp price, xrp inflow. Photo by BeInCrypto XRP price has remained under pressure over the past several weeks, with multiple recovery attempts failing to gain traction. As 2025 comes to an end, the altcoin continues to succumb to bearish momentum after recording a mildly negative year overall.  Weak spot demand and cautious retail participation have weighed on price action. However, institutional interest has emerged as XRP’s primary stabilizing force, preventing deeper drawdowns despite persistent se ...

Core Viewpoint - iPower Inc. has initiated a $30 million convertible note financing to launch its Digital Asset Treasury strategy, aiming to integrate digital assets with real-world commerce [1][3]. Group 1: Financing Details - The financing includes an initial $9 million commitment, with approximately $4.4 million allocated to establish a digital asset treasury that will hold Bitcoin and Ethereum [2]. - The proceeds will also be used to repay existing short-term loans and enhance working capital [2]. Group 2: Strategic Intent - This financing marks a significant step in iPower's broader crypto strategy, leveraging its established business with $59 million in trailing 12-month revenue as of September 30, 2025 [3]. - The company aims to create a digital asset treasury that serves as a bridge between e-commerce and digital assets, focusing on long-term value creation rather than short-term speculation [3]. Group 3: Future Plans - iPower plans to evaluate strategic acquisitions and investment opportunities to generate positive Return on Invested Capital (ROIC) using its enhanced balance sheet [4]. - The company intends to collaborate with licensed digital asset product providers to develop compliant consumer-facing products, utilizing its existing platforms and analytics capabilities [4].

The 2017-2018 rally shows what can happen when liquidity, accessibility, and viral interest align. It also shows the limits as market conditions can reverse quickly—XRP crashed 90% from its peak over the next year after the bubble deflated.Technical charts show that XRP broke out of a long consolidation—months of trading between $0.15-$0.25—forming a large monthly candle, and extended the rally into January 2018. The combination of market momentum and broad retail participation drove the massive surge. Soci ...

Core Viewpoint - H.C. Wainwright maintains a Buy rating on Neptune Digital (NPPTF) with a price target of C$3, highlighting the company's significant growth in digital currency assets and strategic investments in technology sectors [1]. Group 1: Financial Performance - Neptune's digital currency balance increased over 100% in the past fiscal year, reaching C$70.2 million [1]. - The company reported a record profit of $22.8 million, driven by its investments in cryptocurrency and frontier technology [2]. Group 2: Strategic Initiatives - Neptune is enhancing its private equity investments, particularly focusing on initiatives led by Elon Musk, including SpaceX and xAI [1]. - The firm is expanding its technology investments by acquiring a strategic stake in AI innovator xAI Corp [2]. Group 3: Investment Appeal - H.C. Wainwright believes Neptune provides a unique investment opportunity by combining exposure to cryptocurrency with fast-growing technology companies in prominent sectors [1].

The cryptocurrency market continues to surprise investors with mixed price movements, strong Ethereum accumulation, and consecutive outflows from crypto-related exchange-traded funds. The global crypto market cap rose by 0.9% in the past 24 hours to $2.96 trillion, while the daily trading volume decreased by 32% to $67 billion, according to data from CoinMarketCap. This time, however, the price hike isn’t coming from leading digital assets. The CMC20 index, which tracks the combined price change of the ...

Core Insights - The Federal Reserve's analysis details the failure of Silicon Valley Bank (SVB) in March 2023 and its impact on the stablecoin market, highlighting vulnerabilities to confidence shocks and contagion [1][7] - The report emphasizes that stablecoins, like traditional bank deposits, can experience self-reinforcing withdrawals during crises [1] Stablecoin Market Reaction - The collapse of SVB triggered a rapid run on USDC, one of the largest stablecoins, as market participants rushed to redeem their holdings for cash [2][3] - Circle's inability to access uninsured reserves at SVB led to panic, causing USDC to temporarily trade below its dollar peg due to unsustainable sell pressure [3] Contagion Effects - The Federal Reserve's analysis reveals that stress in one stablecoin can propagate to others through interconnected ecosystems, as seen with USDC's depeg affecting Dai [4] - The report notes that liquidity drained from facilities as traders exited USDC positions, further pressuring Dai's peg [5] Financial System Interlinkages - The Fed concludes that stress events in digital asset markets can create feedback loops between traditional finance (TradFi) and decentralized finance (DeFi) sectors [5] - The analysis indicates that a run on a conventional bank can trigger a run on stablecoins, which then impacts DeFi protocols [5] Regulatory Considerations - While the report does not prescribe specific regulatory measures, it calls for further research to understand financial contagion across the DeFi-TradFi boundary as stablecoins integrate into mainstream finance [6]

Summary of Key Points from the Conference Call Industry Overview - The focus is on the digital asset industry, particularly Bitcoin (BTC) and Ethereum (ETH), with a forecast for increased adoption driven by potential US digital-asset legislation in Q2 2026 [1][2][4]. Core Insights and Arguments Market Forecasts - **Bitcoin Forecasts**: - Base case 12-month forecast for BTC is $143k, with a bear case of $78k and a bull case of $189k [1][13]. - BTC is expected to range-trade around $80k-$90k into the new year, with $70k being a significant psychological level [2][12]. - **Ethereum Forecasts**: - Base case 12-month forecast for ETH is $4304, with a bear case of $1270 and a bull case of $5132 [1][13]. - ETH's value is highly sensitive to user activity metrics, which have recently declined [1][12]. Regulatory Landscape - The US election has led to a pro-crypto regulatory focus, with new rules expected to significantly impact the digital asset landscape [4][89]. - The CFTC is anticipated to become the primary regulator for digital commodities, while the MiCA legislation has been passed in Europe [4][89][91]. Market Dynamics - ETF flows are a key driver of Bitcoin price movements, with significant outflows observed after October's liquidation events [3][19]. - Stablecoin growth continues post the GENIUS Act, with a high ratio of stablecoin market cap to total crypto market cap, indicating that funds are remaining in stablecoins during market declines [2][41][44]. Tokenization Trends - Tokenization is gaining traction, although its current economic footprint is small. It is expected to grow as regulatory environments evolve [60][63]. - The potential for tokenized assets to be accepted as collateral could enhance their adoption and market value [60]. Additional Important Insights - The macroeconomic environment remains a significant factor, with recessionary pressures potentially impacting investor sentiment and flows into digital assets [2][12][21]. - The regulatory landscape is evolving, with jurisdictions worldwide clarifying regulations for digital assets, which could lead to increased institutional engagement [4][41][89]. - The potential for stablecoins to become a dominant mechanism for on-chain money is a key theme to watch as the market develops [56]. Conclusion - The digital asset market is poised for significant changes driven by regulatory developments, market dynamics, and evolving investor sentiment. The forecasts for Bitcoin and Ethereum suggest potential for substantial price appreciation, contingent on regulatory clarity and increased adoption.

Core Viewpoint - Bit Digital, Inc. has appointed Amanda Cassatt to its Board of Directors, effective January 1, 2026, to enhance its strategic focus on Ethereum and AI infrastructure [1][4]. Group 1: Appointment and Background - Amanda Cassatt is the founder and CEO of Serotonin and previously served as Chief Marketing Officer at Consensys, where she contributed to the development of Ethereum's ecosystem [2]. - Cassatt's experience includes digital assets, institutional adoption, and product strategy, which aligns with Bit Digital's expansion in Ethereum and AI [3]. Group 2: Strategic Importance - Cassatt's appointment is expected to support Bit Digital's focus on productive digital asset strategies and compute-driven business models [3]. - The company aims to strengthen its corporate governance and long-term strategic alignment with this addition, as it executes its Ethereum and AI-focused growth strategy [4]. Group 3: Company Overview - Bit Digital is a publicly traded digital asset platform that focuses on Ethereum-native treasury and staking strategies, having begun accumulating and staking ETH in 2022 [5]. - The company operates one of the largest institutional Ethereum staking infrastructures globally and aims to provide secure, scalable, and compliant access to on-chain yield through strategic partnerships [5].

Key Points A broader market rebound today across a number of speculative risk assets is taking Solana and its peers higher. However, there are two key Solana-specific tailwinds I think investors should be paying attention to as longer-term bullish catalysts. Here's what investors should be watching with the world's seventh-largest digital asset today. 10 stocks we like better than Solana › Given the relatively steady declines that have proliferated in the cryptocurrency sector over the past week ...