Grayscale Bitcoin Trust BTC - ETF

Coinbase

Financial Analysis

COIN

ABTC

GBTC

SBET

In the early hours in Beijing on Feb 13, after the US close, $Coinbase(COIN.US) reported its Q4 2025 results. The quarter was weak, missing Street expectations.However, the stock has largely decoupled from the print. Since Feb, COIN has sold off alongside a deeper crypto pullback, while most Street estimates were set in Jan.Stepping back from near-term estimates, the company is in an investment-led expansion phase, entering stock trading, equity perpetuals, and prediction markets via M&amp;A and in-house builds. As a result, opex has risen meaningfully...

American Bitcoin

Sharplink

Bad Tape + Weak Print: When Does COIN Bottom?---

Square/Block

Conference Minutes

CASH

688688

09988

89988

BABA

KBAB

BABO

BABX

HBBD

NVAWW

Below is the earnings call minutes for Block in 2025Q3 compiled by Dolphin Research. For earnings interpretation, please refer to &#34;Plunged 15%, North America's Alipay Block 'Not That Guilty'&#34;. I. Review of Key Financial Data Full-Year Guidance: Q4 2025 gross profit is expected to increase over 19% year-over-year to $2.755 billion; Q4 adjusted operating profit is projected at $560 million, with an operating profit margin of 20%; full-year gross profit is estimated at $10.243 billion (+15%); full-year adjusted operating profit is anticipated to be $2.056 billion (+28%)...

Pathward Fin

Block

ANT GROUP

BABA-W

BABA-WR

Alibaba

KraneShares 2x Long BABA Daily ETF

YieldMax BABA Option Income Strategy ETF

BABA 2x Long Daily ETF - GraniteShares

Nova Minerals

VanEck Short Muni ETF

Ameriprise Financial

Alibaba HK SDR 5to1

NOVA MINERALS LTD C/WTS 24/07/2029 (TO PUR ADS)

Block (Minutes): Bitcoin payment feature to be launched soon

CRCL

DLPN

On November 7th, after the U.S. stock market closed, Block (XYZ.US), a leading player in the U.S. payment sector, released its financial report for the third quarter of 2025. Overall, the performance this quarter was not poor. The core revenue, excluding Bitcoin trading business, and the adjusted net profit both exceeded expectations. The guidance for the next quarter also basically met expectations, with no significant flaws in the performance. The sharp drop in stock price was more due to macro market reasons. The key points are as follows: 1. Core revenue and profit slightly exceeded expectations: This quarter, Block's core revenue, excluding Bitcoin, grew by 17% year-on-year...

Circle

Dolphin ENT

Wt Inlt L-Cp Dvd

Plummeting 15%, North America's Alipay Block 'not guilty of this'

Strategy Report

.SPX

SOXS

.IXIC

SQQQ

GLDM

SDOW

SGOL

Continued tight liquidity has started to affect beneficiaries under ample liquidity, such as Bitcoin, as well as tech growth stocks with weak fundamentals and excessive valuations. But what cause the liquidity shortage abruption? what may ease it? and how to position portfolios under this circumstance?

Angel Oak Mortgage-Backed Securities ETF

ON Semiconductor

VanEck Semiconductor ETF

iShares Core S&P Mid Cap

S&P 500

Direxion Semicon Bear 3X

iShares Gold Trust

NASDAQ Composite Index

Proshares UltraPro Short QQQ ETF

SPDR Gold Minishares

SPDR Gold Shares

iShares Core S&P Small Cap

ISHRS Russ 1000

iShares Core S&P 500

Invesco QQQ Trust

Pro UltrPro Shrt Dow30

Abrdn Gold ETF Trust

U.S. gov. shutdown to trigger a 'dollar shortage'?

Schwab

SCHW

BMNR

SCHW-D

SCHW-J

Fully capable of mitigating the impact of interest rate cuts through cash reinvestment.

Charles Schwab

BitMine Immersion Tech

Nuveen Select Maturities Muni Fd

Santander Consumer USA

AllianceBernstein

SCHWAB(CHARLES)CORP 5.95% DEP SHS REP 1/40 NON CUM PERP PF D

SCHWAB(CHARLES)CORP 4.450% DEP SHS REP 1/40TH N-CUM PFD SERJ

Charles Schwab (Minutes): Will launch cryptocurrency trading next year, but is not optimistic about tokenized stocks.

Today’s Key News Recap

03042

03135

IBIT

BTCW

01810

81810

HXXD

XIACY

0522 | Dolphin Research Key Points: 🐬 Macro/Industry 1. The U.S. 20-year Treasury auction saw weak demand, with the awarded rate rising to 5.047% and the bid-to-cover ratio dropping to 2.46 times, nearly the worst performance since its launch five years ago. The surge in long-term U.S. Treasury yields dragged down U.S. stocks, increased risk aversion, pushed gold higher, and Bitcoin hit a new all-time high. The auction results exposed market concerns about the sustainability of U.S. long-term debt. Dolphin Research's brief review can be found in &#34;U.S. 20-Year Treasury Auction Ends in Disappointment&#34;...

CAM BTC

FA SAMSUNG BTC

iShares Bitcoin Trust ETF

WisdomTree Bitcoin Fund

XIAOMI-W

XIAOMI-WR

Xiaomi HK SDR 2to1

Xiaomi Corporation

Weak U.S. bond auction drags down U.S. stocks; Alibaba Digital Media and Entertainment rebrands | Today's important news recap

CP00079

DJTWW

Trump is back. Whether it's expelling immigrants, raising tariffs, cutting domestic taxes, or calling for interest rate cuts, the risk of secondary inflation is significant under the current tight balance of employment supply. Mr INFLATION PRESIDENT IS BACK! Under these circumstances, gold, which had surged earlier, $iShares Gold Trust(IAU.US) seems unlikely to experience a significant pullback. There are also no lingering concerns about cryptocurrencies, as the only pressure on them comes from regulatory risks. If Trump appoints regulatory-friendly officials to oversee digital currencies, Bitcoin will have nothing to worry about. $Digital currency concept(CP00079.US)

Digital currency concept

Trump Media & Tech

Trump Media & Tech - CW28

Bitcoin falls below $95,000

Iran's Cryptocurrency Activities Accelerated in 2025

Bitcoin Rises Tentatively in January as Geopolitical Uncertainty Boosts Its Appeal

Bitcoin price increased to 95,758.89 USD

Bitcoin Price Surges Above $94,725.85

Grayscale Updates List of Digital Assets Considered for Future Investment Products

Bitcoin Software Team Adds a New Developer for the First Time in Years

SEC Delays Crypto ETF Decisions and Seeks Public Feedback

BTC breaks above $92,000

Bitcoin Breaks Above $91,000, 24-Hour Increase of 0.32%

Betterment Offers Triple Bitcoin and Ethereum Deposit Bonuses

CFTC Reports Bitcoin Net Short Position at -734 Contracts as of Jan 6

Bitcoin Breaks Through $91,500

Cathie Wood Predicts U.S. Government May Directly Purchase Bitcoin for Strategic Reserve

Florida lawmakers push to establish strategic bitcoin reserve

Bitcoin price falls below $92,000

Bitcoin Drops Slightly but Remains Above $90,000

Bitcoin and Ethereum Prices Rise, Bitcoin Reaches a Three-Week High

Bitcoin breaks above 92,000 USD, up 1.55% intraday

Crypto Currency Market: Bitcoin, Ethereum and Others Price Fluctuations and Trading Volumes

Amesite

InMed Pharmaceuticals

Meiwu Tech

Co-Diagnostics

Phoenix Asia

Generation Income Properties

MetaVia

Rubico

Virax Biolabs

OceanPal

RIOT

BITB

BLOK

BITO

HODL

Junipero Capital has announced the full liquidation of its Hedge II vehicle, achieving a gross return of 4.60× MOIC and a net return of 3.86× DPI over an eight-month investment period. The fund focused on AI infrastructure and leveraged long positions in companies converting Bitcoin-mining facilities into AI data centers. Despite the successful outcome, the firm cautioned that past performance does not guarantee future results.

- Junipero Capital announced the full liquidation of its second Hedge Series vehicle, Junipero Capital Hedge II LLC, achieving a gross return of 4.60× MOIC and a net return of 3.86× DPI over an eight-month period.  
- The investment capitalized on demand for AI infrastructure and focused on companies converting Bitcoin-mining facilities into AI high-performance computing data centers, prioritizing those with substantial grid capacity and strong partnerships.  
- Although the strategy succeeded, the firm cautioned that such concentrated, short-duration investments involve significant risks and should not be viewed as indicative of future performance.

prnewswire

Riot Platforms

Bitwise Bitcoin ETF

Amplify Transform Data Sharing ETF

ProShares Bitcoin Strategy ETF

VanEck Bitcoin ETF

Coreweave

09:51 ETJunipero Capital Announces Full Liquidation of Hedge II

HSDT

GLXY

MARA

EZBC

BTCO

In Q1 2026, Pump.fun generated $124.7 million in revenue, making it Solana's top revenue source, despite a decline in memecoin activity. The market cap for Real World Assets (RWA) exceeded $2 billion.

- In the first quarter of 2026, Pump.fun generated $124.7 million in revenue, becoming the leading revenue source for Solana.  
- The Solana network experienced a decline in memecoin activity, yet its market capitalization for Real World Assets (RWA) exceeded $2 billion.  
- This indicates a shift in the network's financial landscape, highlighting the growing importance of RWA.

Unusual Whales

Solana

Hut 8 Mining

Galaxy Digital

Mara

Siren ETF Trust Siren Nasdaq NexGen Economy ETF

ARK 21Shares Bitcoin ETF

Franklin Bitcoin ETF

Bitwise Solana Staking ETF

CoinShares Bitcoin ETF

Fidelity Wise Origin Bitcoin Fund - ETF

Grayscale Solana Staking ETF

Invesco Galaxy Bitcoin ETF

Solana’s Q1 revenue boosted by Pump.fun, generating $124.7 million, accounting for one-third of total despite memecoin decline. RWA market cap exceeds $2 billion.

.NDX

Pre-market indexes show $SPY down 0.42%, $QQQ down 0.80%, and $IWM down 0.55%. Notably, $GOOGL is up 0.47%, while $HD reported an EPS miss at $3.43 vs. $3.62 estimated. Bitcoin is at $76.9K with a Fear & Greed index at 25. Attention is on $NVDA tonight.

- U.S. index futures are showing declines with $SPY down 0.42%, $QQQ down 0.80%, and $IWM down 0.55%.  
- In notable stock movements, $GOOGL is up 0.47%, while $HD reported an EPS miss of $3.43 against an estimate of $3.62.  
- Bitcoin prices are at $76.9K, with a fear and greed index reading of 25, as attention turns to $NVDA's performance tonight.

NASDAQ-100

Roundhill GOOGL WeeklyPay ETF

Vanguard Russell 2000

Direxion Daily NVDA Bull 2X Shares

T-Rex 2X Long Tesla Daily Target ETF

T-Rex 2X Long NVIDIA Daily Target ETF

Simplify Volt TSLA Revolution ETF

Direxion Daily TSLA Bull 2X Shares

SPDR S&P 500

First Trust NASDAQ-100 Equal Weighted

Proshares UltraPro QQQ

GraniteShares 2x Long TSLA Daily ETF

GraniteShares 2x Long NVDA Daily ETF

iShares Expanded Tech Software Sector ETF

Vanguard Russell 2000 Value

Invesco Nasdaq 100 ETF

Direxion Daily GOOGL Bull 2X Shares

iShares Russell 2000

Alphabet

NVIDIA

Pre-Market Snapshot Indexes: $SPY -0.42%  $QQQ -0.80%  $IWM -0.55% Mag 7: $GOOGL +0.47% leading  $NVDA +0.19%  $TSLA -0.13% Notable: $HD EPS miss ($3.43 vs $3.62 est.) Energy ETFs bid Bitcoin $76.9K, F&G at 25 (Fear) All eyes on $NVDA tonight.

Grayscale Bitcoin Trust BTC - ETF(GBTC.US)

09:51 ETJunipero Capital Announces Full Liquidation of Hedge II

Solana’s Q1 revenue boosted by Pump.fun, generating $124.7 million, accounting for one-third of total despite memecoin decline. RWA market cap exceeds $2 billion.

Pre-Market Snapshot Indexes: $SPY -0.42% $QQQ -0.80% $IWM -0.55% Mag 7: $GOOGL +0.47% leading $NVDA +0.19% $TSLA -0.13% Notable: $HD EPS miss ($3.43 vs $3.62 est.) Energy ETFs bid Bitcoin $76.9K, F&G at 25 (Fear) All eyes on $NVDA tonight.

Strive CEO Matt Cole Increases Bitcoin Holdings by $30.3 Million

CoinAnk Launches AI 2.0 with Enhanced Features

Bitcoin Down To $77,000 At Key Resistance Level: What Is Going On?

Key facts: ETF $1B Outflows; MSTR Buys 24,869 BTC; CLARITY Cuts $126B

Strive buys 382 bitcoin at average price of $79,348 each