Blockonomi

TLDR:

Nansen launches dedicated Sui dashboards providing real-time visibility into protocols and DeFi platforms

Integration brings AI-powered analytics and smart money tracking tools to Sui developers and institutions

Token God Mode and Nansen Profiler features will roll out in phases for deeper wallet analysis

Platform consolidates fragmented onchain data into unified views for easier interpretation and decisions

 

Nansen has officially integrated support for Sui, bringing real-time onchain analytics to the growing blockchain ecosystem. 

The integration expands access to comprehensive data tracking across wallets, tokens, and decentralized applications. 

Builders, institutions, and researchers can now monitor asset flows and participant behavior through dedicated dashboards. Additional features will launch in phases to support deeper analysis across the network.

Enhanced Analytics Platform Brings New Visibility Tools

The integration introduces AI-powered analytics and wallet intelligence to Sui users. Nansen’s platform enables teams to track smart money movements across the ecosystem. 

This visibility helps developers understand how applications perform as they scale operations.

Sui operates through programmable objects that coordinate assets, permissions, and users. These systems create complex economic interactions that require detailed monitoring. 

The analytics platform provides a consolidated view of how value moves through various protocols and applications.

Real-time data access helps teams identify adoption patterns as they emerge. Users can compare activity levels across different sectors and protocols simultaneously. 

The platform aggregates on-chain information to reveal coordination patterns among network participants.

Traditional blockchain monitoring often fragments data across multiple sources and tools. Nansen consolidates this information into unified dashboards for easier interpretation. Teams gain clearer context around network usage without managing separate data streams.

Phased Rollout Expands Analytical Capabilities Over Time

Dedicated Sui ecosystem dashboards are available immediately following the integration launch. 

These tools provide high-level visibility into top protocols and DeFi platforms. Users can track growth metrics and monitor activity across key sectors.

Token God Mode will arrive in subsequent phases to analyze performance metrics. This feature examines holder distribution patterns and transactional flow data. 

Teams can assess how tokens move through the ecosystem and identify concentration trends.

Nansen Profiler adds detailed wallet behavior analysis for institutional participants. The tool tracks smart money movements and fund activity across applications. Ecosystem builders gain insight into how experienced participants interact with protocols.

The phased approach delivers immediate value while expanding toward comprehensive coverage. 

Teams access high-impact analytics without waiting for full feature deployment. This strategy balances current needs with long-term analytical depth.

Data Access Supports Informed Decision-Making

Transparent on-chain data helps teams make allocation decisions with greater confidence. Developers can evaluate which features drive actual usage versus theoretical interest. Institutions gain measurable evidence about capital flows and participant engagement levels.

The integration strengthens the ecosystem’s ability to operate on verifiable information. Decision-makers rely less on speculation and more on observable network behavior. This approach reinforces data-driven development as applications mature and expand.

Clearer visibility into complex systems reduces uncertainty around protocol performance. Teams iterate based on concrete usage patterns rather than incomplete signals. 

Access to comprehensive analytics becomes increasingly valuable as the network grows.

Nansen’s support for Sui represents expanded infrastructure for ecosystem participants. The platform makes sophisticated analytics accessible to builders at various experience levels. 

This accessibility supports transparent evaluation as the blockchain ecosystem continues to develop.

The post Nansen Integrates Sui Blockchain to Deliver Real-Time Analytics and Onchain Data Visibility appeared first on Blockonomi.

TLDR:

Halborn joins as Strategic Partner to provide blockchain security guidance and incident response protocols. 

HashPack becomes Community Partner as leading non-custodial wallet connecting users to Hedera applications. 

Hashgraph Online contributes open-source tools that generated 34 million transactions on Hedera network. 

Genfinity adds ecosystem storytelling through educational content and podcast conversations with builders.

 

Hedera Council has expanded its partnership network with the addition of Halborn as a Strategic Partner and three organizations joining as Community Partners. 

HashPack, Hashgraph Online, and Genfinity bring specialized capabilities in security, developer tools, and ecosystem communication. 

The partnerships aim to strengthen network adoption and support builders across the Hedera ecosystem.

Security-Focused Collaboration Through Strategic Partnership

Halborn enters the Hedera Council Strategic Partner program with proven expertise in blockchain security and Web3 risk management.

 The firm will work directly with ecosystem builders and enterprise teams on secure development practices and incident response protocols. 

This collaboration represents a structured approach to embedding security throughout the development lifecycle rather than treating it as supplementary.

According to Rob Behnke, Co-Founder and Executive Chairman at Halborn, security performs best when integrated from initial design stages. 

The firm plans to provide hands-on guidance covering pre-launch preparation, ongoing security engagement, and incident readiness support. 

Behnke emphasized that their role on Hedera Council will contribute practical guidance to help builders and enterprises collaborate with greater resilience.

The Strategic Partner program connects mission-aligned organizations with demonstrated scale and technical depth to the Hedera ecosystem. 

Halborn will participate in working groups, workshops, and technical collaborations alongside Council members. 

This structure enables coordinated efforts between enterprises, developers, and security professionals working on the network.

Hedera Council announced these partnerships through its official X account, highlighting how each organization brings distinct capabilities to accelerate adoption. 

Hedera Council welcomes @HalbornSecurity as a Strategic Partner, alongside new Community Partners @hashpack, @HashgraphOnline, and @Genfinity.

By joining, they bring expertise across security, builder enablement, and ecosystem visibility, to accelerate real-world adoption… pic.twitter.com/y3PyFY3HVo

— Hedera (@hedera) January 23, 2026

The announcement grouped Halborn separately from the Community Partners, reflecting different program structures and engagement models within the Council’s partnership framework.

Community Partner Program Expands Builder Support

HashPack joins as a Community Partner, serving as a primary wallet interface for Hedera network participants. 

The non-custodial wallet provides access to decentralized applications, DeFi protocols, and NFT platforms built on Hedera. 

Available across iOS, Android, and browser extensions, the wallet simplifies user interaction with network applications.

May Chan, CEO of HashPack, described the wallet as core infrastructure within the Hedera ecosystem connecting users and enterprises to network capabilities. 

Chan expressed enthusiasm about the Community Partner Program’s expansion and confirmed HashPack will continue delivering secure tools for managing digital assets. 

The company plans to support growing momentum in enterprise adoption and decentralized finance applications.

Hashgraph Online brings builder-focused resources through open standards and developer tooling to the Community Partner program. 

The organization maintains the Hashgraph Consensus Standards framework, which supports on-chain applications with production-ready protocols. 

Michael Kantor, President of Hashgraph Online, reported their open-source specifications and tools have generated over 34 million transactions on the network.

Genfinity contributes ecosystem storytelling and educational content as a Community Partner. Ryan Solomon, Founder and CEO, stated their focus remains on representing ecosystem developments with clarity and professionalism as real-world deployments expand. 

The media organization produces articles and podcast conversations featuring founders, builders, and emerging projects across the Hedera network.

The post Hedera Council Adds Halborn as Strategic Partner Alongside Three Community Partners appeared first on Blockonomi.

TLDR

Shares of Adani Group companies fell sharply following SEC court filings on bribery and fraud charges.

The SEC seeks permission to issue summons to Gautam and Sagar Adani regarding misleading investors and corruption.

The Adani Group is accused of raising $3 billion by securing energy contracts through illegal payments to officials.

Adani Green Energy dropped nearly 14%, and Adani Enterprises saw a 10.7% decline due to the news.

The SEC’s filing details a $250 million bribery scheme to obtain $2 billion in solar energy contracts.

Shares of Adani Group companies dipped on Friday following court filings from the U.S. Securities and Exchange Commission (SEC). According to CNBC, the filings indicate the SEC is seeking to send summons to Adani Group Chairman Gautam Adani and Sagar Adani, the executive director of Adani Green Energy, in relation to bribery and fraud charges.

U.S. SEC Seeks to Issue Summons to Adani Executives

The SEC has approached U.S. District Judge Nicholas Garaufis in Brooklyn to request permission to issue a legal summons. This action targets Gautam Adani and Sagar Adani in connection with charges of misleading international investors regarding anti-bribery and anti-corruption practices. 

The SEC claims the Adani Group executives raised more than $3 billion by securing energy contracts while making illegal payments to Indian government officials. The SEC’s filing also states that the Indian Ministry of Law and Justice rejected two requests last year to serve the summons under the Hague Convention.

According to the SEC, the Ministry contended that it lacked the authority to allow the summons to be served. This legal challenge marks a critical moment in the ongoing investigation into the Adani Group’s financial practices.

Adani Group Shares See Sharp Declines

Shares of Adani Green Energy closed nearly 14% lower, reflecting the market’s reaction to the news. The company’s stock price drop follows the filing of charges related to bribery and fraudulent activities. Similarly, Adani Enterprises, one of the flagship companies of the Adani Group, saw a 10.7% drop in its share price.

Adani Power, another major player in the group, also saw a 5.7% decline. The SEC’s court filings describe a bribery and fraud scheme involving the payment of more than $250 million in bribes to secure solar energy contracts. The contracts, which generated more than $2 billion in profits, were allegedly obtained through corrupt dealings with Indian government officials.

The SEC’s charges suggest a coordinated effort by the Adani Group to mislead investors about the legality of their business practices. The U.S. federal court is expected to review the SEC’s request to issue the summons to the Adani executives. Meanwhile, the ongoing investigation into the Adani Group’s practices continues to unfold, with potential legal consequences for those involved.

The post Adani Group Shares Fall Amid SEC Charges of Bribery and Fraud appeared first on Blockonomi.

TLDR:

STRC targets fixed-income investors, creating capital access independent of equity market sentiment 

The instrument maintains Bitcoin buying capacity even when mNAV ratios make equity raises marginal 

STRC purchases increase NAV without dilution, strengthening conditions for future ATM issuance 

Combined STRC and equity mechanisms create reinforcing cycle amplifying total acquisition capacity

 

MicroStrategy’s preferred stock instrument STRC has introduced a structural shift in the company’s Bitcoin accumulation strategy, according to market analyst Adam Livingston. 

The mechanism enables capital raising independent of common equity dynamics, creating conditions for sustained asset purchases regardless of market NAV multiples. 

This development addresses historical limitations that previously constrained acquisition capacity during periods of compressed equity valuations.

Dual Capital Engine Architecture Transforms Acquisition Capacity

The STRC instrument operates as a parallel financing channel that bypasses traditional equity dilution concerns. 

Unlike common stock issuance, which requires elevated market-to-NAV ratios to remain accretive, STRC targets fixed-income investors seeking yield rather than equity beta exposure. 

This distinction proves critical when mNAV hovers near current levels of approximately 1.06, where common equity raises provide minimal per-share benefits.

Livingston outlined the operational framework in his analysis, noting that STRC “raises capital without touching common equity” and remains “agnostic to mNAV.” 

The analyst emphasized that this structure “targets a completely different buyer base” consisting of yield-seeking fixed income investors rather than equity beta chasers. 

STRC IS THE FINAL PUZZLE PIECE FOR SAYLOR'S GRAND BITCOIN BUYING MASTERPLAN

At today's mNAV ≈ 1.06, issuing common equity is slightly accretive, not massively, but importantly not destructive.

That gives Saylor permission to use the ATM in measured size without hurting BTC… pic.twitter.com/kq239haWRH

— Adam Livingston (@AdamBLiv) January 22, 2026

The instrument allows Bitcoin accumulation even when traditional ATM programs would produce marginal results.

Capital deployed through STRC immediately increases the company’s Bitcoin holdings without affecting per-share metrics negatively. 

This preserves shareholder value while expanding the overall asset base. According to Livingston, the mechanism means that “BTC per share can rise without common dilution” while “NAV grows independently of equity sentiment.” 

The structural advantage manifests in the ability to maintain buying pressure across varying market conditions.

Fixed-income buyers represent a distinct investor class with different return requirements than equity participants. 

By accessing this alternative capital pool, MicroStrategy secures funding streams that remain available when equity markets price shares at compressed multiples. 

The independence from common equity sentiment creates operational flexibility that previously did not exist within the company’s capital structure. 

Balance sheet strength improves mechanically as STRC proceeds fund direct Bitcoin purchases, increasing NAV without corresponding dilution to existing shareholders.

Reinforcing Feedback Mechanisms Drive Sustained Growth

The relationship between STRC issuance and equity market dynamics creates a self-reinforcing cycle. Livingston described the progression as a feedback loop where “STRC raises capital” with “no common dilution” leading to “immediate BTC purchases.” 

These Bitcoin acquisitions then “put direct positive pressure on Bitcoin price” while mechanically increasing Strategy’s NAV. 

This expansion strengthens the balance sheet and supports higher mNAV valuations independent of speculative price movements.

As mNAV stabilizes or rises, conditions become favorable for larger-scale ATM equity issuance. When mNAV reaches levels where common equity raises turn accretive, the ATM program activates at increased scale. 

The analyst noted that rising NAV “stabilizes or lifts mNAV even without price speculation,” which in turn “reopens the ATM at larger scale” and “makes common equity issuance increasingly accretive.”

Even modest mNAV premiums allow equity issuance that positively impacts per-share Bitcoin holdings. The combined effect of STRC and ATM programs amplifies total acquisition capacity beyond what either mechanism achieves independently. 

Livingston explained that “each leg strengthens the next” as the cycle progresses from STRC to BTC to NAV to mNAV to ATM and back to BTC. Each capital raise strengthens positioning for the subsequent funding round.

Market impact extends beyond corporate financing mechanics. Sustained Bitcoin purchases from both STRC and equity proceeds create persistent bid pressure on the underlying asset. 

The analyst characterized the system as multiplicative, stating that STRC “quietly manufactures the balance sheet conditions that make even a low mNAV regime productive, then turns that productivity into future equity optionality.” 

This effectively removes the binary dependence on elevated equity valuations that previously limited execution flexibility across market cycles.

The post How STRC Completes MicroStrategy’s Multi-Layered Bitcoin Buying Strategy, Analyst Explains appeared first on Blockonomi.

TLDR:

SEC and CFTC chairmen will discuss eliminating unclear regulatory boundaries affecting crypto firms. 

The January 27 event aims to support the goal of making America the leading crypto capital globally. 

Market participants have struggled with misaligned regulations based on outdated jurisdictional divisions. 

The meeting will be livestreamed publicly with Eleanor Terrett moderating the fireside discussion.

 

The Securities and Exchange Commission and Commodity Futures Trading Commission will convene a joint public event next week focused on regulatory harmonization in the cryptocurrency sector. 

Chairman Paul S. Atkins and Chairman Michael S. Selig announced the meeting Tuesday, scheduled for January 27 at CFTC headquarters in Washington, D.C. 

The one-hour session aims to address long-standing regulatory conflicts affecting digital asset market participants.

NEXT WEEK: We are partnering with the @CFTC to hold a joint event on harmonization and U.S. financial leadership in the crypto era.

The event, held at CFTC headquarters, will be open to the public and livestreamed on our website.

— U.S. Securities and Exchange Commission (@SECGov) January 22, 2026

Regulatory Leaders Address Jurisdictional Challenges

Both agencies have acknowledged the persistent difficulties facing crypto businesses navigating overlapping regulatory frameworks. 

“For too long, market participants have been forced to navigate regulatory boundaries that are unclear in application and misaligned in design,” the chairmen stated. 

They attributed these challenges to legacy jurisdictional silos that have hindered the industry’s development.

The event represents a concrete step toward resolving these conflicts between the two primary federal financial regulators. 

Chairman Atkins will open the session at 10 a.m., followed by remarks from Chairman Selig. The program includes a 30-minute discussion moderated by Eleanor Terrett, co-founder of Crypto in America.

Registration is not required for those planning to watch the livestream on the SEC’s website. Physical attendance at Three Lafayette Centre will be available on a first-come basis, with doors opening at 9:30 a.m. 

The SEC shared details about the partnership through its official social media channels earlier this week.

Broader Implications for American Crypto Policy

The joint statement framed the initiative within the Trump administration’s stated goal of establishing United States dominance in cryptocurrency markets. 

According to the chairmen, the event “will build on our broader harmonization efforts to ensure that innovation takes root on American soil.” 

They emphasized their commitment to fostering development under American law while serving investors, consumers, and economic leadership.

The harmonization effort seeks to eliminate regulatory ambiguity that has pushed some crypto firms to operate offshore. 

Current rules often force companies to interpret whether their products fall under SEC securities regulations or CFTC commodity oversight. 

This uncertainty has created compliance challenges that industry participants have documented extensively.

The session on January 27 will explore specific approaches to aligning the agencies’ regulatory positions. Both chairmen indicated that clear, coordinated rules would encourage crypto businesses to establish operations domestically. 

The event marks one of the first major policy announcements from both agencies under their current leadership.

Market observers view the meeting as a signal that federal regulators are moving toward a unified approach. The timing aligns with broader congressional discussions about comprehensive digital asset legislation.

Industry stakeholders have long advocated for clarity on which regulator oversees different types of crypto products and services.

The post SEC and CFTC to Hold Joint Event on Crypto Regulatory Harmonization appeared first on Blockonomi.

TLDR:

YZi Labs, CZ’s $10B investment vehicle, takes strategic position in BitGo’s NYSE public offering. 

BitGo manages $82B in assets across 5,100+ institutions with decade-long hack-free security record. 

Platform offers full-service custody, staking infrastructure, and white-label stablecoin issuance. 

Partnership combines BitGo’s regulated infrastructure with Binance and BNB ecosystem’s global reach.

 

YZi Labs has announced a strategic investment in BitGo’s initial public offering as the digital asset custody platform begins trading on the New York Stock Exchange. 

The move represents a significant endorsement of regulated cryptocurrency infrastructure by Changpeng Zhao’s $10 billion investment vehicle. 

BitGo manages $82 billion in assets across more than 5,100 institutional clients in 100 countries, positioning itself as critical infrastructure for institutional digital asset adoption.

Regulated Infrastructure Attracts Major Backing

The investment from YZi Labs, formerly known as Binance Labs, marks a clear focus on compliant digital asset infrastructure. 

The firm now operates as CZ’s independent investment arm concentrating on Web3, artificial intelligence, and biotechnology sectors. 

BitGo operates under U.S. regulatory frameworks with a qualified trust structure spanning multiple jurisdictions. 

The platform maintains compliance standards across North America, Europe, the Middle East, and Asia.

Mike Belshe founded BitGo and serves as chief executive officer. He previously contributed to foundational internet technologies at Netscape and Google Chrome. 

The company has maintained a hack-free security record throughout its decade-long operational history. 

Ella Zhang, Head of YZi Labs, noted that BitGo has maintained this security record “for over a decade, a testament to the technical foundation laid by its inventor and CEO, Mike Belshe.”

https://t.co/RixOKzJ5vp

— YZi Labs (@yzilabs) January 23, 2026

BitGo provides comprehensive digital asset services beyond basic custody functions. The platform offers staking-as-a-service, enabling institutions to generate yields on supported cryptocurrencies. 

Additionally, BitGo delivers stablecoin-as-a-service infrastructure that allows banks and enterprises to issue white-label stablecoins. These services address the full lifecycle of institutional digital asset management needs.

The custody platform’s scale demonstrates growing institutional adoption of cryptocurrency infrastructure. 

Zhang emphasized that “as the digital asset industry matures, BitGo’s regulated, institutional-grade infrastructure has become a critical competitive advantage.” 

With $82 billion in assets on platform, BitGo has established itself as essential infrastructure for digital asset markets. 

The company’s multi-jurisdictional regulatory compliance framework positions it to capture increasing institutional demand across global markets.

Strategic Alignment for Global Expansion

YZi Labs views U.S.-regulated platforms as strategic pillars for capital markets converging with digital asset systems. 

The investment firm committed to providing resources for BitGo’s expansion as a publicly traded company. Zhang stated the firm is “committed to providing the strategic resources necessary to fuel its next phase of global growth as a public company.”

The partnership combines BitGo’s security infrastructure with the global reach of the Binance and BNB ecosystem. Belshe commented on the collaboration, stating that “YZi Labs’ strategic investment is not just a backing; it is a shared commitment to a future built on compliant, institutional-grade infrastructure.” 

He added that by combining BitGo’s security technology with the BNB ecosystem’s market reach, they are “setting the standard for how the world’s capital enters this space.”

The NYSE listing provides BitGo with additional transparency and regulatory oversight expected by traditional financial institutions. 

Belshe stated the company’s “mission remains to deliver absolute trust to the digital asset ecosystem” as it debuts on the exchange. 

This public market presence may accelerate institutional adoption by reducing counterparty concerns among traditional financial players.

BitGo’s stablecoin infrastructure addresses growing demand from traditional finance for blockchain-based payment systems. 

Banks increasingly explore stablecoin issuance to improve cross-border transaction efficiency and reduce settlement times. The platform’s white-label capabilities enable financial institutions to maintain brand identity while accessing blockchain rails. 

The investment reflects broader trends toward regulated cryptocurrency infrastructure that meets institutional requirements for compliance, insurance coverage, and regulatory supervision across global operations.

The post YZi Labs Invests in BitGo’s NYSE IPO as Custody Giant Targets Institutional Market appeared first on Blockonomi.

TLDR:

BOJ held rates at 0.75% in an 8-1 vote, with one member pushing for a hike to 1%, citing price risks.

The growth forecast was raised to 0.9% for FY2026 as inflation stayed above the 2% target for 45 consecutive months.

The yen fell 4.6% since October to 158.97 per dollar, prompting warnings from Finance Minister Katayama.

Bond yields hit multidecade highs despite tightening, with Ueda ready for nimble action on volatility.

 

The Bank of Japan maintained its benchmark interest rate at 0.75% during Friday’s policy meeting while upgrading economic growth forecasts. 

The decision comes amid market volatility triggered by Prime Minister Sanae Takaichi’s call for snap elections next month. 

Governor Kazuo Ueda reaffirmed the central bank’s commitment to gradual rate increases if economic conditions support such moves. The board voted 8-1 to hold rates steady after raising them to a 30-year high in December.

Growth Forecasts Rise as Inflation Remains Above Target

The central bank raised its economic growth projection for the fiscal year ending March 2026 to 0.9% from 0.7%. The outlook for fiscal 2026 also increased to 1% from the previous 0.7% estimate. 

These upgrades reflect expectations of moderate GDP expansion as global economies recover. The BOJ anticipates that a virtuous cycle of rising wages and prices will continue. 

TOKYO, Jan 23 : The Bank of Japan is set to keep interest rates steady on Friday and signal cautious optimism that the economy will maintain a moderate recovery that would justify raising still-low borrowing costs further.

BOJ Governor Kazuo Ueda is likely to offer few clues on… pic.twitter.com/2Qkwvnvk5S

— MartyParty (@martypartymusic) January 23, 2026

Government economic measures and accommodative financial conditions are expected to support this trend.

Board member Hajime Takata dissented by proposing a rate increase to 1%. He argued that price risks in Japan were tilted to the upside. 

December inflation data showed headline price growth at 2.1%, the lowest since March 2022. However, prices have remained above the 2% target for 45 consecutive months. 

Core-core inflation, which excludes fresh food and energy, registered 2.9% in December. The central bank projects underlying inflation will continue rising moderately.

Wage growth and sticky service prices above 2% continue to underpin inflation. Masahiko Loo from State Street Investment Management observed that the firm’s underlying inflation supports the BOJ’s normalization path. 

“This firm underlying inflation reinforces our view that the BOJ’s normalization path will stay intact, albeit at a gradual pace,” Loo stated. 

The bank expects inflation to fall below 2% in the first half of the year. Nevertheless, underlying price pressures remain supported by wage increases. Japan began policy normalization in March 2024 by ending negative interest rates.

Political pressure has intensified on the central bank’s tightening approach. Takaichi and other prominent figures advocate softer rates to boost economic growth. Japan’s third-quarter GDP contracted 0.6% quarter-on-quarter and 2.3% annualized. 

This exceeded initial estimates and highlights economic fragility. The government has planned a record $783 billion budget for the next fiscal year. A $135 billion stimulus package was also implemented last year to help households manage living costs.

Bond Yields Surge as Yen Weakens Against Dollar

Japanese bond yields have climbed to multidecade highs over the past month despite monetary tightening. 

Real rates remain negative while fiscal concerns mount. Ueda acknowledged long-term interest rates were rising at a fast pace. 

The BOJ governor assured markets that the central bank was ready to take nimble action to address exceptional moves. 

Ueda also emphasized that the bank will continue raising interest rates if economic and price forecasts materialize. Capital outflows have accelerated as yields rise.

The yen has declined significantly against the dollar since late last year. It fell approximately 4.6% from October 21, when Takaichi became prime minister. 

The currency currently trades around 158.97 per dollar. Finance Minister Satsuki Katayama warned against one-sided currency movements. 

She conveyed deep concern about yen depreciation to Treasury Secretary Scott Bessent in Washington last week.

Katayama reported Friday that the bond market rout appeared to have receded. She emphasized close monitoring of financial markets with high urgency. 

When asked about currency volatility, Ueda noted that instability remains elevated and requires scrutiny. “Volatility remains high,” Ueda stated, adding he would scrutinize developments. 

State Street projects one rate hike in 2026 and another in 2027. The terminal rate is expected to reach 1.25% under this base case scenario.

If the yen breaches 160 against the dollar, two hikes could occur this year. One increase might come as early as April, pushing the terminal rate to 1.5%. 

The terminal rate represents a level balancing inflation and economic growth. Market participants continue watching for signals on the timing of the next rate adjustment.

The post Bank of Japan Holds Rates at 0.75% as Bond Yields Rise and Yen Weakens Amid Political Pressure appeared first on Blockonomi.

TLDR

JPMorgan highlights Nvidia, Broadcom, and Micron as leading AI chip investments before earnings reports

Semiconductor industry revenue expected to grow over 15% in 2026 with strong AI demand

Nvidia controls 80-90% of AI accelerator market with earnings due February 25

Broadcom’s AI chip revenue jumped 74% year-over-year with 55-60% market share in custom chips

Micron stock surged 40% this year but can only fulfill half to two-thirds of customer orders for high-bandwidth memory

JPMorgan has released its list of preferred semiconductor investments as earnings season approaches. The banking giant expects solid performance from chip companies throughout 2026.

Analyst Harlan Sur named Nvidia, Broadcom, and Micron as the firm’s top three selections. JPMorgan maintains overweight ratings on these stocks along with Marvell Technology, Analog Devices, KLA Corp, and Synopsys.

The firm also likes smaller companies MACOM Technology Solutions and Astera Labs. These names stand to gain from AI data center buildouts.

Sur forecasts that most semiconductor companies will meet or beat fourth-quarter expectations. Companies should also provide positive guidance for the first quarter and full year 2026.

JPMorgan estimates industry revenue could climb more than 15% this year. The firm projects AI accelerator spending will exceed $200 billion in 2025 with a 50% compound annual growth rate.

AI accelerators are specialized chips used in servers, data centers, and cloud platforms. These components speed up artificial intelligence applications and processing tasks.

Nvidia Dominates AI Chip Market

Nvidia maintains an 80-90% share of the AI accelerator market. The company reports its Q4 FY2026 results on February 25.

Major cloud providers continue to drive strong demand for Nvidia products. The company’s CUDA software platform helps keep customers locked into its ecosystem.

Nvidia’s Blackwell platform is currently scaling production. The next-generation Vera Rubin platform is expected to reduce AI processing costs when it launches.

Wall Street analysts rate Nvidia as a Strong Buy. The consensus price target suggests approximately 43% upside potential from current levels.

Broadcom’s Custom Chip Business Grows

Broadcom reports Q1 FY26 earnings on February 26. The company supplies custom chips and networking hardware for large-scale AI systems.

Broadcom controls 55-60% of the custom AI chip market. CEO Hock Tan stated that AI chip sales rose 74% year-over-year and are generating record revenue.

The company holds a Strong Buy rating from analysts. Wall Street sees roughly 41% upside for Broadcom shares.

Micron Struggles to Meet Memory Demand

Micron will announce Q2 FY26 results on April 1. Shares have climbed 40% year-to-date on strong high-bandwidth memory demand.

The company can currently satisfy only half to two-thirds of what major customers need. This supply constraint highlights the intense demand for memory chips in AI applications.

Micron carries a Strong Buy rating from analysts. However, the average price target of $374.35 indicates about 6% downside from current trading levels after the recent rally.

JPMorgan cautioned that rising memory prices could hurt PC and smartphone sales later in 2026. Despite this risk, the firm remains optimistic about AI chip demand.

U.S. semiconductor stocks rose Wednesday after JPMorgan released its analysis. Nvidia and Broadcom led the gains among the recommended names.

The post Nvidia, Broadcom, Micron: JPMorgan’s Top Semiconductor Picks for 2026 appeared first on Blockonomi.

TLDR

Nvidia stock climbed 1.5% after Bloomberg reported China granted preliminary approval for tech companies to order H200 AI chips

Chinese tech giants Alibaba, Tencent, and ByteDance can now discuss specific purchase quantities with Nvidia

Chinese companies could buy around 1.5 million H200 chips worth roughly $30 billion in revenue

Nvidia agreed to give the U.S. government a 25% cut of sales from China

The approval reverses earlier reports that Beijing was blocking H200 chip shipments to China

Nvidia shares jumped Friday morning after reports emerged that Chinese regulators have cleared the path for major tech companies to order the chipmaker’s H200 AI processors.

The stock rose 1.5% following a Bloomberg report that Beijing granted preliminary approval to companies including Alibaba, Tencent, and ByteDance. These firms can now advance to the next stage of purchase preparations and discuss specific order quantities.

The development marks a reversal from recent reports suggesting China was blocking H200 shipments. Sources told Bloomberg that Chinese officials have given in-principle approval for the orders to move forward.

The H200 chips are critical components for running AI systems. They represent a key part of Nvidia’s high-performance computing lineup.

Massive Revenue Potential

KeyBanc analyst John Vinh estimates Chinese companies could purchase around 1.5 million H200 chips. That translates to roughly $30 billion in potential revenue for Nvidia.

The deal comes with strings attached. Nvidia agreed to pass 25% of the China sales to the U.S. government.

Chinese regulators reportedly plan to encourage companies to buy a certain amount of domestic chips as a condition for approval. However, no specific quota has been set yet.

Supply Chain Impact

The Financial Times previously reported that manufacturers in Nvidia’s H200 supply chain had paused production. This followed customs officials blocking shipments of the hardware designed for the Chinese market.

Beijing’s stance now appears to be softening on these restrictions. The chips involved are specially designed versions created for the Chinese market.

Other semiconductor companies also saw movement Friday morning. Advanced Micro Devices stock rose 2.7% in premarket trading. Broadcom shares dipped 0.3%.

AMD hopes to secure its own chip sales in China. Broadcom works with ByteDance on custom AI processors.

Nvidia’s regular trading session Thursday saw shares gain 0.8%. The stock opened premarket Friday at $187.74.

The H200 chips are essential for tech companies building and operating AI systems. China’s tech sector has been racing to develop AI capabilities.

Alibaba, Tencent, and ByteDance rank among China’s largest technology firms. All three companies are investing heavily in AI development and infrastructure.

The approval allows these companies to now discuss specific quantities they would require from Nvidia. This marks a concrete step forward in the purchasing process after the preliminary clearance.

The post Nvidia (NVDA) Stock: China Finally Greenlights H200 Chip Orders Worth $30 Billion appeared first on Blockonomi.

TLDR

Movano (MOVE) stock jumped 160.55% in pre-market trading after merger partner Corvex announced a GPU lease deal

Corvex secured a long-term agreement to lease Nvidia H200 GPUs to an AI battery technology company

The GPU deployment will support AI development and research for the battery tech provider

Movano is set to merge with Corvex in an all-stock transaction announced in November 2025

Pre-market volume exceeded 14 million shares compared to the typical 27,000 daily average

Movano stock rocketed higher on Friday morning after Corvex announced a major GPU lease agreement. The company’s shares climbed 160.55% in pre-market trading.

Corvex, an AI cloud computing company, secured a long-term deal with an established AI-driven battery technology provider. The agreement involves leasing Nvidia H200 GPUs for AI development and research work.

Movano stock is moving because the company is merging with Corvex. The all-stock transaction was announced on November 10, 2025. Right now, MOVE shares represent the only public way to invest in Corvex.

The GPU deployment will support the battery company’s AI initiatives. The customer chose Corvex for its superior value and hyperscaler-class operations over other AI infrastructure providers.

Corvex designed the solution to maximize compute density while maintaining flexibility for peak demand. The company is providing a secure, managed on-premise setup with hardware-enforced encryption.

This addresses strict data sovereignty and compliance requirements. The battery technology provider needed infrastructure that could handle these security demands.

Jay Crystal, Co-CEO of Corvex, commented on the deal. He said the deployment shows how AI innovators are scaling production without compromising economics, market access, or operational velocity.

Market Response and Trading Activity

Trading volume tells the story of investor interest. Pre-market activity saw more than 14 million shares change hands.

For context, Movano’s three-month daily average sits around 27,000 shares. That’s roughly 500 times the normal volume.

Seth Demsey, the other Co-CEO of Corvex, weighed in on what the deal means. He noted growing demand from AI model builders for secure GPU infrastructure that’s easy to use and more cost-effective than existing options.

Stock Performance Context

The surge comes after a rough stretch for MOVE. Shares had dropped 2.24% the previous day.

Year-to-date, the stock is down 16.13%. Over the past 12 months, shares have fallen 85.76%.

The merger deal positions Corvex to enter public markets through Movano. Corvex specializes in GPU-accelerated infrastructure for AI workloads.

The battery technology customer selected Corvex’s infrastructure over competing providers. The deal validates Corvex’s approach to AI computing solutions.

Corvex’s GPU clusters are built to handle demanding AI workloads. The infrastructure supports both development and production environments.

The security features include hardware-enforced encryption. This level of protection matters for companies with strict compliance needs.

Pre-market trading on Friday showed MOVE at sharply higher levels following the Corvex announcement about its GPU lease agreement with the AI battery technology provider.

The post Movano (MOVE) Stock Soars as Partner Secures Nvidia H200 GPU Deal appeared first on Blockonomi.

TLDR

UK regulator Ofcom has launched an investigation into Meta Platforms over potentially incomplete or inaccurate information about WhatsApp

The probe centers on data Meta submitted during Ofcom’s review of the wholesale market for business bulk SMS messages

HSBC maintains a Buy rating on Meta stock with a $905 price target, citing AI benefits to advertising business

Meta’s capital expenditures expected to grow by approximately $39.4 billion in 2026

Meta stock currently trades at $647.63 with analyst price targets ranging from $685 to $1,117

British telecommunications regulator Ofcom dropped a bombshell on Meta Platforms this week. The watchdog announced it’s investigating whether the tech giant provided complete and accurate information about WhatsApp during a market review.

The investigation focuses on Meta’s submissions during Ofcom’s examination of the wholesale market for business bulk SMS messages. These are the texts you get for appointment reminders and package delivery updates.

Ofcom stated the available evidence suggests Meta’s responses may not have been complete and accurate. The regulator conducted this SMS market review last year.

The timing is interesting given Meta’s broader push into AI and advertising. HSBC recently reiterated its Buy rating on Meta stock with a $905 price target.

The investment bank points to Meta’s early involvement in AI models and heavy tech investments. These efforts already support Meta’s advertising business by driving higher usage and increasing ad space.

Meta’s financial health looks solid on paper. The company boasts 82.01% gross profit margins and 21.27% revenue growth over the last twelve months.

Meta stock currently trades at $647.63. That’s well below HSBC’s target but within the broader analyst range of $685 to $1,117.

Capital Spending on the Rise

Meta has signaled major spending increases ahead. The company guided that capital expenditure dollar growth in 2026 will be substantially larger than the $32 billion increase expected in fiscal year 2025.

Market consensus anticipates capital expenditures to grow by approximately $39.4 billion in 2026. That’s a hefty jump in infrastructure and technology investment.

Total expenses will also climb faster. Meta indicated that total expenses will grow at a faster percentage rate in 2026 than in 2025.

Consensus expectations point to 23% growth in 2025 and 28% growth in 2026. These numbers reflect Meta’s aggressive AI push.

AI Strategy Takes Center Stage

HSBC acknowledges Meta isn’t the best positioned company in Generative AI traffic. Competitors like OpenAI, Gemini, Deepseek, and Claude lead that race.

But Meta’s initial focus has been different. The company is leveraging AI for its main advertising business rather than chasing pure AI traffic.

Meta’s valuation appears in line with its fair value. The stock trades at a P/E ratio of 28.56.

The UK investigation adds a wrinkle to Meta’s otherwise bullish outlook. Ofcom’s probe specifically examines information provided during the wholesale SMS market review.

Business bulk SMS messages represent a specific market segment. Companies use these services for customer communications like appointment reminders and delivery notifications.

Ofcom has not disclosed specific details about what information may have been incomplete or inaccurate. The regulator launched the investigation based on available evidence from last year’s market review.

The post Meta Platforms Stock: UK Regulator Opens Investigation Into WhatsApp Data appeared first on Blockonomi.

TLDR:

Ledger seeks over $4 billion valuation in planned US IPO, nearly triple its 2023 funding round assessment.

Goldman Sachs, Jefferies, and Barclays will underwrite the New York listing expected later this year.

Company revenue hit triple digits in 2025 as crypto thefts surged from $13 billion to $17 billion annually.

Ledger secures approximately $100 billion in Bitcoin for customers through its hardware wallet devices.

 

French crypto hardware wallet manufacturer Ledger is preparing for a US initial public offering that could value the company above $4 billion. 

The Paris-based firm has engaged Goldman Sachs, Jefferies, and Barclays as underwriters for the listing. The transaction could materialize later this year, according to sources familiar with the matter. 

The move represents a significant milestone for the crypto security sector as institutional interest continues growing.

Wall Street Banks Drive Ledger’s Public Market Entry

Ledger has selected three prominent Wall Street institutions to manage its upcoming New York listing. Goldman Sachs will serve alongside Jefferies and Barclays in coordinating the offering process. 

The Financial Times reported the development, citing people close to the situation who noted plans remain fluid.

Exclusive: The French cryptocurrency group, which sells devices that allow investors to securely store tokens, is working with bankers at Goldman Sachs, Jefferies and Barclays on an initial public offering that could take place as soon as this year. https://t.co/SLDJma0xX1 pic.twitter.com/FdoOGh6B58

— Financial Times (@FT) January 23, 2026

The proposed valuation exceeds $4 billion, marking substantial growth from the company’s 2023 assessment. 

During a funding round two years ago, investors valued Ledger at approximately $1.5 billion. The nearly threefold increase reflects strong business momentum and expanding market opportunities in digital asset security.

Chief Executive Pascal Gauthier addressed the company’s IPO strategy in November 2025, highlighting New York’s position in crypto finance.

 “Me spending more time in New York is with the understanding that money is in New York today for crypto, it’s nowhere else in the world, it’s certainly not in Europe,” Gauthier stated. The executive’s comments underscore the geographic shift in cryptocurrency capital formation.

Rising Theft Incidents Fuel Hardware Wallet Demand

Ledger’s revenue performance has strengthened considerably throughout 2025, reaching triple-digit millions. 

The growth stems from heightened demand for secure self-custody solutions amid escalating cyber threats. Users increasingly seek hardware devices to protect their digital assets from online vulnerabilities.

According to Chainalysis data, crypto-related thefts and fraud reached approximately $17 billion in 2025. This figure represents a notable increase from the $13 billion recorded during 2024. 

The surge in malicious activity has driven investors toward cold storage solutions like those Ledger provides.

Gauthier disclosed that the company safeguards roughly $100 billion in Bitcoin for its customer base. Founded in 2014, Ledger has established itself as a leading provider of hardware wallets for cryptocurrency storage. 

The devices allow users to maintain control of their private keys offline, reducing exposure to hacking attempts and phishing schemes targeting exchange-held funds.

The post Ledger Targets $4B Valuation in Planned US IPO With Goldman Sachs appeared first on Blockonomi.

TLDR

TSMC posted 26% Q4 revenue growth and forecasts 30% expansion in 2026

Company expects 25% annual growth rate through 2029 driven by AI chip demand

Stock valued at 24 times forward earnings versus 30x for major tech companies

Phoenix manufacturing expansion includes $165 billion investment in new facilities

Taiwan commits $250 billion to US semiconductor production under new trade agreement

Taiwan Semiconductor Manufacturing posted strong quarterly results and issued bullish guidance that highlights ongoing AI infrastructure expansion. The chip foundry’s projections point to years of sustained growth ahead.

TSMC reported 26% revenue growth in the fourth quarter compared to the prior year. Management expects that momentum to accelerate in 2026 with projected revenue gains of 30%.

The growth story extends well beyond next year. The company forecasts a 25% compound annual growth rate from 2024 through 2029. That level of expansion is rare for a business valued at $1.7 trillion.

TSMC manufactures chips for nearly every major AI hardware producer. The company supplies critical logic chips to Nvidia, Apple, and other tech giants building AI systems. When demand for computing power surges, TSMC benefits directly.

Valuation Looks Attractive Despite Recent Gains

The stock jumped over 50% in 2025, yet the current valuation suggests room for further appreciation. TSMC trades at 24 times forward earnings while delivering growth that rivals typically pay 30 times earnings to access.

Big tech companies command premium valuations but none project 30% revenue growth this year. The S&P 500 trades at 22.3 times forward earnings with far slower growth expectations.

The disconnect between TSMC’s growth trajectory and its price multiple creates an opportunity. Investors can buy into a company with clear expansion catalysts at a discount to comparable businesses.

US Manufacturing Push Gains Momentum

TSMC is building multiple production facilities in Phoenix with a total investment of $165 billion. The project represents one of the largest manufacturing investments in American history.

Taiwan’s president recently met with Arizona Senator Ruben Gallego to discuss expanding operations further. The conversation focused on adding more manufacturing and research facilities in the Phoenix region.

The meeting followed a new trade deal between Taiwan and the United States. American tariffs on Taiwan exports fell from 20% to 15% under the agreement.

Taiwan pledged $250 billion for semiconductor, energy, and AI production investments in America. An additional $250 billion in credit will support future projects.

Senator Gallego described the current investment level as impressive and said other states wish they had similar commitments. President Trump has encouraged chipmakers to expand domestic production, particularly for AI applications.

The Phoenix facilities will produce cutting-edge chips essential for artificial intelligence development. Construction is already underway on multiple manufacturing plants that will create thousands of jobs.

TSMC’s expansion plans align with growing demand for advanced semiconductors. The company’s central role in AI chip production positions it to capture value as the industry scales.

The foundry’s five-year growth outlook reflects confidence in sustained AI spending. With revenue expected to grow 30% this year and a 25% annual rate through 2029, TSMC offers investors exposure to the chip industry’s strongest growth driver while trading below typical tech valuations.

The post Taiwan Semiconductor (TSM) Stock: Chip Giant Projects Explosive Growth Through 2029 appeared first on Blockonomi.

TLDR

Rigetti Computing (RGTI) received a Buy rating upgrade from B.Riley with a $35 price target

An $8.4 million contract from India’s C-DAC drove the analyst’s decision

The order accounts for 36-48% of projected 2025 revenue estimates

Stock trades at $23.67 with 46% upside potential to target price

Company pushed back Cepheus-1-108Q system launch to late Q1 2026

B.Riley moved Rigetti Computing back to a Buy rating Thursday. The quantum computing company earned the upgrade after landing a contract with India’s government.

The firm kept its $35 price target unchanged. That level sits 46% above the current share price of $23.67.

Rigetti announced an $8.4 million purchase order from the Centre for Development of Advanced Computing on January 20. The Indian government agency will receive a 108-qubit quantum computer for deployment at its Bengaluru facility in the second half of 2026.

The contract size matters for a company that brought in only $7.49 million in total revenue over the past twelve months. B.Riley notes the India order represents between 36% and 48% of Wall Street’s 2025 revenue estimates, according to FactSet data.

Analyst Reverses November Downgrade

B.Riley first rated Rigetti a Buy when it started covering the stock in July 2025. The firm changed its stance to Neutral in early November when shares traded near $39. Valuation concerns prompted that downgrade.

The research team cited “enhanced full-year estimate attainment visibility” as the reason for returning to a Buy rating. The India contract provides measurable revenue expectations for the year ahead.

B.Riley’s price target assumes shares reflect 35% of the total addressable market between 2030 and 2035. The stock carries a beta of 1.71, indicating high volatility relative to the broader market.

Product Timeline and Analyst Views

Rigetti delayed its Cepheus-1-108Q quantum computing system. The launch now targets the end of Q1 2026 instead of earlier in the quarter. Additional testing and optimization work required the schedule adjustment.

The company holds more cash than debt and maintains strong liquidity. However, it continues to burn money with a negative EBITDA of $73.01 million.

Multiple analysts recently initiated coverage. Rosenblatt Securities assigned a Buy rating with a $40 price target, showing confidence in Rigetti’s qubit scaling approach. Wedbush started with an Outperform rating and $35 target, highlighting the company’s industry experience.

Jefferies took a more cautious view with a Hold rating and $30 target. That firm flagged execution risks and revenue mix concerns while acknowledging potential upside from quantum computing advances.

The stock has gained 6.86% year-to-date. Trading volume averaged 44.9 million shares. Market capitalization stands at $8.25 billion.

Rigetti manufactures quantum chips at its in-house Fab-1 facility. The company uses a chiplet-based architecture and fast superconducting gates for its quantum systems. These technical advantages helped justify higher valuation models from analysts following the India contract announcement.

The post Rigetti Computing (RGTI) Stock Receives Upgrade Following $8.4M India Deal appeared first on Blockonomi.

TLDR

Elon Musk stated Tesla’s Optimus humanoid robots will be available for consumer purchase by the end of 2026 after passing safety tests.

Optimus robots are currently deployed in Tesla factories handling basic tasks with expectations to manage complex work by year-end 2025.

Musk said Cybercab autonomous taxi production will start slowly in 2026 before ramping up significantly.

Tesla shares increased more than 3% following Musk’s timeline revelations at the World Economic Forum.

The automaker struggles with two consecutive years of falling vehicle deliveries due to product aging and lost tax incentives.

Tesla stock advanced over 3% after Elon Musk outlined specific launch windows for the company’s Optimus humanoid robots and Cybercab autonomous vehicles. The CEO shared these details while speaking at the World Economic Forum in Davos.

Musk announced that Optimus robots could reach consumers by the end of 2026. Tesla currently uses these humanoid machines in its manufacturing plants for straightforward tasks. The company anticipates the robots will handle more demanding work before 2025 concludes.

Consumer sales will only proceed after rigorous testing confirms the robots meet Tesla’s quality benchmarks. The company requires high performance in safety, reliability, and functionality before releasing Optimus to the public.

This marks Musk’s clearest timeline statement for the Optimus project. Previous remarks in early 2025 indicated limited commercial deliveries might begin in the second half of 2026. The latest announcement specifies direct consumer availability.

Tesla stock finished trading at $437.16 following the news. The S&P 500 and Dow Jones Industrial Average also recorded gains during the same session.

Robo-Taxi Production Plans

Musk addressed the Cybercab program during his Davos presentation. He cautioned that initial production would be “agonizingly slow” but promised it would ultimately become “insanely fast.”

Production is slated to commence in 2026. Tesla currently operates a limited robo-taxi service in Austin with Model Y vehicles that include human safety operators. The Cybercab will be custom-designed for autonomous transportation without conventional driving controls.

Investors see autonomous taxi services as a potentially massive revenue opportunity. Critical 2026 goals include service expansion to additional markets, eliminating safety drivers, and launching Cybercab manufacturing.

The existing robo-taxi service generates minimal income at present. However, successful scaling could dramatically alter Tesla’s revenue composition beyond traditional car sales.

Vehicle Sales Challenges

Tesla’s robotics and autonomy push comes while its vehicle business faces headwinds. Deliveries have declined for two straight years.

An outdated product range and eliminated federal EV incentives have dampened sales momentum. Tesla shares are down about 4% in 2026 but up roughly 4% over 12 months.

Wall Street analysts assign a Hold rating to Tesla with a consensus price target of $401.77. This represents approximately 8.5% downside from current prices. The rating combines 12 Buy recommendations, 10 Holds, and seven Sells.

Musk positions Optimus as central to Tesla’s future alongside AI and autonomous driving capabilities. These technologies aim to compensate for weakness in traditional automotive operations and create new income sources.

The company continues internal testing of Optimus robots on increasingly difficult assignments. Musk stressed that quality standards won’t be sacrificed to meet the late 2026 sales deadline.

Tesla already demonstrated Optimus performing simple factory tasks. The robots will need to prove capabilities on substantially harder work before any consumer rollout begins.

Musk emphasized that meeting safety and reliability requirements is non-negotiable. Public sales will only start once Tesla confirms Optimus robots perform consistently at very high levels by the end of 2026.

The post Tesla (TSLA) Stock Rises as Musk Targets Late 2026 for Consumer Optimus Robot Sales appeared first on Blockonomi.

TLDR:

META tokens jumped to “Scalp” territory while most altcoins remain stuck in accumulation phases since January 9th.

AXS tokenomics changes reducing inflation triggered speculative interest across the entire gaming ecosystem rally.

Declining network growth and thin liquidity indicate a pocket rally driven by fast capital seeking immediate returns.

Sustainable momentum requires Bitcoin and Ethereum dominance recovery plus real adoption beyond narrative trading.

 

Small-cap cryptocurrencies have dominated market momentum since January 9th, with metaverse tokens driving speculation amid declining network growth and liquidity. 

The shift marks a departure from large-cap consolidation, though analysts caution this represents a pocket rally rather than structural growth. 

Three tokens—SAND, AXS, and MANA—anchor this movement, with tokenomic adjustments fueling renewed interest in the gaming sector.

AXS Tokenomics Drive Metaverse Speculation

Axie Infinity has emerged as the primary catalyst behind the current META narrative resurgence. Recent changes to AXS tokenomics aimed at reducing inflation have sparked speculative buying across the gaming ecosystem. 

Market data from the Altcoin Quadrant shows META assets jumping directly into “Scalp” territory while most altcoins remain in accumulation phases.

The distinction between AXS and SAND performance reveals important market dynamics. Axie Infinity maintains positive impulse metrics despite brief cooling periods, suggesting steady recovery momentum. 

The market appears to reward AXS’s focus on ecosystem sustainability over pure speculative plays. This strength contrasts with broader altcoin behavior, where patience remains necessary for position-building.

Fast capital flows into these small caps reflect immediate return-seeking rather than fundamental conviction. 

The absence of robust network growth and declining liquidity conditions raise questions about rally sustainability. Traders recognize these movements as opportunities within a constrained market environment rather than signals of macro health.

Infrastructure Gap Threatens Long-Term Momentum

The current META rally operates without the foundational support that characterizes sustainable bull markets. 

Bitcoin and Ethereum dominance metrics have not returned to levels that typically support extended altcoin seasons.  Real adoption metrics lag behind price action, creating a disconnect between speculation and utility.

Market participants face a landscape where thin liquidity amplifies price movements in both directions.  Small caps benefit from this environment as concentrated capital creates outsized returns on modest volume. 

However, this same structure introduces significant downside risks when sentiment shifts or profit-taking accelerates.

The gaming and metaverse sector requires infrastructure development and user adoption to validate current valuations. 

Without growth in these fundamental areas, price appreciation remains dependent on narrative momentum alone. 

Observers note that previous META cycles collapsed when speculative interest faded without underlying support.

Strategic positioning in this environment demands recognition of the rally’s speculative nature. While META tokens offer short-term opportunities, the lack of core asset strength suggests caution. 

Sustained rallies historically emerge from infrastructure expansion and genuine adoption increases rather than isolated narrative trades.

The post META Tokens Surge as Small Caps Rally Despite Liquidity Concerns and Weak Fundamentals appeared first on Blockonomi.

TLDR

DVLT shares surged 20.2% Thursday to $0.90 on 91.2 million shares traded

Maxim Group upgraded to Buy with $4 target while other firms hold Sell ratings

Company posted $0.33 per share loss with negative 1,394% net margin

Insiders dumped 31.2 million shares worth $32.5 million in three months

Management targets $200 million revenue in 2026 through AI network expansion

Datavault AI shares posted a strong 20.2% gain during Thursday’s session. The stock closed at $0.8972 after touching an intraday high of $0.9072.

Trading volume reached 91.2 million shares. Despite the elevated activity, that figure still trailed the stock’s 137 million share average by 33%.

The rally comes as DVLT works through a volatile period. Shares have fallen roughly 38% since a technical breakdown on January 5.

Charts continue to signal downside risk until a clear bottom emerges. The stock trades below both its 50-day moving average of $1.32 and 200-day moving average of $1.14.

Analysts Split on Path Forward

Maxim Group recently shifted its stance to Buy. The firm raised its price target from $3.00 to $4.00.

Other analysts maintain Sell ratings on the stock. The conflicting views produce a consensus Hold rating with a $4.00 target.

That target represents potential upside exceeding 300%. But the wide gap in analyst opinions reflects uncertainty about execution.

The company carries a market cap of roughly $515 million. Its beta of 0.14 suggests lower volatility versus the broader market.

Losses Continue to Mount

The latest quarterly results showed a loss of $0.33 per share. Revenue for the period came in at $2.90 million.

Return on equity sits at negative 100.90%. The company’s net margin registered at negative 1,394.07%.

Wall Street expects full-year losses of $13.02 per share. The stock trades at a negative P/E ratio of 0.85.

Balance sheet metrics show a debt-to-equity ratio of 0.14. The quick ratio stands at 0.64 with a current ratio of 0.68.

Institutional ownership remains minimal at 0.66%. Vanguard Group established a new $1.3 million position in the third quarter.

BNP Paribas initiated a $416,000 stake. JPMorgan Chase bought $303,000 worth of shares during the same period.

Major Shareholder Exits Continue

Company insiders sold 31.2 million shares over the past three months. Those sales generated proceeds of $32.5 million.

Brett Moyer offloaded 49,016 shares on December 23. He received $0.93 per share for a total of $45,585.

Scilex Holding Co sold 10.7 million shares on January 12. The transaction occurred at $0.88 per share, totaling $9.4 million.

Scilex still holds 219 million shares valued at approximately $193 million. Company insiders own 7.70% of outstanding shares.

Management has outlined plans to roll out an AI-powered zero-trust edge data network across more than 100 U.S. cities beginning in the second half of 2026, with revenue projections of $200 million for the year and aspirations for $2 billion to $3 billion in 2027.

The post Datavault AI (DVLT) Stock Rallies 20% Despite Heavy Insider Selling appeared first on Blockonomi.

TLDR

Phillip Securities starts coverage on Palantir with Buy rating and $208 price target, indicating 25% upside potential

Revenue projected to jump 47% to $4.2 billion in FY25, with commercial segment growing 51% year-over-year

Net profit expected to nearly double in FY25 due to improved operational scale and higher-value contracts

U.S. market driving growth with 66% year-over-year expansion expected, representing 66% of total revenue

U.S. commercial deal values doubled in Q3 FY25, showing strong AI platform adoption

Phillip Securities analyst Alif Fahmi launched coverage on Palantir Technologies with a Buy rating and $208 price target. The target represents a 25% gain from current trading levels.

The analyst sees accelerating growth ahead. Rising AI platform adoption and strong U.S. demand are the main catalysts.

Fahmi forecasts revenue will climb 47% year-over-year to $4.2 billion in fiscal 2025. The commercial business is expected to lead this growth.

Commercial revenue should increase 51%, outpacing government revenue growth of 43%. This marks a shift as enterprises embrace AI tools.

The company is expanding beyond defense into broader industry applications. This diversification is fueling the commercial segment’s faster growth rate.

U.S. commercial deal sizes roughly doubled in the third quarter of fiscal 2025. This demonstrates strong momentum in the AI business.

Profit Margins Set to Expand

Net profit is forecast to nearly double in FY25. Better operational scale is driving this improvement.

A shift toward higher-value contracts is also boosting profitability. These deals typically carry better margins.

The U.S. market remains the primary revenue driver. It accounts for approximately 66% of total sales.

Fahmi expects U.S. revenue to surge 66% year-over-year in FY25. Both government and commercial segments are contributing.

Government demand is rising due to global tensions. U.S. intelligence spending is also increasing.

The commercial business is accelerating at the same time. Strong AI platform uptake is fueling this expansion.

Valuation and Analyst Sentiment

The stock trades at 170 times forward price-to-earnings as of January 16, 2026. This sits below the negative one standard deviation level of 190.

Fahmi acknowledges the elevated valuation. However, he believes strong growth justifies room for further gains.

The firm used a DCF model for the $208 target. They assumed an 8.3% weighted average cost of capital and 8% terminal growth rate.

On TipRanks, the stock carries a Hold consensus rating. Six analysts rate it Buy, 10 say Hold, and two recommend Sell.

The average analyst price target stands at $193.76. This implies 17.20% upside from current levels.

The company recently renewed its three-year contract with France’s DGSI intelligence agency. This partnership began nearly a decade ago.

Palantir also expanded its strategic partnership with HD Hyundai in Korea. This represents the largest collaboration in the region and will boost Foundry and AI Platform adoption across HD Hyundai business units.

The post Palantir (PLTR) Stock: Why This Analyst Sees 25% Upside in 2025 appeared first on Blockonomi.

TLDR

UnitedHealth reports Q4 earnings on January 27 with Wall Street forecasting 69% earnings decline to $2.12 per share

Shares down 34% over 12 months amid Justice Department probe and Senate investigation into Medicare billing practices

16 analysts rate UNH a Buy with average price target of $399.61, implying 12.7% upside from current levels

Medicare Advantage 2027 rate announcement could deliver 9-10% increases versus Street’s 5% estimate

Company will rebate 2026 ACA profits to members while facing congressional pressure on affordability

UnitedHealth releases fourth-quarter fiscal 2025 earnings before the opening bell on January 27. Analysts project earnings per share will plunge 69% year-over-year to $2.12.

Revenue estimates sit at $113.8 billion, marking 13% growth compared to the same quarter last year. The health insurer has missed earnings forecasts in two of its last eight quarters.

Shares climbed 2% to $354.74 on Thursday with volume reaching 7.36 million shares. That’s 5% above typical trading activity.

The stock has dropped 34% over the past year. Multiple headwinds have pressured shares including regulatory scrutiny and rising costs.

A Justice Department investigation into alleged Medicare Advantage billing malpractices continues. Senate investigators recently concluded UnitedHealth employs aggressive tactics to inflate Medicare payments.

President Trump’s healthcare proposal adds another layer of uncertainty. The plan would redirect subsidies straight to consumers, potentially cutting ACA marketplace revenue.

UnitedHealth announced it will rebate 2026 ACA plan profits to customers. The decision helps members but creates near-term earnings pressure.

Wall Street Stands Behind Recovery Thesis

Five analysts reaffirmed Buy ratings heading into the earnings release. Bernstein’s Lance Wilkes selected UnitedHealth as his 2026 top pick.

Wilkes points to gradual improvement in Medicare Advantage and Medicaid businesses. He sees pricing and utilization trends moving in the right direction.

His $444 price target leads the Street. That represents 27.7% upside potential from current prices.

JPMorgan boosted its target to $425 from $310 with an overweight rating. Mizuho lifted its objective to $430 from $300, maintaining an outperform stance.

The consensus rating stands at Strong Buy. Sixteen analysts recommend buying while three suggest holding. The average price target of $399.61 implies 12.7% gains ahead.

Medicare Rate Decision Takes Center Stage

Mizuho’s Ann Hynes highlights the Medicare Advantage 2027 advance notice as a critical catalyst. She forecasts 9-10% rate increases compared to Wall Street’s 5% projection.

Higher reimbursement rates would boost margins for managed care companies. UnitedHealth’s heavy Medicare Advantage exposure positions it to capture outsized benefits.

The rate announcement could mirror the positive impact seen with the 2026 decision. Hynes believes this marks an inflection point for sector recovery.

Options pricing suggests traders expect a 6.31% move in either direction post-earnings. That trails the stock’s average post-earnings swing of 8.84% over the prior four quarters.

Investors will focus on medical cost trends and medical cost ratio beyond headline numbers. Rising medical expenses and elevated cost ratios threaten to squeeze margins.

Congressional leaders grilled UnitedHealth executives on healthcare affordability recently. The increased political scrutiny raises execution risks and public relations challenges.

Institutional investors control 87.86% of outstanding shares. Brighton Jones LLC increased its position by 176.2% during the fourth quarter.

Analysts warn that cost pressures remain a red flag. Some recommend waiting for the January 27 earnings report and rate guidance before adding positions.

The post Is UnitedHealth Stock (UNH) a Buy Ahead of Earnings? appeared first on Blockonomi.

TLDR

Microsoft Outlook crashed Thursday afternoon, preventing users from sending or receiving emails with “451 4.3.2 temporary server issue” errors starting at 2:37 p.m. ET.

Over 15,890 users reported problems at peak, with OneDrive, Teams, SharePoint, Microsoft Defender, and Microsoft Purview also experiencing disruptions.

Faulty North American infrastructure caused the outage, which lasted more than seven hours before Microsoft restored services Friday morning.

Microsoft rerouted traffic to alternate infrastructure and performed load-balancing to fix the issue affecting businesses, schools, and government offices.

By 1:05 a.m. ET Friday, incident reports dropped to 113 as Microsoft confirmed all affected infrastructure was healthy again.

Microsoft battled a major Outlook outage Thursday that knocked email services offline for thousands of users during critical business hours.

The problems began at 2:37 p.m. ET. Users trying to access email received “451 4.3.2 temporary server issue” errors. The disruption hit schools, companies, and government agencies across the country.

Microsoft acknowledged the crisis on X. The tech giant confirmed issues affecting Outlook and several other Microsoft 365 applications.

#BREAKING Microsoft is experiencing a major outage right now!

Thousands of users are reporting issues with Microsoft 365 services, including:
– Outlook (email sending/receiving blocked, error codes like 451 4.3.2)
– Teams
– Exchange
– Microsoft Defender
– Microsoft Purview
– And… pic.twitter.com/npcBnvcMbm

— Breaking News (@TheNewsTrending) January 22, 2026

The outage spread beyond email. OneDrive file searches slowed to a crawl or stopped working entirely. Teams users couldn’t create meetings, chats, or channels.

SharePoint Online collaboration tools also went down. Microsoft Defender and Microsoft Purview joined the growing list of broken services.

Downdetector recorded the damage. More than 15,890 users flooded the site with complaints at the outage’s peak.

North American Infrastructure Fails

Microsoft identified the problem by 3:17 p.m. ET. A chunk of North American service infrastructure wasn’t handling traffic properly.

The company started shifting users to backup systems. Engineers worked to restore the failing infrastructure while balancing loads across healthy servers.

At 4:14 p.m. ET, Microsoft announced it had fixed the broken infrastructure. The team redirected traffic to functioning systems to speed recovery.

But normalcy didn’t return quickly. Services stayed degraded well past 9:00 p.m. ET, more than seven hours after the initial failure.

Slow Path to Recovery

Microsoft posted updates throughout the evening. “We’re seeing continued improvements in service availability and functionality as a result of our load-balancing efforts,” the company said at 9:46 p.m. ET.

Engineers monitored performance and tweaked settings to stabilize systems. The recovery process stretched into Friday morning.

Social media filled with frustrated users. The outage exposed how reliant organizations have become on Microsoft’s cloud infrastructure.

Friday brought relief. Microsoft declared all services restored and infrastructure healthy.

Downdetector confirmed the turnaround. Incident reports crashed from over 15,890 to just 113 by 1:05 a.m. ET.

Microsoft successfully rerouted traffic back to repaired infrastructure. The company resolved impact across all affected Microsoft 365 services after hours of emergency repairs.

The post Microsoft (MSFT) Stock: Email Crisis Disrupts Businesses Nationwide appeared first on Blockonomi.