Coinbase Institutional and Glassnode maintain a neutral outlook for Q3 2026 crypto markets despite early signs of Bitcoin accumulation. The total crypto market cap fell 12% in Q2, with stablecoin supply hitting record levels, indicating sellers shifting to dollar-linked tokens rather than exiting crypto entirely. Bitcoin’s correlation with traditional assets shifted, trading more like a store of value than a tech stock. Weak ETF demand and rising leveraged longs, especially in Ethereum, pose risks of renewed selling. Macro factors like hawkish Fed policy and geopolitical tensions continue to restrict liquidity, keeping the market vulnerable. The report advises patience and controlled exposure, awaiting stronger price confirmation for a durable market bottom.
Taiwan Semiconductor Manufacturing Company (TSMC) is rated Buy due to its unmatched resilience and dominant position in global chip production. Its business model focuses on physical volume growth and long-term B2B contracts, insulating it from AI-re...
Interactive Brokers (IBKR) has been upgraded to a Buy rating due to accelerating operating fundamentals and robust client asset growth. The company's scalable, low-cost technology platform is driving strong account growth, increased trading volumes, ...
Chinese courts sentenced five operators of the Sifang payment platform to prison terms ranging from three to six years for running an illegal gambling payment network that processed about $428 million. The network used USDT, bank cards, and third-par...
Monolithic Power Systems is transitioning from a high-end analog chip supplier to a leader in rack-level power management for AI-accelerator applications. The company expects its 2026 revenue to reach $3.71 billion, driven by significant growth in En...
Lamb Weston reported better-than-expected Q4 FY26 results with net sales of $6.612 billion and adjusted EBITDA of $1.147 billion, driven by operational improvements and cost savings. However, these gains were offset by earlier pricing adjustments. Fo...
