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Why Wall Street Firms Are Eyeing Spot Bitcoin ETFs
Etftrends· 2025-09-17 04:34
"Even the most conservative firms on Wall Street are starting to lean into bitcoin. Morgan Stanley was among the first to offer access to bitcoin funds back in 2021, and is now preparing to add spot bitcoin ETFs to its platform,†Braxton notes. Merill Lynch, Wells Fargo, and JPMorgan Chase have also begun allowing limited client access to these ETFs, typically for high net worth or discretionary accounts. These firms are risk- averse giants, so their involvement speaks volumes about bitcoin's growing legitim ...
Block, Inc. (XYZ): A Bull Case Theory
Yahoo Finance· 2025-09-17 01:02
We came across a bullish thesis on Block, Inc. on Bob’s Payment Stock Substack by Bob Hammel. In this article, we will summarize the bulls’ thesis on XYZ. Block, Inc. 's share was trading at $75.82 as of September 8th. XYZ’s trailing and forward P/E were 16.20 and 20.33 respectively according to Yahoo Finance. Is Kaspi.kz (KSPI) the Best Young Stock To Buy and Hold For 10 Years? Despite a disappointing Q1 that saw Block reduce full-year guidance, shares rallied nearly 75% from post-earnings lows, fueled ...
TD Cowen Maintains a Buy on Strategy Inc (MSTR), Keeps the PT
Yahoo Finance· 2025-09-16 23:42
Strategy Inc (NASDAQ:MSTR) is one of the Best NASDAQ Stocks to Buy with Huge Upside Potential. On September 8, Lance Vitanza from TD Cowen maintained a Buy rating on Strategy Inc (NASDAQ:MSTR) with a price target of $640. The analyst noted several financial and strategic factors that led to a bullish rating. Firstly, the company has been increasing its bitcoin holdings faster than its liabilities, which has resulted in a strong balance sheet. Moreover, the analyst believes that this strategy is expected t ...
BitFuFu Strengthens Position in Bitcoin with Improved Fleet Performance
Yahoo Finance· 2025-09-16 21:50
BitFuFu Inc. (NASDAQ:FUFU) is among the best stocks with the highest upside potential. During August, BitFuFu Inc. (NASDAQ:FUFU) increased its Bitcoin holdings to 1,899 BTC, representing a 115 BTC rise from the previous month. While boosting its fleet efficiency to 17.5 J/TH, the company enhanced its mining efficiency through the expansion of its self-owned hashrate to 5.0 EH/s. These improvements not only underscore the company’s commitment to sustainable growth and operational efficiency but also genera ...
Strive Announces Acquisition of MSTR True North Inc. Appoints Jeff Walton as Chief Risk Officer & CEO of True North
Globenewswire· 2025-09-16 19:15
Dallas, TX, Sept. 16, 2025 (GLOBE NEWSWIRE) -- Strive, Inc. announces a strategic acquisition of MSTR True North Inc. (True North) in a de minimis cash transaction. True North is cash flow positive and the transaction synergies are expected to allow enhanced platform expansion without additional cost. This move cements Strive’s position at the forefront of Bitcoin advocacy in the new frontier of Digital Capital and Digital Credit. As part of the acquisition, Strive has appointed True North founder Jeff Walt ...
YouTuber Luke Damant lands in Iran, only crypto saved him
Yahoo Finance· 2025-09-14 22:44
When Australian travel vlogger Luke Damant landed in Tehran, the first shock wasn’t the culture or the food, it was money. “When I arrived at the airport, there was a lot of scammers there trying to trick me because they were using the Google Exchange rate, which is a lot lower in comparison to the black market rate,” Damant recalled in a podcast with Harry Jaggard. “One US dollar equals about 1 million Iranian rial, so it is an extremely inflated currency, and if you get a hundred dollars exchange, you h ...
Interest Bearing Stablecoins May Not Necessarily Put Banks at a Disadvantage : Analysis
Crowdfund Insider· 2025-09-13 21:08
稳定币市场发展 - 稳定币已成为加密货币生态系统基石 市值飙升至超过2870亿美元 年内增长38% [1] - 《GENIUS法案》通过巩固了稳定币法律地位 吸引金融科技公司、银行和支付提供商关注 [1] 监管环境与银行业应对 - 监管围绕生息稳定币引发辩论 银行业成功游说禁止生息稳定币以保护存款基础 [2][3] - 加密平台通过提供"奖励"规避限制 如Coinbase为USDC余额提供4.1%奖励 实质上模拟利息支付 [3] - 禁止生息稳定币产生反效果 收益机会转向加密平台 削弱了银行试图保护的存款基础 [4] 发行方与托管方商业模式 - 稳定币发行方如Circle(USDC)和Tether(USDT)接收美元后投资低风险工具产生收益 但被禁止支付利息 [4] - 托管方如Coinbase可通过与发行方的收入分成协议提供奖励 Circle上市文件显示Coinbase分享其储备收入 [5] - 银行可托管稳定币 将其视为保险存款 赎回美元后用于贷款 或采用类似Coinbase的收入分成模式 [6][7] 传统金融与加密货币融合 - 传统金融日益主导加密货币叙事 比特币ETF获批、企业比特币国库和Circle等高调IPO凸显这一转变 [8] - 专业数字资产国库公司(DATs)涌现 如Forward Industries建立16.5亿美元Solana国库 由Galaxy等机构支持 [8] - 美国监管环境趋于成熟 Figure、Gemini、eToro、Bullish和Galaxy等公司公开发行反映加密与传统金融加速整合 [10] 市场表现与投资环境 - 比特币本周上涨4.2% 短暂突破116,000美元 标普500和纳斯达克100指数创历史新高 [10] - 黄金上涨近2% 年内涨幅达38% 债券同样上涨 美元指数走弱和实际利率下降为风险资产创造有利环境 [10][11] - SEC批准提高比特币ETF期权头寸限制 推动未平仓合约激增47.6% 隐含波动率下降10%表明市场预期稳定 [11] 行业创新与互联趋势 - Nakamoto/Kindly向Metaplanet的14.5亿美元融资投资3000万美元 显示数字资产国库公司间互联性增强 [9] - 分析重点从区块链数据转向传统金融指标 SEC文件和彭博终端变得比区块浏览器更重要 [9] - 传统金融持续推动加密货币增长 稳定币、比特币与传统市场间相互作用可能预示更广泛重新调整 [12]
Gemini Crypto Exchange IPO Pops 14% as Winklevoss Twins Predict $1M Bitcoin
Yahoo Finance· 2025-09-13 20:01
Gemini Space Station, the cryptocurrency exchange founded by Tyler and Cameron Winklevoss, surged in its Nasdaq debut Friday after raising $425 million in an initial public offering. The company priced its IPO late Thursday at $28 a share, valuing Gemini at about $3.3 billion before trading began. That price was above the revised $24 to $26 range it set earlier in the week and well above the initial $17 to $19 range. The offering covered 15.2 million shares. On Friday, the stock opened at $37.01, a 32% pr ...
US Stocks Mixed; Adobe Posts Upbeat Q3 Results
Benzinga· 2025-09-12 22:01
U.S. stocks traded mixed this morning, with the Dow Jones index falling more than 50 points on Friday.Following the market opening Friday, the Dow traded down 0.16% to 46,033.20 while the NASDAQ rose 0.08% to 22,061.27. The S&P 500 also fell, dropping, 0.03% to 6,585.59.Check This Out: Top 3 Tech & Telecom Stocks That Could Blast Off In SeptemberLeading and Lagging SectorsUtilities shares jumped by 0.3% on Friday.In trading on Friday, materials stocks fell by 0.4%.Top HeadlineAdobe Inc. ADBE posted better-t ...
BITO: Good Alternative To Play Bitcoin Bullish Trend
Seeking Alpha· 2025-09-12 21:36
The rate-cut cycle is bullish for Bitcoin. The Fed is very likely to cut the rate in September, and possibly more cuts are to come later in 2025 and 2026. The Fed could restartAdvanced education in economics, business management and engineering. Professional experience with product management and development in high tech industry, including advisory with multiple fintech startups. Have been investing in growth companies since 1998. Recent interest of investment also includes income-focused portfolio, fund-b ...