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Wall Street now treats Bitcoin treasury firms as a key asset class with 2.1M BTC held publicly.

Market News
04 Aug 2026
Crypto Briefing
View Source
Bullish
pluang ai news

TD Cowen has formally recognized Public Bitcoin Treasury Companies (PBTCs) as a distinct asset class, estimating their combined Bitcoin holdings could reach 2.1 million BTC, a significant portion of Bitcoin's total supply. Strategy (formerly MicroStrategy) leads with over 843,000 BTC, accumulating coins at a pace far exceeding new Bitcoin production. This shift signals growing institutional interest in indirect Bitcoin exposure through public equities and yield-generating products, rather than direct coin ownership. The move also highlights risks of concentration and market dynamics tied to equity valuations rather than crypto prices.

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Frist Art Museum opens Shimmer exhibit exploring humanity's link with environment via art and tech.

Frist Art Museum opens Shimmer exhibit exploring humanity's link with environment via art and tech.

The Frist Art Museum in Nashville is launching Shimmer: Dreaming the Posthuman, an exhibition from September 25, 2026, to January 3, 2027, showcasing 17 contemporary artists who blend analog and digital technologies to explore humanity's relationship...

Others
Neutral
55 minutes ago
Wayfair shares jump 19% after strong Q2 earnings and raised price target to $135

Wayfair shares jump 19% after strong Q2 earnings and raised price target to $135

Wayfair's stock surged 19% following its strong Q2 2026 results, with revenues of $3.52 billion and earnings of $0.95 per share, beating analyst expectations. Truist Financial raised the price target to $135, signaling nearly 15% upside potential. Th...

Company Fundamentals
Bullish
1 hour ago
Tilray CFO buys 10,000 shares amid 57% stock drop, signaling confidence despite cannabis market challenges.

Tilray CFO buys 10,000 shares amid 57% stock drop, signaling confidence despite cannabis market challenges.

Tilray Brands' CFO purchased 10,000 shares at $4.62 each, increasing his total holdings to 139,753 shares, showing insider confidence despite a 57% stock decline this year. The drop reflects broader cannabis market volatility and investor caution ahe...

Market News
Neutral
1 hour ago
Ametek posts 15% revenue growth and beats EPS estimates in Q2 2026, showing strong financial health.

Ametek posts 15% revenue growth and beats EPS estimates in Q2 2026, showing strong financial health.

Ametek reported strong Q2 2026 results with revenue of $2.04 billion, up 15% year-over-year, surpassing analyst expectations. Earnings per share rose 17% to $2.09, beating consensus estimates and indicating robust profitability. The company also show...

Company Fundamentals
Bullish
1 hour ago
Ares Management reports strong Q2 earnings and launches new retirement product with T. Rowe Price index

Ares Management reports strong Q2 earnings and launches new retirement product with T. Rowe Price index

Ares Management Corporation reported better-than-expected Q2 revenue of $1.43 billion and earnings per share of $1.29, signaling strong financial performance. The company expanded its retirement product offerings through Aspida Life, launching a new ...

Company Fundamentals
Bullish
1 hour ago
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