Market Signal Briefing

NEW YORK, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of  PDD Holdings Inc. (“PDD” or the “Company”) (NASDAQ: PDD).  Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

The investigation concerns whether PDD and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. 

[Click here for information about joining the class action]

On January 19, 2026, Bloomberg reported that the Chinese government has broadened a probe into PDD, dispatching a special investigation team of over 100 regulators from various agencies, including the State Administration for Market Regulation (“SAMR”), alleging misconduct ranging from fraudulent deliveries to taxation issues. According to the Bloomberg article, the investigation was partially triggered by physical violence that had broken out between PDD employees and SAMR inspectors in the previous month. 

On this news, PDD’s American Depositary Receipt (“ADR”) price fell $2.30 per ADR, or 2.15%, to close at $104.46 per ADR on January 20, 2026.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.

Attorney advertising. Prior results do not guarantee similar outcomes.

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980

HomeDividends AnalysisDividend IdeasUtilities 

SummaryNRG Energy has dramatically outperformed NextEra Energy and the S&P 500 over the past five years.Last week, NRG received all approvals needed to close the LS Power acquisition and did exactly that last Friday.Today, I will provide an advanced peek at NRG's Q4 earnings expectations (due out on Feb. 27) and discuss the debt load taken on for the LS Power acquisition.Lastly, I will compare NRG with America's largest utility company - NextEra - to see which company might be the better performer over the coming 12 months.Conclusion: Sell NRG, Buy NEE. An engineering depiction of utility scale gas turbine blades inside energy generation machinery and the precision manufacturing required.

primeimages/iStock via Getty Images

Many investors might be surprised that a relatively low-profile utility company like NRG Energy (NRG) has not only dramatically outperformed its arguably flashier peer NextEra Energy (NEE) over the past five years (see chart below) but has also tripled

Analyst’s Disclosure: I/we have a beneficial long position in the shares of NEE, VOO, GOOG, CVX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

I am an electronics engineer, not a CFA. The information and data presented in this article were obtained from company documents and/or sources believed to be reliable, but have not been independently verified. Therefore, the author cannot guarantee their accuracy. Please do your own research and contact a qualified investment advisor. I am not responsible for the investment decisions you make.

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.

With Q4 earnings now well and truly digested, investors are watching closely to see how Tesla Inc NASDAQ: TSLA shares behave through the first week of February.

VettaFi held its 2026 Winter Symposium last week, focusing on the year that was and the year ahead. The symposium included plenty of juicy data, including from firms like Fidelity Investments. Fidelity’s Head of ETF Strategy, Craig Ebeling, joined VettaFi Head of Research Todd Rosenbluth and Director of Research Cinthia Murphy to break down the firm’s ETF market data for 2025 and speak to his views on the year to come.

See more: The Fidelity Magellan Fund: From Fund Star to ETF Contender

Ebeling’s segment, “2025 ETF Flow Trends: Key Takeaways for the New Year Ahead,” explored flow trends by categories, fee levels, and active vs. passive splits. For example, Ebeling pointed to the continued growth of active as one notable area for market watchers to explore.

“When we look at the overall market in 2025, we saw roughly 36% of the overall fund flows going towards active in the overall market,” Ebeling said. “When we look at the intermediary space, it … was a little bit over 46% of the incoming flows were active. So you’re seeing advisors kind of leading that charge of adoption of active ETFs.”

Ebeling also emphasized the amount of buying that occurred last year despite notable volatility and the broadening of the market. That broadening benefited areas like large value, international developed, and small- and midcap stocks, he said.

Fidelity Investments ETF Leader Talks 2025 Data In fixed income, meanwhile, Ebeling pointed to advisors and the broader market moving to ultra short. Advisor and intermediary spaces, however, looked more toward core passive funds and core-plus active funds. It was derivative income that offered a bit of a twist, he noted.

“A little less conviction in derivative income, which was a little surprising given the kind of demand that we’ve seen in that space,” he said. “The intermediary, advisor space, used it a little less. They were doing more traditional fixed income to kind of get that yield exposure.”

Rosenbluth asked Ebeling to dig a little deeper into the passive space and the data therein. Ebeling explained that he likes to look at the areas where passive beats active or vice versa. Low-cost, tax-efficient, large-cap core beta remained tough to beat in passive, he said. To his surprise, however, foreign large blends leaned more into passive, while foreign considerable growth leaned more to active. 

“You definitely saw a shift out of passive in small-caps,” he said. “Small-cap, small-cap blend in general, was negative in fund flows in the passive space, but was actually $17 billion positive, in active.”

ETF Fees and Flows Murphy, meanwhile, asked Ebeling to share some data regarding flows and fees. Specifically, she noted, are investors being rewarded for the traditionally higher fees charged by active strategies? 

Ebeling pointed to the firm’s survey data among advisors, noting that while fees are essential to advisors, beating the index is a higher priority. 

“When we looked at overall active flows, and this was true in the overall and in the advisor space, the sweet spot was 20 to 40 basis points,” he said. 

Some 43% of overall flows went to ETFs charging fees in that range, he said, with 46% of advisor-driven flows directed there. The second-largest bucket for overall ETF flows went to ETFs charging 61 basis points (bps) or more, he said, to his surprise. 

“That seems expensive to me, right? Especially in the ETF world, that’s a high, high number,” Ebeling explained. 

ETF Options Ahead Intriguingly, however, he said that the 61-bps-plus bucket saw the lowest percentage of advisor-driven flows, suggesting greater reluctance among advisors toward those expensive ETFs than the overall flow data suggest. 

In terms of which types of ETFs dominated in each fee bucket, Ebeling spoke to the different varieties of active and passive ETFs. Among active ETFs in that popular 20-to-40 bps range, active fixed income and systematic active ETFs have seen flows, he said.

Fidelity Investments itself offers a variety of ETFs across active and passive approaches. The firm’s ETFs, such as the Fidelity Enhanced International ETF (FENI) and the Fidelity Yield Enhanced Equity ETF (FYEE), offer passive and active approaches to international equities and fixed income, respectively. For those looking to benefit from the firm’s research capabilities, the firm’s ETFs and other offerings may appeal. 

For more news, information, and strategy, visit the ETF Investing Content Hub.

Fidelity Investments® is an independent company unaffiliated with VettaFi LLC (“VettaFi”). These articles do not form any kind of legal partnership, agency affiliation, or similar relationship between VettaFi and Fidelity Investments, nor is such a relationship created or implied by the articles herein. VettaFi LLC is the author and owner of these articles.

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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.

Netflix co-CEO Ted Sarandos is set to face questions from a Senate subcommittee about its planned purchase of Warner Bros.' streaming and studio businesses.

NEW YORK, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of  Vanda Pharmaceuticals Inc. (“Vanda” or the “Company”) (NASDAQ: VNDA).  Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

The investigation concerns whether Vanda and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. 

[Click here for information about joining the class action]

On January 8, 2026, Vanda issued a press release “announc[ing] that it has received a decision letter from the U.S. Food and Drug Administration’s (FDA) Center for Drug Evaluation and Research (CDER) concluding that the supplemental New Drug Application (sNDA) for HETLIOZ® (tasimelteon) for the treatment of jet lag disorder cannot be approved in its current form.”  The press release stated that “the FDA acknowledged positive efficacy from Vanda’s controlled clinical trials, however, the FDA concluded that these data do not provide substantial evidence of effectiveness for jet lag disorder, primarily on the grounds that controlled phase advance protocols (5-hour and 8-hour bedtime shifts) are not sufficiently analogous to actual jet travel, which according to the FDA involves additional factors such as reduced oxygen pressure, physical constraints, noise, and lighting changes.” 

On this news, Vanda’s stock price fell $1.20 per share, or 14.05%, to close at $7.34 per share on January 8, 2026.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.

Attorney advertising. Prior results do not guarantee similar outcomes.

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980

NEW YORK, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Apogee Enterprises, Inc. (“Apogee” or the “Company”) (NASDAQ: APOG). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

The investigation concerns whether Apogee and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. 

[Click here for information about joining the class action]

On January 7, 2025, Apogee reported its financial results for the third quarter of its 2026 fiscal year.  Among other items, Apogee reported $355.3 million in sales, missing the consensus estimate of $348.6 million.  Apogee’s Chief Executive Officer said that “higher aluminum, restructuring and health insurance costs” all weighed on the Company’s results. 

On this news, Apogee’s stock price fell $5.18 per share, or 13.89%, to close at $32.11 per share on January 7, 2026.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.

Attorney advertising. Prior results do not guarantee similar outcomes.   

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980

Key Takeaways AMZN targets Q4 net sales of $206-$213B, implying 10-13% growth versus the prior-year quarter.Amazon Web Services is expected to post steady revenue growth as AI infrastructure investments ramp up.AMZN's Q4 results likely reflect Prime Big Deal Days, ad-tech launches & stronger third-party seller services. Amazon (AMZN - Free Report) is scheduled to report fourth-quarter 2025 results on Feb. 5.

For the fourth quarter, the company projects net sales between $206 billion and $213 billion, suggesting 10% to 13% growth compared to the fourth quarter of 2024, with this guidance anticipating a favorable impact of approximately 190 basis points from foreign exchange rates.

The Zacks Consensus Estimate for net sales is pegged at $211.56 billion, indicating growth of 12.66% from the prior-year quarter’s reported figure.

The Zacks Consensus Estimate for fourth-quarter earnings is pegged at $1.98 per share, which indicates growth of 6.45% from the year-ago quarter.

The company has been benefiting from its dominant position in the e-commerce and cloud markets. It is also riding on strengthening generative AI capabilities.

Image Source: Zacks Investment Research

AMZN’s Earnings Surprise HistoryAmazon has an impressive earnings surprise history. In the last reported quarter, the company delivered an earnings surprise of 23.42%. The company’s earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 22.47%.

Earnings Whispers for AMZNOur proven model does not predict an earnings beat for Amazon this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.

AMZN has an Earnings ESP of -1.05% and carries a Zacks Rank #2 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

Factors Shaping AMZN’s Q4 ResultsAs Amazon is set to report its fourth-quarter 2025 earnings, multiple catalysts positioned the company for solid performance across its diversified business segments, supported by strategic initiatives in cloud computing, advertising, and e-commerce that are expected to have driven solid performance.

AWS and AI Infrastructure MomentumAmazon Web Services (“AWS”) is likely to have maintained its reacceleration trajectory in the fourth quarter after achieving 20% year-over-year growth in the third quarter to $33 billion. The Zacks consensus estimate for fourth-quarter AWS revenues indicates 21.6% year-over-year growth to $35.02 billion in the to-be-reported quarter.

The annual AWS re:Invent conference, held from Nov. 30 to Dec. 4, showcased significant innovations, including Graviton5 processors delivering 25% higher performance, Trainium3 UltraServers for AI model training, and Amazon Nova 2 foundation models. The introduction of Database Savings Plans, reducing costs by up to 35%, and AWS Transform capabilities for code modernization positioned the cloud segment favorably for enterprise adoption. This is expected to have strengthened AWS' competitive positioning in the rapidly expanding AI infrastructure market against its strong contenders like Microsoft (MSFT - Free Report) , Alphabet (GOOGL - Free Report) and Oracle (ORCL - Free Report) .

Management's investment of approximately $125 billion in capital expenditures for 2025, with expectations to increase in 2026, underscored its commitment to AI infrastructure expansion.

E-commerce and Prime Membership StrengthPrime Big Deal Days on Oct. 7-8 provided a significant catalyst for the fourth quarter, expanding to 18 countries, including new markets in Colombia, Ireland, and Mexico. The exclusive member event kicked off the holiday shopping season ahead of Black Friday, driving traffic across categories including home goods, fashion, beauty, and technology.

Third-party seller services remain a significant growth driver with Zacks estimates pegged at $52.2 billion, indicating a 10.09% year-over-year increase. The company's focus on expanding selection with premium brands and enhancing delivery capabilities positioned the segment for continued growth in the fourth quarter.

Physical Stores and Grocery ExpansionAmazon's physical retail operations are expected to show healthy growth, with the Zacks Consensus Estimate projecting physical store sales of $5.87 billion, indicating a 5.3% year-over-year increase. Amazon's physical retail operations benefited from the completion of same-day perishable grocery delivery expansion to 2,300-plus cities and towns by year-end as planned. The introduction of Amazon Now ultra-fast deliveries in 30 minutes in select areas of Seattle and Philadelphia during the quarter enhanced the convenience proposition for household essentials and fresh groceries, strengthening competitive differentiation.

Online Stores PerformanceThe online stores segment is likely to have gained traction from AI-powered shopping features, including Rufus assistant usage by 250 million customers and the Help Me Decide feature leveraging browsing activity and preferences. The expansion of Multi-Channel Fulfillment to sellers using Walmart, Shopify, and SHEIN broadened the ecosystem reach. The extended holiday return policy implemented from Nov. 1 through Dec. 31 balanced customer satisfaction with inventory management efficiency. Our consensus mark for revenues from online stores is pegged at $82.4 billion, indicating a 9.06% year-over-year increase.

Advertising InnovationThe unBoxed 2025 conference in Nashville on Nov. 11-12 introduced Campaign Manager, Ads Agent, and Creative Agent, advancing Amazon's advertising capabilities. Partnerships with Netflix, Spotify, and SiriusXM, announced in the third quarter, are likely to have contributed to fourth-quarter advertising performance. Amazon's ad-supported monthly reach exceeded 300 million consumers in the United States, providing significant scale for brand partners. Our consensus mark for revenues from advertising services is pegged at $21.2 billion, indicating a 22.6% year-over-year increase.

AMZN Price Performance & Stock ValuationShares of Amazon have gained 14.8% in the past six-month period compared with the broader Zacks  Retail-Wholesale sector and the S&P 500 index’s return of 9.1% and 13.1%, respectively.

AMZN’s 6-Month Performance
Image Source: Zacks Investment Research

Now, let’s look at the value Amazon offers investors at current levels. AMZN is trading at a premium with a forward 12-month P/S of 3.23X compared with the Zacks Internet - Commerce industry’s 2.24X, reflecting a stretched valuation.

AMZN’s P/S F12M Ratio Depicts Stretched Valuation
Image Source: Zacks Investment Research

Investment ThesisAmazon represents a compelling buy ahead of fourth-quarter 2025 results despite premium valuation and competitive pressures. AWS accelerated to 20% growth with a $200 billion backlog, while AI investments totaling $125 billion position the segment for sustained leadership. The advertising platform's 300 million consumer reach and AI-powered tools strengthen monetization capabilities. E-commerce benefits from enhanced AI shopping experiences and grocery expansion, reaching 2,300 cities. Strong holiday performance following Prime Big Deal Days and comprehensive re:Invent innovations demonstrate Amazon's diversified growth drivers across cloud computing, advertising, and retail segments, which justify investment despite elevated multiples and intense competition from technology peers.

ConclusionAmazon's diversified business model, accelerating AWS growth, and strategic AI infrastructure investments position the company for robust fourth-quarter performance. The combination of strong revenue guidance, expanded advertising capabilities, and enhanced e-commerce experiences through AI-powered tools creates multiple growth catalysts. Despite premium valuation and competitive headwinds, Amazon's comprehensive ecosystem and innovation leadership make the stock an attractive buy ahead of earnings.

By

Kara Greenberg

Kara Greenberg is a senior news editor for Investopedia, where she does work writing, editing, and assigning daily markets and investing news. Prior to joining Investopedia, Kara was a researcher and editor at The Wire. Earlier in her career, she worked in financial compliance and due diligence at Loomis, Sayles & Company, and The Bank of New York Mellon.

Published February 03, 2026

12:53 PM EST

AMD is expected to report record fourth-quarter revenue, driven by data center sales growth. Here, CEO Lisa Su is seen speaking last month at the CES consumer electronics trade show in Las Vegas. Bridget Bennett / Bloomberg / Getty Images

Key Takeaways Advanced Micro Devices is scheduled to report its quarterly results after the closing bell Tuesday, with analysts expecting record revenues from the chipmaker.Options pricing suggests traders expect AMD's stock could move about 8% in either direction in the days after its results. Advanced Micro Devices is scheduled to report earnings after the closing bell Tuesday. Traders are anticipating a big move in the chipmaker's stock.

Options pricing suggests traders expect AMD (AMD) stock could move nearly 8% in either direction by the end of this week. A shift of that size from Monday's closing price of around $246 could push the shares back to October's record highs near $265—or drag them back down to about $228.

Why This Is Significant Tuesday's results could help inject some fresh enthusiasm back into shares of AMD, which took a hit in the last few months of 2025 amid worries about an AI bubble. They've rebounded to start the new year after a string of strong signals for AI hardware makers.

Analysts at Bank of America said last month that they expect AMD's results to top Street estimates on strength from its data center segment, its largest source of revenue, as Big Tech giants continue to spend heavily on AI infrastructure.

AMD is seen reporting adjusted earnings per share of $1.34 on a nearly 27% year-over-year jump in revenue to a record $9.69 billion in the fourth quarter, driven by growth in data center sales, according to estimates collected by Visible Alpha.

Wall Street analysts lean more bullish than bearish on AMD's stock. Of the 10 analysts with current ratings compiled by Visible Alpha, seven have issued "buy" recommendations for the stock, compared to three neutral ratings. Their mean price target around $276 would suggest roughly 12% upside from Monday's close.

AMD shares, which have more than doubled over the past 12 months, were down 2% in early-afternoon trading Tuesday.

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AMD. “AMD to Report Fiscal Fourth Quarter and Full Year 2025 Financial Results.”

Bank of America. “US Semiconductors: Core Wars: INTC/AMD Preview, ARM D/G to Neutral.”

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Crypto’s Wild West used to have a cowboy problem. For much of the sector’s nascent history there were too many gunslingers and not enough sheriffs, with the digital asset space defined by its rule avoidance and a culture that prized speed over safety.

But after years of rug pulls, bankruptcies and busted idols, the cryptocurrency industry is learning that lawlessness is more a liability than it is a pre-requisite for innovation. What is happening now looks very different from the on-chain ecosystem of the 2010s, when bitcoin first launched. Since the start of 2026, a sequence of tightly scoped but consequential actions by U.S. regulators including the Securities and Exchange Commission (SEC), the Depository Trust & Clearing Corporation (DTCC), and the Office of the Comptroller of the Currency (OCC) have begun to normalize blockchain technology inside layers of the financial system.

These U.S. agencies are drawing a new map to show where digital assets can live inside existing market plumbing: how tokenized securities can settle through familiar clearing rails, how broker-dealers can custody crypto assets without breaking customer-protection rules and how banks themselves can hold, transfer and even issue blockchain-based instruments at scale.

See also: Crypto IPOs Are Getting Boring, and That’s the Point 

From Parallel Ledgers to Core Market Infrastructure In December 2025, the SEC issued a no-action letter permitting DTCC’s depository subsidiary to run a controlled, multi-year production program that tokenizes assets already custodied and settled through DTCC infrastructure. The scope is deliberately conservative: U.S. Treasuries, select large-cap equities, and index-tracking ETFs. But the implication is that tokenized representations of these instruments are being treated as legally equivalent to their traditional forms, with the same economic entitlements and settlement finality.

After all, DTCC is not a sandbox at the edge of finance; it is the backbone of U.S. post-trade processing. By authorizing tokenization within this environment, regulators are signaling that blockchain can function as an internal system upgrade rather than an external competitor.

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And firms are already taking the green light at face value. On Jan. 19, the New York Stock Exchange, part of Intercontinental Exchange, Inc., announced it was developing a platform for the trading and on-chain settlement of tokenized securities, for which it will seek regulatory approvals.

Crypto-native firms are getting into the treasury and equity management game as well, with Ripple on Jan. 28 introducing a treasury platform built atop enterprise blockchain infrastructure.

At the same time, some of the world’s payment networks used their recent earnings investors calls to detail the numbers and strategies behind stablecoins, which are becoming among the most intriguing and even divisive tokenized on-chain financial instruments.

It’s not just payment networks, either. PYMNTS and Citigroup have launched of a weekly podcast series offering corporate leaders practical guidance on stablecoins and tokenized real-world assets. “From the Block: Straight Talk on Stablecoins and Digital Assets for Corporate Leaders,” which debuted Jan. 13, will be co-hosted by PYMNTS CEO Karen Webster and Citi Global Head of Digital Assets, Treasury and Trade Solutions Ryan Rugg.

See also: Conditional Charters Pull Crypto Closer to Core of US Banking 

Custody Stops Being the Weak Link If there was one issue that consistently stalled institutional crypto adoption, it was custody. The technology promised self-sovereignty, but institutions require segregation, control, auditability and regulatory certainty.

Recent OCC and SEC guidance has begun to dismantle that barrier. Rather than inventing a bespoke cryptocurrency custody regime, the SEC, across a series of letters and speeches, has proven to be set on clarifying how existing rules apply to digital assets, especially when those assets are securities. Broker-dealers can now custody crypto asset securities either through qualifying third-party control locations or, under defined conditions, directly on-chain while still being deemed in “physical possession” of the asset.

Still, the speeches and letters are just that, and none of the guidance has been codified into law by the Senate and House. As Dan Boyle, partner at Boies Schiller Flexner, told PYMNTS’ Karen Webster in an earlier interview, crypto is not getting a get-out-of-jail-free card.

In parallel, the OCC has conditionally approved several national trust banks designed specifically to offer digital-asset services under close supervisory oversight.

See also: Stablecoin Fragmentation Creates New Risks for Businesses 

Banks Re-Enter the Crypto Picture on Their Own Terms Perhaps the clearest signal that crypto’s cowboy era is ending comes from banks themselves. For years, the relationship between banks and digital assets oscillated between caution and outright hostility. Now it is settling into something more pragmatic.

The recent guidance from federal regulators opens the door to products that have long been discussed but rarely implemented at scale: deposit tokens that move across internal blockchains, regulated stablecoins backed by bank balance sheets and tokenized assets that settle with the same confidence as traditional cash and securities. None of this looks like decentralized finance in its original sense. But it looks very much like financial infrastructure modernization.

News broke at the end of last year (Dec. 15) that J.P. Morgan Chase is reportedly deepening its blockchain efforts with its first tokenized money market fund; while on Jan. 28 of this year, Fidelity Investments announced it will launch a stablecoin called the Fidelity Digital Dollar (FIDD).

The PYMNTS Intelligence and Citi report “Chain Reaction: Regulatory Clarity as the Catalyst for Blockchain Adoption” found that blockchain’s next leap will be shaped by regulation; that evolving guidance is beginning to create the foundations for safe, scalable blockchain adoption; and that implementation challenges continue to complicate progress.

Bitcoin extended its sharp weekly decline after more than $1.5 billion in leveraged long positions were liquidated, triggering a liquidity squeeze that pushed prices down over 13% and dragged institutional flows, market participation, and media attention lower across the crypto sector.

Summary

More than $1.5 billion in leveraged long positions were liquidated in late January, accelerating Bitcoin’s decline and deepening short-term market stress. Spot Bitcoin ETFs recorded roughly $509 million in net outflows, signaling a temporary pullback by institutional investors amid risk-off conditions. Prolonged drawdowns tend to reduce public interest and media engagement, making visibility and disciplined communication harder for crypto projects during downturns. Bitcoin extended its sharp selloff this week, falling more than 13% over seven days as a wave of forced liquidations, ETF outflows, and declining leverage drained liquidity from crypto markets. The market is witnessing the most severe short-term drawdowns since late 2025.

Liquidations drive the selloff At the center of the decline was a cascade of long liquidations. Between January 29 and 31, more than $1.5 billion in leveraged long positions were wiped out, according to Coinglass data, marking the largest single-day liquidation event since November 2025. The forced selling amplified downside momentum as stop-losses were triggered and margin calls accelerated the drop.

Once key support levels break, leveraged positions are automatically closed, pushing prices lower regardless of broader market conviction. This dynamic helps explain the speed and depth of the decline, which outpaced typical spot-driven corrections.

Institutional flows turn negative Pressure on Bitcoin intensified as institutional capital retreated from regulated crypto exposure. Spot Bitcoin exchange-traded funds recorded net outflows of approximately $509 million on January 31, signaling a shift toward risk reduction among asset managers and allocators.

The recent outflows suggest that institutional participants are rotating capital away from Bitcoin, at least temporarily, amid broader risk-off sentiment and deteriorating technical conditions.

Bear markets weigh on crypto visibility and media attention Beyond price action, prolonged drawdowns tend to reshape the broader crypto information landscape. During risk-off phases, declining prices are often accompanied by falling public interest, reduced search activity, and weaker traffic across crypto-focused media.

According to the latest Outset Data Pulse report on US crypto media traffic, Outset PR identified a direct correlation between Bitcoin price dynamics and readership trends across major crypto publications. As BTC enters sustained downturns, overall traffic consistently contracts, reflecting reduced retail engagement and lower speculative appetite.

This drop in attention creates a secondary challenge for the industry: visibility becomes harder to maintain precisely when clarity matters most.

Strategic communication as a defensive asset In this environment, communication strategy becomes less about amplification and more about discipline. With fewer active market participants and shrinking media bandwidth, messaging that lacks structure or continuity is more likely to be ignored.

Outset PR highlights that during bear-market conditions, projects that maintain consistent narrative frameworks and substance-driven content rather than relying on hype tend to preserve mindshare more effectively. 

As crypto markets continue to digest the recent deleveraging cycle, visibility risks are likely to persist alongside price volatility. For Web3 projects, the ability to sustain a clear narrative through downturns may prove as important as product execution itself.

BTC technical structure remains fragile From a technical perspective, Bitcoin sits below its 100-day moving average at 93,937, which can signal counter-trend moves rather than confirmed reversals. The Momentum indicator remains deeply negative at −12,152, and the MACD at −2,120 continues to signal sell conditions, suggesting that bearish pressure has not yet fully exhausted itself.

Oversold readings can precede short-term bounces, but without a decisive reclaim of key moving averages accompanied by rising volume and improving market breadth, upside moves are likely to be corrective rather than structural.

A market in reset mode The current environment reflects a broader reset mode. Markets tend to stabilize once forced selling subsides, but sustained recoveries typically emerge only after leverage rebuilds under more conservative positioning and spot demand returns.

For now, Bitcoin appears caught between the aftershocks of a leverage-driven unwind and the absence of new capital willing to step in aggressively. Until participation recovers, volatility may remain elevated and rallies vulnerable.

Here are the latest and most important news related to Pi Network's ecosystem.

Pi Network recently tumbled to a new all-time low, coinciding with the broader market decline.

In the meantime, the project team and community members have recently announced several key updates and warnings. In the following sections, we will focus on the most important ones.

Unblocking Millions of Users Pi Network has been criticized for several reasons over the past several months, and its complex and controversial know-your-customer (KYC) procedures are among them. Numerous users (known as Pioneers) have reported that they cannot complete the required verification process and migrate to the Mainnet.

Earlier this week, the Core Team revealed that nearly 2.5 million people in certain regions will be unblocked by a new technical update, assuming they have passed the Mainnet checklist and are active in mining.

“Over 700,000 additional accounts can also soon submit KYC applications! With these updates, more people are able to participate in the Mainnet ecosystem. Pi has reached 16 million Mainnet migrated Pioneers overall, distinguishing Pi as a massive identity-verified blockchain. Complete your KYC and Mainnet Checklist steps as needed to ensure your account is prepared for the next steps,” the announcement reads.

The team further explained that the unblocking occurs in batches because different Pioneer groups face various issues. Each group requires a specific technical solution, and once deployed, the affected users will be unblocked.

The Latest Scam Alert Recently, a community member using the X handle PiNetwork DEX warned Pioneers to remain vigilant against a possible fraudulent scheme. According to the alert, an impersonation scam targets Pi Network users, specifically those who are identity holders on the Mainnet checklist.

“The Pi Network core team will never email you regarding wallet migration, nor will they ask for your passphrase. Like, share, and warn more people,” the message reads.

Pi Price Outlook Pi Network’s native token has experienced a sharp decline over the past several months, and its condition has only worsened in the past few days. Recently, it plunged to a fresh all-time low of $0.15, whereas it currently trades at around $0.16, or a 7% drop on a weekly scale.

You may also like: Bitcoin (BTC) Plunges Before the FOMC Meeting, Pi Network (PI) Soars by 15%: Market Watch PI Price, Source: CoinGecko Considering the upcoming token unlocks, there may be an additional short-term decline. Data shows that more than 215 million PI will be freed up in the next 30 days, giving investors the opportunity to offload holdings they have been waiting to receive. The average daily unlock is almost 7.2 million tokens, while the record day is February 13, when 23 million coins will be released.

Naturally, this isn’t guaranteed, but the “bullish unlocks” meme exists for a reason, and that reason is that unlocks are almost never bullish.

PI Token Unlocks, Source: CoinGecko Tags:

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Michael Saylor says that Bitcoin isn’t currency for spending, it’s ‘economic energy’ meant to be preserved for 100 years.

The Strategy chairman’s thesis is simple: you don’t sell the winner to buy the losers. While this ‘Diamond Hand’ philosophy has shifted Bitcoin from speculative toy to treasury reserve asset, it creates a massive friction point: capital inefficiency.

While Saylor advocates for indefinite holding, the broader DeFi ecosystem is starving for high-quality collateral. Right now, traders face a binary choice: leave Bitcoin gathering dust in cold storage, or risk it in a maze of bridges, wrapped tokens, and centralized custodians just to chase yield on Ethereum. (Sound familiar?)

This fragmentation is the bottleneck of the current cycle. Liquidity is trapped in silos, making cross-chain moves slow, expensive, and technically risky.
We’re seeing a shift from ‘store of value’ to ‘productive assets.’ As institutional flows stabilize, the next frontier isn’t just owning crypto; it’s using it across ecosystems without selling the bag.

This demand is fueling Layer 3 (L3) infrastructure designed to smash these barriers. Enter LiquidChain ($LIQUID), a protocol engineering a fusion of Bitcoin, Ethereum, and Solana liquidity into a single execution environment.

Breaking Down The Silos With A Unified Liquidity Layer The real risk in the DeFi landscape today isn’t price drops, it’s execution complexity. Moving value from Bitcoin to Solana usually involves multiple hops, slippage, and ‘wrapped’ assets that introduce sketchy counterparty risk. This fragmentation means billions in liquidity remain trapped on their native chains.

LiquidChain fixes this by deploying a Cross-Chain VM (Virtual Machine) that serves as a unified execution layer.

Instead of forcing users to bridge assets manually, LiquidChain’s ‘Deploy-Once Architecture’ allows developers to build applications that tap into $BTC, $ETH, and $SOL simultaneously. That’s critical for removing the friction that kills adoption.

In the LiquidChain model, you could theoretically pledge Bitcoin collateral to access Solana-speed execution or Ethereum-based DeFi protocols in a single step.
The protocol’s architecture focuses on verifiable settlement. By operating as Layer 3 infrastructure, it aggregates security from the underlying chains while offering a single interface.

If you’re a developer, this ends the headache of maintaining different codebases for different ecosystems. Instead of having to choose between Ethereum’s TVL (Total Value Locked) or Solana’s speed, LiquidChain offers a venue where they coexist.

EXPLORE UNIFIED LIQUIDITY WITH $LIQUID.

Unlocking Capital Efficiency Through Liquidity Staking Saylor’s advice to ‘never sell’ is a solid strategy, but it doesn’t solve the cash flow problem. Investors holding large caps are often asset-rich but liquidity-poor. LiquidChain tackles this through its native utility model, which centers on Liquidity Staking.

The protocol is designed to use the $LIQUID token not just for governance, but as transaction fuel powering the network. By staking liquidity, you can earn rewards derived from the economic activity passing through the Layer 3 infrastructure. It matches the ‘productive crypto’ narrative perfectly, assets generate yield without you having to sell a dime.

You can buy your $LIQUID now for $0.0135 and don’t miss the staking opportunities currently sitting at 1966%.

Plus, the platform aims to include a grant system for developers, incentivizing dApps that use this cross-chain fluidity. This ecosystem approach suggests the future of DeFi isn’t about which chain ‘wins,’ but which infrastructure connects them.

By enabling single-step execution across the industry’s three largest liquidity pools, LiquidChain positions itself as the connective tissue for the next phase of market maturity. To paraphrase an adage, it appears in crypto, it’s no longer what you have but how its connected.’

JOIN THE LIQUIDCHAIN ECOSYSTEM.

Disclaimer: This article is for informational purposes only and does not constitute financial advice. Cryptocurrency investments, including presales and new protocols, carry high risks, including the potential for total loss. Always verify smart contract audits and conduct your own due diligence.

Editorial Process for bitcoinist is centered on delivering thoroughly researched, accurate, and unbiased content. We uphold strict sourcing standards, and each page undergoes diligent review by our team of top technology experts and seasoned editors. This process ensures the integrity, relevance, and value of our content for our readers.

Bitcoin will 'massively' outperform gold over 10 years, says Pantera's Dan Morehead“I think crypto starts to become invisibly more part of everyone's lives," said Tom Lee — the two appeared on a panel together Tuesday morning at the Ondo Summit in New York. Feb 3, 2026, 4:57 p.m.

New York — Bitcoin BTC$75,886.11 may be locked in a difficult market now, but long-term investors should be looking far ahead, according to Pantera Capital CEO Dan Morehead.

“In 10 years from now, bitcoin will massively outperform gold. That’s very obvious,” Morehead said during a panel with Bitmine Immersion (BMNR) Chairman Tom Lee at the Ondo Summit in New York City on Tuesday.

STORY CONTINUES BELOW

“Paper money is being debased at 3% every year, and that’s called stable money," said Morehead. "Now, over your lifetime, that’s 90%,” he continued. “So it’s totally rational to invest in something with a fixed quantity, like gold or bitcoin.”

While Bitcoin and gold have traded in cycles, Morehead noted, investor attention tends to rotate. “Gold got way ahead, but they do alternate back and forth,” he said, adding that total ETF inflows into both assets have been roughly equal over the past few years.

An equally bullish Tom Lee threw some shade on the four-year cycle, which some believe is driving the current downturn. “I don’t think it’s a four-year cycle,” he said, citing diverging metrics like Ethereum’s ETH$2,228.67 rising activity and accelerated deleveraging that happened during October 2025's crypto crash. “That was a bigger wipeout than November 2022,” Lee argued.

Morehead also said institutional exposure to crypto remains minimal, despite recent developments such as the launch of bitcoin ETFs. “All these $100 billion alt firms have zero bitcoin or crypto, and that’s why I’m still so bullish,” he said. “You can’t have a bubble when the median holding for institutional investors… is literally 0.0.”

According to Morehead, the reasons that once kept large institutions away are disappearing. “The list of reasons to say no to crypto used to be super long… They’re pretty much all crossed off,” he said, pointing to improving custodial options and regulatory clarity.

He argued that blockchain’s 80% annual returns over 12 years and its low correlation with stocks make it a rare asset class that offers both high growth and portfolio diversification. “There’s never been a better asset class in history.”

Lee agreed that blockchain infrastructure is quietly becoming embedded in the financial system. “I think crypto starts to become invisibly more part of everyone's lives,” he said, pointing to stablecoins, tokenized assets and crypto-powered neobanks as examples. “People may actually start to use crypto without realizing they're actually using crypto.”

As for regulatory shifts, both speakers said the U.S. is at a turning point. “It is night and day to have clarity,” Morehead said. “We’re going from such an incredibly negative point to now I would call it neutral… and hopefully United States will soon be neutral.”

Looking ahead, Morehead sees multiple catalysts, including a possible “global arms race” to acquire bitcoin among both U.S. allies and adversaries. “Countries… will realize, like China, it’s super crazy to have 1,000 years of your life savings stored in an asset that [Treasury Secretary] Scott Bessent can cancel. That is crazy. It’s way smarter to buy bitcoin.”

Zcash Loses 70% of Trading Activity in Three Weeks as $200 Slide AcceleratesZcash completed a head-and-shoulders breakdown as trading activity fell nearly 70% since January.CMF turned negative and exchange reserves surged, confirming strong selling pressure from holders.Price risks further downside toward $200 unless volume and capital inflows recover decisively.Zcash price is sinking deeper into bearish territory as both price and trading activity continue to weaken. The privacy-focused token is down nearly 5% over the past 24 hours and has now fallen more than 44% over the past month.

Zcash still shows year-on-year gains of nearly 700%. Today, that rally feels distant. Selling pressure is building, trader interest is fading, and price is steadily moving toward its next major downside target near $200. With momentum weakening across multiple indicators, the market is now questioning whether a deeper decline is becoming unavoidable.

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Head-and-Shoulders Breakdown and Volume Crash Put Zcash’s $200 Target in FocusZcash’s current decline began with a clear technical breakdown in late January. On January 31, the token completed a head-and-shoulders pattern, a classic bearish formation that often signals trend reversals. Since then, the ZEC price has consistently respected the breakdown structure.

Want more token insights like this? Sign up for Editor Harsh Notariya’s Daily Crypto Newsletter here.

ZEC Price Structure: TradingViewAt the same time, trading activity has collapsed. Dune data shows that Zcash’s total centralized exchange volume peaked on January 9. On that day, the combined daily volume crossed $1.5 billion. By February 2, daily volume had dropped to around $450 million. This represents a decline of roughly 70% in just three weeks.

Zcash Trading Volume Dips: DuneSuch a sharp fall in activity signals fading trader interest. Fewer participants mean weaker liquidity and less support during sell-offs. In practice, this makes price declines easier to sustain.

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Capital Flows Turn Negative as Whale Selling Overwhelms Smart Money BuyingCapital flow indicators confirm that selling pressure remains dominant. The Chaikin Money Flow (CMF), which tracks whether money is entering or leaving an asset using price and volume, has been trending lower since late December.

CMF peaked around December 27, when Zcash was forming the “head” of its pattern. Since then, it has failed to break above its downward trendline. In early February, CMF finally slipped below the zero line, signaling that outflows are now outweighing inflows.

Capital Flows Weaken: TradingViewIn other words, more capital is leaving Zcash than entering it.

Exchange data and whale positioning reinforce this view. Over the past 24 hours, Zcash exchange reserves have surged by more than 64%.

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Rising reserves usually mean that holders are moving coins to exchanges in preparation to sell. Additionally, large holders have reduced exposure by more than 35% in recent sessions. This aligns with the declining CMF and points to increasing supply pressure.

Key Zcash Holders: NansenAgainst this backdrop, only one data point offers limited optimism. “Smart money” wallets increased their Zcash holdings by around 9% over the past 24 hours. While these traders are often well-timed, their activity remains small compared with the broader outflows.

For now, selective accumulation is being overwhelmed by widespread selling.

Zcash Price Action Shows Why Smart Money’s Bet Still Looks RiskyThe Zcash price structure reflects this imbalance clearly. Zcash has now broken below the $289 support zone.

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The next meaningful support sits near $262. Below that, the primary technical target from the head-and-shoulders pattern lies around $200. From current levels near $284, this implies a potential downside of nearly 30%.

So far, price action shows little sign of stabilizing.

Zcash Price Analysis: TradingViewIf smart money accumulation leads to a short-term bounce, Zcash would first need to reclaim $289 cleanly. A move above this level could open a path toward $317, which aligns with Fibonacci resistance and prior consolidation zones. However, even such a rebound would likely remain corrective rather than structural.

In many cases, rallies inside confirmed downtrends serve mainly to flush out short positions before declines resume. Without strong volume and capital inflows, these moves tend to fade. For the broader bearish structure to weaken meaningfully, Zcash would need to reclaim the $407 area near the right shoulder of the pattern. Until that happens, the head-and-shoulders formation remains intact.

Disclaimer

In line with the Trust Project guidelines, this price analysis article is for informational purposes only and should not be considered financial or investment advice. BeInCrypto is committed to accurate, unbiased reporting, but market conditions are subject to change without notice. Always conduct your own research and consult with a professional before making any financial decisions. Please note that our Terms and Conditions, Privacy Policy, and Disclaimers have been updated.

Chainlink price has accelerated into a major historical support zone at $9.65 after losing key value levels, placing the market at a critical inflection point where a relief bounce may develop if demand returns.

Summary

LINK accelerated lower after losing value area high near $21 Price is retesting strong August 2024 and multi-year support at $9.65 Bullish volume could fuel a relief rally toward the POC and $21 resistance Chainlink (LINK) price action has entered a decisive technical zone after an aggressive corrective move to the downside. Following the loss of key volume-based support earlier in the cycle, LINK has rapidly rotated lower and is now retesting a historically significant support level that last held firm in August 2024.

This region around $9.65 represents not only a higher-timeframe demand zone, but also an area where price has repeatedly triggered bullish reactions in the past.

Chainlink price key technical points Impulsive sell-off after losing value area high: The breakdown below $21 accelerated downside momentum. $9.65 marks multi-year and August 2024 support: Strong historical demand exists at this level. Bullish volume needed for confirmation: Any relief rally depends on renewed buyer participation. LINKUSDT (1D) Chart, Source: TradingView The current corrective phase on LINK began once the price lost acceptance below the value area high, which was situated near the $21 region.

This level previously served as a balance point between buyers and sellers, and its failure signaled a shift in control toward sellers.

Once value was lost, price transitioned from a balanced auction environment into a trending corrective move, resulting in accelerated selling pressure.

As is typical in such scenarios, LINK did not spend much time consolidating below the value area high. Instead, price moved swiftly through lower liquidity zones, targeting the next major area of historical interest.

This behavior reflects a lack of meaningful demand between $21 and the current support, reinforcing the importance of the $9.65 region as a potential stopping point for the decline.

Why the $9.65 level matters The $9.65 level stands out as a critical support zone for several reasons. First, it represents a higher-timeframe support that has been defended multiple times over the past market cycles. Each prior interaction with this region has led to a bullish response, ranging from short-term relief rallies to more sustained upside rotations.

Second, the value area low is in close confluence with this level, increasing its technical relevance. When price reaches the value area low after an impulsive move, it often signals that the market has explored the lower boundary of fair value. At this stage, two outcomes are typically observed: either strong demand enters the market, leading to mean reversion, or price fails to attract buyers and continues into deeper discount zones.

Finally, the $9.65 area carries psychological importance as a long-standing reference point for market participants. Levels with this degree of historical interaction tend to attract attention from longer-term buyers, increasing the probability of at least a temporary reaction.

Upside targets a relief rally scenario Should LINK successfully hold above $9.65 and attract sustained buying interest, the next upside targets are clearly defined. The first area of interest sits near the point of control (POC), where the highest volume has previously traded.

A move back toward the POC would represent a classic mean reversion following an impulsive sell-off.

Beyond that, the $21.07 resistance level stands out as a major higher-timeframe objective. This zone aligns closely with the previously lost value area high and would likely act as a significant test for any recovery attempt.

While a move from $9.65 to $21 would still be considered corrective within the broader structure, it would represent a substantial relief rally and a meaningful reset in market conditions.

What to expect in the coming price action From a technical, price-action, and market-structure perspective, LINK is currently at a major decision point.

The $9.65 support level has strong historical significance and has previously produced bullish reactions, giving the market a credible foundation for a relief bounce.

If bullish volume begins to flow and price consolidates above this support, a rotation toward the POC and potentially the $21.07 resistance becomes increasingly likely.

Conversely, failure to attract demand would weaken the bullish case and expose LINK to further downside risk.

For now, all eyes remain on how price behaves at this long-term support, as the next sessions are likely to determine whether LINK stages a relief rally or continues its broader corrective trend.

Ondo Summit 2026 unveils a broader onchain capital markets stack spanning equity perpetuals, real time IPO listings, and a MetaMask rollout for tokenized stocks.

Ondo Finance, a tokenized real-world asset protocol, unveiled a major expansion of its product suite at Ondo Summit 2026, launching equity perpetual futures, day-one IPO access, and a distribution partnership with MetaMask.

The rollout gives MetaMask users access to more than 200 tokenized stocks and ETFs directly inside the self-custodial wallet. The integration allows users to mint, redeem, and transfer tokenized securities with DeFi composability and peer-to-peer transferability.

Ondo also debuted Ondo Perps, a platform for perpetual futures trading on tokenized equities, ETFs, and commodities. Non-US users will be able to trade perpetual futures on US stocks and ETFs around the clock with leverage up to 20x.

The platform introduces a capital-efficient model allowing traders to use tokenized securities as collateral rather than stablecoins alone. Ondo said the approach improves execution, liquidity, and portfolio efficiency by eliminating double collateralization.

Another product unveiled was Ondo Global Listing, designed to bring US IPOs onchain the moment they begin trading. The system aims to give global investors tokenized IPO exposure on day one through permissionless, transferable listings compatible across major blockchains.

The announcements position Ondo to build a full-stack onchain capital markets platform spanning spot tokenized securities, perpetual futures, and primary market access.

TL;DR

Tokenized access: MetaMask now offers more than 200 tokenized US stocks, ETFs, and commodities through Ondo Global Markets for eligible non-US users. Unified experience: The integration expands MetaMask’s role by enabling users to manage crypto and tokenized traditional assets in one self-custodial wallet with 24/5 trading and 24/7 transfers. Jurisdiction limits: The launch is live on MetaMask Mobile but excludes regions such as the US, Canada, the EEA, China, the UK, Switzerland, Russia, and others due to regulatory restrictions.
MetaMask and Ondo Finance have launched a new integration that brings tokenized US stocks, ETFs, and commodities directly into the MetaMask mobile wallet for eligible users outside the US. The move gives non-US investors access to more than 200 tokenized securities, including major names like Tesla, Apple, and Microsoft, as well as popular ETFs such as SLV, IAU, and QQQ, all without opening a traditional brokerage account.

Tokenized US stocks and ETFs are now LIVE in MetaMask.

Markets are moving onchain, thanks to @OndoFinance. 🧵👇 pic.twitter.com/1hh979VEo6

— MetaMask 🦊 (@MetaMask) February 3, 2026

A Milestone for Tokenized Market Access Unveiled at the Ondo Global Summit, the integration marks one of the earliest examples of native access to tokenized US equities and ETFs inside a major self-custodial wallet. It reflects a broader shift in financial infrastructure as tokenization moves from early experimentation toward wider distribution. With global tokenized real-world assets surpassing $22 billion, MetaMask’s adoption signals growing demand for blockchain-based exposure to traditional markets.

For MetaMask, the launch extends its function beyond crypto asset management by offering a unified interface for both decentralized and traditional financial exposure. Consensys Founder and CEO Joe Lubin said current access to US markets still relies on legacy systems, and integrating Ondo’s tokenized assets demonstrates a more flexible model. He emphasized the value of a single self-custodial wallet where users can move between asset classes without intermediaries or losing control.

How Ondo’s Tokenized Securities Work Through MetaMask Swaps, users can acquire Ondo Global Markets tokens, known as GM tokens, using USDC on the Ethereum mainnet. These blockchain-based assets are designed to track the market value of their underlying securities, with trading available 24 hours a day, five days a week, from Sunday evening through Friday evening ET. Transfers remain available at all times, allowing users to send and receive tokens around the clock.

The integration is live today on MetaMask Mobile for eligible users in supported non-US jurisdictions. Ondo’s tokenized assets are intended for non-US investors and are subject to regional restrictions. Excluded regions include the United States, Canada, the European Economic Area, China, the United Kingdom, Switzerland, Russia, and several others listed by the companies.

Disclosure: This article does not represent investment advice. The content and materials featured on this page are for educational purposes only.

Flare launches first modular lending markets for XRP via Morpho, enabling permissionless FXRP lending.

Summary

Flare launches modular XRP lending via Morpho, enabling FXRP holders to earn yield and borrow stablecoins onchain. Mystic interface brings permissionless lending to Flare, marking a key milestone in the XRPFi ecosystem expansion. FXRP holders can now loop capital across staking, lending, and borrowing with risk-isolated modular markets on Flare. Flare today announced the launch of the first modular lending markets for XRP on the network through an integration with Morpho, a modular lending protocol with more than $10 billion in total value locked across EVM-compatible blockchains. The deployment introduces permissionless lending for FXRP on Flare, with Mystic serving as the front-end interface for Morpho on Flare to simplify access for users and curators alike.

The integration brings modular lending to Flare for the first time, marking a major milestone in the network’s XRPFi vision to transform XRP from a dormant asset into a productive source of yield, credit, and composable strategy.

Flare’s role in expanding DeFi utility for XRP holders Historically, XRP holders have had limited access to advanced DeFi strategies. Flare has been building the foundations of XRPFi through infrastructure such as FXRP, staking via Firelight, spot trading through Hyperliquid, and yield tokenization with Spectra. The addition of Morpho and Mystic extends this framework by enabling lending and borrowing use cases that retain XRP on the XRP Ledger while unlocking onchain utility.

With modular lending now live on Flare, FXRP holders can deposit assets into curated, yield-bearing vaults, use FXRP as collateral to borrow stablecoins or other supported assets, and integrate lending positions into structured strategies. These capabilities allow users to loop capital across staking, lending, and borrowing within a single ecosystem.

Morpho’s modular design differs from traditional pool-based lending protocols by isolating risk at the individual market level. Each market supports a single collateral and loan asset, with parameters such as loan-to-value ratios set at creation. Markets can be launched permissionlessly, while curated vaults allocate capital across selected markets based on defined risk and yield objectives.

Independent vaults for FXRP, FLR, and USDT0 The integration also extends Flare’s curator-led model to the lending layer. Independent curators design and manage modular lending vaults, selecting markets and configuring allocations without relying on protocol-wide governance. At launch, curators including Clearstar are offering vaults backed by assets such as FXRP, FLR, and USDT0.

To make Morpho’s infrastructure accessible on Flare, the network has been added to Mystic, a dedicated front-end that enables users to discover curated vaults, deposit assets to earn yield, and borrow against supported collateral. Mystic serves as the primary access point at launch, with additional interfaces like Morpho main app expected over time.

The launch reflects Flare’s broader strategy to support multiple lending models and give users greater choice in how they participate in onchain finance. By combining modular, curator-led lending with existing DeFi primitives, Flare continues to promote its vision of a composable XRPFi ecosystem.

Flare Network is a Layer 1 blockchain that enables digital assets like XRP to participate in decentralized finance applications. Through its smart contract infrastructure, Flare unlocks yield-generating opportunities for traditionally non-yielding assets while maintaining institutional-grade security and compliance standards.

Disclosure: This content is provided by a third party. Neither crypto.news nor the author of this article endorses any product mentioned on this page. Users should conduct their own research before taking any action related to the company.

The crypto market is violently flushing leverage right now.

Coinglass data shows that over the period from Jan 29-31, $1.5B in $BTC leveraged long positions were wiped. Bitcoin ($BTC) is retracing sharply, triggering a cascade of liquidations across major exchanges. When the market leader sneezes, altcoins usually catch a cold, often resulting in brutal double-digit drawdowns for high-beta assets.

This volatility is classic late-stage correction behavior: wipe out the over-leveraged longs to reset open interest. But market downturns are funny things. While speculative capital flees, smart money tends to rotate into infrastructure plays that actually solve ecosystem problems.

Traders are becoming increasingly sensitive to Bitcoin’s scalability limitations during these high-volatility events. When network congestion spikes during sell-offs, transaction fees explode, rendering the base layer useless for rapid capital movement. That friction creates a perfect opening for Layer 2 solutions.

Amidst the red candles, Bitcoin Hyper ($HYPER) has emerged as a statistical outlier. It’s maintaining upward momentum in its presale phase despite the broader bearish sentiment. By integrating the speed of the Solana Virtual Machine (SVM) directly onto Bitcoin’s security layer, the project is attracting capital looking for utility rather than pure speculation.

The divergence between Bitcoin’s price action and inflows into this new Layer 2 suggests investors are hedging against L1 inefficiencies. They’re betting on the infrastructure that will power the next phase of DeFi.

Integrating Solana Virtual Machine to Scale Bitcoin Layer 2 The interest in Bitcoin Hyper comes down to the ‘Scalability Trilemma.’ Bitcoin remains the gold standard for security, but its transaction throughput is notoriously slow (and expensive) during peak demand. Solana, conversely, set the standard for execution speed but lacks Bitcoin’s established trust layer. Bitcoin Hyper merges these worlds: it’s the first-ever Bitcoin Layer 2 with SVM integration.

The adorable mascot we’re sure has something to do with the appeal, but we’re fairly certain it’s the mechanics that people are buying into.

The combination of Bitcoin security and Solana speed creates a high-performance execution environment where developers can build dApps using Rust, while settlement remains anchored to Bitcoin. The project offers sub-second finality and negligible gas fees, a sharp contrast to the spiking costs currently seen on the main chain. For DeFi users, this unlocks complex smart contracts, swaps, lending protocols, and gaming dApps on Bitcoin without the prohibitive latency.

Want a more comprehensive project breakdown? Check out our ‘What is Bitcoin Hyper?‘ guide.

Analytically, this architectural approach fixes the ‘programmability gap’ that has historically held Bitcoin back. By utilizing a decentralized canonical bridge for $BTC transfers, Bitcoin Hyper allows holders to put idle capital to work. The market’s reception? It’s evident in the project’s presale performance, which continues to accelerate even as the broader market corrects.

BUY YOUR $HYPER FROM THE OFFICIAL PRESALE PAGE.

Technical Resilience: $HYPER Holds Support Amidst Market Washout While the broader market grapples with a ‘risk-off’ sentiment, $HYPER is demonstrating significant technical resilience. While major L1s have seen their support levels crumble, the $HYPER presale has maintained its structured price increases, currently sitting at $0.013675. This price stability acts as a psychological anchor for investors weary of the ‘knife-falling’ price action seen in traditional spot markets.

The project’s momentum is fueled by its modular blockchain architecture, which separates execution from settlement. By offloading the heavy lifting to the SVM while posting transaction proofs to the Bitcoin mainnet, $HYPER bypasses the congestion currently hampering other ecosystems. You may already be asking, how do you buy into the project? We’ve got you covered with our ‘How to Buy Bitcoin Hyper‘ guide.

Having raised over $31.2M even as Bitcoin’s volatility index (VIX) spikes, shows the community engagement for $HYPER remains at peak levels. This suggests that the current ‘flush’ is acting as a filter, removing tourists and leaving behind high-conviction holders who view the L2 narrative as the primary growth driver for the 2026 cycle.

Buy Your $HYPER now.

This article is for informational purposes only and does not constitute financial advice. Cryptocurrency investments, including presales and Layer 2 tokens, carry inherent risks due to market volatility. Always conduct independent research before investing.

Arthur Hayes’ decision to move 2.31 million LDO, valued at nearly $980K, into FalconX landed at a sensitive moment for Lido Dao. 

Price already traded near a key demand zone, so the transfer naturally intensified market attention. 

Large deposits often raise distribution concerns, especially when the structure leans bearish. However, Hayes has historically used prime brokers for liquidity routing, not immediate exits. 

This inflow increased the available centralized supply exactly as buyers attempted to stabilize the price near support.

Traders responded cautiously rather than emotionally. Volume did not spike aggressively, yet positioning tightened. 

As a result, this move became less about intent and more about market reaction. The transfer now tests whether demand can absorb added liquidity without triggering renewed downside pressure for Lido Dao [LDO].

LDO price leans on demand as structure stays corrective LDO continued to trade under a heavy corrective structure despite holding near demand. Price stabilized around the $0.41–$0.42 zone at press time, which has attracted buyers repeatedly. 

However, rebounds continue to fade quickly.

The $0.53 region acted as a clear lower high, while the $0.70 marked the broader breakdown level that shifted market control. 

Each recovery attempt stalls below resistance, reinforcing bearish structure.

Buyers defend demand but struggle to extend momentum. This behavior reflects hesitation, not conviction. Therefore, price remains boxed between defense and pressure. 

Until buyers reclaim higher levels with follow-through, the broader structure remains corrective. Demand may slow declines, yet it has not reversed direction.

Source: TradingView

Directional Movement Index data confirmed that sellers still dominate trend direction. The –DI held near 35, while +DI remained suppressed around 7, showing a clear imbalance. 

At the same time, ADX sat near 43, well above the 25 threshold that signals strong directional trends. 

This combination matters since strong ADX paired with elevated –DI showed that selling pressure remains organized, not random. 

Short-term stabilization does little to weaken this structure. Buyers may defend levels, but they do not control direction yet. 

Until +DI rises meaningfully and ADX cools, sellers maintain authority. Therefore, any upside attempts still face structural resistance rather than open air.

Buyers absorb supply without chasing price Spot Taker CVD revealed persistent buyer dominance beneath the surface. Despite bearish structure and added supply from the Hayes transfer, aggressive market participants continue lifting offers. 

Buyers do not wait passively.

Instead, they step in near demand, absorbing sell pressure without triggering panic. 

This behavior signals intent rather than fear. However, absorption alone does not guarantee reversal. Buyers defend levels, yet they fail to force expansion. 

As a result, the price stabilizes instead of trending. This dynamic suggests accumulation under pressure rather than capitulation. 

Therefore, the market now tests buyer endurance. Sustained taker demand must eventually overwhelm sellers, or absorption risks turn into exhaustion.

Source: CryptoQuant

LDO liquidity clusters hint at violent resolution The Binance LDO/USDT Liquidation Heatmap showed dense leverage clusters surrounding the aforementioned price.

Heavy liquidity sat above $0.43, while long exposure stacked below $0.40. These zones act like magnets during volatility spikes. 

Price was compressed between them, explaining the recent choppy movement. 

Traders hesitate, while leverage quietly rebuilds. If price pushes upward, short liquidations above $0.43 could fuel a fast squeeze. 

However, a drop below $0.40 would expose clustered long liquidations, accelerating downside. This balance keeps volatility suppressed for now. 

Nevertheless, compression rarely lasts. As liquidity thickens, the next expansion likely targets one side aggressively.

Source: CoinGlass

Conclusion  Lido Dao stood at a fragile crossroads. Arthur Hayes’ transfer increased supply, yet buyers continue absorbing pressure through aggressive taker activity. 

However, sellers still control the broader trend. With liquidity tightly stacked above and below the price, volatility appears delayed rather than resolved. 

The next decisive move will likely emerge from a liquidity sweep, not a gradual drift. Until that resolution occurs, LDO remains trapped between demand defense and structural pressure.

Final Thoughts Arthur Hayes moved 2.31 million LDO into FalconX near demand, increasing supply as price hovered around $0.41–$0.42. Liquidity clusters near $0.43 and $0.40 suggest a sharp breakout or breakdown once buyers or sellers lose control.

Bitcoin supply guide: cost-basis bands, miner stress, and ETF flow signalsBitcoin is currently trading outside a $93,000–$110,000 cost-basis band that Glassnode frames as an “overhead supply” zone.

BTC long term holder cost basis distribution heatmap (Source: Glassnode)That setup puts the next quarter’s supply story on miner cash flow and holder behavior rather than the issuance schedule. According to Glassnode’s Week On-chain W02 2026, the Short-Term Holder (STH) cost basis sits near $98,300.

That level often becomes a reference point for whether recent buyers add exposure or distribute into rebounds.

At the same time, mining markets are pricing a lean profitability regime.

The Hashrate Index roundup dated Jan. 26, 2026 put the six-month hashprice forward curve at about $33.25 per PH/s per day (about 0.00041 BTC), below the zone it has described as breakeven for many miners ($39.50) depending on operating costs and machine types.

Related CryptoSlate context: miner-stress narratives often hinge on the same profitability/difficulty loop described in Bitcoin’s hashrate continues to fall as the price spike doesn’t convince miners to turn machines back on.

This quarter’s additional variable is whether ETF flows act as a sink for tradable supply or a release valve.

SoSoValue data recorded $681 million in net outflows from spot Bitcoin ETFs in the first full trading week of 2026, in a risk-off setup tied to rate expectations and macro headlines. Last week, net flows reached -$1.3 billion, the worst week since May 2025.

For additional CryptoSlate reporting context on that same early-2026 flow regime, see Bitcoin breaking $126,000 has clear 3 year pathway but a brutal $1.3 billion exodus changes everything today.

Key takeawaysBitcoin’s issuance schedule is fixed by the protocol, with a 21 million cap and reward halvings every 210,000 blocks. Near-term “supply shocks” tend to come from tradable float and incentives, according to Blockchain.com’s supply chart.Glassnode places current overhead supply between $93,000 and $110,000, with the STH cost basis around $98,300. That range becomes a demand-absorption test for the quarter, according to Glassnode W02 2026.Hashrate and difficulty already adjusted to stress, with the 7-day SMA hashrate moving from 1,003 EH/s to 966 EH/s and difficulty falling 3.28% to 141.67T on Jan. 22, according to Hashrate Index (Jan. 26, 2026). For background, see Bitcoin hashrate hits new high of 943 EH/s as difficulty adjusted down 0.45%.Mining forwards implying roughly $39.50/PH/s/day over six months keeps attention on miner treasury management and shutdown risk. “Breakeven” depends on opex and fleet efficiency, according to Hashrate Index.ETF flow direction remains a swing factor after such a terrible month to start the year, with $1 billion in net outflows.Who this is forLong-term allocators tracking cohort supply, cost-basis bands, and maturation dynamicsSwing traders focused on the STH cost basis and overhead supply reactionsInstitutional desks monitoring ETF flow regimes and miner-driven liquidityMining and infra operators managing hashprice exposure and difficulty timingWhat to watch this quarterPrice behavior around the STH cost basis near $98,300 and regaining its place inside the $93,000–$110,000 overhead band (Glassnode W02 2026)Six-month hashprice expectations recovering to near $39.50/PH/s/day and spot hashprice divergence from the curve (Hashrate Index)Difficulty adjustment cadence following the Jan. 22, 3.28% drop to 141.67T (Hashrate Index).Venue flow mix, including Glassnode’s note that Binance and aggregate exchange flows shifted into buy-dominant regimes while Coinbase sell pressure eased (Glassnode W02 2026)Weekly spot Bitcoin ETF net flows after $1.3 billion outflows last week.Issuance basics + halving (what is fixed vs what is variable)Bitcoin’s total supply path is deterministic at the protocol layer, with a maximum of 21 million BTC and block-subsidy halvings every 210,000 blocks.

That constraint matters for long-horizon valuation and for quarter-to-quarter issuance math. New supply enters on a schedule the market can model.

The more immediate question for the next quarter is market-available supply.

That means the inventory that can reach spot venues through miner sales, holder distribution, and ETF creations or redemptions. This is where “supply shocks” often form, since the issuance curve is known while liquidity decisions are conditional.

Most quarter-scale volatility maps to the second.

Miner economics & sell pressure (why hashprice is the live supply lever)Mining acts as an elastic supply lever because miner BTC sales are one of the few structural sources of recurring distribution.

That elasticity was visible in late January. Hashrate Index reported the 7-day SMA hashrate fell from 1,003 EH/s to 966 EH/s, and network difficulty adjusted down 3.28% to 141.67T on Jan. 22.

Forward markets also imply constrained miner margins.

The same roundup reported the hashprice forward curve pricing an average of about $33.25 per PH/s per day over the next six months. Hashrate Index has separately described $39–$40/PH/s/day as near breakeven for many miners, while stressing it varies by operating costs and machine model.

A forward-looking frame for this quarter uses three conditional paths grounded in those data points:

Near-breakeven grind: If hashprice recovers near the forward-implied ~$33.25/PH/s/day, higher-cost fleets face tighter treasury conditions.That can translate into periodic hashrate dips and episodic spot selling to fund operations, according to Hashrate Index.Difficulty-driven relief: If hashrate weakens further, subsequent difficulty reductions can lift revenue per unit hash even with flat BTC price.That reduces forced selling at the margin, as the Jan. 22 adjustment illustrates.Macro-driven compression: If a broader risk-off move pressures BTC price while hashprice sits near breakeven, shutdowns can accelerate.That feeds the same difficulty-relief loop with uncertain timing.Miner balance sheet policy can shift realized sell pressure within a quarter.

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Related CryptoSlate miner-stress framing: Bitcoin faces potential miner capitulation as hash rate continues to drop.

Long-term vs short-term holders (where overhead supply actually comes from)Glassnode’s current map frames the supply overhang as a cost-basis band rather than a single price.

In Week On-chain W02 2026, it described the market as testing supply spanning approximately $93,000–$110,000, while placing the STH cost basis at $98,300.

For this quarter, that framing matters because it defines where prior buyers may use rallies to exit.

It also defines where new demand must absorb inventory to avoid renewed distribution.

Holder behavior has softened versus late 2025 without flipping into accumulation.

Glassnode said Long-Term Holder (LTH) supply continues to trend lower, while the rate of decline slowed materially compared with the distribution seen throughout Q3 and Q4 2025. It also put LTH net realized profit near 12.8k BTC per week, down from cycle peaks above 100k BTC per week.

The regime-change condition Glassnode identifies for a more durable rally is a shift where maturation supply outpaces LTH spending.

That would push LTH supply higher. In quarter terms, the overhead band can clear only if selling pressure decelerates faster than new and returning demand.

One technical caveat matters when readers compare dashboards.

Glassnode’s supply endpoints do not treat 155 days as a hard cutoff. Its cohorts use a logistic weighting centered at 155 days with a 10-day transition width.

Common myths (supply narratives that fail under measurement)Myth: The halving creates immediate scarcity in tradable supply. Issuance changes are block-based and known, while quarter-scale supply pressure is often driven by miner profitability and holder distribution decisions.Myth: 155 days is a strict boundary for LTH classification. Glassnode’s supply cohorts use a logistic weighting centered at 155 days with a 10-day transition width, which affects interpretation near inflection points.Myth: Miner capitulation is a single event. The hashrate and difficulty system can ratchet down and then normalize profitability per unit hash, as seen in the Jan. 22 difficulty reduction following a hashrate decline.Metrics dashboard (the minimum set to monitor for the next 6 months)AreaMetricCurrent reference from sourcesWhy it matters this quarterSourceProtocolSupply cap and halving cadence21M max supply, halving every 210,000 blocksAnchors issuance math, shifts focus to tradable floatBlockchain.comMiningHashrate (7-day SMA)1,003 EH/s to 966 EH/s (late Jan. 2026)Shutdown risk and miner revenue stress proxyHashrate Index (Jan. 26, 2026)MiningDifficulty adjustments-3.28% to 141.67T on Jan. 22, 2026Mechanical relief valve for miner marginsHashrate Index (Jan. 26, 2026)MiningHashprice forward curve (6 months)~$33.25/PH/s/dayFrames treasury pressure and forced-sell probabilityHashrate Index (Feb. 3, 2026)HoldersOverhead supply band~$93k to $110kDefines where prior cost basis can convert rallies into sell flowGlassnode W02 2026HoldersSTH cost basis~$98.3kConfidence threshold for recent buyers near overhead supplyGlassnode W02 2026HoldersLTH distribution pacing~12.8k BTC per week net realized profit, slower than prior peaksTracks whether distribution is fading or resuming into strengthGlassnode W02 2026LiquidityVenue flow dominanceBinance and aggregate flows buy-dominant, Coinbase sell pressure easedAbsorption capacity at overhead supply depends on routingGlassnode W02 2026ETFsWeekly net flows-$1B in first month of 2026Net outflows can return inventory to the market via redemptionsSoSoValue via reportingRed flags & invalidationAny claim that exchange balances are “down X% recently” without a current-dated dataset should be treated as invalid.“Breakeven hashprice” should remain conditional on opex and hardware, since Hashrate Index frames $39–$40/PH/s/day as near breakeven for many miners depending on those inputs.Action checklist, monitoring routineWeekly: Record ETF net flow sign and magnitude after the -$681 million outflow week, using SoSoValue-linked reporting for comparability.Each difficulty epoch: Track whether difficulty continues to fall after Jan. 22’s 3.28% reduction, and compare with hashrate direction for miner stress context.Daily/rolling: Compare spot hashprice to the six-month forward average near $33.25/PH/s/day to gauge whether miners face tightening or relief.Regime check: Track whether LTH supply remains net declining or turns up under Glassnode’s “maturation exceeds spending” condition.Price context: Observe market reactions around $98,300 and within $93,000–$110,000, since those levels map to STH and overhead supply cost basis in the current Glassnode framing.Those inputs should be tied back to the fixed Bitcoin issuance schedule.

Mentioned in this articlePosted in

DENVER, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Investment Property Exchange Services, Inc. (IPX1031), the national leader in 1031 Qualified Intermediary services, is pleased to announce the addition of Ted Breitenstein as Vice President of Business Development.

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Together, Breitenstein and Wilson will leverage their combined expertise to deliver comprehensive 1031 Exchange guidance and solutions to the IPX1031 Mountain Region and beyond.

Ted Breitenstein can be reached at (303) 242-6572, via email at [email protected] or on his webpage at www.ipx1031.com/teamCW.

About IPX1031

Investment Property Exchange Services, Inc. (IPX1031) is the largest and one of the oldest Qualified Intermediaries in the United States. As a wholly owned subsidiary of Fidelity National Financial (NYSE:FNF), a Fortune 500 company, IPX1031 provides industry leading security for exchange funds as well as extensive expertise and experience in facilitating all types of 1031 Exchanges. IPX1031’s nationwide team of industry experts, veteran attorneys and accountants is available to provide answers and guidance to clients and their legal and tax advisors. For more information about IPX1031 visit www.ipx1031.com.

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[email protected]
(760) 672-5368

Rithm (RITM - Free Report) reported $1.29 billion in revenue for the quarter ended December 2025, representing a year-over-year decline of 38.6%. EPS of $0.74 for the same period compares to $0.60 a year ago.

The reported revenue represents a surprise of +2.33% over the Zacks Consensus Estimate of $1.26 billion. With the consensus EPS estimate being $0.55, the EPS surprise was +35.36%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Rithm performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Revenues- Interest income: $500.81 million versus the two-analyst average estimate of $487.14 million. The reported number represents a year-over-year change of +2.2%.Revenues- Other revenues: $78.46 million versus $45.83 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +41.6% change.Revenues- Asset management: $359.49 million versus the two-analyst average estimate of $213.04 million. The reported number represents a year-over-year change of +38.9%.Revenues- Gain on originated residential mortgage loans, held-for-sale, net: $203.73 million versus $212.28 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +1% change.View all Key Company Metrics for Rithm here>>>

Shares of Rithm have returned -3.1% over the past month versus the Zacks S&P 500 composite's +1.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.