Strategy

October 6, 2026 @ 3:52 pm By Omar Faridi  |  

Michael Saylor, executive chairman of Strategy (NASDAQ: MSTR), has outlined a three-tier framework in which Bitcoin and instruments built around it can address distinct investor preferences. In a recent post, he argued that the cryptocurrency itself suits those who want straightforward ownership of the asset,… Read More

October 5, 2026 @ 6:23 am By Michael Wong  |  

Kenanga Research said the artificial intelligence investment cycle is entering a second phase in 2026, with demand broadening beyond graphics processing units (GPUs) to inference, AI agents, and commercial applications. The demand, it added, creates opportunities across optical connectivity, power, advanced packaging and semiconductor equipment, the… Read More

October 5, 2026 @ 5:30 am By Omar Faridi  |  

ARK Invest chief executive Cathie Wood has adjusted a rule of thumb she has used for years. Investors, she long argued, should watch where developers concentrate their time if they want an early read on technology. Speaking on a panel at Robinhood’s HOOD Summit in… Read More

October 4, 2026 @ 11:21 pm By Omar Faridi  |  

Bitcoin (BTC) finished the third quarter of 2026 with its strongest July-to-September result since 2017, then carried that momentum into early October by absorbing a dense band of offers near $85,000 and trading back toward its best levels of the year. Soft US hiring data… Read More

October 3, 2026 @ 12:01 pm By Omar Faridi  |  

Strategy’s (NASDAQ: MSTR) large Bitcoin holdings now sit at the center of a capital-markets operation that raises fresh dollars and distributes regular, dollar-denominated income to preferred investors, while common shareholders retain leveraged exposure to further coin accumulation. In a September 29, 2026 explanation of the… Read More

October 2, 2026 @ 12:20 pm By Nick Morgan  |  

  Capital Ideas podcast guest reflects on pioneering veteran-focused Reg A+ lending, why the SEC’s investor-protection instincts outran Congress’s intent, and how his new venture, Century House, is trying to give financial advisors a bigger role in their clients’ lives. Mark Rockefeller has spent the… Read More

September 30, 2026 @ 8:04 am By Omar Faridi  |  

Bitcoin is pressing into a densely packed band of long-term holder supply just as derivatives leverage has been stripped from the market. Glassnode’s latest on-chain maps show that more coins held by addresses inactive for months sit between $84,000 and $85,000 than in any other… Read More

September 28, 2026 @ 2:37 pm By Omar Faridi  |  

Brazil’s digital banking platform Nubank (NYSE: NU) is said to currently be holding early conversations about a possible purchase of UK’s Monzo, a move that would give the Latin American digital lender a ready-made platform in the United Kingdom and a foothold for wider European… Read More

September 26, 2026 @ 11:38 am By Omar Faridi  |  

Goldman Sachs (NYSE:GS) has highlighted an unusual split inside the U.S. stock market that, in the bank’s view, looks uncomfortably close to the late-1990s technology boom. A record share of S&P 500 companies now display negative beta, meaning they have recently tended to fall when… Read More

September 24, 2026 @ 5:22 pm By Omar Faridi  |  

Bitcoin’s roughly 10% advance through September 2026 has put the largest cryptocurrency on course for three straight monthly gains, a July-to-September run last recorded in 2012. July finished higher, August delivered a sharp rebound, and September has so far stayed in the green after bitcoin… Read More

September 24, 2026 @ 8:18 am By Omar Faridi  |  

Bitcoin’s (BTC) latest rebound has cleared several cost-basis hurdles that capped the market through much of 2026, and on-chain researchers at Glassnode now frame the $95,000–$97,000 band as the first genuine stress test if the advance continues. The firm notes that BTC price has moved… Read More

September 21, 2026 @ 10:44 am By JD Alois  |  

Bitcoin has caught a bid, trading around $86,000 after jumping over 6% today. Analysts at Nansen expect Bitcoin to move even higher in the coming days. According to Nicolai Sondergaard, Senior Research Analyst at Nansen, there is room for another leg higher as under-positioned traders… Read More

September 21, 2026 @ 9:22 am By JD Alois  |  

Bitcoin bulls are celebrating today as the world’s most popular crypto moves higher. Currently, $BTC is up by over 5%, topping $85,000 for the first time since last January. Last week, the CLARITY Act, crypto market infrastructure legislation, failed in the Senate on a cloture… Read More

September 14, 2026 @ 2:57 am By Omar Faridi  |  

Bitcoin’s rebound has lifted sentiment, yet CryptoQuant’s latest research argues that a new bull market has not been confirmed. After a roughly 24 percent advance over two weeks, the BTC price stalled inside a $76,000–$82,000 band and was trading near $77,000 when the firm published… Read More

September 13, 2026 @ 12:11 pm By Omar Faridi  |  

Wealth management professionals are showing growing interest in digital assets, even as most have yet to put client money to work in the space. That mixed picture emerged after Bitwise Head of Research Ryan Rasmussen and Chief Investment Officer Matt Hougan spoke to a room… Read More

September 13, 2026 @ 8:13 am By Omar Faridi  |  

Andreessen Horowitz has become one of the most recent backers of Flock Safety, the Atlanta-based company whose license-plate readers, cameras, drones and audio sensors now operate across thousands of US based communities. The firm led Flock’s 2021 Series D round and returned to lead a… Read More

September 11, 2026 @ 1:43 pm By JD Alois  |  

Coinbase (NASDAQ:COIN) received some coverage from Morgan Stanley yesterday, which set a price target of $250, representing an approximately 45% increase to today’s price. This is the first time that Morgan Stanley has covered the digital asset exchange. The investment bank gave Coinbase an equal-weight… Read More

September 11, 2026 @ 10:34 am By JD Alois  |  

There is never a shortage of Bitcoin price prognosticators. The world’s most popular crypto is highly volatile, if anything. Its capped issuance leads some to point to its inflation-fighting credibility. If demand increases while supply stays steady, prices must rise. Yesterday, Brian Armstrong, Coinbase (NASDAQ:COIN)… Read More

September 8, 2026 @ 3:01 pm By JD Alois  |  

Bitcoin has had a good few weeks. In mid-August, BTC experienced a bounce after a couple of sleep months stuck in the doldrums. Coinshares Senior Portfolio Manager Marc des Ligneris see renewed investor interest as partially driven by the US Department of the Treasury’s bond… Read More

September 6, 2026 @ 5:53 pm By Omar Faridi  |  

Matt Hougan, chief investment officer at Bitwise Asset Management, recently reduced the crypto market to three themes he thinks investors should own for years: Bitcoin as a hedge against currency debasement, Zcash as a privacy asset, and a long tokenization cycle involving Ethereum, Solana, Uniswap… Read More