BeInCrypto DK

Allbirds (BIRD)-aktien steg over 700% den 15. april, efter at selskabet annoncerede, at de helt dropper fodtøj og i stedet vil satse på AI compute-infrastruktur. Strategien kan virke velkendt.

Mindre end et år siden lavede en bølge af pressede medicinalfirmaer samme manøvre med kryptovaluta. De fleste af de aktier er siden kollapset.

Fra død skomærke til 700% markedsfrenzy på én dag

Allbirds, der engang var værdisat til 4 milliarder dollars efter børsnoteringen i 2021, solgte sit skobrand til American Exchange Group for kun 39 millioner dollars i marts.

Det tilbageværende selskab sikrede sig en konvertibel finansieringsfacilitet på 50 millioner dollars og planlægger at omdøbe sig til NewBird AI, hvor de vil udleje GPU’er til udviklere, som mangler compute-kraft.

“NewBird AI forventer at bruge startkapitalen fra faciliteten til at erhverve high-performance GPU-aktiver, som vil blive brugt til at betjene kunder, der har behov for dedikeret adgang til AI compute-kapacitet,” stod der i et uddrag fra pressemeddelelsen.

Efter nyheden steg Allbirds’ aktie, BIRD, med over 700%, og flere gevinster kan være på vej, efterhånden som den stigende efterspørgsel bliver ved med at bryde hver ny top.

Allbirds (BIRD) kursudvikling. Kilde: TradingView

Det er dog vigtigt at påpege, at virksomheden ikke har nogen erfaring med hardware, datacentre eller cloud-tjenester. Begge aftaler kræver stadig godkendelse fra aktionærerne på et ekstraordinært møde den 18. maj.

I dette lys bemærkede analytikere det misforhold, der er mellem aktiens udvikling og den underliggende forretning.

“Det føles som om, markedet belønner, hvad man kunne blive, ikke hvad man er… Ingen ændringer i driften fra den ene dag til den anden. Kun narrativet. Sko → dødt. AI → i live,” skrev analytiker Kyle Doops på X.

Krypto gjorde det først

I 2025 opgav mindst fire medicinalselskaber deres kerneforretning for at blive krypto-treasury selskaber.

Helius Medical blev til Solana Company og rejste 500 millioner dollars til et SOL-treasury.

Kindly MD fusionerede med Nakamoto Holdings for at opbevare Bitcoin (BTC).

MEI Pharma blev til Lite Strategy og valgte Litecoin (LTC) som reserveaktiv.

Hver aktie steg på annonceringen. Men efterspillet er en anden historie. Helius Medical var oppe i nærheden af $25 i toppen og ligger nu omkring $2,31.

Nakamoto er faldet til $0,22 og forsøger nu en aktiesammenlægning for at undgå afnotering fra Nasdaq. Lite Strategy handles til $1,10 og har en markedsværdi på omkring $40 millioner.

Solana Company (HSDT), Nakamoto (NAKA) og Lite Strategy (LITS) kursudvikling. Kilde: TradingView Samme hype, nyt navn

Master Ventures’ stifter Kyle Chassé kaldte det for “AI-effekten” og antydede, at det kun kan være begyndelsen.

“Det her er AI-effekten. Allbirds meldte deres skifte fra sko til AI og steg så 700% på én dag. Det ville ikke undre, hvis flere selskaber begyndte at lave samme træk,” foreslog Chassé på X.

Mønsteret er tydeligt. Et selskab med en mislykket forretning sælger driften, kobler sig på det hotteste narrativ, og ser aktien stige.

For krypto-treasuries forsvandt stigningen, da markederne krævede reel handling.

Efterspørgslen på AI compute er ægte, men det var efterspørgslen på Bitcoin, Ethereum og Solana (SOL) også.

Om NewBird AI bryder mønsteret eller følger det, kan afhænge af, om 50 millioner dollars er nok til at konkurrere i et marked domineret af hyperscalere, der bruger milliarder.

“Jeg ønsker Allbirds-folkene held og lykke med deres forsøg på at dreje over til GPU’er. Måske kan de gøre det. Men jeg ser det som det første klare tegn på, at det er gået for vidt. Sikke nogle sjarlataner og svindlere de er,” skrev Jim Cramer.

The American Commodity Futures Trading Commission (CFTC) is reportedly investigating suspicious oil futures trades that were made just minutes before President Donald Trump posted on Truth Social about negotiations to de-escalate with Iran.

The investigation comes after several weeks of pressure from Democratic politicians who pointed out unusual activity in the crude oil exchanges related to the president's statements.

Hundreds of millions were bet before Trump's post

On March 23, traders placed about 500 to 580 million dollars in Brent and WTI crude oil futures contracts between 6:49 and 6:50 AM ET.

Over the past few days, the ENJ token has formed three explosive daily candles. So far, Enjin has risen more than 300% in April and has become one of the most explosive altcoins in the market right now. But will this increase last?

Enjin Coin was launched in 2017 by Enjin Pte. Ltd. and was one of the earliest blockchain projects that bridged gaming and blockchain technology, allowing developers to create and manage NFT-based in-game assets on Ethereum.

After experiencing one of its most devastating bear markets ever — where it nearly lost its entire value and bottomed out at around $0.00042 in October 2025 — ENJ is now in the midst of an impressive comeback.

MicroStrategy's chairman Michael Saylor said that the company generated 17,585 BTC in profit during the first two weeks of April, an amount he estimated at about 1.3 billion dollars.

The message brings the year-to-date BTC dividend up to 2.3% and the year-to-date dividend to 5.6%, or 37,339 BTC worth approximately 2.8 billion dollars.

What BTC Gain actually measures

BTC Gain is a proprietary, non-GAAP measure that tracks the net increase in Bitcoin per diluted share. It takes into account new purchases minus the dilutive effect of issuing shares to finance the purchases.

World Liberty Financial (WLFI) has announced a governance proposal that will lock 62.2 billion tokens under new release plans and burn up to 4.5 billion WLFI permanently.

The proposal includes all allocations to insiders and early supporters and replaces infinite locks with structured cliff and vesting periods, extending up to five years.

This is how WLFI token locking works

According to the proposal, 45.2 billion WLFI owned by founders, team members, advisors, and institutional partners will be moved to a two-year cliff followed by three years of linear release.

Nvidia (NVDA) shares closed on April 14 at a price of $196.51, an increase of 3.80%, marking a four-day winning streak. This broke NVDA out of a descending channel that had been intact since the end of October.

But a proprietary indicator reveals something that the price chart alone does not show. The entire semiconductor sector has gained momentum much faster than Nvidia itself. NVDA has thus been lifted to the breakout rather than leading it.

Channel breakout with volume, where three green bars confirm the movement

Silver (XAG/USD) has risen 7.2% over the past week and has nearly erased all of its monthly losses. The metal is now trading close to $79.50 after rising 33% since the low on March 23.

The recovery coincides with a declining US Dollar Index (DXY) and improved sentiment about a ceasefire. However, silver is still trapped in a bearish channel that has held since January 29. A breakout above the channel will change the structure from a recovery to a definitive trend reversal.

A falling dollar index causes the silver price to rise within a bearish channel

Bitwise's Chief Investment Officer Matt Hougan says that Bitcoin's (BTC) rise since the war against Iran began is not a coincidence. It reflects a structural reassessment of BTC both as digital gold and as a currency.

The argument is based on a framework that Hougan calls 'two bets in one.' For five years, the market has largely only priced Bitcoin as a store of value. Iran's decision to impose a crypto tax on one of the world's busiest shipping routes suggests that another – and much larger – use case is now relevant.

Regulated crypto platforms in Europe are now beginning to compete on the quality of execution – not just compliance with regulations. This marks a new phase in the development of the region's trading infrastructure.

Bitpanda's Fusion platform is one example. It aggregates order books from 12 global trading venues, providing traders access to aggregated liquidity.

Europe's fragmented liquidity problem

For many years, European traders faced a compromise. Regulated platforms offered management and legal clarity, but rarely matched the depth of execution on global exchanges outside the European framework.

Crypto analyst Ivan Liljeqvist warned that Bitcoin (BTC) has not yet reached the bottom level for this cycle, and that a significant sell-off is still ahead.

The statement came while BTC teased further increases after testing the $76,000 mark on Tuesday during a brief surge influenced by shifting geopolitical sentiment and a surprising U.S. PPI number.

Analyst warns: Bitcoin has not reached the bottom

Liljeqvist said that Bitcoin has not yet experienced what he called “the big drop.” He believed that $60,000 was not the bottom, and that the overall trend is still clearly downward.

The rise on Wall Street is nearing a major milestone. S&P 500 is now only 0.5% from its record high level of 7.002, which was set in January 2026

The index has turned positive for the year after a strong surge, which has lifted the market value by nearly 6 trillion dollars since March 30. This surge corresponds to about 550 billion dollars per trading day over 10 consecutive days, where Tuesday was yet another green day for the index.

S&P 500 is approaching record high levels, and the increase does not seem to be slowing down

RaveDAO (RAVE) has delivered one of the most explosive altcoin rises in 2026, where the price jumped from $0.27 to a record high of $20.00 in just six trading days. Yesterday, on April 14th, it alone gave an astonishing 98% increase in one day — among the most extreme single movements in recent crypto history.

Today, on April 15th, RAVE closed its first red daily candlestick in over a week, and the price retreated to $14.75, while signs of exhaustion are piling up across all time frames. The next hours may determine if this is a healthy correction or the beginning of a devastating double top trap.

XRP is trading at $1.36 as of April 14, 2026, and is caught in one of the tightest consolidation phases since the January peak at $2.42. The overall structure of the market remains bearish on the macro timeframe, but the short-term technical indicators paint a more nuanced picture.

With low volume both in the short and long term and crypto whales' activity close to multi-month lows, the market is gearing up for a decisive move. The direction of that move could define XPR's price development in the coming weeks.

Six contributors from the Bitcoin (BTC) quantum security space, including Casa co-founder Jameson Lopp, have published BIP-361. The proposal aims to phase out the traditional ECDSA/Schnorr signatures.

The draft, titled “Post Quantum Migration and Legacy Signature Sunset,” describes a three-phase timeline that “makes quantum security a private incentive.”

What is BIP-361, and what will it achieve?

BIP-361 builds on BIP-360, which introduced a quantum-resistant output type called Pay-to-Merkle-Root (P2MR). It addresses a significant vulnerability in Bitcoin's security model.

The Bitcoin price briefly hit $76,100 on April 14, before retreating due to heavy selling pressure. The rejection occurred on the same day that Goldman Sachs filed an application for a Bitcoin Premium Income ETF.

The new fund uses a covered call strategy that profits when BTC trades sideways or only rises slightly. This makes the $76,000 resistance more than just a technical barrier. This is exactly where Wall Street's latest product is designed to perform best.

Short liquidations cause the price to rise, but Open Interest drops significantly

BitMine Immersion Technologies (BMNR) reported a net loss of 3.82 billion dollars for its fiscal quarter ending February 28, 2026, compared to only 1.16 million dollars in the same period the year before.

The losses stem almost entirely from unrealized write-downs of 3.78 billion dollars of the company's Ethereum (ETH) holdings, which is now the largest ETH holding owned by a company in the world.

BitMine net loss reaches 9 billion dollars

BitMines quarterly report shows total operating expenses of 3.85 billion dollars for the quarter, up from under 1 million the year before. The net loss for the six months ending February 28 exceeded 9 billion dollars, compared to 2.1 million in the same period last year.

Ethereum (ETH) has performed better than the broader market and all the largest digital assets among the top 10 in the past month with a price increase of over 12% during war-related macro volatility that is reshaping capital flows.

Now several analysts have pointed out three different signals that paint a bullish picture for Ethereum's price heading into the second half of April.

Ethereum record for network activity meets low prices

Leon Waidmann, research chief at Lisk, highlighted that the Ethereum mainnet reached 3.62 million transactions on April 12. This is the first time that the network has processed over 3 million transactions in one day.

XRPL Commons and Boundless have launched a new integration that brings zero-knowledge (ZK) proof technology to the XRP Ledger (XRPL).

The initiative was announced on April 14, 2026, at XRPL Zone Paris and targets institutional users who need to conduct confidential transactions without losing the ability for auditing or regulatory compliance.

What ZK proof integration enables on the XRP Ledger

The integration allows institutions to conduct payments with stablecoins, manage treasury positions, and access Decentralized Finance (DeFi) protocols without transaction details being visible on the chain. The supported stablecoins include Ripple USD (RLUSD), USDC (USDC), and Tether (USDT).

The SEC approved on April 14 the FINRA proposal to eliminate the requirement of a minimum $25,000 in equity for pattern day traders. This removed one of the most persistent barriers for retail investors.

The decision also removes the designation of 'pattern day trader,' which previously marked any customer who executed four or more day trades within five business days.

What the new rules replace

The original Pattern Day Trader (PDT) rule dates back to 2001. Authorities introduced the $25,000 threshold in response to significant losses among retail investors during the dot-com crash. For over two decades, the rule effectively prevented smaller accounts from participating in active intraday trading.

X has launched Smart Cashtags on iPhone for users in the USA and Canada, so real-time data for stocks and crypto tokens is now directly available on the app's timeline.

Features that were first revealed in January 2026 became available on April 15 after several months of anticipation regarding the platform's financial investment.

What X Cashtags can do, and how they work

X’s product manager Nikita Bier announced the rollout in a new post.

"X has always been the best source of financial news for traders and investors. Billions of dollars are allocated every day based on what people read on the Timeline," he wrote.