gemini

Gemini Space Station (NASDAQ: GEMI) привертає увагу аналітиків завдяки потенціалу зростання до +400% 🚀
Аналітики (зокрема, з Mizuho) вважають, що акції GEMI можуть суттєво подорожчати на тлі стратегічних змін у бізнесі Gemini — відомої регульованої криптобіржі, заснованої братами Вінклвосс.
Ключові драйвери зростання:
•  Вихід з менш прибуткових міжнародних ринків (Велика Британія, ЄС, Австралія) та фокус на США + Сінгапур
•  Скорочення штату та оптимізація витрат (зменшення операційних витрат на ~25%)
•  Прискорення шляху до прибутковості завдяки підвищенню операційної ефективності
•  Концентрація на високоприбуткових регіонах та продуктах (включаючи prediction markets, які набирають популярності)
Ця реструктуризація та міжнародна стратегія, на думку експертів, дозволять компанії швидше вийти на стабільний прибуток і посилити позиції на ключовому американському ринку.
У bull-case сценарії аналітики бачать цільову ціну близько $43 за акцію — це понад 400% від поточних рівнів (близько $7–8 на момент останніх даних).
🧭 Ринок реагує на трансформацію Gemini як на сигнал сильного потенціалу в умовах жорсткої конкуренції на крипто-ринку. Чи реалізується цей сценарій — покаже час, але зараз GEMI виглядає як один з цікавих гравців у секторі.
Що думаєте — варто розглядати GEMI як інвестицію на 2026 рік? Діліться думками в коментарях! 📈

#GEMI #Gemini ##USIranStandoff #BinanceSquare

Gemini’s latest quarterly update paints a picture of a fast-expanding business shouldering the weight of its own ambition. The U.S.-based crypto exchange ended the third quarter with a net loss of $159.5 million, a setback largely tied to a surge in operating expenses that accompanied its move into the public markets.
Rising Costs Overshadow Revenue Momentum
After listing on Nasdaq on September 12, 2025, Gemini saw its operating costs climb more than 70% quarter-over-quarter, jumping from $98.7 million in Q2 to $171.4 million in Q3. Much of that increase stemmed from stock-based compensation linked to the IPO, along with stepped-up marketing efforts—particularly those tied to the exchange’s bitcoin-branded Gemini credit card and broader platform development initiatives.
Even with the heavier cost load, the company reported meaningful top-line progress. Total revenue grew roughly 34% to $50.6 million, a move driven primarily by the performance of its service-related business lines.
Trading Activity and Service Expansion Drive Revenue Growth
Trading revenue remains the backbone of Gemini’s income. In Q3, it brought in $26.3 million—more than half of total revenue—supported by rising activity from both retail and institutional clients. Although lower average retail trading fees offset some of that growth, overall volume trends were strong enough to push the segment forward.
The standout performer, however, was Gemini’s service-based revenue. This line surged 111% quarter-over-quarter to $19.9 million, reinforcing how central diversification has become to the exchange’s long-term strategy.
In a note highlighting the quarter’s trends, the company emphasized that the results “reflect the growing health of the Gemini marketplace and the increasing depth of liquidity across customer segments.” Gemini reiterated that its dual-channel model—serving both retail and institutional users—continues to deliver a balanced foundation for expansion.
Inside the Q3 Cost Breakdown
The shareholder letter accompanying the earnings results offered a detailed look at the $171.4 million in operating expenses. Compensation and headcount expenses nearly doubled, rising from $36.8 million in the previous quarter to $82.5 million. A major factor was $45.8 million in stock-based compensation tied to equity awards granted as part of the IPO process.
These heavy upfront costs, while weighing on current profitability, are positioned as investments meant to fortify Gemini’s infrastructure, talent pool, and product ecosystem.
Looking Ahead: Building for the Long Game
Despite the quarterly loss, Gemini maintained a forward-looking stance. The exchange noted that its focus is on building a platform capable of taking advantage of bull-market momentum while remaining resilient during less favorable periods.
As the company continues expanding its revenue mix and bolstering its product suite, it appears intent on balancing short-term financial pressure with long-term strategic growth—an approach that may determine how effectively Gemini positions itself in an increasingly competitive digital asset landscape.
#Binance #Gemini $BTC $ETH $BNB

Bitcoin billionaires Tyler and Cameron Winklevoss, long-time supporters of President Donald Trump, have found themselves clashing with his nominee for CFTC chair, Brian Quintenz. The dispute, unfolding amid their company Gemini’s IPO, highlights how politics and crypto are becoming increasingly intertwined in Washington.

Private Messages, Public Scandal
The conflict escalated when Brian Quintenz posted private messages from Tyler Winklevoss on X. In them, Tyler complained about years of legal pressure from the Biden administration and pleaded for help:
“7 years of trophy hunting by lawyers. It’s outrageous what they did to us,” Tyler wrote in July.
The revelation drew major attention since the brothers had invested millions of dollars in Trump’s campaign and pro-crypto political groups, yet chose to go against his nominee.

Gemini: Big Plans, Harsh Reality
The IPO of Gemini Space Station raised $425 million last week, but disappointment soon followed – shares plunged more than 20%, falling below the IPO price of $28.
Founded in 2014, Gemini today leaves the twins with around 75 million shares and 94.7% of voting rights. Still, the exchange has struggled with losses, while bigger players like Coinbase continue to dominate.

Political Power and Million-Dollar Donations
At 44, the twins are fully embedded in politics:

🔹 Poured millions into Trump’s presidential campaign

🔹 Donated nearly $5 million to pro-crypto advocacy groups

🔹 Last month, contributed $21 million in bitcoin to the Digital Freedom Fund, a new super PAC backing crypto and Trump
Trump, in return, openly praised them – at a Bitcoin event he called them “male models with big, beautiful brains”. The twins also joined the elite Washington club Executive Branch, alongside David Sacks and Donald Trump Jr., where membership costs $500,000 just to get in.

Nomination Stalled, New Names Emerge
While the feud rages on, Brian Quintenz’s path to the CFTC chair has stalled. The White House is now weighing other candidates:
Michael Selig, legal counsel at the SEC’s crypto working groupTyler Williams, advisor to Treasury Secretary Scott Bessent and former Galaxy Digital staffer
Both have strong crypto backgrounds and are now frontrunners.

Winklevoss Twins: Conflict as a Strategy
The Winklevoss brothers have a history of high-profile conflicts – from suing Mark Zuckerberg over Facebook, a story later told in The Social Network, to their long battle for the first Bitcoin ETF, ultimately blocked by the SEC. This time, however, their fight goes straight to the heart of U.S. politics.
Critics argue it’s less about policy and more about personal vendettas.

Lee Reiners of Duke University put it bluntly:
“It’s a full-blown tantrum. It’s about revenge and punishment… not necessarily about future policy.”

The Bottom Line
Washington is left wondering why two of Trump’s wealthiest allies are so determined to sink one of his own nominees. And as the leadership of the CFTC remains undecided, crypto regulation is moving ever deeper into the core of U.S. national politics.

#WinklevossTwins , #TRUMP , #Gemini , #bitcoin , #USPolitics

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