Market Signal Briefing

Don Nesbitt covers the energy trade and the AI trade. “AI is still going to be a major influence on markets,” he says, especially around productivity.

8.13K Followers

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in DVY over 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.

After finishing the past two years with an average annual gain of nearly 23%, the financials sector has struggled this year. With a year-to-date loss of around 9%, the cohort ranks last among the S&P 500’s 11 sectors. 

But zooming out, the companies that call the sector home have proven to be key components of buy-and-hold investors’ portfolios. 

With high-quality growth stocks increasingly difficult to identify in the market, two legacy companies operating in the global payment processing and digital payment markets continue to produce profit margins that qualify them as forever stocks.

Get Mastercard alerts:

Why Digital Payment and Payment Processors Make for Good Forever Stocks These companies have historically enjoyed higher profit margins than other industries afford due to their high-volume demand, ease of automation, and technology-driven business models that translate into low marginal costs per transaction. 

The industry is also poised for strong growth. According to industry analytics firm Grand View Research, the global payment processing solutions market, valued at nearly $48 billion in 2022, is projected to undergo a compound annual growth rate (CAGR) of 14.5% through 2030, reaching nearly $140 billion by the start of the next decade. Grand View also forecasts that the digital payment market, valued at more than $114 billion in 2024, will undergo a CAGR of 21.4% through 2030, reaching more than $361 billion.

While that degree of growth coupled with attractive gross margins could suggest the space is crowded, two of the biggest names in the industry continue to operate in a veritable duopoly, controlling over 90% of credit card and digital payments processed outside of China. With roots dating back to the mid-1900s, these companies control the digital payment and payment processing infrastructure, allowing them to dictate fees, limit competition, and maintain strikingly strong margins.

Despite companies including Block NYSE: XYZ, with its peer-to-peer payment service Cash App, and PayPal NASDAQ: PYPL, with its popular platform Venmo, looking to serve as disruptors, when it comes to forever stocks, none fit the bill better than the following two. 

Mastercard: The $450 Billion Market Cap Company Focusing on Tech Integration Since Michael Miebach took the reins at Mastercard NYSE: MA in 2021, the company’s management has maintained a focus on expanding its tech platforms, supporting cross-border commerce, and developing services that help clients reduce fraud, streamline payment flows and leverage payments data for insights. 

In doing so, Mastercard achieved record revenue and net income (a.k.a. profit) in 2025. Revenue of nearly $33 billion denoted a year-over-year (YOY) increase of more than 16%, while net income of nearly $15 billion was also good for a more than 16% YOY increase.

Overall MarketRank™99th Percentile

Analyst RatingBuy

Upside/Downside34.7% Upside

Short Interest LevelHealthy

Dividend StrengthStrong

News Sentiment1.17 Insider TradingN/A

Proj. Earnings Growth16.97%

See Full Analysis

That profitability was driven, in large part, by a 100% gross margin throughout 2025, made possible by tech integrations and a minimal cost of goods sold, resulting in the company’s quarterly gross profit consistently matching its quarterly net revenue.

For investors, that has translated into rewarding earnings per share. The last time Mastercard missed on earnings was Q3 2020 following the onset of the COVID-19 pandemic. Since then, the company has strung together 21 consecutive quarterly earnings beats. 

Most recently, the company reported Q4 2025 EPS of $4.76, marking a nearly 25% year-over-year (YOY) increase over the same quarter a year prior. Mastercard's earnings are expected to grow nearly 17% in the year ahead, from $15.91 to $18.61 per share.

At the same time, the company has been embracing trends in the broader fintech industry. Mastercard has recently shifted from a traditional payment network to an AI-driven, software-focused enterprise that focuses on enhanced security, simplified B2B transactions with virtual cards, and agentic AI tools. 

Icing the cake, Mastercard pays a dividend that while not known for its substantial yield (currently 0.69%) has increased for 13 consecutive years. The payment processing firm maintains a sustainable dividend payout ratio of 21.07%, and its annualized five-year dividend growth rate stands at 13.70%. 

Visa: Evolving and Adapting Since 1958 Visa NYSE: V features a network-based model that enables partnering banks and other financial institutions to issue branded payment products while Visa focuses on infrastructure, standards, and technology integration. 

Like Mastercard, the company is rapidly integrating fintech, focusing on AI-driven solutions and blockchain-based settlement, with the goal of transitioning from its traditional card-based transactions to more flexible, digital-first experiences by 2026.

Overall MarketRank™97th Percentile

Analyst RatingBuy

Upside/Downside27.8% Upside

Short Interest LevelHealthy

Dividend StrengthStrong

News Sentiment1.27 Insider TradingSelling Shares

Proj. Earnings Growth12.65%

See Full Analysis

That resulted in Visa also reporting record revenue and net income in 2025, with the former coming in at $40 billion—good for an 11% YOY increase—and the latter registering nearly $20 billion.

While Mastercard’s run of earnings beats is impressive, Visa has not missed on earnings once in the past 10 years. During that stretch, the company has met analyst expectations twice while beating EPS expectations 38 times. 

Much of that can be attributed to the company’s nearly 83% gross profit margin in 2025, which falls in line with its 10-year average.

Like its counterpart, Visa also pays a modest dividend that currently yields 0.87%. And like Mastercard, its dividend payout ratio is a healthy 25.14% while its annualized five-year dividend growth rate stands at 14.48%. The company has increased its payout for 17 consecutive years.  

Should You Invest $1,000 in Mastercard Right Now?Before you consider Mastercard, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Mastercard wasn't on the list.

While Mastercard currently has a Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

Just getting into the stock market? These 10 simple stocks can help beginning investors build long-term wealth without knowing options, technicals, or other advanced strategies.

Get This Free Report

Micron Technology (MU +5.08%) and Palantir Technologies (PLTR 1.65%) are two of the hottest artificial intelligence (AI) stocks. Both companies generate phenomenal revenue and earnings growth as demand for their products soars, thanks to developments in AI. And the market hasn't let that go unnoticed.

Despite the pullback in software stocks in 2026, Palantir's share price is up more than 96% over the past year and 1,990% in the last three years. And Micron shares have continued to climb in 2026, and the stock is now up 349% in the past year. The market now values Palantir at $367 billion and Micron at $452 billion as of this writing, making them two of the biggest companies in the world.

But another AI stock may be underappreciated by the market right now. And despite its market cap closer to $320 billion, I predict it'll be worth more than both Micron and Palantir by next year.

Image source: Getty Images.

These AI darlings are expensive There's no denying that both Micron and Palantir are producing excellent financial results right now. The biggest issue facing both companies is valuation.

At first blush, Micron's forward P/E ratio of 11.1 might seem like an incredible bargain. After all, the memory chipmaker is set to see earnings per share quadruple in its current fiscal year. Analysts expect even more growth next year.

But it's important to understand what's driving Micron's results. The sudden spike in earnings stems from growing demand for high-bandwidth memory (HBM) chips. As demand grows, Micron and the other memory chipmakers have reallocated capacity to meet it, but they've been slow to build new capacity.

As a result, prices for memory chips have spiked, increasing profits and margins. Price hikes might also artificially inflate demand from buyers front-running additional price increases, further exacerbating the near-term imbalance. Micron's management expects the supply constraints to remain through 2027.

Today's Change

(

5.08

%) $

20.61

Current Price

$

425.96

However, as more capacity comes online and the supply-demand equilibrium normalizes, prices will return to normal levels. With the additional expenses of its new capacity, operating expenses will remain high. Margins will compress, and earnings will decline. This is the cyclical nature of the semiconductor business, but it's especially pronounced in the commodity-like memory chip business.

Micron's P/E ratio has dropped into the low single digits at the peak of its earnings cycles. Based on historical data, investors expect the current earnings cycle to last well past 2028, even though management suggests supply will return to balance with demand by the end of next year.

Meanwhile, Palantir's forward P/E ratio of 118 and price-to-sales ratio of 90 are tough to swallow. Even though the company produced revenue growth of 70% last quarter and 56% for the full year, with improving operating margins, that valuation implies the incredible earnings growth will continue for years to come.

Analysts currently expect earnings per share growth to exceed 40% in both 2027 and 2028. But even with those lofty expectations, the stock trades for 60 times 2028 earnings forecasts. At its current valuation, a minor disappointment could send shares lower.

Today's Change

(

-1.65

%) $

-2.54

Current Price

$

150.96

As such, investors shouldn't expect the recent returns they've seen in Micron and Palantir stock to continue, given their current valuations. I predict both will trade around a $400 billion market cap by the end of 2027, if not lower. 

The AI stock that will overtake Micron and Palantir Meanwhile, another AI stock could see its valuation climb well past $400 billion by next year.

Despite a sharp sell-off in shares over the last couple of months, investors may have an incredible opportunity to buy shares of an AI cloud computing giant at an exceptional value. Alibaba (BABA +0.75%) may face competitive pressure and geopolitical risks, but its current valuation more than accounts for them. At a market cap of about $320 billion, it has significant upside from here.

Alibaba has seen its earnings drop significantly as it invests across both its retail operations and its cloud computing business. Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) decreased 78% year over year in its second quarter, which ended in September.

On the retail side, revenue grew a respectable 16% last quarter. However, earnings were pressured by its push into "quick commerce," i.e., delivering items within an hour of a customer's order. The business requires significant scale to operate profitably, and Alibaba is spending heavily to promote it to customers and bring additional vendors and brands on board.

Unit economics improved last quarter, and management says they have continued improving since September. As quick commerce becomes margin-neutral, Alibaba should see a sharp recovery in its retail profits.

Today's Change

(

0.75

%) $

1.01

Current Price

$

135.21

Meanwhile, the opportunity in cloud computing remains massive. Revenue accelerated to 34% for the cloud division last quarter, driven by growing adoption of Alibaba's AI products. AI services are growing particularly quickly, up triple digits.

To support that growth, however, Alibaba is investing heavily in AI development and training to keep attracting more customers with its Qwen models. It's also spending heavily on infrastructure to support the growing demand.

Shares of Alibaba trade for just 21 times forward earnings expectations, which is a very attractive valuation for a company expected to grow earnings per share at a solid double-digit pace over the next two years after recovering from its current investment cycle. That price more than accounts for the risk of investing in China, and I expect the multiple to expand over the next couple years, pushing Alibaba's market cap above $400 billion by next year.

HomeStock IdeasLong IdeasConsumer 

SummaryAmazon is best valued as an AI infrastructure provider, with AWS and advertising as key growth and margin drivers.Despite heavy CapEx and near-term FCF pressure, AMZN's aggressive investments are fueling long-term revenue and profit expansion, especially in cloud and AI.AWS posted 24% YoY Q4’25 growth, a 39% operating margin, and a $244B backlog, positioning it as AMZN’s future profit engine.I rate AMZN a Strong BUY, citing attractive valuation, robust growth catalysts, and a favorable risk-reward profile despite intense competition. Gilnature/iStock via Getty Images

Investment Thesis Amazon Inc. (NASDAQ: AMZN) stock is down roughly 18% from its all-time high, primarily due to investors’ concerns about the company’s high CapEx.

While AMZN is well-known for its e-commerce business and most

1.15K Followers

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in AMZN over 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.

1.73K Followers

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in REMX over 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.

Tesla CEO ​Elon Musk ‌said on Saturday ​that the ​Terafab project will ⁠launch ​in seven ​days.

Northstar Gold Corp. (CSE:NSG) CEO Brian Fowler talked with Proactive about new drill results from the company’s Cam Copper Mine, located on the Miller Copper Gold Property near Kirkland Lake, Ontario.

Fowler discussed the outcome of a recently completed seven-hole, 1,200-metre drill program designed as an infill campaign to test the down-plunge extension of the project’s Number Two Zone.

The program returned several encouraging intercepts, including 3% copper, nearly six grams per tonne gold, 23 grams per tonne silver and 0.5% molybdenum over three metres.

Fowler noted that these results came from drilling at depth, approximately 50 metres below a previous high-grade intercept, and point to stronger mineralization deeper in the system.

The company is now working on a geological model that will be provided to Micon International Limited, which will prepare a resource estimate and NI 43-101 technical report.

These results will also feed into analysis by Novamera, supporting Northstar Gold Corp’s surgical mining initiative at Cam Copper.

Proactive: Welcome back inside our Proactive newsroom. Joining me now is Brian Fowler, CEO of Northstar Gold Corp. Brian, it’s great to see you again. How are you?

Brian Fowler: I'm well thanks. Hope you're good too.

Doing very well. You and I spoke back in December when you were beginning a seven-hole drill program, essentially a definition drilling campaign. You’ve now received the results. I imagine you’re pleased with what you're seeing at the Cam Copper Mine.

Absolutely. In late December we completed a seven-hole, 1,200-metre drill program. It was an infill program testing the down-plunge extension of our Number Two Zone at the Cam Copper Mine on the Miller Copper Gold Property, about 18 kilometres southeast of Kirkland Lake. This morning we announced the drill results, and we’re very pleased with some of the high-grade intercepts encountered at depth.

That includes about 3% copper, almost six grams gold, 23 grams per tonne silver and half a percent molybdenum over three metres. That’s pretty astounding and highly unexpected, but we’ll take it.

What stands out most to you — the copper numbers, the gold numbers, or the combination?

It’s really the combination. The drilling indicates mineralogy that’s higher temperature than what we previously intercepted. Prior to this, our best intercept was 14.8% copper over 2.5 metres. This new hole was about 50 metres below that.

It indicates we’re clearly on a very fertile structure in this VMS system. The down plunge is showing excellent continuity and is actually getting larger at depth. We think we may just be tapping the core of something big.

What happens next with these results?

We’ll complete our geological model and provide that to Micon International Limited, our consortium partner in the surgical mining initiative. Micon will prepare a resource estimate and NI 43-101 technical report.

That will allow Novamera to apply its analysis and develop economic projections. It also supports our efforts to obtain a mining permit and potentially begin a surgical mining program at Cam Copper as early as next year.

Are you considering additional drilling in the Number Two Zone?

Absolutely. The system remains wide open. While we’re focused on advancing the surgical mining initiative, this intercept shows mineralization improving with depth. It suggests the potential for something larger that could eventually support more conventional underground mining.

Quotes have been lightly edited for style and clarity

1.39K Followers

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.

The author expresses only personal opinions and does not provide financial advice. The content is for informational purposes only and should not be considered as investment recommendations. The author assumes no responsibility for any investment decisions made based on this article. Always conduct your own research or consult with a financial advisor before making any investment choices. The author makes no guarantees regarding the data, and the user agrees that the author shall not be held liable for the user's use of the data.

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.

March 14, 2026 10:15 ET  | Source: Senseonics Holdings, Inc.

New data shows positive real-world impact of the world’s first and only one-year CGM, with a full year of strong patient adherence, glucometrics and hypoglycemic outcomes

Eversense 365 delivered comparable adherence and outcomes between the first and second six-month period, indicating high accuracy and performance from a single sensor across an entire year

GERMANTOWN, Md., March 14, 2026 (GLOBE NEWSWIRE) -- Senseonics, a medical technology company focused on the development, manufacturing and commercialization of long-term, implantable Continuous Glucose Monitoring (CGM) Systems for people with diabetes, today announces new data from a real-world evidence study which demonstrates the sustained performance and positive impact of Eversense 365 across the full one-year period. These findings were presented during an oral presentation entitled ‘Real-World Evaluation Of The Implantable One Year Eversense 365 CGM System’ at the 19th International Conference on Advanced Technologies & Treatments for Diabetes (ATTD), taking place on March 11-14 in Barcelona, Spain.

“The promise of a year-long CGM has now been demonstrated in the real world,” said Francine Kaufman, M.D., Chief Medical Officer at Senseonics. “Since Eversense 365 was launched in the US, we have consistently heard positive feedback about the system and its impact from both patients and their healthcare providers. Today, we have presented real-world evidence that further validates our belief in this technology and what we are hearing from the diabetes community. The data demonstrate that Eversense 365 can perform exceptionally well and consistently across its entire lifespan, with strong adherence supporting a full year of positive glycemic outcomes with just one sensor.”

Strong adherence and positive outcomes
The study evaluated the first 5,059 real-world Eversense 365 CGM sensors to be used by patients in the US, all with open-loop insulin regimens. The analysis revealed strong patient adherence, glucometrics and hypoglycemic outcomes, demonstrating how Eversense 365 can support effective management of diabetes over a full one-year period with just one implantable CGM sensor.

Patients using Eversense 365 had an average transmitter wear time of 93.8%, with comparable results for the first and second six-month periods, indicating a year of consistent and meaningful system use. This resulted in a mean Glucose Management Indicator (GMI) of 7.14% and a mean Time in Range (TIR) of 66%, demonstrating effective glycemic control. GMI is an established metric that provides an estimated A1C using only CGM data, with a lower value indicating better management and reduced health risks. GMI is often used alongside TIR to provide a more complete picture of glycemic control.

Furthermore, over 75% of users of the implanted, year-long CGM system achieved hypoglycemic targets, reinforcing that Eversense 365 is the most accurate CGM in low glucose ranges1,2,3, where errors can have the greatest impact on patient safety and treatment decisions. The real-world analysis also showed that glucometrics and hypoglycemic outcomes were comparable for both the first six months and second six months of wear

Specific age group benefits
Additionally, analysis by age revealed that Eversense 365 supported positive glucometrics and outcomes across all age groups. However, glycemic outcomes were seen to improve with increasing age, with the >65 year-old population achieving a mean GMI of 6.99% and a mean TIR of over 70%, with over 85% achieving hypoglycemic targets. The trend was also observed with adherence, with over 95% average wear time in those 65 years and older. This suggests that, whilst all age groups can benefit from Eversense 365, there may be particular benefits and positive outcomes in older populations.

Furthermore, the analysis suggested that Eversense 365 could bring specific benefits to young adults (aged 18-25), who typically have poorer glycemic control. Encouragingly, this age group had a mean GMI of 7.3% with a mean wear time over 90%, which again demonstrates strong adherence.

Encouraging early analysis of AID combination
Two weeks after the commercial launch of the twiist™ Automated Insulin Delivery (AID) system with Eversense 365, real-world data was also analyzed from the first ~120 people who had used the combined system for more than seven days. The glucose outcomes were extremely encouraging with a mean GMI of 6.79%, mean TIR of 77% and time in hypoglycemia of 2.7%, all meeting the international consensus targets. twiist is the first AID system to be compatible with Eversense 365 and, whilst still in the early stages, the initial data analysis suggests that this powerful combination is already having a positive clinical impact. Senseonics plans to present a longer-term real-world analysis later this year.

Brian Hansen, Chief Commercial Officer at Senseonics, added: “We are proud to present these data at ATTD, which is always a fantastic opportunity to connect with the diabetes ecosystem and discuss the latest developments in technology and care. The meeting is particularly timely for us this year following the recent CE mark approval and upcoming launch of Eversense 365 in select European markets. We are gaining momentum commercially in the US and look forward to bringing the benefits of this unique, implantable CGM to new patients and geographies.”

Eversense 365 is the world’s first and only one year CGM, which was approved by the United States Food and Drug Administration in September of 2024 and launched across the country in October of the same year. In January 2026, Eversense 365 received European CE Mark approval and Senseonics expects to launch Eversense 365 in Germany, Italy, Spain and Sweden in the coming months.

As the only implantable CGM available, Eversense 365 offers patients a truly differentiated CGM experience, providing one year of exceptionally accurate monitoring with minimal interruptions. Eversense 365’s unique approach allows people to overcome common frustrations and interruptions experienced with traditional, short-term CGMs, so that patients can focus on managing their diabetes and not their CGM.

1 Senseonics. (2026) Eversense 365 Continuous Glucose Monitoring System User Guide. LBL-7702-01-001
2 Abbott. (2024) Freestyle Libre 3 PLUS User Guide ART49385-001
3 Dexcom (2025) G7 15 Day User Guide AW00078-10 MT-00078-10

About Eversense

Eversense 365 is developed by Senseonics and, as the only implantable CGM available, offers patients a truly differentiated CGM experience, providing One Year of exceptionally accurate monitoring with minimal interruptions. It benefits endocrinologists and care teams by offering their patients confidence in decision making, long-term peace of mind and enhanced quality of life with just one CGM. The unique approach also allows people to overcome common frustrations and interruptions experienced with traditional, short-term CGMs, so that patients can focus on managing their diabetes and not their CGM.

The Eversense® Continuous Glucose Monitoring (CGM) Systems are indicated for continually measuring glucose levels for up to 365 days for Eversense® 365 and 180 days for Eversense® E3 in persons with diabetes age 18 and older. The systems are indicated for use to replace fingerstick blood glucose (BG) measurements for diabetes treatment decisions. Fingerstick BG measurements are still required for calibration primarily one time per week after day 14 for Eversense® 365 and one time per day after day 21 for Eversense® E3, and when symptoms do not match CGM information or when taking medications of the tetracycline class. The sensor insertion and removal procedures are performed by a health care provider. The Eversense CGM Systems are prescription devices; patients should talk to their health care provider to learn more. For important safety information, see https://www.eversensediabetes.com/safety-info/.

About Senseonics
Senseonics Holdings, Inc. ("Senseonics") is a medical technology company focused on the development, manufacturing and commercialization of glucose monitoring products designed to transform lives in the global diabetes community with differentiated, long-term implantable glucose management technology. Senseonics' CGM system Eversense® 365 and Eversense® E3 include a small sensor inserted completely under the skin that communicates with a smart transmitter worn over the sensor. The glucose data are automatically sent every 5 minutes to a mobile app on the user's smartphone.

Senseonics Media Contact

Tim Stamper
FTI Consulting
[email protected] / [email protected]

Senseonics Investor Contact

Jeremy Feffer
LifeSci Advisors
[email protected]

125.52K Followers

Analyst’s Disclosure: I/we have a beneficial long position in the shares of AGNC, RVT 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.

Beyond Saving, Philip Mause, and Hidden Opportunities, all are supporting contributors for High Dividend Opportunities. Any recommendation posted in this article is not indefinite. We closely monitor all of our positions. We issue Buy and Sell alerts on our recommendations, which are exclusive to our members.

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.

270 Followers

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

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

15.44K Followers

Analyst’s Disclosure: I/we have a beneficial long position in the shares of AMZN, GOOG 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.

The analysis is provided exclusively for informational purposes and should not be considered professional investment advice. Before investing, please conduct personal in-depth research and utmost due diligence, as there are many risks associated with the trade, including capital loss.

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.

Bitcoin peaked at $126,230 on October 6. It has been falling for 159 days since. To most holders, that feels like an eternity. To anyone who has looked at the historical data, it barely registers.

CryptoQuant analyst Darkfost laid out the numbers. In the 2017 cycle, it took 1,180 days before Bitcoin reached a new all-time high. In 2021, it was 1,093 days. In 2025, that compressed to 849 days. The current correction sits at 159 days. By every prior measure, this is early.

The Cycle Is Getting Shorter, But 2025 Already Broke the RulesThe data shows a clear pattern: the time between Bitcoin all-time highs is shrinking with each cycle. But 2025 did something no previous cycle had done. It produced a new ATH before a halving, not after.

Darkfost attributes this directly to the launch of spot Bitcoin ETFs in January 2024. That single structural change pulled institutional capital into Bitcoin in a way that disrupted the halving-led cyclicality the market had relied on for over a decade.

His view on the halving itself is worth noting.

“I do not think the halving itself is the main driver behind the creation of a new ATH,” Darkfost wrote. “The end of bear market trends are usually already well advanced before the halving occurs.”

The halving still matters, he argues, but through its long-term effect of reducing miner sell pressure, not as the trigger most people treat it as.

Also Read: Bitcoin ETF Inflows Hit $767M in 5 Days: Why Isn’t the BTC Price Moving?

The Rule Change That Could Be Bigger Than the ETFWhile the cycle debate plays out on-chain, a regulatory shift is building in Washington that Coinbureau CEO Nic says deserves serious attention.

Under current Basel rules, Bitcoin carries a 1,250% risk weight – meaning banks must hold capital equivalent to their entire BTC exposure. As Nic put it, that makes it “almost impossible for banks to offer services around BTC.”

The Fed announced this week that a proposal is coming on how these Basel rules will be implemented in the US, opening a 90-day public comment window. The proposal is not specifically a Bitcoin rewrite – it covers broader capital standards for the largest banks. But the comment window creates a direct opening to challenge Bitcoin’s treatment.

“If Bitcoin’s treatment improves even slightly,” Nic wrote, “it could open the door for banks to finally integrate BTC into the financial system. That’s a huge potential liquidity unlock.”

Spot ETFs changed the cycle in 2024. If Basel changes, banks could be the next structural catalyst. At 159 days into this correction, that timing matters.

Bitcoin is currently trading at $70,689, down 2.37% on the day.

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.

Sponsored and Advertisements:Sponsored content and affiliate links may appear on our site. Advertisements are marked clearly, and our editorial content remains entirely independent from our ad partners.

Bitcoin [BTC] Supply on Exchanges has continued to fall lately, reinforcing a broader structural shift towards long-term holding.

In fact, according to Santiment, only about 5.8% of Bitcoin’s total supply remains on exchanges right now – The lowest level since November 2017 when BTC was valued at close to $16,400.

Source: Santiment/ X Earlier in the cycle, exchange balances exceeded 3 million BTC around 2018, reflecting higher trading liquidity and more frequent market rotation. As time progressed, however, reserves gradually trended south as investors increasingly moved coins into self-custody.

Meanwhile, Bitcoin advanced through multiple market cycles, including the rally that pushed prices towards $69,000 in 2021.

At the same time, exchange balances continued to fall, with the same currently sitting at 2.43 million BTC. Such a steady contraction is symbolic of a tightening liquid supply environment.

Source: CoinGlass In that context, fewer coins remain readily available for immediate selling. All while the migration towards cold storage signals stronger holder conviction and a market increasingly shaped by long-term accumulation dynamics.

Institutional capital deepens Bitcoin’s supply compression Bitcoin’s declining exchange supply has already signaled tightening liquidity. Institutional flows simply deepen that trend though. In fact, since January 2024, Spot Bitcoin ETFs have attracted approximately $56 billion in cumulative inflows, according to Farside data.

With Bitcoin trading near $71,000 at press time, even modest inflows remove hundreds of BTC from circulation. Daily demand often surpasses the fixed 450 BTC miner issuance, steadily tightening available supply.

According to CryptoQuant, ETF custodians now hold about 1.3 million BTC, roughly 6.7% of the circulating supply – Underscoring sustained institutional accumulation.

Source: CryptoQuant On-chain behavior seemed to be complementing this trend too.

Long-Term Holder supply stands near 14.43 million BTC, close to cycle highs, while dormant bands from six to twelve months have continued to expand. Such conviction historically compresses liquid inventory, creating scarcity conditions that often precede strong Bitcoin rallies.

Shrinking float raises Bitcoin’s price sensitivity Tightening exchange supply and steady ETF demand have already reduced available Bitcoin liquidity, and order-book dynamics now reflect that shift. Kaiko data revealed 1% market depth, with BTC hitting record highs across major venues. U.S exchanges such as Coinbase and Kraken dominate this liquidity expansion. Bid and ask liquidity within the 0.1–1% range has steadily increased too.

Even so, thinner spot supply raises price sensitivity as large buy orders now move markets more easily. Reduced exchange balances mean fewer coins absorb aggressive demand. At the same time, post-halving issuance remains capped near 450 BTC per day.

Also, according to CryptoQuant, the Miners’ Position Index had a reading of –0.93 at press time – Evidence of restrained selling pressure.

ETF inflows have continued to absorb both new issuance and circulating supply so far. In such a setting, compressed liquidity and steady institutional accumulation could gradually create conditions that historically precede accelerated Bitcoin price rallies.

Final Summary Bitcoin [BTC] exchange reserves falling to 2.43 million BTC while ETFs hold 1.3 million BTC highlights a tightening liquid supply that increasingly favors long-term accumulation dynamics. Bitcoin demand from Spot ETFs absorbing 450 BTC daily issuance alongside restrained miner selling raises price sensitivity, strengthening conditions for supply-driven rallies.

It's time to go bargain hunting in the crypto market. Many top cryptocurrencies -- including both Bitcoin (BTC 2.71%) and Ethereum (ETH 3.35%) -- are down 25% or more in 2026. Even with this discount, though, they still trade at sky-high prices.

I've found three dirt cheap cryptos that are worth a closer look. All three are trading for less than $1.50, making it possible to load up on them with just $100.

1. XRP First up is XRP (XRP 3.13%), which is trading for a bargain price of just $1.36. That's a more than 60% discount from its 52-week high of $3.65. While XRP has certainly taken a beating over the past six months, there's still plenty to be optimistic about for the world's fifth-largest cryptocurrency.

Today's Change

(

-3.13

%) $

-0.04

Current Price

$

1.39

I'm particularly focused on the new five-year plan for XRP, which focuses on blockchain utility and institutional adoption. According to Brad Garlinghouse, CEO of Ripple (the company behind the XRP token), XRP is already well on its way to mainstream adoption, thanks to newfound regulatory clarity, but investors will need to be patient.

Unlike other cryptocurrencies, XRP offers proven utility. By 2031, Garlinghouse expects the XRP blockchain to handle "a significant double-digit percentage" of the $156 trillion cross-border payment market. He also expects XRP to provide much-needed liquidity for institutional investors. That's going to boost future demand for the XRP token and could lead to it soaring in price.

2. Ondo Next up is Ondo (ONDO 4.77%), one of the top real-world asset (RWA) coins in the world. With a market cap of $1.25 billion, it currently ranks as the 50th largest cryptocurrency.

Image source: Getty Images.

The good news is that Ondo is dirt cheap right now, trading at a price of just $0.25. It's down 27% in 2026 and now trades at an incredible 88% discount to its all-time high of $2 from December 2024. If real-world asset tokenization ever becomes a multitrillion-dollar industry, as many now predict, Ondo could go along for the ride.

3. Kite The most speculative of the dirt cheap cryptos is Kite (KITE +0.00%), an artificial intelligence (AI) crypto ranked No. 77 in the world by market cap. It started trading in November 2025 and is already up a head-spinning 224% in 2026.

Kite bills itself as "the first AI payment blockchain," and that's what makes it so enticing from a long-term price perspective. Artificial intelligence is arguably the single biggest investment thesis in the world right now, and Kite is the first-ever purpose-built blockchain for AI agents.

Important caveats for investors Just keep in mind: Not all "dirt cheap" coins are worth a second look, and that especially applies to meme coins. If you're going to pick a cheap coin, find one with a strong investment thesis behind it.

Moreover, these cryptocurrencies are "dirt cheap" for a reason. They are risky, volatile, and highly speculative. They could explode in value, or they could plummet all the way to zero.

So remember to keep a long-term perspective. If you can hold them for five years or longer, you might be surprised at how much higher they might go.

Dominic Basulto has positions in Bitcoin, Ethereum, Ondo, and XRP. The Motley Fool has positions in and recommends Bitcoin, Ethereum, Ondo, and XRP. The Motley Fool has a disclosure policy.

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

Dogecoin (DOGE), the king of meme coins, has printed an unusual liquidation as short position sellers disappeared. CoinGlass data reveals that short traders were not forcibly liquidated in the midst of price movement in the crypto space.

Did recent DOGE rally discourage bearish bets?Notably, for Dogecoin to print $0 in short liquidations in an hour, it implies that most traders were betting long on the meme coin and bullish on the price. It could also mean that the volume of short traders was not significant enough to produce liquidations on the heat map.

Dogecoin short sellers may have reported $0 in short positions because they were pressured to close their positions manually. That is, before it could hit liquidation levels, these traders closed, leading to losses in market fees, buys and slippage.

Dogecoin’s price performance in the last seven days provides insight into the zero-dollar liquidation. The king of meme coins had been on an upward climb, rising over 4.35% within the period. This positive sentiment may have led to fewer short bets.

However, following the market-wide pullback, DOGE has slipped more than the broader crypto market. As of this writing, Dogecoin changed hands at $0.09429, which represents a 4.61% decline in the last 24 hours.

You Might Also Like

The price decline was triggered by rejection at DOGE’s resistance level and amplified by Bitcoin’s slip. Despite this, volume remains up by 27.84% at $1.81 billion.

Can Dogecoin rally to $0.10?Interestingly, at the start of the trading week, Dogecoin soared to 87% in volume after it formed a golden cross.

The technical signal inspired more engagement from market participants as users anticipated a rebound for the meme coin.

It remains to be seen if DOGE can show resilience and break through barriers limiting it from retesting the $0.10 price level. If Bitcoin, to which DOGE is coupled, recovers, it might support the meme coin’s rebound journey.

📊
No votes yet – Be the first to vote

US Bitcoin ETFs just wrapped up their hottest streak of 2026. The funds grabbed roughly $767 million over five straight days, marking the first sustained rally this year as investors pile into crypto through regulated channels.

The money started flowing March 9 and didn’t stop until March 13. ProShares and VanEck, two big names in the Bitcoin ETF game, watched cash pour in day after day. Investors seem pretty eager to get Bitcoin exposure without buying the actual coins. March 9 alone brought in more than $150 million, and each day after that added more fuel to the fire.

Bitcoin’s price stayed relatively calm during the streak.

That stability probably helped draw more money in. People like their investments predictable, especially when dealing with crypto. ETFs give folks a way to play Bitcoin without dealing with digital wallets or exchange headaches. Industry watchers think broader economic jitters might be pushing investors toward alternatives like Bitcoin ETFs.

Traditional markets have been all over the place lately. Macroeconomic conditions keep shifting, and portfolio managers are scrambling to diversify. Bitcoin ETFs offer a middle ground between boring bonds and wild crypto speculation. Coinbase and Binance both saw trading volumes spike during the ETF rally, though it’s unclear how much one influenced the other.

Regulatory clarity helped too.

The SEC’s recent comments on crypto rules probably made institutional investors feel safer about jumping in. But future regulatory moves could easily flip this trend upside down. Market pros point to big institutions as the real drivers behind these inflows.

These aren’t day traders throwing lunch money at Bitcoin. We’re talking serious asset managers with diversification mandates. Their involvement signals the market’s growing up, even if volatility still scares plenty of people away. Sharp price swings remain a constant threat to ETF performance.

The $767 million influx shows real commitment from investors. Whether this enthusiasm lasts depends on what happens next with regulations and market conditions. Neither ProShares nor VanEck responded to requests for comment about how the streak affected their funds. Related coverage: Bitcoin Futures Hit Five Times Spot.

Grayscale Investments reported increased interest in its Bitcoin Trust on March 12. The trust isn’t technically an ETF, but it serves as a decent gauge for institutional appetite. Grayscale said inquiries jumped from investors wanting alternatives to direct Bitcoin purchases. Galaxy Digital’s Mike Novogratz noticed similar client engagement patterns.

“The recent ETF inflows are a clear signal of shifting investor sentiment,” Novogratz said March 13. He stressed how regulated vehicles provide security for cautious investors who want crypto exposure without the technical hassles.

The Chicago Mercantile Exchange saw parallel action in Bitcoin futures. March 11 brought a notable spike in CME activity, with futures contracts hitting elevated volumes. Investors aren’t just buying ETFs – they’re exploring derivatives for hedging and speculation too.

Bitcoin hovered around $25,000 during the five-day window. That price level probably looked attractive to investors balancing value against future upside potential. BlackRock observed increased interest in its crypto offerings March 10, even though the firm doesn’t currently offer a spot Bitcoin ETF.

BlackRock representatives noted more inquiries from institutional clients. The company’s been exploring ways to expand digital asset services, and this interest surge fits that broader push. Fidelity Investments reported similar trends March 11 through its digital asset division.

Client engagement picked up as investors tried understanding the ETF inflow implications. Fidelity’s spokesperson said this aligns with growing acceptance of digital currencies in traditional portfolios. The Nasdaq Stock Market recorded surging trading volumes March 13 for listed Bitcoin ETF products. More on this topic: Bitcoin Hits ,000 as Iran Tensions.

Trading volumes for certain ETFs hit their highest levels in months. Retail investors seem increasingly comfortable viewing Bitcoin ETFs as crypto entry points rather than risky bets. Nasdaq’s data backs up this shift toward mainstream acceptance.

Ark Invest’s Cathie Wood commented March 14 on the investment products’ potential. She thinks sustained inflows could signal Bitcoin’s evolution from speculation to legitimate investment option. The five-day streak certainly supports that theory.

But challenges remain ahead. Bitcoin’s notorious volatility hasn’t disappeared just because ETFs are popular. Sudden market shifts could derail future performance and scare away the same investors who just piled in. Regulatory changes pose another wild card that could flip sentiment overnight.

The Federal Reserve’s monetary policy stance during this period also played a crucial role in driving ETF demand. With interest rates remaining elevated and inflation concerns lingering, many portfolio managers viewed Bitcoin ETFs as portfolio diversifiers against traditional asset classes. Goldman Sachs analysts noted March 12 that institutional clients increased crypto allocation inquiries by 40% compared to February levels.

International markets showed similar patterns during the streak. European Bitcoin ETPs (Exchange Traded Products) listed in London and Frankfurt experienced parallel inflows totaling approximately €180 million across the same timeframe. WisdomTree and 21Shares, major European crypto product providers, reported their strongest weekly performance since late 2025. Canadian Bitcoin ETFs also benefited, with Purpose Investments seeing renewed interest from cross-border institutional flows.

Post Views: 1

One company spent $1.28 billion buying nearly 18,000 BTC in seven days. At its current pace, it is on track to hold more Bitcoin than the person who created it.

Strategy now holds 738,731 BTC, acquired at a total cost of around $56 billion. According to Lark Davis, Strategy sits among the four largest Bitcoin holders globally, alongside Satoshi Nakamoto, BlackRock, and Coinbase.

The Machine Doesn’t StopStrategy’s most recent reported purchase, its 102nd overall, was filed on March 9 – 17,994 BTC for $1.277 billion at an average price of $70,946. The funding engine behind it is STRC – Strategy’s Variable Rate Series A Perpetual Stretch Preferred Stock – a preferred share product that generates capital the company converts directly into Bitcoin.

According to entrepreneur and Bitcoin investor Lark Davis, STRC is powering accumulation of around 1,940 BTC per day, surging to roughly 5,700 BTC on peak record days.

Also Read: Bitcoin Price Has Been Correcting for 159 Days, But Is That Really a Problem?

Satoshi Is in the CrosshairsSatoshi Nakamoto’s estimated holdings sit at approximately 1.1 million BTC – coins mined between 2009 and 2010 that have never moved. They represent the single largest known concentration of Bitcoin in existence.

At the current pace, Lark Davis projects Strategy could realistically surpass Satoshi’s estimated holdings by March 2027. Strategy currently needs roughly 361,000 more BTC to close that gap.

At 1,940 BTC per day, it is a realistic belief.

What It Actually Means for Bitcoin’s SupplySatoshi’s coins have sat untouched for over 15 years. Most analysts treat them as permanently removed from circulation. If Strategy surpasses that figure, it would become the single largest active holder of Bitcoin – meaning the largest concentration of BTC that could theoretically move markets would sit inside one publicly traded company.

Strategy’s 738,731 BTC already represents over 3.5% of Bitcoin’s total 21 million supply. If it reaches 1.1 million, that figure climbs to over 5%. For an asset whose entire value proposition rests on scarcity and decentralisation, the concentration question is one the market will eventually have to answer.

That is not a criticism of Strategy’s thesis. It is simply what the numbers mean at scale.

Bitcoin is currently trading at $70,713, down 2.34% on the day.

This Might Interest You: When Will Bitcoin Bottom Out? On-Chain Data Has a Surprising Answer

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.

Sponsored and Advertisements:Sponsored content and affiliate links may appear on our site. Advertisements are marked clearly, and our editorial content remains entirely independent from our ad partners.

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

XRP's price is shaped by a combination of market factors, sentiment and network fundamentals, some of which directly impact its price and some indirectly.

This conversation on X stemmed from an earlier discussion that sought to deduce the impact of token burning on the price.

XRP burns tokens systematically, unlike massive burns carried out at once or at periodic times. Transaction fees are systematically burned on XRP Ledger, reducing the total supply of 100 billion XRP.

HOT Stories

Since XRP Ledger’s inception, about 14,303,916 XRP, according to XRPScan data, has been burned. This low burn rate might be attributed to the relatively low transaction fees on the network.

In a response to an X user who speculated that a large burn in the case of XRP might boost its price, Ripple CTO Emeritus explained the potential impact using an XLM analogy. In November 2019, Stellar (XLM) burned 50% of its total supply, which had an indirect impact as its price briefly rose in the aftermath.

You Might Also Like

As expected, Schwartz's observation came forward as a blunt truth, which did not sit well with some members of the crypto community.

In a tongue-in-cheek response, an X user claimed Ripple USD (RLUSD), real-world assets (RWAs) and bridging with XRP provide no real price benefit to XRP.

Schwartz responded, saying that these three things could sometimes have massive indirect impact on the XRP price, but there might be no benefit from their direct impact.

No benefit from their direct impact. But I think those things can sometimes have massive indirect impacts.

— David 'JoelKatz' Schwartz (@JoelKatz) March 13, 2026 "No benefit from their direct impact. But I think those things can sometimes have massive indirect impacts," Schwartz answered.

XRP price in tight squeezeSince March 10, XRP has traded sideways in a tighter range, with the price trading between $1.36 and $1.45.

You Might Also Like

Volatility indicators are squeezing. Bollinger Bands on the daily chart have tightened; this pattern often precedes a larger directional move once liquidity returns.

At the time of writing, XRP was down 2.94% in the last 24 hours as the broader market faced a drop early Saturday.

Meanwhile, daily transactions are on the rise. According to Evernorth, XRP transactions have nearly tripled, nearing 3 million per day as of this week, up from nearly 1 million per day in mid-2025.

Large Ethereum holders have withdrawn more than 39,700 ETH worth roughly $75M from major exchanges. This is indicative of aggressive accumulation across the market. 

Data from multiple transactions highlighted whales removing 9,220 ETH from OKX and Bybit, 5,000 ETH from Gemini, and 2,508 ETH from Binance. All while institutional wallets linked to Cumberland pulled 23,000 ETH valued at around $50.1M from Binance and Coinbase. 

Such large withdrawals typically reduce available exchange supply while alluding to longer-term positioning by major players. At the time of writing, Ethereum was trading near $2,089, with large holders continuing to transfer coins into private wallets. 

With exchange reserves falling and institutional wallets expanding their balances, this accumulation wave raises a key question – Can tightening supply conditions support Ethereum’s next recovery phase?

Ethereum steadies itself after sharp market decline The world’s largest altcoin stabilized after its aggressive sell-off, with ETH holding on to a consolidation range between $1,807 and $2,152. With a press time price of $2,089, the market seemed to be positioned close to its mid-range resistance. 

Previous downside pressure pushed ETH through several support zones before buyers began defending the $1,807-zone, creating a short-term base. However, recovery attempts continued to face resistance near the $2,152-level. This level previously acted as a breakdown point during the decline. Right now, this zone represents the first structural hurdle for buyers attempting to regain control.

As Ethereum trades sideways, traders need to monitor whether the market can gradually reclaim lost ground or not. Especially since failure to sustain support could keep the broader consolidation structure intact.

At the time of writing, several technical indicators seemed to be hinting at stronger bullish pressure, despite the broader downtrend. 

The Stochastic RSI, for instance, surged to 97.97 and 90.52, signaling extremely elevated buying activity following Ethereum’s stabilization phase. Such readings typically appear when strong demand is in the offing. 

Similarly, the Parabolic SAR flipped below the price near $1,965 – A sign that short-term trend pressure has shifted towards buyers. 

When both indicators align in this way, traders often interpret the structure as an early sign of a potential recovery attempt. 

Source: TradingView Spot taker CVD shows buyers gaining control Market order flow also highlighted rising demand within Ethereum’s spot markets. 

The Spot Taker CVD over the past 90 days underlined taker buy dominance, meaning aggressive buyers have begun executing more market orders than sellers. Such a shift usually means stronger immediate demand entering the market, rather than passive limit buying. 

When such buying activity appears alongside large exchange withdrawals, it often signals coordinated accumulation behavior among participants. 

Large traders frequently combine spot purchases with off-exchange storage strategies during accumulation phases. 

As a result, the interaction between taker buying pressure and declining exchange balances may gradually tighten circulating supply across trading venues.

Source: CryptoQuant Liquidity cluster forms near key price zone Finally, derivatives data revealed another important dynamic shaping Ethereum’s near-term structure. The Binance liquidation heatmap highlighted dense liquidity around the $2,1500-level, with the same now sitting above the market price. 

These clusters represent areas where leveraged positions could face forced liquidations if the price approaches those levels. Markets often move towards such liquidity zones because large concentrations of leveraged orders create strong trading activity. 

Given that Ethereum was trading near $2,089 at press time, it places the $2,150 liquidity region within short-term reach. If buying pressure strengthens and price climbs toward that zone, cascading liquidations could amplify volatility. 

However, sellers may still defend this zone aggressively due to the large concentration of leverage.

Source: CoinGlass To sum up, whale withdrawals exceeding 39,700 ETH, strengthening spot demand, and bullish indicator signals all suggest Ethereum has entered an accumulation phase. 

Meanwhile, the $2,150 liquidity cluster stands as the next critical target above its press time price levels. 

If buyers maintain support and continue driving demand, Ethereum could gravitate towards that zone as markets chase concentrated leverage positions.

Final Summary Whale accumulation has continued to tighten exchange supply, while buyers gradually reclaim control across key support zones. Liquidity concentration above the price could attract price expansion if demand sustains upward pressure.

14h05 ▪ 4 min read ▪ by Luc Jose A.

Summarize this article with:

The duel between the two largest stablecoins in the market has just taken an unexpected turn. According to a report from investment bank Mizuho, Circle’s USDC has surpassed Tether’s USDT in adjusted volume since the start of the year, a key indicator for measuring the actual usage of these currencies. This shift does not yet challenge Tether’s dominance in capitalization, but it reveals an evolution in how these assets are used. The stablecoin market is now divided between financial power and actual usage.

In brief A report from investment bank Mizuho reveals that Circle’s USDC has surpassed Tether’s USDT in adjusted volume since the start of the year. The data indicates that USDC represents about 2.2 trillion dollars in volume, compared to 1.3 trillion for USDT. This lead corresponds to about 64% of the total adjusted volume among the two main stablecoins. Despite this progress from USDC, USDT remains largely dominant in capitalization, with about 184 billion dollars compared to 79 billion for USDC. USDC surpasses USDT in adjusted transaction volume While charitable organizations massively adopt stablecoins, a report from investment bank Mizuho reveals a notable change in the stablecoin dynamics. According to analysts, Circle’s USDC has surpassed Tether’s USDT in adjusted transaction volume since the start of the year.

The study indicates that “USDC represents about 64 % of the total adjusted volume among the two main stablecoins”. This result is based on a methodology designed to measure real economic activity on blockchains.

The main data highlighted in the analysis are as follows :

USDC : about 2.2 trillion dollars in adjusted volume since the start of the year ; USDT : about 1.3 trillion dollars over the same period ; 64 % volume share for USDC ; Volumes adjusted to exclude certain internal or artificially inflated transactions. This approach aims to offer a more accurate view of the actual use of stablecoins in the crypto ecosystem. Adjusted volume allows isolating transfers linked to economic activity (payments, transfers, or financial operations) by removing movements likely to distort statistics.

Persistent dominance of Tether in capitalization Despite this lead in transaction volume, USDT retains a dominant position in the stablecoin market in terms of capitalization. The on-chain data cited in the analysis indicate that Tether has a capitalization of about 184 billion dollars, versus about 79 billion for USDC. This difference illustrates the historic weight of Tether in the crypto ecosystem, notably on exchange platforms and in emerging markets.

Mizuho analysts highlight an important distinction between these two indicators. According to them, “the stablecoin that will dominate might be the one used in daily payments, not necessarily the one with the largest capitalization”. This observation underscores the growing importance of actual usage in evaluating stablecoins’ position.

In this context, the bank also raised its price target for Circle stock from 100 to 120 dollars, a sign of renewed confidence in the USDC issuer’s business model. However, the stock did not immediately react to this announcement.

If this trend confirms, it could signal a deeper evolution of the stablecoins market. The balance between market liquidity, institutional adoption, and usage in payments could gradually redraw the sector’s hierarchy. For now, the duel between USDC and USDT remains open, with two different metrics each telling part of the story.

Maximize your Cointribune experience with our "Read to Earn" program! For every article you read, earn points and access exclusive rewards. Sign up now and start earning benefits.

Join the program

A

A

Lien copié

Luc Jose A.

Diplômé de Sciences Po Toulouse et titulaire d'une certification consultant blockchain délivrée par Alyra, j'ai rejoint l'aventure Cointribune en 2019. Convaincu du potentiel de la blockchain pour transformer de nombreux secteurs de l'économie, j'ai pris l'engagement de sensibiliser et d'informer le grand public sur cet écosystème en constante évolution. Mon objectif est de permettre à chacun de mieux comprendre la blockchain et de saisir les opportunités qu'elle offre. Je m'efforce chaque jour de fournir une analyse objective de l'actualité, de décrypter les tendances du marché, de relayer les dernières innovations technologiques et de mettre en perspective les enjeux économiques et sociétaux de cette révolution en marche.

DISCLAIMER

The views, thoughts, and opinions expressed in this article belong solely to the author, and should not be taken as investment advice. Do your own research before taking any investment decisions.

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In PayPal To Contact Him Directly To Discuss Their Options

If you purchased or acquired securities in PayPal between February 25, 2025 and February 2, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

[You may also click here for additional information]

New York, New York--(Newsfile Corp. - March 14, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against PayPal Holdings, Inc. ("PayPal" or the "Company") (NASAQ: PYPL) and reminds investors of the April 20, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that the true state of PayPal's salesforce; notably, that it was not truly equipped to execute on the Company's perceived growth potential and were "too optimistic" as to how easily and expeditiously its staff could change customer adoption. Such statements absent these material facts caused Plaintiff and other shareholders to purchase PayPal's securities at artificially inflated prices.

On February 3, 2026, PayPal announced its fourth quarter and full year 2025 financial results. Among other items, PayPal announced weaker-than-expected fourth quarter earnings and revenue. Separately, PayPal announced the departure of Alex Chriss as the Company's Chief Executive Officer.

On this news, PayPal's stock price fell $10.63 per share, or 20.31%, to close at $41.70 per share on February 3, 2026.

The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.

Faruqi & Faruqi, LLP also encourages anyone with information regarding PayPal's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.

To learn more about the PayPal class action, go to www.faruqilaw.com/PYPL or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

Follow us for updates on LinkedIn, on X, or on Facebook.

Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/288520

Source: Faruqi & Faruqi LLP

Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.

Contact Us

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered In Ramaco To Contact Him Directly To Discuss Their Options

If you purchased or acquired securities in Ramaco between July 31, 2025 and October 23, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

[You may also click here for additional information]

New York, New York--(Newsfile Corp. - March 14, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Ramaco Resources, Inc. ("Ramaco" or the "Company") (NASDAQ: METC) and reminds investors of the March 31, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) that Defendants had not commenced any significant mining activity at the Brook Mine after groundbreaking; (2) that no active work was taking place at the Brook Mine; (3) that, as a result, the Company overstated development progress at the Brook Mine; and (4) that, as a result of the foregoing, Defendants' positive statements about the Company's business, operations, and prospects were materially misleading and/or lacked a reasonable basis.

On October 23, 2025, Wolfpack Research published a report alleging, among other things, that Ramaco's Brook Mine in northern Wyoming is a "hoax" and a "Potemkin Mine" which was not, in fact, mined after its July groundbreaking. The report alleges that the Company "built this mine for show," and reveals that, as shown by drone footage taken three months after the mine's opening, no active work appears to have occurred. The report states that "[d]espite multiple site visits during working hours over several weeks" Wolfpack researchers "never observed the equipment mentioned in news reports or any active work."

On this news, Ramaco's stock price fell $3.81, or 9.6%, to close at $36.01 per share on October 23, 2025, on unusually heavy trading volume.

The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.

Faruqi & Faruqi, LLP also encourages anyone with information regarding Ramaco's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.

To learn more about the Ramaco Resources class action, go to www.faruqilaw.com/METC or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

Follow us for updates on LinkedIn, on X, or on Facebook.

Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/288515

Source: Faruqi & Faruqi LLP

Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.

Contact Us

TMC The Metals Company (TMC 4.49%) offers a novel solution to a big problem: how to get all the metals necessary to make batteries for electric cars.

Battery metals, like nickel and cobalt, typically come from land-intensive mines that destroy natural habitats and exploit workers. TMC, however, wants to flip the script: Instead of getting these mines from the land, it wants to take them from polymetallic rocks on the deep ocean floor.

Trillions of these potato-sized rocks -- also called nodules -- are siting on the seabed, and TMC has rights to harvest a huge chunk of them. In fact, according to TMC's estimates, the company may have enough nickel, cobalt, copper, and manganese under its control to power 280 million electric vehicles.

Image source: TMC The Metals Company.

That's the big picture. The narrower one of today involves a regulatory process that TMC hasn't surpassed, and a potential international conflict with the path it has chosen to surpass it. However, a recent development in that regulatory process could ignite a rally soon -- or at least before it reports earnings on March 26.

The race to mine the seafloor It's hard to overstate the opportunity in front of TMC: It could quite literally become the cornerstone supplier of a clean energy age, one in which its metals form the critical backbone of battery technology.

Today's Change

(

-4.49

%) $

-0.28

Current Price

$

5.96

TMC's estimates show that it could have tens of billions of dollars worth of metals under its control, and the company has already demonstrated that its means of harvesting -- using robotic vacuuming -- works.

That said, the company faces two problems: the first regulatory, the second environmental.

The second directly influences the first: We simply don't know the scale of damage that deep-sea mining could have on the ocean's ecosystems. Indeed, we don't know enough about the deep sea to anticipate the consequences. Taking nodules could disturb seafloor sediments that could also kill or harm microorganisms, which could then affect larger organisms, like fish.

True, traditional land mining also causes damage, but if TMC is positioning itself as a supplier of clean energy materials, damaging ecosystems could be a PR nightmare.

That destructive potential is one reason the regulatory process has been so slow. The International Seabed Authority (ISA), the governing body over the deep sea, doesn't want to finalize a rulebook for mining nodules until it's confident the ecological effect will be minimal. It's not confident yet.

TMC is finding another way TMC, however, is currently working around that lack of confidence through the U.S. government. The U.S. never ratified the treaty that created the ISA, which means it can explore its own rules for mining the deep sea. The Trump administration has prioritized the fast-tracking of deep-sea mining applications, and recently, the National Oceanic and Atmospheric Administration (NOAA) determined that TMC's exploration and commercial application was in compliance.

That NOAA determination marks a huge milestone for TMC. Although it's still unclear when commercial operations could start, the U.S.'s new streamlined application process removes a major headwind that had prevented TMC from even moving forward.

TMC stock has dipped below recent 52-week highs. But this news, coupled with the U.S.'s need for critical metals, makes it a buy before it reports earnings at the end of March.