Blockonomi

TLDR:

Ripple Treasury is the first TMS to embed native digital asset capabilities directly into an enterprise platform.

Digital Asset Accounts support XRP and RLUSD with 15-decimal precision and automated real-time transaction recording.

Unified Treasury connects multiple custodians via ClearConnect, giving CFOs one real-time dashboard for all positions.

Ripple’s 2026 survey found 72% of finance leaders say a digital asset solution is now needed to stay competitive.

Ripple Treasury has officially launched Digital Asset Accounts and Unified Treasury. The launch marks the first native digital asset capabilities embedded in an enterprise treasury management system.

CFOs and their teams can now view, hold, and manage both fiat and digital assets in one place. It follows Ripple’s 2025 acquisition of GTreasury, which brought over 40 years of enterprise treasury expertise. Multiple customers completed beta testing ahead of the April 1 global launch.

Digital Asset Accounts Integrate Onchain Balances Into Enterprise Treasury Workflows

Digital Asset Accounts allow treasury teams to create and manage a regulated digital asset account directly within the platform.

No external setup, third-party custody relationship, or separate system is required. XRP and Ripple USD (RLUSD) balances appear alongside cash accounts in real time.

The platform applies live fiat valuation, refreshed within seconds of each transaction. Exchange rates come from leading market data providers and update automatically.

The system also works across multiple data providers simultaneously, maintaining accuracy during volatile market conditions. Teams no longer need manual calculations or separate tools for valuation.

Transactions are recorded with 15-decimal precision, capturing onchain amounts exactly as they exist. This prevents rounding errors that typically cause reconciliation gaps.

An automated audit trail is generated for every transaction, supporting finance and control teams. Treasury managers maintain full control of records without relying on external reconciliation tools.

Each record captures the native notional amount, fiat equivalent, and market price at the moment of the event. This provides a complete, time-stamped transaction history without manual data entry. The automated recording process also supports compliance across multiple reporting frameworks.

Renaat Ver Eecke, SVP of Ripple Treasury, spoke on the shift in how CFOs now approach digital assets. “Digital assets have arrived at the CFO’s desk, and the question has shifted from whether to engage to how to do so advantageously without disrupting existing operations,” he said.

From the moment GTreasury became @Ripple Treasury, we’ve been building to this – giving Corporates a clear, trusted entry point into digital assets. With the addition of Digital Asset Accounts and Unified Treasury, Ripple Treasury gives the office of the CFO a trusted, single…

— Renaat Ver Eecke (@rvereecke) April 1, 2026

He added that the platform gives the office of the CFO a trusted place to hold and manage digital and fiat assets, with no separate interface or new workflows needed.

Unified Treasury Gives CFOs Real-Time Visibility Across All Liquidity Positions

Unified Treasury consolidates digital asset and cash positions into a single real-time dashboard. Teams holding assets across multiple custodians can connect providers through Ripple Treasury’s ClearConnect connectivity layer.

This layer is the same one already used for existing bank integrations within the platform. No new infrastructure or changes to current banking arrangements are required.

API connectivity to digital asset providers can be completed in minutes through the platform. Once connected, balances reflect automatically as transactions occur onchain.

Treasury teams no longer depend on manual imports or batch data processing to see positions. This also eliminates delays that have made digital asset reporting difficult for corporate finance teams.

Market rates are applied to digital asset balances in the reporting currency of each organization’s choice. No separate data sources or manual currency conversions are required.

The entire process runs automatically within the system, streamlining day-to-day operations. This gives treasury teams in different regions a consistent reporting experience.

Mark Johnson, VP of Global Product at Ripple Treasury, described the core design principle behind both capabilities. “The design principle behind both capabilities is that digital assets should behave exactly like cash within the platform,” he said.

Johnson further noted that treasury teams should not have to think about whether a balance is onchain or in a bank account. “They should simply see their position,” he added.

Ripple’s 2026 survey of 1,000+ global finance leaders found that 72% now consider a digital asset solution a competitive necessity.

Most, however, lack a starting point that fits within current workflows. Stablecoins processed $33 trillion in volume last year, rising 72% from 2024, showing strong demand already in the market.

The post Ripple Treasury Becomes First TMS to Offer Native Digital Asset Capabilities for Corporate CFOs appeared first on Blockonomi.

TLDR:

Paradigm partner Arjun Balaji has been leading the trading terminal project since late 2025 for pro traders.

The firm is exploring prediction market indexes by bundling multiple markets into one single tradable product.

Kalshi, backed by Paradigm, has raised at least $1 billion, pushing its valuation to a record $22 billion.

Paradigm is raising up to $1.5 billion for a new fund expanding beyond crypto into AI and robotics sectors.

Paradigm, the prominent crypto venture capital firm, is developing a prediction markets trading terminal, sources say.

Partner Arjun Balaji has been leading the project since late 2025. The terminal targets professional traders and market makers. Paradigm has declined to comment on the initiative.

This move comes as mainstream financial institutions rush to capitalize on prediction markets’ growing popularity across sports, elections, and crypto pricing.

Paradigm Eyes Market-Making and Index Products

Beyond the trading terminal, Paradigm is weighing whether to establish an internal market-making desk. Two sources confirmed the firm has actively discussed this possibility. A market-making desk would position Paradigm as a direct participant, not just an infrastructure builder.

Separately, a third source says Paradigm is working with researchers on prediction market indexes. The concept involves bundling multiple prediction markets into one tradable product.

Paradigm is developing a prediction markets trading terminal, according to sources, with partner Arjun Balaji leading the initiative since late 2025, targeting professional traders and market makers; the firm is also considering establishing an internal market-making desk and… pic.twitter.com/QR1SaM1Yog

— Wu Blockchain (@WuBlockchain) April 1, 2026

This mirrors how the S&P 500 packages hundreds of stocks into a single instrument. The firm has already started collecting prediction market data into a public dashboard.

Sources familiar with the matter noted that Balaji has been working on the terminal project since late 2025. They spoke on condition of anonymity to discuss private business dealings. Paradigm’s spokesperson declined to comment when approached for a response.

This activity places Paradigm squarely inside a rapidly growing sector. Prediction markets have become one of Silicon Valley’s most discussed areas over the past year. Traditional financial players are also moving in, adding further competitive pressure.

Kalshi and Polymarket Drive Sector Valuations Higher

Paradigm has been a consistent backer of Kalshi, one of the two dominant prediction market platforms. The firm joined three successive Kalshi fundraising rounds in 2025. Paradigm also led a December round that valued Kalshi at $11 billion.

Kalshi has since raised at least $1 billion in new financing, bringing its valuation to $22 billion. Paradigm co-founder Matt Huang sits on Kalshi’s board of directors.

One source confirmed that Paradigm’s trading terminal is “not competitive with Kalshi’s platform,” drawing a clear line between the two products.

Rival platform Polymarket is also seeing sharp valuation growth. The Wall Street Journal reported Polymarket is in talks to raise at a roughly $20 billion valuation.

A new venture firm focused entirely on prediction markets has also emerged, backed by the CEOs of both platforms.

Paradigm’s prediction markets push fits within a wider expansion beyond crypto. The firm is raising up to $1.5 billion for a new fund covering AI and robotics alongside digital assets.

The Wall Street Journal recently reported on the fund’s broader scope, marking a clear shift in Paradigm’s investment direction.

The post Paradigm Is Building a Prediction Markets Trading Terminal Targeting Professional Traders appeared first on Blockonomi.

TLDR:

tZERO and Stobox signed an MOU to connect tokenization infrastructure with regulated secondary market access.

Stobox holds a VASP license in Europe and supports compliant exempt securities offerings across the United States.

tZERO operates a regulated broker-dealer and ATS providing custody, trading, and settlement for digital asset securities.

Both firms plan to explore expanded opportunities as Stobox grows its global footprint in tokenized asset markets.

tZERO and Stobox have signed a Memorandum of Understanding to align their capabilities in primary issuance and regulated trading.

The partnership connects tokenization infrastructure with compliant brokerage and secondary market environments.

As tokenized securities grow in demand, issuers need solutions beyond basic issuance. This collaboration targets distribution, investor access, and liquidity in a structured and regulated manner.

Bridging Tokenization Infrastructure and Regulated Markets

tZERO operates a regulated broker-dealer and alternative trading system, known as an ATS. Its infrastructure supports issuance, custody, trading, and settlement of digital asset securities.

The company provides institutional-grade access to blockchain-powered financial markets. This positions it as a key link between tokenization technology and regulated capital markets.

Stobox, on the other hand, focuses on structuring and issuing compliant digital securities. It supports exempt offerings in the United States under applicable regulations.

@tZERO and Stobox Partner to Advance Regulated Market Access for Tokenized Securities

This collaboration marks an important step toward bridging tokenization infrastructure with regulated secondary markets, enabling issuers to move from asset structuring to compliant trading… pic.twitter.com/dXK9ARAi1l

— Stobox (@StoboxCompany) March 31, 2026

In Europe, it operates under a Virtual Asset Service Provider license. Its platform prepares tokenized assets for interaction with broader financial ecosystems.

The MOU reflects both companies’ focus on building end-to-end solutions for the digital securities market. Issuers today require a connected path from asset structuring to compliant trading environments.

The partnership directly addresses that gap in the market. It allows both firms to operate in a more compliant and coordinated manner.

tZERO CEO Alan Konevsky stated the company’s goal clearly. “Our infrastructure solutions and partner network seek to deliver integrated market solutions that bridge tokenization technology services to compliant issuance, distribution, trading, and custody,” he said.

Konevsky added that closer alignment across these nodes supports the next phase of market development.

Expanding Regulated Access for Digital Securities

Ross Shemeliak, Co-Founder of Stobox, noted the broader shift taking place across the industry. “Digital securities need a clear path from issuance to market access,” he said.

This reflects the growing demand for more structured and regulated infrastructure in the tokenized asset space. The partnership moves in that direction with a shared framework for collaboration.

Both companies intend to explore further opportunities as the relationship develops. Stobox is advancing its global footprint, and tZERO sees fintech platforms as a key target segment.

Together, they aim to support issuers operating across different markets and jurisdictions. Each organization, however, will continue to operate independently within its own scope.

The tokenized securities market continues to attract attention from institutional and retail participants alike. Access to secondary market liquidity remains one of the main challenges for issuers.

Partnerships like this one work to remove those barriers through regulated and compliant channels. The market is moving toward more interconnected infrastructure, and this MOU reflects that direction.

The post tZERO and Stobox Sign MOU to Connect Tokenized Securities with Regulated Trading Markets appeared first on Blockonomi.

TLDR

Bitcoin price rose 3% in 24 hours and moved back above $68,000.

The 365-day average profitability remains high at 87.5%, showing no full market reset.

Analysts said past bear markets saw the long-term average drop near 63.8% before recovery.

Current data shows 66.4% of the Bitcoin supply remains in profit despite recent declines.

Bitcoin continues to trade above the $54,000 Realized Price level.

Bitcoin (BTC) price opened in April above $68,000 after a 3% daily gain, yet the broader trend remains downward. On-chain data shows long-term profitability remains elevated despite recent declines. Analysts state the market has not completed the deep reset seen in prior bear cycles.

Bitcoin Price Holds Above $68,000 as Long-Term Profitability Stays Elevated

Bitcoin price climbed 3% in 24 hours and traded above $68,000 at press time. However, price action still reflects a prevailing downtrend across higher time frames. Short-term rebounds continue, yet broader market pressure persists.

CryptoQuant analyst Axel Adler Jr. said profitability metrics have not reached prior bear market lows. He stated that 66.4% of the Bitcoin supply remains in profit as of April 1, 2026. Meanwhile, the 30-day moving average stands at 69.1%, which reflects reduced short-term gains.

Bitcoin Profit Structure Has Not Reset Yet

“As long as the long-term average holds near 87.5%, this is better described as a prolonged cyclical correction with elevated two-way volatility, rather than a full bearish-phase reset.” – By @AxelAdlerJr pic.twitter.com/QWI3CfrmC3

— CryptoQuant.com (@cryptoquant_com) April 1, 2026

Adler highlighted the 365-day moving average, which remains elevated at 87.5%. He said previous cycles saw this metric fall sharply before full recovery phases began. In late 2017, the indicator reached 96% before dropping to 63.8% by May 2019.

He explained that this earlier decline confirmed a complete market reset. In contrast, the current 365-day average has not approached those historical lows. Therefore, long-term holders still retain strong profitability levels despite ongoing drawdowns.

Historical Reset Levels and Realized Price at $54,000 Remain Key Reference Points

Adler compared the current downturn with corrections in September 2023 and September 2024. He said those pullbacks weakened short-term profitability but left long-term averages intact. The 2026 decline pushed the metric down to 55.7%, while the 30-day average fell to 66.7%.

Despite deeper losses this year, the 365-day average remains near 87.5%. Adler stated, “As long as the 365DMA stays elevated, the market resembles an extended correction.” He added that a full capitulation phase would require a sharper long-term profitability drop.

Separately, analyst Ardi reviewed Bitcoin’s seasonal performance trends since 2014. He reported that April ranks as the third-strongest month historically, with a 9.1% average return. However, he said market context matters because 2026 reflects bear market conditions.

Ardi cited April 2014, when Bitcoin declined 2%, and April 2022, when it fell 18.7%. He also referenced April 2018, which delivered a 35.7% rebound within a broader downturn. According to him, strong monthly averages do not override prevailing trends.

CryptoQuant analyst Tugce focused on Bitcoin’s Realized Price, currently near $54,000. She said Bitcoin historically falls below this level before forming major cycle bottoms. Tugce stated, “The $54,000 area represents a key historical threshold during bear phases.”

She added that price could trade below the Realized Price for an extended period. Historical data shows previous bear markets reached that stage before recovery began. Bitcoin continues to trade well above $54,000 as of the latest market update.

The post Bitcoin Price Holds Firm Without Historic Profit Reset appeared first on Blockonomi.

TLDR

EDX Markets has applied for a national trust bank charter with the Office of the Comptroller of the Currency.

The charter would allow the company to offer regulated custody, asset management, and principal trading services.

The exchange plans to separate custody and settlement functions from its trading operations.

Chief executive Tony Acuña-Rohter said the trust charter would help serve institutional clients.

The move follows conditional trust charter approvals granted to Circle and Ripple in December.

EDX Markets has filed for a national trust bank charter with the Office of the Comptroller of the Currency. The application would allow the crypto exchange to expand custody and settlement services under federal oversight. The move marks a direct step toward deeper integration with the US banking system.

Citadel-Backed Platform Seeks Federal Trust Status

EDX Markets submitted its application on April 1, according to public filings. The company seeks approval to operate as a national trust bank under OCC supervision. The charter would permit custody, asset management, and principal trading within a regulated structure.

JUST IN: A Bitcoin & crypto exchange backed by Citadel Securities applied to be a national trust bank pic.twitter.com/Ta9MNK7Mng

— Bitcoin Magazine (@BitcoinMagazine) April 1, 2026

The exchange stated that the new structure would separate custody and settlement from trading functions. It argued that combining brokerage, exchange, and custody roles creates conflicts and operational risk. Therefore, it aims to align its operations with traditional financial market models.

EDX Markets operates an institutional crypto platform backed by Citadel Securities and other financial firms. The company said the trust charter would strengthen safeguards for client assets. It added that federal supervision would support secure custody and settlement systems.

Chief executive Tony Acuña-Rohter said large banks will shape the next stage of digital asset adoption. He stated, “Obtaining a trust charter positions us to meet institutional demand for regulated custody.” He added that the structure supports clients requiring compliant asset management services.

The company maintained that the trust model reflects established practices in equities and derivatives markets. In those markets, exchanges, brokers, custodians, and market makers operate separately. EDX Markets said this separation limits conflicts between trade execution and asset custody.

Application Reflects Policy Shift Toward Digital Assets

The filing comes as federal regulators show greater openness to crypto firms entering the banking system. Several companies have sought national trust charters in recent months. Regulators have reviewed these applications under existing banking laws.

In December, regulators granted conditional approvals to Circle Internet Group and Ripple. Those approvals allowed both firms to pursue trust bank operations under federal supervision. The decisions placed custody and asset management within the regulatory perimeter.

EDX Markets stated that its proposed structure would reduce systemic risk across crypto platforms. It said separating custody and trading functions strengthens protections for client funds. The firm emphasized that regulated settlement systems improve operational transparency.

Founded in 2022, EDX Markets built its platform for institutional investors entering digital assets. Backers include Citadel Securities, Virtu Financial, Fidelity Digital Assets, and Hudson River Trading. The exchange designed its order-matching system to mirror traditional market infrastructure.

National trust banks can hold client assets and manage portfolios under OCC oversight. They can also provide fiduciary and custody services within federal rules. EDX Markets confirmed that it will continue operating its existing order-matching platform during the review process.

The post Citadel-Backed EDX Applies for National Bank Charter appeared first on Blockonomi.

TLDR

BlackRock assigned the ticker $BITA to its proposed iShares Bitcoin Premium Income ETF.

The company filed an amended S-1 registration statement for the new Bitcoin fund.

The ETF will combine spot Bitcoin exposure with a covered call options strategy.

Eric Balchunas said BlackRock has not set a management fee and estimated 38 basis points.

The fund plans to hold Bitcoin-linked assets, including shares of IBIT.

BlackRock has advanced its Bitcoin product range by assigning the ticker $BITA to a new income-focused ETF. Bloomberg ETF analyst Eric Balchunas confirmed the update on X and referenced an amended S-1 filing. The product will combine spot Bitcoin exposure with an options overlay strategy.

BlackRock Advances Bitcoin Premium Income Structure

BlackRock plans to list the fund as the iShares Bitcoin Premium Income ETF under the ticker $BITA. Eric Balchunas stated on X that the firm filed an amended S-1 registration statement. He described the fund as a sequel to the company’s existing Bitcoin ETF lineup.

We got a ticker for the upcoming iShares Bitcoin Premium Income ETF: $BITA They just filed an amended S-1 for this highly anticipated sequel. No fee yet tho. My over/under is 38bps. pic.twitter.com/PuRJqRijLy

— Eric Balchunas (@EricBalchunas) April 1, 2026

He added that BlackRock has not set a management fee for the product. However, he placed his “over/under” estimate at 38 basis points. The company has not announced an official launch date.

The proposed ETF will hold Bitcoin-linked assets, including shares of the iShares Bitcoin Trust. The trust trades under the ticker IBIT and provides spot Bitcoin exposure. The new strategy will also write covered call options on those holdings to generate premium income.

According to prior SEC filings, the structure aims to deliver income while tracking Bitcoin’s price performance. The fund will reflect Bitcoin returns net of expenses. BlackRock designed the ETF to expand beyond passive exposure into yield-based strategies.

The filing shows that the fund will combine direct exposure with an income-generating overlay. The approach mirrors covered call equity ETFs that seek steady option premiums. BlackRock continues to broaden its institutional crypto offerings through structured products.

Morgan Stanley Moves Forward With MSBT Listing

Morgan Stanley has progressed with its own spot Bitcoin ETF under the proposed ticker MSBT. The New York Stock Exchange issued a listing notice earlier this year. If approved, MSBT would mark the first spot Bitcoin ETF issued by a major U.S. bank.

The trust will hold Bitcoin in custody and allow brokerage clients to access spot exposure. Coinbase Custody will safeguard the Bitcoin in cold storage. BNY Mellon will manage administration, transfer agency services, and cash operations.

Filings revealed that MSBT will carry a 0.14% annual expense ratio. That fee undercuts BlackRock’s iShares Bitcoin Trust, which charges about 0.25%. The competitive pricing may support distribution within Morgan Stanley’s wealth platform.

Morgan Stanley oversees trillions in client assets across its advisory network. The firm plans to seed the ETF with about 50,000 shares valued at about $1million. The structure aligns with existing U.S. spot Bitcoin ETFs.

Recent data shows that U.S. spot Bitcoin ETFs have attracted tens of billions in inflows since launch. Asset managers continue to compete on fees and product design. Regulators have not yet announced final approval dates for either $BITA or MSBT.

The post BlackRock Files $BITA for Bitcoin Income ETF Strategy appeared first on Blockonomi.

TLDR

Arizona advanced Senate Bill 1649 to a full House floor vote after clearing the House Rules Committee.

The bill would allow the state to create a Digital Assets Strategic Reserve Fund.

The proposal permits Arizona to retain seized cryptocurrencies instead of auctioning them.

The legislation names XRP, Bitcoin, Monero, NEAR Protocol, and Nano as eligible assets.

Lawmakers set criteria to assess adoption levels and transaction activity for reserve assets.

Arizona lawmakers advanced Senate Bill 1649 to a full House vote after clearing the House Rules Committee. The proposal would allow Arizona to retain seized digital assets in a state-managed fund. The measure names XRP, Bitcoin, and Monero as eligible assets under defined standards.

Arizona Crypto Reserve Plan Names XRP as Eligible Asset

The House Rules Committee approved SB1649 with eight votes in favor. As a result, the bill now heads to the full House for consideration. Lawmakers introduced the measure to create a Digital Assets Strategic Reserve Fund. The proposal allows the state to keep digital assets obtained through forfeiture or surrender. Currently, agencies auction most seized cryptocurrencies.

State Senator Mark Finchem introduced SB1649 earlier this session. The Senate Finance Committee passed the bill with a 4–2–1 vote. Lawmakers set criteria to determine which assets qualify for the reserve. The criteria review adoption rates, annual transaction volume, and ecosystem development. The bill lists XRP, Bitcoin, Monero, NEAR Protocol, and Nano as eligible assets.

The proposal authorizes the State Treasurer to manage the reserve fund. The Treasurer may invest holdings to generate returns for the state. However, the bill requires that investment actions do not increase financial risk. Lawmakers included this provision to guide fund management practices.

If the House approves SB1649, the bill will move to the governor’s desk. The governor may sign the measure into law or veto it. Lawmakers placed the bill on the House calendar following the committee vote.

Bitcoin and Monero Included in Arizona Reserve Framework

SB1649 identifies Bitcoin as a primary digital asset for the reserve. Lawmakers also included Monero under the eligibility framework. The bill groups these assets with XRP under a defined fair value threshold. This threshold evaluates economic strength and technical performance.

Under the measure, Arizona may retain cryptocurrencies received through legal processes. Agencies would transfer those assets to the reserve fund instead of auctioning them. The Treasurer would then oversee storage and management of the holdings. Lawmakers structured the bill to formalize how the state handles digital assets.

The legislation forms part of broader digital asset discussions in Arizona. Lawmakers are also considering Senate Bill 1042. That proposal would allow the state to invest up to 10% of public funds in cryptocurrencies. SB1042 remains under review in the state legislature.

At the federal level, digital asset reserves have also entered policy debates. President Donald Trump signed an executive order establishing a Strategic Bitcoin Reserve. The order also created a broader digital asset stockpile framework. Lawmakers referenced these developments during state discussions.

The House will now determine the fate of SB1649 in a floor vote. If members approve the measure, it will proceed to final executive consideration. The legislative process continues as scheduled in the current session.

The post Arizona Advances Bill to Add XRP to State Crypto Reserve appeared first on Blockonomi.

TLDR

Genius Group sold its entire Bitcoin holdings to fully repay $8.5 million in debt.

The company said it plans to rebuild its Bitcoin treasury when market conditions improve.

Genius Group previously held 440 Bitcoin as part of its Bitcoin-first strategy.

A US court order restricted the company from raising funds or issuing shares.

Nakamoto disclosed a $20 million Bitcoin sale earlier this week.

Genius Group has liquidated its remaining Bitcoin holdings to fully repay $8.5 million in debt, the company confirmed today. The NYSE-listed firm said it cleared the balance after selling all digital asset reserves. It also stated that it plans to rebuild its Bitcoin treasury when market conditions improve.

Genius Group and Bitcoin Strategy Shift

Genius Group adopted a Bitcoin-first treasury policy in late 2024 after Donald Trump won the US presidential election. The company committed to allocating at least 90% of its reserves to Bitcoin. By February 2025, it held 440 BTC as part of that strategy.

However, a US court order later blocked the company from raising funds or issuing shares. As a result, Genius Group began selling portions of its Bitcoin holdings. Last month, it sold about 86 BTC and retained around 84 BTC.

The company confirmed that it has now liquidated the remaining coins. It used the proceeds to fully repay its outstanding $8.5 million debt. Genius Group stated that it intends to rebuild its Bitcoin treasury when markets become favorable.

Corporate Bitcoin Sales Expand as Nakamoto and MARA Adjust Holdings

Genius Group was not alone in reducing its Bitcoin exposure. Nakamoto, led by Bitcoin advocate David Bailey, disclosed the sale of $20 million in Bitcoin earlier this week. The company did not provide further details about the transaction.

Meanwhile, MARA Holdings reported the sale of 15,133 Bitcoin valued at roughly $1.1 billion. The company said it used the proceeds to finance the buyback of its 2030 and 2031 convertible notes. These moves followed a broader pullback in corporate digital asset holdings.

Revenue Growth and Gross Profit Drive Operational Turnaround

Genius Group reported Q1 2026 operational revenue of $3.3 million. The figure marked a 171% year-over-year increase. Gross profit rose 228% to $2.0 million during the same period.

Net profit from operations reached $2.7 million, reversing a loss recorded in the prior year. The company attributed the turnaround to higher-margin educational programs and experiential learning initiatives. Adjusted EBITDA improved to $600,000.

The company also highlighted several recent initiatives. It launched Genius School as a model future school and expanded Genius City in Bali. It also introduced AI-powered Space Capsule learning pods and reported continued CEO investment in company shares.

The post Genius Group Clears $8.5M Debt After Bitcoin Sale appeared first on Blockonomi.

TLDR

Cango received a notice from the New York Stock Exchange after its shares traded below $1 for 30 consecutive days.

The company has six months to regain compliance and avoid suspension or delisting proceedings.

Cango secured a $10 million convertible note agreement with DL Holdings to strengthen its balance sheet.

The financing includes warrants that allow share purchases at $2.70 per share.

Cango recently closed a $65 million strategic investment settled in USDT and issued over 49 million Class A shares.

Cango faces a potential New York Stock Exchange (NYSE) delisting after its shares traded below $1 for 30 consecutive days. The exchange issued a compliance notice and granted a six-month cure period. Meanwhile, Cango secured fresh funding to support operations and expansion plans.

Cango Receives NYSE Compliance Notice Over Share Price

The New York Stock Exchange notified Cango on March 10 about non-compliance with its minimum price rule. The exchange requires an average closing price above $1 over 30 trading days. Cango’s shares fell below that threshold and triggered the notice.

The company now has six months to restore compliance and avoid suspension proceedings. Cango stated that it will monitor market conditions and assess available options. It also confirmed that its shares will continue trading during the cure period.

Cango’s stock has declined more than 70% this year. The shares recently traded near $0.39 after starting January above $1.40. Sustained selling pressure pushed the stock under the exchange’s minimum listing standard.

Cango Secures $10 Million Convertible Note to Support Expansion

Cango entered a $10 million convertible note agreement with Hong Kong-listed DL Holdings. The company also issued warrants allowing share purchases at $2.70 per share. Cango paired the financing with a non-binding cooperation framework.

The framework outlines potential joint investments in crypto mining and AI infrastructure. Cango said it will allocate proceeds toward upstream acquisitions and computing infrastructure expansion. The company continues shifting focus beyond bitcoin mining operations.

Management has positioned its global mining footprint as a base for high-performance computing services. The company plans to repurpose or expand power capacity for AI-driven workloads. This strategy supports revenue diversification within computing infrastructure.

Cango recently closed a $65 million strategic investment round. Entities controlled by Chairman Xin Jin and Director Chang-Wei Chiu led the transaction. The deal was settled in USDT and concluded on March 31.

The company issued more than 49 million Class A shares under that agreement. Cango said the capital strengthens its balance sheet. It aims to support operations during ongoing market pressure.

Management stated that it seeks to stabilize finances while executing long-term plans. The company continues evaluating measures to regain compliance with NYSE rules. Cango confirmed that it remains focused on meeting the $1 minimum requirement.

The recent fundraising activity reflects immediate capital needs. Cango continues trading on the NYSE under existing ticker terms. The company has not announced a reverse split or other corporate action.

Cango confirmed that it will provide updates regarding compliance efforts. The company emphasized that the notice does not immediately affect trading. Shares last changed hands near $0.39, reflecting year-to-date losses above 70%.

The post Cango Secures $10M Deal While Facing NYSE Pressure appeared first on Blockonomi.

TLDR

Jamie Dimon said JPMorgan may enter the prediction markets sector in the future.

He ruled out offering contracts tied to sports or political events.

Goldman Sachs confirmed it is actively reviewing prediction market opportunities.

Polymarket and Kalshi remain leading platforms as competition expands.

Coinbase and Robinhood have added prediction trading to their services.

JPMorgan CEO Jamie Dimon said the bank may enter prediction markets as large institutions assess the fast-growing sector. He shared the update during a CBS interview on Tuesday. His remarks place JPMorgan alongside Goldman Sachs in reviewing potential offerings.

JPMorgan Reviews Prediction Markets Strategy

Dimon confirmed JPMorgan is studying the space but set clear limits. “It’s possible one day we’ll do something like that,” Dimon said. However, he ruled out markets tied to sports or politics.

He stressed that the bank would follow strict internal standards. “There’s a bunch of stuff we won’t do,” Dimon said. He added, “We have strict rules around insider information.”

Goldman Sachs has also advanced its review of prediction markets. CEO David Solomon addressed the topic during the bank’s January earnings call. He said the firm has engaged directly with industry leaders.

“I personally met with the two big prediction companies,” Solomon said. He said he spent hours learning about their models and leadership. He added that a team continues to evaluate the sector.

Neither bank has disclosed launch timelines. They have also not detailed technology choices or regulatory structures. However, their statements confirm active internal discussions.

Polymarket, Kalshi, and Rising Crypto Platforms

Prediction markets were once centered on two main platforms. Polymarket and Kalshi dominated the sector for years. Now, competition has expanded quickly across crypto and traditional firms.

Coinbase and Robinhood have integrated prediction market trading. These companies offer retail access through existing platforms. Their entry has increased user participation and market volume.

Polymarket operates on blockchain infrastructure using Polygon. Users deposit stablecoins and place outcome-based trades. Smart contracts record transactions and settle payouts automatically.

Kalshi uses a regulated exchange model without blockchain systems. It offers event contracts under centralized order matching. The platform handles settlement through traditional mechanisms.

Polymarket has secured partnerships and investment backing. It maintains ties with Intercontinental Exchange, which owns the New York Stock Exchange. The company holds an estimated $20 billion valuation.

Kalshi recently closed a funding round led by Coatue Management. The round valued the platform at about $22 billion. These figures reflect growing capital flows into prediction markets.

Regulation in the United States continues to evolve. Authorities assess how event contracts should be classified. Banks have indicated they will monitor policy developments closely.

Earlier this month, the Commodity Futures Trading Commission advanced oversight efforts. The agency outlined steps to build a regulatory framework. These actions mark the latest formal move shaping prediction markets in the U.S.

The post JPMorgan Weighs Prediction Markets as Sector Expands appeared first on Blockonomi.

TLDR

Gnosis, Zisk a Nadace Ethereum zahájily Ekonomickou zónu Ethereum na EthCC 2026 v Cannes.

Rámec si klade za cíl propojit více než 20 sítí vrstvy dva Ethereum pod jednotnou strukturou.

Ekonomická zóna Ethereum umožňuje synchronní volání chytrých kontraktů napříč rollupy a hlavní sítí.

Systém používá ETH jako výchozí token pro plyn a odstraňuje oddělené požadavky na mosty.

Mezi prvními partnery jsou Aave, Centrifuge a EEZ Alliance se sídlem ve Švýcarsku.

Ekonomická zóna Ethereum byla spuštěna 29. března na EthCC v Cannes, aby se vyřešila fragmentace vrstvy 2. Gnosis, Zisk a Nadace Ethereum představily rámec rollupu na Palais des Festivals. Iniciativa si klade za cíl sjednotit likviditu a obnovit synchronní skladebnost napříč hlavní sítí Ethereum a zúčastněnými rollupy.

TLDR

Visa has launched six artificial intelligence tools to reduce fraud and dispute costs.

The new services aim to help merchants, issuers, and acquirers manage disputes more efficiently.

Visa handled 106 million disputes worldwide in 2025, reflecting a 35% increase since 2019.

Global chargeback transactions are projected to reach 324 million by 2028.

E-commerce chargeback costs totaled $33.8 billion in 2025 and may rise to $42 billion by 2028.

Visa has launched six artificial intelligence tools to address rising dispute volumes and fraud expenses. The company said the new products aim to lower merchant costs and improve case visibility. The rollout comes as global chargebacks and compliance demands continue to increase.

Visa Expands Dispute Platform with Six AI-Driven Services

Visa introduced six tools that target merchants, issuers, and acquirers across the dispute cycle. The company designed the products to automate workflows, improve case tracking, and reduce manual reviews. Visa said these services help clients control fraud exposure and recover lost revenue. The company processes trillions of dollars in transactions each year across global markets.

Andrew Torre, President of Value-Added Services at Visa, outlined the company’s approach in a statement.

He said, “When outdated technology cannot keep pace, fraud goes undetected.”

He added that the expanded dispute suite gives clients visibility to serve customers and grow operations. Visa confirmed that it handled 106 million disputes worldwide in 2025.

Merchants and Issuers Target Faster Resolution and Lower Fraud Losses

Merchants can address disputes earlier through the Visa Dispute Resolution Network. They can also automate representment through Visa Dispute Recovery Manager. Visa said Order Insight and Compelling Evidence 3.0 help prevent unnecessary disputes before escalation. These tools aim to reduce processing time and limit operational costs.

Issuers and acquirers receive predictive insights from Dispute Intelligence. They can analyze documents faster through Dispute Doc Analyzer and manage workflows with Visa Dispute Case Manager. Visa said these products centralize dispute handling and shorten case review cycles. The company stated that integrated systems reduce delays and improve case accuracy.

Industry data shows disputes continue to rise across payment networks. Mastercard reported that global chargeback transactions may reach 324 million by 2028. Visa recorded a 35% increase in disputes since 2019. E-commerce chargeback costs reached $33.8 billion in 2025 and may climb to $42 billion by 2028.

Merchants face rising expenses tied to each disputed transaction. Industry estimates show a single chargeback costs $74 per case. The 2025 LexisNexis True Cost of Fraud Study reported that every $1 of fraud costs U.S. businesses up to $5.75. Visa stated that its new dispute tools aim to address these escalating financial pressures.

Sam Abadir, Research Director for Risk, Compliance, and Financial Crime at IDC Financial Insights, addressed operational challenges. He said companies using manual processes risk higher costs and lost revenue. He noted that streamlined systems can improve efficiency and strengthen dispute management. Visa confirmed that the new tools are now available to clients globally.

The post Visa Unveils Six AI Tools to Tackle Rising Fraud Costs appeared first on Blockonomi.

TLDR

SpaceX has confidentially filed draft registration documents with the US Securities and Exchange Commission for an IPO.

The company is targeting a June listing with a valuation that could exceed $1.75 trillion.

Reports indicate that SpaceX may seek to raise about $75 billion through the public offering.

Reuters reported that SpaceX is working with 21 banks to manage the IPO process.

Elon Musk recently merged SpaceX with xAI in an all-stock transaction valued at $1.25 trillion.

SpaceX has confidentially filed draft registration documents with the US Securities and Exchange Commission for a public offering. The move advances plans for a potential June listing at a valuation above $1.75 trillion. Bloomberg reported the filing, citing people familiar with the matter.

SpaceX IPO Advances With Targeted $75 Billion Raise

Bloomberg reported that the company submitted documents to the SEC in recent weeks. The report said SpaceX could seek a valuation exceeding $1.75 trillion. The company has not issued a public statement on the filing.

Earlier reports indicated that SpaceX considered a confidential filing as soon as March. Bloomberg also reported that the company discussed raising about $75 billion. The Information reported that the offering could exceed $75 billion if completed as planned.

Reuters reported that SpaceX has engaged 21 banks to work on the IPO. Citigroup joined Bank of America, Goldman Sachs, JPMorgan, and Morgan Stanley in senior roles. These banks will support underwriting and coordination for the listing.

If the company raises $75 billion, it would exceed Saudi Aramco’s $29.4 billion IPO in 2019. Saudi Aramco currently holds the record for the largest public debut. SpaceX could surpass that benchmark by a wide margin.

Combined SpaceX and xAI Entity Prepares for Market Debut

Elon Musk founded SpaceX in 2002 and expanded it into launch and satellite services. The company reported about $16 billion in revenue last year. It generated about $8 billion in profit during the same period.

In recent weeks, Musk combined SpaceX with xAI in an all-stock transaction. The deal valued SpaceX at $1 trillion and xAI at $250 billion. The combined entity now carries a valuation of $1.25 trillion.

Musk founded xAI in 2023 with 11 engineers. All 11 engineers have since departed following internal restructuring. The merged structure now integrates satellite operations and artificial intelligence development.

SpaceX plans to use IPO proceeds to support new infrastructure projects. The company aims to build orbital data centers through an expanded Starlink network. In February, SpaceX filed an FCC application for up to one million Starlink satellites.

Musk also confirmed plans for a chip factory in Austin, Texas. SpaceX and Tesla will produce inference chips and high-performance processors at that site. The chips will support vehicles, robotics, and space-based systems.

The company has stated that it expects to spend more than $20 billion this year. That figure excludes costs for the Texas chip factory and solar projects. The confidential filing now places the company on track for a June market debut.

The post SpaceX Moves Toward June IPO at $1.75T Valuation appeared first on Blockonomi.

Key Takeaways

Bernstein elevated Western Digital to Outperform from Market Perform, raising its price target from $170 to $340.

A sharp 21% decline followed concerns about Google’s TurboQuant compression technology — which Bernstein argues poses zero threat to hard drive demand.

The firm projects Western Digital and Seagate will achieve combined revenue growth of 24% CAGR between fiscal 2025 and 2030.

Western Digital announced an extended timeline for its ePMR technology, potentially indicating a delayed shift to HAMR drives.

Seagate remains Bernstein’s preferred stock in the segment, with its price target elevated to $620.

Despite recent volatility, Western Digital maintains a year-to-date gain of approximately 57%, showcasing resilience even through the latest correction.

The stock plunge was triggered when Google Research introduced TurboQuant — an advanced compression method designed to optimize KV cache during AI inference operations. Market participants worried this innovation could reduce storage hardware demand.

Bernstein’s Mark Newman firmly rejected this narrative. “There is zero impact to HDD demand,” Newman stated in his research note. He emphasized that TurboQuant’s influence on NAND flash storage, utilized solely for offloading inactive caches, is minimal at best.

According to Bernstein, the market reaction was excessive and unwarranted. Western Digital had tumbled 21% from its recent peak before the analyst’s upgrade. Related companies including Seagate and Sandisk experienced similar pressure.

Upgraded Revenue Projections for Storage Industry

Bernstein has adopted a more constructive stance on the broader storage industry. The research firm now forecasts that Western Digital and Seagate will achieve a combined revenue compound annual growth rate of 24% spanning fiscal years 2025 through 2030.

This represents a substantial upgrade from earlier projections that anticipated 18.7% bits growth accompanied by 3.6% annual price erosion. The updated model incorporates 24% bits expansion with pricing holding steady.

Newman pointed to several structural growth drivers: expanding AI computational workloads, increasingly sophisticated content production, extended data retention requirements, and strengthening data sovereignty regulations that support both volume growth and pricing power.

Regarding product developments, Western Digital’s 2026 Innovation Day revealed plans to extend its ePMR technology roadmap. The company essentially prolonged the lifecycle of its existing drive architecture by one to two additional years beyond prior expectations.

Questions About HAMR Rollout Timeline

The upgrade contains an important qualification. Newman interprets Western Digital’s continued emphasis on ePMR as an implicit indication that the company’s migration to heat-assisted magnetic recording — commonly referred to as HAMR — might be progressing slower than initially anticipated.

Bernstein’s financial model anticipates Western Digital will begin scaling HAMR production in 2027, representing approximately 5% of nearline exabyte shipments during that year.

This contrasts sharply with Seagate’s trajectory, where Bernstein projects roughly 70% of nearline volume will utilize HAMR technology by 2027. Seagate continues as the firm’s preferred investment, with its price target increased to $620 from $500.

Western Digital shares climbed approximately 2.3% during Wednesday’s premarket session following the upgrade before accelerating gains throughout regular trading hours.

The post Western Digital (WDC) Stock Rallies 11% on Bernstein’s Bullish Upgrade to Outperform appeared first on Blockonomi.

Key Highlights

Alphabet’s President of Global Affairs and Chief Legal Officer, John Kent Walker, divested 9,093 Class C shares on March 27, generating approximately $2.48 million

Transaction prices ranged between $273.91 and $278.30 per share

Needham maintained its Buy rating on March 27 with a $400 price objective

Wells Fargo increased its price objective to $397 from $387, maintaining an Overweight stance

The company finalized its $32 billion purchase of Wiz, a cloud security provider, on March 11

John Kent Walker, serving as Alphabet’s President of Global Affairs and Chief Legal Officer, executed a sale of 9,093 Class C shares on March 27, 2026, netting approximately $2.48 million. The sale occurred through several transactions, with share prices spanning from $273.91 to $278.30.

Additionally, on March 31, Walker completed a disposal and re-acquisition of 8,993 Class C shares through a transaction valued at $0 — a structure commonly linked to equity compensation plan activities.

The insider transaction hasn’t dampened investor enthusiasm, as the stock has posted an impressive 84% gain over the trailing twelve months.

Two prominent Wall Street analysts expressed optimistic views on GOOGL during the same timeframe.

Laura Martin from Needham reaffirmed her Buy recommendation on March 27, setting a $400 price objective. This target was initially elevated in February from $330, subsequent to Alphabet’s fourth-quarter earnings disclosure.

Wells Fargo similarly acted on March 27, elevating its price objective to $397 from the prior $387 while sustaining its Overweight designation.

Analyst Ken Gawrelski highlighted that GOOGL possesses “all the pieces necessary to be an AI winner,” citing its computational infrastructure, Google Cloud Platform, extensive distribution channels, and consumer data assets as critical competitive strengths.

Wiz Deal Reaches Completion

Alphabet successfully concluded its $32 billion acquisition of Wiz, the cloud and AI security solution provider, on March 11. Wiz will operate within Google Cloud while preserving its independent brand identity.

Wells Fargo anticipates the transaction will enhance Google Cloud’s platform revenue streams and operating profitability throughout fiscal years 2026 and 2027.

On the innovation front, Google has introduced enhancements to its Gemini AI assistant. Recent features enable users to transfer chat histories from competing AI applications — a strategic capability designed to attract users from alternatives like ChatGPT.

Gemini Enhancements and Developer Capabilities

Google unveiled the Gemini 3.1 Flash Live audio model, engineered for real-time conversational interactions with enhanced accuracy and reduced latency. The technology is currently accessible to developers and enterprise clients across various platforms.

Citizens has retained a Market Outperform rating on Alphabet, emphasizing expansion in AI-driven advertising solutions and cloud infrastructure.

Regarding legal developments, Evercore analysts highlighted a Delaware court decision that may affect insurance coverage disputes for companies including Alphabet. The decision is viewed as beneficial to insurance providers.

Based on InvestingPro analysis, the stock is presently trading marginally above its estimated Fair Value.

The post Alphabet (GOOGL) Stock Sees Bullish Analyst Upgrades Amid $2.4M Executive Sale appeared first on Blockonomi.

Quick Summary

Stanley Druckenmiller continued accumulating Alphabet and Amazon shares for the second consecutive quarter

His Alphabet holdings surged 277% while Amazon positions grew 69% during Q4

The billionaire investor previously exited Nvidia and Palantir positions, rotating capital into these cloud giants

Google Cloud delivered 48% year-over-year revenue growth while AWS reaccelerated to 24%

Both companies currently trade at significant discounts compared to their historical cash flow valuations

Stanley Druckenmiller, who manages capital through Duquesne Family Office, expanded his holdings in Alphabet and Amazon during the final quarter of 2025. This marks consecutive quarters of accumulation for both technology giants.

According to his SEC 13F disclosure, Druckenmiller acquired 282,800 shares of Alphabet’s Class A stock alongside 300,870 Amazon shares. These purchases expanded his Alphabet stake by 277% and boosted his Amazon holdings by 69%.

The legendary investor earned his reputation delivering approximately 30% annualized returns between 1981 and 2010. Market participants and institutional money managers closely monitor his portfolio adjustments.

Druckenmiller previously maintained positions in Nvidia and Palantir but liquidated both holdings entirely. His capital has been redirected toward Alphabet and Amazon instead.

The strategic rationale behind both investments revolves around their dominant cloud computing platforms. Alphabet operates Google Cloud, which ranks as the third-largest cloud infrastructure provider globally. Amazon maintains AWS, the undisputed market leader.

Artificial Intelligence Fuels Cloud Platform Expansion

Google Cloud reported impressive 48% revenue expansion in the fourth quarter. AWS demonstrated renewed momentum with growth reaccelerating to 24% year-over-year.

Both cloud platforms are integrating generative artificial intelligence capabilities and advanced language models. These innovations are attracting fresh enterprise clients while encouraging existing customers to expand their spending.

Alphabet maintains approximately 90% dominance in worldwide internet search through Google. Amazon operates the leading e-commerce platform throughout the United States.

These investments aren’t pure-play artificial intelligence bets. Both corporations generate substantial, diversified revenue streams beyond their cloud computing segments.

Stock Valuations Present Historic Opportunities

Alphabet currently trades at 14.3 times its forecasted 2027 cash flow. Amazon appears even more attractively priced at just 9.7 times projected cash flow for the same period.

When measured against their five-year historical averages, Alphabet trades at a 20% discount while Amazon shows a substantial 48% discount. Both stocks represent historically attractive entry points based on cash flow metrics.

PwC research projects that artificial intelligence will contribute over $15 trillion to worldwide economic output by 2030. Druckenmiller’s recent purchases indicate his conviction that Alphabet and Amazon will capture significant portions of this value creation.

His fourth quarter filing revealed a 29% reduction in Taiwan Semiconductor Manufacturing holdings. This adjustment signals a strategic pivot away from semiconductor manufacturers toward companies deploying AI applications.

The 13F filing documents holdings as of December 31, 2025, and was submitted before the February 17, 2026 regulatory deadline.

The post Stanley Druckenmiller Doubles Down on Alphabet (GOOGL) and Amazon (AMZN) Stock Amid AI Cloud Boom appeared first on Blockonomi.

Klíčové body.

Benchmark Research zahajuje pokrytí MSFT s doporučením Koupit a cílovou cenou 450 dolarů.

Akcie klesly přibližně o 23% za tři měsíce, čímž vymazaly více než 1 bilion dolarů na ocenění.

Analytik tvrdí, že agresivní kapitálové výdaje jsou odůvodněné vzhledem k existujícím závazkům v oblasti cloudových smluv.

Pozice firmy v oblasti OpenAI má odhadovanou hodnotu 227 miliard dolarů.

Technologický gigant odhalil plány na infrastrukturu AI v hodnotě 5,5 miliardy dolarů v Singapuru a usiluje o partnerství na zařízení na výrobu energie v Texasu v hodnotě 7 miliard dolarů s Chevron.

Key Takeaways

Taiwan Semiconductor anticipates revenue climbing nearly 30% in 2026, fueled by AI accelerator production

Broadcom forecasts AI chip revenue exceeding $100 billion by 2027 through custom silicon and data center networking

Micron surpassed Wall Street’s revenue projections as high-bandwidth memory demand skyrockets

Each company maintains robust analyst support with zero sell recommendations across the board

Despite impressive earnings, Micron’s elevated capital expenditure strategy raised concerns among some market observers

While Nvidia commands the spotlight in artificial intelligence investing, three critical players in the AI ecosystem are capturing serious analyst enthusiasm as infrastructure investment accelerates. Taiwan Semiconductor Manufacturing, Broadcom, and Micron each occupy strategic positions in the technology stack powering today’s AI revolution.

These companies provide the foundational components and services that enable Nvidia’s products to function at enterprise scale, positioning them as essential partners rather than competitors.

Taiwan Semiconductor serves as the manufacturing backbone for leading chip architects worldwide, including both Nvidia and AMD. The foundry giant revealed in January that it projects 2026 revenues to surge approximately 30% measured in US dollars, propelled by accelerating orders for AI processing chips.

The strategic advantage for TSMC lies in its platform-agnostic business model. Rather than betting on individual winners in the AI semiconductor competition, the company profits from expanding AI investments regardless of which specific chip architectures prevail.

Broadcom has identified constraints in TSMC’s advanced manufacturing capacity extending through 2026, highlighting supply limitations in cutting-edge chip production. These capacity restrictions may strengthen TSMC’s pricing leverage.

Among 15 analysts monitored by MarketBeat, 13 maintain bullish positions on TSMC—comprising 10 buy and 3 strong buy recommendations—alongside 2 neutral ratings and notably zero sell calls.

Broadcom Pursues Dual-Path AI Approach

Broadcom has carved out its AI territory through complementary business segments: engineering custom processors for hyperscale cloud providers and manufacturing the networking infrastructure connecting distributed AI computing clusters.

According to Reuters reporting this month, Broadcom anticipates AI chip revenues surpassing $100 billion by 2027. This expansion stems primarily from major cloud platforms developing proprietary AI silicon rather than purchasing off-the-shelf graphics processing units.

Broadcom simultaneously provides critical switching and interconnect technologies required for massive AI data center operations, creating revenue streams independent of chip design contracts.

Analyst conviction on Broadcom remains exceptionally strong. MarketBeat data reveals 33 active ratings, featuring 29 buy and 1 strong buy recommendations, balanced by 3 hold ratings and zero sell opinions. The overall consensus registers as “Moderate Buy.”

AI Demand Transforms Micron’s Memory Business

Micron manufactures high-bandwidth memory modules that have become indispensable components in contemporary AI server architectures and hardware accelerators.

Reuters coverage last week highlighted Micron’s impressive quarterly performance and revenue guidance substantially exceeding Wall Street’s projections. Demand for AI-optimized memory products provided the primary growth catalyst.

Micron operates within an oligopoly as one of merely three significant high-bandwidth memory manufacturers worldwide. This concentrated market structure provides meaningful pricing authority.

The company’s announcement of expanded capital investment commitments created some investor uncertainty despite the substantial earnings outperformance.

Analyst sentiment remains overwhelmingly positive. MarketBeat tracking shows 38 total ratings—consisting of 29 buy and 5 strong buy recommendations—complemented by 4 hold ratings and zero recorded sell calls.

Micron’s above-consensus revenue forecast represented the most recent positive earnings driver for the stock entering the present quarter.

The post Three AI Chip Stocks Analysts Love More Than Nvidia (NVDA) Right Now appeared first on Blockonomi.

Key Takeaways

D.A. Davidson raised RIVN rating from Sell to Hold, maintaining a $14 price target

Shares declined 24% year to date before Wednesday’s session

R2 vehicle platform pricing exceeded market expectations, receiving tepid investor response

Federal EV tax credit of $7,500 lapsed in September, impacting purchase considerations

Uber partnership secured for potential purchase of up to 50,000 R2 vehicles for robotaxi fleet

Shares of Rivian climbed Wednesday following a rating upgrade by D.A. Davidson analyst Michael Shlisky, who shifted his stance from Sell to Hold. The electric vehicle maker’s stock advanced 2.5% to reach $15.42, surpassing Shlisky’s $14 price target.

The analyst’s upgrade came with notable reservations. Rather than pointing to operational improvements, Shlisky cited the stock’s sharp decline as the primary rationale for his revised outlook. Before Wednesday’s trading, RIVN had tumbled 24% since the start of the year.

The upcoming R2 vehicle platform represents a pivotal chapter for Rivian’s growth strategy. This more affordable product line aims to attract mass-market consumers, yet investor reception has remained subdued.

Sticker prices exceeded expectations across the board. The Performance and Premium R2 variants carry starting prices near $58,000 and $54,000 respectively, while Standard configurations won’t arrive until 2027. Long-range editions begin at $48,500, with the entry-level model priced at $45,000.

The base configuration barely stays beneath the psychologically important $50,000 price point that many consumers view as a ceiling. This pricing dynamic carries added significance following the September expiration of the $7,500 federal EV purchase incentive.

The current R1 vehicle family commands prices exceeding $70,000, severely constraining its addressable market. The R2 platform represents Rivian’s strategy to overcome this limitation.

Production Targets and Path to Profitability

Analyst projections anticipate approximately 64,000 vehicle deliveries for Rivian in 2026, climbing from 42,000 units expected in 2025. The automaker’s internal ambition targets 200,000 annual R2 sales over the long term.

Reaching operational profitability requires production volumes near 400,000 units annually, according to analyst estimates. That milestone remains considerably distant from current output levels.

Some market observers note parallels to Tesla’s earlier growth phase. During early 2020, Tesla’s valuation stood around 3 times sales — comparable to Rivian’s current 3.2 times multiple. This period preceded Model Y deliveries, which subsequently became Tesla’s dominant revenue driver.

The R2 platform could potentially replicate this pattern. Consumer appetite for SUV body styles remains robust, with initial customer deliveries anticipated next month.

Wall Street Maintains Reserved Outlook

Despite the recent upgrade, analyst consensus on Rivian remains decidedly cautious. Approximately 18% of covering analysts maintain Sell ratings on the stock — significantly exceeding the S&P 500’s sub-10% average. Fewer than half rate it a Buy, trailing the typical 55-60% Buy ratio seen across S&P 500 constituents.

The consensus price target among analysts hovers around $18.

On the strategic front, Uber finalized an agreement last month for the potential acquisition of up to 50,000 Rivian R2 vehicles destined for its autonomous taxi operations. Rivian has expanded its artificial intelligence capabilities targeting full self-driving technology, though this opportunity remains developmental.

Ultimately, the Hold upgrade reduces Sell-rated coverage without expanding Buy recommendations — representing measured pessimism reduction rather than genuine optimism.

The post Rivian (RIVN) Stock Climbs on Analyst Upgrade Despite R2 Pricing Concerns appeared first on Blockonomi.

Key Highlights

Platform trading volume soars 200% driven by stablecoin surge at OSL

Stablecoin transactions represent 60% of total volume, transforming business model

Company achieves all-time high income amid aggressive global scaling

International markets generate 67% of revenue as platform expands worldwide

Strategic pivot toward payment solutions and AI integration shapes growth trajectory

OSL Group delivered impressive 2025 performance metrics as platform volumes exploded and stablecoin transactions transformed its business composition. The digital asset firm intensified its evolution from traditional exchange operations toward comprehensive stablecoin payment infrastructure and international trading services. The performance data underscored accelerating international growth and heightened institutional appetite for compliant digital asset platforms.

Impressive Revenue Performance Powered by Stablecoin Transactions

The company generated core operating income of HK$534 million, representing a remarkable 150.1% year-over-year increase. Overall income hit HK$489 million, establishing an all-time record with 30.4% growth versus the prior year. Platform trading volume reached HK$201.22 billion, demonstrating an extraordinary 200.7% surge.

Stablecoin transactions dominated the platform, comprising 60% of aggregate volume throughout the period. This transformation illustrated the accelerating adoption of stablecoins for both trading activities and payment applications. The company diversified its income streams by capitalizing on high-velocity and international transaction flows.

Revenue geography also demonstrated successful international penetration, with overseas territories generating 67% of total income. Hong Kong operations accounted for the remaining 33%, indicating a well-balanced yet internationally-oriented expansion strategy. The firm established itself as a multinational digital asset platform transcending regional boundaries.

Business Model Evolution Toward Payment Solutions and Regulatory Excellence

OSL Group reimagined its business from a conventional digital asset exchange into a comprehensive stablecoin payment and trading infrastructure provider. This strategic realignment responded to increasing institutional demand for regulated digital finance solutions. The organization prioritized embedding stablecoins within traditional financial ecosystems.

The platform strengthened its regulatory foundation by obtaining more than 50 licenses spanning 11 different jurisdictions. These regulatory approvals enabled seamless operations across diverse regulated territories and enhanced credibility with institutional participants. The company prioritized regulatory compliance while simultaneously pursuing aggressive geographic expansion.

This business evolution represented the culmination of five years operating under full regulatory oversight since initiating digital asset services. Throughout this period, the organization responded to industry maturation and evolving compliance frameworks. It constructed a multinational platform specifically engineered for stablecoin-centric financial services.

International Growth, Product Development and Artificial Intelligence Adoption

OSL Group unveiled innovative payment technologies designed to facilitate enterprise stablecoin adoption. The company launched OSL BizPay as an integrated payment platform targeting corporate clients. Additionally, the organization broadened its service ecosystem through targeted acquisitions and product innovation initiatives.

The organization finalized the Banxa acquisition in January 2026 to augment payment processing capabilities. It simultaneously introduced USDGO, a compliance-focused enterprise stablecoin with US dollar backing. The platform deployed OSL StableHub to facilitate international trading of regulated stablecoin instruments.

The firm accelerated capital deployment in technology infrastructure, human capital, and operational systems to fuel expansion. These expenditures generated near-term losses but established foundation for sustainable scaling. OSL investigated artificial intelligence applications to enhance operational efficiency and enable sophisticated payment automation.

OSL Group maintained strategic alignment with stablecoins’ expanding influence across international finance. The company concentrated on developing infrastructure that bridges traditional fiat systems and digital asset networks. The organization positioned itself as critical infrastructure within emerging digital payment ecosystems.

The post OSL Group (863.HK) Stock Surges 200% in Trading Volume on Stablecoin Boom appeared first on Blockonomi.