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Overview One of the five major tech stocks cited by Dan Ives has already doubled year to date. With Microsoft and Palantir shares up less than 10% in 2026, Ives’s price targets are drawing attention. Ives compares AI to a game that can go nine innings, and sees us as being in the first inning. Read the original article by Kamina Bashir on jp.beincrypto.com: Dan Ives names 5 tech stocks to watch in 2027; one could double in 2026.
Overview

One of the five major tech stocks cited by Dan Ives has already doubled year to date.

With Microsoft and Palantir shares up less than 10% in 2026, Ives’s price targets are drawing attention.

Ives compares AI to a game that can go nine innings, and sees us as being in the first inning.

Read the original article by Kamina Bashir on jp.beincrypto.com: Dan Ives names 5 tech stocks to watch in 2027; one could double in 2026.
See translation
概要 ビットワイズ社のハンター・ホースリーCEOとメタマスク社のジョセフ・ルービンCEOは、暗号資産の冬が終わったと述べた。 ホーズリー氏は、多くの売り手が昨年末に始まった弱気相場で撤退したと述べた。 ルービン氏は、冬はすでにかなり前に終わったとの見解を示した。 jp.beincrypto.comでKamina Bashirによるオリジナル記事2人の暗号資産CEOが冬の終焉宣言、1人は既に終了と発言を読む
概要

ビットワイズ社のハンター・ホースリーCEOとメタマスク社のジョセフ・ルービンCEOは、暗号資産の冬が終わったと述べた。

ホーズリー氏は、多くの売り手が昨年末に始まった弱気相場で撤退したと述べた。

ルービン氏は、冬はすでにかなり前に終わったとの見解を示した。

jp.beincrypto.comでKamina Bashirによるオリジナル記事2人の暗号資産CEOが冬の終焉宣言、1人は既に終了と発言を読む
Overview Bitcoin is trading at $83,079, down 1.8% over the past 24 hours after falling below $85,000. Glassnode explained that new capital accounts for less than two-fifths of the increase in Bitcoin’s realized market cap. Santiment recorded net exchange outflows of 24,073 BTC, the highest level since March 1. Original article by Kamina Bashir on jp.beincrypto.com: Is Bitcoin Headed for $81,000? Analyzing On-Chain Data
Overview

Bitcoin is trading at $83,079, down 1.8% over the past 24 hours after falling below $85,000.

Glassnode explained that new capital accounts for less than two-fifths of the increase in Bitcoin’s realized market cap.

Santiment recorded net exchange outflows of 24,073 BTC, the highest level since March 1.

Original article by Kamina Bashir on jp.beincrypto.com: Is Bitcoin Headed for $81,000? Analyzing On-Chain Data
Overview Fidelity’s Julian Timmer said third-quarter earnings growth could reach 30–35%. Earnings have risen 28% over the past year, but equity valuations have fallen 10%. Is Wall Street pricing in peak growth, or missing an economic boom? Read Darryn Pollock’s original article on jp.beincrypto.com: “Fidelity’s Timmer Sees Q3 Earnings Up 35%: Is the Market Underestimating?”
Overview

Fidelity’s Julian Timmer said third-quarter earnings growth could reach 30–35%.

Earnings have risen 28% over the past year, but equity valuations have fallen 10%.

Is Wall Street pricing in peak growth, or missing an economic boom?

Read Darryn Pollock’s original article on jp.beincrypto.com: “Fidelity’s Timmer Sees Q3 Earnings Up 35%: Is the Market Underestimating?”
Overview John Rogers said consumer brands will have an advantage if momentum in AI-related stocks fades. He favors Smucker, OneSpaWorld, Sphere, and Madison Square Garden Entertainment. If the rotation seen during the dot-com era repeats, some of the market’s most unglamorous stocks could benefit. Read the original article by Darryn Pollock on jp.beincrypto.com: “Stocks to Watch After the AI Bubble Bursts: Rogers Recommends a Jam Maker”
Overview

John Rogers said consumer brands will have an advantage if momentum in AI-related stocks fades.

He favors Smucker, OneSpaWorld, Sphere, and Madison Square Garden Entertainment.

If the rotation seen during the dot-com era repeats, some of the market’s most unglamorous stocks could benefit.

Read the original article by Darryn Pollock on jp.beincrypto.com: “Stocks to Watch After the AI Bubble Bursts: Rogers Recommends a Jam Maker”
Summary Michael Burry said Anthropic’s valuation could buy 78 profitable S&P 500 companies. Burry said UPS set a record for pre-IPO valuation in the 1990s, at $119 billion after adjusting for inflation. Anthropic’s IPO could value the company at $2 trillion. We need to check whether the math is realistic. Read the original article by Darryn Pollock at jp.beincrypto.com: Michael Burry Says Anthropic’s Valuation Is a Bubble Worth 78 S&P 500 Companies
Summary

Michael Burry said Anthropic’s valuation could buy 78 profitable S&P 500 companies.

Burry said UPS set a record for pre-IPO valuation in the 1990s, at $119 billion after adjusting for inflation.

Anthropic’s IPO could value the company at $2 trillion. We need to check whether the math is realistic.

Read the original article by Darryn Pollock at jp.beincrypto.com: Michael Burry Says Anthropic’s Valuation Is a Bubble Worth 78 S&P 500 Companies
Overview Bitcoin is 62% of the way through its halving cycle, and previous bear markets ended around this point. Day 900 after the 2024 halving coincides with the bottoming zones of past cycles. The 2018 cycle and a retest of the trendline suggest that a market bottom has yet to be confirmed. Read the original article by Jakub Dziadkowiec on jp.beincrypto.com: “Bitcoin Has Reached 62% of Its Halving Cycle: Is the Bear Market Over?”
Overview

Bitcoin is 62% of the way through its halving cycle, and previous bear markets ended around this point.

Day 900 after the 2024 halving coincides with the bottoming zones of past cycles.

The 2018 cycle and a retest of the trendline suggest that a market bottom has yet to be confirmed.

Read the original article by Jakub Dziadkowiec on jp.beincrypto.com: “Bitcoin Has Reached 62% of Its Halving Cycle: Is the Bear Market Over?”
Overview CME FedWatch puts the probability of a Fed rate hike in October at 18.3%. The probability of a rate cut is 0%, while the possibility of a December hike remains. The focus is on whether a pause in rate hikes will ease or sustain yield pressure on Bitcoin. Read the original article by Darryn Pollock at jp.beincrypto.com: “Rate Hike Probability Falls to 18%—What Would a Hold Mean for Bitcoin?”
Overview

CME FedWatch puts the probability of a Fed rate hike in October at 18.3%.

The probability of a rate cut is 0%, while the possibility of a December hike remains.

The focus is on whether a pause in rate hikes will ease or sustain yield pressure on Bitcoin.

Read the original article by Darryn Pollock at jp.beincrypto.com: “Rate Hike Probability Falls to 18%—What Would a Hold Mean for Bitcoin?”
Overview CIP-0113 gives Cardano token issuers features such as freezing or seizing assets and restricting where they can be sent. Enforcement takes place on the Cardano ledger during minting, burning, and transfers, and upgrades do not require a hard fork. ADA itself cannot be frozen, but amid a broader decline in the crypto market, its price fell 8.71% to $0.25397. Read the original article by Luis Blanco on jp.beincrypto.com: “Cardano’s New Standard Enables Token Freezing and Seizure — Is ADA Safe?”
Overview

CIP-0113 gives Cardano token issuers features such as freezing or seizing assets and restricting where they can be sent.

Enforcement takes place on the Cardano ledger during minting, burning, and transfers, and upgrades do not require a hard fork.

ADA itself cannot be frozen, but amid a broader decline in the crypto market, its price fell 8.71% to $0.25397.

Read the original article by Luis Blanco on jp.beincrypto.com: “Cardano’s New Standard Enables Token Freezing and Seizure — Is ADA Safe?”
Cramer Says Goldman’s Higher Price Target for SpaceX Is Not Based on SpeculationOverview Cramer said Goldman’s $23 billion target for SpaceX showed that analysts had not been valuing the company based on speculation. Goldman raised its price target for SpaceX from $220 to $230, maintaining its Buy recommendation. Cramer has not explicitly said why he is still passing on investing in SpaceX through his charitable trust, but its status as a private company and liquidity concerns may factor into his decision.

Cramer Says Goldman’s Higher Price Target for SpaceX Is Not Based on Speculation

Overview
Cramer said Goldman’s $23 billion target for SpaceX showed that analysts had not been valuing the company based on speculation.
Goldman raised its price target for SpaceX from $220 to $230, maintaining its Buy recommendation.
Cramer has not explicitly said why he is still passing on investing in SpaceX through his charitable trust, but its status as a private company and liquidity concerns may factor into his decision.
Summary Jim Bianco has ended his six-year bearish stance on bonds, calling 5% yields fair value. According to Bianco, yields across the 5- to 30-year range are all above 5%. However, he is watching for signs of stress in a corner of the credit market. Read the original article by Darryn Pollock on jp.beincrypto.com: Bullish Turn: Jim Bianco Calls 5% Yields Fair Value
Summary

Jim Bianco has ended his six-year bearish stance on bonds, calling 5% yields fair value.

According to Bianco, yields across the 5- to 30-year range are all above 5%.

However, he is watching for signs of stress in a corner of the credit market.

Read the original article by Darryn Pollock on jp.beincrypto.com: Bullish Turn: Jim Bianco Calls 5% Yields Fair Value
Overview Vitalik Buterin warned that AI could weaken lattice cryptography within two years. He advised storing funds in addresses that have never had a transaction history. Ethereum's Lean roadmap is moving toward a hash-only design, raising the question of whether cryptography can follow a similar path. Read the original article by Darryn Pollock on jp.beincrypto.com: Ethereum's Vitalik Buterin worries that AI could harm crypto within two years
Overview

Vitalik Buterin warned that AI could weaken lattice cryptography within two years.

He advised storing funds in addresses that have never had a transaction history.

Ethereum's Lean roadmap is moving toward a hash-only design, raising the question of whether cryptography can follow a similar path.

Read the original article by Darryn Pollock on jp.beincrypto.com: Ethereum's Vitalik Buterin worries that AI could harm crypto within two years
Read the original article by Mohammad Shahid on jp.beincrypto.com: Phemex Card Connects Crypto to Everyday Use
Read the original article by Mohammad Shahid on jp.beincrypto.com: Phemex Card Connects Crypto to Everyday Use
Could Trump’s influence usher in a decade-plus bull market for U.S. stocks?Overview Trump Accounts are reaching 70 million U.S. children, creating a new, large cohort of long-term investors. The greatest economic benefit is the accumulation of household wealth, while the effects on U.S. GDP and national savings are expected to be much smaller. For Wall Street, Trump Accounts could generate steady passive buying of the S&P 500 and other U.S. index funds for decades.

Could Trump’s influence usher in a decade-plus bull market for U.S. stocks?

Overview
Trump Accounts are reaching 70 million U.S. children, creating a new, large cohort of long-term investors.
The greatest economic benefit is the accumulation of household wealth, while the effects on U.S. GDP and national savings are expected to be much smaller.
For Wall Street, Trump Accounts could generate steady passive buying of the S&P 500 and other U.S. index funds for decades.
Overview Webull shares fell 19% after a U.S. House committee raised concerns about the app’s ties to China. Lawmakers pointed out that Webull’s systems and data could be subject to China’s intelligence-related laws. Webull denied the reports and claimed that U.S. customer data remains in the United States. Accounts have up to $500,000 in SIPC protection, including up to $250,000 for cash. The company’s Chinese founder controls 79% of its voting rights. Read the original article by Lockridge Okoth on jp.beincrypto.com: “Webull Stock Drops 20% Over China Ties — Who Is the Beneficial Owner?”
Overview

Webull shares fell 19% after a U.S. House committee raised concerns about the app’s ties to China.

Lawmakers pointed out that Webull’s systems and data could be subject to China’s intelligence-related laws.

Webull denied the reports and claimed that U.S. customer data remains in the United States.

Accounts have up to $500,000 in SIPC protection, including up to $250,000 for cash.

The company’s Chinese founder controls 79% of its voting rights.

Read the original article by Lockridge Okoth on jp.beincrypto.com: “Webull Stock Drops 20% Over China Ties — Who Is the Beneficial Owner?”
Overview Trump is set to award Musk the National Medal of Science on Thursday. Brin, Huang, Su, Dell, and Nadella are also on the list of six. OpenAI’s Altman and Anthropic’s Amodei will not attend. The White House has not given a reason. Read the original article by Lockridge Okoth on jp.beincrypto.com: Trump to Award Science Medals to Musk and Huang, While Altman and Amodei Are Left Out
Overview

Trump is set to award Musk the National Medal of Science on Thursday.

Brin, Huang, Su, Dell, and Nadella are also on the list of six.

OpenAI’s Altman and Anthropic’s Amodei will not attend. The White House has not given a reason.

Read the original article by Lockridge Okoth on jp.beincrypto.com: Trump to Award Science Medals to Musk and Huang, While Altman and Amodei Are Left Out
Read the original article by Mohammad Shahid on jp.beincrypto.com: Stock markets fall after hitting record highs—what's behind it?
Read the original article by Mohammad Shahid on jp.beincrypto.com: Stock markets fall after hitting record highs—what's behind it?
Overview A US jury found a hacker guilty of stealing $53.3 million from a crypto platform. Prosecutors said the stolen funds were used to buy Pokémon cards, ancient Roman coins, and a piece of cloth taken to the Moon. The defense argued that he had used only tools available to anyone, but the jury disagreed. Read the original article by Lockridge Okoth on jp.beincrypto.com: Stolen Crypto Spent on Pokémon Cards—Hacker Found Guilty
Overview

A US jury found a hacker guilty of stealing $53.3 million from a crypto platform.

Prosecutors said the stolen funds were used to buy Pokémon cards, ancient Roman coins, and a piece of cloth taken to the Moon.

The defense argued that he had used only tools available to anyone, but the jury disagreed.

Read the original article by Lockridge Okoth on jp.beincrypto.com: Stolen Crypto Spent on Pokémon Cards—Hacker Found Guilty
Summary Justin Drake urged holders to move their coins to new wallet addresses. These new addresses keep wallet public keys hidden until the coins are spent. He cautions against rushing, warning that AI could break into wallets within a few months. Read the original article by Lockridge Okoth on jp.beincrypto.com: “Ethereum Researcher Shares 4 Steps to Defend Crypto in the AI Era”
Summary

Justin Drake urged holders to move their coins to new wallet addresses.

These new addresses keep wallet public keys hidden until the coins are spent.

He cautions against rushing, warning that AI could break into wallets within a few months.

Read the original article by Lockridge Okoth on jp.beincrypto.com: “Ethereum Researcher Shares 4 Steps to Defend Crypto in the AI Era”
Read the original article by Lockridge Okoth on jp.beincrypto.com: FOMC Minutes Signal Further Rate Hikes; Only Bitcoin Reacts
Read the original article by Lockridge Okoth on jp.beincrypto.com: FOMC Minutes Signal Further Rate Hikes; Only Bitcoin Reacts
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