SUI has maintained its recovery momentum since reaching lows in June, with technical indicators suggesting that buyers remain active around designated support levels. As SUI’s price approaches a critical resistance area in the short term, the overall sentiment stays cautiously positive as long as the $0.65 level holds.
Resistance zone draws close attentionAnalyst More Crypto Online believes the five-wave downward structure previously observed has likely run its course. Against this backdrop, SUI’s price is heading toward a key resistance between $0.73 and $0.78. Holding above $0.65 is seen as crucial to preserving the integrity of the ongoing rebound.
According to Elliott Wave analysis, a breakout above $0.78 could confirm a strengthening of the second wave of recovery. In this scenario, the next areas to watch as resistance would be between $0.95 and $1.20. Sustained buying interest might even push SUI toward a higher range of $1.38 to $1.73.
More Crypto Online explains that so long as the $0.65 support is intact, SUI’s recovery structure would remain in effect, while a move above $0.78 could significantly accelerate the upward trend.
Conversely, a drop below $0.65 could weaken the current recovery scenario, potentially increasing selling pressure and bringing SUI back to the $0.49 support region.
Indicators show limited but positive signalsTechnical indicators, despite recent price weakness, reveal that the recovery bias has not been entirely invalidated. The MACD line remains in negative territory but is positioned above its signal line. Additionally, the histogram is still in positive territory, implying buyers have not yet relinquished short-term control.
The RSI stands at 48.11, maintaining a position above its moving average. While the RSI is below 50, it remains within the neutral zone, indicating neither buyers nor sellers hold a decisive advantage at this point.
Mainnet test bolsters long-term outlookBeyond price movement, the Sui network recently achieved a live mainnet test, reaching over 6 million transactions per second (TPS). As a layer 1 blockchain designed for high-speed processing, Sui’s latest result marks a substantial leap beyond its earlier 2.5 million TPS record.
Mini glossary: TPS stands for transactions per second and measures a blockchain network’s transaction capacity. Mainnet refers to the project’s live blockchain environment with real users and assets.
The network’s test phase began above 1 million TPS, with transactions being executed fee-free. The trial took place during competitions among AI agents in multiple decentralized applications. This development is viewed as a key factor that could drive further investor confidence.
For SUI’s near-term trajectory, the contest between the $0.65 support and $0.78 resistance is decisive, while the successful high-capacity test on mainnet is reinforcing the network’s long-term prospects.
Looking ahead, whether SUI can break out of its current range to the upside will be closely monitored. If the $0.65 support holds and market momentum grows, the chances of a move above $0.78 will increase. By contrast, if Bitcoin continues to trade in a balanced pattern and overall market momentum remains subdued, SUI may remain rangebound for some time.
Disclaimer: The information contained in this article does not constitute investment advice. Investors should be aware that cryptocurrencies carry high volatility and therefore risk, and should conduct their own research.
On a day when investors sold their technology winners, they went shopping for shelter -- and found the golden arches. McDonald's (MCD +4.08%) jumped about 4% on Thursday while the Nasdaq Composite slipped 0.8%, marking one of the sharpest single-day gaps between the burger giant and the tech-heavy index this year.
One strong session doesn't settle much on its own. McDonald's shares are still down about 8% in 2026 as of this writing, and they sit nearly 18% below their 52-week high. But the rotation raises a fair question: If nervous money is hunting for defensive dividend payers, does this one deserve the bid?
Image source: Getty Images.
A reliable royalty stream The case for McDonald's as a defensive holding starts with what the company actually sells -- and it mostly isn't hamburgers. Of the 45,356 McDonald's restaurants at the end of 2025, about 95% were franchised. The company's income arrives largely as royalties and rent from those franchisees, payments that keep flowing even when a franchisee's own margins get squeezed.
The company's own accounts show how lopsided the economics are. In 2025, franchised locations generated $13.9 billion in margin dollars, against $1.4 billion from company-operated restaurants -- more than 90% of the restaurant margin pool, flowing from the fee-collecting side of the business.
That structure is why the stock attracts money in anxious markets. It's also why the dividend record runs so deep: McDonald's has raised its payout for 49 consecutive years, a streak dating to its first dividend in 1976.
The dividend stock's quarterly payout now stands at $1.86 per share, for a dividend yield of about 2.7% at the current price. If the pattern holds, this fall's increase would be the 50th in a row -- a milestone very few public companies ever reach.
Today's Change
(
4.08
%) $
10.99
Current Price
$
280.42
Lagging stock, steady business If the model is this durable, why has the stock lagged all year? Because steady isn't the same as exciting. In the first quarter, global comparable sales rose 3.8%, and earnings per share came in at $2.78 -- up 7%, though just 2% in constant currencies. Growth like that looks slow next to what technology stocks have been delivering, and the market priced it accordingly. U.S. comparable sales rose 3.9% in the quarter, and consolidated operating income grew 12%.
"Our 6% global Systemwide sales growth shows how we executed with discipline, proving that we can drive results even in a challenging environment," said CEO Chris Kempczinski in the company's first-quarter earnings release.
Under the surface, though, the quarter carried more momentum than the headline suggests. Global systemwide sales -- the sales of the whole restaurant network, franchised and company-owned alike -- grew 11%, to more than $34 billion. And the loyalty program has quietly become enormous, with members spending over $9 billion in the quarter across 70 markets.
Those loyalty numbers matter for the defensive case. A customer who orders through the app tends to come back, and tens of millions of them give McDonald's pricing and promotion levers that most restaurant chains can't match in a weak consumer economy. In a downturn, fast food also tends to catch customers trading down from pricier meals, which is part of why the stock attracts defensive buyers in the first place.
The risks are the quiet kind: a value war that squeezes franchisees, a consumer trade-down that even loyalty can't fully offset, and a payout that already consumes about 60% of earnings, which caps how fast the dividend can grow from here.
So, is the Dividend Juggernaut back? The better answer is that it never left -- the stock just spent six months out of style. Thursday's pop reflected the market's mood, not a change in the business, and moods reverse without warning.
What matters for buyers today is the price of that durability. At about $281 per share, McDonald's trades at about 23 times earnings -- a discount to where several defensive consumer names have been bid this year, for a royalty-style business with half a century of dividend growth behind it.
For income investors, I think that's a reasonable entry -- not because of one rotation-day pop, but because the yield is decent and sustainable, and the valuation doesn't require anything spectacular. As a dividend stock, McDonald's earns its place the boring way. I'd just buy it for the royalties, not the rally.
Palantir Technologies (PLTR +2.99%) picked up an upgrade to a buy rating this week, and the argument behind it is one bulls have waited years to hear: the earnings have finally caught up to the price. After a 38% slide from its 52-week high of $207.52, the stock trades around $129 as of this writing. A year ago, this was a company earning $0.08 a quarter. Last quarter, however, it earned $0.34.
So, have the earnings really caught up to the valuation?
Image source: Getty Images.
Why the stock's valuation might work While the stock was losing more than a third of its value, the business kept compounding. First-quarter revenue grew 85% year over year to $1.63 billion -- and 16% from just the prior quarter -- while U.S. commercial revenue grew 133%.
The forward indicators point in the same direction. Palantir closed 206 deals of at least $1 million during the quarter, and its closed total contract value -- the lifetime worth of new customer agreements -- reached $2.41 billion, up 61% year over year. U.S. government revenue grew 84%, meaning the commercial side is now the faster of the company's two engines.
And Palantir's recent profits have arguably been even more impressive than its top-line growth. GAAP net income was $871 million last quarter, a 53% profit margin, and earnings per share came in at $0.34. Adjusted free cash flow ran $925 million -- a 57% margin -- and the balance sheet carries $8 billion in cash and short-term Treasuries.
Software investors often judge the growth-and-profit mix with a shorthand called the Rule of 40, which adds a company's revenue growth rate to its adjusted operating margin and looks for a total above 40. Palantir's reading last quarter was 145.
Palantir now trades at about 145 times earnings and about 86 times forward earnings. This is still a wildly high valuation. But it's a fraction of what buyers were paying at the peak, when the earnings were smaller, and the price was $78 higher.
Management keeps raising the bar, too. Full-year guidance now calls for revenue of about $7.65 billion, which works out to 71% growth, and for U.S. commercial revenue to climb at least 120% -- targets the company lifted, not trimmed, when it reported in May.
Today's Change
(
2.99
%) $
3.76
Current Price
$
129.49
What still has to go right In short, a valuation of 86 times forward earnings might sound difficult to justify on the surface. But Palantir is no ordinary company. Its past results show a company that can achieve unbelievable growth rates. Against almost any other business, a valuation like this would take years to grow into. With Palantir's extraordinary underlying business growth, however, it may already fully justify a valuation like this.
With this said, risks persist. Government spending cycles can change, and competition in artificial intelligence (AI) software is arriving from every direction. There's a size constraint, too: at a market value of about $310 billion, Palantir already ranks among the largest software companies in the world, so the era of easy doublings is probably behind it. Finally, the downside risk if growth unexpectedly slows meaningfully is significant, with the stock trading at a valuation of 86 times forward earnings.
So, is it time to buy Palantir stock?
I personally think shares are closer to a hold here than a buy. Overall, I do think the underlying businesses could justify the current stock price. But the keyword here is "could." I'd like to see a bigger margin of safety before I buy the stock -- a price meaningfully below my estimate of the stock's intrinsic value. This way, if things go worse than expected, shares could still perform decently.
Why: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Zoetis Inc. (NYSE: ZTS) between January 14, 2025 and May 6, 2026, inclusive (the "Class Period"), of the important July 27, 2026 lead plaintiff deadline.
So What: If you purchased Zoetis securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
What to do next: To join the Zoetis class action, go to https://rosenlegal.com/cases/zoetis-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than July 27, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
Why Rosen Law: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
Details of the case: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and touted growing market share, strong veterinarian adoption, and accelerating sales growth across Zoetis' flagship Companion Animal products and/or failed to disclose that: (1) veterinarian prescription growth and adoption of Zoetis' Librela, a canine pain treatment, were sharply weakening as clinicians became more cautious following FDA safety warnings concerning serious neurological complications in dogs; (2) Zoetis' Simparica Trio was losing significant market share to a lower priced competing canine parasiticide with broader indicated use in a slowing overall market; and (3) Zoetis' dermatology products, Apoquel and Cytopoint, were losing substantial market share to a newly launched competing canine treatment. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Zoetis class action, go to https://rosenlegal.com/cases/zoetis-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
Contact Information:
Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827
[email protected]
www.rosenlegal.com
Shares of Robinhood Markets (HOOD +3.75%) climbed 14% this past week after the financial services company unveiled an array of new product innovations.
Image source: The Motley Fool.
Going global With roughly 28 million customers in 38 countries, Robinhood's financial platform already possesses impressive scale and reach. Yet it continues to expand into new markets.
Robinhood's acquisition of digital asset services provider WonderFi in June gave it a beachhead in Canada. The fintech platform also plans to launch crypto trading and brokerage services in the U.K. and Singapore.
Today's Change
(
3.75
%) $
4.08
Current Price
$
112.73
In addition to entering new international markets, Robinhood launched its new stock tokens in over 120 countries. The tokenized debt securities are designed to offer economic exposure to popular stocks and ETFs. They're tradable 24 hours a day, 7 days a week.
Robinhood also expanded its popular perpetual futures offering in European markets to include commodities, ETFs, and foreign currencies.
Agentic trading Investors were perhaps most intrigued by Robinhood's plans to integrate more artificial intelligence (AI)-powered features into its platform. Robinhood wants to become a hub for agentic AI trading by enabling its customers to use AI agents to buy and sell stocks, options, and cryptocurrencies on their behalf.
Many of these products and services will be enabled by the fintech's new blockchain platform, Robinhood Chain. The Layer 2 blockchain is built on the Arbitrum Platform and integrates with leading decentralized finance networks like Chainlink and Uniswap.
Joe Tenebruso has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Chainlink and Uniswap Protocol Token. The Motley Fool has a disclosure policy.
Robinhood Markets is expanding in the UK and Europe with a new offering of agentic AI and perpetual futures, a type of derivative investment, with crypto trading expected to come to the UK "soon". It's part of a broader international push, even as the field of fin-tech apps in the UK and the EU grows increasingly competitive.
Rocket Lab (RKLB +0.32%) is one of the clear-cut leaders in space technology. In fact, the company is second only to Space Exploration Technologies in providing rocket-launching services for third-party customers. A recent acquisition move suggests that the company will be making more challenges to SpaceX in another category.
Rocket Lab recently announced that it had signed a deal to acquire Iridium Communications (IRDM 3.61%), a provider of satellite-based mobile communication services. The space tech specialist is on track to pay $8 billion to acquire Iridium in a half-cash, half-stock deal. Through the acquisition, Rocket Lab is poised to become a major competitor to SpaceX's Starlink service.
With this major acquisition on the horizon, is Rocket Lab a stock that could set investors up for life?
Image source: Getty Images.
The future is bright Even though Rocket Lab stock is trading down roughly 32% from its all-time high, its share price is still up roughly 187% over the last year of trading. As I write this, the company has a market capitalization of roughly $58.6 billion and is valued at approximately 64 times this year's expected sales. Notably, the company has built an impressive track record of delivering results that come in ahead of the market's expectations.
On May 7, Rocket Lab published results for the first quarter of its current fiscal year, which ended March 31. Sales increased 63.5% year over year in the period to reach $200.3 million, surpassing the average analyst estimate by roughly $11 million. Meanwhile, the company's loss per share of $0.02 in the period came in lighter than the average analyst estimate of $0.04.
Now, the company is seemingly on track to close its acquisition of Iridium Communications in the first half of 2027. While the deal closing and likely integration of Iridium could cause volatility for Rocket Lab stock, bringing the satellite mobile company into the fold looks like a promising move.
Today's Change
(
0.32
%) $
0.32
Current Price
$
100.39
In the rocket launch services market, Rocket Lab is still far behind SpaceX in market share. On the other hand, the company has a strong position in the category compared to other players in the industry. With the company poised to use that strength to create synergies with Iridium's satellite mobile services business, the pending combination looks very promising.
The combination of the businesses should also dramatically boost Rocket Lab's margins. While Rocket Lab posted a net loss of $198.2 million last year, Iridium posted a net profit of roughly $114.4 million.
While it's unlikely that Rocket Lab will surpass SpaceX in market share in rocket launch and communications services anytime soon, it probably doesn't need to do so to deliver big wins for long-term investors. These areas of the space industry are large enough to support multiple winners, and long-term Rocket Lab investors could wind up booking huge returns, even though it should be understood that the stock carries a high degree of risk.
SummaryMatch Group remains a Buy, with valuation still implying a significant discount even after a 20% rally.MTCH posted strong Q1 results: 4% revenue growth, a 42% net income increase, and a 25% higher Adj. EBITDA, despite a 5% decline in payers.Tinder's user decline is offset by price hikes, but Hinge's 15% YoY growth and international expansion are key future drivers while they work on their pillar's turnaround.Solid balance sheet, robust cash flow, and ongoing turnaround efforts position MTCH well for industry growth despite macro and competitive risks.Jonathan Kitchen/DigitalVision via Getty Images
Introduction During my last coverage of Match Group (MTCH), I upgraded it to a Strong Buy, initiating a position not long afterwards as the re-rating setup was too compelling to ignore at that point, with
3.17K Followers
Analyst’s Disclosure: I/we have a beneficial long position in the shares of MTCH either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Why: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of purchasers of securities of Hub Group, Inc. (NASDAQ: HUBG) between April 28, 2023 and May 11, 2026, inclusive (the "Class Period"). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 28, 2026.
So What: If you purchased Hub Group securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
What to do next: To join the Hub Group class action, go to https://rosenlegal.com/cases/hub-group-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 28, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
Why Rosen Law: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
Details of the case: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that Hub Group's financial statements prepared for the periods from Q1 2023 to Q4 2024, including annual reports for 2023 and 2024, contained material misstatements—caused by the premature and incorrect recognition of certain transactions—concerning, inter alia, Hub Group's operating revenue, operating income, revenue recognition, effectiveness of internal controls and procedures, and drivers of financial results and growth. In addition, Hub Group's financial statements prepared for the periods from Q1 2025 to Q3 2025 contained material misstatements—caused by the understatement of purchased transportation costs and accounts payable —concerning, inter alia, Hub Group's operating expenses, purchased transportation and warehousing expenses, operating income, effectiveness of internal disclosure controls and procedures, and drivers of financial results and growth. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Hub Group class action, go to https://rosenlegal.com/cases/hub-group-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
Contact Information:
Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827
[email protected]
www.rosenlegal.com
Why: Rosen Law Firm, a global investor rights law firm, reminds sellers of common stock of ChampionX Corporation (NASDAQ: CHX) between February 29, 2024 and April 1, 2024 (the "Class Period"), of the important July 14, 2026 lead plaintiff deadline.
So what: If you sold ChampionX common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
What to do next: To join the ChampionX class action, go to https://rosenlegal.com/cases/championx-corporation/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than July 14, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
Why Rosen Law: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
Details of the case: According to the lawsuit, defendants throughout the Class Period failed to disclose material information, which artificially deflated the price of ChampionX common stock. On February 29, 2024, ChampionX received an unsolicited non-public offer from Schlumberger Limited to purchase all the outstanding shares of ChampionX for $36.70 per share. On March 7, 2024, Schlumberger raised its offer to $37.80 per share. The lawsuit alleges that while these offers were on the table and unknown to the investing public, ChampionX was repurchasing its common stock at market prices significantly below the prices offered by Schlumberger. ChampionX had an obligation to disclose that it had received a formal acquisition offer from Schlumberger or abstain from purchasing ChampionX stock from unsuspecting investors. During the Class Period, ChampionX's average stock price was $33.32 per share. On Tuesday, April 2, 2024, during pre-market hours, ChampionX disclosed the merger with Schlumberger. The merger eventually closed on July 16, 2025, with Schlumberger acquiring ChampionX for $40.58 per share.
To join the ChampionX class action, go to https://rosenlegal.com/cases/championx-corporation/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
Contact Information:
Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827
[email protected]
www.rosenlegal.com
New York, New York--(Newsfile Corp. - July 5, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds sellers of common stock of ChampionX Corporation (NASDAQ: CHX) between February 29, 2024 and April 1, 2024, inclusive (the "Class Period"), of the important July 14, 2026 lead plaintiff deadline.
SO WHAT: If you sold ChampionX common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the ChampionX class action, go to https://rosenlegal.com/cases/championx-corporation/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than July 14, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, defendants throughout the Class Period failed to disclose material information, which artificially deflated the price of ChampionX common stock. On February 29, 2024, ChampionX received an unsolicited non-public offer from Schlumberger Limited to purchase all the outstanding shares of ChampionX for $36.70 per share. On March 7, 2024, Schlumberger raised its offer to $37.80 per share. The lawsuit alleges that while these offers were on the table and unknown to the investing public, ChampionX was repurchasing its common stock at market prices significantly below the prices offered by Schlumberger. ChampionX had an obligation to disclose that it had received a formal acquisition offer from Schlumberger or abstain from purchasing ChampionX stock from unsuspecting investors. During the Class Period, ChampionX's average stock price was $33.32 per share. On Tuesday, April 2, 2024, during pre-market hours, ChampionX disclosed the merger with Schlumberger. The merger eventually closed on July 16, 2025, with Schlumberger acquiring ChampionX for $40.58 per share.
To join the ChampionX class action, go to https://rosenlegal.com/cases/championx-corporation/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
-------------------------------
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/303868
Source: The Rosen Law Firm PA
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
New York, New York--(Newsfile Corp. - July 5, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against CommVault Systems, Inc. (NASDAQ: CVLT) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired CommVault securities between April 29, 2025 and January 26, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/CVLT.
CommVault Case Details
The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:
Defendants provided investors with misleading guidance and projections regarding CommVault's anticipated annual recurring revenue ("ARR") growth for fiscal year 2026, including projections related to new net ARR growth; Defendants simultaneously disseminated overly positive statements while concealing material adverse facts concerning the true state of the Company's ARR growth environment; Defendants knew or recklessly disregarded that the Company's ARR growth guidance failed to properly account for critical variables, including the type of sales driving ARR performance; and as a result, Defendants' statements about the Company's business, operations, and prospects lacked a reasonable basis and were materially false and misleading at all relevant times.What's Next for CommVault Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/CVLT, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in CommVault you have until July 17, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to CommVault Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for CommVault Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
Follow us for updates on LinkedIn, X, Facebook, or Instagram.
Attorney advertising.
Prior results do not guarantee similar outcomes.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/298056
Source: Bronstein, Gewirtz & Grossman, LLC
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
Energy and memory stocks have been pick-and-shovel winners in the artificial intelligence (AI) market as supply can't keep up with demand. But Nvidia has shown, through investments in companies working on network optimization and with photonics technology solutions, that a different AI bottleneck has been brewing.
As more people become comfortable talking with chatbots and using AI agents, expectations for quick responses rise. To improve the bots' speed, photonics technology uses light to move data, boosting the efficiency of data transferring between chips and servers.
"The amount of silicon photonics technology capacity that we need is substantially higher than the world has today," Nvidia CEO Jensen Huang said at a conference in March. That puts the spotlight on three companies Nvidia has invested in: Coherent (COHR 9.75%), Lumentum Holdings (LITE 9.09%), and Nokia (NOK 6.51%).
Image source: Getty Images.
1. Coherent In March, Nvidia announced it would invest $2 billion in Coherent and that the two had formed a strategic agreement. The deal gives Nvidia future access and capacity rights to Coherent's advanced laser and optical networking products, while the $2 billion investment is expected to support research and development. As of March 31, Nvidia's stake in Coherent was just under 4%.
In addition to this investment from Nvidia, Coherent has been on a winning streak this year. The stock price is up around 110% as of this writing, and the photonics and optical networking company joined the S&P 500 on March 23.
In its most recent quarterly earnings results, Coherent reported revenue surged 27% to $1.8 billion, earnings per share increased 55% to $1.41, and revenue from its data center and communications segment increased 41%.
Of course, there are also risks with investing in Coherent. One of the biggest is the data center and communications segment mentioned earlier, as it accounts for 75% of the company's revenue. If demand from data centers slows, Coherent could take a significant sales hit.
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2. Lumentum Nvidia was busy in March, as it also announced a $2 billion investment in Lumentum Holdings. And, as with the Coherent deal, Nvidia and Lumentum have a strategic agreement.
Lumentum is also coming off a strong quarterly report, in which it said that total revenue nearly doubled in the period ended March 28, from $425.2 million to $808.4 million. Revenue for its components segment grew 77% to $533.3 million, while its systems segment grew 121% to $275.1 million. For its current quarter, it expects revenue to range from $960 million to $1 billion.
Lumentum's stock price has climbed around 130% this year, but looking ahead, the company faces intense competition, including from Coherent. Its forward price-to-earnings ratio of 50 also suggests high expectations for this company, with little room for error.
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3. Nokia In 2025, Nvidia and Nokia partnered to accelerate the development and deployment of AI networking infrastructure and AI-native mobile networks. Nvidia also invested $1 billion, giving it a 2.9% stake in the company as of March 31.
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Nokia said in a blog post that "Nokia's silicon photonics technology, developed over several product generations, drives the miniaturization and integration of complex optical subsystems into silicon chips, dramatically improving performance, footprint, and power efficiency, while reducing the cost of moving data around data centers and around the world."
This is another stock that's had a strong 2026 thus far, with shares climbing over 100%. Those gains have been tied to optimism about the company's growing AI sales, with revenue from its cloud and AI operations rising 49% in Q1 2026.
That said, Nokia still has to execute on its newer focus in building out AI infrastructure, proving that it's now more than a legacy telecommunications company.
New York, New York--(Newsfile Corp. - July 5, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against AeroVironment, Inc. (NASDAQ: AVAV) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired AeroVironment securities between June 25, 2025 and March 10, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/AVAV.
AeroVironment Case Details
The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements regarding the Company's business, operations, and prospects. Specifically, the Complaint alleges that Defendants made false and/or misleading statements and/or failed to disclose that:
AeroVironment understated the likelihood that it would imminently face competition from other vendors for the work it performed in connection with the SCAR program and the U.S. Space Force's ongoing efforts to modernize the SCN; accordingly, Defendants overstated AeroVironment's business and financial prospects; and as a result, Defendants' public statements were materially false and misleading at all relevant times.What's Next for AeroVironment Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/AVAV, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in AeroVironment you have until July 27, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to AeroVironment Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for AeroVironment Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
Follow us for updates on LinkedIn, X, Facebook, or Instagram.
Attorney advertising.
Prior results do not guarantee similar outcomes.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/299084
Source: Bronstein, Gewirtz & Grossman, LLC
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
Revolution Medicines (RVMD +0.92%) spent most of its history as a publicly traded company -- that's since 2020 -- trading for less than $50 a share. The company offers a new approach to oncology treatment, aiming for targets once thought to be "undruggable." In recent months, Revolution has clearly demonstrated the potential of its technology and is rapidly approaching the finish line. So, it's no surprise that investors have been taking notice.
In fact, they've taken so much notice that the stock price has soared nearly 140% this year. This is amid positive late-stage clinical trial results and optimism about potential revenue ahead. Considering the full picture and after its triple-digit gain, is this hot biotech stock still a buy? Let's find out.
Image source: Getty Images.
Making the "undruggable" protein "druggable" We'll start off by taking a look at Revolution's technology and pipeline progress. The company focuses on treating cancers linked to the activity of RAS proteins. RAS proteins have generally been called "undruggable" because potential therapeutics can't bind to their surfaces. But Revolution, using its tri-complex inhibitor platform, has found a way, producing "druggable" sites -- the investigational therapeutics then go on to block cancer signaling.
Revolution is exploring its candidates in cancers in which RAS proteins play a key role, and the company recently reported solid results from a phase 3 trial of previously treated metastatic pancreatic cancer. Daraxonrasib delivered a survival rate of 13.2 months versus a survival rate of 6.7 months for patients treated with the standard care of chemotherapy.
The company said these results are considered final, and it's submitting them to support a request for regulatory review. Revolution is also advancing another candidate, zoldonrasib, in phase 3 trials for the same indication.
Revolution has phase 3 trials ongoing for daraxonrasib in non-small cell lung cancer, and zoldonrasib as a combination therapy with standard of care is entering phase 3.
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Results just ahead And the biotech company is conducting earlier-stage trials in colorectal cancer and aims to share results of these combination studies -- with standard of care or investigational approaches -- this year.
Meanwhile, Revolution doesn't yet have products on the market, so it isn't generating revenue -- and due to this period of heavy investment in research and development, the company's loss in the recent quarter doubled from the year-earlier period to more than $453 million. The cash position at $1.9 billion and the $2.1 billion in net proceeds from financing should help support ongoing R&D.
The company clearly has developed an interesting approach to cancer treatment and has made significant progress in pancreatic cancer -- a key area where better treatments are needed. The fact that the company's lead candidate is approaching the finish line is positive, too, as that suggests a revenue stream may be right around the corner. So, if all goes smoothly, Revolution could be very close to becoming a commercial-stage biotech. This could reduce risk as a potential regulatory nod represents a vote of confidence for the technology that's used throughout the pipeline -- and would open the door to revenue and eventually profit.
And speaking of the financial picture, it's not worrisome to see the company's R&D costs climb right now -- this is a standard pattern across biotech companies in the clinical development stage.
Now, let's consider whether the stock is a buy. If you're a cautious investor, it's best to focus on biotech players that already have at least one product on the market and either are profitable or have made steps toward profitability. Biotech companies that aren't yet commercial-stage represent a certain amount of risk.
But, if you're a growth investor who can handle this risk, Revolution, even after its big gain, represents a compelling buy. This is because the company has shown the strength of its technology and may be very close to potential product approval. A regulatory nod and revenue growth to follow could result in significant gains, and Revolution's strong pipeline could lead to more strength down the road. All of this means that, over time, the stock may have plenty of room to run.
Crypto markets saw a technical recovery this week.
Bitcoin [BTC] reclaimed key support after an early-week selloff and helped improve sentiment across the market. The rebound triggered a rotation into altcoins, allowing several mid- and low-cap tokens to post outsized gains.
However, the biggest winners weren’t driven by broad market momentum alone. Instead, developer-led catalysts, protocol upgrades, and project-specific announcements dominated price action, reinforcing that fundamentals, rather than pure speculation, were behind many of this week’s top performers.
MemeCore [M] rally has a long way ahead! MemeCore [M] topped this week’s gainers with a 110% rally, recovering sharply after last week’s 70.5% correction pushed it onto the weekly losers list. In that context, this week’s move looks more like a trend reversal than just a dead-cat bounce.
The big question now is whether M can keep the momentum going. Fundamentally, the rally has backing. As AMBCrypto reported, MemeCore announced a $10 million buyback program, reducing the token’s circulating supply and adding a strong scarcity narrative behind the price action.
The market reacted immediately, sending M into a parabolic rally. Even so, the weekly chart still leaves room for further upside. Despite the triple-digit gain, the weekly RSI hasn’t reached overbought territory yet, suggesting bullish momentum hasn’t been fully exhausted.
Source: TradingView (M/USDT) If buying pressure holds, M could have enough fuel to extend its recovery into next week.
Against this backdrop, M’s nearly 13% dip over the past 72 hours doesn’t look too concerning. After a 110% weekly rally, a pullback like this is fairly normal. It helps cool off overheated momentum, shake out weak hands, and clear excess leverage.
If buyers continue to defend the current structure, this pullback could end up being a healthy reset rather than a reversal, keeping M well-positioned to make a run toward the $2 mark next week.
Cardano [ADA] records its strongest weekly run Cardano [ADA] emerged as this week’s second-biggest gainer with a strong 33.5% rally. More importantly, it marked ADA’s strongest weekly performance since Q1 2025, suggesting the move was driven by more than just short-term dip buying.
As AMBCrypto reported, the rally comes ahead of the upcoming Van Rossem hard fork, Cardano’s upgrade to Protocol Version 11. The upgrade introduces more efficient smart contracts, improved security, and enhanced developer tools, all while keeping the network running without disrupting existing applications.
Those improvements have naturally boosted investor confidence, helping fuel ADA’s rally. On the charts, ADA is also looking stronger. It’s trading around $1.20 with momentum building on the daily timeframe. If buyers keep up the pressure, clearing this resistance could open the door for another leg higher next week.
Lighter [LIT] moves towards price discovery Lighter [LIT] took the third spot among this week’s top gainers with a 31% rally. The move also sparked a noticeable jump in leveraged activity in the derivatives market, with the $2.20 level emerging as an area where traders are heavily positioned.
From a technical view, LIT still looks constructive. Bulls have consistently bought the dips on both the daily and weekly charts, triggering short squeezes and pushing the token into price discovery. More importantly, the RSI is still well below extreme overbought levels, suggesting the rally isn’t overstretched just yet.
As long as buyers continue absorbing profit-taking, the trend remains intact. With momentum still on the bulls’ side and no clear signs of exhaustion, LIT looks well placed to extend its rally into the coming week.
Other notable winners Outside the majors, altcoin movers also stood out this week.
Pop Planet [P] led the action with a +7456% move, followed by Vanta Network [SN8] surging +5221%, while The Black Bull [ANSEM] climbed +1420%, rounding out the list of biggest movers.
Weekly losers Venice Token [VVV] breaks down below a key support level Venice Token [VVV] topped this week’s losers chart with a 14% correction. More importantly, the charts are still leaning bearish, with the $10 support level now coming under pressure.
On the weekly chart, VVV has spent the last six weeks in a steady downtrend, with only one week of meaningful buying. Even then, bulls couldn’t hold the recovery, showing that sellers are still firmly in control.
The daily chart isn’t much different. VVV opened the week with an 8%+ drop, bounced 8.7% the next day to briefly reclaim the $15 area, but the recovery quickly faded. Sellers stepped back in and pushed the token down nearly 15% over the following three sessions.
Source: TradingView (VVV/USDT) Right now, every bounce is being met with fresh selling, which isn’t what you want to see if you’re looking for a trend reversal. Unless buyers step in soon, the odds of VVV losing the $10 support continue to rise. If that level breaks, a deeper correction could be next.
Pi [PI] bears take control from the bulls Pi [PI] emerged as this week’s second-biggest loser with an 8%+ decline. The charts tell a similar story to VVV, with bears continuing to control the trend while buyers struggle to build any meaningful momentum.
From a technical standpoint, there’s still no clear sign of a bottom. Over the past month, PI has lost two key support levels. The first was around $0.15, which acted as a solid floor back in February. But when price revisited that area in June, buyers couldn’t hold it, allowing sellers to take over again.
This week’s 8% drop has now pushed PI below the $0.13 range where it had spent the last three weeks consolidating. That breakdown shifts the focus toward the $0.10 level. Unless bulls can quickly reclaim the lost support, the current setup continues to favor more downside.
Canton [CC] records extended weekly losses! Canton [CC] took the third spot among this week’s biggest losers with a near 6% decline. Compared to the other top losers, the drop was relatively modest, but the charts are still pointing lower.
From a technical standpoint, this week’s losses simply add to the ongoing weakness. CC has now posted four straight weeks of declines, sliding from around $0.17 to $0.14, with sellers staying firmly in control.
The weekly chart also shows CC trading at its lowest level since the January rally, leaving many recent buyers underwater. That’s usually not a great sign, as it can trigger more selling into any short-term bounce. Unless buyers step in soon, the current trend continues to favor a move toward the $0.10 level.
Other notable losers In the broader market, downside volatility hit hard.
SkyAI is a crypto asset in the emerging token segment recorded a 75% drop, followed by Xeffy falling 63.6%, and Velvet slipping 62.5%, as momentum sharply cooled.
Conclusion This week was a rollercoaster. Big pumps, sharp dips, and nonstop action. As always, stay sharp, do your own research, and trade smart.
Final Summary MemeCore [M], Cardano [ADA], Lighter [LIT] led the week in gains. Venice Token [VVV], Pi [PI], Cranton [CC] saw significant declines.
5 July 2026 | 16:20 It looks like Bitcoin's problem right now isn't that holders have lost faith. It's that the money needed to push price higher has drained out of the system.
Key Takeaways Stablecoin exchange inflows sit at an 18-month low, down 56% from the mid-2025 rally. USDC and USDT supply has been contracting since November 2025, a demand gauge turning negative. Three independent methods converge on the same floor: $58,000-$60,000. BTC trades at $62,794, bouncing off its 50-month average at $59,878. Four separate on-chain lenses all describe the same market from different angles, and they agree on the structure while disagreeing only on how deep it goes: this is a liquidity drought, not a conviction collapse.
The Fuel Gauge Is Near Empty Start with the clearest signal. According to CryptoQuant analyst Zakariya Sharif, mean stablecoin inflows across all exchanges sit at 21,557, down 56.25% and the lowest in 18 months. During the mid-2025 rally, those inflows regularly spiked between 100,000 and 280,000.
ERC20 stablecoin exchange inflow and Bitcoin price correlation. One isolated spike in May 2026 failed to reverse the trend, and flows have flatlined since. Sharif’s framework is specific: inflows staying below 30,000 for two more weeks points to a retest of $58,000-$60,000, while a sustained recovery above 80,000-100,000 would be the first genuine sign buyers are returning.
The supply side of stablecoins tells the same story. CryptoQuant’s Darkfost notes USDC’s market cap is down 3.6% and USDT down 2% over 30 days, a contraction running since November 2025.
30-day market cap growth of major stablecoins versus Bitcoin price. The mechanism is what makes this meaningful: issuers mint new tokens when demand rises and burn surplus when it weakens, so stablecoin supply is itself a demand gauge. A net burn means more capital has left crypto than entered. Inflows at 18-month lows and stablecoin supply shrinking are the same fact measured twice.
Where the Money Went This is where a growing number of prominent voices offer an explanation, and a reason the drought may not be permanent. Several major figures argue the liquidity didn’t vanish, it rotated into AI. Raoul Pal, the Real Vision CEO and former Goldman Sachs executive, frames the crypto weakness as the product of negative excess liquidity that pulled capital into AI and semiconductor sectors, a condition he now says is beginning to reverse as broader liquidity measures turn positive.
Arthur Hayes has put numbers on it, estimating that hyperscalers and AI firms issued roughly $1.5 trillion in debt between late 2022 and mid-2026, almost exactly matching the rise in M2 money supply over the same period, leading him to argue “AI sucked up all created dollars.” Tom Lee and CZ have pointed to the same rotation pattern, US semiconductor ETFs pulled in more than $20 billion since April while Bitcoin and gold ETFs saw outflows, and the shared thesis among them is that this capital tends to rotate back toward crypto once liquidity conditions ease and crypto reclaims performance leadership. It’s a view worth weighing as the optimistic counterpoint, though it remains a thesis about what could happen, not a confirmed turn.
That framing points to a deeper structural shift underway, one Michael Saylor has articulated more directly than most. Saylor argues that “Bitcoin evolves by not changing,” meaning its next phase will come not from frequent protocol upgrades but from being woven more deeply into global finance.
https://t.co/z65C1oYdaw
— Michael Saylor (@saylor) July 5, 2026
In his view, the coming decade will be driven by capital flows rather than miner issuance, with demand increasingly sourced from ETFs, corporate treasuries, sovereign reserves, bank credit, derivatives, insurance, collateral markets, structured credit, and global savings. “The halving tightens supply. Capital flows set the growth trajectory,” as he puts it, reflecting his conviction that institutional adoption, not the protocol itself, is the engine of Bitcoin’s long-term growth. It’s a useful lens for the current moment: if capital flows are what ultimately move Bitcoin, then the stablecoin drought this article describes is precisely a capital-flow problem, and the case for a recovery rests on those flows turning, exactly as the AI-rotation thesis suggests they could.
How Deep Is the Bottom? The depth gauges agree the market is in a bottom-formation zone, but not yet at historical extremes. Darkfost, using a chart by Joao Wedson, points to the True Market Mean, the average price of active Bitcoin excluding long-dormant coins, sitting near $76,700. That level acted as resistance in May, when holders exited at break-even rather than keep holding.
Bitcoin True Market Mean Price and AVIV Ratio analysis. The related AVIV ratio sits around 0.8, meaning the active cohort holds an average 20% loss. Prior bear-market bottoms printed 0.5-0.6, or 40-50% losses, so this is significant but not yet capitulation-grade. Darkfost’s own hedge is worth keeping: ETF-era adoption may mean full historical devaluation isn’t required, though nothing yet contradicts the cyclical pattern.
CryptoQuant’s Yonsei adds another measure. Just 51.9% of circulating supply is in profit, in bear/bottom territory below 55% since June and trending down since October 2025, approaching the 44% that marked the 2022 absolute bottom. That 2022 bottom phase lasted roughly eight months; mapped onto this cycle, the phase could stretch into September or October 2026.
Bitcoin supply in profit percentage trends. Every depth gauge says the same thing with different numbers: AVIV at 0.8 versus 0.5-0.6 at prior bottoms, Supply in Profit at 51.9% versus 44% in 2022, drawdown around 50% versus 60-80% in prior cycles. The 2022 template has room left. The open question is whether ETF-era adoption shortens the distance.
The Levels All Point to One Floor Here’s the detail that could tie everything together. On the monthly chart, July’s candle is up 7.29% to $62,794 after a June low of $57,700, and it’s bouncing off a level that matters: the 50-month simple moving average at $59,878. This is the same average Bitcoin never lost during the entire 2024-2025 run. Monthly RSI at 43.14 is the weakest of the cycle, while the 100-month average at $40,488 stands as the historical bear-market floor reference.
Monthly BTC/USD price chart on Bitstamp / Source: TradingView What makes the $58,000-$60,000 zone compelling is that three completely independent methodologies land there. Sharif’s on-chain risk zone ($58,000-$60,000), the June price low ($57,700), and the 50-month SMA ($59,878) all sit in the same band. Flow analysis, price history, and long-term trend structure, three unrelated approaches, identify the same floor. Above price, the ceiling story converges too: the True Market Mean at $76,700 is where active holders break even, which functionally caps rallies until either price consolidates long enough for the cost basis to fall or demand strengthens enough to absorb those break-even sellers.
That said, this is still crypto, a market that has a long history of surprising even the most aligned models, and if there’s one thing the past cycles have taught, it’s that when every analyst and dataset agrees on a floor, the market is fully capable of slicing straight through it to levels no one was positioned for.
Three Frameworks, One Timeline The timing estimates cluster just as tightly. Yonsei_dent’s Supply-in-Profit template points to September-October. Markus Thielen’s earlier analysis mapped a Q4 bottom. Rekt Capital’s estimate that the cycle is 71% complete implies late 2026. Three unrelated frameworks land in the same quarter, and that clustering is itself information worth stating plainly, rather than any single forecast carrying the weight.
This is also corroborated outside CryptoQuant. A CEX.IO report covered by CryptoSlate found total stablecoin supply contracted to $312 billion in Q2, the first quarterly decline since 2023, with transaction counts posting their largest drop on record. The liquidity story isn’t one analyst’s read; it’s showing up across independent datasets.
The Sequence to Watch The value in stacking these signals is that they have an order, a sequence that could confirm a genuine turn rather than a false start:
First, stablecoin supply must stop burning. Issuance is the fuel gauge, and it has to stabilize before anything else matters. Then, exchange inflows recover above 80,000-100,000. That’s the fuel actually reaching the engine. Then, Supply in Profit reclaims 55%. The marker of the phase transition out of bottom territory. Finally, price has to take on $76,700. The structural exit test, where break-even sellers get absorbed. Right now the market sits at step zero, holding the $58,000-$60,000 floor while it waits for step one. A monthly close below the 50-month average at $59,878 before that liquidity turn arrives could invalidate the floor thesis and open the path toward the deeper historical targets. Until the dollar side of the order book refills, this is a market resting on a well-defined floor, with conviction intact and only the fuel missing.
This article is for informational purposes only and does not constitute financial advice. Consult a professional before making investment decisions.
Author
Alex is Editor-in-Chief of Coindoo and co-founder of Millennial Media Group, with nearly a decade of experience covering financial markets - crypto first, then everything else. It started in 2016 with Bitcoin. Like most people at the time, he didn't fully understand it - so he kept digging. Blockchain, tokenomics, the projects, the cycles. That curiosity never stopped, and eventually pulled him into traditional markets too: equities, commodities, macro. Not because he left crypto behind, but because you can't properly understand one without the other. What drives him is straightforward: he wants to know why something is happening, not just that it's happening. Most market coverage stops at the headline - price up, price down, here's a chart. Alex finds that kind of reporting actively unhelpful. If you walk away from an article without understanding the mechanism behind the move, what did you actually learn? He holds a degree in Tourism from New Bulgarian University - not the most obvious path into financial markets, but markets have a way of pulling in people who are simply too curious to stay out. He has authored over 200 in-depth analyses and more than 10,000 articles across crypto and traditional finance. He still thinks every day in markets teaches him something new. That's probably why he hasn't stopped.
Back in February, Uber announced ambitious plans to launch in seven new European markets in 2026 — but now the Financial Times reports that five of those launches are on hold. Country launches that have been paused include Austria, Norway, and Greece.
Uber seemed to confirm the decision to the FT, saying that recent launches in Finland and Denmark had been a “huge success,” so now it wants to “focus on continuing the momentum” in existing markets.
Another likely factor in the decision: Uber’s continuing efforts to acquire Delivery Hero, a European company that rejected Uber’s 10 billion euro takeover bid in May.
It seems Uber is still hoping to make the deal a reality. An industry source said that putting a pause on further expansion could help alleviate antitrust concerns around a potential acquisition, especially since Delivery Hero operates delivery services in several of the target countries.
Nvidia (NVDA 1.39%) has been the "go-to" artificial intelligence (AI) stock for a number of years. Since this tech giant is the No. 1 designer of AI chips, it's generated mind-boggling revenue growth that's reached record levels and proven itself to be a winner in the AI boom. So it's no surprise that investors have turned to the stock, pushing it to a gain of about 900% over the past five years.
But in the first half of this year, a shift took place. Investors rotated out of some of the biggest AI winners -- like Nvidia -- and picked up shares of AI stocks that hadn't yet gained as much. That movement helped fellow chip companies Advanced Micro Devices (AMD 4.60%) and Intel (INTC 5.61%) soar. Climbing 171% and 278%, respectively, in the first half, they crushed Nvidia. The AI chip giant advanced 7.2%, which is a pretty small gain for this stock.
Will AMD and Intel keep crushing Nvidia? Here's my prediction for the second half.
Image source: Getty Images.
The AI opportunity Before we get to my prediction, though, let's catch up on how these companies have approached the AI opportunity so far. Nvidia was the first to market with graphics processing units (GPUs) tailored to the needs of AI, allowing the company to build out its leadership here. Intel and AMD have traditionally been leaders in another type of processor: the central processing unit (CPU), the main processor in computers.
Intel has led here for years and holds more than 59% of total CPU market share, though AMD has gained ground, progressing from a low of about 17% back in 2016 to 38% today.
The GPU was the most relevant of the two chips during the early days of AI, driving the most important tasks such as the training of AI models. And that was fantastic news for Nvidia. AMD and Intel entered the GPU market later, and while AMD has successfully delivered growth here, Intel has experienced difficulty.
That said, Intel aims to turn this around and has taken key steps. The company appointed new chief executive officer Lip-Bu Tan a little over a year ago to drive the company's turnaround strategy and strengthen its position in the AI market, and investors like the progress so far and the good news that's emerged. The U.S. government took a 10% stake in Intel last summer, worth about $10 billion -- a sign of confidence that investors appreciated. In the latest quarter, Intel's revenue climbed 7%, and this was the sixth straight quarter of revenue that beat the company's expectations.
AMD and Intel skyrocket So, it's not surprising that AMD and Intel, which greatly lagged behind Nvidia from a stock performance perspective, saw their shares skyrocket in the first half of this year.
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Now, here's my prediction for the second half. I predict that Nvidia will outpace these rivals. And this is for two reasons: Nvidia's next goal and its valuation. I'll start with the goal, and this is to dominate the $200 billion CPU market -- a market where Nvidia has not been greatly present in the past. In fact, it's launching its first-ever stand-alone CPU this fall as part of the Vera Rubin platform. And at the same time, Nvidia is targeting the personal computing market with a superchip -- also set for fall release -- that includes a GPU and a CPU.
While it may be difficult for Nvidia to take complete leadership of the entire CPU market, I think the company could clearly dominate in the CPU market for data centers. Nvidia already forecasts $20 billion in stand-alone CPU sales this year. It's important to note that the CPU is the key chip needed to power agentic AI -- and agentic AI is expected to be the next AI growth driver. This involves the application of AI to real-world problems, with the agent taking problem-solving steps.
While Nvidia's potential CPU market leadership won't happen overnight, a successful launch of the Rubin platform and high demand could lead to positive stock performance for Nvidia in the second half.
Valuation could also push investors to favor Nvidia over AMD and Intel.
NVDA PE Ratio (Forward) data by YCharts
At about 22x forward earnings estimates, Nvidia looks dirt cheap, while the two chip peers look excessively expensive after their recent gains. All of this prompts me to predict that Nvidia, which saw a pause in its stock market momentum in recent months, may soar in the second half -- and crush AMD and Intel.
Earnings season brings out a lot of noise. Most of it is guesswork dressed up as analysis. But when Netflix (NFLX +4.77%) reports results for the second quarter of 2026 on July 16, there are three specific things I think could tell investors whether the next chapter of this company's growth story is actually playing out or just being promised.
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The advertising business is no longer a side project When Netflix first launched its ad-supported tier, the skeptics were loud. Ads felt off-brand for a company built on the idea of uninterrupted streaming. That conversation is over now.
Netflix's ad-supported tier reached 250 million global monthly active viewers as of its Upfront presentation in 2026, up from 190 million in late 2025. The company is on track to double its advertising revenue to $3 billion in 2026, after already doubling it to $1.5 billion in 2025. More than 80% of ad-tier members watch weekly, which is the kind of engagement stat that keeps advertisers coming back.
What I'll be watching on July 16 isn't the headline revenue number, but rather whether Netflix gives any updated signal on its path to $9 billion in ad revenue by 2030. That figure is the one that reframes how the market should think about this company's long-term earnings power. If management tightens that guidance or adds color on advertiser retention, this stock could move.
Image source: Getty Images.
Live sports is giving the ad business real leverage Netflix's live sports push isn't just about subscriber acquisition anymore. It's also an advertising play. The company is testing dynamic ad insertion technology with WWE programming and plans to roll it out across its NFL Christmas Day games. It also expanded NFL coverage in 2026 with an international regular-season game and added the Westminster Dog Show to its live events lineup.
Live programming changes the economics of streaming advertising because it's the one format where viewers don't skip and advertisers will pay a premium for it. Walt Disney and Comcast have known this for years through ESPN and NBC Sports. Netflix is now in that conversation in a way it wasn't 18 months ago. The Q2 report will be the first time investors can start to see whether live content is moving the needle on ad pricing.
The margin setup heading into the second half is underappreciated Netflix entered 2026 warning investors that content spending would be front-loaded into the first half of the year. The company reported a 32.3% operating margin in Q1 -- solid, but management guided for 32.6% in Q2. The full-year operating margin target is 31.5%.
Here's the math that I think matters: If content spend is weighted toward the first half and the company hits or exceeds its first-half margin targets, the back half of the year should show margin expansion. Netflix generated $12.25 billion in revenue in Q1, up 16% year over year. If that rate holds through Q2 while costs flatten in the second half, the operating leverage could be more visible than the current stock price reflects.
Netflix no longer reports quarterly membership numbers, which makes it harder to independently verify growth claims. And a business growing this fast attracts competitive pressure -- Amazon, Apple, and others are not sitting still. If ad revenue growth disappoints or management's second-half cost narrative doesn't hold, July 16 could go the other way.
The three catalysts above are real. But earnings are always a two-sided event, and Netflix has trained investors to expect a lot. What makes Netflix different to me this time around is that most of the streaming investments aren't just about the scale of content, but rather whether the company can keep finding new revenue layers inside a business most people thought was already mature. I think Netflix has that piece. That's a rare thing, and July 16 is a chance to see how much further it can go.
Micah Zimmerman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon, Apple, Netflix, and Walt Disney. The Motley Fool recommends Comcast. The Motley Fool has a disclosure policy.
CVS Health: Managing Services and Revenue ShiftsCVS Health (CVS 0.09%) primarily generates revenue by offering health insurance, managing pharmacy benefit programs, and operating retail pharmacies across the country.
It received court approval to sell its Omnicare business to GenieRx, while it reported an approximately 3% net income margin for the quarter ended March 31, 2026.
UnitedHealth: Steady Scale and Operational AdjustmentsUnitedHealth (UNH 0.28%) provides health benefit plans for employers and individuals while delivering direct medical care and pharmacy management services.
It announced a phased reduction of prior authorization requirements for rural providers, and it generated an approximately 6% net income margin for the quarter ended March 31, 2026.
Why Revenue Matters for Retail InvestorsRevenue serves as a straightforward measure of total sales volume before any expenses are deducted. This metric helps investors measure a company’s overall size, market footprint, and long-term trajectory.
Quarterly Revenue for CVS Health and UnitedHealthQuarter (Period End)CVS Health RevenueUnitedHealth RevenueQ2 2024 (June 2024)$91.2 billion$98.9 billionQ3 2024 (Sept. 2024)$95.4 billion$100.8 billionQ4 2024 (Dec. 2024)$97.7 billion$100.8 billionQ1 2025 (March 2025)$94.6 billion$109.6 billionQ2 2025 (June 2025)$98.9 billion$111.6 billionQ3 2025 (Sept. 2025)$102.9 billion$113.2 billionQ4 2025 (Dec. 2025)$105.7 billion$113.2 billionQ1 2026 (March 2026)$100.4 billion$111.7 billionData source: Company filings. Data as of June 23, 2026.
Foolish TakeIn comparing the revenue trends for CVS and UnitedHealth, it’s important to note that, while they operate in the healthcare sector, their business models are different. CVS relies substantially on retail sales through its 9,000 pharmacy locations. This segment produced $32 billion of the company’s $100.4 billion in first-quarter revenue. As is common for the retail sector, CVS sees its largest sales in the fourth quarter.
UnitedHealth concentrates on its health system comprised of clinics and health insurance coverage. It is exiting its non-U.S. businesses to focus on its core operations. Its year-over-year revenue growth is not as strong as CVS. In Q1, UnitedHealth’s $111.7 billion was a 2% increase over 2025.
CVS boasts the more robust sales growth. Its Q1 revenue represented a 6% year-over-year jump. It raised its full-year guidance, and UnitedHealth did as well, indicating both are anticipating a strong year ahead, and making them promising investments in the healthcare industry.
Robert Izquierdo has positions in CVS Health and UnitedHealth Group. The Motley Fool recommends CVS Health and UnitedHealth Group. The Motley Fool has a disclosure policy.
Why: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Lucid Group, Inc. (NASDAQ: LCID) between February 25, 2026 and April 13, 2026, inclusive (the "Class Period"), of the important July 28, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Lucid securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the Lucid class action, go to https://www.rosenlegal.com/cases/lucid-group-inc-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than July 28, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that: (1) a supplier quality issue had significantly disrupted deliveries of the Lucid Gravity; (2) the foregoing was likely to, and did, have a material negative impact on Lucid's business and financial results; (3) accordingly, the defendants had overstated the purported enhancements to Lucid's manufacturing and delivery capabilities and overall operations; and (4) as a result, defendants' public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Lucid class action, go to https://www.rosenlegal.com/cases/lucid-group-inc-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
Contact Information:
Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
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Zoetis has seen its valuation compress dramatically, now trading at just 12x trailing earnings after a 52% 12-month share price decline. Despite decelerating growth—Q1 2026 saw just 3% revenue growth—international and livestock segments are offsetting U.S. pet care weakness. Dividend growth remains robust, with a 12-year streak and a current yield of 2.8% backed by a solid payout ratio.
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California’s median household income landed at $100,600 in 2024, according to Census data compiled by the St. Louis Fed. That is the number a portfolio has to replace to hand a Golden State family the same paycheck without anyone clocking in. The wrinkle: California’s 2024 regional price parity was 110.7, meaning prices were about 10.7% above the national average. Replacing that income with dividends carries a built-in purchasing-power headwind.
The core equation: income target divided by yield equals the capital required before taxes. What changes across yield tiers is the risk, growth trajectory, tax treatment, and whether the check keeps up with California living costs over the next decade.
The Sleep-At-Night Tier: 3.5% to 4% At a 3.5% blended yield, replacing $100,600 requires roughly $2,874,000 in invested capital. This is the dividend growth lane. PepsiCo (NASDAQ:PEP | PEP Price Prediction) yields about 4% and just raised its payout for the 54th consecutive year, with a $1.48 quarterly dividend up from $1.4225. Johnson & Johnson (NYSE:JNJ) yields a leaner 2% but just delivered its 64th consecutive annual raise to $1.34 quarterly.
The tradeoff is capital-heavy but growth-rich. PepsiCo’s annual dividend climbed from $4.02 in 2020 to $5.62 in 2025, roughly a 40% raise in five years. That is how this tier beats the California cost-of-living treadmill.
The Middle Path: 5% to 6.5% At a 5% blend, the required capital drops to roughly $2,012,000. Push to 6.5% and the number falls to about $1,548,000. This tier is where net-lease REITs, gaming REITs, and pipeline partnerships live.
Realty Income (NYSE:O) yields about 5%, pays monthly, and just declared its 114th consecutive quarterly increase at an annualized $3.246 per share. Portfolio occupancy sits at 99%. VICI Properties (NYSE:VICI) yields almost 7% off a $1.783 payout backed by triple-net leases on Caesars Palace and MGM properties with 100% occupancy. Enterprise Products Partners (NYSE:EPD) yields near 6% on a $2.20 annualized distribution, though its K-1 tax form adds filing complexity in a high-tax state.
The tradeoff: growth slows. VICI’s quarterly dividend rose from $0.4325 to $0.45 over the past year, a mid-single-digit bump. Realty Income’s payout grew about 3% to 3.7% per its 2026 AFFO guide. That still edges past inflation, barely.
The High-Yield Tier: 8% and Above At 8.3%, the required capital collapses to roughly $1,212,000. Main Street Capital (NYSE:MAIN) is the archetype. Its regular monthly payout of $0.26 annualizes to $3.12, and four $0.30 supplementals per year add another $1.20, for a total of roughly $4.32 per share. Against a $52 stock price, that is a total yield near 8.3%.
The catch: BDC supplementals are tied to net investment income and portfolio performance, not contractual. Non-accruals sat at about 1% of the portfolio at fair value at quarter-end, which is healthy, but the extras can shrink in a credit downturn. The 10-year Treasury yields about 4.5% for comparison, so an 8% equity yield is nearly double the risk-free rate for a reason.
Why the Cheapest Portfolio Is Often the Worst Deal A 3.5% yield growing 8% per year doubles the income stream in nine years. A flat 8% yield stays exactly where it started. Nine years from now, that $100,600 California household budget needs to be closer to $130,000 just to hold ground against typical inflation. The high-yield portfolio funds today’s paycheck. The growth portfolio funds today’s paycheck and next decade’s.
California’s top marginal state rate reaches 13.3%, and MLP K-1s, REIT ordinary-income distributions, and BDC dividends are almost all taxed as ordinary income. Qualified dividends from PepsiCo or Johnson & Johnson get preferential federal treatment. That gap matters in Sacramento’s tax bracket.
Before Chasing Yield, Run These Three Numbers Calculate spending, not salary. California households often need to replace only 70% to 80% of their working income once payroll taxes, retirement contributions, commuting costs, and other job-related expenses disappear. Replacing $75,000 of actual spending requires far less capital than replacing a $100,600 paycheck. Compare total return, not just today’s yield. Run a simple ten-year spreadsheet comparing a 3.5% dividend-growth portfolio with an 8% high-yield portfolio, assuming dividends are reinvested. The higher-yield option often wins early, but the growth portfolio frequently catches and passes it over time. Model after-tax income. California’s 9.3% and 13.3% state tax brackets can change the ranking. Qualified dividends, REIT distributions, BDC dividends, and MLP distributions all receive different tax treatment, so the portfolio with the highest stated yield may not produce the most spendable income. Replacing California’s median household income with dividends is possible, but the cheapest portfolio is not always the one that leaves you in the strongest position ten or twenty years from now. The right choice depends on whether your priority is maximizing today’s income, protecting tomorrow’s purchasing power, or striking a balance between the two. For most investors, the real goal is not simply matching a paycheck. It is creating one that never requires punching a clock again.
Contact [email protected] for any questions or corrections.
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A retired couple’s grocery bill is one of the most inflation-sensitive lines in the household budget because it has to be paid every week, not once a year. The USDA’s moderate-cost food plan puts a two-person older household’s grocery cost in the neighborhood of $7,000 to more than $8,000 a year, depending on age and sex. Food is still getting more expensive, too: the BLS reported that the food index rose 3.1% over the 12 months ending in May 2026.
So the question worth asking is not just “how much capital covers groceries today,” but “how much covers them in 2046, after two more decades of food inflation?” That distinction reorders the whole conversation about yield.
The Number To Solve For For this exercise, use $7,200 a year, or $600 a month. That is a reasonable grocery target for some retired couples, though it is above the 2024 BLS average food-at-home spending of $5,251 for households age 65 or older and below some USDA moderate-cost estimates for older two-person households. The math is one division problem: target income divided by yield equals the capital needed. The interesting part is what each yield level costs you in growth, risk, and tax friction.
The 3% Tier: Most Capital, Quietest Sleep At a blended 3.5% yield, $7,200 a year requires roughly $205,700 in capital. This is the regulated-utility and dividend-growth bucket.
NextEra Energy (NYSE:NEE | NEE Price Prediction) recently yielded about 2.8%, with its quarterly dividend rising to $0.6232 in 2026. Southern Company (NYSE:SO) recently yielded about 3.1% after raising its quarterly dividend to $0.76 in 2026, and it reported first-quarter 2026 adjusted EPS of $1.32. Southern is also benefiting from large-load electricity demand, including data centers, though that growth comes with major capital-spending needs.
You need the most money in this tier, and you accept a starting yield below the recent 4.4% 10-year Treasury rate. In exchange, the goal is an income stream that grows over time, though dividend growth is never guaranteed.
The 5% Tier: Monthly Checks, Slower Growth At 6%, the same grocery bill is covered by $120,000. This is the REIT and higher-income equity range, though not every holding in this bucket actually reaches a 6% yield.
Realty Income (NYSE:O) recently yielded about 5.1%, paid a monthly dividend of $0.2705, and announced its 670th consecutive monthly dividend in April 2026. STAG Industrial (NYSE:STAG) recently yielded about 3.9% after raising its annual dividend rate to $1.55 and shifting from monthly to quarterly payments. STAG reported 95.1% total portfolio occupancy and 96.0% operating portfolio occupancy as of March 31, 2026.
Total return tells the cost, but it has to be measured carefully. A REIT with a higher current payout may lag a faster-growing utility over some periods, especially when interest rates rise and real estate valuations compress. You may get steadier income, but principal appreciation can be muted compared with lower-yielding dividend-growth stocks.
The Double-Digit Tier: Smallest Check, Biggest Catch At a 10% yield, $72,000 covers $7,200 a year. This is the BDC range.
Ares Capital (NASDAQ:ARCC) recently yielded about 10.6% on a $0.48 quarterly dividend. Its net asset value per share was $19.59 at March 31, 2026, down 1.8% for the quarter. Main Street Capital (NYSE:MAIN) declared regular monthly dividends of $0.265 per share for July, August, and September 2026, plus a $0.30 supplemental dividend payable in June.
The trade is direct: lowest upfront capital, less dependable dividend growth, and a NAV that can erode while you spend the distributions. That does not make BDCs unusable, but it does make them harder to rely on for a grocery bill that has to keep up with inflation.
The Inflation Math Most Retirees Miss NextEra’s dividend has grown sharply since 2023, while Ares Capital’s quarterly dividend has remained at $0.48 in recent declarations. If groceries inflate at 3% annually and your income stream does not, you are losing ground every year you live. A 2.8% yield growing 8% a year roughly doubles its income in about nine years. A 10.6% yield that does not grow stays exactly where it is, while the grocery bill keeps climbing.
Make the Grocery Check Last Pull six months of grocery receipts. USDA and BLS averages can be useful benchmarks, but they may overstate spending for some retirees and understate it for households in high-cost metros or with specific dietary needs. Your actual number changes the capital requirement materially. Compare 10-year total return, not just yield. Use the same start date, end date, and reinvestment assumption for every holding. A lower-yielding dividend grower can sometimes keep pace with a higher-yielding stock once price appreciation, dividend increases, and drawdowns are included. Match the holding to the account. Many REIT and BDC distributions are taxed as ordinary income rather than qualified dividends, while qualified dividends can receive lower capital gains tax rates. That often makes tax-advantaged accounts attractive for higher-yield holdings, but the right placement depends on the investor’s broader tax situation, withdrawal plan, and account mix. The Real Goal Is Inflation-Resistant Income A grocery portfolio is not just an income puzzle. It is an inflation puzzle. The highest yield can solve this year’s bill with the least capital, but it may leave the investor exposed if the payout stalls and food prices keep rising. The better test is whether the income stream can survive the next grocery cycle, the next rate cycle, and the next recession without forcing the retiree to sell principal at the wrong time.
Contact [email protected] for any questions or corrections.
WHY: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of securities of Insulet Corporation (NASDAQ: PODD) between February 21, 2025 and May 26, 2026, inclusive (the “Class Period”). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 31, 2026.
SO WHAT: If you purchased Insulet securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the Insulet Corporation class action, go to https://rosenlegal.com/cases/insulet-corporation/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 31, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs’ Bar. Many of the firm’s attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, defendants made false and/or misleading statements and/or failed to disclose that: (1) Insulet's manufacturing controls and procedures were defective; (2) the foregoing created a foreseeable heightened risk that one or more Insulet products would be found to be in violation of applicable safety regulations and/or pose a risk of injury; and (3) as a result, defendants' public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Insulet class action, go to https://rosenlegal.com/cases/insulet-corporation/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
-------------------------------
Contact Information:
Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827 [email protected]
www.rosenlegal.com
Why: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Commvault Systems, Inc. (NASDAQ: CVLT) between April 29, 2025 and January 26, 2026, inclusive (the "Class Period"), of the important July 17, 2026 lead plaintiff deadline.
So what: If you purchased Commvault securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
What to do next: To join the Commvault class action, go to https://rosenlegal.com/cases/commvault-systems-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than July 17, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
Why Rosen Law: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
Details Of The Case: According to the lawsuit, defendants provided overwhelmingly positive statements while, at the same time, disseminating materially false and misleading statements and/or concealing material adverse facts concerning the true state of Commvault's ARR growth environment; pertinently, Commvault knew or recklessly disregarded that its ARR growth guidance failed to properly factor in crucial variables, such as the type of sale. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Commvault class action, go to https://rosenlegal.com/cases/commvault-systems-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
Contact Information:
Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827
[email protected]
www.rosenlegal.com
New York, New York--(Newsfile Corp. - July 5, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Calix, Inc. (NYSE: CALX) between January 28, 2026 and April 21, 2026, inclusive (the "Class Period"), of the important July 27, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Calix securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the Calix class action, go to https://rosenlegal.com/cases/calix-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than July 27, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that: (1) Calix's first quarter margins had significantly benefited from advanced purchasing of memory components; (2) Calix's advanced supply of memory components was dwindling; (3) as a result, Calix was experiencing negative margin pressure as it was forced to purchase memory components at rising market prices; and (4) as a result of the foregoing, defendants' positive statements about Calix's margins, business, operations, and prospects were materially misleading and/or lacked a reasonable basis. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Calix class action, go to https://rosenlegal.com/cases/calix-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
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Two companies that agree on almost nothing closed Thursday agreeing on exactly one thing: what they're worth. Meta Platforms (META 4.80%) and Tesla (TSLA 7.35%) each ended the week at a market value of about $1.48 trillion.
Meta got there by falling. Its shares sit about 27% below their 52-week high, including a 4.9% slide on Thursday alone, as investors fret over its swelling spending plans and what artificial intelligence (AI) chatbots and agents could mean for its advertising machine. Tesla got there by falling, too -- about 21% below its high -- but on the same day it reported second-quarter deliveries up about 25% year over year.
Same price tag, very different businesses. Which one wins from here?
Image source: Getty Images.
Meta's first quarter made the bear case harder to hold. Revenue rose 33% year over year to $56.31 billion, and the growth came from both levers of the social media giant's ad business: impressions climbed 19% while the average price per ad rose 12%. About 3.56 billion people used its apps daily in March, up 4% from a year earlier -- a figure that dipped slightly from the prior quarter on internet disruptions in Iran and a WhatsApp restriction in Russia, offering a reminder of how much of the planet this network already covers.
Meta's profits remain impressive, too. The social network's operating income rose 30% to $22.9 billion, holding the company's operating margin at a staggering 41%. Reported earnings per share of $10.44 were aided by an $8.03 billion one-time income tax benefit, but even stripping that out, earnings per share grew by double digits.
Meanwhile, the bear case for the stock is about the bill. Meta raised its 2026 capital expenditure outlook to $125 billion to $145 billion, citing pricier components and additional data center costs. Total costs already grew 35% last quarter, faster than revenue -- an early hint of that spending reaching the income statement.
But at about 19 times forward earnings, much of that worry appears to be priced in already.
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Tesla: the case at $1.48 trillion Tesla's recent news flow looks better than its stock. The company delivered 480,126 vehicles in the second quarter, its strongest second-quarter volume in years -- and the market sold the report anyway, sending the shares down 7.5% in a day.
The reason for this disconnect probably lies in the income statement. In the first quarter, Tesla's revenue grew 16% year over year while it posted a 4.2% operating margin, and the company has earned just $1.10 per share over the past 12 months. And even on analysts' consensus forecast for earnings per share over the next 12 months, the stock trades above 200 times -- about 10 times Meta's forward multiple.
What that price buys is the future: an autonomy business that took a visible step on Friday, when Tesla's robotaxi service began carrying riders in Miami, its first market outside Texas and California. The expansion cadence is encouraging. But the revenue from it, for now, is not disclosed and almost certainly small.
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Which one wins from here? Given Tesla's low earnings today, its stock is clearly priced almost entirely on future expectations, while Meta's is based on the strong profits it's already producing.
Meta produced $22.9 billion of operating income in a single quarter. And Meta's 33% revenue growth rate is double what Tesla's revenue managed in its most recent reported quarter.
For the same $1.48 trillion, one stock offers 33% revenue growth at about 19 times forward earnings. The other offers 16% growth at more than 200 times, plus a claim on robotaxis and humanoid robots whose economics one can only speculate about.
So, which stock do I think will outperform from here?
Meta.
Sure, we can't completely rule out the possibility that Tesla ends up winning over the long haul. If its Robotaxi business morphs into a high-margin operation and it scales humanoid robots profitably, profits could soar, and the stock could benefit. But the value proposition for Meta stock simply asks investors to believe a business already growing 33% keeps executing.
When two businesses are priced the same, I'd rather own the one whose results, not ambitions, carry the price -- especially when the underlying earnings are this far apart. With that said, I'd revisit that view if Tesla starts publishing robotaxi economics that support the excitement -- or if Meta's spending stops showing up as growth.
Nike (NKE +2.39%) desperately wants to get back in shape financially, but its "Win Now" turnaround campaign is being held back for one main reason: China. While the retailer's fourth-quarter results actually beat Wall Street's expectations, revenue in Greater China fell a whopping 17% in the quarter and 13% in fiscal year 2026.
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"Win Now" is, however, showing signs that it's beginning to work in other capacities. Nike's running business has grown by double digits for five consecutive quarters. Nike is also rebuilding its wholesale relationships.
Wholesale revenue grew 4% year over year in the fourth quarter. Nike Running also gained market share in both Western Europe and North America. The brand also believes margin expansion could begin this quarter, earlier than the company's original projection.
Image source: The Motley Fool.
China remains Nike's biggest challenge. There's increasing competition within the country, and consumers there have shifted preferences. It doesn't seem like Nike has a real answer to this significant headwind yet.
Shares of Nike are down almost 31% this year and over 72% in the past five years. Investors hoping for a turnaround will, unfortunately, need even more patience as CEO Elliott Hill and his team navigate a tricky global market.
I still believe Nike will make its comeback, but it won't be easy against a defiant Chinese market. Nike needs a stronger strategy in China, as the brand has lost its prestige and cool factor in the market. Current and prospective investors should recognize that this will be a multiyear effort and that the turnaround of a massive global brand will be slower than expected.
Catie Hogan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nike. The Motley Fool has a disclosure policy.
AI crypto refers to a category of blockchain-based tokens and projects that integrate artificial intelligence into their core function, ranging from decentralized machine learning networks to AI-powered trading agents and data marketplaces. Rather than describing a single technology, “AI crypto” is an umbrella term covering any project where AI and blockchain infrastructure work together, either by using AI to improve blockchain operations or by using blockchain to decentralize and monetize AI systems. The sector’s combined market capitalization sits at roughly $18–28 billion in 2026, driven by rising demand for cheaper, decentralized alternatives to centralized AI computing.
Key Takeaways AI crypto describes tokens and platforms combining artificial intelligence with blockchain technology, not a single coin or protocol The category spans decentralized AI compute networks, on-chain trading agents, AI-powered data marketplaces, and AI-driven content generation platforms NEAR Protocol and Bittensor (TAO) rank as the two largest AI crypto tokens by market capitalization, each above $2 billion, followed by DeXe, Internet Computer, and Render AI crypto trading bots have become one of the most searched applications of the sector, using AI to automate buy/sell decisions based on market data The sector remains highly speculative, with valuations often driven more by AI-related hype cycles than by proven usage What Does “AI Crypto” Actually Mean AI crypto sits at the intersection of two of the most-discussed technology trends of the 2020s: artificial intelligence and blockchain. In practice, projects labeled as AI crypto generally fall into one of two directions. Some use blockchain to decentralize AI infrastructure — for example, distributing GPU compute power across a network of independent providers instead of relying on centralized cloud providers. Others use AI to enhance blockchain-native functions, such as autonomous trading bots, on-chain data analysis, or smart contract auditing.
Because the term covers such a wide range of use cases, it’s more accurate to think of “AI crypto” as a sector rather than a specific type of token, similar to how “DeFi” describes an entire category of financial applications rather than one protocol. For a broader look at how blockchain technology functions at a foundational level, see our guide to what is blockchain.
What Are AI Crypto Coins AI crypto coins are the native tokens of blockchain projects built around artificial intelligence use cases. These tokens typically serve one or more practical functions within their ecosystem: paying for AI compute resources, staking to participate in network governance, rewarding data contributors, or serving as the transactional currency for AI agent interactions. Unlike purely speculative meme tokens, most established AI crypto coins are tied to a specific technical product, such as a decentralized GPU marketplace or an AI model training network, though token value doesn’t always track the underlying platform’s actual usage.
Types of AI Crypto Projects Infrastructure tokens power decentralized computing networks that provide the GPU and processing power AI models require, offering an alternative to centralized cloud providers like AWS or Google Cloud.
AI agent tokens support autonomous software agents that can execute on-chain actions — trading, portfolio management, or smart contract interactions — without constant human input.
Data marketplace tokens facilitate the buying, selling, or licensing of datasets used to train AI models, often with blockchain-based verification of data provenance and quality.
Application-layer tokens power consumer-facing AI tools built on blockchain rails, including AI-generated content platforms, prediction markets, and analytics tools.
Top AI Crypto Coins by Market Cap The AI crypto sector’s combined market capitalization stood at roughly $18 billion in early July 2026, with 24-hour sector volume around $2.5 billion, according to CoinMarketCap’s AI & Big Data category. The following projects consistently rank among the largest by market cap across major data providers:
CoinCategoryMarket Cap (Jul 2026)What It DoesNEAR Protocol (NEAR)AI agents~$2.57BInfrastructure for autonomous AI agents transacting on behalf of users, with sub-second transaction finalityBittensor (TAO)Model training~$2.35BDecentralized machine learning network where AI models compete and earn rewards for output quality across specialized subnetsDeXe (DEXE)AI governance/DeFi~$2.04BCombines AI-assisted decision tooling with on-chain DAO governance infrastructureInternet Computer (ICP)Compute/hosting~$1.21BFunctions as a decentralized “world computer” supporting AI-powered applications without centralized cloud infrastructureRender (RENDER)GPU compute~$828MDecentralized network for renting GPU power, originally built for graphics rendering and increasingly used for AI workloadsFilecoin (FIL)Decentralized storage~$624MIncreasingly used to store the large training datasets and model checkpoints AI systems requireInjective (INJ)AI-powered DeFi~$466MLayer-1 built for finance that has expanded into AI-assisted trading infrastructure and on-chain agent toolingArtificial Superintelligence Alliance (FET)AI agents/data~$395MFormed from the merger of Fetch.ai, SingularityNET, and Ocean Protocol, spanning autonomous agents and data marketplaces NEAR Protocol and Bittensor have traded the top spot in the AI crypto category through mid-2026, reflecting investor preference for projects with measurable on-chain activity — compute jobs processed, models trained, agent transactions settled — over tokens using “AI” as a marketing label without a working product behind it.
AI Crypto Trading Bots Explained One of the most practically searched applications within the AI crypto sector is the AI trading bot — software that uses machine learning models to analyze market data and execute buy or sell orders automatically, without requiring constant manual input from a trader. These bots typically operate by identifying patterns in price action, order book depth, or on-chain data, then acting on predefined strategies faster than a human could manually track multiple markets. While AI trading bots can process far more data than manual trading, they carry the same fundamental risk as any automated strategy: poor underlying logic or unexpected market conditions can lead to losses just as quickly as gains.
Related tools include AI-driven portfolio management platforms, which apply similar automated decision-making to rebalancing across multiple assets rather than executing individual trades.
What Is the Best AI Crypto to Invest In There is no single “best” AI crypto token, and any project claiming otherwise should be treated with skepticism. The more useful question is which category of AI crypto project fits a given risk tolerance and thesis. Investors focused on measurable, verifiable usage often gravitate toward decentralized compute infrastructure like Bittensor or Render, since GPU rental volume and network revenue can be checked on-chain. Those willing to accept higher risk for higher potential upside sometimes look toward earlier-stage AI agent platforms, though these carry substantially more uncertainty given how early the agent economy remains. As with any crypto investment, position sizing and independent research into a project’s actual technical product matter more than following sector-wide hype.
AI Crypto Tokens vs. Traditional Cryptocurrencies The core difference between AI crypto tokens and traditional cryptocurrencies like Bitcoin lies in their intended function. Bitcoin was designed primarily as a decentralized store of value and payment network, with no native connection to artificial intelligence. AI crypto tokens, by contrast, are generally built to serve a specific role within an AI-related ecosystem — paying for compute, incentivizing data sharing, or enabling autonomous agent transactions. This makes AI crypto tokens more comparable to utility tokens in other sectors, such as DeFi governance tokens, than to Bitcoin’s pure monetary use case.
Valuation dynamics also differ. AI crypto tokens have shown a tendency to move in correlation with broader AI industry sentiment — rallying alongside major AI model releases or enterprise AI announcements — rather than tracking crypto-market-specific catalysts like Bitcoin halvings or ETF flows. For live pricing on major cryptocurrencies that frequently intersect with AI-driven trading and agent activity, see Bitcoin price, Ethereum price, and Solana price — all three networks host significant AI-related token activity.
Risks and Considerations The AI crypto sector carries risks beyond typical crypto volatility. Many projects are still pre-revenue, with token valuations based on speculative future adoption rather than current usage. The rapid pace of AI development also means today’s cutting-edge decentralized AI infrastructure could be made obsolete by advances in centralized AI computing, undermining the core value proposition of some projects. Token unlock schedules and emission rates also vary widely across the sector, which can dilute holder value even when the underlying project continues to grow.
Additionally, the AI crypto label itself has attracted opportunistic token launches seeking to capitalize on AI-related search and social media interest without offering a genuine technical product. Analysts generally recommend evaluating any AI crypto project against three factors: whether it has real, measurable utility rather than just AI branding; whether developer activity is active and sustained; and whether tokenomics include reasonable dilution risk. For broader context on evaluating crypto projects, see our coverage on Crypto News Today and Crypto Market Today.
Even with its impressive 740% return over the past 12 months, some analysts believe Micron Technology (MU 5.68%) could still go higher. Three analysts recently raised their price targets for the stock to $1,500, representing a 45% increase from its current price, as of this writing.
Here's why this bull case for Micron stock is rooted in reality and why now could be a good time to buy shares despite their recent volatility.
Image source: Getty Images.
Here's why Micron has a chance of reaching $1,500 Investors have been wondering when the boom in artificial intelligence (AI) might fizzle out and if some stocks are currently in an AI bubble. And while some are certainly benefiting from the technology without having a strong foundation in it, that's not the case for Micron.
Consider the huge AI supercycle currently underway, which is driving sales of its memory processors. This year alone, some of the leading technology companies will have $750 billion in capital expenditures, mostly for AI.
That's a huge amount of AI spending, and it may not slow down anytime soon. Alphabet has already said it will spend up to $190 billion this year and added, "And next year, we expect it to significantly increase compared to 2026."
All of this spending is doing two very important things for Micron: It's driving huge sales of its memory chips and causing its processor prices to skyrocket due to demand.
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The results speak for themselves. Sales rose 345% in the 2026 third quarter to $41.5 billion, and adjusted earnings per share spiked more than 1,300% to $24.67 in the quarter. Management said recently that the run rate for its data center revenue (where sales of its memory chips live) is $100 billion for 2026.
In short, demand is high, allowing Micron to charge more for its memory processors and resulting in skyrocketing profits. So when analysts and investors look at the current data center boom and the company's soaring profits from it, it's not hard to imagine investors continuing to drive up its share price as AI infrastructure investments continue.
Some volatility is inevitable along the way The stock could reach $1,500, but it's also worth noting that some investors are questioning some of the AI spending from tech companies, which has led to market volatility.
Micron stock isn't immune to this, and some investors were disappointed when management didn't raise its full-year AI chip guidance recently, prompting some to sell. If investors continue to take an overly skeptical view of AI spending, it could impact the company's share price in the short term.
But Micron is highly profitable, its sales are expanding, and it's benefiting from a unique demand environment for its memory processors that could last for the next few years. When you add it all together, it's not unrealistic to think the stock could reach $1,500.
Strong financial results don't always translate into share price appreciation, and no one knows this better than MercadoLibre (MELI +1.27%) and Walmart (WMT +2.77%). Both stocks have frustrated investors this year. Market worries and short-term pressures, including tariffs and inflation, have overshadowed the strong fundamentals of both companies.
The question now is, amid this pullback, which stock is the better buy?
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Walmart's first-quarter fiscal 2027 (ended April 30, 2026) revenue grew a little more than 7% year over year. More impressively, Walmart's global advertising business grew 37%, while e-commerce jumped up 26%. Walmart reported negative free cash flow of $1.9 billion, largely due to ongoing investments in automation and technology.
Image source: The Motley Fool.
MercadoLibre's revenue skyrocketed 49% year over year in its fiscal 2026 Q1, but operating margins fell as the company invested heavily in logistics. Growth is so strong across all of MercadoLibre's markets that the company justified its higher operating costs by stating in the quarterly letter to shareholders, "When your business is behaving like this, we believe the right response is not to harvest -- it is to invest."
MercadoLibre's fintech arm, Mercado Pago, is where the greatest growth opportunity lies. The company's credit portfolio reached $14.6 billion, an 87% year-over-year increase as of the latest quarter. Assets under management also hit $20 billion, a 77% jump from the year prior.
There are challenges, as MercadoLibre operates in emerging markets with limited digital commerce and banking infrastructure. The company also has to deal with regulatory obstacles in each Latin American country.
Which stock you should buy depends on your objectives. If it's long-term growth you're looking for, MercadoLibre is the clear winner. The omnichannel giant is expanding rapidly across Latin America in both e-commerce and fintech.
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Walmart, while still trading at a premium, is the more reliable and steady bet. Both stocks have their place in various portfolios. Still, if I'm looking at this through a purely growth lens, MercadoLibre has an incredible opportunity in emerging markets.
Catie Hogan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends MercadoLibre and Walmart. The Motley Fool has a disclosure policy.
ETHFI Leads the Pack With a Sharp Weekly Gain@ether_fi's native governance token $ETHFI has emerged as one of the standout performers in the current crypto market cycle, posting a nearly 15% gain in 24 hours and extending its weekly advance to around 25%. According to CoinGecko, the token has risen approximately 24.9% over the past seven days, outpacing the broader cryptocurrency market, which is up roughly 5.6% over the same period, as well as the wider Ethereum ecosystem cohort, which has gained around 12.7%.
The move has brought $ETHFI within reach of reclaiming a $400 million market cap. CoinGecko data places the current market capitalisation at approximately $407 million, with a circulating supply of around 930 million tokens.
The catalyst behind the rally is not immediately obvious. No single announcement has been pinpointed, and the question of what is driving the surge remains open. That said, a number of notable protocol developments have taken place in recent weeks that may be contributing to renewed investor interest.
Protocol Activity Builds a Stronger Fundamental CaseIn early June, ether.fi and onchain vault manager Plume launched a new yield-bearing real-world asset vault. According to The Block, ether.fi allocated $100 million to the vault, drawing capital from its liquidity provider base, including funds, family offices, and high-net-worth individuals, as well as from its existing liquid vaults.
Separately, ether.fi entered a three-year, $3 billion agreement with ETHGas, committing roughly 40% of its staked ETH to support a new forward market for Ethereum blockspace. The partnership gives ether.fi exclusive access to ETHGas's preconfirmation platform, providing execution guarantees and predictable pricing for buyers such as rollups and institutional traders.
On the tokenomics side, the ether.fi DAO has an approved proposal to allocate up to $50 million from treasury funds for $ETHFI buybacks when the token trades below $3, funded by protocol revenue. Trading volume has also picked up sharply, with CoinGecko noting a 123.5% increase in 24-hour volume, a signal of elevated market activity rather than a quiet drift higher.
Ether.fi is a decentralised, non-custodial liquid restaking protocol on Ethereum. Users stake ETH and receive eETH, the first native liquid restaking token on the network, which can be deployed across DeFi to earn additional yield. The $ETHFI token is used for protocol governance.
Whether the current move has legs or is a short-term rerating remains to be seen, but the combination of strong protocol momentum and improving tokenomics gives traders more to work with than momentum alone.
Sources:
CoinGecko: Ether.fi (ETHFI) Price and Market Data
The Block: Ether.fi Allocates $100 Million to Plume RWA Vault
Notcoin has gained over 8%, trading at $0.00042 NOT’s trading volume has skyrocketed by 137%. The market is attempting to make a recovery by handling a broader fear sentiment. A bunch of crypto tokens have flipped green, chasing the recent high ranges. Meanwhile, within the altcoin sector, Notcoin (NOT) has posted 8.61% surge in price, currently trading at $0.0004270.
Moreover, the asset’s lowest and highest trading levels were noted at $0.0003918 and $0.0004278, respectively. The market cap has likely reached $42.25 million, with NOT’s daily trading volume shooting up by over 137%, touching the $13.28 million level, as per CMC data.
With the bullish momentum in the Notcoin market, the price could climb to the resistance at the $0.0004319 range. A continued move on the upside clearly triggers the golden cross to take place, and the bulls might gradually send the asset price higher, above $0.00044.
On the flip side, if the bears showed up, the NOT price might slip and test the nearest $0.0004218 support zone. Steady and deep losses could invite the death cross to emerge, and the potent bears could take the asset’s price to its former low, established around $0.00041.
Notcoin’s Technical Indicator Analysis On studying the technical indicators of Notcoin, the Moving Average Convergence Divergence line is placed above the signal line. This crossover suggests that the buying momentum is strengthening. Also, it may increase the chances of continued upward price movement.
As long as the MACD line stays above the signal line, the bullish momentum is generally considered intact.
NOT’s daily Relative Strength Index (RSI) stands at 77.77, indicating that it has fallen in the overbought territory, reflecting very strong buying sentiment. The recent rally has been driven by aggressive buying. But with the value at this level, the chances of the trend moving sideways increase.
Even so, if buying demand remains strong, the uptrend can continue despite the elevated reading.
Furthermore, these signals suggest that the buyers are in control, which increases the likelihood of continued upward price action. At the same time, stretched momentum can lead to higher volatility, with short-term profit-taking becoming more likely after a strong rally.
Crypto Market Highlights
PEPE Flashes Fresh Strength: Will the 10% Jump Fuel More Gains?
Content Writer | Crypto Enthusiast | Bridging Literature and Blockchain
The spot @HyperliquidX ETFs posted net inflows of $4.32M for the week ending July 4, marking their weakest weekly performance since launching in mid-May 2026. While still positive, the figure represents a notable cooldown from the pace that made these products some of the most closely watched new ETFs in crypto this year.
A Strong Start That Has Slowed The suite of spot $HYPE ETFs, which includes Bitwise's BHYP, 21Shares' THYP, and Grayscale's HYPG, had an explosive debut. The products crossed $100M in combined net inflows within just 10 trading sessions of their mid-May 2026 debut, a pace that, on a market-cap-adjusted basis, no prior altcoin ETF had matched. Inflows accelerated sharply early on, jumping from $6.89M in the partial launch week to $68.02M for the full week ending May 22, a near 10x week-over-week surge.
The momentum continued into June. Spot Hyperliquid ETFs attracted $111M in net inflows on June 29 alone, even as U.S. spot Bitcoin and Ethereum ETFs faced significant outflows. That single-day figure dwarfs the entire week's tally reported this week, underscoring how sharply the pace has moderated.
Despite the slower week, the ETFs have seen remarkably few down days. According to @BSCNews, the products have recorded only two days of net outflows since launch (June 5 and June 30), a sign of durable if cooling institutional interest.
Supply Lock-Up Continues Perhaps more telling than weekly flow figures is the cumulative supply impact. The spot $HYPE ETFs now collectively hold 2.28% of $HYPE's current circulating supply, a meaningful concentration that reduces the float available to open-market participants. The two leading funds have attracted over $137M in total, validating institutional demand for the asset.
Part of the structural appeal for ETF investors is $HYPE's built-in buyback mechanism. Hyperliquid runs a mechanism called the Assistance Fund, with 99% of trading fees from the exchange's perpetual and spot markets flowing into it, and the fund spending that money buying $HYPE on the open market. That dynamic, combined with ETF inflows locking up supply, has drawn comparisons to the demand structures seen in early Bitcoin and Ethereum ETF cycles.
Whether this week's softer inflow number signals a sustained deceleration or simply a pause after June's record-setting activity remains to be seen. What is clear is that the $HYPE ETF category, barely two months old, has already redefined expectations for altcoin ETF launches.
Sources:
CNBC: Bitcoin is cratering, but a new Wall Street crypto hype is on the rise
CryptoNews: Hyperliquid Price Prediction 2026
FXStreet: Hyperliquid Price Forecast, Easing ETF Flows
Not financial or tax advice. PANews content is strictly educational and informational and is not investment advice, financial advice, tax advice, legal advice, or a solicitation to buy or sell any digital asset, security, or financial product. Do your own research and consult qualified advisers.
Disclosure. PANews may publish sponsored content, partner content, advertisements, affiliate links, event promotions, and market commentary involving Web3 projects, service providers, or financial products. PANews personnel, contributors, or affiliates may hold digital assets or other interests related to covered topics. See our Terms of Service.
A memecoin launchpad that didn’t exist two years ago just out-traded every decentralized exchange on the planet. Pump.fun, operating through its integrated DEX called PumpSwap, recorded approximately $1.769 billion in 24-hour trading volume, placing it ahead of Uniswap, PancakeSwap, and every other competitor across all chains.
How a memecoin machine became a trading giant Pump.fun launched on January 19, 2024, with a straightforward pitch: let anyone create and trade memecoins without needing to seed liquidity pools upfront. That low barrier to entry turned it into the dominant launchpad for Solana’s memecoin economy almost immediately.
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The real strategic move came in March 2025, when the platform introduced PumpSwap, its own built-in DEX. Instead of sending users to Raydium or other external exchanges once tokens graduated from the bonding curve, Pump.fun kept the trading activity in-house.
That decision is now paying off in spectacular fashion. The ~$1.769 billion daily volume isn’t even the platform’s all-time high. Back in early January 2026, Pump.fun hit a $2.03 billion single-day volume, suggesting this isn’t a one-off spike but a sustained pattern of massive trading activity.
The revenue engine behind the volume By mid-March 2026, the platform’s cumulative revenue crossed the $1 billion mark. In the 30 days leading up to its record volume event, Pump.fun generated approximately $39 million in revenue, with daily revenue running around $1.13 million.
A significant piece of Pump.fun’s economic model is its aggressive buyback program for the native $PUMP token. The platform spent roughly $332 million, equivalent to about 2.328 million SOL, buying back more than 106 billion $PUMP tokens. That effort reduced the circulating supply by approximately 30%.
The $PUMP token itself launched through a public sale from July 12-15, 2025, priced at $0.004 per token.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
The crypto market has seen its share of public figures vow to hold forever, but Barstool Sports founder Dave Portnoy’s latest declaration carries a heavier dose of irony. After entering bitcoin near $100,000—and timing it wrong once again—Portnoy now says he will ride the position all the way down to zero. The statement landed with the kind of forced bravado that retail traders know well, as detailed in the CoinDesk report.
Portnoy’s public trading record is littered with poorly timed entries and panic exits. He has previously bought bitcoin near local tops, sold into dips, and returned to the market only when prices recovered. This pattern has turned him into something of a sentiment indicator for a certain slice of retail traders. The difference now is the refusal to sell, even as losses deepen. The psychology is familiar: when a trader stops trying to time the market and decides to simply hold, it often reflects exhaustion rather than conviction.
Portnoy’s History of Poorly-Timed Buys Earlier cycles saw Portnoy publicly announcing bitcoin purchases during euphoric rallies, then reversing course within weeks when prices soured. Each time, the cycle repeated—a quick buy at elevated levels, followed by a tweet about the pain, and eventually a sale that locked in losses. The pattern made him a lightning rod for criticism but also a mirror for the emotional swings that drive many retail participants. Now he says he will not repeat the mistake of selling, even if that means a complete wipeout.
This pledge surfaces at a moment when many assets remain well below their cycle peaks, and traders who bought near the top are wrestling with similar decisions. For those holding tokens deep in the red, the hope of a recovery can feel like the only play left. Articles like our Filecoin (FIL) Price Prediction: Will FIL Recover Its All-Time High? capture the same question facing holders of assets that have fallen hard from their highs.
The Sentiment Signal Behind a Hold-to-Zero Pledge Declarations of holding to zero rarely come from a position of strength. More often, they surface when a trader is deeply underwater and has exhausted every attempt to recoup losses through short-term trades. The market frequently interprets such extreme sentiment as a contrarian signal, though the timing is never precise. Capitulation by retail traders—especially those with a large public platform—can mark a local bottom, but it can also simply be another act in a longer drama.
What makes Portnoy’s situation notable is not the size of his position, but the visibility of it. His every trade is broadcast to millions, and his emotional arc mirrors the experience of countless smaller participants. That gives his hold-to-zero stance a weight beyond any single portfolio. It becomes a data point in the ongoing tension between retail pain and institutional accumulation. While some tokens have posted strong weekly rallies, as noted in our look at the top crypto gainers this week, the broader retail narrative remains one of waiting for a recovery that feels increasingly distant.
Beyond a Single Trader’s Pledge The real question is whether this promises anything beyond the next tweet storm. Portnoy has a history of breaking his own rules. If bitcoin drops another 20%, will he really sit still? If it rallies back toward his entry, will he resist taking the exit ramp? The market has seen similar vows collapse under pressure. The difference now is that there are no easy bailouts via a roaring bull market; the environment requires patience or surrender.
At the same time, the episode underscores how deeply retail psychology is woven into crypto’s price narrative. Institutional flows, ETF demand, and regulatory developments drive the big moves, but the chatter on social platforms still reflects a real and often painful human layer. What one high-profile holder does with his underwater position matters less for the market as a whole than for what it reveals about the mood of the crowd. For now, Portnoy’s promise to hold to zero is a declaration of defiance—and a signal that some bag holders are still clinging on.
AUTHOR
Nicholas Otieno is a fintech writer specializing in cryptocurrency markets. Since 2019, he has written articles to educate readers about cryptocurrency and its substantial positive impact on global prosperity. Nicholas is a Bitcoin holder, believing firmly in its fundamentals. His work has been featured in publications such as Finance Magnates, Blockchain.News, Bitcoin Magazine, Coincub, and among others. When he's not writing, Nicholas enjoys performing domestic tasks, spending time with friends, listening to music, and watching football.
Bitcoin (BTC) consolidated near two-week highs into Sunday’s weekly close as traders geared up for fresh market turbulence.
Key points:
Bitcoin approaches its highest levels in two weeks, but Mondays have been "terrible" for BTC price action, a trader warns.BTC/USD is in the process of deciding the fate of its 200-week moving average.Crypto market analysis sees "greener shoots" on the back of the latest US macro data.Trader: Past seven Mondays "absolutely terrible" for BTC priceData from TradingView showed BTC/USD focusing on $62,700, the site of a key long-term trend line, the 200-week simple moving average (SMA).
BTC/USD four-hour chart with 200-week SMA. Source: Cointelegraph/TradingView
Bulls managed a trip to $63,450 on Saturday amid thinner exchange order books and a three-day US holiday weekend.
“Seeing stronger passive supply here pressing price from above,” commentator Exitpump wrote in their latest analysis on X.
BTC order-book data. Source: Exitpump/X
Trader Daan Crypto Trades flagged short position liquidations as the price gained, with data from CoinGlass putting the 24-hour crypto total at $167 million.
“Classic short squeeze, price grinds higher into a level everyone's shorting until forced covering does the rest,” he commented on X.
“Now the question is whether $62.6K (Weekly 200MA) holds as support or if this was just liquidity getting cleared before rolling over again.”BTC/USD vs. crypto liquidation history (screenshot). Source: CoinGlass
Fellow trader Killa had a word of warning, reiterating that the past seven Mondays had seen major price weakness.
“7/7 Mondays have been absolutely terrible for $BTC,” they told X followers.
“Will we repeat the exact same pattern next week?”Bitcoin ETFs contribute to crypto's "greener shoots"In a new analysis published on Friday, trading company QCP Capital eyed potential tailwinds forming for crypto and risk assets.
These included renewed net inflows to the US spot Bitcoin exchange-traded funds (ETFs).
As Cointelegraph reported, last week’s US nonfarm payrolls report came in below anticipated levels, sparking a softening in hawkish expectations of interest rate hikes by the Federal Reserve.
“The clearest dovish tell was a 2% pop in gold, though that reads more as a real-rate and safe-haven hedge than growth conviction,” it acknowledged.
“Crypto, though, is showing greener shoots: BTC spot ETFs snapped a six-session outflow streak to pull in $224mn on Thursday, their first positive print in over a week and an early sign that dip buyers are stepping back in after roughly $2.4bn of redemptions.”Fed target rate probabilities for July 29 FOMC meeting (screenshot). Source: CME Group
The latest data from CME Group’s FedWatch Tool saw a near-80% chance of the Fed holding rates at current levels at its July 29 meeting.
QCP added that before then, conducive Consumer Price Index (CPI) inflation data would be needed for “broader confirmation of a front-end dovish repricing.”
This article is produced in accordance with Cointelegraph's Editorial Policy and is intended for informational purposes only. It does not constitute investment advice or recommendations. All investments and trades carry risk; readers are encouraged to conduct independent research.
After more than 14 years of silence, a stash of 30 Bitcoin has suddenly moved across the blockchain, drawing fresh intrigue from crypto market watchers. According to Galaxy Research, these coins, originally received on August 7, 2011, were transferred in block number 956627, marking the end of an almost 15-year period of complete inactivity for the wallet. This rare movement has stirred up speculation about the origins and potential significance of the transaction.
Movement from an old wallet catches attentionAnalysts suspect the 30 BTC are linked to a wallet group popularly referred to as “Noah Doe” within crypto circles. At current market prices, the total value of these Bitcoin amounts to approximately $1.88 million. Given the initial acquisition cost was just $9, the transaction reflects a staggering profit of about $1.84 million, corresponding to an astronomical 719353% increase over the period.
Galaxy Research has confirmed that 30 BTC, untouched since 2011, were transferred within Bitcoin block 956627.
While news of the transaction broke, Bitcoin was trading at $62,719, which is about 50.29% below its all-time high of $126,198 recorded in October 2025. Despite this, the return on these particular coins remains historic by any investment standard.
Noah Doe link and legal caseAlex Thorn, Head of Research at Galaxy Research, confirmed the moved coins were part of the long-dormant Noah Doe group. Thorn highlighted that ancient Bitcoin wallets linked to Noah Doe have been showing increased activity on-chain in recent months, a development intensely watched by both researchers and investors.
Alex Thorn points out that coins associated with Noah Doe have started moving more rapidly on the blockchain with each passing month recently.
Noah Doe has also made headlines as an anonymous plaintiff in a New York court case, seeking official recognition of ownership for a stunning 3.8 million Bitcoin distributed among 39,069 addresses. Strikingly, some of these addresses are said to be linked to wallets associated with Satoshi Nakamoto, Bitcoin’s enigmatic creator. The case also involves two anonymous companies headquartered in Wyoming.
In short, these plaintiffs are requesting that the court formally declare the Bitcoin held in 39,069 long-inactive addresses as their property. The case centers on a legal motion for the determination of ownership rights under the guidance of the New York legal system.
Glossary: An “action for determination of ownership” is a legal process in which a court clarifies who rightfully owns an asset or property. New York’s regulations on lost property can sometimes allow claims to be made on assets that remain unclaimed or without a clear owner for a lengthy period.
New twist adds fuel to the legal disputeA dramatic development recently emerged in the court file. An individual referenced as “John Doe 33” filed the first procedural objection, arguing that the case is invalid and requesting its dismissal.
This episode demonstrates that old, dormant Bitcoin wallets are not just sparking interest due to on-chain transfers; they are also at the center of heated ownership battles, further intensifying the debate around the origins and rightful claimants of early Bitcoin holdings.
Disclaimer: The information contained in this article does not constitute investment advice. Investors should be aware that cryptocurrencies carry high volatility and therefore risk, and should conduct their own research.
Ledger co-founder Eric Larchevêque says Bitcoin (CRYPTO: BTC) is not a path to quick wealth but a way to protect the "fruit" of one’s work in a world where bank deposits, gold custody and fiat savings depend on third parties.
What HappenedIn an interview with "When Shift Happens" on June 25, Larchevêque said his conviction in Bitcoin was shaped by early experiences with the traditional financial system.
He recalled losing access to funds after a Latvian bank failed and later being denied physical access to gold bars held through a Luxembourg bank, which instead liquidated the gold and wired him euros.
Those experiences, he said, made him realize the difference between assets investors think they own and assets they control.
"Bitcoin solves the problem of owning your money," Larchevêque said, arguing that bank balances are ultimately claims on institutions, while Bitcoin held in self-custody is a final asset.
Larchevêque said he began moving heavily into Bitcoin around 2014, eventually placing almost all of his liquid net worth into the asset.
He said he does not measure his wealth in euros but in the number of Bitcoins he owns.
Ledger, Self-Custody And RiskLarchevêque said Ledger was built to help users secure crypto assets, but added that self-custody requires personal responsibility.
He warned investors never to share their 24-word recovery phrase and said large holders should avoid keeping direct access to their full holdings at home.
He also discussed the kidnapping of Ledger co-founder David Balland, who was tortured while criminals demanded a €10 million Bitcoin ransom from Larchevêque.
The incident, he said, showed that physical security has become a major issue for visible crypto holders, especially in France.
Long-Term ViewDespite Bitcoin’s volatility, Larchevêque said the only workable strategy is long-term conviction.
He advised ordinary investors not to copy his all-in approach, but instead to build a disciplined Bitcoin strategy through regular accumulation and only with money they do not need for daily life.
"The only people I know who had success with Bitcoin investment are the ones who forgot about it," he said.
Image: Shutterstock
Market News and Data brought to you by Benzinga APIs
As the weekly close approaches, Bitcoin is trading near its highest levels in two weeks, holding steady close to the crucial $62,700 mark. This price is significant, as it represents the 200-week simple moving average, a key technical threshold for the long-term market outlook.
Intense price battle at a major technical thresholdOver the weekend, thinner order books and the three-day holiday in the United States led to weaker trading conditions. Despite this, buyers managed to push the price up to $63,450. However, some market observers believe that sell orders clustered at higher levels are capping further gains and putting pressure on the price.
Market analyst Exitpump noted that Bitcoin faced strong passive selling from above, which has limited its upward momentum.
Daan Crypto Trades highlighted that short positions have been liquidated during the recent rally. According to data from CoinGlass, total crypto market liquidations reached $167 million in the past 24 hours. CoinGlass is a data platform known for tracking liquidations and open interest in derivatives markets.
Glossary: A short squeeze occurs when traders betting against the price are forced to close their positions as prices rise. This process creates extra buying pressure that can accelerate upward moves temporarily.
Daan Crypto Trades emphasized that the market produced a classic short squeeze in response to the heavy buildup of short positions, and forced liquidations helped fuel the rally.
Trader Killa pointed out an interesting trend: Bitcoin has shown notable weakness on each of the last seven Mondays. This has led to expectations of renewed volatility at the start of the new trading week.
Spot ETF inflows and macro data take center stageIn a market note released Friday, QCP Capital suggested that crypto assets and other risk assets may be entering a more supportive environment. The firm cited the return of net inflows into US spot Bitcoin ETFs as a key factor behind this improved outlook.
US nonfarm payrolls data released last week came in below expectations, easing concerns about aggressive rate hikes. QCP Capital interprets the 2% increase in gold as a clear sign of a more dovish Fed expectation, remarking that this movement is tied more to safe haven demand and real yield protection than outright growth optimism.
According to the CME Group FedWatch Tool, there is now an 80% probability that the US Federal Reserve will keep rates unchanged at its July 29 policy meeting. QCP Capital added that further widespread optimism will require supportive consumer price index data before that date.
IndicatorLevelSignificance200-week SMA$62,700Key long-term technical thresholdWeekend high$63,450Latest buyer-driven level24-hour liquidations$167 millionIndicates short position pressureProbability of rate hold July 29About 80%Reflects macro expectationsCurrently, the market is closely watching both the ongoing price action around the $62,700 level and the potential impact of upcoming macroeconomic data on risk appetite. Analysts suggest that trading on Monday could be decisive in determining whether Bitcoin will maintain support above this key region in the short term.
Disclaimer: The information contained in this article does not constitute investment advice. Investors should be aware that cryptocurrencies carry high volatility and therefore risk, and should conduct their own research.
Wall Street’s Bitcoin expectations have taken another hit. Citi has cut its 12-month Bitcoin target to $82,000 from $112,000, pointing to weaker investor appetite, negative ETF flows, and a slower regulatory backdrop in the United States.
The move is not just another forecast revision. It shows how much of the institutional Bitcoin thesis still depends on one input: whether spot ETFs can keep attracting fresh capital.
For more details, visit the official Reuters platform.
TL;DR Citi lowered its Bitcoin target to $82,000 and cut its Ether forecast to $2,240. The bank also reportedly reduced its assumed net ETF inflows over the next 12 months to zero, down from a previous expectation of $10 billion. That is the real headline for crypto markets.
Price targets are easy to debate. Flow assumptions are harder to ignore.
Bitcoin’s ETF launch era gave the market a clear institutional demand story. For a while, that story helped support higher prices and stronger confidence. But when flows turn negative, the same structure works in reverse. Analysts do not simply mark down price targets because BTC fell. They mark them down because the demand model behind the price target has changed.
That is what Citi’s revision reflects.
The ETF Bid Is Being Repriced The key issue is not whether Bitcoin can still trade above Citi’s target. It can. Crypto price targets are never guarantees. The more important point is that one of the market’s most widely followed demand channels has become less reliable.
ETF flows have been treated as the bridge between traditional portfolios and Bitcoin exposure. If those flows weaken, the market has to lean more heavily on native crypto demand, corporate treasury buyers, and long-term holders.
That can still be enough. But it makes the path more volatile.
Citi’s cut also lands at a moment when digital asset treasury companies are under closer scrutiny. If investors worry that treasury buyers may become sellers, the market’s confidence in institutional accumulation weakens further. That does not mean a wave of forced selling is inevitable, but it adds another layer of caution.
Why This Matters For Bitcoin Traders For traders, the message is simple: Bitcoin needs a new catalyst or a repair in ETF flows.
A stronger macro backdrop could help. So could clearer US digital asset legislation, a return of ETF inflows, or renewed accumulation from long-term holders. Without one of those, the market may struggle to rebuild the same momentum it had when spot ETF demand was the dominant story.
That does not make Citi’s $82,000 target bearish in absolute terms. It is still above current prices. But it is a meaningful downgrade from the earlier view and shows that institutional expectations are being reset.
Bitcoin has survived plenty of forecast cuts before. The question now is whether the ETF market can stop being the reason analysts lower their numbers and start being the reason they raise them again.
This report is based on information from Reuters and Citi’s reported market forecasts.
This article was written by the News Desk and edited by Samuel Rae.
Active addresses on the Bitcoin blockchain have climbed roughly 9% to surpass 660,000, a notable uptick after what has been a prolonged period of declining on-chain engagement.
The bigger picture on active addresses To understand why 660,000 active addresses matters, you need to know where Bitcoin has been. The network hit a 7-day moving average of around 938,609 active addresses back in August 2025. That was the recent peak.
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From there, activity steadily eroded. By December 2025, the same metric had cratered to approximately 660,000, marking the lowest reading in 12 months. That’s a decline of more than 30% from the summer high.
The decline through late 2025 wasn’t happening in isolation. Daily miner revenue dropped from roughly $50 million to $40 million over the same stretch. Much of the elevated activity seen in 2024 and early 2025 was fueled by Ordinals and Runes, two protocols that brought NFT-like inscriptions and token creation to Bitcoin’s base layer. When the novelty faded, so did the addresses showing up to use the network.
Transaction counts vs. actual economic activity By June 2026, daily Bitcoin transactions surged past 800,000, the highest level recorded since 2024. However, a significant chunk of that spike came from low-value protocol transactions rather than meaningful economic transfers.
What miner economics tell us The slide from $50 million to $40 million in daily miner revenue during late 2025 was a 20% haircut. If miners need to sell more Bitcoin to cover electricity bills, that adds selling pressure to the market. Conversely, if revenue stabilizes or climbs alongside rising active addresses, it validates the network recovery thesis.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
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Why Are Satoshi’s Coins Back In The Debate? Binance founder Changpeng Zhao has reopened one of Bitcoin’s most difficult governance questions: what should the network do if quantum computers become powerful enough to break the cryptography protecting old wallets?
Zhao, widely known as CZ, suggested that the estimated 1.1 million bitcoin believed to belong to Bitcoin creator Satoshi Nakamoto could be frozen if they are not moved within a set window. At bitcoin’s current price of roughly $62,000, the holdings are worth about $68 billion.
His argument is based on a security concern. If quantum computing eventually makes older Bitcoin signatures vulnerable, dormant wallets could be exposed to theft. Satoshi’s coins would be the most visible target because of their size, age, and market importance.
“If we don’t do anything with it, then we’re basically giving it to somebody who’s going to hack it,” Zhao said.
The idea would give Satoshi 6 to 12 months to move the coins. If there is no movement, the community could then decide whether to freeze the addresses. That proposal immediately divided investors, developers, and entrepreneurs because it touches the core promise of Bitcoin: property without permission from a central authority.
Why Is Freezing Coins So Controversial? The case for intervention is straightforward. If a quantum attacker gained access to Satoshi’s bitcoin and sold them into the market, the shock could be severe. A sudden release of more than 1 million bitcoin would threaten liquidity, damage confidence, and raise fears that other dormant wallets could also be compromised.
The opposing argument is just as important. Freezing coins would mean changing Bitcoin’s rules to restrict specific property, even if the owner has not acted. That would be a major departure for a network built around neutrality, censorship resistance, and self-custody.
Michael Terpin, founder and CEO of Transform Ventures and author of Bitcoin Supercycle, said the proposal would cross a line Bitcoin has not crossed before.
“While I appreciate the proactivity in CZ’s proposal, it begins a slippery slope of creating permission in a permissionless system relative to personal property,” Terpin said.
Terpin argued that even if Satoshi is dead, the market could survive a one-time shock better than it could survive a precedent that allows the network to seize or freeze coins.
“If indeed [Satoshi] is dead, as many Bitcoiners believe, then only a quantum hack unlocks the coins. While it would hurt the price substantially if the coins were dumped, it would be a one-time episode and post-quantum bitcoin would recover,” he said.
Investor Takeaway The quantum debate is not only about Satoshi’s wallet. It is about whether Bitcoin can upgrade its security without weakening its property-rights narrative. For investors, the risk is less immediate price action and more the governance precedent created by any forced intervention.
Can Bitcoin Reach Consensus On A Quantum Upgrade? Bitcoin’s governance process makes any emergency-style change difficult. Terpin pointed to the long debate over SegWit as evidence that fast consensus would be unlikely. “Considering it took years just to implement SegWit, I doubt a quick consensus could be formed here,” he said.
Jameson Lopp, co-founder and chief security officer at Casa, said CZ’s remarks should be understood less as a formal proposal and more as a warning about the wider quantum threat.
“I don’t really consider it a proposal so much as him musing upon the threat,” Lopp said.
For Lopp, the issue is not a simple choice between freezing Satoshi’s coins or doing nothing. It is about moving Bitcoin users, exchanges, custodians, wallets, and institutions toward quantum-resistant cryptography before the current system becomes vulnerable.
“I think this is not a binary debate of ‘to freeze or not to freeze,’” he said.
Lopp has authored Bitcoin Improvement Proposal 361, which outlines a phased migration to quantum-resistant cryptography. The aim is to create a structured timeline so the ecosystem does not wait until a practical attack is possible.
“The goal is to create incentives and deadlines so users, exchanges, custodians, wallets and institutions actually migrate in a timely fashion,” Lopp said.
Is There A Middle Ground For Satoshi’s Bitcoin? Matt Hougan, chief investment officer at Bitwise, rejected both extremes: allowing the coins to be stolen and freezing them outright. Instead, he pointed to a proposal from Castle Island Ventures partner Nic Carter that would place Satoshi’s bitcoin into a legal trust until ownership could be proven through historical electronic records.
“I actually like Nic Carter’s proposal,” Hougan said. “It avoids the philosophical challenges of both CZ’s suggestion and the ‘let whatever happens’ perspective.”
Hougan said any change involving Satoshi’s coins would be difficult for the market because investors already treat them as effectively unavailable.
“I don’t think there is any way that developments around Satoshi’s coins are positive for the ecosystem,” he said. “The market already accounts for them as frozen forever.”
That view explains why the debate is so sensitive. If the coins move, are frozen, or become the subject of a legal structure, the market would have to reprice an assumption that has existed for years: that Satoshi’s bitcoin will never return to circulation.
For now, the issue remains theoretical. Practical quantum attacks against Bitcoin are not yet a market reality, and researchers are still working through how post-quantum cryptography could be applied without disrupting the network. But the debate shows that Bitcoin’s next major security upgrade may involve more than code. It may test the boundaries of governance, property rights, and investor trust at the same time.
Bitcoin has staged a notable rebound after sweeping liquidity beneath the June lows, but the recovery is now approaching a critical resistance cluster. While momentum has improved in the short term, the broader structure remains bearish until BTC reclaims several major resistance levels overhead.
Bitcoin Price Analysis: The Daily Chart The daily timeframe shows Bitcoin continuing to trade below its key moving averages, with both the 100-day and 200-day moving averages sloping lower and acting as dynamic resistance. The market remains structurally bearish after losing the $72K-$74K support zone in June, which has now flipped into a major supply area.
However, the recent price action is becoming more constructive. BTC successfully defended the $58K-$61K support region and produced a sharp bounce from the lower boundary of the broader descending structure.
More importantly, the daily RSI has formed a bullish divergence, with momentum making higher lows while the price registered comparable or lower lows around the June bottom. This divergence often appears during exhaustion phases and suggests selling pressure has been weakening despite the downtrend.
The immediate challenge lies around $65K-$67K, where a major resistance zone intersects with the descending upper trendline. A successful breakout above this area would likely trigger a larger recovery toward the former breakdown region near $72K-$74K. Conversely, rejection from the current resistance cluster would reinforce the prevailing bearish structure and increase the probability of another move toward the $60K support area.
BTC/USDT 4-Hour Chart The 4-hour chart highlights a developing falling wedge structure. Bitcoin recently rebounded from the lower boundary near $58K and has advanced steadily toward the upper trendline, which currently converges with the $63K-$64K area.
The recovery has already reclaimed the $60K-$61K support zone, turning it back into a short-term demand area. Price is now testing the upper boundary of the wedge while approaching the lower edge of the $64K-$66.5K supply zone.
A breakout above the descending trendline could accelerate bullish momentum and open the path toward the higher resistance region around $65K-$67K. Such a move would also confirm a short-term shift in market structure after weeks of lower highs.
If the breakout fails, Bitcoin may continue consolidating inside the wedge before attempting another push higher. The $60K-$61K region remains the most important near-term support, while a breakdown below it would place the recent recovery at risk.
Sentiment Analysis The Spot Average Order Size metric provides insight into the behavior of larger market participants. Recent data shows that whale-sized transactions continue to dominate activity despite Bitcoin trading near local lows.
The latest readings indicate that large orders remain active in the market while prices hover around the $60K-$63K region. Although the metric alone cannot determine directional intent, the persistence of larger transaction sizes during a prolonged decline suggests institutional and high-net-worth participants remain engaged rather than stepping away from the market.
Combined with the bullish RSI divergence on the daily chart and Bitcoin’s defense of the $58K-$61K support zone, the data suggests accumulation interest may be emerging around current levels. Nevertheless, confirmation still requires a technical breakout above the descending trendline and the $65K-$67K resistance cluster.
Until that occurs, Bitcoin remains in a broader corrective structure, with the current recovery appearing more like an attempt to build a base rather than a confirmed trend reversal.
