Market Signal Briefing

Gold bug Peter Schiff and Binance founder Changpeng Zhao (CZ) have faced off in a widely anticipated debate over the utility of gold and Bitcoin (BTC). While CZ argued that BTC has improved the speed of transactions, Schiff poked holes in the “digital gold,” branding it as worthless.

CZ And Schiff Debate Over Bitcoin And Gold
Peter Schiff and CZ took to the stage at the Binance Blockchain Week to defend their positions on Bitcoin and gold. Right off the bat, the Binance founder argued in Bitcoin’s favor, noting that the asset has the advantage of verifiability over gold.

Described as the highlight of the event, CZ handed Schiff a gold bar and asked the critic to determine whether it was real. Schiff’s hesitation to respond drew cheers from the audience, while CZ pressed forward with the argument for Bitcoin’s utility in payments and cross-border transactions.

CZ buttressed his argument by pointing to the presence of cards supporting BTC payments and businesses receiving the asset as payment for goods and services. Despite Schiff’s arguments about Bitcoin’s perceived complexity, CZ countered that users do not have to worry about backend transactions as long as the payments are processed.

Furthermore, the Binance founder noted that the amount of gold on earth is uncertain, poking holes in Schiff’s claim of scarcity. Compared to gold, there will only ever be 21 million Bitcoins with watertight block mining rewards adding another layer to the asset’s scarcity.

To improve his argument, CZ noted that Bitcoin has significant value despite not having any physical properties, countering Schiff’s claim. 

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Peter Schiff’s Case For Gold
In his defense, Schiff argued in favor of gold, stating that its utility is undisputable. Schiff disclosed that several industries have utility for gold, and its scarcity inevitably drives prices up for the yellow metal.

He pointed to gold’s role as a reserve asset for central banks as another core utility for the asset while questioning Bitcoin’s use case. Furthermore, Schiff noted that gold does not “decay” or lose value over time, arguing that it is a better store of value than Bitcoin.

In 2025, gold ripped to new all-time highs, outperforming Bitcoin on the one-year charts. While Bitcoin had a meteoric start to the year, a sudden slump in October sent prices tumbling below the $100K mark.

“Gold’s price today represents the present value of all of the uses from now until the end of time,” said Schiff. “You don’t have that with other commodities that have a shelf life.”

He made a case for tokenized gold to solve traditional limitations of cross-border payments and divisibility issues.

XRP trades at $2.02 as of writing, down 7.57% in the last 7 days and 7.92% over the past 30 days. Traders watch the market drift, yet the coin resists deeper losses while new inflows support demand. U.S. spot XRP ETFs record 16 straight days of net inflows and push total assets towards  $1B. 

WisdomTree points out that XRP ranks as the only major token that shows a year-to-date gain during a red month for crypto. This resilience sets the stage for Bitwise’s sudden shift toward Ripple.

Source: WisdomTree

Bitwise Says XRP’s Regulatory Era Has Finally ChangedBitwise CIO Matt Hougan explains that the firm waited years before building an XRP ETF. He says the reason sits in plain sight. The SEC lawsuit created an existential cloud over XRP. No institution wanted a digital asset that could vanish under regulatory pressure. No major company wanted to build real products on top of a blockchain that faced a direct challenge from the regulator.

He recalls how the lawsuit harmed adoption, not because the tech lacked strength, but because uncertainty ruled every decision. Ripple could not secure the partnerships its supporters talked about for years. Investors hesitated. Developers kept their distance. Institutions refused to touch the asset until the courtroom dust settled.

Hougan says the entire dynamic shifted the moment the legal battle ended in August. He believes the network finally stands on even ground with other large-cap assets. He says XRP now holds a real chance to chase the global use cases that Ripple’s community champions. 

He also notes that once the threat disappeared, Bitwise moved fast. The firm had the ticker ready. The company wanted to offer a simple, clean gateway for every institution that waited for clarity. That gateway now exists in the form of the XRP ETF.

The XRP ETF Launch Proves Investor Appetite Runs DeepBitwise’s ETF did not launch quietly. The product recorded $25.7 million in trading volume on its first day and reached $107.6 million in assets under management. Hougan says this early surge confirms that institutions never lacked interest. They only lacked a safe, compliant structure that fit their mandates. ETFs solve this issue. Funds, family offices, and traditional firms prefer this format because it gives exposure without technical hurdles.

The momentum continued across the first three days. Bitwise funds received $135 million of inflows.

The streak now runs for 16 days straight across the U.S. market. The steady climb toward $1B in total XRP ETF assets signals a turning point for Ripple and its ecosystem.

Why Bitwise Believes XRP Can Compete Globally NowHougan argues that the post-lawsuit era creates space for XRP to compete in cross-border finance. The network runs a ledger that many analysts call battle-tested. Demand for regulated, compliant products aligns with Ripple’s long-term goals. Institutions now enter the market without fear. Retail traders gain a clear benchmark for price discovery. Liquidity deepens as new channels open. XRP now steps into the flow of capital it spent years locked out of.

Institutional Flows Push XRP Into a New PhaseXRP’s slow, steady strength contrasts with the broader market slump. The market watches Bitcoin and Ethereum weaken, yet XRP holds a tight line. Bitwise calls this behavior a sign of quiet accumulation. The ETF era gives the asset a new front door, and investors walk straight through it. Hougan says the message is simple: the game changed, the risk vanished, and the door to global finance now stands wide open for Ripple and XRP.

As of early December, Hedera’s HBAR token has encountered a significant 11% decline over the past week, remaining trapped within a consolidation range spanning $0.150 to $0.130. This stagnation follows a three-week period during which the token has struggled to break free and generate upward momentum. Despite this, investor sentiment appears resilient, with indicators suggesting potential for future growth.

Investors in Hedera, a blockchain platform known for its focus on security and scalability, are displaying renewed confidence. The Chaikin Money Flow (CMF) has shown a notable increase, moving past the zero threshold after almost a month in the negative. This change indicates an influx of capital into HBAR, hinting at a strategic accumulation phase by investors betting on long-term profitability despite the current price plateau.

Historically, periods of accumulation in financial markets often precede significant price movements. When investors increase their holdings, it can signal confidence in the asset’s fundamental value, even if immediate market conditions appear stagnant. In recent years, the broader cryptocurrency market has seen similar patterns, where long-term holders eventually reap substantial rewards as their chosen assets appreciate over time.

Another technical indicator, the Squeeze Momentum, reveals a potential shift in market dynamics. It captures a decrease in bearish pressure, presenting a scenario where the momentum is on the verge of crossing into bullish territory. Such a crossover could trigger a volatility-driven breakout, a phenomenon often seen when market trends reverse and new upward trajectories are forged.

Should HBAR successfully utilize this momentum, the token might rebound from its current support level of $0.130 and attempt a breakout beyond $0.150. A successful breach of this resistance could propel the price towards $0.162, marking a significant recovery milestone. However, it is noteworthy that cryptocurrency markets are notoriously volatile, and such predictions are contingent on several factors aligning favorably.

Nonetheless, the risk of continued consolidation remains if bullish momentum doesn’t gain traction. An unfavorable shift in investor sentiment could push HBAR below the critical $0.130 support level, potentially leading to further declines to around $0.125. This scenario would undermine the current bullish outlook and signal a need for reassessment by traders.

Despite short-term price setbacks, Hedera continues to attract attention due to its unique approach to distributed ledger technology. Unlike conventional blockchains, Hedera uses a hashgraph consensus mechanism, offering faster transaction speeds and enhanced security features. Such innovations position it distinctively within the cryptocurrency ecosystem, providing a solid foundation for long-term growth.

Globally, the adoption of blockchain technologies is accelerating, with governments and corporations exploring applications beyond traditional cryptocurrencies. Countries like Switzerland and Singapore are pioneering regulatory frameworks to integrate blockchain into their financial systems, setting examples that could influence market sentiment favorably toward projects like Hedera.

While investor optimism is apparent, it is prudent to consider market risks. External factors, such as regulatory changes and macroeconomic shifts, could impact the cryptocurrency sector. Moreover, the competitive landscape, with new entrants continually emerging, adds pressure on established tokens to innovate and maintain relevance.

In conclusion, the current market signals for HBAR suggest potential for a positive reversal, with accumulating investor interest and technical indicators aligning to support a bullish outlook. However, given the inherent volatility of the cryptocurrency market, investors must remain vigilant, considering both promising opportunities and lurking risks. As the blockchain sector continues to evolve, Hedera’s performance will likely depend on its ability to capitalize on its technological advantages and adapt to the shifting demands of the market.

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A sharp drop in sell-side activity hints that Ethereum's next decisive move may come sooner than expected.

Sun, 7/12/2025 - 16:10

A massive 4.13 trillion SHIB outflow from Coinbase landed across two new wallets in just minutes, leaving Shiba Inu coin holders to figure out why this volume moved now and what is next for the meme coin.

Cover image via U.Today

Disclaimer: The opinions expressed by our writers are their own and do not represent the views of U.Today. The financial and market information provided on U.Today is intended for informational purposes only. U.Today is not liable for any financial losses incurred while trading cryptocurrencies. Conduct your own research by contacting financial experts before making any investment decisions. We believe that all content is accurate as of the date of publication, but certain offers mentioned may no longer be available.

Meme coin Shiba Inu (SHIB) spent most of the week stuck in the $0.00000835-$0.00000855 range, barely moving from the lower band it's held since late November. But this stagnant market didn't stop one of the biggest outflows of the quarter, with a combined 4,136,208,073,220 SHIB leaving Coinbase in two direct transactions, as per Arkham.

The first transfer logged 1.173 trillion SHIB, valued at around $9.87 million at a reference price of $0.00000841, and the second moved 2.963 trillion SHIB, about $24.92 million at the same mark, into separate wallets that show no transactional history, no recycling patterns and no prior exposure to centralized exchange routing.

Source: ArkhamThe event was more than just a basic whale shuffle because SHIB has been trading at the same low levels that defined its early-2024 accumulation pocket, specifically the $0.00000790-$0.00000920 range. Multi-trillion buyers usually appear only when pricing is compressed into floors that encourage long-term stacking.

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Source: ArkhamThe chart of the meme coin is still tracking below the mid-2025 high at $0.000031 and far from the early-cycle breakout at $0.000021. The scale of today's removal really stood out in a market that has recently seen more distribution than pickup.

Bigger picture for Shiba Inu coinThe timing lines up with Coinbase Derivatives turning on 24/7 monthly futures across Shiba Inu and several other altcoins, while the exchange gets ready to launch U.S. perpetual-style altcoin futures on Dec. 15, opening up access to hedging structures that usually bring more speculation around coins priced at deep discounts.

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There's no way to tell what's going on with the transfers alone, but looking at the big picture, SHIB is sitting near $0.00000840, there's not a lot of liquidity, new leveraged rails are being switched on, and four trillion tokens just left Coinbase and went off the radar.

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Sun, 7/12/2025 - 16:19

Bitcoin's chart is now catching attention after a top trader Ansem said December could drag BTC back to $80,000, right as the market teeters on the edge of crypto winter.

Cover image via U.Today

Disclaimer: The opinions expressed by our writers are their own and do not represent the views of U.Today. The financial and market information provided on U.Today is intended for informational purposes only. U.Today is not liable for any financial losses incurred while trading cryptocurrencies. Conduct your own research by contacting financial experts before making any investment decisions. We believe that all content is accurate as of the date of publication, but certain offers mentioned may no longer be available.

Ansem, a high-profile crypto trader, has thrown a direct call into an already tense December market, arguing that Bitcoin’s price path may curve straight back into $80,000 before 2025 is out.

Stripped of hedging language and anchored on a clean one-hour chart, the chart by Ansem the move as a natural checkpoint in a market that has been losing strength since the $93,000 rejection earlier this week.

At the same time, Bitcoin’s quarterly returns chart shows Q4 swinging from strong finishes to hard pullbacks depending on cycle conditions. Last year delivered 47.6% in Q4, the year before it only printed 5.6%, and 2025 is currently sitting at -22%, signaling that seasonality offers no cushion and that the worst retests are common when bull momentum cools.

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If BTC keeps slipping under the $89,000 base, the market may seek a deeper liquidity pocket, and the $80,000 cluster is the first area with real historical absorption. For bulls, that retest would not invalidate the general trend. For bears, it would confirm that December is more about cleaning stale positions than printing fresh highs.

Is this bear market?The prediction arrives while everyone debates whether a bear market has already begun. Fall 2025 mirrors fall 2021 in one important way: crypto turned down ahead of equities, just as it did four years ago when the S&P 500 kept rising into January 2022 while digital assets and small caps cracked early.

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In late 2021 the market was pricing tightening. Today the environment is the opposite on paper: easing, cooling inflation and slower policy pressure. That setup can produce a "cold shower" outcome at December's FOMC meeting. Inside that macro frame, an $80,000 for Bitcoin retest sits comfortably within the expected volatility corridor for December.

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Bitcoin’s (BTC) price structure is tightening, and one key level now stands between the market and a deeper correction, according to trading expert Michaël van de Poppe. 

This outlook comes as Bitcoin continues to struggle to break above the $90,000 mark following days of losses and stagnation.

According to Poppe, Bitcoin’s failure to revisit and reclaim the $92,000 region could open the door to a sharp drop toward the low-$80,000 range, an area that aligns with multiple support levels, he said in an X post on December 7. 

Bitcoin price analysis chart. Source: TradingView
He noted that trading activity between $86,000 and $92,000 currently represents “noise,” reflecting limited directional conviction. Notably, liquidity beneath prior highs has already been taken, while upside liquidity remains stacked above the market but will only become accessible if bulls regain control.

The analysis also highlighted a major resistance band near $100,700, while the crucial downside pivot is around $89,300,  a level Poppe considers essential to avoid a harsher decline. 

Bitcoin price key levels to watch 
If Bitcoin fails to retest or break above $92,000, he expects price action to slide toward the $80,000–$82,000 zone, where several historical support layers sit between $80,900 and $76,600. A revisit of this region could form a double-bottom pattern, potentially marking the final phase of the correction.

Despite the looming downside risk, Poppe remained optimistic about what follows. He believes Bitcoin is “not far off bottoming,” and a strong rebound from lower support could ignite a year-end rally that carries into Q1 2026.

Notably, the maiden cryptocurrency is currently consolidating as investors await the next Federal Reserve policy update. Markets are looking for clarity on how the central bank plans to approach 2026 before making fresh commitments.

Bitcoin price analysis 
By press time, Bitcoin was trading at $89,411 after slipping about 0.5% in the past 24 hours, while the weekly chart shows a 2.2% decline. 

Bitcoin seven-day price chart. Source: Finbold
At current levels, Bitcoin sits well below its 50-day simple moving average (SMA) of $100,131 and 200-day SMA of $103,640, signaling a sustained bearish trend as the asset trades in downtrend territory without support from these key long-term averages. 

The 14-day Relative Strength Index (RSI) at 43.04 remains neutral, indicating limited immediate momentum for a reversal despite growing market fear.

Featured image via Shutterstock

Sun, 7/12/2025 - 16:41

34,397,753 SHIB tokens have been burned, contributing to a 274% increase in burn rate, but there might be more to watch in markets.

Cover image via U.Today

Disclaimer: The opinions expressed by our writers are their own and do not represent the views of U.Today. The financial and market information provided on U.Today is intended for informational purposes only. U.Today is not liable for any financial losses incurred while trading cryptocurrencies. Conduct your own research by contacting financial experts before making any investment decisions. We believe that all content is accurate as of the date of publication, but certain offers mentioned may no longer be available.

Dog-themed cryptocurrency Shiba Inu has seen a surge in burn rate in the last 24 hours, with the total amount burned surpassing 34 million SHIB.

According to Shibburn, 34,397,753 SHIB tokens were burned in the past day, contributing to a 274% increase in burn rate on a 24-hour basis.

This added up to a total of 94,600,421 SHIB tokens burned in the last seven days, however the weekly burn rate saw a slight decline, falling 9.46%.

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HOURLY SHIB UPDATE$SHIB Price: $0.00000846 (1hr -0.51% ▼ | 24hr 1.35% ▲ )
Market Cap: $4,986,427,794 (1.27% ▲)
Total Supply: 589,246,114,046,995

TOKENS BURNT
Past 24Hrs: 34,397,753 (274.74% ▲)
Past 7 Days: 94,600,421 (-9.46% ▼)

— Shibburn (@shibburn) December 7, 2025 The overall burn activity has resulted in a drop in Shiba Inu total supply, which is currently at 589,246,114,046,995 SHIB, according to Shibburn data.

At the time of writing, Shiba Inu was down 1.91% in the last 24 hours to $0.000008347 as the broader crypto market traded mostly down on Sunday.

Shiba Inu eyes December reversalCoinbase Institutional is seeing a potential December recovery in crypto, a scenario that would favor Shiba Inu as it has largely trended with Bitcoin price in recent months. Coinbase cites improving liquidity and a shift in macroeconomic conditions that could favor risk assets.

Coinbase Institutional pointed to increasing chances of a Federal Reserve rate with odds reaching 93% on Polymarket and 86% on the CME’s FedWatch as a key driver.

Liquidity conditions are also improving, based on Coinbase’s internal M2 index, which tracks monetary flows that impact asset prices. The firm had previously predicted a weak November followed by a rebound, citing similar indicators.

Shiba Inu potential targetsShiba Inu attempted a breakout from its current range trading, surging past the daily MA 50 for the first time since early October.

A two-day sharp rise culminated in a high of $0.0000095 on Dec. 3, but bulls could not go any further, as Shiba Inu price fell. Taken from this date, Shiba Inu has marked two out of three days in losses, extending the drop in early Sunday session.

If Shiba Inu price reverses as anticipated in December, its first test would be a decisive break of the $0.0000095 level for it to advance toward $0.00001177 and $0.0000148.

On the other hand, it seems Shiba Inu is forming a base at $0.00000815 with its next support anticipated in the $0.0000075 and $0.0000078 range.

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Cover image via U.Today

Disclaimer: The opinions expressed by our writers are their own and do not represent the views of U.Today. The financial and market information provided on U.Today is intended for informational purposes only. U.Today is not liable for any financial losses incurred while trading cryptocurrencies. Conduct your own research by contacting financial experts before making any investment decisions. We believe that all content is accurate as of the date of publication, but certain offers mentioned may no longer be available.

The rates of most of the coins are falling today, according to CoinStats.

XRP chart by CoinStatsXRP/USDThe price of XRP has declined by 0.17% over the last 24 hours.

Image by TradingViewOn the hourly chart, the rate of XRP might have set a local support of $1.9894. If a bounce back does not happen and the daily candle closes around that mark, there is a high chance to see a further downward move to the $1.95 mark.

Image by TradingViewOn the hourly chart, the price of XRP is about to break the support of $1.9950.

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If it happens, the accumulated energy might be enough for a more profound decline to the $1.90 range.

Image by TradingViewFrom the midterm point of view, there are no reversal signals so far. In this regard, one should focus on the nearest zone of $2. If the weekly bar closes below it, traders may see a further correction to the $1.4-$1.6 area.

XRP is trading at $1.9985 at press time.

Dogecoin has just celebrated its 12th anniversary, a milestone that arrives during a period of shaky price action. The meme coin has spent the majority of recent days trading with a bearish tone, but its anniversary places into perspective how much the crypto environment has changed since the token’s joke-related launch in 2013. 

The celebration comes as analysts continue to debate whether Dogecoin’s long accumulation structure is nearing a turning point, and its next breakout might define its 13th year.

A Milestone That Shows How Far Dogecoin Has Come
Dogecoin began as a lighthearted project by developer Billy Markus and Adobe sales employee Jackson Palmer in order to poke fun at the rising popularity of Bitcoin at the time. Over the years, what started as a joke has grown into one of the world’s most recognized cryptocurrencies. 

Happy birthday to Dogecoin.

12 years and going. pic.twitter.com/n9Qg6KtfQU

— dogegod (@_dogegod_) December 6, 2025

At its peak on May 8, 2021, DOGE reached an all-time high of $0.73 with a market capitalization nearing $88.7 billion. Today, despite the recent price action, Dogecoin is still among the top 10 cryptocurrencies, with a market value around $22.5 billion and trading near $0.14.

The 12th birthday of Dogecoin came at a time when broader market sentiment is weak and investors remain cautious. On its anniversary, Dogecoin dropped by 3.1%, steeper than the general market dip, due to ongoing pressure on meme coins.

Amidst this, some milestones still stand out. The introduction of a Spot Dogecoin ETF shows this transformation more vividly than anything else, because it shows major financial players now view the meme coin as an asset worthy of structured, regulated investment exposure. 

Although early participation has been modest, the token’s entry into ETF territory is much more symbolic, as it represents a profound departure from the ecosystem that shaped its early years, and this could lead the cryptocurrency to new all-time highs in the coming months. 

DOGEUSD now trading at $0.13. Chart: TradingView
What The 12th Year Means For Dogecoin’s Future
Reaching 12 years isn’t just a symbolic milestone. It illustrates Dogecoin’s longevity in a crypto environment where many cryptocurrencies fade quickly. The fact that Dogecoin still holds a top-tier market position suggests resilience. That resilience is now being echoed on-chain, as some of the largest Dogecoin wallets have begun adding to their balances again after activity recently fell to a multi-month low.

There are rumors that the updated internal code of Tesla’s website contains deeper Dogecoin payment mechanisms for electric cars like the Model 3 and Cybertruck, which is possibly related to the announced XMoney payment system on the X platform. 

This naturally circles back to the influence of Elon Musk, whose support has shaped Dogecoin’s public profile for years. The billionaire has consistently kept Dogecoin in the mainstream conversation through social media posts, product references, and earlier acknowledgments of Dogecoin-related payments for Tesla merchandise.

As for Dogecoin’s price outlook, many analysts are staying bullish. Predictions and price targets for the meme coin range from $0.75, to $1.30, with some pointing to ranges as high as $10.  

Featured image from Pexels, chart from TradingView

The number didn’t look dramatic at first glance ($13.5 billion in overnight repos on Dec. 1), but for anyone who watches the Federal Reserve’s plumbing, it was a noticeable spike.

These operations rarely break into headlines, yet they drive the liquidity currents that shape everything from bond spreads to equity appetite to the way Bitcoin behaves on a quiet weekend.

When an overnight repo suddenly climbs, it tells you something about how easily dollars are moving through the financial system, and Bitcoin, now firmly tied into global risk flows, feels that shift quickly.

Graph showing overnight repos from Sep. 1 to Dec. 1, 2025 (Source: FRED)A spike like this rarely means the arrival of a new stimulus cycle or a hidden pivot. It was simply the kind of sharp move that reveals how tension and relief pass through the short-term funding market.

Repo usage, especially overnight, has become one of the fastest indicators of how tight or loose the system feels, and while it has been a staple on trading floors for decades, most crypto markets still treat it as obscure background noise.

The $13.5 billion figure is a chance to unpack why these moves matter, how they shape the tone of traditional markets, and why Bitcoin now trades inside the same system.

What’s a repo, and why does it sometimes spike?A repurchase agreement, repo for short, is an overnight exchange of cash for collateral. One party gives the Fed a Treasury bond, the Fed gives them dollars, and the next day the trade reverses. It’s a short, precise, low-risk way to borrow or lend cash, and because Treasuries are the cleanest collateral in the world, it’s the safest way for institutions to handle day-to-day funding.

When the Fed reports a jump in overnight repo usage, it means that more institutions wanted short-term dollars than usual. But the reason they want them can fall into two broad categories.

Sometimes it’s due to caution. Banks, dealers, and leveraged players may feel uncertain, so they turn to the Fed because it’s the safest counterparty around. Funding tightens slightly, private lenders step back, and the Fed’s window absorbs the demand.

Other times it’s just for ordinary financial lubrication. Settlement calendars, auctions, or month-end adjustments can create temporary dollar needs that have nothing to do with stress. The Fed offers an easy, predictable tool to smooth those bumps, so institutions use it.

This is why repo spikes require context. The number alone can’t tell you why the spike happened; you need to read what happened around it. Recent weeks have shown some mixed signals: SOFR drifting higher, occasional grabs for collateral, and elevated usage of the Standing Repo Facility. It’s definitely not straight-up panic, but it’s not completely calm either.

Traditional markets track this obsessively because small shifts in the cost or availability of short-term dollars ripple through the entire system. If borrowing cash overnight becomes a little harder or more expensive, leverage becomes more fragile, hedges become costlier, and investors pull back from the riskiest corners first.

Why does this matter for Bitcoin?Bitcoin may be pitched as an alternative to the dollar system, but its price behavior shows how tightly it’s now linked to the same forces that drive equities, credit, and tech multiples.

When liquidity improves (when dollars are easier to borrow and funding markets relax), risk-taking becomes cheaper and more comfortable. Traders extend exposure, volatility looks less threatening, and Bitcoin behaves like a high-beta asset that absorbs that renewed appetite.

Chart comparing Bitcoin’s price with the global M2 supply and growth from May 20, 2013, to Dec. 3, 2025 (Source: CoinGlass)On the other side of the equation, when funding markets tighten (when repo spikes signal hesitation, SOFR jumps, and balance sheets get cautious), BTC becomes vulnerable even if nothing in its fundamentals has changed. Liquidity-sensitive assets sell off not because of internal weakness but because traders unwind anything that adds volatility during moments of strain.

This is the real connection between repo spikes and Bitcoin. The move itself doesn’t cause BTC to rally or fall, but it colors the backdrop of how traders feel about holding high-risk exposure. A system that’s breathing easily pushes Bitcoin higher; a system that’s short of breath pulls it lower.

This week’s injection sits right in the middle of that spectrum: $13.5 billion isn’t extreme, but it’s meaningful enough to show that institutions wanted more cash than usual going into the weekend. It doesn’t shout panic, but it hints at tension that the Fed had to ease. That’s the part worth watching for Bitcoin: moments where dollar liquidity is added rather than withdrawn often create space for risk markets to steady themselves.

Bitcoin now trades inside this framework because its powerful new cohort of participants (funds, market-makers, ETF desks, and systematic traders) operate inside the same funding universe as everyone else in the tradfi market. When dollars are abundant, spreads tighten, liquidity deepens, and demand for volatility exposure increases. When dollars feel tight, all of that reverses.

This is why small repo signals matter even if they don’t move the price immediately. They give early clues about whether the system is comfortably balanced or slightly strained. Bitcoin responds to that balance indirectly but consistently.

The bigger, more structural point is that Bitcoin has outgrown the idea that it floats independently above traditional finance. The rise of spot ETFs, derivatives volumes, structured products, and institutional desks has threaded BTC straight into the same liquidity cycles that control macro assets. QT runoff, Treasury supply, money-market flows, and the Fed’s balance-sheet tools (repo included) define the incentives and constraints of the firms that move serious size.

So a repo spike is one of the subtle signals that help explain why Bitcoin sometimes rallies on days when nothing seems to be happening, and why it sometimes slumps even when crypto-specific news looks fine.

If the Dec. 1 spike fades and repo usage returns to low levels, it suggests the system just needed dollars for mechanical reasons. If these operations repeat and SOFR holds above target, or if the Standing Repo Facility gets more active, then the signal tilts toward tightening. Bitcoin reacts very differently across those two regimes: one fosters relaxed risk-taking, the other drains it.

Right now, the market sits in a delicate equilibrium. ETF flows have cooled, yields have steadied, and liquidity is uneven heading into year-end. A $13.5 billion repo doesn’t rewrite that picture, but it slots neatly into it, showing a system that isn’t strained enough to worry but not loose enough to ignore.

And that’s where Bitcoin comes in.

When dollars move smoothly, BTC tends to benefit: not because repo cash ends up buying Bitcoin, but because the comfort level of the entire financial system rises just enough to support the riskiest assets on the margin.

And it’s the margin that moves Bitcoin.

Hyperliquid’s HYPE token slid to a seven-month low as the market reacted to a steep decline in the protocol’s dominance and renewed concern over recent token movements.

According to BeInCrypto data, the token dropped more than 4% in the past 24 hours to $29.24, its weakest level since May.

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Why is HYPE Price Falling?CoinGlass data showed that the drop triggered more than $11 million in liquidations, adding to pressure on a market already turning cautious.

The shift marks a stark 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 has faded.

Data from DeFiLlama reveals a staggering erosion of its dominance, with the protocol’s share of the perpetuals market cratering from a peak of nearly 70% to less than 20% at press time.

Hyperliquid’s Falling Market Dominance. Source: DeFiLlamaThis can be linked to the emergence of more aggressive rivals, such as Aster and Lighter, which have successfully siphoned volume through superior incentive programs.

As a result, investors are rapidly repricing HYPE and are no longer viewing it as the sector’s inevitable winner but as a legacy incumbent bleeding users.

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Simultaneously, internal token movements have rattled confidence.

Blockchain analytics firm Lookonchain reported last month that team-controlled wallets unstaked 2.6 million HYPE, valued at roughly $89 million.

While the team restaked roughly 1.08 million tokens, the market fixated on the outflows.

A total of 900,869 HYPE remained liquid in the wallet, and another 609,108 HYPE, worth about $20.9 million, moved to Flowdesk, a prominent market maker. The project also sold an additional 1,200 tokens for about $41,193 in USDC.

These events have had a psychological toll on the community.

As a result, HYPE has shed nearly 30% of its value over the last 30 days, ranking as the worst-performing asset among the top 20 digital currencies by market capitalization.

Considering this, crypto traders have become significantly bearish on the token. Crypto trader Duo Nine has suggested that the token’s value could drop to as low as $10.

“Prepare mentally for such a scenario if you want to survive what’s coming,” the analyst stated.

Sun, 7/12/2025 - 17:34

Ripple CTO David Schwartz explains his XRP Ledger push, saying he wasn't going away from the XRP community anytime soon despite stepping down from the Ripple role.

Cover image via U.Today

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In a recent tweet, Ripple CTO David Schwartz indicated that his hub had been running on rippled v2.6.2 with no issues reported. This information from the Ripple CTO prompted a question from an X user who asked what the hub was for.

Responding to this question, Schwartz outlined three reasons why he chose to run a hub on XRP Ledger. First, he hadn't been running any XRPL infrastructure for a few years and thought it would be cool to start again.

It has a few purposes:
1) I hadn't been running any XRPL infrastructure for a few years and thought it would be cool to start again.
2) There had been some instances of increased latency between some validators, and I thought one good megahub could meaningfully reduce network…

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— David 'JoelKatz' Schwartz (@JoelKatz) December 7, 2025 Second, there had been some instances of increased latency between some validators, and he believes that one good megahub could meaningfully reduce network latency and network diameter and increase reliability.

Third, there were some localized issues with XRPL not performing as well as expected in some cases, and he needed a hub to test his theories for what might be causing these issues.

Ripple CTO explains XRP Ledger pushIn August, Ripple CTO David Schwartz unveiled plans for a hub dedicated to UNL validators, other hubs and servers running XRPL applications. This, as a single server, would operate as a production service aiming for maximum uptime and reliability, relying on a single hub.

Data gathered from it to understand network behavior and performance, and no disruptive testing would be done unless there were very unusual circumstances justifying it.

The announcement of the hub and its launch came weeks before the Ripple CTO announced resignation from his role by the end of this year.

In September, Schwartz said he was stepping back from daily duties to become "CTO emeritus" while remaining active in the XRP community. Schwartz, a key architect of XRP Ledger, announced his transition to focus on family and personal projects related to XRP.

Schwartz said he wasn't going away from the XRP community as he spun up his XRP node while publishing its output data and researching other use cases for XRP besides what Ripple is focused on and more.

The Ripple CTO said he enjoys his current activity on XRP Ledger: "Getting my hands dirty, talking to builders, coding for the pure love of it and I’m really excited to get back to that."

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Fox Business' Max Gorden gets an exclusive look at Northrop Grumman's new autonomous combat drone, 'Project Talon' on 'Varney & Co.'

The cybersecurity company is starting to regain its momentum.

CrowdStrike (CRWD 0.21%) saw its annual recurring revenue (ARR) growth reaccelerate when it reported its fiscal Q3 results, breaking a trend of declining ARR over the past two years. ARR is the annualized value of its high-gross-margin subscription contracts and does not include its professional services revenue.

This is a good sign for the cybersecurity company, but is it a reason to buy the stock heading into next year? Let's find out.

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Improving growth
CrowdStrike turned in a strong quarter, as net new ARR soared 73% to $265 million and total ARR climbed 23% to $4.92 billion. Revenue, meanwhile, climbed 22% to $1.23 billion, which was just ahead of the $1.21 billion consensus as compiled by Factset. Subscription revenue jumped 21% to $1.17 billion.

Below is a table of how CrowdStrike's year-over-year revenue and ARR growth have been trending in recent quarters.

Metric

Q3 FY24

Q4 FY24

Q1 FY25

Q2 FY25

Q3 FY25

Q4 FY25

Q1 FY26

Q2 FY26

Q3 FY26

Revenue growth

35%

33%

33%

32%

29%

25%

20%

21%

22%

Subscription revenue growth

34%

33%

34%

33%

31%

27%

20%

20%

21%

ARR growth

35%

34%

33%

32%

27%

23%

22%

20%

23%

Data source: CrowdStrike earnings reports. CrowdStrike's fiscal year ends Jan. 31.

The company credited the strong growth to its Falcon Flex licensing model, which lets customers access its complete cybersecurity product portfolio but allows them to deploy and pay for modules only when they are needed. This is leading to more customers trying its next-gen artificial intelligence (AI) solutions.

Customers that have adopted Falcon Flex ended the quarter with $1.35 billion in ARR, more than tripling year over year. Meanwhile, the number of customers that "re-flexed," or entered into new contracts for more Flex credits, more than doubled sequentially to over 200 customers, including 10 that more than doubled their original credit amounts.

The company said it was a record quarter of ARR for its next-gen SIEM (security information and event management), as well as for Cloud Security ARR. Meanwhile, it said 49% of its customers now use six or more of its modules, while 24% are using eight or more.

CrowdStrike's adjusted earnings per share (EPS) soared 26% to $0.96. That was just ahead of the $0.94-per-share analyst consensus. The company continues to produce solid cash flow with operating cash flow of $397.5 million and free cash flow of $295.9 million. It finished the quarter with $4.9 billion in cash and short-term investments and $745 million in debt.

Looking ahead, CrowdStrike raised its fiscal 2026 revenue guidance slightly to between $4.8 billion and $4.81 billion. It also increased the low end of its adjusted EPS guidance to a range of $3.70 to $3.72, up from a previous forecast of between $3.60 and $3.72.

For its fiscal fourth quarter, the company guided for adjusted EPS of $1.09 to $1.11 on revenue of $1.29 billion to $1.3 billion. The revenue guidance was in line with the $1.294 billion consensus.

Image source: Getty Images.

Is now the time to buy the stock?
After seeing its ARR growth consistently decelerate following its well-publicized IT outage last year, CrowdStrike was able to finally reverse the tide and reaccelerate its ARR in the third quarter.

The company continues to see strong momentum in its next-gen cybersecurity offerings, helped by its Falcon Flex flexible payment program. Meanwhile, it said its new ARR growth for the second half would be 50%, versus an earlier expectation of 40%, showing that it expects its momentum to continue.

Turning to valuation, CrowdStrike shares trade at a forward price-to-sales (P/S) multiple of about 22.5 times analysts' estimates for the next fiscal year (ending January 2027). Even with ARR growth starting to accelerate, that's a big multiple given its current rate of growth.

As such, I'd prefer to stay on the sidelines, despite the good progress the company is beginning to make.

HomeStock IdeasQuick Picks & Lists

SummaryThe Merger Fund® achieved 1.92% in 3Q 2025, contributing to a year-to-date performance of 6.86%.Chevron Corporation’s $53 billion acquisition of Hess Corporation completed on July 18.The U.S. Federal Trade Commission cleared the $35.9 billion Mars-Kellanova acquisition on June 25, without conditions, securing 27 of 28 required regulatory approvals.Abu Dhabi’s state-owned oil firm ADNOC agreed to buy German chemical firm Covestro for $16.4 billion in cash in October 2024. Eshma/iStock via Getty Images

The following segment was excerpted from The Merger Fund Q3 2025 Commentary.

Performance The Merger Fund® achieved 1.92% in 3Q 2025, contributing to a year-to-date performance of 6.86%. Twenty deals were completed, and capital was redeployed into 27 new situations. There

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After a pause of more than two years, crypto exchange Coinbase has opened its app for registration in India. At the moment, users are able to make crypto-to-crypto trades — but speaking at India Blockchain Week (IBW), Coinbase’s APAC director John O’Loghlen said the company will open up a fiat on-ramp in 2026, allowing users in India to load money and buy crypto.

Coinbase opened up its services in India in 2022, and within days had to shut down support for the Unified Payments Interface (UPI) payment network. This move came after UPI operator National Payments Corporation (NPCI) refused to acknowledge Coinbase’s presence in the country. Later in 2023, Coinbase ceased all operations for Indian users and asked them to offload their accounts.

“We had millions of customers in India, historically, and we took a very clear stance to off-board those customers entirely from overseas entities, where they were domiciled and regulated. Because we wanted to kind of burn the boats [sic], have a clean slate here. As a commercial business person wanting to make money and active users, that’s like the worst thing you can do, and so you know it wasn’t without some hesitation,” O’Loghlen said.

The company started engaging with the Financial Intelligence Unit (FIU), a government agency that oversees transactions and fraud, and eventually registered with them this year. In October, it started to onboard users through early access, and now the app is open to all users.

Many Internet companies have set up their base in India hoping to tap into the world’s second-largest online user base. While social platforms and AI companies like OpenAI have found rapid growth in the market, it has been hard for crypto companies to follow the same path because of strict regulations and taxation around cryptocurrencies.

India levies a 30% tax on crypto income without any loss offset and also charges 1% deduction on each transaction, which could discourage users from trading frequently. O’Loghlen said that the company hopes that the government will relax the taxation to make it less burdensome for people to hold digital assets.

Despite these challenges, Coinbase seems to be hopeful about India. The company’s venture arm pumped in more money in local exchange CoinDCX at a $2.45 billion post-money valuation. It also plans to bolster its 500 plus team in the country by hiring for multiple roles focusing on both local and global markets.

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“I think we want to be known as that trusted exchange, ensure that your funds are safe with us,” O’Loghlen said. “We’re not going to get out to the masses if you can’t have a really nice UI, a trusted experience that allows you to on board in a matter of minutes in the same way that you do with you know Zepto or Flipkart or any other super app in India.”

Ivan covers global consumer tech developments at TechCrunch. He is based out of India and has previously worked at publications including Huffington Post and The Next Web.

You can contact or verify outreach from Ivan by emailing [email protected] or via encrypted message at ivan.42 on Signal.

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Why did one fund just cut its nCino stake despite one of the company’s strongest operating quarters yet?

California-based Tensile Capital Management reduced its stake in nCino (NCNO 3.94%) by 449,165 shares during the third quarter, cutting $13.3 million in position value, according to a November 14 SEC filing.

What HappenedTensile Capital Management disclosed in a filing with the Securities and Exchange Commission dated November 14 that it sold 449,165 shares of nCino during the third quarter. The transaction reduced the fund’s position to 901,539 shares valued at $24.4 million as of September 30. The position was previously 4.6% of the fund's AUM as of the prior quarter.

What Else to KnowAfter the sale, nCino represented about 3.1% of Tensile Capital Management LP’s 13F reportable AUM.

Top holdings after the filing: 

NASDAQ: VERX: $94.3 million (11.8% of AUM)NYSE: DKS: $79.5 million (9.9% of AUM)NYSE: VVV: $74.7 million (9.3% of AUM)NYSE: LAD: $74.4 million (9.3% of AUM)NYSE: USFD: $58.5 million (7.3% of AUM)As of November 14, 2025, shares were priced at $23.39—having declined 37% in the past year and well underperforming the S&P 500, which is up 13% in the same period.

Company OverviewMetricValueMarket Capitalization$2.7 billionRevenue (TTM)$586.5 millionNet Income (TTM)($21.8 million)Price (as of market close Friday)$23.39Company SnapshotnCino offers cloud-based software solutions, including the nCino Bank Operating System and SimpleNexus, focused on digitizing and automating banking operations for financial institutions.The company generates revenue through a software-as-a-service (SaaS) model by providing cloud-based software applications to financial institutions.It serves a diverse customer base comprising global and regional banks, credit unions, mortgage banks, and other financial services organizations.nCino, Inc. is a leading provider of cloud-based banking software serving financial institutions worldwide. The company leverages advanced analytics and artificial intelligence to streamline complex banking workflows and compliance processes. Its scalable SaaS platform positions nCino as a strategic technology partner for banks seeking digital transformation and operational efficiency.

Foolish TakeFor long-term investors, this move signals how funds are reassessing high-growth fintech names after a year marked by weakening share performance but strengthening fundamentals. nCino just delivered one of its strongest operating quarters to date—expanding margins, accelerating subscription revenue, and advancing its AI roadmap—yet the stock is still down sharply over the past year. That disconnect creates a very different risk–reward profile for holders, especially funds trimming exposure rather than exiting entirely.

Tensile’s disclosed reduction comes as nCino posted 10% revenue growth to $152.2 million and an 11% increase in subscription revenue in the latest quarter, alongside a swing to $11.7 million in GAAP operating income, up from a loss last year. Meanwhile, non-GAAP operating income climbed 43% to $39.9 million, reflecting disciplined cost management and improving unit economics. The company also repurchased 1.4 million shares during the quarter—an unusual show of confidence for a software firm navigating uneven macro demand.

The key question is whether nCino’s accelerating profitability and deepening AI capabilities can eventually overcome near-term multiple compression.

GlossaryStake: The ownership interest or investment a fund or individual holds in a company.
13F reportable assets under management (AUM): The value of securities a fund must disclose quarterly to the SEC, reflecting its investment holdings.
Position value: The total market worth of a specific investment held by a fund or investor.
Top holdings: The largest investments in a fund's portfolio, typically by market value.
Trailing twelve months (TTM): The 12-month period ending with the most recent quarterly report.
Compound annual growth rate (CAGR): The annualized rate of return for an investment over a specified time period, assuming profits are reinvested.
Software-as-a-service (SaaS): A business model where software is delivered online and accessed via subscription rather than purchased outright.
Cloud-based: Technology or services hosted on remote servers and accessed over the internet, rather than on local computers.
Fund AUM: The total market value of all assets managed by an investment fund.
Quarter: A three-month period used by companies and investors for financial reporting and analysis.
Artificial intelligence (AI): Computer systems designed to perform tasks that typically require human intelligence, such as data analysis or decision-making.
Digital transformation: The integration of digital technology into all areas of a business to improve operations and value delivery.

Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends nCino. The Motley Fool has a disclosure policy.

Exxon and Chevron both have long histories of rewarding investors well with regular dividend increases. Chevron, despite a shorter streak of payout increases, will likely be the dividend pick for most income lovers.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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.

These tiny companies at the frontier of autonomous drones, sidewalk robotics, and quantum computing offer option-like upside for investors willing to stomach the volatility.

Wall Street loves talking about artificial intelligence (AI) in the abstract -- cloud graphics processing units (GPUs), data lakes, large language models. But AI's next chapter is physical. It's drones patrolling borders autonomously, robots rolling down sidewalks with your dinner, and quantum chips tackling problems classical computers can't touch. These three tiny companies sit at the bleeding edge of that transformation, and the market is only just beginning to notice.

Image source: Getty Images.

1. Defense-grade autonomy takes flight
Ondas Holdings (ONDS 1.31%) has evolved from a niche private wireless vendor into a defense-adjacent autonomy platform. Through the Ondas Autonomous Systems division -- which houses American Robotics and Airobotics -- Ondas provides fully automated, AI-driven drone systems for military, border security, and industrial inspection applications.

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The numbers tell the story. Third-quarter 2025 revenue hit $10.1 million, up 582% year over year, driven by deliveries of Iron Drone and Optimus systems to defense and public safety customers. Management has raised its 2025 guidance to $36 million and is targeting $110 million in 2026 revenue, with positive earnings before interest, taxes, depreciation, and amortization (EBITDA) expected in the second half.

The real catalyst? Ondas just won a strategic government tender to deploy an autonomous border-protection system involving thousands of drones -- beating major defense primes as the prime contractor. The first purchase order is expected in January 2026. With $433 million in cash and nearly double this amount on a pro forma basis, Ondas has the runway to execute. The risk is dilution -- Ondas raised roughly $855 million since June -- and contract execution in a notoriously slow-moving government procurement environment.

2. Robots hit the sidewalk
Serve Robotics (SERV +3.23%) is betting that last-mile delivery becomes a robot-first business. Serve's AI-powered sidewalk robots now operate across Los Angeles, Miami, Chicago, Atlanta, and Fort Lauderdale, having completed over 100,000 deliveries from more than 2,500 restaurants.

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What changed in 2025 was the diversification of platforms. In October, Serve struck a deal with DoorDash to expand robotic deliveries beyond the existing Uber Technologies partnership. That breaks exclusivity and dramatically expands potential order volume. Q3 revenue increased approximately 210% year over year, and Serve aims to deploy 2,000 robots across the U.S. by year-end.

Nvidia CEO Jensen Huang has been evangelizing physical AI as the next computing frontier, and Serve is one of the cleanest public pure plays on that thesis. The sub-$1 billion market cap could look microscopic if the Uber-DoorDash partnerships compound into a defensible network. However, unit economics remain opaque, regulatory friction looms in densely populated cities, and both delivery giants could pivot to competing solutions at any time.

3. Quantum's high-stakes lottery ticket
Rigetti Computing (RGTI 6.49%) isn't a stock for the faint of heart. The pure-play quantum computing company builds superconducting quantum processors and sells access via cloud and on-premise systems. Think of it as attempting to become the Nvidia of quantum -- except quantum commercial viability remains years away.

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Q3 2025 revenue came in at $1.9 million against a $20.5 million operating loss. Yet, the stock has surged more than 3,500% over the past year, pushing the market cap to roughly $9.2 billion. That's not a typo -- investors are paying nearly 5,000 times annualized revenue for category exposure.

What's real? Two commercial on-premise quantum system orders totaling $5.7 million and a $5.8 million U.S. Air Force Research Laboratory contract suggest early enterprise and government demand. If quantum computing becomes commercially important this decade, Rigetti offers one of the few relatively pure public exposures. But the valuation assumes success in a race where IBM, IonQ, and D-Wave are competing with different architectures and deeper pockets.

The optionality premium
None of these companies is safe. All three are small caps burning cash, and shareholders will likely face dilution along the way. But for investors who believe autonomous systems, physical AI, and quantum computing represent trillion-dollar opportunities -- and who size positions like call options rather than core holdings -- Ondas, Serve, and Rigetti deserve serious due diligence right now.

George Budwell, PhD has positions in D-Wave Quantum, IonQ, Nvidia, Rigetti Computing, and Serve Robotics. The Motley Fool has positions in and recommends DoorDash, International Business Machines, IonQ, Nvidia, Serve Robotics, and Uber Technologies. The Motley Fool has a disclosure policy.

December 07, 2025 11:21 AM EST | Source: Grabar Law Office
Philadelphia, Pennsylvania--(Newsfile Corp. - December 7, 2025) - Grabar Law Office is investigating claims on behalf of shareholders of Lantheus Holdings, Inc. (NASDAQ: LNTH). The investigation concerns whether certain officers and directors breached the fiduciary duties they owed to the company.

If you purchased Lantheus Holdings, Inc. (NASDAQ: LNTH), shares prior to November 6, 2024, and still hold shares today, you can seek corporate reforms, the return of funds back to the company, and a court approved incentive award at no cost to you whatsoever. You are encouraged to visit https://grabarlaw.com/the-latest/lantheus-shareholder-investigation/, contact Joshua Grabar at [email protected], or call 267-507-6085, to learn more.

WHY? As alleged in a recently filed federal securities fraud class action complaint, Lantheus Holdings, Inc. (NASDAQ: LNTH), through certain of its officers, made false statements and/or concealed that: defendants created the false impression that they possessed reliable information pertaining to the Company's projected revenue outlook and anticipated growth while also minimizing risk from competition and pricing dynamics, seasonality, and macroeconomic fluctuations. In truth, Lantheus' optimistic reports of Pylarify's sales growth potential and pricing normalization fell short of reality; Lantheus, despite defendants' claims, did not have an accurate understanding of the pricing and competitive dynamics of Pylarify's market.

WHAT YOU CAN DO NOW: If you purchased Lantheus Holdings, Inc. (NASDAQ: LNTH), shares prior to November 6, 2024, and still hold shares today, you are encouraged to visit https://grabarlaw.com/the-latest/lantheus-shareholder-investigation/, contact Joshua Grabar at [email protected], or call 267-507-6085. You can seek corporate reforms, the return of funds back to the company, and a court approved incentive award at no cost to you whatsoever. $LNTH #Lantheus #LNTH

Attorney Advertising Disclaimer

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/277196

HomeETFs and Funds AnalysisETF Analysis

SummaryThe iShares MSCI Peru ETF (EPU) has surged 69.1% YTD, earning a Strong Buy Quant Rating and ranking as the top single country ETF for 2025.
EPU’s outperformance is driven by strong returns from a concentrated set of holdings and sector exposure.
The fund’s narrow focus presents significant vulnerability and concentration risk for future performance.
I would not add to EPU in 2026, suggesting investors consider alternative approaches to mimic returns and avoid fees.
Andrzej Rostek/iStock via Getty Images

One of the top-performing single country ETFs in 2025 has been the iShares MSCI Peru ETF (EPU). The fund has returned a whopping 69.2% since January 1. EPU currently holds the highest Seeking Alpha’s Quant

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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.

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This fund just doubled down on a stock that’s suddenly delivering the earnings momentum it’s promised for years.

New York City-based Newtyn Management reported a buy of nearly 1.6 million additional Indivior PLC shares, increasing its position by an estimated $62.8 million in the third quarter, according to a November 14 SEC filing.

What HappenedAccording to a filing with the Securities and Exchange Commission dated November 14, Newtyn Management increased its stake in Indivior PLC (INDV +1.39%) by nearly 1.6 million shares in the third quarter. The position value rose to $101.3 million at quarter-end, reflecting both buying activity and price changes. Indivior now accounts for 12.4% of the firm’s U.S. equity assets, making it the top holding in a portfolio of 33 reported positions.

What Else to KnowTop holdings after the filing: 

NASDAQ:INDV: $101.3 million (12.4% of AUM)NASDAQ:QDEL: $79.5 million (9.7% of AUM)NASDAQ:TBPH: $72.3 million (8.8% of AUM)NYSE:AD: $67.5 million (8.3% of AUM)NYSE:CNNE: $62.5 million (7.6% of AUM)As of Friday, shares of Indivior PLC were priced at $35.12, up a staggering 212% over the past year and well outperforming the S&P 500, which is up 13% in the same period.

Company OverviewMetricValuePrice (as of market close Friday)$35.12Market Capitalization$4.4 billionRevenue (TTM)$1.2 billionNet Income (TTM)$124 millionCompany SnapshotIndivior PLC develops and markets buprenorphine-based therapies for opioid use disorder, including SUBLOCADE, SUBUTEX PRO, SUBOXONE, and SUBUTEX, as well as OPVEE nasal spray for opioid overdose and PERSERIS for schizophrenia.The company generates revenue primarily through the sale of proprietary prescription pharmaceuticals targeting substance use and mental health disorders, leveraging a portfolio of both marketed and pipeline products.Indivior serves healthcare providers, addiction treatment centers, and government agencies in the United States, the United Kingdom, and international markets.Indivior PLC is a specialty pharmaceutical company focused on addressing opioid dependence and related disorders through innovative therapies and a robust product pipeline. The company leverages its expertise in addiction treatment to maintain a leading position in the healthcare sector. Indivior's strategic investments in research and partnerships support its competitive edge in addressing unmet needs in substance use and mental health treatment.

Foolish TakeIndivior’s emergence as Newtyn’s largest position underscores how strongly the fund is leaning into the company’s turnaround story. The business is finally showing the operating leverage investors have been waiting for: SUBLOCADE grew 15% year-over-year in the third quarter, lifting total quarterly revenue to $314 million, while adjusted EBITDA rose 14% to $120 million as expense reductions began to flow through. For a portfolio built around event-driven and value-oriented plays, anchoring the top slot with a company delivering accelerating earnings and a clearer margin path fits the profile.

The quarter also included several strategic resets. Indivior is simplifying its global footprint by exiting certain international markets (including the U.K. and Ireland), discontinuing commercial support for OPVEE, and restructuring R&D—moves expected to generate at least $150 million in annual operating expense savings beginning in 2026. The company also raised full-year guidance, now projecting about $1.2 billion in revenue and a 2025 adjusted EBITDA midpoint that implies about 15% growth. SUBLOCADE remains a valuable engine, contributing $219 million of third-quarter revenue.

For long-term investors, the thesis rests on whether SUBLOCADE’s growth and the company’s new operating model can overcome lingering volatility and a still-levered balance sheet. But Newtyn’s conviction suggests the inflection in profitability is becoming harder to ignore.

Glossary13F reportable assets: Assets that institutional investment managers must disclose quarterly to the SEC on Form 13F.
Assets under management (AUM): The total market value of investments managed by a fund or firm on behalf of clients.
Position: The amount of a particular security or asset held by an investor or fund.
Net position change: The difference in the number or value of shares held after buying or selling during a period.
Portfolio: A collection of financial investments like stocks, bonds, and other assets held by an individual or institution.
Quarter-end: The last day of a financial quarter, often used as a reporting date for financial results.
Outperforming: Achieving a higher return or better performance than a benchmark, such as the S&P 500.
Proprietary: Refers to products or technologies owned and controlled by a specific company.
Pipeline products: Pharmaceutical products that are in development but not yet approved or marketed.
Specialty pharmaceutical company: A company focused on developing and marketing drugs for specific medical conditions or niche markets.
TTM: The 12-month period ending with the most recent quarterly report.
Marketed products: Pharmaceutical products that have received regulatory approval and are available for sale.

Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends QuidelOrtho. The Motley Fool has a disclosure policy.

Paloma Partners Management exited its Lattice Semiconductor position.

On Nov. 14, Paloma Partners Management Co disclosed it sold out its entire Lattice Semiconductor Corporation (LSCC +3.98%) position, previously valued at $9.8 million on June 30. This was 1.4% of its reported portfolio.

What happenedAccording to a Nov. 14, SEC filing, Paloma Partners Management Co. eliminated its position in Lattice Semiconductor Corporation (LSCC +3.98%), selling 200,000 shares. The transaction value is $9.8 million based on quarterly average pricing.

What else to knowPaloma fully exited Lattice SemiconductorAs of Nov. 14, Lattice Semiconductor shares were priced at $64.18, up 26.8% over the past year, outperforming the S&P 500's total return by 12.1 percentage pointsCompany overviewMetricValuePrice (as of market close 2025-11-14)$64.18Market capitalization$8.8 billionRevenue (TTM)$494.9 millionNet income (TTM)$27.2 millionCompany snapshotLattice Semiconductor develops and sells programmable logic devices, focusing on FPGAs and related solutions for diverse end markets. The company provides differentiated, application-specific programmable logic products to original equipment manufacturers. It develops and sells semiconductor products in Asia, Europe, and the Americas, serving OEMs in communications, computing, consumer, industrial, and automotive end markets.

Develops and sells field programmable gate arrays (FPGAs), including Certus-NX, ECP, Mach, iCE40, and CrossLink families, as well as video connectivity application-specific standard products.Generates revenue through direct product sales, technology licensing (IP and IP core), and patent monetization, leveraging both direct and indirect sales channels.Serves original equipment manufacturers (OEMs) in communications, computing, consumer, industrial, and automotive markets across Asia, Europe, and the Americas.Foolish takePaloma Partners Management sold its entire stake in Lattice Semiconductor. The shares had done well, beating the market. This year, through Dec. 5, the stock returned 39.2%, higher than the S&P 500's 18.2% and the Nasdaq Composite's 22.8%.

While it's unclear what prices the investment firm fetched for its shares, it left money on the table given the stock trades at higher levels subsequent to Sept. 30. The 7.5% beat the S&P 500 and Nasdaq Composite by 4.6 and 3.4 percentage points, respectively.

Paloma Partners has a complex mix of investments in its remaining portfolio that it reports on its 13-F filing. This includes equities, convertible notes, and put and call options.

Glossary13F: A quarterly SEC filing required from institutional investment managers to disclose their U.S. equity holdings.

Assets Under Management (AUM): The total market value of investments managed on behalf of clients by a fund or firm.

Exited position: When an investor sells all shares of a particular security, reducing their holding to zero.

Stake: The amount or percentage of ownership an investor holds in a company.

Field Programmable Gate Array (FPGA): A type of semiconductor chip that can be programmed after manufacturing for specific functions.

Original Equipment Manufacturer (OEM): A company that produces parts or equipment used in another company's end products.

Technology licensing (IP and IP core): Allowing others to use proprietary technology or intellectual property, often for a fee.

Patent monetization: Generating revenue by licensing or selling patents to other companies.

Indirect sales channels: Selling products through intermediaries, such as distributors or resellers, rather than directly to customers.

Application-specific standard products: Semiconductor products designed for particular functions but sold to multiple customers.

Downsizing (in portfolio context): Reducing the size or value of a particular investment within a portfolio.

TTM: The 12-month period ending with the most recent quarterly report.