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TD Cowen Maintains a Buy on Strategy Inc (MSTR), Keeps the PT
Yahoo Finance· 2025-09-16 15:42
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 13:50
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 11:15
交易概述 - Strive公司宣布战略性收购True North Inc 交易以极小现金完成[1] - True North公司现金流为正 交易协同效应预计将增强平台扩张且无需额外成本[1] - 该交易巩固了公司在数字资本与数字信贷新领域中比特币倡导的前沿地位[1] 管理层与治理结构 - 任命True North创始人Jeff Walton担任True North首席执行官及Strive首席风险官[2] - True North成员Ben Werkman将继续留任Strive董事会董事[2] 业务协同与拓展 - 交易开启True North媒体平台扩张新纪元 包括其"投资级比特币"播客与比特币国库思想领袖内容[2] - True North将利用Asset Entities先前构建的分销渠道扩大影响力[2] - 新播客第39集将于9月24日发布 显示内容生产连续性[3] 公司背景与业务规模 - Strive是首家公开交易的资产管理比特币国库公司 长期目标是通过提升每股比特币持有量跑赢比特币[4] - 通过全资子公司Strive Asset Management管理超过20亿美元资产($2 billion)[4] - 子公司自2022年8月推出首只ETF后持续扩张 为SEC注册投资顾问机构[4]
YouTuber Luke Damant lands in Iran, only crypto saved him
Yahoo Finance· 2025-09-14 14:44
伊朗货币体系与制裁影响 - 伊朗里亚尔极度通胀 1美元兑换约100万里亚尔[2] - 美国制裁导致伊朗被排除在SWIFT等全球银行系统外 Visa和万事达卡被禁止运营[2][3] - 里亚尔自2018年美国退出核协议以来贬值约90%[6] 外汇交易现状 - 外国游客需携带大量美元或欧元现金在街头兑换 无法使用银行或ATM[3] - 当地采用"toons"计价方式(去除里亚尔尾数零)增加外汇交易复杂性[4] - 机场存在按谷歌汇率(低于黑市汇率)行骗的兑换诈骗行为[2] 加密货币应用 - 比特币在部分场所被接受作为支付手段[5] - 2024年伊朗加密货币流出量达42亿美元 较2023年增长70%[6] - 加密货币成为居民规避冻结银行选项 保存储蓄和资金出境的重要渠道[6]
Interest Bearing Stablecoins May Not Necessarily Put Banks at a Disadvantage : Analysis
Crowdfund Insider· 2025-09-13 13:08
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 12:01
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 14:01
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 13:36
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 ...
TD Cowen Reaffirms Buy on Strategy (MSTR), Trims Target to $640
Yahoo Finance· 2025-09-11 07:31
Strategy Inc. (NASDAQ:MSTR) is one of the best multibagger stocks to invest in right now. The company positions itself as the world’s largest Bitcoin Treasury Company, a strategy shaped by CEO Michael Saylor’s view that bitcoin will replace gold as a non-governmental store of value. As of the end of July, the company held 628,791 bitcoins on its balance sheet, valued at about $70 billion at current prices. TD Cowen Reaffirms Buy on Strategy (MSTR), Trims Target to $640 Photo by Jievani Weerasinghe on Uns ...
Kindly MD (NAKA) Soars 77% as Unit Enters Bitcoin Treasury Ops
Yahoo Finance· 2025-09-10 15:59
We recently published 10 Stocks With Eye-Popping Gains — 1 Surges 3,000%. Kindly MD, Inc. (NASDAQ:NAKA) is one of the top performers on Tuesday. Kindly MD jumped by 77.19 percent on Tuesday to end at $8.08 apiece as investor sentiment was bolstered by its subsidiary’s $30 million investment in a Japan-based Bitcoin treasury. In a statement, Kindly MD, Inc. (NASDAQ:NAKA) said its subsidiary, Nakamoto Holdings Inc. is investing in Metaplanet Inc., Japan’s first Bitcoin treasury company. The transaction mar ...