Market Signal Briefing

Mitek Systems, Inc. (MITK) Q1 2026 Earnings Call Transcript

Automaker Stellantis said on Friday it expects to take a roughly 22-billion-euro ($26 billion) hit as it overhauls its business to accelerate the rollout of electric and hybrid vehicles.

"The charges announced today largely reflect the cost of over-estimating the pace of the energy transition that distanced us from many car buyers' real-world needs, means and desires," said Stellantis CEO Antonio Filosa in a statement.

"They also reflect the impact of previous poor operational execution, the effects of which are being progressively addressed by our new Team."

This is a breaking news story. Please refresh for updates.

Q1: 2026-02-05 Earnings SummaryEPS of $0.49 beats by $0.03

Natural Grocers by Vitamin Cottage, Inc. (NGVC) Q1 2026 Earnings Call February 5, 2026 4:30 PM EST

Company Participants

Jessica Thiessen - Assistant Treasurer
Kemper Isely - Chairman & Co-President
Richard Hallé - Chief Financial Officer

Conference Call Participants

Scott Mushkin - R5 Capital LLC
Charles Cerankosky - Northcoast Research Partners, LLC

Presentation

Operator

Good day, ladies and gentlemen. Welcome to the Natural Grocers First Quarter Fiscal Year 2026 Earnings Conference Call. [Operator Instructions] As a reminder, today's conference call is being recorded.

I would now like to turn the conference over to Ms. Jessica Thiessen, Vice President, Treasurer for Natural Grocers. Ms. Thiessen, you may begin.

Jessica Thiessen
Assistant Treasurer

Good afternoon, and thank you for joining us for the Natural Grocers by Vitamin Cottage First Quarter Fiscal Year 2026 Earnings Conference Call. On the call with me today are Kemper Isely, Co-President; and Richard Hall�, Chief Financial Officer.

As a reminder, certain information provided during this conference call, including the company's outlook for fiscal 2026, contains forward-looking statements based on current expectations and assumptions and are subject to risks and uncertainties. Actual results could differ materially from those described in the forward-looking statements due to a variety of factors, including the risks and uncertainties detailed in the company's most recently filed Forms 10-Q and 10-K. The company undertakes no obligation to update forward-looking statements.

Our remarks today include references to adjusted EBITDA, which is a non-GAAP measure. Please see our earnings release for a reconciliation of adjusted EBITDA to net income. Today's earnings release is available on the company's website, and a recording of this call will be available on the website at investors.naturalgrocers.com. Now I will turn the call over to Kemper.

Kemper Isely
Chairman & Co-President

Thank you, Jessica, and good afternoon, everyone. During today's call, I will provide an overview of

The charges are part of a shift away from electric vehicles amid weaker-than-expected demand.

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.

Q2: 2026-02-05 Earnings SummaryEPS of $1.21 beats by $0.06

 |

Revenue of

$302.50M

(13.21% Y/Y)

beats by $2.19M

Synaptics Incorporated (SYNA) Q2 2026 Earnings Call February 5, 2026 5:00 PM EST

Company Participants

Munjal Shah - Investor Relations Officer
Rahul Patel - President, CEO & Director
Ken Rizvi - Senior VP & CFO

Conference Call Participants

Ross Seymore - Deutsche Bank AG, Research Division
Thomas O'Malley - Barclays Bank PLC, Research Division
Travis Poulin - Wells Fargo Securities, LLC, Research Division
Neil Young - Needham & Company, LLC, Research Division
Christopher Rolland - Susquehanna Financial Group, LLLP, Research Division
Kevin Cassidy - Rosenblatt Securities Inc., Research Division
Robert Mertens - TD Cowen, Research Division
Peter Peng - JPMorgan Chase & Co, Research Division

Presentation

Operator

Good day, and thank you for standing by. Welcome to Synaptics Second Quarter Fiscal Year 2026 Financial Results Conference Call.

[Operator Instructions]

Please be advised that today's conference is being recorded.

I would now like to hand the conference over to your first speaker today, Munjal Shah, Vice President and Head of Investor Relations. Please go ahead.

Munjal Shah
Investor Relations Officer

Good afternoon, and thank you for joining us today on Synaptics' Second Quarter Fiscal 2026 Conference Call. My name is Munjal Shah, and I'm the Vice President of Investor Relations. With me on today's call are Rahul Patel, our President and CEO; and Ken Rizvi, our CFO.

This call is being broadcast live over the web and can be accessed from the Investor Relations section of the company's website at synaptics.com. In addition to a copy of our earnings press release detailing our quarterly results, a supplemental slide presentation and a copy of these prepared remarks have been posted on our Investor Relations website.

Today's discussion of financial results is presented on a GAAP financial basis, along with supplementary results on a non-GAAP basis, which excludes share-based compensation, acquisition-related costs and certain other noncash or recurring or nonrecurring items.

Tech giants pour record sums into artificial intelligence as markets demand clearer returns

Amazon.com Inc's (NASDAQ:AMZN) share price plunged more than 10% in after-hours trading on Thursday, erasing $250 billion from its market value, after the company unveiled plans to spend a record $200 billion this year, largely on artificial intelligence.

The e-commerce and cloud computing group said the investment (up sharply from $125 billion in 2025) would focus on AI systems, semiconductor chips, robotics and satellite infrastructure.

Chief executive Andy Jassy described AI as an “unusual opportunity” and told analysts the technology would eventually reinvent every aspect of Amazon’s customer experience.

But the scale of the spending, which Jassy admitted would be “aggressive,” appeared to rattle investors already wary of ballooning costs across the tech sector.

Amazon’s announcement followed similar pledges from rival firms.

Meta plans to spend up to $135 billion this year on AI infrastructure, while Alphabet-owned Google is increasing its capital expenditure to $185 billion, more than double last year’s total.

Microsoft has already spent more than $72 billion on AI-related hiring and development, with no signs of slowing.

Together, the four companies are on course to spend over $650 billion in 2026 on AI and related technologies.

Although executives at each firm have insisted the spending will unlock new growth, markets are growing uneasy.

Despite reporting solid profits, all four saw share prices fall this week. The broader S&P 500 index dipped more than 1% on Thursday, adding to declines from last week’s record high.

Crypto market sentiment has plunged to its most pessimistic level since the FTX collapse, following a sharp bitcoin price drop that rippled across the digital asset market and triggered widespread deleveraging. The widely watched Crypto Fear and Greed Index fell to 9 on Friday, a level classified as “extreme fear” and historically associated with severe breakdowns in investor confidence.

The decline highlights how rapidly sentiment has deteriorated. Just one day earlier, the index stood at 12, compared with 16 last week and 42 a month ago. This swift shift underscores how traders have moved from cautious positioning to outright defensive behavior in response to heightened volatility and falling prices.

The Crypto Fear and Greed Index is designed to capture investor psychology rather than forecast price direction. It is largely bitcoin-focused and aggregates several indicators, including market volatility, recent drawdowns, trading volume and momentum, social media activity, bitcoin dominance, and Google Trends data related to crypto searches. When volatility spikes, defensive positioning rises, and fear-driven searches increase, the index typically drops sharply.

This latest collapse in sentiment coincided with bitcoin briefly falling near the $60,000 level during late U.S. trading hours on Thursday before rebounding toward $65,000. The rapid move reflected a combination of forced liquidations from overleveraged traders and opportunistic dip-buying by longer-term participants. While the bounce suggests some buyers are willing to step in around major psychological support levels, the broader market tone remains tense.

Historically, periods of extreme fear in the crypto market have sometimes aligned with local price bottoms, as panic selling tends to flush out leveraged positions and short-term holders. However, this pattern is far from guaranteed. The index should be viewed as a snapshot of market stress rather than a precise timing signal.

Although the Crypto Fear and Greed Index does not predict bitcoin’s next move, it clearly shows that the market has returned to a level of fear usually associated with systemic events. For investors, the current reading reflects a fragile environment where uncertainty dominates, risk appetite is muted, and sentiment remains deeply shaken across the crypto ecosystem.

<Copyright ⓒ TokenPost, unauthorized reproduction and redistribution prohibited>

Tether and Gold.com are exploring options to allow the use of Tether’s stablecoins to purchase physical gold.

The investment arm of stablecoin issuer Tether has acquired a $150 million stake in the precious metals platform Gold.com to expand access to tokenized gold.

Tether said on Thursday that it acquired an approximately 12% stake in the company, which will integrate Tether Gold (XAUt), its gold-backed cryptocurrency, into Gold.com’s platform.

Source: Tether
Gold.com is a publicly listed online marketplace that sells gold and other precious metals, such as silver and platinum, to several markets, including the US.

“Gold has played a central role in preserving value for centuries, particularly during periods of monetary stress and geopolitical uncertainty,” said Tether CEO Paolo Ardoino. “Gold exposure is not a trade for Tether; it is a hedge and a long-term allocation to protect our user base and ourselves in a world that is becoming increasingly unstable.”

He added the company’s investment in Gold.com “reflects a long-term belief that gold should be as accessible, transferable, and usable as modern digital money, without compromising on physical backing or ownership.”

Tether explores stablecoin payments for goldTether and Gold.com are also exploring options to enable customers to purchase physical gold with Tether’s flagship stablecoin USDt (USDT) and its new stablecoin specifically for the US market, USAt (USAT), which it launched with crypto-native bank Anchorage Digital on Jan. 27.

Tether’s expanded gold offerings come as gold rallied more than 80% over the past 12 months to $5,600 on Jan. 29, before cooling off to $4,800 at the time of writing.

The partnership comes after Tether announced earlier on Thursday that it made a $100 million equity investment in Anchorage, a move that helps boost adoption of the USAt stablecoin in the US market as the bank looks to go public next year.

Tether reported a profit of $10 billion in 2025, earned mostly through interest on US Treasury holdings backing its $185.6 billion USDt reserve.

Magazine: South Korea gets rich from crypto… North Korea gets weapons

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Crypto market sentiment fell to its lowest level in more than three and a half years as Bitcoin dropped sharply toward $60,000.

Danielle du Toit2 min read

6 February 2026, 05:30 AM

The Crypto Fear & Greed Index declined to a score of 9, its weakest reading since June 2022, while Bitcoin has slid by close to 38% from its 2026 high. The selloff triggered more than $2.7 billion in liquidations over 24 hours, mostly from leveraged long positions, as market pressure from declining US tech stocks and cautious expectations around Federal Reserve policy weighed on risk assets.

Extreme Fear ReturnsCrypto market sentiment plunged to its weakest level in more than three and a half years as Bitcoin suffered a sharp double-digit decline to around $60,000. The downturn erased months of gains and intensified concerns that the broader crypto market may be entering a deeper corrective phase rather than a short-lived pullback.

Crypto Fear and Greed Index

The Crypto Fear & Greed Index dropped to a score of just 9 out of 100 on Friday, firmly placing the market in “extreme fear” territory. This is the lowest sentiment reading since June of 2022, when confidence collapsed after the implosion of the Terra blockchain ecosystem. The index has been deeply depressed for roughly two weeks as Bitcoin slid aggressively from its recent highs.

Bitcoin has now fallen roughly 38% from its 2026 peak close to $97,000 in a matter of weeks, wiping out gains that were accumulated over the past sixteen months. During early Friday trading, the price dipped to a little over $60,000, which was its lowest level since October 2024, before rebounding modestly to just above $64,000. Despite the bounce, Bitcoin is still down around 10% over the past 24 hours, one of its largest single-day declines since mid-2022.

BTC’s price action over the past 24 hours (Source: CoinCodex)

The violent price move has also triggered heavy forced liquidations across derivatives markets. Over the past 24 hours, more than 588,000 traders were liquidated for a combined $2.7 billion. Roughly 85% of those positions are leveraged long bets, primarily tied to Bitcoin, according to data from CoinGlass.

Analysts point to macro pressures amplifying the crypto selloff. Jeff Ko, chief analyst at CoinEx Research, believes that Bitcoin’s steep weekly drawdown coincided with a slump in US tech stocks, where concerns about stretched valuations and a potential AI-driven bubble have resurfaced. Even Amazon saw a double-digit decline after mixed earnings, adding to risk-off sentiment. 

Meanwhile, LVRG Research director Nick Ruck said softer US labor market data and rising unemployment claims fueled doubts about economic strength, increasing caution around the Federal Reserve and its appetite for aggressive rate cuts.

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Danielle du Toit, a criminology honors graduate, has channeled her curiosity and analytical mindset into exploring the fascinating and ever-evolving world of cryptocurrency. Drawn to the dynamic nature of blockchain technology and its impact on global markets, Danielle thrives on uncovering insights in this complex industry. As a crypto journalist, Danielle is passionate about learning and sharing her knowledge with fellow enthusiasts. Her work combines a keen investigative eye with a love for storytelling, making even the most intricate aspects of crypto accessible and engaging. Through her writing, Danielle aims to inspire readers to delve deeper into the weird and wonderful realm of digital finance.

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BitcoinInvestingLatest Cryptocurrencies News Today

Bitcoin miner Marathon Digital Holdings has transferred nearly $87 million worth of Bitcoin to major crypto service firms, sparking concerns about fresh selling pressure. 

The move comes as Bitcoin trades around $64,800 after a sharp drop, adding to fears that miners may be increasing sell-offs.

Marathon Digital Bitcoin Transfer Signals Possible SellingOn February 6, Marathon Digital Holdings moved a total of 1,318 BTC valued near $87 million to institutional platforms, including Two Prime, BitGo, and Galaxy Digital. 

These are well-known institutional platforms that provide custody, trading, and liquidity services. When a mining company sends coins to such firms, it often signals preparation for structured selling, collateral use, or treasury rebalancing.

However, the transfers happened within roughly a 10-hour window while Bitcoin traded around the mid-$60,000 range after a sharp daily drop.

Marathon Current Bitcoin HoldingsDespite the transfer, Marathon still holds about 52,850 BTC worth around 3.42 billion, keeping it among the top corporate Bitcoin holders worldwide. This shows the company is adjusting part of its treasury, not exiting its position.

Still, the timing adds to short-term caution. Bitcoin is already down nearly 10% in 24 hours, and broader sentiment is fragile. When miner flows rise during a falling market, traders tend to expect more volatility.

Miner & Whale Continue to Sell BitcoinOne major pressure is coming from Bitcoin miners. The average mining cost has risen above $87,000, while Bitcoin trades near $65,402, forcing many miners to sell at a loss. CryptoQuant data shows miner reserves have dropped to 1.806 million BTC, confirming rising sell-offs.

Meanwhile, selling is not limited to miners. Santiment data reveals that Bitcoin whales and large holders are also reducing positions. 

Wallets holding between 10 and 10,000 BTC now control just 68.04% of total supply, a nine-month low. These large holders have sold about 81,068 BTC in the last eight days alone.

Trust with CoinPedia:CoinPedia has been delivering accurate and timely cryptocurrency and blockchain updates since 2017. All content is created by our expert panel of analysts and journalists, following strict Editorial Guidelines based on E-E-A-T (Experience, Expertise, Authoritativeness, Trustworthiness). Every article is fact-checked against reputable sources to ensure accuracy, transparency, and reliability. Our review policy guarantees unbiased evaluations when recommending exchanges, platforms, or tools. We strive to provide timely updates about everything crypto & blockchain, right from startups to industry majors.

Investment Disclaimer:All opinions and insights shared represent the author's own views on current market conditions. Please do your own research before making investment decisions. Neither the writer nor the publication assumes responsibility for your financial choices.

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Record volume, redemptions and pronounced tilt toward put options points to institutional capitulation.Updated Feb 6, 2026, 5:44 a.m. Published Feb 6, 2026, 5:36 a.m.

Talk about frenzied trading.

On Thursday, BlackRock's spot Bitcoin exchange-traded fund, tickered as IBIT, hit a wild record with over 284 million shares traded, per Nasdaq data. That’s a whopping $10 billion-plus in notional value.

STORY CONTINUES BELOW

To put it in perspective, that smashed the old record of 169.21 million shares from Nov. 21 by a massive 169%.

The record volume came as IBIT plunged 13% to under $35, the lowest since Oct. 11, 2024, extending the year-to-date loss to 27%. Prices peaked at a high of $71.82 in early October.

The fund processed redemptions totaling $175.33 million on Thursday, accounting for 40% of the cumulative net outflow of $434.11 million across 11 funds, according to SoSoValue.

IBIT, the world's largest publicly listed bitcoin fund, holds physical coins and is designed to mirror the spot price of the world's top cryptocurrency, which has been declining recently, crashing to nearly $60,000 on Thursday. The fund has been a preferred alternative investment vehicle for institutions seeking exposure to cryptocurrency through regulated products.

Capitulation hintsThe combination of record volume and price crash often signals capitulation – long-term holders throwing in the towel and liquidating their holdings at a loss.

It marks the bear market's peak selling phase, potentially signaling the start of a slow, painful bottoming process.

IBIT options trading on Thursday told the same story. Longer duration put options. or contracts used to hedge against downturns, reached a record premium of over 25 volatility points above call options (bullish bets), according to data from MarketChameleon.

That kind of heavy put bias often signals peak fear as well.

That said, nothing's guaranteed, as bear markets can drag on longer than even dip buyers can stay liquid.

Bitcoin price recorded one of its sharpest single-day declines in recent years, a move not seen since the FTX collapse. The largest crypto crashed to an intraday low near $60,000, marking its first visit to this level since October 2024 and fully erasing gains made after the US presidential election.

The downside pressure quickly spread across the broader crypto market. Ethereum slipped below $1,800, while Solana broke under $70 for the first time since December 2023. Dogecoin also plunged below the $0.10 mark, intensifying risk-off sentiment and triggering panic across retail-heavy tokens.

With key supports breached across major assets, traders are now questioning whether Bitcoin and the wider crypto market have officially transitioned from a correction into a full-fledged bear market.

Top Reasons Why Bitcoin Price Dropped to $60,000Since Bitcoin slipped below the psychological $100,000 level, market sentiment has shifted sharply. Both traders and institutions appear increasingly cautious, with confidence fading faster than in previous pullbacks.

Unlike past market crashes, triggered by systemic shocks such as the ICO bubble, COVID-led liquidity stress, the Terra ecosystem collapse, or the FTX failure, the current decline lacks a single catastrophic event. Instead, the sell-off reflects a technical breakdown in market structure, compounded by weakening conviction and reduced risk appetite among participants.

Massive Long Liquidations Took ControlOver the past few days, the crypto market has been under intense pressure, with liquidation numbers repeatedly crossing $1.5 billion to $2 billion. The latest sell-off was especially brutal, wiping out over $1.85 billion in long positions, making it the second-largest liquidation event of 2026, after the $2.4 billion flush seen on January 31.

The impact was widespread and painful. More than 500,000 traders were forced out of their positions as leverage unravelled across exchanges. The largest single liquidation—a Bitcoin long worth more than $12 million—was recorded on Binance, highlighting just how exposed even large players were to the downside move.

Bitcoin Price Dropped Below Key Technical SupportBitcoin’s fall to $60,000 was driven by a clear technical breakdown rather than a headline-driven shock. The sell-off accelerated after BTC decisively lost the $65,000–$62,000 support zone, an area that had held multiple pullbacks over the past few weeks.

Once Bitcoin slipped below $62,000, stop-loss orders clustered in this range were triggered rapidly. This led to a sharp increase in sell pressure and opened the way to the next major liquidity pocket near $60,000, where the price briefly stabilised.

The breakdown was further confirmed as Bitcoin dropped below key trend indicators. BTC lost support at both the 50-day and 100-day moving averages, levels closely watched by swing traders and short-term institutions. The failure to reclaim these averages turned them into immediate resistance, strengthening the bearish bias.

 Weak Dip Buying at Key Levels—Why Buyers Stepped BackOne thing that stood out during Bitcoin’s slide to $60,000 was how quietly buyers stepped back. When the price fell through the $65,000–$62,000 zone, there was no strong rush to buy the dip, unlike earlier pullbacks. Any short-term bounce was quickly sold, showing that traders were more focused on cutting risk than building new positions. 

With volatility high and liquidations piling up, many chose to stay on the sidelines and wait for clarity. That lack of conviction left Bitcoin exposed, allowing sellers to stay in control and push the price down toward the $60,000 level.

The Bottom Line—Has the Crypto Market Officially Entered a Bear Market?The recent sell-off has clearly changed the mood across the crypto market. Bitcoin losing the $60,000 level, repeated billion-dollar liquidation events, broken supports, and a lack of strong dip buying suggest this move is more serious than a normal correction. Confidence has weakened, risk appetite has dropped, and traders are no longer quick to step in on dips.

Still, calling this an official bear market may be too early. Bear markets usually show prolonged weakness and repeated failures to recover key levels, not just a sharp breakdown. Right now, the market feels stuck in between—no longer bullish, but not fully broken either.

What happens next matters most. If Bitcoin fails to reclaim lost levels and selling pressure continues, this phase could easily turn into a full-fledged bear market. For now, crypto stands at a decisive crossroads.

Trust with CoinPedia:CoinPedia has been delivering accurate and timely cryptocurrency and blockchain updates since 2017. All content is created by our expert panel of analysts and journalists, following strict Editorial Guidelines based on E-E-A-T (Experience, Expertise, Authoritativeness, Trustworthiness). Every article is fact-checked against reputable sources to ensure accuracy, transparency, and reliability. Our review policy guarantees unbiased evaluations when recommending exchanges, platforms, or tools. We strive to provide timely updates about everything crypto & blockchain, right from startups to industry majors.

Investment Disclaimer:All opinions and insights shared represent the author's own views on current market conditions. Please do your own research before making investment decisions. Neither the writer nor the publication assumes responsibility for your financial choices.

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Journalist

Posted: February 6, 2026

Just five days ago, the market watched as one of crypto’s most famous whales, who once made $190 million shorting the Trump tariff crash, saw his fortune collapse to just $53.

A massive $250 million liquidation on Hyperliquid wiped him out almost overnight.

Many thought he was finished. But, no!

In fact, new on-chain data revealed that the same trader might be back at press time, betting big again.

The whale has already withdrawn 80,000 Ethereum [ETH] (Worth about $168 million) from Binance [BNB], signaling strong confidence in Ethereum’s next move. This withdrawal, made on 05 February 2026, marks a major change in strategy. Instead of using extreme leverage like before, which led to his huge loss, the whale is now focusing on spot accumulation.

Simply put, after losing everything, he’s re-entering the market. This time, with a long-term bet on Ethereum’s recovery.

By removing $168 million worth of Ethereum from the market, the whale is shrinking the available supply. If others follow, this could create a supply squeeze and push the altcoin’s price higher.

Traders don’t move 80,000 ETH to private wallets for short-term trades. This could be a sign that the whale believes the $2,000–$2,100 range may be a major market bottom.

Signs of a possible reversal At the time of writing, ETH was valued at $2060.87 after a drop of 8.04% in the last 24 hours.

On the technical front, while MACD pointed to weakness, the RSI had fallen into oversold territory. Such a finding is often evidence of a potential trend reversal.

Source: TradingView

Active addresses have also been declining, but that alone isn’t a reason to panic.

Source: Glassnode

In the current 2026 market, whale behavior, especially large withdrawals from exchanges, is a much stronger signal of future price movement than the number of active addresses. Right now, address data is distorted by post-upgrade spam and low-quality transactions, making it less reliable.

Hence, Ethereum is caught in a tough battle between sellers and buyers now. Firms like Trend Research and Garrett Jin have been forced to sell large amounts of ETH, worth about $738 million, just to cover losses and repay loans.

Additionally, OTC markets revealed that buyers picked up 33,000 ETH in a single day, and DBS-linked wallets added another 25,000 ETH this week.

All these movements, along with technical indicators, may be indicative that the market may be preparing for a reversal.

Final Thoughts Large private wallet transfers suggest that major players see the $2,000–$2,100 range as a potential long-term bottom. Whale movements are currently more reliable indicators of market sentiment than short-term network activity.

Ishika Kumari is a Crypto Analyst and Content Strategist at AMBCrypto, specializing in the analysis of cryptocurrency regulations, market trends, and the socio-political impact of blockchain technology. Her expertise is grounded in her academic background as a graduate of Political Science from the renowned University of Delhi. This discipline has equipped her with a sophisticated framework for analyzing complex governance models, international regulatory landscapes, and the economic principles that underpin decentralized systems. At AMBCrypto, Ishika applies this unique analytical lens to her work. She excels at breaking down intricate subjects—from the technicalities of new protocols to the nuances of global crypto legislation—into clear, accessible, and insightful content. Her primary mission is to bridge the gap between the complexity of the digital asset industry and the everyday reader, ensuring that AMBCrypto's audience is not just informed, but truly understands the forces shaping the future of finance.

The latest downturn in Bitcoin (BTC) has begun to weigh heavily on publicly listed companies that built their balance sheets around the market’s leading cryptocurrency.

On Thursday, Bitcoin hovered near the $65,000 level, continuing the sharp decline that began last October. This has impacted equity markets, causing the shares of crypto-exposed firms to decline significantly.

Bitcoin Slide Pressures Digital Asset Treasury Firms According to a Reuters report, the renewed volatility in digital assets is dragging down the stock prices of companies that hold Bitcoin and other tokens, raising concerns that the stress could spread more broadly across the sector. 

The number of publicly traded firms investing in cryptocurrencies surged last year, as many executives bet that digital assets would continue to appreciate over the long-term. 

However, the backdrop has shifted. Investor anxiety over stretched valuations in artificial intelligence (AI) stocks, combined with uncertainty surrounding the future path of Federal Reserve (Fed) interest rate cuts, has weighed on risk assets more broadly. 

As a result, Bitcoin has slid to its lowest level since October 2024, putting pressure on companies whose business models rely on holding digital assets. Many of these digital asset treasury firms saw their shares wobble sharply on Thursday.

Seven Major Companies Suffer  Strategy (previously MicroStrategy), the largest corporate BTC holder with over 700,000 coins, has been among the hardest hit. Its shares have fallen from around $457 in July to as low as $106 on Thursday. 

In December, the company cut its 2025 earnings outlook, pointing to weakness in Bitcoin prices, and announced plans to establish a reserve to help support dividend payments. 

The firm led by Michael Saylor said it now expects its full‑year results to range anywhere from a $6.3 billion profit to a $5.5 billion loss, a sharp downgrade from its earlier forecast of a $24 billion net profit.

Other Bitcoin‑focused firms also felt the impact. Shares of the UK‑based Smarter Web Company fell nearly 18% on Thursday. Rival Bitcoin buyers Nakamoto Inc and Japan’s Metaplanet were also under pressure, dropping almost 9% and more than 7%, respectively.

However, the sell-off pressure has not been limited to companies holding only BTC. On Thursday, crypto-related firms that stockpiled other digital tokens also traded lower amid the correction affecting broader digital asset prices. 

Alt5 Sigma, which announced last year that it would accumulate the Trump family’s World Liberty Financial (WLFI) token, saw its shares drop 8.4%. Similarly, SharpLink Gaming, which holds Ethereum (ETH), declined about 8%, while Forward Industries, a holder of Solana (SOL), slid nearly 6%.

The daily chart shows BTC’s price crash below the key $66,000 level on Thursday. Source: BTCUSDT on TradingView.com Featured image from OpenArt, chart from TradingView.com 

Bitwise Asset Management has filed a Form S-1 registration statement with the U.S. Securities and Exchange Commission (SEC) for a spot Uniswap ETF, marking a major step toward a regulated exchange-traded product tied directly to the UNI token.

Summary

Bitwise has filed for a spot Uniswap ETF, seeking to offer regulated exposure to the UNI token through traditional markets. The proposed ETF would hold UNI directly, with Coinbase Custody named as custodian. UNI traded lower despite the filing, underscoring cautious market sentiment toward altcoins. Uniswap ETF filing fails to lift UNI price Despite the filing, Uniswap (UNI) showed little immediate upside. The token continued to trade lower, reflecting cautious sentiment across altcoins even as institutional interest grows.

At press time, UNI was exchanging hands at $3.22, down 14.5% over the past 24 hours.

The filing, submitted on February 5, 2026, proposes the launch of the “Bitwise Uniswap ETF,” a trust designed to hold Uniswap tokens as its primary asset. It provides investors with a regulated vehicle to gain exposure to UNI price movements through traditional brokerage accounts.

According to the SEC registration, the ETF would issue shares intended to trade on a U.S. exchange under a yet-to-be-announced ticker symbol.

Bitwise Investment Advisers will sponsor and manage the trust, while Coinbase Custody will hold the Uniswap tokens. The structure aims to offer investors exposure to Uniswap without requiring them to manage wallets or private keys.

If approved, the Bitwise Uniswap ETF would be the first regulated ETF focused on a DeFi protocol’s native token in the U.S. market. UNI is the governance token for the Uniswap decentralized exchange, one of the largest decentralized trading venues built on Ethereum.

Bitwise’s filing arrives in a market where demand for crypto ETFs is evolving. Bitwise and other issuers have recently filed for a range of altcoin-linked ETFs, including products tied to AAVE, Chainlink, and other major tokens.

Bitcoin Miner MARA Moves 1,318 BTC in 10 Hours, Traders Wary of Forced Miner Selling

Sujha Sundararajan

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Jun 2023

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Sujha has been recognised as 🟣 Women In Crypto 2024 🟣 by BeInCrypto for her leadership in crypto journalism.

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Bitcoin miner Marathon Digital (MARA) has transferred 1,318 BTC, worth $86.9 million, in 10 hours as Bitcoin slumps to $64K. The miner moved to a mix of three crypto wallets, on-chain data revealed.

Per Arkham, MARA moved a large chunk of 653.773 BTC to credit and trading firm Two Prime, worth about $42.01 million in one transfer. Minutes later, a smaller amount of 8.999 BTC, worth about $578,000, was sent to the same Two Prime-tagged address.

A separate chunk of about 300 BTC was sent to crypto custodian BitGo-linked wallet, split into two transactions, worth roughly $20.4 million at the time.

Besides, MARA also moved 305 BTC to a fresh wallet address, valued at $20.72 million.

Tough Period for BTC MinersBitcoin has been crashing so hard in the recent past and is now hovering just above $63,000 at the time of writing, its lowest levels since October 2024.

The plunge has taken a toll on Bitcoin miners, making it far less economical for them. Bloomberg reported Thursday that the mining revenue value per unit of computing power, called the hash price index, has dropped to around 3 cents for each terahash.

Newhedge research notes that a biweekly figure mining difficulty is set to drop by over 13%, one of the largest decreases since China banned mining in 2021.

As a result, shares of major BTC miners tumbled. MARA Holdings slumped more than 18%, while CleanSpark Inc and Riot Platforms Inc fell 19.13 and 14.7%, respectively.

MARA Trading Under Pressure – Here’s WhyMARA stock is down over 30% in the past 5 days, and 34% in the last month, according to Google Finance.

The company’s share performance is also tied to MARA’s latest insider share transactions report. On January 30, 2026, 14,301 shares of common stock were withheld at $9.50 per share to cover his tax liability upon vesting of restricted stock units, per Stock Titan data.

Apart from the headwind from the Bitcoin market downturn, miners have been facing rising power costs largely due to winter storms across the US in late January.

Further, energy-rich BTC mining hubs in Texas and Tennessee faced power outages.

“It is due to the combination of both the sell-off and winter storms,” Harry Sudock, chief business officer at CleanSpark, told Bloomberg.

Crypto markets remain under pressure as Bitcoin struggles to regain footing, with downside risks increasingly centered around the $50,000 level. Risk appetite has thinned, ETF outflows have accelerated, and trader confidence across majors like Bitcoin and Ethereum continues to erode. XRP has not been immune to the sell-off. The price has moved lower alongside the broader market, reflecting its correlation with Bitcoin during risk-off phases. However, beneath the surface, the structure of XRP’s price decline, and the behaviour of traders around it tells a different story.

While Bitcoin appears to be grappling with sentiment capitulation, XRP’s on-chain and positioning data suggest the asset may be undergoing a controlled reset rather than a breakdown. That divergence raises a key question for the coming weeks: If Bitcoin price falls further, is XRP price better positioned to recover first?

Sentiment Divergence: Bitcoin Capitulates While XRP Holds Its GroundRecent data highlights a growing emotional gap between Bitcoin and XRP traders. Following last week’s sharp drawdown, sentiment toward Bitcoin has turned extremely bearish, a level typically associated with fear-driven selling and loss of conviction among retail participants. Ethereum sentiment has tracked a similar path, reinforcing the idea that broader market confidence remains fragile. XRP, however, is showing a more constructive profile. 

📊 Sentiment has turned extremely bearish toward Bitcoin and Ethereum following crypto's major downswing this past week. XRP is seeing a more optimistic outlook among traders.

😱 As we know, markets move opposite to the fear & greed of retail traders. There remains a strong… pic.twitter.com/1U23pQ48D6

— Santiment (@santimentfeed) February 4, 2026 Despite price weakness, sentiment around XRP remains comparatively optimistic. This does not signal immediate bullish momentum, but it does indicate that traders are not rushing to abandon positions. Historically, this type of sentiment divergence often emerges near local bottoms, especially when broader markets are still dominated by fear. Markets tend to move against the prevailing emotional bias of retail traders. With Bitcoin sentiment approaching extremes, XRP’s relative resilience suggests it may be closer to sentiment exhaustion than escalation, a condition that often precedes stabilization or short-term relief rallies.

The ETF Story the Market Isn’t Talking AboutWhile crypto prices remain under pressure, ETF flow data is quietly sending a message that doesn’t fully match the fear visible on Bitcoin’s chart. As Bitcoin slid lower, BTC spot ETFs saw roughly $258 million in net outflows, extending a clear pattern of institutional de-risking. Ethereum followed the same path, with around $72 million in outflows, reinforcing the view that large allocators are cutting exposure to high-beta majors rather than rotating deeper into risk.

XRP, however, told a different story. Despite trading lower on the day, XRP-focused ETFs recorded net inflows of about $1.28 million, a modest figure, but notable in a market where capital was largely exiting elsewhere. More telling was activity: XRP ETF trading volume surged to nearly $79.2 million, pointing to active positioning rather than passive holding. Bitwise led the flow with roughly $40.6 million in volume, alongside participation from Franklin Templeton and Canary Capital. The takeaway isn’t outright bullishness but rotation, not abandonment. While Bitcoin and Ethereum absorb most of the selling pressure, XRP appears to be quietly holding institutional interest, even as the broader market remains cautious.

XRP Price Prediction: Can XRP Hold $1.30 and Turn the Trend Back Up?XRP’s recent sell-off has been sharp, but it has now brought price into a zone that traders have been watching closely for weeks. The $1.30 region is not just a psychological level, it aligns with a broader demand area that previously acted as a springboard during earlier corrective phases. The current decline appears driven more by broader market weakness and Bitcoin-led risk aversion than by XRP-specific deterioration. 

On the chart, XRP has unwound from its rising structure and slid into this demand pocket after a steady sequence of lower highs. If XRP manages to hold above $1.30 on a daily closing basis, the structure opens the door for a relief move back toward the $1.45–$1.50 zone, where prior breakdowns and short-term supply are stacked. A successful reclaim of that range would shift the narrative from correction to stabilization, with $2.00 coming back into focus as a medium-term objective rather than a distant upside. Meanwhile, a clean break of $1.20 would expose XRP to a deeper downside toward the $1.15–$1.20 region, where the next meaningful demand sits. 

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Friday has come around again, which means another batch of expiring Bitcoin options as spot markets continue to melt down. 

Around 34,000 Bitcoin options contracts will expire on Friday, Feb. 6, with a notional value of roughly $2.1 billion. This event is much smaller than last week’s end-of-month expiry.

Crypto markets have collapsed into bear market territory, losing around $686 billion since the start of the week, as sentiment plunges and both retail and institutional investors dump crypto assets.

Bitcoin Options Expiry This week’s batch of Bitcoin options contracts has a put/call ratio of 0.59, meaning that there are more expiring calls (longs) than puts (shorts). Max pain is around $82,000, according to Coinglass, which is well above current spot prices, so many will be out of the money on expiry.

Open interest (OI), or the value or number of Bitcoin options contracts yet to expire, remains highest at $100,000 and $70,000, which have $1.1 billion at these strike prices on Deribit. Total BTC options OI across all exchanges has been in decline for a week and is at $32.5 billion.

“BTC option flows suggesting downside plays not over,” said Deribit.

“Bitcoin’s open interest is stacked through the $80K to $90K region, with elevated put activity showing traders leaned defensive into the move.”

🚨 Options Expiry Alert 🚨

At 8:00 UTC tomorrow, over $2.5B in crypto options are set to expire.$BTC: $2.15B notional | Put/Call: 1.42 | Max Pain: $82K$ETH: $408M notional | Put/Call: 1.13 | Max Pain: $2.55K

Bitcoin’s open interest is stacked through the $80K to $90K region,… pic.twitter.com/WPCdYeS2aC

— Deribit (@DeribitOfficial) February 5, 2026

“The upcoming $60,000 range represents the consolidation zone prior to the Trump rally, where support remains relatively strong. Should a rapid dip occur in the short term, it may present a buying opportunity,” said crypto derivatives provider Greeks Live.

In addition to today’s batch of Bitcoin options, around 217,000 Ethereum contracts are also expiring, with a notional value of $400 million, max pain at $2,550, and a put/call ratio of 1.15. Total ETH options OI across all exchanges is around $7.1 billion. This brings the total notional value of crypto options expiries to around $2.5 billion.

You may also like: Analysts Explain Why BTC Just Crashed to $65K and Where the Bottom Lies Liquidations Top $1.3 Billion as BTC Plummets Below $67K, ETH Loses $2K Support Roubini Predicts a ‘Crypto Apocalypse’ Amidst Bitcoin’s Plunge Under Trump-Era Policies Spot Market Outlook Crypto market capitalization has tanked to a 16-month low of $2.27 trillion as the digital asset exodus continued.

Bitcoin was smashed by double digits, tanking below $60,000 in early trading in Asia on Friday. The asset has now lost 50% from its all-time high, dumping more than $60,000 in just four months.

Ether is back at bear market lows, falling below $1,800 briefly, and the altcoins have been destroyed in what appears to be the start of another long, drawn-out crypto winter.

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Tesla remained a strong contender in Beijing's competitive electric vehicle scene, as the company's China-produced EV sales grew modestly in January from the year before, amid a broader industry slowdown.

According to data published by the China Passenger Car Association on Wednesday, January deliveries from Tesla's Shanghai Gigafactory rose by 9% to 69,129 units, from 63,238 in January 2025.

The latest January deliveries places Tesla in third place against other Chinese EV manufacturers. BYD was in the lead at 205,518 shipments, while Geely came in second with 124,252 units, according to the CPCA.

Despite the rise in deliveries, there is little indication of an actual growth in demand for Tesla's offerings in China — the world's largest EV market.

The company's January delivery figures reflect the total number of shipments from Tesla's Shanghai Gigafactory, which produces the Model 3 and Model Y for domestic and foreign markets in Europe, the Asia-Pacific, and elsewhere.

New registrations in January for Tesla passenger vehicles — a proxy for sales — rose slightly in Europe, according to Reuters.

Domestic price warTesla has faced stiff competition from a number of Chinese EV brands with more affordable offerings. In a separate report, the CPCA noted that the total sales of Tesla's China-produced EVs fell by 4.8% in 2025 — one of only two manufacturers in Beijing that reported declining annual sales from the year before.

At around 235,500 yuan ($33,943), Tesla's base Model 3 sedan costs nearly three times the price of the base model for BYD's Seal, at around 79,800 yuan.

Like other automakers, Tesla has sought to maintain its competitiveness in China through aggressive price cuts. According to its Chinese website, Tesla has begun offering five-year 0% interest loans, or seven-year "ultra-low" interest rate loans for orders placed before Feb. 28.

"We have [had] really intense price wars that have gone on, although the government and industry have called on automakers to not engage with aggressive pricing strategies," Abbie Tu, principal research analyst from S&P Global Mobility, tells CNBC.

Despite these involutive price wars, China's EV market has slowed considerably.

According to CPCA data, new energy vehicle sales, which include hybrid and battery-powered cars, grew by only 1% year on year in January - a fourth-straight month of slowing growth.

The slowdown is projected to continue, as Beijing has slashed support for new EV sales. From Jan. 1, a 5% tax on new energy vehicle purchases was reinstated, after previously being exempted from the full 10% tax for more than a decade. New energy vehicles include battery and hybrid-powered cars.

New regulationsTesla's challenges are further compounded by a recent announcement from Beijing which will effectively ban concealed door handles.

On Monday, China's Ministry of Industry and Information Technology announced that from Jan. 1, 2027, all door handles on cars sold in the country must have interior and exterior mechanical releases.

The announcement follows a spate of high-profile incidents in the U.S. and China, where EV occupants involved in road accidents could not be freed after their vehicles caught fire, as a result of power failures in the door-locking mechanisms.

While automakers in China have a decent runway to ensure compliance with the new regulations, it remains to be seen how Tesla will adapt, given that flush door handles were first popularized as a signature design feature on Tesla's minimalist vehicles.

Some analysts, like Tu Le, founder and managing director of consulting firm Sino Auto Insights, see China's new car door handle restrictions as likely to pose a "decent sized headache" for Tesla.

However, Tu said, China's new regulations will likely have little impact on most automakers.

"I think for lots of Chinese brands, this new regulation [will not] take them by surprise, because when regulators were drafting the new regulations, they consulted OEMs and industry experts intensively," Tu says.

CNBC's Evelyn Cheng contributed to this report.

Digital Realty Trust, Inc. (DLR) Q4 2025 Earnings Call Transcript

Q4: 2026-02-05 Earnings SummaryEPS of $0.71 beats by $0.06

 |

Revenue of

$628.48M

(36.21% Y/Y)

beats by $80.54M

TPG Inc. (TPG) Q4 2025 Earnings Call February 5, 2026 12:00 PM EST

Company Participants

Gary Stein - Head of Investor Relations
Jon Winkelried - CEO & Director
Jack Weingart - Chief Financial Officer
James Coulter - Founder & Executive Chairman
Nehal Raj

Conference Call Participants

Glenn Schorr - Evercore ISI Institutional Equities, Research Division
Benjamin Budish - Barclays Bank PLC, Research Division
Kenneth Worthington - JPMorgan Chase & Co, Research Division
Alexander Blostein - Goldman Sachs Group, Inc., Research Division
Craig Siegenthaler - BofA Securities, Research Division
Michael Brown - UBS Investment Bank, Research Division
Brennan Hawken - BMO Capital Markets Equity Research
Arnaud Giblat - BNP Paribas, Research Division
Brian Bedell - Deutsche Bank AG, Research Division
Michael Cyprys - Morgan Stanley, Research Division

Presentation

Operator

Good afternoon, and welcome to the TPG's Fourth Quarter and Full Year 2025 Earnings Conference Call.

[Operator Instructions]

Please be advised that today's call is being recorded. Please go to TPG's IR website to obtain the earnings materials.

I will now turn the call over to Gary Stein, Head of Investor Relations at TPG. Thank you. You may begin.

Gary Stein
Head of Investor Relations

Great. Thanks, operator, and welcome, everyone. Joining me today are Jon Winkelried, Chief Executive Officer; and Jack Weingart, Chief Financial Officer. In addition, our Executive Chairman and Co-Founder, Jim Coulter and our President, Todd Sisitsky, are here with us for the Q&A portion of this call. Nehal Raj is also joining us today for the Q&A session, given his role leading the Software Sector at TPG and as Co-Managing Partner of TPG Capital.

I'd like to remind you this call may include forward-looking statements that do not guarantee future events or performance. Please refer to TPG's earnings release and SEC filings for factors that could cause actual results to differ materially from these statements. TPG undertakes no obligation to revise

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, /PRNewswire/ -- Robbins LLP reminds stockholders that a class action was filed on behalf of all investors who purchased or otherwise acquired Oracle Corporation (NYSE: ORCL) common stock between June 12, 2025 and December 16, 2025. Oracle is a technology company that provides, among other things, infrastructure for operating artificial intelligence ("AI") programs.

For more information, submit a form, email attorney Aaron Dumas, Jr., or give us a call at (800) 350-6003.

The Allegations: Robbins LLP is Investigating Allegations that Oracle Corporation (ORCL) Misled Investors Regarding its Data Center Capabilities for AI Infrastructure

According to the complaint, during the class period, defendants touted its contracts to develop data center capabilities for AI infrastructure and falsely assured investors that the Company's significant capital expenditures ("CapEx") would quickly result in accelerated revenue growth. The Company simultaneously failed to disclose that its AI infrastructure strategy would result in massive increases in CapEx without equivalent, near-term growth in revenue, and that the Company's substantially increased spending created serious risks involving Oracle's debt and credit rating, free cash flow, and ability to fund its projects, among other concerns.

Plaintiff alleges a series of disclosures between September 2025 and December 2025 that caused Oracle's stock declined significantly. Finally, on December 17, 2025, Financial Times reported that Blue Owl Capital—"the primary [financial] backer for Oracle's largest data center projects in the US"—had backed out of funding a $10 billion Oracle data center intended to serve OpenAI. According to the report, Blue Owl pulled out of the deal as a result of concerns about Oracle's spending commitments and rising debt levels. On this news, the price of Oracle common stock declined $10.19 per share, or approximately 5.4%, from a close of $188.65 per share on December 16, 2025, to close at $178.46 per share on December 17, 2025.

What Now: You may be eligible to participate in the class action against Oracle Corporation. Shareholders who wish to serve as lead plaintiff for the class should contact Robbins LLP. The lead plaintiff is a representative party who acts on behalf of other class members in directing the litigation. You do not have to participate in the case to be eligible for a recovery. If you choose to take no action, you can remain an absent class member. For more information, click here.

All representation is on a contingency fee basis. Shareholders pay no fees or expenses. 

About Robbins LLP: A recognized leader in shareholder rights litigation, the attorneys and staff of Robbins LLP have been dedicated to helping shareholders recover losses, improve corporate governance structures, and hold company executives accountable for their wrongdoing since 2002. 

To be notified if a class action against Oracle Corporation settles or to receive free alerts when corporate executives engage in wrongdoing, sign up for Stock Watch today.

Attorney Advertising. Past results do not guarantee a similar outcome.

SOURCE Robbins LLP

Q2: 2026-02-05 Earnings SummaryEPS of $1.13 beats by $0.10

 |

Revenue of

$1.33B

(-0.58% Y/Y)

beats by $39.33M

Open Text Corporation (OTEX) Q2 2026 Earnings Call February 5, 2026 5:00 PM EST

Company Participants

Greg Secord - Vice-President of Investor Relations
Christopher McGourlay - Interim Chief Executive Officer
Steve Rai - Executive VP & CFO
Paul Jenkins - Executive Chair & Chief Strategy Officer

Conference Call Participants

Richard Tse - National Bank Financial, Inc., Research Division
Raimo Lenschow - Barclays Bank PLC, Research Division
Kevin Krishnaratne - Scotiabank Global Banking and Markets, Research Division
Stephanie Price - CIBC Capital Markets, Research Division
Thanos Moschopoulos - BMO Capital Markets Equity Research
Paul Treiber - RBC Capital Markets, Research Division
George Michael Kurosawa - Citigroup Inc., Research Division
David Kwan - TD Cowen, Research Division
Seth Gilbert - UBS Investment Bank, Research Division

Presentation

Operator

Thank you for standing by. This is the conference operator. Welcome to the OpenText Corporation Second Quarter Fiscal 2026 Financial Results Conference Call. [Operator Instructions] The conference is being recorded.

I would now like to turn the conference over to Mr. Greg Secord, Head of Investor Relations. Please go ahead.

Greg Secord
Vice-President of Investor Relations

Thank you, operator, and good afternoon, everyone. Welcome to OpenText's Second Quarter Fiscal 2026 Earnings Call. With me on the call today are OpenText's Executive Chair and Chief Strategy Officer, Tom Jenkins; together with James McGourlay, our Interim Chief Executive Officer; and Steve Rai, our Executive Vice President and Chief Financial Officer.

Today's call is being webcast live and recorded with a replay available shortly thereafter. Just look on the OpenText Investor Relations website at investors.opentext.com. Earlier today, we posted our press release and investor presentation online. These materials will supplement our prepared remarks and can also be accessed on the OpenText Investor Relations website.

Now turning to some upcoming investor events. OpenText will be participating in the Scotiabank Technology Media Telecommunications Conference in Toronto. It's on March 4. We look