<ul class="summary-bullets"><li>VanEck and Grayscale have filed proposed amendments to their spot BNB ETFs with the SEC.</li><li>According to Bloomberg ETF analyst James Seyffart, parallel filings indicate SEC engagement and a possible near-term launch, potentially making BNB the next crypto ETF in the U.S.</li><li>VanEck filed its fifth amendment, while Grayscale filed its second, addressing SEC staff comments on its proposed Nasdaq-listed GBNB product.</li></ul>VanEck and Grayscale have moved a step closer to launching their proposed spot BNB exchange-traded funds (ETFs), filing new amendments with the U.S. Securities and Exchange Commission (SEC).Grayscale and VanEck each filed amended S-1 prospectuses with the SEC, and these updates are pointing to a very near-term launch that could see BNB become the next spot ETF in the US, noted Bloomberg ETF analyst James Seyffart on<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/JSeyff/status/2055401022940381359?s=20"> X</a>.&nbsp;<figure class="image"><a class="st-link-external" href="https://x.com/JSeyff/status/2055401022940381359?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_17_at_5_17_17_AM_png_75d4b0ff91.webp" alt="Screenshot 2026-05-17 at 5.17.17 AM.png" width="798" height="1698"></a><figcaption>James Seyffart on BNB ETFs. Source: @JSeyff/x</figcaption></figure><a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/2066824/000162828026035722/vaneckbnbs-1a5.htm">VanEck's filing</a> is its fifth round of amendments, while the current amendment is the<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&amp;CIK=0002106762&amp;type=S-1"> second round</a> for Grayscale since the firm entered the race earlier this year. The amended filing from Grayscale mostly addresses SEC comments and suggests further progress toward a potential listing of the fund, which was proposed to trade on Nasdaq under the ticker GBNB. According to the filing, the creation and redemption process is whereby authorized participants can transact in-kind with BNB or in cash orders in baskets of 10,000 shares.<a href="https://stocktwits.com/coins/binancecoin">BNB’s price</a> was trading at $653, down over 1%in the last 24 hours. On Stocktwits, retail sentiment around BNB remained in the ‘bearish’ zone, while chatter stayed at ‘low’ levels over the past day.&nbsp;Neither application mentions staking, an omission that reflects ongoing regulatory uncertainty over whether staking yields apply to ETF-held assets, as seen prominently on Wall Street with the launch of the iShares Staked Ethereum Trust (ETHB) and the Bitwise Spot Hyperliquid ETF (BHYP).&nbsp;In May 2025, VanEck was the first U.S. asset manager to file for a spot BNB product. Grayscale filed its own S-1 in January 2026 with the intent to convert its existing BNB Trust into an ETF. BNB is the native token of BNB Chain and the main utility asset in the Binance ecosystem, used for trading fee discounts, token launches, and on-chain governance. BNB has a market cap of over $88 billion and is the third-largest crypto asset by market cap, behind Bitcoin (BTC) and Ethereum (ETH), at the time of writing.<h2 class="st-heading-2">Atkins-Era SEC Clears the Runway For Altcoin ETFs</h2>Under SEC Chair Paul Atkins, the agency has gone from its historically slow approach to crypto ETFs to actively clearing the runway after launching “Project Crypto” last year and approving generic listing standards that allow qualifying spot crypto products to skip the lengthy individual review process. Separately, Canary Capital has continued to push its proposal for <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/2064768/000199937125004423/canary-s1_041825.htm">a staked Tron (TRX) ETF</a>, aiming to bundle Tron staking rewards into a regulated investment vehicle.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-correlationnasdaq-2018-btc-bear-market/cZXnOg4Reks">Bitcoin's Correlation With Nasdaq Hits 2018 Lows, Analysts Clash Over Whether BTC Is Already In A Bear Market</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Representation of cryptocurrencies and Binance Coin logo displayed on a phone screen are seen in this illustration photo taken in Krakow, Poland on December 15, 2022. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

VanEck And Grayscale Vie For First-Mover Edge In BNB ETF Race 

Staking is not included in either application, reflecting regulatory caution as Canary Capital seeks a staked TRX ETF under the crypto-friendly Atkins-era SEC.

Cryptocurrency

Staking is not included in either application, reflecting regulatory caution as Canary Capital seeks a staked TRX ETF under the crypto-friendly Atkins-era SEC.


<ul class="summary-bullets"><li>Bitcoin remained under pressure near $78,000 despite bullish industry developments, deepening debate over whether BTC is stabilizing or extending a broader bear market.</li><li>Analyst Caleb Franzen said Bitcoin’s 52-week correlation with the Nasdaq-100 dropped to negative 45%, the lowest level since October 2018, calling it a “super rare environment” for BTC.</li><li>On-chain analysts pointed to continued long-term holder accumulation and Bitcoin’s “extremely oversold” positioning relative to gold as signs of underlying structural strength.</li></ul>Bitcoin is flashing a market signal not seen since October 2018, a near-perfect decoupling from the Nasdaq-100 even as its price hovers near $78,000 and traders are deeply divided on whether the worst is over.Crypto analyst CryptoBullet&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/CryptoBullet1/status/2055658940940091474?s=20">pointed</a> out similarities to the 2018 cycle, claiming that Bitcoin’s current pattern is very similar to the period around 220 days after the last cycle top — when BTC tested its 200-day moving average multiple times before finally breaking lower.<figure class="image"><a class="st-link-external" href="https://x.com/CryptoBullet1/status/2055658940940091474?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_16_at_1_16_27_PM_png_8df4cbf6e2.webp" alt="Screenshot 2026-05-16 at 1.16.27 PM.png" width="1056" height="1180"></a><figcaption>BTC comparison between 2018 and 2026 cycle. Source: @CryptoBullet1/x</figcaption></figure>At the same time, several analysts argued that underlying structural indicators continue pointing toward improving long-term conditions beneath the recent weakness.Market analyst Caleb Franzen&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/CalebFranzen/status/2055564836361146805?s=20">said</a> Bitcoin’s 52-week correlation with the Nasdaq-100 (NSDAQ) had fallen by 45%, the lowest since October 2018. “This is a super rare environment for Bitcoin,” Franzen wrote, noting that BTC had sharply decoupled from US technology stocks despite continued volatility across broader markets.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_16_at_1_23_04_PM_png_9599051e7a.webp" alt="Screenshot 2026-05-16 at 1.23.04 PM.png" width="954" height="1274"><figcaption>Bitcoin's correlation with the Nasdaq-100 has turned negative for the first time since October 2018. &nbsp;Source: @CalebFranzen/x</figcaption></figure><h2 class="st-heading-2">CLARITY Act Didn’t Pump Bitcoin</h2>Crypto trader Ivan on Tech&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/IvanOnTech/status/2055610930457620489?s=20">argued</a> that Bitcoin has remained in a bear market since October 2025, citing lower highs and lower lows across longer timeframes. “Bullish news don’t pump the market in the bear just like bad news don’t dump the market in a bull,” he wrote, arguing that recent catalysts like the&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/galaxy-research-head-clarity-act-trump-august/cZXneH8Rek8">CLARITY Act passing</a> with a bipartisan vote had failed to reverse Bitcoin’s broader trend.&nbsp;<figure class="image"><a class="st-link-external" href="https://x.com/IvanOnTech/status/2055610930457620489?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_16_at_1_20_44_PM_png_fcd92c7b3a.webp" alt="Screenshot 2026-05-16 at 1.20.44 PM.png" width="942" height="532"></a><figcaption>Crypto trader Ivan on Tech says Bitcoin has been in a bear market since October. Source: @IvanOnTech/x</figcaption></figure>However,&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> remained under pressure, trading at $78,140, posting a single-day drop of more than 1%. On Stocktwits, retail sentiment around BTC remained in the ‘bullish’ zone, while chatter stayed at ‘normal’ levels over the past day.<h2 class="st-heading-2">Improving Conditions</h2>Additional macro indicators also pointed toward improving positioning relative to hard assets.&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://charts.bitbo.io/btc-gold/">Data</a> from Bitbo showed Bitcoin stabilizing against gold after a sharp multi-month decline earlier this year, while market observer Julius&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/jv_finance/status/2055410960307814596">noted</a> that Bitcoin remained “extremely oversold relative to gold.”<figure class="image"><img src="https://news.stocktwits-cdn.com/Ku8_Wr_btc_vs_gold_chart_price_and_ratio_png_217d01ddd3.webp" alt="Ku8Wr-btc-vs-gold-chart-price-and-ratio-.png" width="1240" height="870"><figcaption>Bitcoin has shed roughly half its gold value from 2025 peaks. Chart: Stocktwits. Source: BitBo Charts</figcaption></figure>According to Julius, the BTC-to-gold liquidity ratio improved from negative 2.8 standard deviations three months ago to negative 2.0 standard deviations more recently, though the analyst argued Bitcoin still remained below fair value relative to gold markets.<h2 class="st-heading-2">Long-Term Holders Continue Accumulating</h2>On-chain analyst CryptoCon also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/CryptoCon_/status/2055343820162970086?s=20">pointed</a> to continued accumulation among long-term Bitcoin holders, defined as wallets that have held BTC for more than 1 year. “The more interested they get in buying, the more interested I get,” the analyst wrote, arguing that long-term holder positioning remains well below historical cycle-top extremes.<figure class="image"><a class="st-link-external" href="https://x.com/CryptoCon_/status/2055343820162970086?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_16_at_1_14_29_PM_png_664c84b27c.webp" alt="Screenshot 2026-05-16 at 1.14.29 PM.png" width="1060" height="1174"></a><figcaption>Bitcoin long-term holders surge. Source: @Cryptollica/x</figcaption></figure>For now, the market remains split between those viewing Bitcoin’s recent weakness as part of a longer-term accumulation structure and others who believe the asset has yet to experience the type of capitulation historically associated with durable cycle bottoms.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/spacex-ipo-retail-investors-ark-cathie-wood-robinhood/cZXn7c7Reko">Cathie Wood, Robinhood CFO Agree Current IPO System Has Failed Retail — And Point To SpaceX As Proof</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Bitcoin chart on virtual screen money concept.Gold bitcoins with graph chart and digital technology background. - stock photo

Bitcoin's Correlation With Nasdaq Hits 2018 Lows, Analysts Clash Over Whether BTC Is Already In A Bear Market

Crypto trader Ivan on Tech argued Bitcoin has remained in a bear market since last year, saying recent bullish catalysts failed to generate sustained upside momentum.

<ul class="summary-bullets"><li>According to Wood and Robinhood's Shiv Verma, breakout tech companies no longer go public early, allowing institutional investors to buy the steepest growth before retail investors.</li><li>SpaceX, worth $1.5 trillion to $2 trillion, is the most notorious example of non-accredited investors being excluded from its rise.</li><li>Both executives called the SEC's accredited-investor rule "antiquated," with Robinhood advocating a knowledge-based wealth test.</li></ul>Ark Investment Management CEO Cathie Wood and Robinhood Markets, Inc. finance chief Shiv Verma agree that the traditional IPO structure has completely failed, and SpaceX, valued at nearly $2 trillion before it even went public, proves it.In an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=WEui3l_qY80">interview</a> with Wood earlier this week, Verma argued that once massive wealth was generated for early investors in Amazon.com Inc., Alphabet, Inc., and Meta (formerly Facebook), leading tech companies remain privately held for long periods, institutional investors seize the highest growth gains ahead of time, and retail investors bear losses as a result."If you go back in history, Amazon, Google, and Facebook went public at hundreds of millions or single-digit billions. Today, you don't see that anymore," Verma said. "The early growth accrues to a small group of institutional investors."The most obvious example, Wood said, is SpaceX, which is valued at between $1.5 trillion and $2 trillion and may go public this year. She pointed out that over the past 25 to 30 years, the number of publicly listed U.S. companies has roughly halved, as founders avoid the bureaucracy and disclosure burden of being public.According to media reports, Elon Musk’s space exploration company&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/space-x-accelerates-timeline-for-its-ipo-valued-at-1-8-trillion-will-now-list-on-june-12-reports/cZXVNkmRekh">aims</a> to make its market debut as early as June 12 and has selected Nasdaq as its listing exchange.Both executives blamed the SEC’s recognized investor rule, which generally restricts access to private markets to those with a net worth of $1 million or annual income of $250,000. Verma called the wealth test “antiquated” and said Robinhood is pushing for a knowledge-based alternative that would let investors take a test to prove they understand the risks, regardless of income.Wood also pointed to the emergence of multi-layer special-purpose vehicles, or SPVs, in which preferred companies receive private allocations and then resell stakes, with fees piled three layers deep. "These fees upon fees are something that many investors, accredited or non-accredited, are not aware of," she said. In one case, Wood said, the company's management did not know that its equity had been rolled up into an SPV that was part of a public fund.Among the most closely watched retail vehicles for indirect exposure to SpaceX&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dxyz-nasa-xovr-spacex-exposure-next-week-ipo-filing/cZXlKFAReSo">include</a> Destiny Tech100 (DXYZ), Tema Space Innovators ETF (NASA) and ERShares Private-Public Crossover ETF (XOVR).<a href="https://stocktwits.com/coins/spacex-prestocks-2">SpaceX (SPACEX)&nbsp;</a>was the top trending ticker on Stocktwits, with retail sentiment improving to ‘extremely bullish’ from ‘bullish’&nbsp;a day earlier. Message volume also improved to ‘extremely high’ from ‘high’ levels over the past day.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_16_at_10_18_24_AM_png_90cf7cdb8d.webp" alt="Screenshot 2026-05-16 at 10.18.24 AM.png" width="1000" height="592"><figcaption>SPACEX retail sentiment on May 16 as of 11:23 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Structural Fixes Already In Motion</h2>Ark has a $750 million interval fund, ARKVX, which trades at net asset value and allows quarterly redemptions to fill the access void. Robinhood’s newly launched RV1 is a closed-end fund listed on the New York Stock Exchange with daily liquidity and no accreditation requirement.Wood and Verma also challenged the notion of “dumb money,” citing data showing that retail investors held onto IPOs longer than institutional investors. But without a change in the rules, warned Wood, the next Amazon will be built and owned without them.On April 14 of this year, the&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bull-hood-stocks-pop-after-hours-sec-scraps-day-trading-rule/cZJsHuQRIvX">SEC approved FINRA’s</a> proposed amendments to Rule 4210, which formally eliminated the $25,000 minimum equity requirement and the “pattern day trader” designation itself. A few days later, FINRA issued a notice stating that the new rule would take effect on June 4, 2026, giving brokerages up to 18 months to fully implement the changes.Among the other big IPOs this year are AI startups Anthropic and OpenAI, which make the immensely popular Claude and ChatGPT chatbots, both reportedly targeting trillion-dollar valuations.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/ai-crypto-galaxy-ceo-mike-novogratz-bitcoin-call/cZXncjiRekm">AI Is Stealing Crypto's Thunder, Says Galaxy CEO Mike Novogratz, But He's Sticking With A $100K Bitcoin Call</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The SpaceX logo appears on a mobile phone with a visual digital reflected background in this photo illustration in Brussels, Belgium, on February 15, 2026. (Photo by Jonathan Raa/NurPhoto via Getty Images)

Cathie Wood, Robinhood CFO Agree Current IPO System Has Failed Retail — And Point To SpaceX As Proof

Ark's ARKVX interval fund and Robinhood's NYSE-listed RVI closed-end fund aim to close the access gap.

SpaceX IPO Is Proof Retail Investors Are Locked Out: ARK’s Cathie Wood And Robinhood CFO

Equity

Ark's ARKVX interval fund and Robinhood's NYSE-listed RVI closed-end fund aim to close the access gap.


<ul class="summary-bullets"><li>Galaxy Research head Alex Thorn said the CLARITY Act has a 75% chance of becoming law in 2026 after the bill cleared the Senate Banking Committee.</li><li>Thorn outlined a timeline pointing to a potential Trump signature by early August, warning Congress has only nine weeks of Senate floor time before the August recess.</li><li>Solana Policy Institute President Kristin Smith offered a more cautious 60% probability of passage, saying “a lot can go wrong” despite growing bipartisan momentum.</li></ul>Galaxy Digital's (GLXY) Head of Research Alex Thorn said on Saturday that the CLARITY Act had a 75% chance of becoming law in 2026 after the bill cleared the Senate Banking Committee in a bipartisan 15-9 vote on Thursday.Writing in Galaxy Research’s weekly&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/intangiblecoins/status/2055630681208750395">brief</a>, Thorn said negotiations during the committee markup secured support from Senators Ruben Gallego (D-AZ) and Angela Alsobrooks (D-MD), reinforcing bipartisan backing for the crypto market structure bill as it advances toward a Senate floor vote. He described the hearing as the closest thing to “fireworks” a Senate committee vote can produce, noting that many in the crypto policy community had expected the process to devolve into a purely partisan outcome in the 24 hours leading up to the vote.<figure class="image"><a class="st-link-external" href="https://x.com/intangiblecoins/status/2055630681208750395" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_16_at_11_09_37_AM_png_1f835f000b.webp" alt="Screenshot 2026-05-16 at 11.09.37 AM.png" width="1090" height="886"></a><figcaption>Galaxy Research Head Alex Thorn on CLARITY Act. Source: @intangiblecoins/x</figcaption></figure>Thorn outlined a timeline pointing to a potential presidential signing during the week of August 3, with Senate floor debate expected to begin in mid-June and House-Senate reconciliation potentially concluding by late July. He warned that Congress has only nine weeks of Senate floor time before the August 10 recess, after which substantive legislation rarely advances during a midterm election cycle.Thorn also compared the combined significance&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/clarity-act-just-not-ready-says-warren-bitcoin-climbs-towards-81-k/cZX1H21ReSG">of the CLARITY Act</a> and last year’s GENIUS Act to the Securities Act of 1933 and Exchange Act of 1934, calling them the type of regulatory framework that “laid the foundation for 100 years of US capital markets dominance.”<h2 class="st-heading-2">Senate Timeline Tightens For Crypto Market Structure Bill</h2>Solana (SOL) Policy Institute President Kristin Smith&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=6gaff9lTMDA">offered</a> a more cautious read in an interview with Paul Barron on Friday, putting the probability of passage at 60%. "In theory, we have everything we need," she said. "But there's a lot that can go wrong,” she said.When Barron suggested that decentralized finance (DeFi) protections could be used as a "sacrificial lamb" in late-stage deal-making, Smith pushed back, arguing that centralized exchanges like Coinbase (COIN) and Kraken saw themselves as "gateways for DeFi" rather than replacements for it.&nbsp;<h2 class="st-heading-2">DeFi Protections Remain Key Negotiation Point</h2>Additionally, a16z crypto general counsel Miles Jennings&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/milesjennings/status/2055304958611005788?s=20">framed</a> Thursday's vote in sharper terms, calling the previous US regulatory approach to crypto "an abject failure" and positioning CLARITY as the correction.<figure class="image"><a class="st-link-external" href="https://x.com/milesjennings/status/2055304958611005788?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_16_at_11_11_29_AM_png_d4df2f2fc6.webp" alt="Screenshot 2026-05-16 at 11.11.29 AM.png" width="1060" height="1162"></a><figcaption>Miles Jennings on CLARITY Act. Source: <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/milesjennings">@milesjennings</a>/x</figcaption></figure><a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s (BTC) price</a> was trading around $78,094, down more than 1% over the past 24 hours, as investors continued watching US crypto legislation for signs of regulatory clarity and broader institutional adoption. On Stocktwits, retail sentiment around BTC remained in the ‘bullish’ zone, while chatter stayed at ‘normal’ levels over the past day.Prediction market Polymarket also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://polymarket.com/event/clarity-act-signed-into-law-in-2026">placed</a> the odds of the CLARITY Act being signed into law in 2026 at 68%, up sharply from 46% at the start of May, though still below Thorn’s 75% estimate.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/ai-crypto-galaxy-ceo-mike-novogratz-bitcoin-call/cZXncjiRekm">AI Is Stealing Crypto's Thunder, Says Galaxy CEO Mike Novogratz, But He's Sticking With A $100K Bitcoin Call</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The US Capitol in Washington, DC, US. Photographer: Graeme Sloan/Bloomberg

Galaxy Research Head Says CLARITY Act Could Reach President Trump’s Desk By August

Traders on Polymarket have increased the odds of the CLARITY Act becoming law in 2026 to 68%, as Alex Thorn called the markup “fireworks”.

Galaxy Research: CLARITY Act Could Hit Trump's Desk By August

Traders on Polymarket have increased the odds of the CLARITY Act becoming law in 2026 to 68%, as Alex Thorn called the markup “fireworks”.


<ul class="summary-bullets"><li>Galaxy Digital CEO Mike Novogratz said on Friday that crypto investors have been “disappointed” this year as Bitcoin lagged broader equity markets.</li><li>Speaking with Anthony Scaramucci, Novogratz said investor attention had shifted toward artificial intelligence and data centers, making crypto “less sexy” than before.</li><li>He also pointed to “agentic trading” and stablecoin payment rails as potential long-term growth areas for crypto infrastructure.</li></ul>Galaxy Digital Inc. (GLXY) Founder and CEO Mike Novogratz said on Friday that crypto investors have been “disappointed” this year, as Bitcoin (BTC) has failed to keep pace with broader equity markets despite continued institutional adoption.Speaking with SkyBridge Capital founder Anthony Scaramucci on the&nbsp;All Things Markets podcast, Novogratz&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=dcJkeK4kwN4">said</a> investor attention had increasingly shifted toward artificial intelligence (AI), data centers, and commodities, leaving crypto with less momentum than previous cycles, and that “crypto is less sexy than it was last year.”Novogratz further explained that Bitcoin had notably decoupled from the Nasdaq (NDAQ) during the latest equity rally, adding that BTC would historically have been expected to trade near all-time highs alongside US technology stocks. “Crypto investors have been disappointed this year,” the Galaxy Digital founder added.<h2 class="st-heading-2">Investor Attention Shifts Beyond Crypto</h2>According to Novogratz, both retail and institutional investors have increasingly rotated capital toward artificial intelligence-linked sectors as enthusiasm across digital assets cooled. “The attention of institutional players has shifted towards crypto right at the time when the attention of a lot of crypto retail has shifted to other things,” he said.The Galaxy Digital CEO added that Bitcoin had struggled to regain momentum despite broader equity markets continuing to rally, with BTC largely hovering around the $80,000 level over the past few weeks. As of writing,&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was trading at $78,075, down over 3% during the past 24 hours, and roughly 38% from its all-time high of $126,000 in late 2025. On Stocktwits, retail sentiment around BTC remained in the ‘bullish’ zone, while chatter stayed at ‘normal’ levels over the past day.Despite the recent price decline, Novogratz remained bullish on Bitcoin reaching $100,000 by the end of this year, even as he turned ‘bearish’ on gold outperforming BTC over the next 12 months and on Bitcoin becoming a formal US reserve asset before 2028.<h2 class="st-heading-2">AI Infrastructure Becomes New Market Focus</h2>Novogratz further explained that investor enthusiasm had increasingly shifted toward AI-related sectors, which have recently outperformed much of the crypto market.Galaxy has also&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/glxy-stock-rises-galaxy-digital-announces-200m-share-repurchase-program/cZbFSXnR4FX">expanded its exposure</a> to high-performance computing (HPC) and AI infrastructure through its Helios data center platform. Novogratz also pointed to AI-driven “agentic trading” as a potential long-term use case for blockchain-based payment rails and stablecoin networks, arguing that crypto infrastructure could increasingly support automated financial activity.<a href="https://stocktwits.com/symbol/GLXY">Galaxy’s stock</a> was down by 0.27% during after-hours trading. On Stocktwits, the retail sentiment around GLXY remained in the ‘bearish’ zone, while chatter around it stayed in the ‘low’ levels during the past day.&nbsp;However, Novogratz cautioned that broader crypto markets may need renewed investor engagement before regaining the momentum.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/satoshi-cited-blockchain-pioneer-bitcoin-cbdc/cZXnGCeRekS">Satoshi-Cited Blockchain Pioneer Calls Bitcoin The ‘First Inning’, Warns CBDCs Pose ‘Asymmetric’ Power Risk</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

CEO Galaxy Investment Partners Mike Novogratz speaks during the 2018 Yahoo Finance All Markets Summit at The Times Center on September 20, 2018 in New York City. (Photo by John Lamparski/Getty Images)

AI Is Stealing Crypto's Thunder, Says Galaxy CEO Mike Novogratz, But He's Sticking With A $100K Bitcoin Call

Galaxy Digital CEO expects Bitcoin to reach $100,000 by the end of this year, while remaining bearish on whether gold could outperform Bitcoin. 

<ul class="summary-bullets"><li>W. Scott Stornetta said during the Consensus conference that Bitcoin remains only the “first inning” of blockchain-based finance.</li><li>He said Ethereum, stablecoins, and Bitcoin layer-2 networks marked the later stages of blockchain innovation beyond Bitcoin.</li><li>Stornetta also warned that central bank digital currencies could create “asymmetric” power structures through centralized financial monitoring.</li></ul>W. Scott Stornetta, a blockchain pioneer and one of the most-cited authors in Satoshi Nakamoto’s original Bitcoin (BTC) whitepaper, said during an interview at the Consensus 2026 that Bitcoin was the “first inning of the game” in the broader evolution of blockchain-based finance.Speaking with David Lin, creator of The David Lin Report,&nbsp;Stornetta <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=m6h11zBx6MM">explained</a> that Satoshi Nakamoto built Bitcoin on the “early blockchain layer” developed by him and Stuart Haber, describing the original effort as an attempt to create “something new that could only be done with cryptographic protocols.”&nbsp;That foundational work was first laid out in their 1991&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://link.springer.com/article/10.1007/BF00196791">paper</a> "How to Time-Stamp a Digital Document," which won the 1992 Discover Awards, and is considered one of the most important papers in the development of cryptocurrencies.&nbsp;He further added that the foundational work he and Haber developed decades ago continues to underpin&nbsp;blockchain systems today by preserving the integrity of records linked across decentralized networks.<h2 class="st-heading-2">Blockchain’s Evolution Beyond Bitcoin&nbsp;</h2>Stornetta described Bitcoin as the starting point of a much larger technological shift, comparing the development of blockchain systems to innings in a baseball game. “We feel like Bitcoin has been a very positive step forward, but it’s in no sense the endgame,” he said. “We look at Bitcoin as kind of a first inning of the game.”<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was trading at $78,014, down by 3% during the past 24 hours. On Stocktwits, retail sentiment around BTC remained in the ‘bullish’ zone, while chatter stayed at ‘normal’ levels over the past day.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_16_at_6_17_37_AM_png_011cc3b699.webp" alt="Screenshot 2026-05-16 at 6.17.37 AM.png" width="1014" height="580"><figcaption>BTC retail sentiment on May 16 as of 6:16 a.m. ET | Source: Stocktwits</figcaption></figure>He also said that Ethereum (ETH) later expanded blockchain utility through smart contracts, while Bitcoin layer-2 networks and Ordinals introduced additional forms of functionality and indexing. Stornetta added that stablecoins may have pushed the crypto industry from the “third inning to the fourth inning,” calling them a “terrific example” of real-world value creation within blockchain networks.<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> was also down over 3%, trading at $2,172 during the past 24 hours. On Stocktwits, the retail sentiment around ETH remained in the ‘neutral’ zone, while chatter stayed at ‘normal’ levels during the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_16_at_6_18_48_AM_png_3f62ce47cd.webp" alt="Screenshot 2026-05-16 at 6.18.48 AM.png" width="1018" height="614"><figcaption>ETH retail sentiment on May 16 as of 6:16 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">CBDC Concerns Center Around Power</h2>Stornetta also addressed central bank digital currencies (CBDCs), saying the larger concern was not transparency itself but the concentration of power created when financial activity can be monitored by a centralized authority. He argued that the issue becomes problematic when governments or centralized institutions gather information asymmetrically.&nbsp;“If you were to ask me, is a CBDC that means the government can know everything about me but I don’t know reciprocally everything about the government a good thing? No, probably not,” he said.His comments come as the global CBDC landscape has expanded rapidly. According to the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.atlanticcouncil.org/cbdctracker/">Atlantic Council</a>, 146 countries and currency unions, representing over 98% of global GDP, are currently exploring CBDCs, up from just 87 in May 2022.&nbsp;Still, Stornetta said the risks stem more from centralized control than from the digital currency technology itself, adding that interoperable systems with balanced information access could reduce some of those concerns.Stornetta’s criticism of CBDCs is not new. In 2021, he co-authored a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3891861">report</a>,&nbsp; "Central Bank Digital Currencies and a Euro for the Future," that argued that future CBDC systems should preserve decentralization and privacy safeguards rather than concentrate financial oversight within centralized authorities.Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/tom-lee-crypto-boomer-moment-cycle-top/cZXVCEvRek1">Tom Lee Says ‘Boomer Moment’ Marks A Banking Revolution, Not A Market Top</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a visual representation of the digital Cryptocurrency, Bitcoin is on display in front of the Bitcoin course's graph on February 09, 2021 in Paris, France. (Photo illustration by Chesnot/Getty Images)

Satoshi-Cited Blockchain Pioneer Calls Bitcoin The ‘First Inning’, Warns CBDCs Pose ‘Asymmetric’ Power Risk

Stornetta said Satoshi built Bitcoin on the “early blockchain layer” co-developed by him, whose 1991 cryptographic timestamping paper later became foundational to blockchain technology.

<ul class="summary-bullets"><li>Tom Lee of Bitmine Immersion denied that crypto's "boomer moment" signals a top, saying ETF inflows are stable long-term capital.</li><li>Bitcoin remained the dominant store-of-value layer and Ethereum the computing layer due to its&nbsp; neutrality over bank-issued Layer 1s.</li><li>He predicted five of the world's ten largest banks will be digital-native in ten years, like Netflix disrupting studios.</li></ul>Tom Lee, of Bitmine Immersion Technologies, Inc. (BMNR), said on Friday that cryptocurrencies' so-called "boomer moment" was not a sign of a market top but rather a shift in banking infrastructure.<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=1S1TF3tMqvc">Speaking</a> on The Meb Faber Show, the Fundstrat co-founder pushed back on Jeffrey Gundlach's quip that "crypto is all about boomers now," saying that the capital flowing into crypto ETFs is stable long-term capital rather than speculative money. "The banks, who are the most powerful movers of money in the world, realize they can make a lot of money moving things on blockchains,” said Lee.While he acknowledged that the cryptocurrency market has “underperformed” in this current cycle, the industry’s underlying logic for structural development has never been more solid.&nbsp;<h2 class="st-heading-2">The Case Against A 'Too-Big-to-Fail' Blockchain</h2>Lee has sorted out two core use cases that drive financial institutions to implement blockchain. The first is the tokenization and instant settlement of real-world assets covering real estate and artworks, which enables 24x7 trading and new forms of collateral. The second is AI agents completing identity verification and holding digital wallets by relying on blockchain.&nbsp;Lee has long held a bullish view on the positioning of the two major public blockchains. He maintained his position that Bitcoin (BTC) will serve as the dominant value storage layer, while Ethereum (ETH) will act as the computing layer.Lee had argued that Ethereum's neutrality is its&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/ethereum-will-be-the-chain-you-can-rely-on-vitalik-buterin/cZBdSOJRIzl">main competitive advantage</a> over rival layer-1 chains. "Ethereum is a truly neutral chain. I don't think anyone ever feels that someone's got a fat finger tilting it in their favor," he said. "If one of the banks creates their own layer one, calling it, I don't know, too-big-to-fail bank layer-one blockchain, no one is going to feel that's a neutral blockchain."<a href="https://stocktwits.com/symbol/BMNR">BMNR’s stock&nbsp;</a>was down 0.2% in after-hours, after&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bmnr-risks-drop-below-20-while-retail-traders-turn-on-tom-lee/cZXm234RekP">closing below $20</a> on Friday. However, on Stocktwits, retail sentiment around BMNR remained in the ‘bullish’ zone, while chatter improved to ‘extremely high’ from ‘normal’ levels over the past day.He added that Tether, the largest stablecoin issuer in the world, earns an annual profit of 15 billion US dollars with only 300 employees, a performance that would rank it as the world’s eighth most profitable bank. Drawing on the same logic that Netflix used to disrupt the traditional film and television industry, Lee predicts that within a decade, five out of the world’s top ten banks will be native digital banks.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/gemi-stock-rallies-to-near-2-month-high-retail-traders-see-bargain/cZXmcb5RejC">GEMI Stock Rallies To Near 2-Month High – Retail Traders See ‘Bargain’ After Winklevoss Fund Values Shares At More Than Double Market Price</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Tom Lee Says ‘Boomer Moment’ Marks A Banking Revolution, Not A Market Top

Tom Lee said tokenization of real-world assets and AI-agent wallets as the main blockchain use cases for banks.

<ul class="summary-bullets"><li>The stake was worth $3.2 billion at current prices.&nbsp;</li><li>The sales came during the first quarter, according to a filing with the Securities and Exchange Commission.&nbsp;</li><li>Billionaire Bill Ackman’s Pershing Square bought 5.6 million MSFT shares.</li></ul>Microsoft (MSFT) founder Bill Gates’ charity foundation no longer holds any MSFT stock after disclosing on Friday the sale of its remaining $3.2 billion stake at current prices.&nbsp;In a Friday disclosure with the Securities and Exchange Commission, the trust—which serves as the endowment for the charity foundation of Microsoft co-founder Bill Gates—revealed that it sold its final 7.7 million shares during the first quarter. At current market prices, the offloaded stake is valued at approximately $3.2 billion.&nbsp;The transaction marks the complete exit from a stock that once heavily anchored the fund. As of March 2025, the trust held 28.5 million Microsoft shares, valued at $10.7 billion, accounting for roughly 26% of its overall portfolio. The fund’s sole trustee is Bill Gates, who has influence over investment decisions, though it’s managed by Cascade Asset Management.&nbsp;Gates announced last year that he was winding down the work of the Gates Foundation over a 20-year period and that all the fund’s assets would be spent by then.&nbsp;<h2 class="st-heading-2">Bill Ackman Of Pershing Square Acquires Stake In MSFT&nbsp;</h2>Billionaire hedge fund manager Bill Ackman on Friday revealed that his investment management firm, Pershing Square, has acquired a new stake in Microsoft Corp. (MSFT).Pershing Square’s 13F filings, showed that the firm purchased 5.6 million shares of Microsoft, which was valued at roughly $2.3 billion based on Friday’s closing price.&nbsp;&nbsp;Ackman said he had started building the position in Microsoft in February after the software giant fell in the wake of its second quarter (Q2) earnings.&nbsp;“We were able to establish our position at a valuation of 21 times forward earnings, broadly in line with the market multiple and well below Microsoft’s trading average over the last few years,” Ackman wrote. While Ackman didn’t note the size of his stake in the tech giant, he called it a “core holding.”&nbsp;Since hitting an all-time peak in&nbsp;Jul 1, 2025, Microsoft's stock has plummeted by over 26%. This decline was primarily sparked by anxieties that artificial intelligence might displace traditional software, alongside skepticism regarding whether the company's massive capital expenditure on AI will yield successful outcomes.<h2 class="st-heading-2">MSFT Retail View&nbsp;</h2>Retail Sentiment on Stocktwits was ‘neutral,’ and message volumes were ‘high.’&nbsp;The stock has lost 6.4% of its value over the past 12 months.Read More: <a href="https://stocktwits.com/news-articles/markets/equity/space-x-accelerates-timeline-for-its-ipo-valued-at-1-8-trillion-will-now-list-on-june-12-reports/cZXVNkmRekh3">SpaceX Accelerates Timeline For Its IPO Valued At $1.8 Trillion; Will Now List on June 12: Reports</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Bill Gates attends the Clinton Global Initiative 2024 Annual Meeting at New York Hilton Midtown

Bill Gates’ Foundation Sells Last Of Microsoft

Microsoft (MSFT) founder Bill Gates’ charity foundation no longer holds any MSFT stock after disclosing on Friday the sale of its remaining $3.2 billion stake at current prices.&nbsp;

The Gates Foundation Trust disclosed the sale of its remaining 7.7 million shares on Friday.

<ul class="summary-bullets"><li>While the fianlimab arm showed a numerical improvement in progression-free survival, the difference was not statistically significant, Regeneron said.</li><li>The company is continuing a separate late-stage trial comparing the same combination against Bristol Myers Squibb’s Opdualag.</li><li>The setback is a disappointment for Regeneron as it tries to carve out a position in the fast-growing melanoma immunotherapy market.</li></ul>Regeneron Pharmaceuticals (REGN) shares slipped marginally in after-hours trading on Friday after the company reported that its experimental drug fianlimab, combined with its approved medicine Libtayo, failed to meet the main goal of a pivotal late-stage melanoma trial.The late-stage study tested the combination against Merck’s blockbuster drug Keytruda in patients with advanced melanoma. While the fianlimab arm showed a numerical improvement in progression-free survival, the difference was not statistically significant, Regeneron said.In the high-dose arm, patients lived a median of 11.5 months without their cancer worsening, compared with 6.4 months for those on Keytruda alone. The lower-dose arm also fell short of statistical significance. No new safety concerns were reported, the company said.Regeneron said full results will be presented at a future medical meeting. The company is continuing a separate late-stage trial comparing the same combination against Bristol Myers Squibb’s Opdualag.The setback is a disappointment for Regeneron as it tries to carve out a position in the fast-growing melanoma immunotherapy market. Fianlimab plus Libtayo remains an investigational therapy with no approved indication yet.According to data from Koyfin, 22 of the 29 analysts covering REGN stock rate it ‘Buy’ or ‘higher’ while seven rate it ‘Hold’. The average 12-month price target on the stock is $875.31, representing a potential upside of about 25% from the last close.<h2 class="st-heading-2">How Did Retail Traders React?</h2>On Stocktwits, retail sentiment around REGN stock stayed within the ‘bearish’ territory over the past 24 hours, while message volume stayed at ‘high’ levels.A Stocktwits user opined that REGN is in a “short-term downtrend.”<stembedurl>https://www.stocktwits.com/JetSetRepeat/message/653557494</stembedurl><a href="https://stocktwits.com/symbol/REGN">REGN stock</a> has gained 19% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/cadl-stock-edges-up-after-hours-on-strong-extended-prostate-cancer-data/cZXVNHpRekL">CADL Stock Edges Up After Hours On Strong Extended Prostate Cancer Data</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Regeneron Pharmaceuticals company logo is displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

Regeneron’s Drug Combo Fails To Prove Superiority Over Merck’s Keytruda In Melanoma

The company tested its experimental drug fianlimab, combined with its approved medicine Libtayo, against Merck’s Keytruda in the trial. 

<ul class="summary-bullets"><li>Lucid’s head of communications Nick Twork said that his robotaxi ride was ‘impressive’ and ‘natural.’</li><li>Commercial deployment of the robotaxis is scheduled to begin in a major U.S. city, starting in the San Francisco Bay Area, later in 2026.</li><li>Earlier this week, Lucid executive Marc Winterhoff told the audience at the Financial Times “Future of the Car 2026” summit that the three-company agreement “is not limited to the U.S.”</li></ul>Lucid Motors (LCID) on Friday celebrated a major milestone in its autonomous vehicle push, announcing that one of its executives took their first Lucid-Nuro robotaxi ride, providing public confirmation that the partnership has moved into real-world testing.“Just took my first ride in a Lucid × Nuro × Uber robotaxi. Only nine months after announcing the partnership, it was impressive to experience how natural it already feels,” Lucid’s head of communications Nick Twork said.<figure class="image"><a class="st-link-external" href="https://x.com/ntwork/status/2055388199330144303?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_15_211104_png_9d3dbf630a.webp" alt="Screenshot 2026-05-15 211104.png" width="584" height="707"></a><figcaption>Twork's X Post</figcaption></figure>Twork said the ride felt seamless and represented “a big milestone for the teams involved and an exciting glimpse at what’s ahead.” The post included an image from inside the vehicle during the test ride and shows a human in both front seats, implying that the company has yet to conduct real-world testing without a driver to take over as needed.<h2 class="st-heading-2">LCID-UBER-NURO Deal</h2>Uber Technologies, Lucid Group, and Nuro announced a strategic partnership in July 2025 to launch a premium global robotaxi program exclusively on the Uber ride-hailing platform.The agreement was significantly expanded in April 2026, with Uber now committing to deploy at least 35,000 Lucid vehicles—including Gravity electric SUVs and models from the EV maker’s upcoming midsize platform—equipped with Nuro’s “Nuro Driver” autonomy system over six years across dozens of markets worldwide. These vehicles would be owned and operated by Uber or its third-party fleet partners. The collaboration aims to combine Lucid’s luxury vehicles with Nuro’s self-driving technology and Uber’s scale.Commercial deployment is scheduled to begin in a major U.S. city, starting in the San Francisco Bay Area, later in 2026.<h2 class="st-heading-2">Partnership Expansion Plans</h2>Lucid has positioned robotaxi development as a key growth driver as it seeks to move beyond low-volume luxury EV sales and generate new revenue streams in the emerging autonomous mobility market.Earlier this week, Lucid executive Marc Winterhoff told the audience at the Financial Times “Future of the Car 2026” summit that the three-company agreement “is not limited to the U.S.”“There are plans, which I cannot go into detail right now, but there are plans to go into other markets as well,” Winterhoff said. “Europe and certain countries in Europe are high on the list. That’s definitely on the roadmap.”He added that the partners are already preparing together, though the timeline will depend on regulatory approvals and certifications in each market. “The teams are working on that,” he said.<h2 class="st-heading-2">How Did LCID Retail Traders React?</h2>On Stocktwits, retail sentiment around LCID stayed within the ‘bearish’ territory at the time of writing, coupled with ‘low’ retail chatter.<a href="https://stocktwits.com/symbol/LCID">LCID stock</a> has fallen 78% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/cadl-stock-edges-up-after-hours-on-strong-extended-prostate-cancer-data/cZXVNHpRekL">CADL Stock Edges Up After Hours On Strong Extended Prostate Cancer Data</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Lucid Group, Inc. is displayed on a smartphone screen, with a stock market chart in the background, on May 4, 2025. (Photo illustration by Cheng Xin/Getty Images)

Lucid Confirms Real-World Robotaxi Testing With Nuro And Uber  

Uber Technologies, Lucid Group, and Nuro announced a strategic partnership in July 2025 to launch a premium global robotaxi program exclusively on the Uber ride-hailing platform.

SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Bankr is an advanced AI agent focused on simplifying the process of buying and selling digital assets. Bankr was the first AI agent on Farcaster to help you quickly buy all your favorites coins directly in the social. BankrCoin is the official coin of the agent and was deployed by Bankr itself directly in the Farcaster social feed. Fees from swaps go to support BankrCoin. Bankr is available on Farcaster and will soon be launching a private terminal, token recs, and limit orders on Base.

BankrCoin

BankrCoin is attracting significant attention as investors speculate on its AI-driven infrastructure and potential for long-term utility growth within the Base ecosystem. The community remains focused on accumulation and holding, viewing recent market dips as entry points for a project they believe is heavily undervalued relative to its sector peers.

Microchip Technology, Inc. engages in the provision of semiconductor products. It operates through the Semiconductor Products and Technology Licensing segments. The Semiconductor Products segment is involved in designing, developing, manufacturing, and marketing microcontrollers, development tools and analog, interface, mixed signal, connectivity devices, and timing products. The Technology Licensing segment offers license fees and royalties associated with technology licenses for the use of SuperFlash embedded flash and Smartbits one-time programmable technologies. The company was founded on February 14, 1989 and is headquartered in Chandler, AZ.

Microchip Technology, Inc.

Microchip Technology is trending as the community debates its recovery potential and valuation amid a challenging semiconductor cycle. Investors are closely monitoring its operational rebound following a recent cyberattack while weighing its long-term positioning in industrial, automotive, and data center markets.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is currently experiencing high volatility as investors navigate aggressive swings driven by a mix of geopolitical tensions, central bank policy concerns, and sector-specific earnings. Community sentiment is deeply polarized, with active debates centered on whether the current semiconductor rally is a sustainable AI-driven shift or a speculative bubble vulnerable to a sharp correction.

Bitwise XRP ETF - Common Shares Of Beneficial Interest

Bitwise XRP ETF

Community sentiment for XRP remains heavily influenced by the anticipated passage of the CLARITY Act, which investors believe will provide regulatory certainty and facilitate broader institutional integration for the token. Discussions are currently polarized between bulls who are actively accumulating on dips in expectation of a major price rally and skeptics who remain cautious due to historical price volatility and market structure concerns.

ASML Holding NV engages in the development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems. It includes lithography, metrology and inspection systems. The company was founded on April 1, 1984 and is headquartered in Veldhoven, the Netherlands.

ASML Holding NV - New York Shares

ASML Holding NV

ASML is trending as investors digest its latest earnings report, which featured raised full-year guidance and strong AI-driven demand, despite short-term concerns regarding export controls and semiconductor market volatility. Community members are actively debating the stock's long-term dominance in lithography against broader macro risks, with many traders closely monitoring the impact of AI infrastructure spending on equipment demand.

Direxion Shares ETF Trust - Direxion Daily Gold Miners Index Bull 2X ETF

Direxion Daily Gold Miners Index Bull 2X Shares

NUGT is experiencing intense volatility as traders debate whether the stock is primed for a parabolic breakout fueled by macro economic uncertainty and central bank gold accumulation or if it is currently overbought and facing a significant correction. Community discussion is heavily divided between long-term bulls positioning for a potential commodity supercycle and traders capitalizing on daily swings and technical indicators signaling a possible reversal.

Leidos Holdings, Inc. engages in providing services and solutions in the defense, intelligence, civil and health markets. It operates through the following three segments: Defense Solutions, Civil, and Health. The Defense Solutions segment provides services, solutions, and products focusing on digital modernization, mission systems and integration, command, control, computers, communications, intelligence, surveillance and reconnaissance technologies and services, maritime solutions, transformative software, analytics, intelligence analysis, mission support and logistics services, weapons systems and space systems and solutions. The Civil segment focuses on modernizing infrastructure, systems, and security. The Health segment offers solutions to federal and commercial customers that are responsible for the health and wellbeing of people worldwide including service members and veterans. The company was founded by John Robert Beyster on February 3, 1969 and is headquartered in Reston, VA.

Leidos Holdings Inc

Leidos Holdings, Inc. (LDOS) is drawing investor attention as it secures major defense and logistics contracts, including a notable multibillion-dollar airport security equipment sustainment deal. While the stock has faced volatility amid market concerns regarding government spending efficiency, the community remains divided, with bulls highlighting its robust backlog and role in critical defense modernization, while bears express caution over sector-wide downward trends.

The Charles Schwab Corp. is a savings and loan holding company, which engages in the provision of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail brokerage, investment advisory, and banking and trust services to individual investors, retirement plan and business services, as well as other corporate brokerage services, to businesses and employees. The Advisor Services segment provides custodial, trading, banking and trust, and support services to independent registered investment advisors, independent retirement advisors, and recordkeepers. The company was founded by Charles Robert Schwab in 1986 and is headquartered in Westlake, TX.

Charles Schwab Corp.

Charles Schwab is trending as investors weigh the stock's recent volatility against its aggressive expansion into crypto trading and AI-integrated wealth management tools. The community remains divided, with many traders discussing the firm's system reliability and restrictions, while others view the pullback as a buying opportunity given the company's strong long-term client asset growth.

Omeros Corp. operates as a biopharmaceutical company, which engages in the research, discovery, development, and commercialization of small-molecule and protein therapeutics targeting immunologic diseases. It also offers orphan indications targeting inflammation, coagulopathies, and disorders of the central nervous system. The company was founded by Gregory A. Demopulos and Pamela Pierce Palmer on June 16, 1994 and is headquartered in Seattle, WA.

Omeros Corporation

Omeros Corp

Omeros Corp is trending as investors digest the commercial launch progress of Yartemlea, supported by the recent assignment of a permanent reimbursement J-code that simplifies billing and hospital adoption. Community discussions center on the company's long-term potential, with bullish sentiment driven by the drug's first-in-class status for TA-TMA and anticipation of upcoming European regulatory catalysts.

Evolution Metals & Technologies Corp. engages in developing a global supply chain for critical minerals and materials. It focuses on automotive, renewable energy, and military and defense sectors. The company is headquartered in West Palm Beach, FL.

Evolution Metals & Technologies Corp.

Evolution Metals & Technologies Corp. Common Stock

Evolution Metals & Technologies is gaining momentum as investors eye the company's rare earth magnet production capacity and its strategic positioning within the domestic critical minerals supply chain. Community discussion centers on the stock's low-float structure and potential for volatility, with many users tracking its resilience compared to the broader mining sector.

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