Core Insights - Investor confidence has been tested over the past year due to policy changes and a government shutdown, but sentiment is shifting positively as of 2026, driven by enthusiasm for artificial intelligence (AI) [1] IPO Predictions - Kraken has an 83% chance of going public before 2027, having already filed confidentially for a U.S. IPO, contributing to a trend among digital asset companies preparing for the U.S. equity markets ahead of the 2026 midterms [3] - Cerebras Systems, an AI chipmaker, has a 77% probability of announcing an IPO before next year, with plans to re-file after previously withdrawing its IPO paperwork [4] - Databricks, an AI software company, has a 70% chance of going public before 2027, having raised over $4 billion at a valuation of $134 billion [5] - Discord also has a 70% probability of announcing an IPO before 2027, with a last valuation around $15 billion [5] - Fintech firm Plaid has a 49% chance of going public, while defense tech company Anduril and apparel brand Skims both have a 46% likelihood [6]

Key Points Dogecoin is among the biggest winners in today's green market in the digital assets space. This move has been driven in part by improving sentiment and favorable macro conditions. However, there are some token-specific catalysts worth diving into for investors in this meme coin. 10 stocks we like better than Dogecoin › As of 4:00 p.m. ET on Friday, Dogecoin (CRYPTO: DOGE) is the leading top-10 cryptocurrency by market capitalization, surging 10.9% over the past 24 hours. This move coi ...

Bitcoin uptober. Photo by BeInCrypto Expectations for crypto performance in 2026 are high, driven by rising demand for alternative stores of value and regulatory clarity. According to Grayscale Head of Research Zach Pandl, a more supportive regulatory environment will strengthen the crypto sector. At the same time, weakening fiat currencies will further boost demand. Together, these conditions could push Bitcoin’s price to new all-time highs. Market Structure Bill to Accelerate Token Issuance Crypto has ...

Core Insights - The competition among crypto platforms is evolving, with different networks establishing dominance in specialized areas rather than one blockchain prevailing overall [1][2] - Investors are encouraged to consider a diversified approach to blockchain exposure, as multiple platforms can coexist and thrive in distinct use cases [2] Ethereum's Institutional Role - Ethereum is solidifying its position as the infrastructure for institutional finance, evidenced by BlackRock's tokenized fund exceeding $550 million and J.P. Morgan's pilot of tokenized deposits on Ethereum's Layer-2 network [3] - The network has processed approximately $40 billion in lending activity through AAVE, ranking it among the top 50 U.S. banks by this metric [4] - Ethereum's Layer-2 throughput has significantly increased from 200 transactions per second a year ago to nearly 4,800 today, showcasing its scalability [4] Solana's Consumer Market - Solana has emerged as a leader in the retail and high-frequency application market, with stablecoin supply increasing from $1.8 billion to $12 billion in 2025, marking a 567% growth [5] - PayPal's PYUSD stablecoin now primarily operates on Solana, highlighting the network's advantages in speed and efficiency for consumer applications [6] Investment Strategy and Fund Structure - CoinShares' Altcoins ETF (DIME) reflects the strategy of diversifying across various Layer-1 blockchains, including Solana, Sui, Aptos, and Avalanche, to capture growth across different verticals [2][7][8] - DIME's portfolio allocates approximately 8.8% of its assets to Solana, emphasizing the importance of basket exposure rather than concentrated investments [7]

Core Viewpoint - The prediction market sector is gaining traction, with significant involvement from major cryptocurrency players like Coinbase, making the Direxion Daily COIN Bull 2X ETF (CONX) a noteworthy investment opportunity for 2026 [1]. Group 1: Prediction Markets Overview - Prediction markets are exchanges where participants trade derivatives based on the outcomes of various events, including economic releases and elections [1]. - The prediction market space is increasingly intertwined with cryptocurrency activities, attracting major firms like Coinbase [1]. Group 2: Direxion Daily COIN Bull 2X ETF (CONX) - CONX aims to deliver 200% of Coinbase's daily share price movement, meaning a 1% increase in Coinbase's shares would result in a 2% increase in CONX [2]. - The ETF was launched in November and is positioned to attract risk-tolerant traders interested in prediction markets [4]. Group 3: Coinbase's Strategic Moves - Coinbase has partnered with Kalshi to offer event contracts, tapping into the existing interest of its retail clients in prediction markets and sports betting [3]. - The company is recognized for its compliance expertise and technological capabilities, which are essential for success in the prediction markets [4]. Group 4: Market Potential and Future Outlook - Research firm Clear Street identifies Coinbase as a top fintech idea for 2026, highlighting its established customer base as a catalyst for growth in prediction markets [5]. - Coinbase's 2026 Crypto Market Outlook suggests that prediction markets are entering a transformative phase, presenting multiple opportunities for CONX [6]. - The potential for increased institutional participation in prediction markets could enhance market structure and regulatory oversight, solidifying their role in the financial ecosystem [7].

Bitcoin broke the psychological $90,000 barrier on Friday, trading at $90,742 (+3.2%) during the New York session, effectively snapping a Q4 2025 trend where U.S. trading hours were dominated by selling pressure. The reversal reflects the end of end-of-year tax-loss harvesting that drove Bitcoin down 23% in Q4. Buying volume accelerated at 09:30 ET, contrasting sharply with the “4 p.m. sell-off” pattern observed throughout December. CoinGlass data show futures open interest jumped 2.16% to $130 billion ...

The year 2025 was filled with bullish Bitcoin (BTC) forecasts, and nearly all of them were wrong. At midnight on Dec. 31, Bitcoin ended the year at $87,000, far below expectations from prominent voices in the crypto world. Here’s how some of those predictions stacked up: Related: Cardano founder predicts Bitcoin could hit $250K by 2026 — Is it realistic? What actually happened to Bitcoin in 2025 Bitcoin began 2025 on a strong footing, quickly rallying to $102,000 in early January around Donald Trump a ...

In the video, Chairman Tom Lee explains the rationale behind Proposal 2, which seeks shareholder approval to amend the Company's Amended and Restated Certificate of Incorporation to increase authorized shares from 500 million to 50 billion. There are three reasons the Company needs to increase authorized shares: It would allow Bitmine to conduct capital markets activities, including at-the-market offerings, convertibles, and warrants. It would provide flexibility to pursue opportunistic deals, including po ...

Core Insights - The discussion highlights the positive outlook for crypto markets and the broader industry by 2026, driven by upcoming market structure legislation [1] - Entrepreneurs are increasingly returning to the U.S. due to favorable regulatory conditions [1] - The success of Solana and XRP ETFs is noted as a significant development in the crypto space [1] - A roadmap for crypto IPOs in 2026 is being established, indicating a maturation of the market [1] - The strategic reserve narrative is influencing institutional portfolios, suggesting a shift in investment strategies [1] Market Developments - Market structure legislation is nearing completion, which is expected to enhance the regulatory framework for cryptocurrencies [1] - The return of entrepreneurs to the U.S. signifies a shift in the crypto landscape, potentially leading to increased innovation and investment [1] - The performance of Solana and XRP ETFs demonstrates growing institutional interest and acceptance of crypto assets [1] Future Outlook - The roadmap for crypto IPOs in 2026 indicates a potential influx of public offerings, which could attract more capital into the sector [1] - The strategic reserve narrative is reshaping how institutions allocate their portfolios, reflecting a broader acceptance of cryptocurrencies as a viable asset class [1]

（来源：吴说） 1.Coinbase CEO 披露 2026 年战略重点：交易所、稳定币与上链 Coinbase CEO Brian Armstrong 发推表示，Coinbase 在 2026 年的重点包括：在全球范围内拓展覆盖加密 资产、股票、大宗商品的一站式交易所，支持现货、期货和期权；扩大稳定币与支付业务；并通过 Coinbase 开发者平台、Base 链及 Base App 推动更多用户上链。他同时表示，公司将加大对产品质量和 底层自动化的投入。 2.土库曼斯坦合法化加密交易与挖矿 土库曼斯坦总统 Serdar Berdimuhamedow 于 2025 年 11 月下旬签署的新法律已于 1 月 1 日生效，正式允 许加密货币挖矿和加密交易所运营。法律规定，加密挖矿（包括矿池）在当地合法，非土库曼斯坦居民 在完成注册后亦可参与；在土库曼斯坦设立的加密交易所需取得许可，并落实 KYC/AML 要求及冷存 储规范。同时，新法明确，加密资产在土库曼斯坦不被视为法定货币、货币形式或证券。 3.金融时报：伊朗拟接受加密货币出售武器系统 据《金融时报》，伊朗国防出口中心（Mindex）表示，已在过去一年提出允许 ...