William Blair Cuts Coinbase Forecasts, Eyes 2027 Rebound
The cut confirms a tough 2026 for the exchange, but the call that earnings bottom in H2 and rebound in 2027 frames the next eighteen months as cyclical, not structural.
Crypto business news — institutional moves, funding rounds, payments, partnerships, and country-level adoption.
The cut confirms a tough 2026 for the exchange, but the call that earnings bottom in H2 and rebound in 2027 frames the next eighteen months as cyclical, not structural.
Frederik Gregaard argues liability rules will push platforms toward identity vendors whose breaches already exposed TikTok and Discord users, and points to a privacy-preserving alternative already…
Over four years through April 2026, SOL's correlation with BTC sat at 0.72 versus ETH's 0.78, and SOL was also less tied to the S&P 500, the angle that matters for a portfolio sleeve, not a chart.
Single-fund flows, not a market-wide signal, but the direction is what a lot of institutional desks were already discussing — BTC positioning offloaded into ETH.
Sony's exploration is real and may sit inside a gaming payments story, but the leap from 'stablecoin plans' to a PlayStation product is still ahead of any announced integration.
DTCC's pilot brings the largest US post-trade utility into tokenized securities, with BlackRock, JPMorgan, Goldman Sachs, Vanguard, and NYSE on board ahead of an October launch.
The National Property Act rewrite folds virtual currencies and IP into the state balance sheet, while a 2027 bond tokenization pilot will plug into the Bank of Korea's CBDC infrastructure.
The L2 is paying the toll in ETH and settling back to mainnet, but a real re-rating of the asset still hinges on whether holders keep treating it as a productive yield-bearing reserve.
The consortium stablecoin's reserve-yield sharing model strikes at the core of Circle's economics, and arrives weeks before Coinbase's revenue-sharing renewal could reset the terms.
The commemorative coin marks the semiquincentennial, not a policy shift, and sits outside any crypto, Fed, or regulatory channel that moves markets.
The SEC's pilot lines up five of the heaviest names in US finance, turning tokenized Treasuries from a crypto-native experiment into plumbing the Street itself is willing to run.
The Depository Trust & Clearing Corp. just fired the starting gun on production-grade tokenization of US equities and Treasurys.
Miners have signed 19 hyperscaler deals worth $135B in two years, but only Core Scientific's CoreWeave contract clears the bar on returns. Cipher and TeraWulf sit at 4-5%.
The pipeline puts Stellar alongside Franklin Templeton and WisdomTree as a settlement layer for institutional tokenization, with private credit now the fastest-moving real-world asset class on-chain.
A co-executive director exit in February, nine senior departures, a June restructuring that cut 54 roles and 40% of the budget, and three new external bodies absorbing the work the foundation is…
The pledge covers every line, not just an algorithm layer, and it promises a separate, auditable check that the live system still matches the published code at any moment.
The 98% concentration shows Bitmine has effectively become an ETH yield vehicle, with Chairman Tom Lee projecting $284M annualized once the full treasury is staked.
320M users and a third of global CEX spot volume give Binance the distribution to mint a new product category every quarter.
When listing activity cools, the categories that flooded in first tend to get cleaned out first, and H1 2026 followed that pattern: DeFi, then GameFi, then memecoins.
The Ethereum staking line now carries the entire business: a year ago mining made Bitmine, today staking does, and chairman Tom Lee is projecting $284M annualized once the full ETH stack runs through…