Market Signal Briefing

Recent data shows the Coinbase Premium Index has finally clawed its way out of a long streak of discounts since the end of October, and it's now lounging comfortably in positive territory. Meanwhile, bitcoin prices in South Korea are still riding high, holding their own in premium territory too.

CryptoCurrency News

OKB Price Falls as Boost Contract Glitch Wipes Out Reward Pool

TL;DR OKB fell from $115 to $94 (over 18%) amid a generalized market sell-off. A glitch in OKX’s Boost campaign contract allowed 99.68% of PYBOBO

Markets

Crypto Exchange OKX Adds Decentralized Trading for U.S. Market Amid Record $613B DEX Activity

TL;DR: OKX launches decentralized trading in the U.S., letting users trade directly from wallets. DEXs hit record $613B trading volume, driven by liquidity and institutional

Companies

OKX Introduces USD Stablecoin Payments in Brazil, Expanding Digital Dollar Access

TL;DR OKX introduces OKX Pay and an international Mastercard debit card (OKX Card) in Brazil. Stablecoin demand in Brazil exceeds 90% of the total crypto

flash news

OKX Expands Market Access with Exciting Launch of HYPE USDS Spot Trading

OKX will list the HYPE/USDⓈ trading pair for spot trading on November 3, 2025, at 4:30 PM UTC. The exchange announced the addition in an

CryptoCurrency News

Binance Sparks Optimism with MANTRA and MultiversX Upgrade Support

TL;DR Binance will support the upcoming network upgrades for MANTRA (OM) and MultiversX (EGLD), aiming to enhance transaction efficiency and node synchronization. Deposits and withdrawals

flash news

OKX Exchange Pauses Services Amid X Layer Upgrade on Oct. 27

OKX announced today that it will temporarily suspend certain services on October 27, due to a scheduled upgrade of X Layer’s public blockchain, according to

Bitcoin is battling to stay above $90,000, with broader market sentiment failing to provide enough support for a recovery.

CryptocurrencyTickerPriceBitcoin(CRYPTO: BTC)$89,949.15Ethereum(CRYPTO: ETH)$3,093.91 Solana(CRYPTO: SOL)$133.64XRP(CRYPTO: XRP)$2.07Dogecoin(CRYPTO: DOGE)$0.1419Shiba Inu(CRYPTO: SHIB)$0.058449Notable Statistics:

Coinglass data shows 96,599 traders were liquidated in the past 24 hours for $280.18 million.        
In the past 24 hours, top gainers include Zcash, Canton and Dash.
Notable Developments:

How Ripple Secured Wall Street Backing For Its Massive $500 Million Raise (CORRECTED)
Robinhood Adds XRP, Dogecoin, Solana Trading Pairs For European Markets
Robinhood Enters Indonesian Market, HOOD Spikes 1%
BitMine Adds 138,000 ETH, But BMNR Still Down 60% From The Highs
Strategy Buys Biggest BTC Stack In 5 Months—But MSTR Can’t Catch A Break
Trader Notes: Crypto trader KillaXBT warned that Bitcoin may be repeating a 2022-style pattern that could lead to another major leg down.

The trader continues to target a deeper retracement into the $50,000–$60,000 range from swing shorts initiated at $123,000.

A short-term relief move toward $95,000–$96,000 remains possible, especially if rate cuts line up with expected macro pivots between the 10th and 14th.

Should price action diverge from this fractal, he plans to reassess structure at those critical zones.

CryptoCon highlighted that Bitcoin rallied for 152 weeks from its November 2022 cycle low to the October 2025 cycle peak, matching the duration of the previous two cycles and landing just two weeks shy of the first cycle when measured from the Halving Cycles Theory bottom in December 2010.

Crypto trader Jelle pointed out an 87% probability of another rate cut at Wednesday's FOMC meeting. The last two cuts sparked sharp Bitcoin sell-offs, and he's watching closely to see whether this time the pattern finally breaks.

Read Next:

Why Is Strategy’s MSTR Now Worth Less Than The Bitcoin It Owns?
Image: Shutterstock

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© 2025 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

In brief
Binance suspended an employee after they promoted a meme coin via one of the firm's official X accounts.
The token launched 1 minute before a post from the Binance Futures account that promoted the same phrase and image.
The meme coin jumped as high as $6 million market cap, and has generated more than $16 million in trading volume.
A Binance employee has been suspended and may be subject to additional disciplinary action after the firm found out they were connected to a new meme coin launch—and subsequently promoted it via an official Binance X account. 

The firm was alerted to the actions through reports to its internal audit department and immediately launched an investigation. 

“We have verified the employee in question is related to a token that was issued on-chain,” the Binance Futures X account posted on Monday morning of its preliminary investigation.

“Less than a minute later, [they] used the text and images relating to the token in a tweet posted by the @BinanceFutures account,” it added. “These actions constitute abuse of their position for personal gain and violate our policies and code of professional conduct.”

The investigation scrutinized the launch of the “Year of the Yellow Fruit” meme coin that was created on the BNB Chain token launchpad, Four.Meme. According to the firm, immediately after the token launch, the Binance Futures account posted a now-deleted image closely resembling the token’s text and imagery.

Binance is leading the market squeeze?! 💀

Yesterday, the “year of yellow fruit” meme caused an uproar in the crypto community, and on-chain data basically confirms it was privately operated by internal employees!

The incident started because @BinanceFutures only posted the… pic.twitter.com/BgI6VXRhfx

— Marcos Crypto (@MarcosBTCreal) December 8, 2025

Shortly after launch, the token jumped to nearly a $4 million market cap. After a retrace, it later jumped as high as a $6 million market cap, with more than $16 million in trading volume according to data from DEXScreener.

In addition to the suspension, Binance indicated it has contacted the relevant authorities in the employee’s jurisdiction, allowing them to act if necessary in accordance with legal procedures. 

Five whistleblowers that submitted valid reports to Binance’s audit department will split $100,000 in rewards thanks to their work in reporting the behavior. While the firm has shared initial findings, its investigation is still ongoing.

The token, which is still trading around a $2 million market cap, has generated significant returns in a short period of time for a handful of traders. At least two wallets have profited more than $50,000 on the token since its launch, with eight other traders profiting at least $25,000 at the time of writing according to DEXScreener. 

“Binance always adheres to the principle of putting users first, upholds the values of openness, fairness, and justice, and has zero tolerance for any violations,” the firm said. “For behaviors that undermine the platform's integrity and attempt to profit from positions of authority, we will resolutely investigate, strictly hold accountable, and show no leniency.”

Investigation of Employee Misconduct Incident

On December 7, 2025, Binance’s internal audit department received a report alleging that a Binance employee had used insider information to post on official social media and improperly obtain personal gain. We immediately launched an…

— Binance Futures (@BinanceFutures) December 8, 2025

Meme coins on BNB Chain have seen sporadic surges this year. In February, Binance co-founder and former CEO Changpeng “CZ” Zhao played into meme coin traders’ hands, teasing speculators before ultimately revealing the name of his dog—Broccoli—which spawned the launch of million-dollar meme coins.

In October, another BNB meme coin season briefly arose as the network’s native token, BNB, created a new all-time high of $1,369. 

BNB is down 0.6% in the last 24 hours, recently changing hands at $896. It’s now about 35% off its October all-time high mark. Bitcoin has similarly fallen by nearly 30% since setting its own record price in October, with the wider crypto market taking hits in the months since.

Daily Debrief NewsletterStart every day with the top news stories right now, plus original features, a podcast, videos and more.

flash news

Polkadot’s Modest Rise Underperforms Wider Digital Asset Surge

Polkadot (DOT) rose to $2.14, advancing 2.2% over the past 24 hours, but remains lagging behind the broader crypto market. The recovery occurs on elevated

Hyperliquid News

HYPE Briefly Breaks Key Level, Market Watches $24 Risk Zone

TL;DR HYPE has stabilized at $29.5 after briefly dropping below $30, showing a moderate 1.5% recovery, though pressure at key levels remains. The next support

Ripple News

Ripple Recast: $500M Wall Street Investment Signals Infrastructure Role in Crypto Finance

TL;DR Ripple secured $500M in a round that brought in funds such as Citadel and Brevan Howard and locked in guaranteed returns of 10% to

Bitcoin News

Crypto Market Eyes 4 US Data Releases to Gauge Bitcoin’s Next Move

TL:DR: Four critical US economic releases in early December covering inflation, jobs, consumer, and industrial data could steer Bitcoin sentiment sharply. Strong data may boost

Markets

$716M Flows into Digital Asset Funds as Market Momentum Returns

TL;DR Bitcoin & Altcoins: Bitcoin drew $352M, XRP $244M, and Chainlink $52.8M, showing diversified investor interest. Digital Asset Issuer Divergence: ProShares gained $210M, while BlackRock’s

Markets

Crypto Market Rebounds: XRP, ADA, ETH Lead, Bitcoin Rises on Fed Outlook

TL;DR Bitcoin momentum: Bitcoin climbed 3.2% to $92,111, reflecting echoes of past cycle rebounds. Analysts highlight similarities to 2013, 2017, and 2021 recoveries. Altcoin recovery:

2Z rally comes with a warning from market bears.

The outlook for XRP is becoming increasingly polarized as traders, analysts, and industry critics weigh in on its price trajectory, governance model, and growing institutional interest.

Recent market activity reflects a complex environment where both technical signals and structural concerns are shaping sentiment. As whale sell-offs, ETF inflows, and a revived decentralization debate collide, XRP finds itself at a critical moment that is testing assumptions about its long-term viability.

XRP's price records some momentum on the daily chart. Source: XRPUSD on Tradingview
New Participation Models and Market Volatility
A wave of alternative yield platforms, including BlackchainMining, has entered the market offering “XRP mining” rewards, despite XRP not being a mineable asset. These models rely on token lock-ups rather than computational work, with platforms distributing returns from liquidity operations or other investment strategies.

While they appeal to holders seeking passive income, they introduce counterparty and operational risks, especially given their reliance on centralized management rather than transparent network mechanics.

At the same time, XRP’s spot price continues to react to whale activity. Recent sell-offs pushed the token toward the $2 level before stabilizing, reflecting short-term volatility driven by large holders. In contrast, long-term investors appear unfazed, maintaining positions that help steady the circulating supply.

Institutional demand through XRP ETFs adds yet another dimension. U.S.-listed funds have seen nearly $900 million in inflows, indicating that larger players are continuing to build exposure despite market turbulence.

Technical Setups and Derivatives Data Show Mixed Sentiment
Analysts tracking XRP’s long-term chart structure note parallels with the 2017 bull cycle. A multi-year symmetrical triangle forming between 2018 and 2025 has created expectations of a breakout, with some projecting potential upside should historical patterns repeat.

The current price action around $2.05 reflects a tightening consolidation, and a 16% move in either direction is considered possible after the pattern resolves.

However, derivatives markets present a contrasting picture. Coinglass data shows that XRP is the most aggressively shorted major asset, with roughly 96% of open interest positioned against it.

Despite this, XRP has held modest gains, supported by sustained ETF inflows. Analysts warn that such extreme positioning increases the likelihood of a short squeeze if even minor catalysts shift sentiment.

Centralization Concerns Resurface
Beyond price action, structural criticism has resurfaced following sharp commentary from analyst Justin Bons, who argues that XRP is “centralized in every way,” citing validator distribution and governance limitations.

Supporters counter that XRP’s model is designed for institutional settlement rather than maximal decentralization, but the debate highlights a longstanding divide between crypto-native expectations and enterprise-focused blockchain design.

Whether XRP evolves through technical breakouts, institutional adoption, or renewed scrutiny over its governance will determine how the asset is perceived moving forward. Currently, the market remains divided, with both opportunity and uncertainty moulding the path ahead.

Cover image from ChatGPT, XRPUSD chart from Tradingview

TL;DR

Bitcoin’s halving impact diminishes as institutional and macro forces gain prominence.
ETF and long-term holder demand now reshape supply more than halvings.
Price cycles now align more with global liquidity and policy expectations.

For many early holders, the Bitcoin halving acted as a simple market compass. Every four years, the protocol cut the block reward in half, new supply dropped, and a powerful rally often followed. The pattern looked clear: the 2012 halving came before the 2013 peak, the 2016 halving came before the 2017 peak, and the 2020 halving came before the 2021 peak.

Grayscale now argues that the Bitcoin market has moved into a different phase. The firm combines its own research with on-chain data from Glassnode and market-structure analysis from Coinbase Institutional. The conclusion points in one direction: halving events still matter, yet they no longer explain the full behavior of the asset.

Grayscale starts with a simple arithmetic point
A large share of the fixed 21 million BTC already trades in the market. Each new halving reduces fresh supply by 50%, yet the relative impact shrinks because fewer coins remain to be mined. Supply shocks therefore lose strength over time. Investors who treated the halving as the only macro signal now face a market that responds to other forces as well.

The report highlights three main shifts in the current cycle. First, institutional capital now drives a large part of demand. Previous cycles relied on retail traders who used exchanges with high turnover and short time horizons. Today, ETFs, corporate balance sheets and professional funds absorb a growing share of supply. 

Second, price behavior in the mid-2020s looks far more controlled than in earlier blow-off tops. Rallies in 2013 and 2017 reached extreme valuations and then collapsed. In the current phase, Bitcoin advanced strongly, then dropped around 30% from recent highs. Grayscale describes the pullback as a correction that still fits within a broader bull trend, not as the start of a long winter. The firm compares the pattern with corrections inside equity bull markets rather than classic crypto boom-and-bust arcs.

Third, macro forces now guide the asset to a greater degree. In early years, BTC traded mostly outside mainstream finance. Now, interest-rate expectations, liquidity conditions and fiscal policy sit near the center of many trading desks. Grayscale stresses the role of anticipated cuts from major central banks, bipartisan progress on United States crypto legislation and the integration of Bitcoin into institutional portfolios. Portfolio managers weigh BTC against bonds, equities and gold, not just against other tokens.

Glassnode’s research backs up that reasoning with concrete on-chain signals
Long-term holders now control a record share of circulating Bitcoin. Wallets that rarely move coins absorb supply and keep fewer units available on exchanges. As a result, the usual post-halving supply shock weakens, because a large part of the float already sits in inactive addresses. Moreover, realized volatility has stayed below levels recorded at previous cycle turning points, even after strong corrections in late 2025. Markets digest large price swings with fewer liquidations and less panic.

Another key factor comes from ETFs and custodial products
On-chain flows show steady transfers toward addresses linked to regulated funds and institutional custodians. Coins in those wallets tend to remain dormant for long periods. That pattern reshapes supply distribution: more BTC sits in long-term storage, less BTC circulates on trading venues. Grayscale argues that deep, slow capital from institutions now competes with the faster flows from traders, and that balance changes how rallies and pullbacks unfold.

Grayscale also pays attention to macro-linked indicators
Liquidity gauges, policy guidance from the Federal Reserve, and progress on crypto regulation in Congress all feed into portfolio construction models. When real yields fall and risk appetite returns, inflows into Bitcoin ETFs often increase.

When markets fear higher rates or tighter policy, ETF flows slow and some institutions rebalance into cash or bonds. The result is a BTC cycle that aligns more closely with global financial conditions than with a simple clock based on block rewards.

Halving mechanics still play a role. When the protocol cuts miner rewards, miners with higher costs often shut down hardware or seek cheaper power. Hashrate usually dips, then recovers as the network adjusts and more efficient operators step in. 

After the 2024 halving, annual Bitcoin inflation fell below levels seen in many major fiat currencies, which reinforced comparisons with scarce assets such as gold. Grayscale does not dismiss that effect; the firm simply argues that supply reduction now interacts with richer layers of demand and macro context.

Debate between both camps remains open
On one side, Grayscale presents a Bitcoin market where institutional flows, regulatory progress, ETF demand and long-term holder supply create a pattern that no longer fits a simple four-step cycle. On the other side, halving loyalists argue that supply shocks still form the backbone of every major rally, even if new variables now appear. For investors, the key task lies in updating frameworks without ignoring the monetary design that made BTC unique from the start.

Hyperliquid Strategies Inc., a digital asset treasury company, has announced that its board approved a stock buyback of up to $30 million of the Company’s outstanding common stock, par value $0.01 per share. 

The stock repurchase program will be in place for up to 12 months. The company states that repurchases will be made from time to time in open market transactions at prevailing market prices, at management’s discretion.

Hyperliquid cites providing investors with access to HYPE as the initiative
According to Hyperliquid, the actual timing, number, and value of shares repurchased under the program will be determined by management at its discretion. It will also depend on several factors, including the market price of HSI’s common stock, general market and economic conditions, and applicable legal requirements.

Company CEO David Schamis stated that the repurchase is aimed at enhancing shareholder value and increasing the exposure of each share to Hyperliquid’s ecosystem native token HYPE through capital operations. 

David Schamis stated, “We are fully committed to maximizing shareholder value through disciplined execution of our treasury strategy. Our primary objective is providing investors with efficient access to HYPE, the native token of the dominant Hyperliquid eco-system. We will use our cash to increase our shareholders’ per-share exposure to HYPE in the most efficient way possible.”

However, the company cannot guarantee the final number of shares repurchased, and the repurchase program may be extended, suspended, or terminated at any time at the company’s discretion without further notice.

Additionally, Hyperliquid Strategies Inc. is the core of the Hyperliquid ecosystem. Hyperion DeFi recently announced the receipt of a Kinetiq airdrop and a partnership with Native Markets. The company reports assert that these changes should make HYPE tokens more valuable and easier to trade.

The company has also taken steps to expand its holdings, purchasing an additional 150,000 HYPE tokens. 

HYPE token trends at its weakest level since May
Hyperliquid Strategies Inc. holds 12 million HYPE tokens, equivalent to 1.20% of the total supply, and has $300 million in cash reserves. These resources enable the company to repurchase shares and boost HYPE exposure in a capital-efficient manner. However, the success of the HYPE token is not guaranteed. It depends on the current state of the market.

The HYPE token remains steady, with a slight surge of 0.67% in the last 24 hours, following a period of constant decline over the weekend. CoinGlass data showed that the drop triggered more than $11 million in liquidations.

The shift marks a reversal for a protocol that once controlled the on-chain perpetuals market. Earlier in the year, Hyperliquid dominated the decentralized perpetuals market with near-total authority. However, that edge is long gone. 

Hyperliquid’s market dominance.  Source: DeFiLlama

The protocol’s share of the perpetual market has dropped from a peak of nearly 70% to less than 20% due to the emergence of more aggressive rivals, such as Aster and Lighter.

In addition, HYPE has lost almost 30% of its value in the last 30 days, making it the worst-performing asset among the top 20 crypto coin by market cap. As a result, crypto traders have become significantly bearish on the token, suggesting that the token’s value could drop to as low as $10.

Ultimately, regulatory instability, macroeconomic factors, and market volatility could all impact HYPE’s performance. The token is trending at its weakest level since May. It is currently trading at $29.80.

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TL;DR

Pye Finance secures a $5 million seed round backed by Variant, Coinbase Ventures, and others aiming to activate billions in locked Solana stake.
The project introduces transferable staking positions that add liquidity, customization, and yield opportunities for validators and stakers.
Its model seeks to modernize a $50+ billion staking sector by turning passive locked stake into an active onchain yield market with clearer incentives and broader DeFi integrations.

Pye Finance announces a $5 million seed round led by Variant and Coinbase Ventures, reinforcing investor interest in advanced staking infrastructure on Solana. The initiative aims to convert locked staking positions into tradable financial instruments, enhancing liquidity and transparency for network participants while expanding the design space for yield strategies. Additional investor participation from Solana Labs, Nascent, and Gemini shows growing institutional appetite for structured staking products that operate fully onchain.

Solana Staking Enters a New Phase
Pye’s framework introduces onchain bond markets that allow validators to structure agreements and compete by offering precise incentive terms. The team highlights that traditional staking accounts lack evolution and liquidity. Their system transforms these positions into transferable, time-locked instruments divided into a Principal Token and a Rewards Token, enabling secondary-market activity and new use cases such as lending, refinancing, and fixed-yield products.

Solana currently holds more than 400 million SOL staked, a level that underscores both network strength and inefficiency due to static, illiquid positions. Investors like Variant’s Alana Levin note that the model aligns validator and staker interests by enabling higher yields in exchange for longer lockups, promoting a more efficient staking environment. Market analysts also observe a trend in institutional staking strategies shifting toward transparent structures with predictable returns.

Expanding The Onchain Yield Market
Led by Alberto Cevallos and Erik Ashdown, Pye aims to equip validators with tools typically used by asset managers. These include customizable agreements, improved accounting features, and diversified revenue mechanisms. After completing a closed alpha, the team prepares a private beta for early 2026, granting access to validators and staking providers.

The introduction of secondary markets and negotiable locked positions seeks to evolve staking into a programmable financial layer. This transition strengthens Solana’s potential for more sophisticated yield products that integrate smoothly with DeFi activity across the network. Early feedback from validators suggests demand for instruments that support longer-term capital planning and more stable reward forecasts.

The capital flowing into Pye Finance signals a growing belief that Solana’s staking layer can shift from passive capital to an active, structured yield market.

Bernstein on Monday said that Bitcoin’s (CRYPTO: BTC) institutional base is solid enough to support a higher long-term trajectory, setting a new 2026 target at $150,000.

Bernstein Sees Bitcoin Entering A Longer Bull CycleMatthew Sigel, Head of Digital Asset Research at VanEck, quoted Bernstein’s latest report, citing that Bitcoin has broken its traditional 4-year cycle and entered "an elongated bull-cycle."

The shift is being driven by institutional buying that has replaced the old pattern of retail-driven volatility.

The firm noted that spot Bitcoin ETFs saw only about 5% outflows during the correction, even as the asset fell from above $125,000 to around $90,000.

Bernstein updated its price forecasts, calling for Bitcoin to reach $150,000 in 2026, with a potential cycle peak of $200,000 in 2027 and a long-term price target of $1 million by 2033. 

The new outlook follows an earlier research note where Bernstein described its earlier $200,000 forecast as "conservative," underscoring how fast institutional flows have reshaped the market's structure. 

Fed Policy Plays A Key Role In Near-Term Market DirectionTrading firms and macro strategists expect the Federal Reserve to cut interest rates by 0.25% on Wednesday. 

Analysts David Brickell and Chris Mills of the London Crypto Club said in their weekly newsletter that a "dovish surprise" could trigger a sharp Bitcoin rebound if the Fed expands liquidity through bond purchases.

The pair said a continued rate-cutting cycle combined with balance sheet expansion would be a "powerful, structural tide" for risk assets into the new year. 

Ed Yardeni of Yardeni Research said policymakers are "expected almost universally" to cut rates again, marking the third reduction this year.

The CME FedWatch tool shows an 86% probability of a quarter-point cut, while prediction markets on Polymarket place the odds near 94%. 

Historically, lower rates have supported assets like Bitcoin because they reduce risk-free yield and push capital toward higher-return markets.

Global Policy Week Adds Volatility PressureInvestors are monitoring several international policy developments in addition to the U.S. Federal Reserve. 

Central banks in Canada, Australia, and Switzerland will announce decisions this week, while China and Taiwan will release export data that could influence broader market risk sentiment.

Japan is also weighing another rate increase to combat yen weakness. 

Combined, these events introduce additional uncertainty at a time when Bitcoin is already trading inside a tight technical structure.

Bitcoin Technicals Show Compression As Market Waits For A Breakout

Bitcoin Price Analysis (Source: TradingView)

BTC continues to move inside a narrowing triangle pattern, with price stabilizing above $88,500 support. 

This level has held three times and remains the key barrier between consolidation and a deeper slide toward the low $80,000s.

A descending trendline from the November peak has capped every rebound. 

Resistance between $90,400 and $91,000 includes the 20- and 50-day EMAs and the 0.382 Fibonacci retracement at $90,799.

A clean break above $91,000 opens the path toward $93,900 and then $97,100, which aligns with the 0.618 Fibonacci level.

On the downside, a break below $88,500 exposes $86,800 — the level traders identify as the structural do-not-break area. 

Losing it could trigger a fast decline toward $82,000 due to thin support below.

Read Next:

Rocket Lab Shares Rally: What Investors Need To Know
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© 2025 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

Journalist

Hassan Shittu

Journalist

Hassan Shittu

About Author

Hassan, a Cryptonews.com journalist with 6+ years of experience in Web3 journalism, brings deep knowledge across Crypto, Web3 Gaming, NFTs, and Play-to-Earn sectors. His work has appeared in...

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Last updated: 

December 8, 2025

Tensions between blockchain platform Mantra and the crypto exchange OKX escalated sharply this week after Mantra CEO John Patrick Mullin accused the exchange of publishing “incorrect and misleading” information about the project’s upcoming token migration.

In a strongly worded statement posted on X, Mullin urged OM holders on the exchange to withdraw their tokens immediately and complete migration independently through official Mantra channels.

On December 5, 2025, OKX published a statement entitled “OKX to support OM crypto migration”. This statement contained multiple factual errors and misrepresentations not present in official MANTRA governance proposals. We are incredibly concerned by this development, which shows…

— JP Mullin (🕉, 🏘️) (@jp_mullin888) December 8, 2025
Mantra Accuses OKX of Publishing “False” OM Migration DatesThe conflict surfaced on Monday after OKX released an announcement outlining its support for the OM migration, including a detailed schedule that placed the conversion window between December 22 and December 25, 2025.

The exchange said it planned to delist OM spot pairs, halt deposits and withdrawals, conduct an account snapshot, and process the conversion at a 1:4 ratio in line with what it described as Mantra’s Proposal 17 and Proposal 26.

OKX also said it would suspend futures, margin trading, and related services ahead of the migration.

Mullin disputed nearly every part of OKX’s timeline. He said the exchange had published dates that were “technically impossible.

He added that official governance documents state the migration can only begin after the ERC-20 OM token is fully deprecated on January 15, 2026.

According to him, this makes any December 2025 migration window unworkable.

He also argued that the exchange had rearranged the intended process by placing the token split ahead of deprecation, reversing the sequence outlined in Proposal 26.

He described the exchange’s timeline as “arbitrary,” noting that no final launch date has been announced because it depends on a pending technical review.

The CEO said the publication of what he called “demonstrably false information” raises concerns about negligence or possible malicious intent.

He added that OKX has not communicated with Mantra since April 13, the date of OM’s extreme market collapse that saw the token fall more than 90% in a single day.

📉 Mantra lost 90% of its value in just one hour — $6B gone. No hack, no clear reason. Just “liquidations,” team silence, and big wallet moves. What really happened, and which red flags did investors ignore?https://t.co/2HeL1ZiMhG

— Cryptonews.com (@cryptonews) April 14, 2025
He argued that the communication breakdown has now resulted in market confusion during a period in which other exchanges have coordinated closely with Mantra on migration details.

After $6B Collapse, OM Holders Face New Uncertainty Amid Exchange FrictionsThe April collapse, which erased more than $6 billion from OM’s market capitalization within 24 hours, continues to cast a long shadow over the project.

Some traders described the crash as a rug pull, though Mantra denied wrongdoing and blamed the event on sudden liquidations during low-liquidity weekend trading.

A later post-mortem attributed the crash partly to aggressive leverage policies on centralized exchanges and said the incident exposed wider structural risks in the industry.

In its response at the time, the project pledged more transparency, reduced internal validator control, and a 150 million OM token burn by Mullin himself.

Since then, several exchanges have taken action around the token. INDODAX delisted OM during the initial shift away from ERC-20.

Meanwhile, Binance temporarily suspended OM deposits and withdrawals during network upgrades before relisting the redenominated MANTRA token.

Other platforms paused trading as part of broader migration adjustments.

In the same period, OKX removed multiple unrelated assets, such as BAL, PERP, FLM, PSTAKE, CLV, and RACA, because of low activity or listing-criteria issues, a trend that has raised wider questions about the exchange’s handling of assets undergoing structural changes.

The current dispute has left many OM holders trying to determine the safest migration path.

Mullin called on users to avoid depending on OKX during this phase and to maintain direct custody to ensure they do not act on incorrect timelines.

He said Mantra will continue coordinating with all other major exchanges and will support retail holders through the transition.

OKX, for its part, has indicated that its schedule may face delays due to coordination requirements, but it has not publicly addressed Mullin’s accusations or clarified its interpretation of the governance proposals.

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Tether’s USDT stablecoin has been officially recognized as an “Accepted Virtual Asset” (AVA) by the Financial Services Regulatory Authority (FSRA) within the Abu Dhabi Global Market (ADGM), the UAE’s international financial center in Abu Dhabi. 

The move positions USDT alongside other approved stablecoins, such as World Liberty Fi’s USD1, Circle’s USDC, and Ripple’s RLUSD on ADGM’s stablecoin register, which aligns with Abu Dhabi’s push to become a global hub for regulated digital assets.

Tether gains stablecoin approval from  Abu Dhabi regulator
The approval confirms that the ADGM now rates USDT as an Accepted Fiat-Referenced Token. This designation allows regulated firms inside the financial zone to actually deploy the asset in supervised activities, ranging from settlement to asset servicing.

The most important thing about this development is not the endorsement, but the fact that USDT can now be used inside ADGM on networks including Aptos, Celo, Cosmos, Near, Polkadot, TRON, Tezos, Kaia, and TON, extending what was previously a narrower set of permissions limited to Ethereum, Solana, and Avalanche.

Tether’s chief executive, Paolo Ardoino, believes that the approval is a recognition of USDT’s role within international settlement markets and as a gateway for financial inclusion, sentiments known to align closely with Abu Dhabi’s current positioning.

From Tether’s perspective, the approval is a great win as the UAE upgrade enhances network interoperability, allowing USDT to move between decentralized applications and institutional systems without the usual fragmentation issues.

On the other hand, Abu Dhabi continues to show that it is focused on hosting infrastructure, not speculation, as it presents itself as a destination for credible crypto finance and a potential bridge between global capital and blockchain-based settlement rails.

As reported by Cryptopolitan earlier today, Mohammed Al Shamsi, a senior official at the UAE’s National Security Agency, declared that “Bitcoin has become the key pillar in the future of financing,” referencing the Emirates’ commitment to the crypto space.

Ripple’s RLUSD has received its own recognition inside ADGM
USDT’s approval is happening weeks after Ripple’s dollar-backed stablecoin, RLUSD, was cleared for use inside the Abu Dhabi Global Market (ADGM). This allowance came after it was formally recognized as an Accepted Fiat-Referenced Token, which helped it establish a regulatory foothold in one of the world’s most tightly regulated crypto hubs.

According to Ripple, the Financial Services Regulatory Authority (FSRA) designation means that firms licensed by the authority can now use RLUSD for regulated activities. The approval puts the stablecoin on the same level as a small group of tokens permitted inside the ADGM’s ring-fenced financial system.

For Ripple, it’s an important development and represents progress into the Middle East, where banks and payment firms have been open to adopting tokenized settlement rails.

Get seen where it counts. Advertise in Cryptopolitan Research and reach crypto’s sharpest investors and builders.

Shiba Inu retests a critical support zone that previously triggered massive rallies, with analysts outlining potential breakout scenarios ahead.

Newton Gitonga2 min read

8 December 2025, 08:41 PM

Shiba Inu is approaching a critical support area that analysts say could trigger a major reversal. The meme coin recently lost upward momentum, yet its return to a long-standing demand zone has revived bullish projections. SHIB has reacted strongly at this level several times in past cycles. The historical patterns support a case for another significant move if current support holds.

Historical Support Returns to the SpotlightAnalyst Crypto Patel reported that Shiba Inu has slipped back into what he called a “mega support” zone between $0.0000080 and $0.0000060. He argued that the move could mark the start of a new trend despite the token’s recent underperformance. SHIB rallied to $0.00000952 last week before a sharp rejection linked to Bitcoin’s pullback. The token then dropped 12.3% and closed the week at $0.00000834, failing to extend a 6.6% gain recorded earlier.

At the time of writing, SHIB is trading at around $0.000008475, suggesting a 0.52% decline in the last 24 hours.

SHIB Price chart, Source: CoinMarketCap

Patel pointed to past cycles to justify his outlook. He noted that SHIB retested this zone in July 2021 and consolidated for months. The token later broke out in October 2021 and gained more than 1,237% on its way to an all-time high of $0.0000885. He also highlighted June 2022, when SHIB fell to $0.00000714 before staging a 152% rally to August 2022’s high of $0.0000180.

Source: X

A similar pattern followed in 2023. The token climbed toward $0.0000113 in August before dropping again to the support zone in October. SHIB then surged 575% to the March 2024 peak of $0.0000456. Patel said these consistent rebounds reinforce the relevance of the current retest and support a bullish projection.

Analyst Maps Out Four Possible Price ScenariosPatel outlined four scenarios that depend on how SHIB interacts with the support range. The first scenario depicts a rally from the lower boundary near $0.0000060 to the high of December 2024, at $0.0000334. He said this move would deliver a 456% increase from the lower support limit. The second scenario projects a rise from $0.0000060 to SHIB’s 2021 peak of $0.0000885. That path signals a potential 1,375% surge from the lower boundary and a 943% gain from the current price of $0.00000848.

The upper boundary also presents two outcomes. If SHIB rebounds from $0.0000080, Patel said an advance to the March 2024 peak of $0.0000456 would mark a 470% rise. A move toward the all-time high of $0.0000885 from the same starting point signals a possible 1,006% rally. He suggested that either scenario from the upper boundary could unfold within six months if the support area holds.

Patel maintained that Shiba Inu’s past behavior around this zone remains a strong reference point for market expectations. He added that the retest signals a potential turning point as long as buyers continue to defend the support area.

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Newton Gitonga

Newton Gitonga covers cryptocurrencies, blockchain, and digital finance. He specializes in breaking down complex trends with clear, data-driven reporting. His work focuses on market analysis, technical insights, and the evolving role of altcoins in shaping global markets.

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Latest Shiba Inu News Today (SHIB)

Key NotesADGM approves USDT as Accepted Fiat-Referenced Token on nine additional blockchain networks for regulated use.The recognition follows October 2024 initial approval and months of compliance collaboration with FSRA.Tether strengthens Middle East strategy with plans for AED-pegged stablecoin and UAE real estate partnerships.
Tether announced that its USDT stablecoin has been officially recognized as an Accepted Fiat-Referenced Token (AFRT) by the Abu Dhabi Global Market (ADGM) for use on multiple blockchains, including Aptos, Celo, Cosmos, Kaia, Near, Polkadot, Tezos, TON, and TRON. The approval allows ADGM-authorized entities to conduct regulated activities involving USDT across these networks.

This recognition expands upon ADGM’s earlier approval, which covered USDT on Ethereum, Solana, and Avalanche. With this extension, USDT is now approved across nearly all major blockchains it operates on, strengthening its global compliance profile.

Tether’s USD₮ Recognised as Accepted Fiat-Referenced Token in Abu Dhabi’s ADGM for Use on Several Major Blockchains
Learn more: https://t.co/PKmF7w5aUx

— Tether (@Tether_to) December 8, 2025

ADGM’s Role in The New Global Digital Finance
Abu Dhabi Global Market (ADGM) serves as an international financial center and a key regulatory hub for digital assets in the United Arab Emirates. ADGM’s Financial Services Regulatory Authority (FSRA) oversees the licensing and supervision of virtual asset activities, aiming to combine innovation with strong compliance and investor protection.

The approval follows months of collaboration between Tether and FSRA, showcasing Tether’s efforts to align with ADGM’s compliance and transparency standards. Paolo Ardoino, CEO of Tether, said the decision demonstrates both entities’ commitment to advancing financial inclusion and innovation through regulated digital assets, according to their announcement.

This Expansion Follows Earlier Recognition From 2024
Tether first secured regulatory recognition within ADGM in October 2024, when USDT was acknowledged as a virtual asset under the jurisdiction’s framework. This latest multi-chain approval is a continuation of that process, broadening the token’s reach and regulatory acceptance.

USDT now joins another five stablecoins already listed as an Accepted Fiat-Referenced Token under the FSRA’s official AFRT list as of November 2025, reflecting growing institutional acceptance of stablecoins in the region’s financial markets.

Graph of the market share of USDT among all the stablecoins | Source: DefiLlama

Strengthening Tether’s Regional Strategy
Tether’s continued engagement with ADGM aligns with its broader expansion strategy in the Middle East. In addition to USDT’s recognition, the company announced in 2024 plans to issue a new stablecoin pegged to the UAE dirham (AED), underscoring its intention to integrate closely with the region’s financial systems. Currently, they don’t make any other announcements about this project.

In 2025, Tether partners with Reelly Tech to accelerate the stablecoin transactions of the UAE real estate industry. The ADGM’s new decision enhances interoperability across blockchain networks and creates new settlement opportunities for regulated institutions and decentralized applications. As the UAE continues to shape clear policies for digital assets, Tether’s cooperation with regulators positions it advantageously in one of the world’s most active fintech jurisdictions.

Disclaimer: Coinspeaker is committed to providing unbiased and transparent reporting. This article aims to deliver accurate and timely information but should not be taken as financial or investment advice. Since market conditions can change rapidly, we encourage you to verify information on your own and consult with a professional before making any decisions based on this content.

Tether (USDT) News, Cryptocurrency News, News

José Rafael Peña Gholam is a cryptocurrency journalist and editor with 9 years of experience in the industry. He wrote at top outlets like CriptoNoticias, BeInCrypto, and CoinDesk. Specializing in Bitcoin, blockchain, and Web3, he creates news, analysis, and educational content for global audiences in both Spanish and English.

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An analyst poured cold water on the company's positive recent earnings report.

Shares of Marvell Technology (MRVL 7.47%) fell as much as 10.1% on Monday, before recovering to a 7.5% decline as of 12:46 p.m. EDT.

The company reported better-than-expected third-quarter earnings last week, leading to a rise; however, one analyst threw cold water on the recent jump today, raising the perennial question of whether Marvell has lost a custom XPU contract for Amazon's (AMZN 1.11%) next-gen Trainium chips.

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Benchmark downgrades Marvell based on Trainium 3 and 4 fears
Today, sell-side research analysts at Benchmark downgraded Marvell to a "Hold" rating from "Buy," while withdrawing a specific price target.

The reason for the downgrade, according to analyst Cody Acree, is that Benchmark has gained a, "high degree of conviction" that Marvell has lost the custom XPU business for Amazon's upcoming Trainium 3 and 4 chipsets to Asian rival AIchip.

Supplying custom XPU parts for hyperscalers' self-designed AI chips has been a significant factor in Marvell's stock rise in recent years. And Marvell's custom XPU business has been dominated by Amazon as the company's largest customer by far.

Marvell doesn't break out its XPU or "XPU attach" business separately, but rather groups it with its Data Center segment, which also includes Marvell's data center networking technology.

On the recent third-quarter earnings release, the Data Center segment grew a solid 38%, and Marvell gave even more good news. Management said it expects 25% Data Center growth in the next fiscal year, then an acceleration to 40% growth the following year. That outlook was above expectations, and the forecast for an acceleration in fiscal 2028 actually prompted other analysts to raise their price targets on Marvell. For instance, while Benchmark downgraded the stock, JP Morgan & Chase analyst Harlan Sur actually raised his price target on Marvell from $120 to $130 today, based on that guidance.

Still, Benchmark's Acree believes that growth will come from either the older Trainium 2 chips or perhaps from network-attach chiplets and other components, not the next-gen Trainium 4 custom XPU.

Image source: Getty Images.

Does it matter?
To a certain extent, as long as Marvell can hit the numbers it projected, it doesn't much matter if the company loses a certain product contract. However, the loss of future XPU chip modules could signify something more worrying regarding growth over the long-term, or indicate something about the Marvell's general competitiveness.

The hand-wringing over the Amazon contract has been an overhang on Marvell's stock this year, and there appears to be little willingness on the part of either Marvell or Amazon to publicly clarify details of their contract negotiations. So unfortunately, Marvell investors will likely have to tolerate this rumor mill for some time to come.

JPMorgan Chase is an advertising partner of Motley Fool Money. Billy Duberstein and/or his clients have positions in Amazon. The Motley Fool has positions in and recommends Amazon and JPMorgan Chase. The Motley Fool recommends Marvell Technology. The Motley Fool has a disclosure policy.

December 08, 2025 2:16 PM EST | Source: iMetal Resources Inc.
Vancouver, British Columbia--(Newsfile Corp. - December 8, 2025) - iMetal Resources Inc. (TSXV: IMR) (OTCQB: IMRFF) (FSE: A7VA) ("iMetal" or the "Company) announces that it will offer (the "Offering") up to 4,000,000 flow-through units (each, an "FT Unit"), at a price of $0.13 per FT Unit, for gross proceeds of up to $520,000, by way of non-brokered private placement. Each FT Unit will consist of one common share of the Company, issued as a flow-through share within the meaning of the Income Tax Act (Canada), and one-half-of-one share purchase warrant (each whole warrant, a "Warrant"). Each Warrant will entitle the holder to purchase an additional common share of the Company at a price of $0.20 for a period of twenty-four months.

The Company anticipates the net proceeds raised from the Offering will be used to conduct exploration of the Company's Gowganda West Property, located in the Shining Tree Camp of the Abitibi Greenstone Gold Belt within Ontario.

The Company may pay finders' fees to eligible parties who have assisted in introducing subscribers to the Offering. All securities issued in connection with the Offering will be subject to restrictions on resale for a period of four-months-and-one-day in accordance with applicable securities laws. Completion of the Offering remains subject to receipt of regulatory approval.

Qualified Person

The technical content of the New Release has been reviewed and approved by R.Tim Henneberry, P.Geo. (BC), a director of the Company and a Qualified Person under National Instrument 43-101.

About iMetal Resources Inc.

iMetal is a Canadian-based junior exploration company focused on the exploration and development of its portfolio of resource properties in Ontario and Quebec. The flagship property Gowganda West is an exploration-stage gold project with a recent discovery hole of 48.5m at 0.85 g/t gold that borders the Juby Deposit and is located within the Shining Tree Camp area in the southern part of the Abitibi Greenstone Gold Belt about 100 km south-southeast of the Timmins Gold Camp. The 220-hectare Ghost Mountain property, 42 kilometres NE of Kirkland Lake, lies 5 kilometres W of Agnico Eagle's Holt and Holloway Mine. Carheil is an exploration stage project with multi-metal potential and previous graphite results. The project is about 170 km north of Rouyn-Noranda in the Northern Abitibi Greenstone Belt.

Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.

This release may contain forward-looking statements or forward-looking information under applicable Canadian securities legislation that may not be based on historical fact, including, without limitation, statements containing the words "believe", "may", "plan", "will", "estimate", "continue", "anticipate", "intend", "expect", "potential", and similar expressions. Forward-looking statements involve known and unknown risks, uncertainties, and other factors which may cause the actual results, performance, or achievements of iMetal to be materially different from any future results, performance, or achievements expressed or implied by the forward-looking statements. Forward-looking statements or information in this release relates to, among other things, the intended use of proceeds from the Offering. These forward-looking statements are based on management's current expectations and beliefs and assume, among other things, the ability of the Company to successfully pursue its current development plans, that future sources of funding will be available to the company, that relevant commodity prices will remain at levels that are economically viable for the Company and that the Company will receive relevant permits in a timely manner in order to enable its operations, but given the uncertainties, assumptions and risks, readers are cautioned not to place undue reliance on such forward-looking statements or information. The Company disclaims any obligation to update, or to publicly announce, any such statements, events or developments except as required by law.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/277315

Paramount's hostile takeover bid just upended Netflix's big merger.

Just days after Netflix (NFLX 3.55%) and Warner Bros. Discovery (WBD +4.54%) agreed to a blockbuster $72 billion deal to buy most of the company's assets, there's now a twist.

Paramount Skydance (PSKY +7.26%), which was believed to be the original frontrunner, is going directly to shareholders with a hostile takeover offer. Paramount is offering a slightly higher price for the entire business, which includes cable channels like CNN and TNT and the Discovery business. The Netflix offer was for the film studios, including Warner Bros., HBO, and the HBOMax streaming service with the remainder of WBD being spun off into a separate entity.

Paramount is offering $30-a-share for the company, valuing WBD's equity at $77.9 billion, or $108 billion including debt. That compares to $27.75 a share that WBD would get from Netflix. The Paramount bid is also all cash, while Netflix had offered $23.50 in cash, with the remainder coming in stock.

Image source: Getty Images.

What it means for investors
The Paramount proposal further complicates a deal that was already expected to face significant regulatory scrutiny.

Investors should understand that both boards of directors have agreed to the Netflix deal, which is why Paramount is going directly to shareholders, who may get an opportunity to vote on the proposal.

Warner Bros. Discovery stock ticked higher on the news, trading up 4% in early afternoon trading. The gain isn't surprising, given the higher offer, and the takeover bid is a good sign for WBD shareholders, though even after the gain, it's still trading below Netflix's $27.75 offer. If WBD terminated the Netflix deal, it would have to pay Netflix a fee of $2.8 billion.

Netflix stock fell on the news, slipping 4%, which comes in addition to a 3% drop on Friday when the deal was announced, showing investors are unhappy for multiple reasons. WBD's takeover bid could further complicate the regulatory process for Netflix, which has already raised antitrust concerns. If WBD accepted the Paramount offer, Netflix could come back and offer more money for the business.

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Paramount stock, meanwhile, jumped on the news, trading up as much as 10% on Monday. The stock tumbled 10% on Friday as it was seen as the loser in the Netflix deal, but the takeover bid seems to be giving Paramount shareholders some hope.

Overall, it's hard to predict where this battle will go next as the stakes are high and the merger could change the future of Hollywood. Investors in all three of these stocks should expect more volatility. Even if Netflix emerges victorious, getting through the regulatory process won't be easy.

Tesla Inc (NASDAQ:TSLA) shareholders may not love hearing that the electric vehicle stock has lost one of its top analysts. Morgan Stanley has assigned a new analyst to cover the stock, and he comes in hot with a downgrade on the stock.

Tesla stock is among today’s weakest performers. What’s behind TSLA decline?
The Morgan Stanley Analyst: Morgan Stanley analyst Andrew Percoco has taken over coverage of the automotive sector, which was previously handled by Adam Jonas. Percoco announced several new ratings and price targets on stocks in the sector, including:

Tesla: new rating Equal-weight (down from Overweight), price target $425 (up from $410)
General Motors (NYSE:GM): new rating Overweight (up from Equal-weight), price target $90 (up from $54)
Lucid Group (NASDAQ:LCID): new rating Underweight (down from Equal-weight), price target $10 (down from $30)
Rivian Automotive (NASDAQ:RIVN): new rating Underweight (down from Equal-weight), price target $12 (in line with previous target)
Read Also: Tesla Q3 Highlights: Record EV Deliveries, Falling Profits, AI Ambitions Ahead

Morgan Stanley on Tesla: The electric vehicle giant was named the top automotive stock by Jonas for 2025. The analyst had held an Outperform rating since 2023 and had been bullish on many aspects of the company, including the new pay package for Tesla CEO Elon Musk.

Percoco has a different idea going forward, suggesting that the AI opportunity for the company is offset by automotive headwinds and a full valuation.

"With downside to consensus estimates driven by pressures in the auto business and catalysts for it non-auto business priced in at its current valuation, we assume coverage at Equal-weight with a $424 price target and wait for a better entry point," Percoco said.

The analyst said Tesla is a leader in electric vehicles, renewable energy, manufacturing, and real-world AI, which should give it a premium valuation.

"However, high expectations on the latter (AI) have brought the stock closer to fair valuation."

The analyst sees challenging catalysts for Tesla going forward, which could provide downside to estimates.

"We believe it will be increasingly challenging to support meaningful upside to Tesla shares barring an improvement, or at least stabilization, within its auto business."

Along with the base case price target of $425, Percoco has a bull case valuation of $860 and a bear case valuation of $145 on Tesla stock.

Morgan Stanley on General Motors: While Percoco sees Tesla stock less favorable than Jonas, the new automotive analyst for Morgan Stanley sees a brighter short-term future for General Motors.

"Over the course of the last year, GM made strides in realigning their capital allocation strategy with a more tempered EV and AV growth curve," Percoco said.

The analyst said General Motors could benefit from reduced policy uncertainty, the ending of EV tax credits, and reductions in emissions-related requirements.

"We expect GM to manage through with an appropriately re-aligned capital allocation strategy and refreshed product lineup highlighting strength in GM's core ICE trucks and SUVs."

Percoco said investors could see a "prolongation of ‘ICE is Nice' narrative" for traditional automakers.

"As a result of easing compliance requirements, OEMs can leverage consumer preference for higher-value ICE and hybrid vehicles."

A shift back to ICE vehicles by consumers in 2026 could be a tailwind for General Motors.

While neither company has completely abandoned its electric vehicle presence, changes to growth plans and focusing on ICE vehicles could pay off in the short term, according to Percoco.

Morgan Stanley on Auto Sector: The analyst expects electric vehicle volume to be down 20% year-over-year in the United States for 2026, painting a cautious outlook on the pure-play EV companies like Tesla, Rivian and Lucid.

The analyst forecasts ICE vehicle sales in the U.S. market to be up 1% year-over-year in 2026.

"Position your portfolio toward best in class operators that can navigate a slower industry outlook by allocating capital effectively with a strong execution track record (General Motors)," Percoco said.

The analyst warned investors to "be wary" of companies facing industry headwinds, such as EV deceleration.

GM, TSLA Price Action: General Motors stock is down 0.5% to $75.69 on Monday versus a 52-week trading range of $41.60 to $77.00. General Motors shares are up 47.3% year-to-date in 2025.

Tesla stock is down 3.6% to $438.84 on Monday versus a 52-week trading range of $214.25 to $488.54. Tesla shares are up 15.6% year-to-date in 2025.

Read Next:

General Motors, Ford Hit Record EV Deliveries In Q3: Tax Credit Expiration Or Lasting Growth?
Image created using artificial intelligence via Gemini.

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December 08, 2025 2:30 PM EST | Source: The Rosen Law Firm PA
New York, New York--(Newsfile Corp. - December 8, 2025) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Avantor, Inc. (NYSE: AVTR) between March 5, 2024 and October 28, 2025, both dates inclusive (the "Class Period"), of the important December 29, 2025 lead plaintiff deadline.

SO WHAT: If you purchased Avantor 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 Avantor class action, go to https://rosenlegal.com/submit-form/?case_id=47303 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. If you wish to serve as lead plaintiff, you must move the Court no later than December 29, 2025. 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, at that time, 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 hundreds of millions 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 misrepresented and/or failed to disclose that: (1) Avantor's competitive positioning was weaker than defendants had publicly represented; (2) Avantor was experiencing negative effects from increased competition; and (3) as a result, defendants' representations about Avantor's business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Avantor class action, go to https://rosenlegal.com/submit-form/?case_id=47303 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/277313

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December 08, 2025 2:37 PM EST | Source: The Rosen Law Firm PA
New York, New York--(Newsfile Corp. - December 8, 2025) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Stride, Inc. (NYSE: LRN) between October 22, 2024 and October 28, 2025, both dates inclusive (the "Class Period"), of the important January 12, 2026 lead plaintiff deadline.

SO WHAT: If you purchased Stride 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 Stride class action, go to https://rosenlegal.com/submit-form/?case_id=30689 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 January 12, 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, at that time, 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 hundreds of millions 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, during the Class Period, defendants made misleading statements and omissions regarding Stride's products and services to public and private schools, school district, and charter boards. Throughout the Class Period, Stride represented to investors that "[t]hese products and services, spanning curriculum, systems, instruction, and support services are designed to help learners of all ages reach their full potential through inspired teaching and personalized learning." Unbeknownst to investors, Stride was inflating enrollment numbers, cutting staff costs beyond required statutory limits, ignoring compliance requirements, and losing existing and potential enrollments. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Stride class action, go to https://rosenlegal.com/submit-form/?case_id=30689 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/277281

SAN FRANCISCO, Dec. 08, 2025 (GLOBE NEWSWIRE) -- National shareholder rights law firm Hagens Berman reminds investors that the deadline to move the Court for appointment as lead plaintiff in the securities class action lawsuit against CarMax, Inc. (NYSE: KMX) is January 2, 2026.

The lawsuit alleges that CarMax and its executives provided materially false and misleading information by failing to disclose that the strong growth touted in Q1 2026 was merely a temporary, unsustainable “pull forward” of customer demand and that its loan portfolio (CAF) was facing significant, undisclosed risks.

“Our investigation focuses on whether CarMax’s executives prioritized short-term optics over transparency, by claiming robust growth that was allegedly driven by a one-time tariff event,” said Reed Kathrein, the Hagens Berman partner leading the litigation. “We are scrutinizing the significant increase in the loan loss provision for the CAF portfolio, which may suggest undisclosed weaknesses in the core business. Investors in CarMax who suffered significant losses during the Class Period should contact the firm now to discuss their rights.”

Legal Analysis: Undisclosed Business Weakness & Risk

The complaint details the alleged gap between the Company’s public statements about sustainable growth and the undisclosed material adverse facts regarding its operational and financial stability.

Disclosure EventImpact on KMX Stock PriceAlleged Securities Violation RevealedQ2 2026 Earnings (Sept. 25, 2025)Stock fell 20%; comparable unit sales down 6.3%.Misrepresenting the nature of demand; failing to disclose the unsustainable “pull forward” effect of tariffs.CEO Departure & Outlook (Nov. 6, 2025)Stock fell 24%; weak Q3 guidance (8%-12% decline).Undisclosed underlying business weakness and lack of sustainable growth prospects.CAF Loan Portfolio$142 Million increase in loan loss provision.Misrepresenting the quality and risk inherent in the CarMax Auto Finance (CAF) loan portfolio. The lawsuit specifically covers investors who purchased CarMax securities between June 20, 2025, and November 5, 2025. The two alleged disclosures led to dual stock crashes, demonstrating the magnitude of the alleged misrepresentations.

Next Steps: Contact Partner Reed Kathrein Today
Hagens Berman has a proven track record, securing over $325 billion in settlements for investors and consumers.

Mr. Kathrein is actively advising investors who purchased KMX shares during the Class Period and suffered significant losses due to the undisclosed risks regarding the “pull forward” demand and the CAF loan portfolio.

The Lead Plaintiff Deadline is January 2, 2026.

TO SUBMIT YOUR CARMAX (KMX) STOCK LOSSES NOW, PLEASE USE THE SECURE FORM BELOW:

Submit your losses nowContact: Reed Kathrein, 844-916-0895 or email: [email protected] If you’d like more information and answers to frequently asked questions about the CarMax case and our investigation, read more »

Whistleblowers: Persons with non-public information regarding CarMax should consider their options to help in the investigation or take advantage of the SEC Whistleblower program. Under the new program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Reed Kathrein at 844-916-0895 or email [email protected].

About Hagens Berman
Hagens Berman is a global plaintiffs’ rights complex litigation firm focusing on corporate accountability. The firm is home to a robust practice and represents investors as well as whistleblowers, workers, consumers and others in cases achieving real results for those harmed by corporate negligence and other wrongdoings. Hagens Berman’s team has secured more than $2.9 billion in this area of law. More about the firm and its successes can be found at hbsslaw.com. Follow the firm for updates and news at @ClassActionLaw. 

Contact:
Reed Kathrein, 844-916-0895

64% MMR achievement by 24 weeks across all efficacy evaluable patients 

75% MMR achievement by 24 weeks in efficacy evaluable patients at doses >320mg QD

Encouraging safety/tolerability profile maintained with longer duration of treatment

Company to host investor update call today at 4:30pm ET

FOSTER CITY, Calif., Dec. 08, 2025 (GLOBE NEWSWIRE) -- Terns Pharmaceuticals, Inc. (Terns or the Company) (Nasdaq: TERN), a clinical-stage oncology company, today announced that updated and expanded data from the ongoing CARDINAL trial of TERN-701, a novel investigational allosteric BCR::ABL1 inhibitor, in patients with previously treated chronic myeloid leukemia (CML) are being presented today at the 67th American Society of Hematology (ASH) Annual Meeting and Exposition taking place December 6-9, 2025 in Orlando, FL. The company will host a conference call and webcast for investors at 4:30pm ET today following the ASH presentation.

The ASH presentation will be made available on the Terns Pharmaceuticals website simultaneously with the oral presentation by Elias Jabbour, MD, Professor, Department of Leukemia, Division of Cancer Medicine, The University of Texas MD Anderson Cancer Center, and lead investigator on the TERN-701 Phase 1 CARDINAL study. Presentation details are summarized below.

"We are delighted that our investigators can share these unprecedented Phase 1 data for TERN-701 with patient groups and the broader hematology community at ASH. The 64% major molecular response (MMR) achievement rate reported in the abstract is maintained in the expanded dataset presented at ASH. The safety profile and higher MMR achievement rate of 75% over 24 weeks at doses of 320mg and above supports selection of 320mg and 500mg QD as the recommended phase 2 doses (RP2Ds) for expansion. Study enrollment has accelerated and surpassed 85 patients which supports rapidly advancing TERN-701 through dose expansion cohorts, dose selection, and the initiation of pivotal studies," said Amy Burroughs, chief executive officer of Terns.

"We are particularly encouraged to see unprecedented rates of MMR in a highly refractory population, including compelling response achievement in patients with lack of efficacy on prior asciminib, ponatinib, and/or other marketed and investigational TKIs. In the RP2D dose range, we see a 36% DMR achievement rate by 24 weeks, highlighting the fast response kinetics of TERN-701. Importantly, with a median treatment duration of six months, we continue to see a favorable safety and tolerability profile at all doses, further positioning TERN-701 as the potential best-in-disease therapy in 2L+ and 1L CML, where we intend to focus pivotal clinical development," stated Emil Kuriakose, MD, chief medical officer of Terns.

"While therapies for CML have come a long way since imatinib, there remains an unmet need for new drugs that achieve early, broad and deep responses with a safety/tolerability profile that allows long-term maintenance of response with improved quality of life for patients. Based on the data to date, TERN-701 represents an innovative treatment option that has the potential to achieve this important goal. I am excited to help advance this therapy for the benefit of CML patients," said Dr. Jabbour.

The ASH oral presentation today reports data from the ongoing dose escalation and dose expansion parts of the CARDINAL study of TERN-701 in patients with previously treated CML. As of the September 13, 2025 cutoff date, 63 patients were enrolled.

Assessment of all dose cohorts (160mg - 500mg, n=63)

Of 38 efficacy-evaluable patients: Overall (cumulative) MMR rate of 74% (28/38) by 24 weeks, with 64% (18/28) achieving MMR and 100% (10/10) maintaining MMRMMR overall and achieved by 24 weeks in difficult to treat patient subgroups: Lack of efficacy to last tyrosine kinase inhibitor (TKI): 65% (13/20) overall; 63% (12/19) achievedLack of tolerability to prior TKI: 88% (14/16) overall; 71% (5/7) achievedPrior asciminib: 60% (6/10) overall; 43% (3/7) achievedPrior asciminib, ponatinib and/or investigational TKI: 67% (8/12) overall; 50% (4/8) achieved Deep molecular response (DMR) achievement rate by 24 weeks of 29% (10/34)No patients had lost MMR at the time of data cutoff
  Enrolled patients had heavily pretreated, refractory disease: Median of 3 prior TKIs; 60% had ≥3 prior TKIs 57% and 44% had baseline BCR::ABL1 >1% and >10%, respectively64% discontinued their last TKI due to lack of efficacy38% had prior asciminib treatment (75% had lack of efficacy and 25% had lack of tolerability)22% had prior ponatinib treatment (79% had lack of efficacy and 21% had lack of tolerability)15% with BCR::ABL1 mutations (10% with T315I and 5% with non-T315I mutations)
  Encouraging safety profile: 87% (55/63) of patients remained on treatment as of the data cutoff; with discontinuations due to disease progression (n=4), adverse events (n=1), and physician / patient decision or lost to follow up (n=3)No dose-limiting toxicities (DLTs) were observed in dose escalation, and a maximum tolerated dose (MTD) was not reachedThe majority of treatment-emergent adverse events (TEAEs) were low grade with no apparent dose relationshipRates of cytopenia were generally low with less than 10% Grade 3 thrombocytopenia and neutropeniaMost common non-hematologic TEAEs were diarrhea (21%), headache (19%) and nausea (19%), all Grade 1 or 2Grade 3 or higher TEAEs were all less than 10%, most commonly neutropenia (8%) and thrombocytopenia (8%)TERN-701 exposures were approximately dose proportional across the dose range
  Encouraging MMR achievement rates in patients with lack of efficacy to prior asciminib: SubgroupBaseline CharacteristicsMMR achieved by 24 weeksPrior asciminib (n=10)
No MMR at baseline7/10 (70%)3/7 (43%)Prior lack of efficacy6/7 (86%)2/6 (33%)Prior intolerance only1/7 (14%)1/1 (100%)     Assessment of patient cohorts at doses ≥ 320mg QD (n=53)

Similar overall baseline characteristics to the full study population: Median of 3 prior TKIs56% and 47% had baseline BCR::ABL1 >1% and >10%, respectively38% had prior asciminib treatment, 21% had prior ponatinib treatment68% discontinued their last TKI due to efficacy In 30 efficacy evaluable patients, overall MMR rate of 80% (24/30) by 24 weeks, with 75% (18/24) achieving MMR and 100% maintaining MMR (6/6)DMR achievement rate by 24 weeks of 36% (10/28)Molecular responses observed across full spectrum of baseline BCR::ABL1 transcripts   Baseline BCR::ABL1 (Patients at doses ≥ 320mg QD)  MR5
(n=0)MR4.5
(n=1)MR4
(n=1)MR3
(n=4)MR2
(n=11)MR1
(n=4)>10%
(n=9)Post-treatment BCR::ABL1MR5 (DMR) 111111MR4.5 (DMR)    3  MR4 (DMR)   111 MR3 (MMR)   26 4MR2     1 MR1     11BCR::ABL >10%      3          Note: Table includes response evaluable non-T315Im patients that have ≥1 baseline assessment with at least six months of treatment at visit cutoff, achievement of MMR or better prior to six months or treatment discontinuation prior to six months for any reason (n=30). Diagonal, bolded cells represent stable disease. Up/right of diagonal, bolded cells represents improvement in molecular response (MR) category, while down/left represents loss of efficacy. MR represents a decrease in the number of cells in the blood with the BCR::ABL1 gene and is quantified as a percentage. MR5: ≤0.001%, MR4.5: >0.001 to 0.0032%, MR4: >0.0032 to 0.01%, MR3: >0.01 to 0.1%, MR2: >0.1 to 1%, MR1: >1 to 10%.

Details for the ASH oral presentation are as follows:

Title: CARDINAL: A Phase 1 study of TERN-701, a novel investigational allosteric BCR::ABL1 inhibitor for patients with previously treated CML
Presenter: Elias Jabbour, MD, Professor, Department of Leukemia, Division of Cancer Medicine, The University of Texas MD Anderson Cancer Center
Session Name: 632. Chronic Myeloid Leukemia: Clinical and Epidemiological: Therapeutic agents to enhance patient outcomes
Session Date: December 8, 2025 at 2:45pm ET

Company Conference Call and Webcast Information

Terns will host a conference call and webcast for investors at 4:30pm ET on December 8, 2025 following the oral presentation at the ASH Annual Meeting. Members of the Terns management team will discuss additional TERN-701 data from CARDINAL, including patient vignettes, benchmarking comparisons and next steps for the development of TERN-701. The conference call will conclude with a Q&A session. 

The webcast can be accessed in the investor relations section of the Company's website. A replay of the event will be archived and available for a limited time.

About TERN-701 and CARDINAL Clinical Trial

TERN-701 is currently being evaluated in the CARDINAL trial (NCT06163430), a global multi-center dose escalation and dose-expansion clinical trial to assess safety, tolerability and efficacy in patients with previously treated chronic phase CML. The dose escalation portion of the CARDINAL trial completed in January 2025 with no DLTs observed up to the maximum dose of 500mg QD. Terns initiated the dose expansion portion of the trial in April 2025 with patients randomized to one of two dose cohorts (320mg or 500mg QD) with up to 40 patients per arm.

About Terns Pharmaceuticals

Terns Pharmaceuticals is a clinical-stage oncology company reimagining known biology to deliver high impact medicines. Our lead program, TERN-701, is a highly selective, oral, allosteric BCR-ABL inhibitor with a potentially best-in-disease profile that could meaningfully improve upon the efficacy, safety and convenience of existing treatments for chronic myeloid leukemia. For more information, please visit: www.ternspharma.com.

Cautionary Note Regarding Forward-Looking Statements

This press release contains forward-looking statements about the Company within the meaning of the federal securities laws that involve substantial risks and uncertainties. Forward-looking statements include statements related to or in connection with expectations, timing and potential results of clinical trials and other development activities, including with respect to the CARDINAL trial; the potential indications to be targeted by the Company with its product candidates; the therapeutic potential of the Company's product candidates; the potential for the mechanisms of action of the Company's product candidates to be therapeutic targets for their targeted indications; the potential utility and progress of the Company's product candidates in their targeted indications, including the clinical utility of the data from and the endpoints used in the Company's clinical trials; the applicability of expected parameters and benchmarks on which to assess clinical trial results; the Company's clinical development plans and activities, including potential future dosing regimens and trial designs, milestones and results of any interactions with regulatory authorities on its programs; the Company's expectations regarding the profile and potential beneficial characteristics and therapeutic effects of its product candidates, including with respect to efficacy, tolerability, safety, convenience and pharmacokinetic profile; the potential differentiation of the Company's product candidates compared to similar, competitive or other products or product candidates; the best-in-disease potential of TERN-701; and the Company's plans for and ability to continue to execute on its current development strategy. All statements other than statements of historical facts contained in this press release, including statements regarding the Company's strategy, future financial condition, future operations, future trial results, projected costs, prospects, plans, objectives of management and expected industry and market trends, are forward-looking statements. In some cases, you can identify forward-looking statements by terminology such as "aim," "anticipate," "assume," "believe," "contemplate," "continue," "could," "design," "develop," "due," "estimate," "expect," "goal," "intend," "may," "objective," "plan," "positioned," "potential," "predict," "seek," "should," "target," "will," "would" and other similar expressions that are predictions of or indicate future events and future trends, or the negative of these terms or other comparable terminology. The Company has based these forward-looking statements largely on its current expectations, estimates, forecasts and projections about future events and financial trends that it believes may affect its financial condition, results of operations, business strategy and financial needs. In light of the significant uncertainties in these forward-looking statements, you should not rely upon forward-looking statements as predictions of future events. These statements are subject to risks and uncertainties that could cause the actual results and the implementation of the Company's plans to vary materially, including the risks associated with the initiation, cost, timing, progress, results and utility of the Company's current and future research and development activities and preclinical studies and clinical trials. These risks are not exhaustive. For a detailed discussion of the risk factors that could affect the Company's actual results, please refer to the risk factors identified in the Company's reports filed with the Securities and Exchange Commission, including but not limited to its Annual Report on Form 10-K for the year ended December 31, 2024 and subsequent Quarterly Reports on Form 10-Q. New risk factors emerge from time to time and it is not possible for Company management to predict all risk factors, nor can the Company assess the impact of all factors on its business or the extent to which any factor, or combination of factors, may cause actual results to differ materially from those contained in, or implied by, any forward-looking statements. Except as required by law, the Company undertakes no obligation to update publicly any forward-looking statements for any reason.

Contacts for Terns

Investors
Justin Ng
[email protected]

Media
Jenna Urban
CG Life
[email protected]

Key Takeaways
Tesla stock sank Monday after the company got a downgrade from Morgan Stanley analystsMorgan Stanley said that the stock faces near-term risks as its EV business struggles, but still has the potential to be a leader in the self-driving software and humanoid robot industries.

The ranks of Tesla (TSLA) bulls have shrunk, as Morgan Stanley downgraded its rating on the company. Shares of the electric vehicle maker fell sharply on Monday. 

"Tesla is a clear global leader in electric vehicles, manufacturing, renewable energy, and real world AI and thus deserving of a premium valuation," analysts led by Andrew Percoco wrote in a note to clients over the weekend. "However, high expectations on the latter have brought the stock closer to fair valuation."

Morgan Stanley lowered its rating on Tesla stock to "equal-weight" from "overweight" previously, while raising their price target to $425 from $410. Telsa shares were down 4% at around $437 in mid-afternoon trading Monday.

Tesla stock faces near-term risks such as potentially falling short of quarterly earnings estimates as its EV business struggles, which could make its next year of trading "choppy," the analysts wrote.

Why This Matters to Investors
Wall Street remains divided on Tesla stock, with the 13 analysts tracked by Visible Alpha split between six "buy," four "hold," and three "sell" ratings. The stock, which has been on a bumpy ride this year, has gained less than 10% so far in 2025, lagging the performance of major stock indexes.

Here's how the analysts value the different elements of Tesla's business:

EV business: $55 per share, down from $75 previously. The analysts trimmed sales estimates for next year and through 2040, as EV brands in China continue to take market share and as the U.S. adoption of EVs remains uncertain.Network services: $145 per share. This comprises Tesla's self-driving software, charging network, and maintenance and service centers, which can grow as the self-driving software improves.Energy: $40 per share. This is made up of Tesla's energy storage systems such as batteries and solar panels for home charging, which the analysts say can grow as demand for home energy storage and renewable energy grows.Mobility: $125 per share. The analysts expect Tesla to expand its markets where self-driving robotaxis are able to operate next year, estimating that Tesla will have 30,000 robotaxis on the road by 2030.Humanoids: $60 per share. While still in the early stages, the analysts say Tesla is "uniquely positioned to be a leader" in the humanoid robot market because of its existing manufacturing abilities and technological advantage.

The analysts also said they expect Tesla will hit seven of the 12 milestones laid out in CEO Elon Musk's recently approved pay package, including the vehicle, Optimus and robotaxi milestones, but only three of the six profitability marks.

Tesla shares have gained 8% since the start of the year, but are down 10% from their record high set about a year ago.

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