Jefferies sees 30% upside in IREN as AI cloud outpaces data…
The call hinges on a structural shift: Jefferies argues IREN's higher-margin AI cloud revenue is growing fast enough to revalue the stock away from its data center leasing multiple.
Every crypto post from the last 24 hours.
The call hinges on a structural shift: Jefferies argues IREN's higher-margin AI cloud revenue is growing fast enough to revalue the stock away from its data center leasing multiple.
Panellists on this week's NFA Live argue that tokenized equities, a stalled Clarity Act and ECB hostility are siphoning momentum from crypto just as a seasonal soft patch sets in.
The same card network crypto was built to bypass is now the on-ramp for stablecoin spending — a structural inversion of the original disruption thesis, and a sign that rails beat ideology for…
The Hormuz chokepoint carries roughly 20% of global oil trade; its reopening removes an acute supply-shock risk that had been repricing energy markets and pressuring risk assets worldwide.
A single-hour wipeout of this scale signals forced selling across leveraged positions, not orderly profit-taking — the kind of cascade that can accelerate a move well beyond its fundamental trigger.
The denial closes off a circulating narrative that the US agreed to a large financial transfer to Iran, with no such deal on record.
The move puts BTC back below a key psychological level, testing near-term support as broader market sentiment remains cautious.
The Strait of Hormuz carries roughly 20% of global oil trade; its reopening removes an acute supply-disruption risk that had been pricing into energy markets.
The lawsuit puts a rare institutional spotlight on regulatory unpredictability in US derivatives markets, with CME arguing the CFTC shifted its stance without notice or justification.
A live heads-up final against two of the game's sharpest pros is the test bed the AI-agent world has been missing — and the leaderboard is fully public.
The departure closes a chapter in the Foundation's leadership transition — Wang had been on sabbatical while Bastian ran day-to-day operations, and her exit formalizes that hand-off.
Wang is the second co-executive director out the door this year, bringing senior departures at the EF to eight over five months — a brain drain the market is now pricing into ETH's competitive…
The Strait of Hormuz carries roughly 20% of global oil trade; its reopening removes one of the most acute geopolitical risk premiums hanging over energy and shipping markets.
The remarks carry political weight but no new policy mechanism — oil markets will watch whether the price trend holds or the statement is getting ahead of the data.
Bitdeer, CleanSpark and peers are diverting capital and infrastructure toward AI workloads, creating a structural tension between hashrate growth and the treasury models miners built during the last…
A decade after the most consequential smart-contract breach in crypto history, the Ethereum ecosystem has channelled the lesson into a $130 million security fund — a direct institutional response to…
Wang's departure removes one of two co-executive directors from the Foundation's leadership, raising fresh questions about governance continuity at Ethereum's central coordinating body.
The proposal wires stablecoin issuers into the Bank Secrecy Act alongside banks — and the dissent from Michael Barr signals the harder fight is in the secondary market, not the issuer.
The exchange is betting that wrapping on-chain routing in a familiar buy/sell interface is the lever that pulls the next wave of users off CEX rails and into DEX liquidity — and Solana is just the…
The July-Sept 2025 setup showed BTC near highs while dominance slid from 62% to 54%; the 2026 correction flipped the script, with dominance climbing back to 58-59% as speculative sectors bled.