Crypto-treasury stocks can fall harder than the coins they hold. Leverage, valuation premiums, dilution risk and equity market structure amplify downside moves.

Crypto-treasury stocks can fall harder than the coins they hold. Leverage, valuation premiums, dilution risk and equity market structure amplify downside moves.
Telegram’s H1 2025 revenue climbed 65% to $870 million, while Toncoin write-downs and $500 million in frozen bonds have added pressure.
The investment banking giant’s filings for Bitcoin and Solana ETFs follow an uptick in investor demand for regulated crypto investment vehicles, driven by the new year’s “clean-slate” effect.
Polymarket updated its documentation to show taker-only fees on short-term crypto markets, with proceeds redistributed to market makers as liquidity rebates.
BitMEX is rolling out 24/7 Equity Perps that use crypto as collateral for exposure to major US stocks and indexes, as exchanges from Bitget to Kraken race to bring equities onchain.
Spot Bitcoin ETFs have hauled in $1.1 billion in the first two trading days of 2026, with analysts pointing to a new year “clean-slate effect” driving digital asset demand.
Venezuela’s early crypto adoption and gold-to-Bitcoin conversion speculation raise questions about a $60 billion reserve, though analysts have found no proof.
A migration flaw affecting older wallet setups can wipe local wallet files under specific conditions, prompting developers to pull recent releases.
The proposal highlights South Korea’s push to align crypto oversight with securities markets, raising stakes for exchanges and traders alike.
Bitcoin institutions bought more BTC than miners added to the supply in the first week of 2026 as a classic BTC price bull signal began to repeat.
Investors would have been better off investing in the S&P500 than betting on US initial public offerings in 2025, with crypto and AI public debuts partly to blame.
Whales accumulated over $5.3 billion in Bitcoin since mid-December while retail traders took profits, creating bullish market conditions.
Nvidia CEO Jensen Huang says there’s a massive race for AI computing power, which could raise questions about how much will be left for crypto mining.
The crypto-friendly Trump administration and Wall Street adoption will be two of the biggest drivers behind a Bitcoin rally to new highs in 2026, two industry analysts said.
Ethereum’s validator exit queue fell near zero for the first time since July as staking demand increased, led by BitMine’s aggressive accumulation.
Goldman Sachs highlighted crypto firms building infrastructure over trading desks, seeing steady growth in tokenization and prediction markets.
Major US crypto stocks soared on Monday as the wider crypto market mounted a comeback, with Bitcoin and Ether hitting three-week highs.
Bitcoin mining electricity costs could fall if Venezuelan oil production increases, though it may take several years before the benefits are fully realized, Bitfinex analysts say.
The total NFT market capitalization dropped significantly in 2025, from about $9 billion in January 2025 to just over $2.7 billion in 2026.
Parcl’s native PRCL token surged over 100% following news of the partnership, which brings housing price indexes into prediction markets.
