ARK Invest files for ETFs linked to CoinDesk 20, including and excluding Bitcoin.Bitcoin leads with a 32.4% allocation in the inclusive ETF.SEC review ongoing; potential market shifts are anticipated. Ark Invest, led by CEO Cathie Wood, filed two cryptocurrency ETF applications with the U.S. SEC on January 23, 2026, for tracking the CoinDesk 20 Index.
The ETFs, pending SEC approval, could enhance institutional access to major cryptocurrencies, potentially impacting their market performance and future investment opportunities.
Proposed ARK ETFs: Bitcoin Allocation at 32.4% ARK Invest, led by Cathie Wood, has proposed two new ETFs focusing on the CoinDesk 20 Index. One ETF includes Bitcoin, while the other excludes Bitcoin. These funds are intended to track the index’s assets through futures contracts listed on NYSE Arca.
The proposed ETFs could affect key cryptocurrencies, reflecting approximately 32.4% in Bitcoin, and significant portions in Ethereum, XRP, Solana, and Litecoin. These filings highlight potential institutional interest, which may invite greater market liquidity and support for these assets.
So far, no major statements have come from key industry figures regarding these filings. Cathie Wood, CEO and Founder of ARK Invest, no statements available: SEC filings dated January 23, 2026, regarding ETF filings.
The SEC’s review process remains a focus area, awaiting their assessment that may influence regulatory perceptions and market movements.
Bitcoin Price Hits $87,956 Amid ETF Speculations Did you know? The inclusion of Bitcoin in ETFs aligns with ARK’s previous efforts to institutionalize cryptocurrency assets via financial products, aiming to increase mainstream acceptance and investment.
As of January 25, 2026, Bitcoin (BTC) holds a price of $87,956.42 with a market cap of $1.76 trillion. The dominant cryptocurrency’s market influence is 59.07%, according to CoinMarketCap. Despite a current small downtrend of -1.32% over 24 hours, Bitcoin’s 30-day price shows a modest gain of 1.01%.
Bitcoin(BTC), daily chart, screenshot on CoinMarketCap at 16:08 UTC on January 25, 2026. Source: CoinMarketCap The experts from Coincu note that the introduction of new ETFs could potentially open markets to a wider range of investors, bridging the gap between traditional finance and digital assets.
DISCLAIMER: The information on this website is provided as general market commentary and does not constitute investment advice. We encourage you to do your own research before investing.
Rate this post
2026-01-25 18:022mo ago
2026-01-25 11:132mo ago
US Spot Bitcoin ETFs Shed $1.7 Billion In Five-Day Losing Streak As BTC Stalls Below $90K
Investors withdrew capital from U.S. spot Bitcoin exchange-traded funds on Friday, marking the fifth successive trading day of outflows amid intensified macroeconomic and geopolitical uncertainty. This clearly indicates that institutional appetite for BTC has waned, leaving the market in a fragile state.
$1.72 Billion Exits BTC ETFs The 11 spot Bitcoin exchange-traded funds (ETFs) listed in the U.S. collectively bled $1.72 billion over five days, marking one of the largest and most sustained periods of net outflows since the funds debuted in January 2024, according to data source SoSoValue.
Wednesday bore the brunt of the outflows, with $709 million leaving the BTC ETFs, followed by $483 million in withdrawals on Tuesday. The net redemptions slowed toward the end of the week, with Thursday and Friday logging $32 million and $104 million outflows, respectively.
BlackRock’s IBIT, the largest spot Bitcoin fund by assets, posted outflows on each of the four trading days last week, per SoSoValue.
That said, the outflows mark a sharp U-turn from the prior week, when the same ETFs pulled in $1.4 billion in fresh capital.
Advertisement
Bitcoin was trading hands around $88,571 at press time, having not seen the psychologically important $100,000 price milestone since Nov. 13, according to CoinGecko. Amid the ETF cooling, Bitcoin remains 6.7% over the last week.
The five-day outflow stretch, which started last Friday, continued on January 23 amid growing investor aversion toward the top cryptocurrency.
Crypto sentiment platform Santiment noted in a Saturday report that the crypto market is currently in “a phase of uncertainty.”
“Retail traders are heading for the exits, while money and attention are flowing to more traditional assets,” Santiment wrote, contending that a reversal from the current downside could be possible in the near-term.
“At the same time, quieter signals like supply distribution and the lack of social chatter hint that a bottom may be taking shape,” Santiment continued. “The best move is probably patience.”
Solana ETFs Buck Trend With Gains Despite the recent bleeding, cumulative net inflows into spot BTC ETFs since their launch stand at $56.5 billion, with total net assets hovering around $116 billion.
Meanwhile, spot Ether (ETH) ETFs also saw over $611 million in outflows for the week.
While Bitcoin and Ether ETFs experienced multiple days of outflows, spot Solana ETFs continued their winning streak, taking in $9.6 million in investor money over the same period.
2026-01-25 18:022mo ago
2026-01-25 11:222mo ago
Ripple's Lobbying To Get XRP Into a US “Bitcoin Reserve” Basket
Washington is ‘more likely’ to favor a diversified “basket” of digital assets than a Bitcoin‑only reserve.
Market Sentiment:
Bullish Bearish Neutral
Published: January 25, 2026 │ 4:20 PM GMT
Created by Kornelija Poderskytė from DailyCoin
An outspoken crypto analyst has doubled down on a provocative claim: Ripple is allegedly spending “millions of dollars” to influence the composition of a potential U.S. strategic crypto reserve so that XRP sits alongside — not behind — Bitcoin (BTC).
Ripple Bull Winkle, the host of the popular YouTube show, built his latest video around resurfaced comments from Strike CEO Jack Mallers, Brad Garlinghouse’s long‑term crypto outlook.
Sponsored
Then, he reviews the freshest Ripple partnerships, arguing that XRP is positioned to become part of a diversified, state‑level digital asset basket.
Bitcoin Maxi Alarm: “Ripple is Spending Big”The centerpiece of the video is an older clip of Jack Mallers, who says he can “confirm that Ripple is spending millions of dollars to undermine a strategic Bitcoin reserve in America.”
In the footage, Mallers criticizes Ripple as “a for‑profit company” that “prints its own token in XRP” and is “asking the U.S. government to support its monopolies,” calling the push “corporate lobbying disguised as innovation.”
The analyst frames Mallers’ frustration as fear that the U.S. will not adopt a Bitcoin‑only reserve strategy, but instead opt for a basket of assets.
He speculates that any such basket would likely include Bitcoin and XRP, and possibly other majors such as Chainlink, Ondo, Ethereum, Solana and even Cardano, on the logic that “the U.S. isn’t going to be putting all of their eggs in one basket.”
Ripple’s Partnerships Plumbing Over PriceBuilding his thesis, the host highlights comments from Ripple CEO Brad Garlinghouse, who recently said he is “very bullish on crypto in 2026” and speaks in 5–10 year horizons. The analyst interprets this as a quiet acknowledgement that the vast majority of current tokens will disappear, with a small group of regulated, institutionally aligned projects surviving.
Institutional $XRP adoption in Turkey is growing!
Ripple & Garanti BBVA Kripto have extended their partnership. Turkey’s large and loyal XRP investor base is celebrating this major milestone. 💎 Regional growth is accelerating! pic.twitter.com/Qi47qu5G4J
— Kripto Messi (@Kriptomessi) January 23, 2026 He then points to Ripple’s renewed custody partnership with BBVA in Turkey, citing statements from Ripple’s director for the Middle East and Africa as evidence of growing regional confidence. The focus, he stresses, is on “plumbing” — the underlying payment and custody infrastructure — not short‑term XRP price spikes.
XRP’s Trillion‑Dollar Bid & The Long HODLOn the numbers, the analyst says that during recording XRP was trading around $1.90 and outlines a technical roadmap: potential pullbacks toward $0.65–$0.30, a key “top hurdle” near $3.40, then price discovery targeting roughly $6.50 as an initial area of interest.
Mr. Bull Winkle argues that narrative catalysts — such as a hypothetical BlackRock or Fidelity XRP ETF announcement, followed by live ETF trading and explicit government or banking usage of XRP — would be needed to push the asset into “double‑digit territory.”
Ripple Bull Winkle repeatedly asserts that XRP will eventually reach a $1 trillion market cap, citing internal calculations that this would correspond to roughly $16.47 per token. A recent article on his site places that milestone in a broad 2027–2036 window.
Framed as an 800% upside from current levels over up to a decade, Ripple Bull Winkle contrasts this with slower stock market returns and urges viewers to decide whether they are willing to hold through another cycle.
The final message is blunt: in his view, institutional plumbing is being laid now, governments are quietly choosing their digital settlement rails, and retail investors risk being shaken out before the structural shifts in liquidity — if they materialize — show up in XRP’s price.
Discover DailyCoin’s hottest crypto news:
Pi Coin Slips Back Near October Lows Upon Supply Flood
HBAR Tests $0.10 Floor As ETFs Hit Two-Month Record
People Also Ask:Is it confirmed that the U.S. is building a “Bitcoin strategic reserve” that includes XRP?
No. The video references Jack Mallers’ claim and the analyst’s speculation about a diversified basket, but there is no official U.S. policy confirming such a reserve or its asset mix.
Did Ripple executives publicly state they want XRP in a U.S. strategic reserve?
The video does not cite any direct public statement from Ripple making that request; the claim comes from Mallers’ remarks and the analyst’s interpretation.
What price targets does the analyst mention for XRP?
He discusses potential retracements toward $0.65–$0.30, resistance around $3.40, a move to about $6.50 in price discovery, and a longer‑term scenario where XRP reaches roughly $16–$20 at a $1 trillion market cap.
Over what time-frame does he see XRP reaching a $1 trillion market cap?
He cites a 2027–2036 window as a working timeline, acknowledging it is a wide range and dependent on adoption, regulation, and broader crypto market growth.
DailyCoin's Vibe Check: Which way are you leaning towards after reading this article?
Market Sentiment
100% Bullish
This article is for information purposes only and should not be considered trading or investment advice. Nothing herein shall be construed as financial, legal, or tax advice. Trading forex, cryptocurrencies, and CFDs pose a considerable risk of loss.
2026-01-25 18:022mo ago
2026-01-25 11:292mo ago
Bitcoin Price Suddenly Plunges Below $88K as Hourly Liquidations Explode
Over $130M worth of leveraged positions were wiped out in the past 60 minutes alone.
After a relatively quiet weekend when neither the buyers nor the sellers could regain control, BTC’s price is once again heading south to a new multi-day low of well below $88,000.
The altcoins are in a similar situation, with ETH plunging beneath $2,900 and SOL dropping by over 2.5% in just an hour.
BREAKING: Bitcoin falls below $88,000 as $60 million worth of levered longs are liquidated in 30 minutes.
A government shutdown is now expected and President Trump has threatened 100% tariffs on Canada.
US stock market futures will open in less than 7 hours. pic.twitter.com/40GxrMdRTI
— The Kobeissi Letter (@KobeissiLetter) January 25, 2026
As the analysts from the Kobeissi Letter indicated, the most probable reasons behind the ongoing corrections are the expected US government shutdown after the Minneapolis shooting, which would be the second during Trump’s term now, and the tariffs the POTUS threatened to impose on Canada.
As reported yesterday, he warned that he may slap a 100% tariff on its northern neighbor if it chooses to sign a significant deal with China.
Similar to the events that took place during the previous weekend, BTC remained relatively stable at first but started to break down as the opening of the futures markets neared.
This time, BTC dumped to a five-day low of $87,500 (for now), after it was rejected at $89,000 earlier today. The past hour has been violent for most altcoins, with some, such as SUI, SOL, ARB, PEPE, ENA, and ADA, dropping by over 2%.
You may also like: Bitcoin to $16 Trillion? ARK Says BTC Could Eat 70% of the Entire Crypto Market Bitcoin Holders Realize Losses as Profit Dynamics Turn Negative: CryptoQuant $47M Bitcoin Vanishes From South Korean Prosecutors’ Custody in Shocking Seizure Mishap Ethereum has lost 1.5% of its value in the past 60 minutes alone and now struggles well below $2,900. The total value of wrecked positions in the past day sits at $250 million, but over 50% of that amount came in the last hour ($131 million, according to CoinGlass data).
Over 130,000 traders have been wrecked daily, with the single-largest liquidated position taking place on Hyperliquid and was worth $6.3 million.
Liquidation Data on CoinGlass Tags:
2026-01-25 18:022mo ago
2026-01-25 11:422mo ago
Tezos Tallinn upgrade now live, slashes block times to 6 seconds
Tezos, a layer-1 proof-of-stake blockchain network, implemented its latest protocol upgrade, Tallinn, on Saturday, which reduced block times on the base layer to 6 seconds.
The latest upgrade is the 20th update to the protocol, which reduces block times, slashes storage costs and reduces latency, resulting in faster network finality times, according to an announcement from Tezos.
Tallinn also allows all network validators, known as “bakers”, to attest to every single block, rather than a subset of validators attesting to blocks, which is how validators verified blocks in previous versions of the protocol, Spokespeople for Tezos explained:
“This is achieved through the use of BLS cryptographic signatures, which aggregate hundreds of signatures into just one per block. By lightening the load on nodes, it also opens the door to further block time reductions.”The upgrade also introduced an address indexing mechanism that removes “redundant” address data, reducing storage needs for applications running on Tezos.
Spokespeople for Tezos said the address indexing mechanism improves storage efficiency by a factor of 100.
Tezos’ latest upgrade showcases the push for faster and higher-throughput blockchain networks that can handle more transactions per second and reduced settlement times to accommodate a growing number of use cases.
Block times have come a long way since the first generation of blockchainsThe first generation of blockchain networks, like Bitcoin and Ethereum, had speeds of about seven transactions per second (TPS) and 15-30 TPS, respectively.
The Bitcoin protocol produces blocks about every 10 minutes, which presents a challenge for everyday payments and commercial transactions on the base layer.
The Bitcoin protocol produces blocks about every 10 minutes, on average. Source: MempoolThese slow network speeds have prompted both protocols to scale through layer-2 (L2) networks, which handle transaction execution.
In the case of Bitcoin, this is done through the Lightning Network, payment channels opened between two or more parties that handle a series of transactions off-chain, posting only the net balance to the base layer once the payment channel is closed.
The Ethereum network relies on an ecosystem of layer-2 networks to scale, and takes a modular approach, separating the execution, consensus and data availability layers.
Monolithic blockchain networks, like Solana, combine all these functions into a single layer, instead of scaling through L2’s.
Magazine: Ethereum’s Fusaka fork explained for dummies: What the hell is PeerDAS?
Cointelegraph is committed to independent, transparent journalism. This news article is produced in accordance with Cointelegraph’s Editorial Policy and aims to provide accurate and timely information. Readers are encouraged to verify information independently. Read our Editorial Policy https://cointelegraph.com/editorial-policy
2026-01-25 18:022mo ago
2026-01-25 11:542mo ago
Bitcoin ETFs Retain Steady Withdrawals for 5 Consecutive Days
Bitcoin's price continues to plummet, causing Bitcoin ETFs to lose momentum as they have now extended their steady outflow streak till day five.
Cover image via U.Today U.S. spot Bitcoin ETFs have continued to lose momentum amid the ongoing crypto market downturn as retail and institutional investors appear to be trading with caution.
Over the past few days, Bitcoin ETFs have failed to record any fresh capital intake. Rather, some of the funds have either logged zero inflow or see notable withdrawals from investors.
Following the persisting negative trend, the Bitcoin ETFs have recorded another massive outflow during their last trading session, marking their fifth day of consecutive outflows.
HOT Stories
$103.57 million exit spot Bitcoin ETFs Latest data from SoSoValue shows that the total daily ETF flows logged by all Bitcoin funds has remained negative as they have seen a massive $103.57 million in outflow as of Jan. 23.
This negative performance extends the persisting bearish trend seen across the market and other ETF products, including Ethereum-related products.
You Might Also Like
Amid the consistent daily outflow, the cumulative total net inflow across the U.S. Bitcoin spot ETFs have plunged mildly, yet it remains strong at $56.49 billion as surging market fears continue to outweigh demand.
Bitcoin retests $87,000The current Bitcoin price correction, which has come shortly after the strong rally witnessed earlier this year, has seen Bitcoin retreat from a high near $98,000 to a low of $87,000 in just a few days.
Following the sharp price decline, Bitcoin has remained in the red zone for the past days, and investors are beginning to trade with caution as optimism begins to grow weak.
While selling pressure has continued to rise, Bitcoin is currently trading around $88,646, showing a decline of 0.83% over the last 24 hours, according to data from TradingView.
Source: TradingView Nonetheless, BlackRock has continued to lead the Bitcoin ETF market even in times of weakness, and it has solely contributed to over 99% of the outflow recorded on the day.
During the last trading session, the BlackRock Bitcoin ETF saw $101.62 million in outflow.
Related articles
2026-01-25 18:022mo ago
2026-01-25 12:002mo ago
67% of Binance traders are long on Chainlink – Is LINK ready to reclaim $14.15?
Chainlink [LINK] traded near a key support zone as derivatives data showed a heavy long bias among Binance traders.
On the 25th of January, CoinGlass showed that the Binance LINK/USDT Long/Short Ratio was at 2.06, favoring bullish positioning. Long accounts made up 67.34%, while short accounts stood at 32.66%.
That imbalance suggested traders were positioning for a rebound despite broader market weakness.
However, leverage concentrations hinted at near-term volatility. The LINK Exchange Liquidation Map showed overleveraged clusters around $11.85 and $12.45, marking short-term risk zones.
Source: CoinGlass
Price stalls at key demand zone As of press time, Chainlink [LINK] hovered at $12.06, down 1% over the past 24 hours. However, the broader market remains hesitant to participate in the token, as reflected in trading volume, which has fallen 35% to $181.35 million.
This decline in 24-hour trading volume indicated that traders and investors were not interested in the altcoin or its current price trend.
Chainlink (LINK) price action hints at a potential reversal On the daily chart, LINK retested the $11.90 region, a level that previously acted as a demand zone.
Price moved sideways around that area for several sessions, signaling consolidation rather than aggressive selling pressure.
Source: TradingView
If LINK held above $11.90, the historical structure suggested a potential rebound toward the $14.15 resistance zone. That move would imply a roughly 16% upside from current levels.
By contrast, a sustained break below $11.90 could invalidate the reversal setup and expose deeper downside levels.
In addition to price action, the Average Directional Index (ADX) stood at 25.42, above the key threshold of 25, indicating a strong directional trend.
Adding to the bullish narrative, crypto analyst Marzell described Chainlink as an “institutional sleeping giant” in a recent X post.
The analyst highlighted $16.13, $20.09, and $24.52 as key resistance levels if momentum returned.
That view aligned with a higher-timeframe structure, where LINK previously rebounded sharply after defending similar base ranges.
Source: X/MarzellCrypto
Final Thoughts LINK’s Long/Short Ratio hit 2.06, with 67.34% of accounts positioned long. Holding $11.90 supports a move toward $14.15, while $11.85–$12.45 remains a liquidation risk zone.
Vivaan Acharya is a Crypto-Economist and Journalist at AMBCrypto who brings a rare depth of financial and economic expertise to the world of digital assets. He holds a Master’s in Economics from the prestigious University of Delhi and has over five years of experience analyzing technology and financial markets. His foray into the blockchain space began in 2018, marked by his prescient Master's thesis, "Payments and Stablecoin Integration in Banking," which showcased his early understanding of crypto's potential to disrupt traditional finance. Before specializing in crypto, Vivaan honed his skills in rigorous data and technical chart analysis at a major national financial daily, where he covered corporate earnings and market trends. At AMBCrypto, Vivaan applies this powerful blend of classical economic training and seasoned financial journalism to his work. He is an expert in: 1. Bitcoin and Altcoin Market Analysis 2. Stablecoin Ecosystem Development, and 3 Emerging Crypto Regulations. Known for his clear, no-nonsense approach, Vivaan translates robust research into straightforward, actionable insights. He is dedicated to demystifying the complexities of blockchain finance, empowering readers to confidently navigate the rapidly evolving digital economy.
2026-01-25 18:022mo ago
2026-01-25 12:012mo ago
How SharpLink Aims to Be the Most 'Focused, Disciplined' Ethereum Treasury in 2026
In brief SharpLink Gaming plans to differentiate itself from other Ethereum treasury firms in 2026. The second-largest ETH treasury will not just accumulate for the sake of it, SharpLink CEO Joseph Chalom told Decrypt. SBET shares have fallen over the last six months, but institutional ownership is increasing according to Chalom. Digital asset treasuries burst onto the scene in 2025, racing to accumulate billions of dollars’ worth of crypto assets like Bitcoin and Ethereum.
But 2026 is about more than buying ETH for Ethereum treasury firm SharpLink Gaming, which aims to stand apart from the pack by focusing on long-term stability and avoiding splashy moves for the sake of it.
“We’re not going to be the people who are prioritizing accumulation over everything,” SharpLink CEO Joseph Chalom told Decrypt. “2026 is really differentiating ourselves from the pack, and being viewed as the focused, disciplined digital asset treasury (DAT).”
The firm has amassed 865,797 ETH or more than $2.6 billion thus far, but it hasn’t made a major acquisition since October. That’s because the firm plans to only add ETH to its treasury when it's accretive to shareholders, or when its multiple to net-asset-value (mNAV) is above 1.
That means it has fallen well behind leading Ethereum treasury firm BitMine Immersion Technologies (BMNR) in terms of accumulation, as that Tom Lee-fronted firm holds more than 4.2 million ETH valued at greater than $12.6 billion. BitMine has also made investments along the way, most recently putting $200 million into Beast Industries, the firm of YouTube superstar MrBeast.
“If I just wanted to accumulate, I could raise capital every month, every day, and dilute my shareholders,” said Chalom. “We’re not doing that.”
“We’re not distracted by unfocused investments—we’re not stuck as a zombie DAT,” he added. “If you have institutional capital or you want to invest in the long run, we are that focused DAT with discipline and sophistication. That’s how we want to end the year.”
Shares in the firm (SBET) have fallen more than 60% over the last six months, but Chalom said institutional ownership of the firm’s shares is increasing, providing a signal that the story it is telling is resonating with longer-term thinkers.
“I think it's how we're telling our story and operating,” he said. “We're doing it really systematically and methodically, and it tends to attract people who are interested in a long-term investment thesis.”
Earlier this month, the firm staked $170 million of its ETH holdings on Ethereum layer-2 network Linea as part of a multi-year effort that allows it to generate higher-than-normal yields and additional incentives for investors.
The move is the first of its kind for SharpLink, which ultimately wants to “pioneer” the productive use of ETH among digital asset treasuries.
Like BitMine, SharpLink plans to ultimately hold 5% of the Ethereum circulating supply—but Chalom said it will do so with shareholders’ interests at the forefront.
“We will get there, but my north star is being investor-aligned and focused on ETH concentration per share—not accumulation for the sake of accumulation,” said Chalom.
Daily Debrief NewsletterStart every day with the top news stories right now, plus original features, a podcast, videos and more.
2026-01-25 18:022mo ago
2026-01-25 12:152mo ago
1 Top Cryptocurrency to Buy Before It Soars 177% in 2026, According to Cardano Founder Charles Hoskinson
As institutional demand for Bitcoin continues to soar, so should its price.
Right now, Bitcoin (BTC 1.71%) is going nowhere fast. It currently trades for just $90,000 and is sitting nearly 30% below its all-time high of $126,000 from October.
But all of that could change quickly. According to Cardano (ADA 4.50%) founder Charles Hoskinson, Bitcoin is on a rocket ship to $250,000 this year. At today's prices, that implies a stunning gain of 177% in a span of just 11 months. So is he right?
One big reason to be bullish on Bitcoin in 2026 From Hoskinson's perspective, it all comes down to the Law of Supply and Demand.
Right now, demand for Bitcoin is off the charts. Institutional investors are upping their allocation to Bitcoin as a stand-alone asset class. Newfangled Bitcoin treasury companies such as Michael Saylor's Strategy (MSTR +1.32%) are hoovering up Bitcoin at a prodigious clip. Even the U.S. government is getting into the act, with tentative plans to buy new Bitcoin for the Strategic Bitcoin Reserve.
Image source: Getty Images.
At the same time, the lifetime supply of Bitcoin is fixed at 21 million coins, and 19.97 million of those coins are already in circulation. This creates enormous scarcity. There's just not enough Bitcoin to go around for everyone.
So, basic economic theory says that if the demand for an asset takes off, while the supply stays relatively unchanged, then the price should shoot up. Viewed from this perspective, Bitcoin at a current price of $90,000 is a coiled spring, just waiting to explode in value.
But is a price of $250,000 really within reach? That said, this is the same argument people have been making about Bitcoin for years now, just with a higher price target. Greater institutional adoption -- from Wall Street, big institutional investors, corporations, and governments -- should always lead to a higher price.
Today's Change
(
-1.71
%) $
-1526.33
Current Price
$
87688.00
So what's different this time around? One factor is the increasing array of financial products that give exposure to Bitcoin. This goes well beyond just the new spot Bitcoin ETFs that launched in early 2024. It also includes new Bitcoin financial derivatives, as well as new Bitcoin-linked credit products.
As these new financial products go mainstream, they should reduce some of the risk and volatility of investing in Bitcoin. In the process, they should open up this cryptocurrency to a broader array of risk-averse investors.
And it's not like Bitcoin is any stranger to monster years of outperformance. In 2013, Bitcoin skyrocketed by 5,428%. In 2017, Bitcoin exploded by 1,375%. In 2020, Bitcoin increased by 305%. Even as recently as 2023, Bitcoin soared by 157%. So is an annual return of 177% really so outlandish?
For the sake of Bitcoin investors everywhere, let's hope the answer to that question is "no." If history is any guide, Bitcoin has at least an outside shot of hitting a price of $250,000 this year.
2026-01-25 18:022mo ago
2026-01-25 12:202mo ago
Shiba Inu Hit With 15,943.82% Liquidation Imbalance Amid Market Sell-Off
Cover image via U.Today Disclaimer: The opinions expressed by our writers are their own and do not represent the views of U.Today. The financial and market information provided on U.Today is intended for informational purposes only. U.Today is not liable for any financial losses incurred while trading cryptocurrencies. Conduct your own research by contacting financial experts before making any investment decisions. We believe that all content is accurate as of the date of publication, but certain offers mentioned may no longer be available.
The digital asset market is mostly trading in red on Sunday, with most cryptocurrencies down in the last 24 hours, including Shiba Inu.
At the time of writing, Shiba Inu was down 1.27% in the last 24 hours to $0.000007742 and down 7.93% in the last seven days.
The drop follows continued profit taking in the market, aided by macro concerns, with $123 million in liquidations reported in the last 24 hours, according to CoinGlass data. Bullish liquidations accounted for the majority of this figure.
HOT Stories
Along these lines, Shiba Inu is seeing a 15,943.82% liquidation imbalance, with longs bearing the brunt of the wipeout.
According to CoinGlass data, $28,560 were liquidated in SHIB positions in the last 24 hours. Long positions accounted for the majority of this figure, coming in at $28,380. Shorts were only liquidated for $178.25. The gap between long and short positions yields a 15,943.82% liquidation imbalance.
Shiba Inu price actionShiba Inu is now trading sideways in a narrow range following its drop below the daily MA 50 at $0.000008.
Since Jan. 19, Shiba Inu's price has traded in a range between $0.00000743 and $0.00000819. The RSI has flattened below 50, hinting the sideways trading might continue for a little while longer.
Meanwhile, SHIB continues to trade below the daily MA 50 as attempts to regain this level prove abortive.
In the coming sessions, it will be watched if Shiba Inu will convert the daily MA 50 into support to target $0.000007 and $0.00001, while support is expected in the $0.000007 range.
Keep fighting, Shiba Inu team member saysIn a recent tweet, Shiba Inu team member Lucie urges the Shiba Inu community to remain strong and keep fighting.
In another tweet, a long read on X, Lucie shares a key lesson learned after spending years in the crypto sector: "Learning what to ignore is part of protecting your mental health. Taking random hate to heart usually adds stress without offering understanding or solutions."
Lucie highlighted that a grounded approach helps, emphasizing the need for the Shiba Inu community to protect their minds. "Not every comment is worth internalizing, and not every attack deserves space in your mind," Lucie added.
2026-01-25 18:022mo ago
2026-01-25 12:232mo ago
Here's what Fed's highly anticipated rate decision this week means for bitcoin and the dollar
Here's what Fed's highly anticipated rate decision this week means for bitcoin and the dollarPowell could signal a "dovish pause," but his comments on other issues may temper the bullish reaction in BTC and other risk assets. Jan 25, 2026, 5:23 p.m.
The Federal Reserve is set to announce its rate decision, and almost no one expects it to cut rates.
However, traders will be paying very close attention to Chairman Jerome Powell's post-meeting press conference, which could hold the real intrigue.
STORY CONTINUES BELOW
His take on what to expect in the coming months and on recent hot topics, including President Donald Trump's affordability policy push and threats to the Fed's independence, could move both traditional and crypto markets.
Let's dig into what is priced in and how Powell's comments could move markets.
Status quo on ratesAfter delivering three back-to-back quarter-point cuts, the central bank is expected to stand pat on Wednesday. As of Friday, CME's FedWatch futures priced in a 96% chance of the Fed holding steady at 3.5%-3.75%.
This is consistent with the message Powell delivered in December, saying the bank's voting committee will hold off on additional cuts into 2026. Further, Minneapolis Fed President Neel Kashkari, who has a vote on the Federal Open Market Committee this year, recently told The New York Times that he believes it is "way too soon" to cut rates again.
So, unless the Fed springs an unexpected rate cut, which could tank the dollar while boosting bitcoin and stocks, the decision itself is shaping up to be a non-event.
Hawkish or dovish pause?However, the primary question for traders will be whether the impending pause in rate cuts signals a hawkish or dovish stance.
A hawkish pause scenario involves Powell flagging lingering inflation risks, denting rate-cut bets and pressuring risk assets lower. A dovish scenario would mean Wednesday's pause is temporary and rate cuts would resume in the coming months, potentially lifting bitcoin.
Morgan Stanley expects the Fed to send a dovish signal by retaining the policy statement wording "considering the range and timing for further adjustments to the target range," signaling that easing remains on the table. The statement is expected to acknowledge the economy's robustness while preserving options for future rate cuts.
Watch for dissenters to the Fed's rate pause, as they could amplify a dovish tilt. Trump's appointee, Stephen Miran, is expected to dissent in favour of a bold 50-basis-point cut. If the number of dissenters grows, it would bolster the case for future easing, lifting stocks and bitcoin.
As of now, most observers, except JPMorgan, are expecting the Fed to cut rates once or twice over the rest of the year. JPMorgan sees no rate move this year, followed by a hike next year.
Status quo and affordability measuresPowell will likely face questions about the rationale for holding rates steady, as well as the potential impact of Trump's affordability measures and related issues on key macroeconomic variables.
According to ING, Powell's explanation of the status quo rate decision may lift the U.S. dollar, potentially weakening greenback-dominated assets like bitcoin.
"Given the recent performance of both U.S. asset markets and activity, he will struggle to argue that financial conditions are restrictive and need to be loosened. This could pour cold water on the notion of a second Fed rate cut and this would lift the dollar against the low yielders like the yen and the euro," ING analysts said.
"Instead, the next macro leg lower in the dollar will likely have to emerge from poor data rather than Fed-speak," they added.
Powell's potential nod to Trump's housing affordability efforts as being inherently inflationary in the near term might amplify market volatility.
Trump recently said he has instructed his representatives to buy $200 billion in mortgage bonds, claiming it will drive down rates and monthly payments. He also issued an executive order requiring large institutional investors to refrain from buying single-family homes that families could otherwise purchase.
Observers say these measures could front-load demand, boosting housing inflation.
"The purchase [of] USD200bn of mortgage-backed-securities risk pulling forward demand, inflating prices and skewing benefits toward incumbents. On the other hand, the impact of banning large institutional investors from buying single-family homes is likely to be limited, given small institutional ownership relative to the overall stock," Allianz Investment Management said in a note.
Note that Trump's tariffs are already baked in with a delayed inflationary impact expected this year, as higher import costs filter through to the final consumer.
Lastly, Powell might face questions about the DOJ investigation targeting him personally, which he calls political vengeance for not slashing rates fast enough to suit Trump, and about recent bond market volatility stemming from Japan's fiscal issues. He might dodge the probe while downplaying bond market fears.
More For You
KuCoin Hits Record Market Share as 2025 Volumes Outpace Crypto Market
Dec 22, 2025
KuCoin captured a record share of centralised exchange volume in 2025, with more than $1.25tn traded as its volumes grew faster than the wider crypto market.
What to know:
KuCoin recorded over $1.25 trillion in total trading volume in 2025, equivalent to an average of roughly $114 billion per month, marking its strongest year on record.This performance translated into an all-time high share of centralised exchange volume, as KuCoin’s activity expanded faster than aggregate CEX volumes, which slowed during periods of lower market volatility.Spot and derivatives volumes were evenly split, each exceeding $500 billion for the year, signalling broad-based usage rather than reliance on a single product line.Altcoins accounted for the majority of trading activity, reinforcing KuCoin’s role as a primary liquidity venue beyond BTC and ETH at a time when majors saw more muted turnover.Even as overall crypto volumes softened mid-year, KuCoin maintained elevated baseline activity, indicating structurally higher user engagement rather than short-lived volume spikes.More For You
Why 98% of gold investors don't actually own a gold bar—and why that’s a problem
30 minutes ago
Aurelion has shifted to Tether Gold (XAUT), a blockchain-based token backed by physical gold, to address potential market vulnerabilities in the "paper gold" market.
What to know:
Björn Schmidtke, CEO of Aurelion, warned of risks in "paper gold," with 98% of gold exposure being essentially IOUs rather than physical assets.Aurelion has shifted to Tether Gold (XAUT), a blockchain-based token backed by physical gold, to address potential market vulnerabilities.The company sees gold and bitcoin as complementary assets, focusing on long-term value through digital gold tokens.
Worldcoin is positioning itself as a solution to the proliferation of bots on the internet. Its proposed solution involves gathering a lot of biometric data.
2026-01-25 18:022mo ago
2026-01-25 12:432mo ago
Oklahoma Introduces Bill for Voluntary Bitcoin Payments
Main event involves Oklahoma’s new bill for state-level Bitcoin payments.Bill allows Bitcoin payments by state employees and businesses.State Treasurer to contract Bitcoin processor by 2027. Oklahoma State Representative Dusty Deevers introduced Senate Bill 2064, allowing Bitcoin payments for state employees and businesses, reinforcing the state’s stance on cryptocurrency, in January 2026.
This legislative move reflects growing acceptance of cryptocurrencies in financial systems, influencing potential Bitcoin adoption and affecting local economic transactions.
Oklahoma’s Senate Bill 2064: A Push for Bitcoin Payments Oklahoma’s Senate Bill 2064 was introduced by State Representative Dusty Deevers, aiming to allow state employees, businesses, and residents to accept Bitcoin payments. Previously, a similar bill, SB 325, did not progress beyond committee discussions.
The introduction of SB 2064 may pave the way for broader adoption of Bitcoin in Oklahoma, although Bitcoin is not being designated as legal tender. The absence of funding underscores a cautious approach by the state’s legislative body.
Senator Dusty Deevers, Oklahoma State Senator, said, “SB 2064 authorizes state employees and residents to receive payments in Bitcoin voluntarily, reflecting the state’s growing interest in cryptocurrency.”Market reactions have been limited, with no prominent figures publicly endorsing or criticizing the bill. Community reactions remain subdued, perhaps awaiting further developments regarding the bill’s progress through the legislative process.
Bitcoin’s Market Impact and Regulatory Implications Did you know? Oklahoma’s legislative efforts mirror those of New Hampshire and Texas, which have explored Bitcoin reserves and state-level cryptocurrency investments.
As of January 25, 2026, Bitcoin’s market cap was $1.753 trillion, with a current price at $87,782.24, reflecting a 24-hour change of -1.60%. The circulating supply stands at 19,980,462 BTC, according to CoinMarketCap.
Bitcoin(BTC), daily chart, screenshot on CoinMarketCap at 17:38 UTC on January 25, 2026. Source: CoinMarketCap Analysis from the Coincu research team suggests potential regulatory adjustments may follow if the bill becomes law. This could encourage other states to consider similar frameworks, impacting the broader adoption landscape. Historical trends indicate cautious optimism among market participants regarding state-level cryptocurrency integration. An interesting perspective on potential regulatory shifts can be found in federal reserve balance sheet adjustments.
DISCLAIMER: The information on this website is provided as general market commentary and does not constitute investment advice. We encourage you to do your own research before investing.
Rate this post
2026-01-25 18:022mo ago
2026-01-25 12:452mo ago
Tether tops crypto protocol revenue rankings in 2025 as stablecoins dominate
Tether led crypto protocol revenue in 2025 with approximately $5.2 billion, accounting for 41.9% of total revenue across 168 revenue-generating protocols, according to CoinGecko Research.
Summary
Tether led all crypto protocols in 2025 with $5.2B, or 41.9% of total revenue. Four stablecoin issuers generated nearly $8.3B, dominating protocol earnings. Trading platform revenue proved volatile, while stablecoins stayed resilient. Stablecoin issuers dominated the rankings, with just four entities generating 65.7% or roughly $8.3 billion of total protocol revenue.
Tron ranked second among blockchains with approximately $3.5 billion in revenue, driven by its role as the preferred network for USDT transactions.
The remaining six protocols in the top 10 were trading platforms, whose revenue proved highly dependent on market conditions.
The data comes from CoinGecko’s 2025 Annual Crypto Industry Report tracking the crypto market’s first annual downturn since 2022.
Trading protocols experienced extreme volatility tied to market sentiment and meme coin speculation.
Phantom generated $35.2 million in revenue during January at the peak of the Solana meme coin frenzy. Revenue collapsed to $8.5 million by December as interest in meme coins dried up.
The pattern repeated across trading platforms. Revenue performed well in Q1 but fell sharply when markets turned bearish following October’s historic $19 billion liquidation event.
Monthly protocol revenue fluctuated between approximately $3 billion and $3.5 billion throughout most of 2025.
Stablecoin market capitalization surged 48.9% annually, adding $102.1 billion to reach a record $311.0 billion. The growth provided steady revenue streams for issuers regardless of volatile crypto asset prices.
PayPal’s PYUSD emerged as the fifth-largest stablecoin, surging 48.4% to reach $3.6 billion market cap through YouTube creator payouts and 4.25% yield via Spark Savings Vault.
Tron captures USDT transaction network effects Tron’s $3.5 billion in blockchain revenue stems from high network usage as the preferred chain for USDT transactions.
Circle, Ethena, and MoonTrade joined Tether among the top four stablecoin issuers generating combined revenue of $8.3 billion.
Total crypto market capitalization ended 2025 at $3.0 trillion, down 10.4% year-over-year in the first annual decline since 2022.
Despite price contraction, average daily trading volumes hit a yearly high of $161.8 billion in Q4, driven by October’s liquidation event and subsequent volatility.
Digital Asset Treasury Companies deployed at least $49.7 billion in 2025 to acquire over 5% of total BTC and ETH supply.
However, Q4 deployment slowed to $5.8 billion as falling crypto prices dragged down DATCo share prices, forcing buybacks rather than continued accumulation.
2026-01-25 18:022mo ago
2026-01-25 12:472mo ago
26,470,900,000 SHIB Turn Positive as Key Metric Signals Resurgence
Shiba Inu's exchange flow has finally turned bullish again after multiple days of signaling rising selling pressure amid the broad crypto market downturn.
Cover image via U.Today Leading meme asset Shiba Inu appears to be attempting a price breakout amid the prolonged volatility as exchange flows begin to signal rising demand.
After multiple days of staying positive, the Shiba Inu exchange flow metric has turned red over the last day, showing a slight decline of about 1% over the last day.
With this decline in the metric, it appears that the amount of tokens sent to exchanges for selling purposes over the last day is lesser than the amounts of Shiba Inu tokens purchased from exchanges by a substantial amount.
HOT Stories
According to data from crypto analytics platform CryptoQuant, Shiba Inu’s netflow across all supported cryptocurrency exchanges is sitting at -31,737,600,000 as of Jan. 25.
Shiba Inu headed for recovery?The bullish exchange flow has come at a time when the market is seeing a persisting bloodbath, and crypto assets, including meme tokens like SHIB, have continued to plummet.
Although Shiba Inu is still trading in the deep red territory, plunging by 1.45% over the last day, the decline in the exchange net flow suggests a rise in demand, and the price correction might be nearing its end.
While the SHIB netflow represents the difference between the Shiba Inu exchange inflows and outflows, it means that the amount of SHIB tokens scooped out of exchanges in major buying activities is greater than tokens returned to the exchanges for selling purposes by over 30 billion tokens.
You Might Also Like
As such, it appears that momentum might be returning to the Shiba Inu ecosystem, and the Shiba Inu price may be headed for recovery in the near term.
With this metric, it appears that many small and large SHIB holders are beginning to show little to no interest in selling off their holdings amid growing demand in the asset.
Instead of the prolonged panic selling trend triggered by weakened investors sentiment, holders are now moving their tokens into self-custody wallets to hold for longer periods.
Notably, the metric has stirred hopes that the asset may be preparing for a bigger rally as selling pressure continues to subside amid growing appetite for the leading meme asset.
Related articles
2026-01-25 18:022mo ago
2026-01-25 12:482mo ago
Bitcoin slips below $88,000 ahead of Fed week and Big Tech earnings
Bitcoin and major tokens weakened Sunday as markets position ahead of the Federal Reserve’s next rate decision and a heavy slate of Magnificent Seven earnings. Jan 25, 2026, 5:48 p.m.
Bitcoin slipped below the $88,000 level on Sunday as crypto markets weakened in thin weekend trading, extending a pullback that has weighed on the crypto market over the past week.
BTC traded around $87,800 in U.S. afternoon hours, down roughly 2% over 24 hours, according to CoinGecko data. Ether fell toward $2,880, while solana, XRP and cardano each posted losses of between 3% and 5% on the day. Most major tokens remain down sharply on a seven-day basis, reflecting the fragile state of sentiment across the market.
STORY CONTINUES BELOW
The move caused $224 million in liquidations on bullish bets, led by $68 million on bitcoin-tracked futures and $45 million on ether-based futures.
Weekend moves are often driven less by fresh information and more by positioning adjustments, particularly after periods of heightened volatility earlier in the week.
Traders are entering the new week on heightened alert for possible intervention in the Japanese yen after Prime Minister Sanae Takaichi warned against “abnormal” market moves, comments that followed a sudden reversal in the yen late Friday.
The currency’s sharp rally raised caution across Asian trading desks, even as officials stopped short of confirming any action, per Bloomberg.
Elsewhere, political risk in the U.S. added to an already unsettled backdrop.
Senate Democratic leader Chuck Schumer said his party would block a major spending package unless funding for the Department of Homeland Security is removed, increasing the risk of a partial government shutdown.
While such standoffs are familiar, they can tighten near-term liquidity conditions and weigh on sentiment across risk assets, particularly during periods of elevated positioning.
The latest dip follows a stretch that saw bitcoin briefly lose the $90,000 handle amid heavy liquidations and broader macro uncertainty. More than $1 billion in leveraged positions were wiped out earlier in the week as traders reduced exposure following sharp moves across currencies and bond markets.
Attention now turns to the week ahead, with investors also looking ahead to a heavy earnings week that includes results from several megacap technology firms.
The Federal Reserve is widely expected to hold rates steady at its upcoming meeting, reinforcing a wait-and-see tone after last year’s easing cycle.
More For You
KuCoin Hits Record Market Share as 2025 Volumes Outpace Crypto Market
Dec 22, 2025
KuCoin captured a record share of centralised exchange volume in 2025, with more than $1.25tn traded as its volumes grew faster than the wider crypto market.
What to know:
KuCoin recorded over $1.25 trillion in total trading volume in 2025, equivalent to an average of roughly $114 billion per month, marking its strongest year on record.This performance translated into an all-time high share of centralised exchange volume, as KuCoin’s activity expanded faster than aggregate CEX volumes, which slowed during periods of lower market volatility.Spot and derivatives volumes were evenly split, each exceeding $500 billion for the year, signalling broad-based usage rather than reliance on a single product line.Altcoins accounted for the majority of trading activity, reinforcing KuCoin’s role as a primary liquidity venue beyond BTC and ETH at a time when majors saw more muted turnover.Even as overall crypto volumes softened mid-year, KuCoin maintained elevated baseline activity, indicating structurally higher user engagement rather than short-lived volume spikes.More For You
Here's what Fed's highly anticipated rate decision this week means for bitcoin and the dollar
38 minutes ago
Powell could signal a "dovish pause," but his comments on other issues may temper the bullish reaction in BTC and other risk assets.
What to know:
The Fed is expected to keep rates unchanged this Wednesday. Powell could signal a "dovish pause," powering risk assets, including bitcoin, higher. His explanation of the status quo decision might put a floor under the dollar. Powell may get questions on the impact of Trump's housing affordability measures, perceived threat to Fed's independence and tariffs.
2026-01-25 18:022mo ago
2026-01-25 12:502mo ago
Entropy, a16z-backed decentralized custody startup, is winding down and returning capital to investors
Entropy, a decentralized custody startup that raised $25 million in a seed round led by Andreessen Horowitz in 2022, is shutting down and returning capital to investors, founder and CEO Tux Pacific announced on X.
Pacific said the decision came after four years of building, "several pivots, and two rounds of layoffs." The company was most recently developing a crypto automations platform, described as similar to n8n or Zapier but designed for crypto, featuring automated signing using threshold cryptography, secure computation via trusted execution environments (TEEs), and AI integrations.
"After an initial feedback request revealed that the business model wasn't venture scale, I was left with the choice to find a creative way forward or pivot once more," Pacific wrote. "After four hard years working in crypto, I decided that the best I could do has already been done: it was time to close up shop."
Entropy raised its $25 million seed round in June 2022, with participation from Dragonfly Capital, Ethereal Ventures, Variant, Coinbase Ventures, Robot Ventures, Inflection, and the Komerabi Fund. The company had also raised a $1.95 million pre-seed round earlier that year in January, bringing total funding to approximately $27 million.
Pacific, a self-taught cryptographer who previously worked at NuCypher, founded Entropy in 2021. The founder's unconventional background drew attention when Entropy first raised: Pacific is a college dropout, a transgender advocate, and a self-described "anti-capitalist anarchist" who nonetheless believes in free-market principles rooted in Bitcoin's early days.
The startup was originally positioned as a decentralized alternative to centralized crypto custodians like Fireblocks and Coinbase. Entropy leveraged cryptographic techniques based on multiparty computation to allow users to deposit and manage cryptocurrencies across blockchains while implementing their own rules for interacting with funds, such as time-gated constraints.
Despite their anti-capitalist politics, Pacific found a home in crypto. "I've never felt I've been in a space where it's been more acceptable for people to be so different," Pacific told TechCrunch in 2022. "If you go to a [crypto] conference, it's just filled with weird, weird people."
Pacific thanked a16z crypto and Guy Wuollet for their guidance throughout the wind-down process.
"I've never once given up in my career. The only thing I've ever quit was college, so this makes the second thing," Pacific wrote. "It's challenging, but I find peace in the fact that a career is a practice: the goal is not the destination, but the journey of innovation."
Entropy's closure adds to a broader trend of crypto startup shutdowns in 2025. Crypto venture deal count fell roughly 60% year over year in 2025, dropping to about 1,200 transactions from more than 2,900 in 2024, according to The Block Pro data.
Looking ahead, Pacific said they plan to take a break before potentially pivoting away from crypto entirely. "My time in crypto might be coming to an end, as I feel myself drawn specifically into pharmaceuticals: I want to innovate on hormone delivery, specifically for women who experience menopause and trans women for HRT," Pacific wrote, adding they will be spending time validating research on new estradiol drug formulations.
Disclaimer: The Block is an independent media outlet that delivers news, research, and data. As of November 2023, Foresight Ventures is a majority investor of The Block. Foresight Ventures invests in other companies in the crypto space. Crypto exchange Bitget is an anchor LP for Foresight Ventures. The Block continues to operate independently to deliver objective, impactful, and timely information about the crypto industry. Here are our current financial disclosures.
TLDR:P2P Trading Faces Regulatory and Operational LimitsLicensing Delays and Strategic Platform Adjustments Quidax ends P2P trading, citing user preferences and regulatory caution within sandbox. SEC flags opaque P2P flows, off-platform settlements, and foreign platform dominance. Licensing delays and higher capital requirements raise compliance challenges for exchanges. Quidax delists 35 tokens to align platform with Nigerian regulatory expectations. Nigeria crypto sandbox has faced its first notable challenge as Quidax, a provisionally licensed digital asset exchange, announced the closure of its peer-to-peer (P2P) trading platform.
The shutdown comes just five months after the feature launched under the Securities and Exchange Commission’s (SEC) Accelerated Regulatory Incubation Programme (ARIP).
Quidax will continue instant swaps and order-book trading, but the P2P exit illustrates limits in the sandbox’s ability to oversee informal trading activity.
P2P Trading Faces Regulatory and Operational Limits Quidax stated in an email to users, “We are retiring our P2P marketplace to focus on services that provide a more secure and efficient trading experience.”
The platform added that ads, merchant chats, and escrow services will be disabled, while other trading products will continue.
The P2P feature was initially designed to provide a controlled environment for users to trade directly. Merchants required full registration, Level-3 know-your-customer verification, two-factor authentication, and a minimum participation history. Approved traders were issued badges signaling verification and trust.
Despite these safeguards, the SEC has expressed long-standing concerns over P2P markets. In 2024, the regulator noted that “opaque transaction flows, off-platform settlements, and foreign dominance make supervision challenging and increase risk for investors.”
Quidax’s attempt to internalize trades within its platform responded to these issues, but operational limits have now become apparent.
The P2P exit marks the first visible boundary of the sandbox, showing that activities not closely aligned with traditional capital-market structures, such as order-book trading or custodial swaps, remain easier to supervise. Quidax’s decision highlights the balance between innovation and regulatory visibility.
Licensing Delays and Strategic Platform Adjustments Quidax’s timing coincides with delays in ARIP licensing. Startups, including Quidax and Busha, were expected to transition to full licenses by August 2025.
A SEC spokesperson said, “We are reassessing supervisory readiness to ensure platforms meet capital-market standards before granting full licensure.”
New rules under the Investment and Securities Act (2025) classify digital assets as securities, bringing exchanges firmly under capital-market regulation.
Digital Asset Intermediaries (DAIs) and Digital Asset Platform Operators (DAPOs) now require a minimum capital of N500 million ($352,000). Combined services, including P2P trading, custody, or escrow, further increase regulatory obligations.
Quidax has also announced plans to delist 35 tokens, including meme coins, gaming assets, and tokens such as Worldcoin and World Liberty Financial. The company stated, “This adjustment aligns our platform with regulatory expectations and ensures safer trading for all users.”
The P2P shutdown represents the first clear wall for Nigeria’s crypto sandbox. Exchanges are now focusing on products that regulators can effectively monitor while maintaining liquidity and active trading for users in Nigeria’s developing crypto ecosystem.
2026-01-25 18:022mo ago
2026-01-25 13:002mo ago
Bitcoin Finds A Real-World Use Case In Las Vegas Stores
Trusted Editorial content, reviewed by leading industry experts and seasoned editors. Ad Disclosure
Small shops and some bigger chains in Las Vegas are now taking Bitcoin for everyday buys. People scan a QR code, pay from a phone, and the merchant gets paid. According to local reports, owners are trying this out to cut the cost of credit card processing and to attract customers who prefer crypto.
Merchants Cut Costs With Bitcoin Reports say the move is largely about fees. Credit card processing often takes away 2.5–3.5% of a sale. For many small operators, that is painful. Payment tools that accept Bitcoin — often routed over the Lightning Network or through services that can convert crypto to cash — have lowered that burden for merchants.
According to FOX5, more businesses across Las Vegas are now accepting Bitcoin payments, from chains like Steak ’n Shake to small shops and medical practices. Merchants said Bitcoin helps attract new customers and cut costs, while Square has enabled about 4 million U.S. merchants…
— Wu Blockchain (@WuBlockchain) January 24, 2026
Square’s program, which lets millions of US merchants enable Bitcoin checkout with no processing fee through 2026, helped speed up adoption in the area.
Stores Report Real Transactions Business owners are reporting real use, not just experiments. Juice stands and cafes have processed payments. Some larger outlets are listed on public payment maps so customers can find them.
BTCUSD currently trading at $88,735. Chart: TradingView This has meant more foot traffic from people who travel with crypto or who prefer to keep their cards for other uses. Reports note both new customers and savings on fees as clear benefits.
Lightning Network Speeds Up Payments The Lightning Network is being used to make payments faster and cheaper at the cash register. It moves small Bitcoin payments quickly without the long wait a base-layer transfer can cause.
Merchants scan a code or show one on a screen. The payment is then sent from the buyer’s wallet and settled almost instantly. This technical fix has made in-person Bitcoin payments workable for the first time at many spots.
How Owners See It Owners are balancing savings against new risks. Some keep crypto for a short time, then sell it for cash. Others leave part of their receipts in Bitcoin. Chargebacks, a problem with cards, are reduced when crypto is used.
A few places say small boosts in sales followed their switch to crypto, yet long-term patterns are still being watched. Reports have disclosed these mixed outcomes as part of a slow but clear shift.
Customers Find New Ways To Pay Shoppers are adapting. Tourists who carry crypto find these spots useful. Locals who are curious try the method at least once. Payment apps and merchant directories make the process easier for everyone.
For those who like simple steps, scanning a QR code and approving a payment on a phone works fine. For others it is a novelty that might stick.
Featured image from Unsplash, chart from TradingView
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.
Sign Up for Our Newsletter! For updates and exclusive offers enter your email.
Christian, a journalist and editor with leadership roles in Philippine and Canadian media, is fueled by his love for writing and cryptocurrency. Off-screen, he's a cook and cinephile who's constantly intrigued by the size of the universe.
2026-01-25 18:022mo ago
2026-01-25 13:002mo ago
Bitcoin whales vs. retail panic: 3 factors define BTC's next breakout
Bitcoin’s on-chain data highlighted a sharp behavioral split. As volatility rose, retail panic selling accelerated amid deeper drawdown fears.
Consequently, short-term holders sold below cost, locking in losses and reflecting bearish sentiment. During this phase, Short-Term Holder (STH) supply in loss expanded, confirming capitulation.
By contrast, whales accumulated steadily for several weeks. Wallets holding at least 1,000 BTC increased collective holdings by 104,340 BTC, a 1.5% rise.
That pushed total whale-held supply to 7.17 million BTC, marking a four-month high.
Source: X
Meanwhile, over $1 million in daily transfers hit a two-month high, signaling active accumulation. This dynamic implies smart-money absorption as retail exits exhaust.
STHs capitulate as realized losses remain elevated Bitcoin’s [BTC] Net Realized Profit and Loss analysis showed that the $4.5 billion realized loss did not occur in a single print but accumulated through repeated downside spikes.
This indicated prolonged stress rather than a single capitulation event.
As BTC price stalled near highs, distribution intensified. Consequently, losses expanded as short-term holders sold into drawdowns, driven by macro uncertainty, ETF outflows, and fading momentum.
Source: CryptoQuant
Historically, similar NRPL flushes appeared in 2018, 2020, and late 2022. Notably, the last comparable event saw Bitcoin near $28,000, followed by a long basing phase.
These losses correlate with capitulation. Recovery typically emerges once selling exhausts and accumulation absorbs supply.
Building on the spike in dollar-denominated NRPL, the 30-day realized net profit/loss in BTC terms adds clarity to who is selling and how.
The analysis showed the metric slipping below zero near late 2025, marking the first sustained negative print since September 2023.
Importantly, this selling is gradual, not abrupt, indicating pressure rather than panic.
Source: X
These losses largely come from short-term holders, as recent buyers sell below cost after failed breakouts above $90,000.
Macro uncertainty, ETF flow volatility, and leverage unwinds reinforce this behavior. As a result, supply caps upside and stalls price.
From a positioning perspective, bulls will have to monitor signs of loss and exhaustion, while bears remain focused on the persistence of distribution.
Range holds as losses shape structure Short-term holder loss realization continued to shape Bitcoin’s structure, keeping the price confined within a wide consolidation range.
Selling below cost added supply during rebounds, which limits breakouts above the $95,000-$100,000 resistance zone.
Source: TradingView
At the same time, selling pressure has eased near $85,000–88,000, where buyers have shown willingness to absorb supply.
This balance favored sideways price action rather than a sustained trend. A breakout would likely require realized losses to decline alongside stronger Spot demand.
On the downside, renewed increases in loss realization could weaken support and trigger another retest of lower levels.
Final Thoughts Bitcoin’s drawdown reflected short-term holder capitulation, with realized losses transferring supply toward whales that continued accumulating despite price stagnation. Persistent selling kept Bitcoin range-bound between $85,000–$88,000 support and $95,000–$100,000 resistance, leaving direction dependent on loss exhaustion and renewed Spot demand.
2026-01-25 18:022mo ago
2026-01-25 13:002mo ago
Is Bitcoin Supercycle Truly On The Horizon? Analyst Predicts $31K Bottom In 2026
The calls of a potential Bitcoin supercycle in 2026 intensified over the past week after former Binance CEO Changpeng ‘CZ’ Zhao — yet another prominent voice in crypto — laid out his predictions for the new year. However, a popular analyst on the social media platform X has released an opposing view, predicting a deep bottom for the BTC price this year.
BTC Price At Risk Of Further 65% Decline In a January 25th post on the X platform, prominent crypto trader Ali Martinez said, in a sarcastic tone, that “the super cycle is super cycling.” In what seemed like a response to the buzz around CZ’s Bitcoin supercycle projection, the market pundit tempered the expectations with a $31,000 price bottom call for the premier cryptocurrency in 2026.
This bearish prediction is based on the appearance of price fractals on the BTC chart. For context, fractals are repeating patterns in price charts that can help map and project potential price movements for a particular cryptocurrency (Bitcoin, in this scenario).
Source: @ali_charts on X As observed in the chart above, the price of BTC is currently following a similar movement pattern as in 2022. The premier cryptocurrency, after initially setting a then all-time high around $67,000 in early 2021, witnessed a nearly 55% correction to just above the $30,000 level by mid-July.
While the price of Bitcoin recovered and went back to set a record high of above $69,000 by the end of 2021, the market leader spent the majority of the following year in a downward trend. Exacerbated by the various bearish events of 2022, BTC ended the year at a low of around $15,500.
Martinez believes that the Bitcoin price is undergoing a similar movement pattern, having experienced an over 32% decline before climbing to the current all-time high of $126,080. The market pundit postulates that the premier cryptocurrency is currently witnessing the extended decline that saw its price reach $15,500 in 2022.
However, it is worth mentioning that the target this time around lies at $31,800, nearly 65% drop from the current price point. Hence, if the historical patterns highlighted by Martinez are to go by, there seems to be a higher likelihood of the Bitcoin price embarking on an extended downward trend rather than a supercycle.
Bitcoin Price At A Glance As of this writing, the price of BTC stands at around $88,528, reflecting an over 1% decline in the past 24 hours.
The price of BTC on the daily timeframe | Source: BTCUSD chart on TradingView Featured image from iStock, chart from TradingView
2026-01-25 18:022mo ago
2026-01-25 13:012mo ago
Dogecoin Price Prediction: Can DOGE Recover After 11.8% Weekly Crash?
Dogecoin drops 11.8% to $0.1207 as macro uncertainty weighs on crypto markets. Technical indicators point to $0.116 support.
Newton Gitonga2 min read
25 January 2026, 06:01 PM
Dogecoin has extended its losing streak in the cryptocurrency market, dropping 11.8% over the past week to trade at $0.1207 on Sunday. The meme coin's decline reflects broader weakness across digital assets as investors pull back from risk amid geopolitical tensions and uncertainty surrounding upcoming Federal Reserve policy decisions.
The token fell 2.41% in the past 24 hours, with trading volume plummeting 44% to $426 million. Market analysts point to deteriorating sentiment across altcoins as institutional and retail traders alike rotate capital away from speculative assets.
Macro Headwinds Trigger Risk-Off SentimentThe cryptocurrency sector faced renewed selling pressure over the weekend as traditional markets grappled with escalating trade tensions. Bitcoin declined to $88,700 while Ethereum dropped to $2,930, dragging smaller-cap digital assets lower.
President Donald Trump's threat to impose 100% tariffs on Canadian goods has intensified concerns about global trade stability. The announcement sent shockwaves through financial markets, prompting investors to reduce exposure to volatile assets.
Traders are now focused on the Federal Reserve's interest rate decision scheduled for January 28. Expectations of hawkish commentary from central bank officials have dampened enthusiasm for cryptocurrencies and other growth-oriented investments.
The combination of trade war fears and monetary policy uncertainty has created an unfavorable environment for digital assets. Dogecoin, known for its high volatility and speculative nature, has been particularly vulnerable to the shift in market dynamics.
Cryptocurrency strategists note that macroeconomic instability typically reduces appetite for high-beta assets. Safe-haven instruments have attracted significant inflows as investors seek to preserve capital during periods of heightened uncertainty.
Technical Indicators Point to Further WeaknessDogecoin currently trades below its 30-day average price of $0.134, signaling sustained bearish momentum. The Relative Strength Index sits at 38.61, indicating downward pressure without reaching oversold territory.
The MACD histogram remains negative at -0.0018943, confirming the continuation of the downtrend. Price action has formed a pattern of lower highs and lower lows, suggesting additional downside risk in the near term.
Technical analysts identify $0.116 as the next potential support level based on recent swing lows. The absence of significant buying interest at current prices indicates limited conviction among market participants.
Chart patterns show no clear reversal signals, leaving bears in control of short-term price direction. Volume analysis reveals thinning liquidity, which could amplify price movements in either direction.
ENRICH your inbox with our best storiesDon’t miss out and join our newsletter to get the latest,
well-curated news from the crypto world!
Newton Gitonga covers cryptocurrencies, blockchain, and digital finance. He specializes in breaking down complex trends with clear, data-driven reporting. His work focuses on market analysis, technical insights, and the evolving role of altcoins in shaping global markets.
Read more about
Dogecoin (DOGE) News
2026-01-25 17:022mo ago
2026-01-25 10:452mo ago
Beyond Meat Stock: High-Risk Speculation or Deep-Value Opportunity?
Beyond Meat stock has seen some incredibly volatile swings over the last year of trading. Betting on a comeback for the maker of plant-based meat alternatives remains a risky play.
The business of this online bank continues to thrive.
SoFi Technologies (SOFI 0.88%) has been a standout stock to own, up more than 355% over the past three years. Like most stocks, there's generally short-term movement that comes along the heels of its earnings reports, and that movement could go either way.
SoFi reports 2025 fourth-quarter and full-year results on Jan. 30. Should you buy the stock beforehand?
Image source: SoFi.
SoFi wants to be the one-stop shop for financial management SoFi was one of the earlier digital banks, and it has evolved from a student loan company into a complete financial management app. This strategy, which hinges on cross-selling new products to customers as their needs change, is leading to higher engagement and sales, and it implies a long growth runway.
Not only is the company growing, but it's accelerating as it scales. It onboarded record new customers for the past three quarters, breaking the previous record each time, and adjusted net revenue increased 38% year over year in the 2025 third quarter. All of its segments, which include lending, financial services, and the business-to-business tech platform, are growing by double digits. It's certainly benefiting from lower interest rates in the lending business, but the financial services segment, which is the non-lending business, is flying, with sales up 76% year over year in the quarter. All of this growth is leading to high profitability through scale, and with no physical storefronts that require costly real estate, it's managing costs efficiently.
Today's Change
(
-0.88
%) $
-0.23
Current Price
$
25.86
Everyone is banking online It's hard to believe SoFi won't report strong earnings on Jan. 30, but the market can be brutal depending on its expectations. Wall Street is expecting $0.11 in fourth-quarter earnings per share (EPS) and $0.36 for the full year. If it reports growth but doesn't meet expectations, the stock could drop.
There could be other reasons it drops, too, including management's guidance or other actions the market might not like, such as an acquisition or a divestiture.
SoFi has beaten EPS expectations for the past four quarters, and the market has reacted positively to its recent updates about product innovation. So the odds are in the stock's favor.
However, short-term movements shouldn't be all that important. More important are the long-term prospects. So if you buy today and the stock ends up going down, don't fret; the likelihood is that SoFi stock gains again in 2026, and it could be an excellent stock to own for the long term.
2026-01-25 17:022mo ago
2026-01-25 11:152mo ago
Vanguard Russell 2000 ETF: A Smart Small-Cap Play Right Now?
Small-caps are off to a fast start in 2026. Is now the time to jump into the Russell 2000 again?
Small-caps have gotten off to a fast start to kick off 2026. The Russell 2000 index is already beating the S&P 500 by more than 8% year to date (through Jan. 21), and it's strung together more than a dozen straight trading days outperforming the large-cap index.
The Russell 2000 hasn't beaten the S&P 500 in a full calendar year since 2020. The Vanguard Russell 2000 ETF's (VTWO 1.80%) price-to-earnings ratio of 17.5 indicates that there's a fair amount of value waiting to be unlocked in this segment of the market. Is 2026 the year it finally happens?
Image source: Getty Images.
What is the Vanguard Russell 2000 ETF? The Vanguard Russell 2000 ETF tracks an index of smaller companies whose market caps fall below those of the large-cap Russell 1000 index. These companies are generally considered to have higher growth potential and lower valuations, but are, in many cases, still unprofitable and potentially more speculative than their more established large-cap counterparts.
That's what makes them a unique diversifier, even though they carry the same "U.S. equity" tag. You get better value, the potential for above-average growth with it, and a market composition significantly different from that of the S&P 500.
Today's Change
(
-1.80
%) $
-1.96
Current Price
$
107.04
Is the early part of 2026 a signal that the time for small-caps has finally returned?
Benefits from improved breadth in the stock market One of the big trends we've seen so far this year is the huge rotation out of tech and into other areas of the market. Cyclicals, including industrials, energy, and materials, have been the biggest beneficiaries. Investors no longer seem willing to pay a premium valuation for growth, but they still want stocks that benefit from economic growth.
Small-caps slide right into that trend. They don't have the growth tilt, and the Vanguard Russell 2000 ETF's top three sector exposures are industrials, healthcare, and financials. Tech is only the 4th largest sector holding, at around 12%. If cyclicals keep doing well here, small-caps should be able to ride the wave.
Large number of unprofitable companies makes it dangerous The one thing that makes investing in the Russell 2000 less attractive is its lack of quality. Roughly 40% of companies in the index are unprofitable. In a market correction or earnings downturn, that could hurt small-cap performance. Investors are willing to take the swing on unprofitable companies when economic conditions look good. If conditions turn south, the negative earnings are going to be a real black mark.
Overall, the significant slowing in the labor market is a real cause for concern. But the high-level economic numbers still look pretty good. If that trend can be maintained, small-caps and the Vanguard Russell 2000 ETF continue to look attractive here. Just keep an eye on where the trend is heading. If it turns, it might be time to rethink small-caps.
The company is making strides in its AI voice tech, but remains a high-risk, high-reward investment.
Once a hot artificial intelligence (AI) stock, SoundHound AI (SOUN 5.23%) has cooled off. Shares reached a 52-week high of $22.17 in October, but the stock has since lost more than half its value.
SoundHound's high stock valuation last year contributed to its share price decline. So does this create a buy opportunity?
Image source: Getty Images.
A look into SoundHound's technology SoundHound aspires to make voice conversations with AI easy and intuitive. The company has made great strides in this goal, resulting in compelling technology that's applied in interesting ways.
For instance, its agentic AI can be tailored to the unique business requirements of each client, such as by learning company-specific jargon. Customers include Walmart-owned TV manufacturer Vizio and restaurant chain Chipotle.
In January, SoundHound unveiled that its AI agents can be embedded in a variety of devices, such as cars and TVs, and can execute various voice commands, including ordering food and booking flights, hotels, and restaurant reservations.
In addition, SoundHound's platform can be integrated into a vehicle's camera system. This allows AI to "see" its surroundings and assist the driver with tasks such as calling a phone number on a billboard or identifying a nearby landmark.
The evolution of SoundHound's AI platform is a good sign, as it needs to keep pace with the changes happening in artificial intelligence. Tech companies, such as OpenAI, are pushing to make AI as potent as possible.
In fact, OpenAI seeks to achieve artificial general intelligence (AGI), a theoretical level of AI capable of thinking like a human in terms of creativity and problem-solving. OpenAI expects AGI systems to be smarter than humans. With that kind of technological advancement on the horizon, the long-term success of SoundHound's AI platform relies on continued, rapid innovation.
Today's Change
(
-5.23
%) $
-0.57
Current Price
$
10.33
Examining SoundHound's financials A key part of SoundHound's strategy to build up its tech and business has been to acquire companies operating in voice AI. For instance, last September, it purchased Interactions, which specializes in agentic AI. These acquisitions contributed to third-quarter revenue rising 68% year over year to $42 million.
However, the acquired businesses added to operating expenses, resulting in a Q3 operating loss of $115.9 million, a 243% increase over the year-ago period. This becomes a concern if losses continue to mount.
SoundHound CFO Nitesh Sharan tried to reassure investors by explaining, "We are crossing the chasm to where we expect our inflows to exceed outflows."
He went on to say, "our early expectations for 2026 are to continue delivering high growth ... and we expect to do so with near break-even profitability levels." If Sharan's estimates are accurate, then SoundHound could be close to turning a corner with its financial health.
On the plus side, the company exited Q3 with a solid balance sheet. Total assets were $702.2 million with $268.9 million in cash and equivalents. Total liabilities were $303 million with no debt.
Is now the time to buy SoundHound stock? Given its tech advancements and promise of improving financials, combined with its stock price drop, is SoundHound now a buy? To gain insight here, let's look at the stock's price-to-sales ratio (P/S), which measures how much investors are willing to pay for every dollar of revenue produced over the trailing 12 months.
Data by YCharts.
The chart shows SoundHound's P/S multiple has dropped, and is now hovering around levels seen last April after the Trump administration's tariff announcement caused the stock market to plunge.
This suggests that now is not a bad time to consider picking up SoundHound shares, although a P/S ratio around 28 is still not cheap. Moreover, the stock is very volatile, as evidenced by its high beta of nearly three.
Therefore, SoundHound is not for the faint of heart. Only investors with a strong risk tolerance should consider buying shares.
Even then, because of its excessive operating costs, SoundHound is a high-risk, potentially high-reward stock. If it gets its financial health in shape and maintains technological progress, it could be an AI winner for investors over the long run.
2026-01-25 17:022mo ago
2026-01-25 11:312mo ago
SCHB vs. SPTM: Which Total Stock Market ETF Is the Better Buy for Investors?
SCHB’s wider company coverage and larger asset base set it apart in ways that may influence portfolio diversification strategies.
The State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM 0.04%) and the Schwab U.S. Broad Market ETF (SCHB 0.15%) both aim to mirror the performance of the broad U.S. stock market for a minimal fee, making each a candidate for a core holding in a diversified portfolio.
This comparison examines cost, size, sector tilts, historical returns, and key structural details to help clarify which approach may appeal to investors based on their priorities.
Snapshot (cost & size)MetricSPTMSCHBIssuerSPDRSchwabExpense ratio0.03%0.03%1-yr return (as of Jan. 25, 2026)12.91%12.80%Dividend yield1.13%1.11%Beta (5Y monthly)1.021.05AUM$12 billion$38 billionBeta measures price volatility relative to the S&P 500. The 1-yr return represents total return over the trailing 12 months.
Expense ratios for both ETFs are as low as it gets at 0.03%. With dividend yields also nearly identical, neither fund stands out on cost or payout. Investors comparing these two will likely need to focus on other factors, such as size and diversification.
Performance & risk comparisonMetricSPTMSCHBMax drawdown (5 y)-24.15%-25.40%Growth of $1,000 over 5 years$1,765$1,700What's insideSCHB seeks to track the performance of the Dow Jones U.S. Broad Stock Market Index and holds 2,401 stocks, with a portfolio tilt of 33% technology, 13% financial services, and 11% consumer cyclical.
Its top holdings are Nvidia, Apple, and Microsoft, and the fund has been operating since 2009 with no notable quirks or overlays.
In contrast, SPTM follows the S&P Composite 1500 Index, giving exposure to roughly 1,510 stocks across all market capitalizations. Its top sector allocations are nearly identical to SCHB, and its top three holdings are also Nvidia, Apple, and Microsoft. It was launched in 2000, giving it a longer history than SCHB.
For more guidance on ETF investing, check out the full guide at this link.
What this means for investorsSPTM and SCHB are nearly identical in most ways. They offer the same low expense ratio and nearly matching dividend yields, putting them on fairly equal footing in terms of fees and income.
They also focus primarily on tech stocks, followed by financial services and consumer cyclical stocks. They share the same top three holdings, with those companies making up 18.35% of SCHB’s portfolio compared to 19.79% for SPTM.
With total returns and max drawdowns close to the same, these funds have also shown similar performance and volatility.
The two main differentiators are their assets under management (AUM) and the number of holdings, and SCHB is larger on both accounts. A larger AUM can increase liquidity, allowing investors to buy and sell larger amounts without affecting the ETF’s price.
SCHB also contains nearly 1,000 more stocks than SPTM. While that hasn’t appeared to result in a significant difference in its risk profile or total returns, it can be an advantage for investors seeking greater exposure to the broader market.
Katie Brockman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Apple, Microsoft, and Nvidia. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.
2026-01-25 17:022mo ago
2026-01-25 11:332mo ago
Tanker carrying Venezuelan heavy oil departs to Louisiana, shipping data shows
CompaniesHOUSTON, Jan 25 (Reuters) - A crude tanker chartered by Trafigura departed on Sunday from Venezuela's Jose port to Louisiana Offshore Oil Port (LOOP), LSEG data and documents showed, the first cargo going directly to the U.S. as part of a 50-million-barrel supply deal agreed this month between Caracas and Washington.
This month, trading houses Vitol and Trafigura received the first U.S. licenses to load and export Venezuelan oil as part of the deal. They have since shipped cargoes to storage terminals in the Caribbean, and from there they have been marketing and selling the crude to refiners worldwide.
Sign up here.
The Liberia-flagged tanker Gloria Maris, carrying some 1 million barrels of Venezuela's Merey heavy crude, is the first sent by the traders directly from Venezuela to a U.S. port since the deal began, according to the documents and data.
A smaller tanker, the Barbados-flagged Volans, also departed from Jose on Sunday carrying some 450,000 barrels of Venezuelan crude to the Bullen Bay terminal in Curacao, the LSEG data showed.
The traders have shipped between 10 million and 11 million barrels of Venezuelan oil as part of the supply deal so far, according to shipping data. They are getting ready to begin exporting fuel oil as well, according to the sources and documents.
Before Venezuela can reverse output cuts it has made during a U.S. blockade of all sanctioned tankers, the country needs to drain most of the over 40 million barrels it accumulated in storage since last month.
Reporting by Marianna Parraga; Editing by Cassandra Garrison and David Gregorio
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Focused on energy-related sanctions, corruption and money laundering with 20 years of experience covering Latin America's oil and gas industries. Born in Venezuela and based in Houston, she is author of the book "Oro Rojo" about Venezuela's troubled state-run company PDVSA and Mom to three boys.
2026-01-25 17:022mo ago
2026-01-25 11:342mo ago
This Rock-Solid 5.5%-Yielding Dividend Stock Just Gave its Investors Another Raise
Oneok has been an excellent income stock over the past couple of decades.
Oneok (OKE 0.71%) offers investors an attractive dividend yield today. At 5.5%, it's several times above the S&P 500's dividend yield, which is approaching its record low at around 1.2%.
While higher-yielding dividend stocks can have higher risk profiles, that's not the case with Oneok's payout. It's on rock-solid ground. That's enabling the pipeline company to give its investors another raise.
Image source: Getty Images.
Another pay bump Oneok recently declared its latest quarterly dividend payment. The diversified energy midstream company will pay $1.07 per share ($4.28 annualized) on Feb. 13 to investors who hold shares by Feb 2. That's a 4% increase from its prior level.
That continues the pipeline company's quarter-century track record of delivering stable to growing dividends for its investors. While Oneok hasn't increased its dividend every year during that period, it has nearly doubled its dividend payment over the past decade. It has a much better track record than its closest peers in the pipeline industry, most of which have reduced their dividend payments at some point over the past 10 years.
Today's Change
(
-0.71
%) $
-0.56
Current Price
$
78.00
More dividend increases to come Oneok's current target is to grow its dividend by 3% to 4% each year. That's a very achievable goal, given its financial strength and the visible growth it has coming down the pipeline.
The pipeline company's diversified midstream operations generate very stable cash flow as long-term contracts and government-regulated rate structures underpin the bulk of its assets. Additionally, the company has an investment-grade credit rating backed by a conservative 3.5 times leverage ratio.
Oneok has grown significantly in recent years by completing a series of large-scale acquisitions. It sees the potential of capturing several hundred million dollars in additional cost savings and commercial synergies from these deals, including $250 million targeted for 2026.
Meanwhile, the company has several organic expansion projects under construction to expand its midstream operations. It currently has projects underway that should enter commercial service through the middle of 2028, including joint ventures (JVs) to build a new LPG export terminal and a large-scale natural gas pipeline. These projects will provide Oneok with incremental sources of stable cash flow as they enter commercial service over the next few years.
Oneok's strong financial profile will enable the company to continue expanding its operations. It can make bolt-on acquisitions like last year's $940 million deal to acquire the remaining 49.9% JV interest in its Delaware G&P. It can also continue to approve organic capital projects to expand its operations. Securing additional investments would further enhance and extend the visibility of its growth profile.
A rock-solid income stock Oneok offers investors a big-time income stream these days. The pipeline giant's dividend is on a rock-solid foundation, thanks to its stable cash flows and strong financial profile. Meanwhile, with more growth coming down the pipeline, it should have ample fuel to continue increasing its high-yielding payout.
2026-01-25 17:022mo ago
2026-01-25 11:442mo ago
Beyond Biotech—3 Healthcare Stocks for Growth-Minded Investors
Healthcare stocks rallied in 2025, breaking a two-year slump as investors chased steadier rates, better valuations, and improving earnings. The problem: mid-single-digit gains still lagged tech, leaving the sector feeling like a missed opportunity.
For investors still hunting for healthcare growth, the answer doesn’t have to lie in the high-risk, high-reward world of biotech. Instead of betting on binary clinical-trial outcomes, many are rotating into MedTech and healthcare services—areas built on procedure volume, recurring revenue, and “tools-and-infrastructure” demand that can scale without the same make-or-break drug risk.
Get IQVIA alerts:
Where Investors Are Looking Beyond Biotechnology Earnings season can sometimes reveal themes. One healthcare-related theme seems to have emerged this season, based on the earnings results of Johnson & Johnson NYSE: JNJ.
Since spinning off its consumer products division, J&J has focused on innovative medicine and medical technology (medtech). In 2025, the company’s MedTech sales were up 6.1% to $33.8 billion, with $8.8 billion of that total coming in the just-finished fourth quarter.
Investors are warming up to medtech, but they're not stopping there—they’re also seeing potential in companies that offer healthcare services and tools.
Could this trend lead to a rotation beyond biotechnology to other high-growth areas in the healthcare field? If so, three companies are exceptionally well-positioned to capitalize on those gains this earnings season.
Intuitive Surgical: Procedure Growth Drives Recurring Revenue Intuitive Surgical NASDAQ: ISRG remains one of the clearest long-term growth stories in healthcare. The company’s da Vinci robotic surgery systems continue to benefit from rising global procedure volumes as hospitals prioritize minimally invasive surgeries that shorten recovery times and improve outcomes.
Intuitive Surgical Today
ISRG
Intuitive Surgical
$523.99 -1.82 (-0.35%)
As of 01/23/2026 04:00 PM Eastern
52-Week Range$425.00▼
$609.08P/E Ratio66.41
Price Target$617.57
What makes Intuitive Surgical especially attractive to growth-minded investors is its razor-and-blades business model. The company’s real earnings power comes from recurring revenue tied to instruments, accessories, and services used in every procedure. Thus, as utilization rises, margins tend to expand in synchrony.
In 2025, procedure growth accelerated as hospitals worked through staffing challenges and surgical backlogs that had built up in prior years. International adoption also remained a key driver, expanding the company’s addressable market.
That growth, however, didn’t show up in the ISRG stock price, which is down over 17% in the last 12 months. And that’s where the opportunity lies. Analysts give ISRG a consensus price target of $622.17, which is an upside of over 18%. And even at 69x times earnings, the stock is still undervalued compared to its history.
Edwards Lifesciences: Structural Heart Innovation Fuels Growth Edwards Lifesciences NYSE: EW is a global leader in structural heart therapies, particularly transcatheter aortic valve replacement (TAVR), a procedure that continues to gain adoption as clinical data supports its use in lower-risk patients.
Edwards Lifesciences Today
EW
Edwards Lifesciences
$83.70 -0.74 (-0.88%)
As of 01/23/2026 03:59 PM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$65.94▼
$87.89P/E Ratio36.08
Price Target$96.82
That expanding patient pool is critical. As populations age, demand for less invasive cardiac procedures is increasing, and Edwards is well-positioned to benefit.
In 2025, the company delivered steady growth as procedure volumes normalized and hospitals resumed capital investments after several cautious years.
Beyond TAVR, Edwards Lifesciences is investing in next-generation valve platforms and expanding its presence in mitral and tricuspid therapies, which represent large, underpenetrated markets.
EW stock jumped over 21% in the last 12 months. However, analysts still give the stock a consensus price target of $96.82, which represents about 13% upside. Unlike Intuitive Surgical, though, investors will have to decide whether to pay a premium for the stock, as it is highly valued relative to its history.
IQVIA: The Picks-and-Shovels Play on Healthcare Innovation IQVIA NYSE: IQV provides data analytics, clinical trial management, and outsourced research services to pharmaceutical and biotechnology companies worldwide. IQVIA’s services are becoming increasingly mission-critical as drug pipelines grow more complex.
IQVIA Today
$235.20 -3.86 (-1.61%)
As of 01/23/2026 03:59 PM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$134.65▼
$247.04P/E Ratio32.26
Price Target$251.06
In 2025, IQVIA benefited from a gradual recovery in clinical trial activity after several years of budget discipline across biotech. As financing conditions improved and large pharmaceutical companies advanced late-stage programs, demand for IQVIA’s contract research and real-world evidence platforms increased.
What makes IQVIA especially attractive is its highly recurring revenue model and deep integration with customers’ workflows. Switching costs are high, and long-term contracts provide investors with earnings visibility.
IQV stock is up 17% in the last 12 months, close to the S&P 500 average. Still, the consensus price target suggests about 3% more upside, with many respected analysts going out on a limb to call for targets that are as much as 10%, 15%, or even 20% above where IQV trades today.
Should You Invest $1,000 in IQVIA Right Now?Before you consider IQVIA, 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 IQVIA wasn't on the list.
While IQVIA currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
Discover the 10 Best High-Yield Dividend Stocks for 2026 and secure reliable income in uncertain markets. Download the report now to identify top dividend payers and avoid common yield traps.
Get This Free Report
2026-01-25 17:022mo ago
2026-01-25 11:492mo ago
CSQ: Tax-Efficient Dividends That Can Continue To Grow
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 CSQ 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.
2026-01-25 17:022mo ago
2026-01-25 12:002mo ago
CORRECTION FROM SOURCE: AME Roundup Attendees Can Visit Bold Ventures Inc. Exhibition Booth 1624 on January 28th and 29th
Toronto, Ontario--(Newsfile Corp. - January 25, 2026) - Bold Ventures Inc. (TSXV: BOL) (the "Company" or "Bold") will be exhibiting at the AME Roundup Conference from booth Number 1624 on January 28th and 29th rather than January 25th and 26th as previously reported in our news release dated January 24, 2026.
Conference attendees are invited to visit Bold's exhibition booth where they will find rock samples, photos and maps of our critical and precious metals exploration properties. Bold Management will be present to provide updates of our ongoing exploration efforts (see Bold news release dated January 12, 2026).
Additionally, today (January 25th) and tomorrow (January 26th) attendees at the Vancouver Resource Investment Conference may visit our booth number 512.
Bold Ventures management believes our suite of Battery, Critical and Precious Metals exploration projects are an ideal combination of exploration potential meeting future demand. Our target commodities are comprised of: Copper (Cu), Nickel (Ni), Lead (Pb), Zinc (Zn), Gold (Au), Silver (Ag), Platinum (Pt), Palladium (Pd) and Chromium (Cr). The Critical Metals list and a description of the Provincial and Federal electrification plans are posted on the Bold website here.
About Bold Ventures Inc.
The Company explores for Precious, Battery and Critical Metals in Canada. Bold is exploring properties located in active gold and battery metals camps in the Thunder Bay and Wawa regions of Ontario. Bold also holds significant assets located within and around the emerging multi-metals district dubbed the Ring of Fire region, located in the James Bay Lowlands of Northern Ontario.
Neither TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.
Cautionary Note Regarding Forward-Looking Statements: This Press Release contains forward-looking statements that involve risks and uncertainties, which may cause actual results to differ materially from the statements made. When used in this document, the words "may", "would", "could", "will", "intend", "plan", "anticipate", "believe", "estimate", "expect" and similar expressions are intended to identify forward-looking statements. Such statements reflect our current views with respect to future events and are subject to such risks and uncertainties. Many factors could cause our actual results to differ materially from the statements made, including those factors discussed in filings made by us with the Canadian securities regulatory authorities. Should one or more of these risks and uncertainties, such actual results of current exploration programs, the general risks associated with the mining industry, the price of gold and other metals, currency and interest rate fluctuations, increased competition and general economic and market factors, occur or should assumptions underlying the forward looking statements prove incorrect, actual results may vary materially from those described herein as intended, planned, anticipated, or expected. We do not intend and do not assume any obligation to update these forward-looking statements, except as required by law. Shareholders are cautioned not to put undue reliance on such forward-looking statements.
NOT FOR DISTRIBUTION TO U.S. NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/281536
Source: Bold Ventures Inc.
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
2026-01-25 16:022mo ago
2026-01-25 09:402mo ago
Better ETF: Vanguard's Mega-Cap MGK vs. iShares' Small-Cap IWM
Explore how IWM’s diversified small-cap mix and higher yield contrast with MGK’s focused tech giants and lower fees.
The Vanguard Mega Cap Growth ETF (MGK +0.59%) and iShares Russell 2000 ETF (IWM 1.81%) differ sharply in both cost and portfolio focus, with MGK offering lower expenses and tech concentration, while IWM provides broader small-cap exposure and a higher yield.
Both funds are index-based, but MGK targets the largest U.S. growth stocks, whereas IWM tracks the small-cap Russell 2000 universe. This comparison looks at cost, performance, risk, and portfolio makeup to help investors weigh which approach may appeal to different goals.
Snapshot (cost & size)MetricMGKIWMIssuerVanguardISharesExpense ratio0.07%0.19%1-yr return (as of 2026-01-22)14.4%18.2%Dividend yield0.4%1.0%Beta1.201.34AUM$32.5 billion$73.7 billionBeta measures price volatility relative to the S&P 500; beta is calculated from five-year weekly returns. The 1-yr return represents total return over the trailing 12 months.
IWM carries a higher expense ratio than MGK, making MGK the more affordable choice on fees, while IWM offers a higher dividend yield that may appeal to income-seeking investors.
Performance & risk comparisonMetricMGKIWMMax drawdown (5 y)-36.01%-31.91%Growth of $1,000 over 5 years$1,929$1,256What's insideIWM holds 1,951 stocks, offering broad exposure to U.S. small-caps with sector weights led by healthcare (19%), financial services (16%), and technology (16%). Its largest positions, such as Bloom Energy Class A Corp. (BE 0.51%), Credo Technology Group(CRDO 1.44%), and Kratos Defense and Security (KTOS 3.04%), each account for less than 1.1% of assets, keeping single-company risk low. With a fund age of 25.7 years, IWM provides long-standing access to the small-cap segment.
MGK, by contrast, is highly concentrated in technology (70%), with top holdings like NVIDIA (NVDA +1.60%), Apple (AAPL 0.07%), and Microsoft (MSFT +3.28%) making up over a third of assets. While MGK holds 69 stocks, it focuses on the largest U.S. growth names, resulting in greater exposure to tech sector trends and mega-cap company performance.
For more guidance on ETF investing, check out the full guide at this link.
What this means for investorsChoosing between the Vanguard Mega Cap Growth ETF (MGK) and iShares Russell 2000 ETF (IWM) is about deciding on the type of exposure to the stock market you want.
MGK is about investing in big tech companies, given its 70% weighting towards the technology industry. Due to the rise of the hot artificial intelligence sector, tech is an area expected to experience a lot of growth over the next several years. However, MGK is not very diversified, so if the tech market enters a downturn, the ETF’s performance will be severely impacted. Adding to this is that MGK holds only 69 stocks, making it reliant on the performance of a handful of mega-cap companies, such as Microsoft.
IWM is the opposite of MGK. It targets small-cap companies, and is highly diversified across several sectors and businesses with nearly 2,000 stocks in the ETF. This means if a particular industry or group of companies experiences a decline, the others can help buoy IWM’s performance. The tradeoff is in the ETF’s higher expense ratio although that’s offset to a degree by its higher dividend yield.
For investors who want diversification and greater dividend income, IWM is the better choice. For those seeking exposure to the largest U.S. tech companies at a low cost, MGK is the way to go.
Robert Izquierdo has positions in Apple, Microsoft, and Nvidia. The Motley Fool has positions in and recommends Apple, Bloom Energy, Kratos Defense & Security Solutions, Microsoft, and Nvidia. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.
2026-01-25 16:022mo ago
2026-01-25 09:452mo ago
This Overlooked Rare-Earth Stock Could Transform $1,000 Into Life-Changing Wealth
USA Rare Earth is up over 30% in 2026. Is now the time to buy before it takes off?
When you think of a U.S.-based rare-earth miner -- if you've ever found yourself thinking such a thing at all -- MP Materials (MP +1.77%) is probably the first mining stock that comes to mind. And while MP Materials certainly deserves its popularity -- it did, after all, ink a landmark $400 million deal with the Department of Defense -- USA Rare Earth (USAR +9.07%) might be the better growth opportunity right now.
Image source: Getty Images.
Like MP, USA Rare Earth is trying to build a domestic supply of rare-earth metals, with the end goal of manufacturing high-performance magnets.
Unlike MP, whose mining output is mostly light rare-earth elements, USA Rare Earth controls a deposit (the Round Top deposit in Texas) that is much richer in heavy earths, such as dysprosium and terbium. This could mean that USA Rare Earth fills a critical gap in the rare-earth supply chain.
Today's Change
(
9.07
%) $
2.06
Current Price
$
24.77
That said, USA Rare Earth is an early-stage development company. It doesn't generate meaningful revenue right now, and it likely won't for several years.
USAR Revenue Estimates for Current Fiscal Year data by YCharts
The company itself predicts that it will finish its first magnet factory in early 2026, while mining at Round Top will likely start in 2028.
As a pre-revenue company with no track record of mining, investors should expect turbulence as the company works to scale its mining and manufacturing capabilities. The stock's market cap is already about $2.5 billion, despite no revenue, and yet if it can build its mine-to-magnet supply chain as it plans, that valuation could look small in retrospect.
A $1,000 investment in the company today isn't without risks, and investors should weigh those risks carefully. But given the importance of high-performance magnets in the U.S. -- which are found in many everyday electronics and devices -- the company seems well-positioned to grow dramatically if it can scale its magnet production commercially.
Steven Porrello has no position in any of the stocks mentioned. The Motley Fool recommends MP Materials. The Motley Fool has a disclosure policy.
2026-01-25 16:022mo ago
2026-01-25 10:002mo ago
These 2 General Electric Spin-offs Had a Banner 2025. Can It Continue?
Are you interested in investing in one of the most storied companies in U.S. history? Well, you now have three choices. I'm talking about General Electric, the legendary company founded in 1892 by Thomas Alva Edison, the genius American innovator who invented the phonograph, electric light bulb, motion picture camera, and countless other devices.
Over its 133-year history, General Electric has been just as innovative. It created advanced technologies in hydroelectric power, aviation, energy grids, wind power, healthcare, materials science, and many other fields.
But the company's descent was just as dramatic. It fell apart like a slow-motion car wreck due to too much diversification, failed business strategies, and a disastrous foray into financial services. Losses at GE's financial unit almost sank the company during the Great Recession. The share price plunged more than 80% between 2007 and 2009.
The original GE split into three separate companies The original General Electric was then split into three separate publicly traded companies beginning in 2021. One of them, GE HealthCare Technologies, makes equipment like medical imaging devices, X-ray machines, and ultrasound systems. It's been up and down over the past three years but is now up 25% since it was spun off from the original GE in late 2022. For comparison, the S&P 500 index is up about 75% over that time, so it has underperformed the market.
The stocks of the other two spin-offs, however, have fared much better. GE Aerospace (GE 0.34%) makes jet and turboprop engines, among other aircraft components. And GE Vernova (GEV 0.59%) makes power products that generate, transfer, orchestrate, and store electricity. The two split and began trading as separate public companies in April 2024.
Today's Change
(
-0.34
%) $
-1.00
Current Price
$
294.00
Since the split, GE Aerospace is up about 100%, and GE Vernova has climbed 400%. The two stocks had a banner 2025. GE Vernova was up 95% last year, and GE Aerospace rose about 85%. That was in a year when the broader market gained about 17%, as measured by the S&P 500. Can they continue to outperform the market in 2026?
There's more demand than supply for aircraft and parts GE Aerospace has huge upside due to a supply-demand imbalance in the aircraft industry. Demand for air travel is up, yet the aviation industry is not supplying the aircraft, components, or necessary maintenance to meet it. Commercial air travel grew more than 10% from 2023 to 2024 and is projected to rise by 4.2% annually through 2030.
But there's currently a severe shortage of aircraft and components due to a production halt during the COVID-19 pandemic, a lack of talent, and an aging global fleet of planes in need of repairs or outright retirements and replacements.
Today's Change
(
-0.59
%) $
-3.89
Current Price
$
657.78
Aircraft engine maintenance and repair has become a choke point for commercial aviation, according to consulting firm Bain & Company, with shop turnaround times up 35% for legacy engines and 150% for new engines. Bain says these problems won't even peak until mid-2026 and should last through the end of this decade.
GE Aerospace management forecasts double-digit annual revenue growth from 2025 to 2028 and earnings per share (EPS), rising from $6.10 in 2025 to $8.40 in 2028. That's very good news for shareholders.
GE Vernova is a leader in the power equipment industry As for GE Vernova, revenue prospects are significant. The company's backlog of grid and electrification equipment rose $6.5 billion to $26 billion. In December, management said it expects to grow its total backlog from $135 billion to $200 billion by 2028. The company is a leader in the industry and is well-positioned to benefit from increasing power needs of artificial intelligence (AI) data centers.
Image Source: Getty Images.
Even better for shareholders, the company doubled its quarterly dividend to 50 cents and raised its stock buyback plan to $10 billion from $6 billion.
Yes, General Electric is back. But it now comes in three flavors. Two of those could be delicious picks for investors in 2026.
2026-01-25 16:022mo ago
2026-01-25 10:082mo ago
HDV: Dividends In Fashion To Kick Off 2026 (Rating Upgrade)
SummaryThe iShares Core High Dividend ETF is upgraded to buy, as valuation improves and technicals signal further upside.HDV offers a 3.0% yield, low 0.08% expense ratio, and strong exposure to quality US large-cap value stocks.Sector overweights in Consumer Staples (27.5%) and Energy (25%) drive recent outperformance and January alpha.Technical breakout above $122-$124 targets $140; rising 200-day moving average supports bullish trend. SmileStudioAP/iStock via Getty Images
The high dividend yield factor has performed well in the early innings of 2026. The iShares Core High Dividend ETF (HDV) is up 6% YTD with one full week left in January, outperforming the S&P 500. I
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.
2026-01-25 16:022mo ago
2026-01-25 10:092mo ago
Conestoga Mid Cap Composite Q4 2025 Leaders And Laggards
SummaryJack Henry & Associates' stock performed well after the company reported solid fiscal first-quarter results, characterized by steady top-line growth and successful contract wins for its modernization solutions.The market re-rated the stock as investors looked past near-term volatility and focused on RGEN’s high-quality consumables mix, strong market positions, and long-term biologics growth tailwinds.Pool Corp.'s shares lagged as demand remained pressured by a slower housing and discretionary spending environment.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of CODI, RILY, AND O 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.
2026-01-25 16:022mo ago
2026-01-25 10:302mo ago
2 Top Nasdaq Stocks to Buy Before They Skyrocket in 2026
Strong tech spending in 2026 will be a tailwind for these two companies operating in fast-growing areas.
The Nasdaq Composite has stitched together impressive overall gains of 111% in the past three years, outpacing the 74% jump in the S&P 500 over the same period. The Nasdaq's outperformance is a result of the technology sector's healthy growth, primarily driven by the adoption of artificial intelligence (AI) across multiple industries.
It won't be surprising to see the tech-focused Nasdaq Composite index head higher in 2026 as well. After all, global AI spending is poised to hit $2.5 trillion this year, according to Gartner. That would be a nearly 44% increase from last year. What's more, global AI spending is anticipated to jump by another 32% in 2027.
That's why now is a good time to take a closer look at a couple of tech stocks poised to benefit from higher AI spending in 2026 and potentially deliver healthy gains for investors.
Image source: Getty Images.
Applied Materials: Strong equipment sales can send this stock higher Shares of semiconductor manufacturing equipment company Applied Materials (AMAT +1.13%) have jumped by 72% in the past six months. That's not surprising, as there is a healthy demand for chipmaking equipment driven by the robust demand for AI-specific semiconductors. Market research firm Omdia estimates that the semiconductor industry's revenue could increase by almost 31% this year to more than $1 billion.
Today's Change
(
1.13
%) $
3.60
Current Price
$
322.38
However, there is a shortage of both logic and memory chips, as evidenced by recent results from Taiwan Semiconductor Manufacturing and Micron Technology. This is why the demand for chipmaking equipment is set to jump in 2026. According to industry association SEMI, semiconductor equipment sales could increase to $145 billion in 2026 from $133 billion last year. However, don't be surprised to see a bigger increase.
TSMC, for instance, is on track to increase its 2026 capital expenditures (capex) by $13 billion at the midpoint of its guidance range. Micron, meanwhile, intends to take its capex to $20 billion in the current fiscal year from just under $14 billion in the previous fiscal year, an increase of $6 billion. So, the actual jump in semiconductor equipment spending this year could be much larger than SEMI anticipates.
This could pave the way for potentially stronger growth at Applied Materials. The company's revenue in fiscal 2025 (which ended on Oct. 26) increased by 4% to a record $28.4 billion. Consensus estimates aren't projecting a major increase in Applied Materials' revenue in the current fiscal year, but they do expect its growth to pick up in the next one.
Data by YCharts.
However, don't be surprised to see Applied Materials exceeding expectations in the ongoing fiscal year, thanks to the favorable scenario in the semiconductor equipment space. With Applied Materials trading at 9 times sales right now, almost in line with the U.S. technology sector's average sales multiple, there is a chance this semiconductor stock trades at a premium multiple if it can outperform consensus estimates.
That could pave the way for more upside in this Nasdaq stock, which is why it may be a good idea to buy it before it jumps higher.
SentinelOne: AI is set to drive solid growth for this cybersecurity specialist SentinelOne (S +0.70%) had a forgettable 2025. The share price of the cybersecurity specialist fell 32% last year, as the company was unable to satisfy Wall Street's quarterly expectations. It is worth noting that SentinelOne traded down around 19% in 2024 as well.
Today's Change
(
0.70
%) $
0.10
Current Price
$
14.29
However, the pullback means that investors can buy this cybersecurity stock at 4.6 times sales and 38.6 times forward earnings. Doing so could turn out to be a smart move, as SentinelOne has been experiencing healthy growth in revenue and earnings, driven by the company's AI-focused offerings that are gaining traction among customers.
SentinelOne made a smart move last year by acquiring Observo AI for $225 million. The company made this move to boost its real-time threat-detection capability, contributing to SentinelOne's AI-powered Singularity product platform. Singularity is an AI-native platform that helps customers predict and address cyberthreats in advance using real-time data.
Importantly, SentinelOne management remarked on the company's December earnings call that Singularity is helping it win substantial contracts and build a robust revenue pipeline. The latest acquisition should help SentinelOne further strengthen this platform, potentially improving cross-sales opportunities and attracting new customers.
A look at the company's recent results for the third quarter of fiscal 2026 (which ended on Oct. 31) reveals that its revenue increased by 23% year over year to $259 million. Its remaining performance obligations (RPO), however, increased at a faster rate of 35% from the year-ago period to $1.3 billion.
RPO refers to the total value of contracts that a company has yet to fulfill at the end of a period. So, the bigger increase in this metric as compared to SentinelOne's revenue jump is proof that it is landing more business than it is fulfilling. The bigger contracts are also having a positive impact on its margin profile, boosting the non-GAAP (generally accepted accounting principles) net income margin to 9.6% in the previous quarter from breakeven in the year-ago period.
As such, it won't be surprising to see SentinelOne's growth outpacing expectations going forward, especially considering the impressive jump in its pipeline.
Data by YCharts.
Even better, the stock's 12-month median price target of $20.50 points toward a 48% jump from current levels, according to 39 analysts covering SentinelOne. The company could indeed achieve such gains, as it is pulling the right strings to capitalize on the AI-focused cybersecurity market, which is expected to nearly double in size this year to $51 billion, according to Gartner.
2026-01-25 16:022mo ago
2026-01-25 10:302mo ago
SGOV Is Still A Tool For Cash But The Yield Is Declining
Analyst’s Disclosure: I/we have a beneficial long position in the shares of SGOV, VZ 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.
Disclaimer: I am not an investment advisor or professional. This article is my own personal opinion and is not meant to be a recommendation of the purchase or sale of stock. The investments and strategies discussed within this article are solely my personal opinions and commentary on the subject. This article has been written for research and educational purposes only. Anything written in this article does not take into account the reader’s particular investment objectives, financial situation, needs, or personal circumstances and is not intended to be specific to you. Investors should conduct their own research before investing to see if the companies discussed in this article fit into their portfolio parameters. Just because something may be an enticing investment for myself or someone else, it may not be the correct investment for you.
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.
2026-01-25 16:022mo ago
2026-01-25 10:302mo ago
Robinhood CIO: Why you can't analyze $TSLA like "normal" stocks.
About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life. - Get the latest news and data at finance.yahoo.com - Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO) - Follow Yahoo Finance on social: X: http://twitter.com/YahooFinance Instagram: https://www.instagram.com/yahoofinance/?hl=en TikTok: https://www.tiktok.com/@yahoofinance?lang=en Facebook: https://www.facebook.com/yahoofinance/ LinkedIn: https://www.linkedin.com/company/yahoo-finance
2026-01-25 16:022mo ago
2026-01-25 10:402mo ago
Hoegh LNG Partners: I'm Firmly Holding The High-Yield Preferred Stock
Analyst’s Disclosure: I/we have a beneficial long position in the shares of HMLPF 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.
2026-01-25 15:022mo ago
2026-01-25 08:452mo ago
Prediction: These 2 Stocks Will Be the Biggest Winners From $500 Billion AI Spending in 2026
Don't overthink the AI boom. This year's AI winners are sitting in plain sight.
It's been a little over three years since artificial intelligence (AI) became the hottest topic on Wall Street. Nothing lasts forever, but it's hard to envision the AI boom ending this year. At least, not while billions of dollars continue to flow into data centers, chips, and other AI infrastructure.
So, how is the AI space shaping up for 2026? Consensus estimates from Goldman Sachs indicate that AI companies could spend more than $500 billion on capital expenditures this year. That would be an increase of more than $100 billion from 2025.
In other words, the AI train is chugging along faster than ever. Which stocks will benefit the most from all this AI spending? Recent developments point to some familiar faces.
Here is why I predict that Nvidia (NVDA +1.60%) and Taiwan Semiconductor Manufacturing (TSM +2.29%) will be this year's big AI winners.
Image source: Nvidia.
The top AI GPU company is launching a new chip Nvidia has grown by leaps and bounds over the past several years. Its GPU chips are the hardware of choice for AI hyperscalers, utilizing Nvidia's CUDA programming to build massive data centers where thousands of GPU chips work together as clusters to train and operate AI models.
The company's Hopper GPU architecture helped it capture the AI data center market early on. Since then, Nvidia's customers have mostly stuck with its GPUs, which have a reported market share of 85% to 90%. It's why Nvidia's revenue surged by 1,000% over the past five years, and the stock has performed similarly.
Today's Change
(
1.60
%) $
2.95
Current Price
$
187.79
So, why is Nvidia still a big winner this year? AI companies have already laid extensive groundwork, building primarily on Nvidia's hardware. It's hard to see that changing dramatically while the investment boom still has this much momentum. Nvidia's next-generation architecture, Rubin, recently entered full production, and the company has a $500 billion backlog extending through 2026.
That should set the stage for continued growth at Nvidia. The stock's current price-to-earnings ratio of 45 still offers excellent value, especially given analyst estimates for 36% annualized earnings growth over the long term. Unless the AI boom falls off overnight, Nvidia is likely to continue its winning ways this year.
The leading foundry continues to capture AI growth Investors can follow the AI chip breadcrumbs to this next winner. Nvidia and most other chip companies don't actually manufacture anything. Instead, they outsource production to foundries. Taiwan Semiconductor Manufacturing, also known as TSMC, is the world's leading foundry, with an estimated market share of 72%. Its next-closest competitor controls just 7% of the market.
TSMC's dominance stems from some serious competitive advantages. It has advanced manufacturing techniques and higher factory capacity, making it difficult for other foundries to compete with TSMC, especially in high-end chips used in AI data centers. TSMC's market share has gradually increased over the past few years as the AI chip market has exploded.
Today's Change
(
2.29
%) $
7.50
Current Price
$
334.87
The company recently posted a stellar earnings report and is increasing capital expenditures to $52 billion-$56 billion in 2026, up from $41 billion in 2025. It's a strong signal that TSMC sees more growth on the horizon, as global AI chip demand primarily funnels through its factories. Analysts now see the company growing earnings by nearly 30% annually over the next three to five years.
TSMC was a red-hot stock last year, surging more than 53%. However, it seems that investors still aren't appreciating TSMC's growth enough. The stock currently trades at a price-to-earnings ratio of 30, which, frankly, is a compelling valuation for a dominant business with such bright growth prospects. If investors continue to appreciate TSMC's strong performance, the stock seems likely to continue running strongly throughout 2026.
2026-01-25 15:022mo ago
2026-01-25 08:552mo ago
Should You Buy Chipotle Stock While It's Below $45?
Chipotle shares are trading 41% off their record high.
With its success at scaling the fast casual dining concept across the U.S., Chipotle Mexican Grill (CMG +0.81%) is a trailblazer in the restaurant sector. But the stock is getting pummeled of late. It's trading 41% off its record high (as of Jan. 21).
Right now, shares go for well below $45. Is Chipotle a buy?
Image source: Getty Images.
Chipotle is feeling the macroeconomic pinch When the business reports financial results for fourth-quarter 2025 (ended Dec. 31) on Feb. 3, Chipotle plans to post a same-store sales decline in the low single-digit range for the full year of 2025. Weaker foot traffic in an uncertain macro backdrop among lower-income consumers is the culprit. Market sentiment for the stock has made a negative shift, especially since Chipotle has typically operated from a position of fundamental strength.
Today's Change
(
0.81
%) $
0.33
Current Price
$
40.87
Look past recent struggles with this stock However, investors should still consider buying the stock. The valuation, which is more attractive now, is one reason why. Shares can be purchased at a price-to-earnings ratio of 35.9, near a five-year low.
Chipotle continues to expand rapidly. It's looking to nearly double the current footprint to 7,000 locations in the U.S. and Canada in the long run. This doesn't include the company's smaller presence in various international markets.
The business has brand recognition in the industry, and its scale has resulted in significant profitability. Patient investors will want to take a closer look at Chipotle stock while it's on the dip and trading below $45.
Neil Patel has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Chipotle Mexican Grill. The Motley Fool recommends the following options: short March 2026 $42.50 calls on Chipotle Mexican Grill. The Motley Fool has a disclosure policy.
SummaryAhead of the Fed meeting, U.S. equity markets declined modestly this week as investors navigated a fresh bout of global rate volatility amid headline churn out of Davos and Japan.Markets drew relief from de-escalation in the Greenland saga, as the White House backed away from military and tariff threats after agreeing to a NATO framework enabling expanded U.S. influence.Speculation ramped up around the next Fed Chair, with BlackRock’s Rick Rieder suddenly viewed as the betting favorite, a candidate that markets view as a pragmatic and more centrist alternative.Real estate equities stumbled as renewed rate volatility reintroduced pressure on rate-sensitive sectors. Following its best week since last April, the Equity REIT Index slipped 2.3%.Prologis – the largest industrial REIT – slumped 4% despite kicking off REIT earnings season with a solid report indicating an upward inflection in logistics fundamentals in 2026 following several quarters of supply-driven headwinds.iREIT®+HOYA Capital members get exclusive access to our real-world portfolio. See all our investments here » Gian Lorenzo Ferretti Photography/E+ via Getty Images
Real Estate Weekly Outlook Ahead of a critical - and perhaps contentious - Federal Reserve rate decision, U.S. equity markets posted modest declines this past week as investors navigated a fresh bout of global rate volatility amid headline
Analyst’s Disclosure: I/we have a beneficial long position in the shares of RIET, HOMZ, IRET, ALL HOLDINGS IN THE IREIT+HOYA PORTFOLIOS 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.
Hoya Capital Research & Index Innovations ("Hoya Capital") is an affiliate of Hoya Capital Real Estate, a registered investment advisory firm based in Rowayton, Connecticut, that provides investment advisory services to ETFs, individuals, and institutions. Hoya Capital Research & Index Innovations provides non-advisory services including market commentary, research, and index administration focused on publicly traded securities in the real estate industry. This published commentary is for informational and educational purposes only. Nothing on this site nor any commentary published by Hoya Capital is intended to be investment, tax, or legal advice or an offer to buy or sell securities. This commentary is impersonal and should not be considered a recommendation that any particular security, portfolio of securities, or investment strategy is suitable for any specific individual, nor should it be viewed as a solicitation or offer for any advisory service offered by Hoya Capital Real Estate. Please consult with your investment, tax, or legal adviser regarding your individual circumstances before investing. The views and opinions in all published commentary are as of the date of publication and are subject to change without notice. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Any market data quoted represents past performance, which is no guarantee of future results. There is no guarantee that any historical trend illustrated herein will be repeated in the future, and there is no way to predict precisely when such a trend will begin. There is no guarantee that any outlook made in this commentary will be realized. Readers should understand that investing involves risk, and loss of principal is possible. Investments in real estate companies and/or housing industry companies involve unique risks, as do investments in ETFs. The information presented does not reflect the performance of any fund or other account managed or serviced by Hoya Capital Real Estate. An investor cannot invest directly in an index, and index performance does not reflect the deduction of any fees, expenses, or taxes. Hoya Capital Real Estate and Hoya Capital Research & Index Innovations have no business relationship with any company discussed or mentioned and never receive compensation from any company discussed or mentioned. Hoya Capital Real Estate, its affiliates, and/or its clients and/or its employees may hold positions in securities or funds discussed on this website and in our published commentary. A complete list of holdings and additional important disclosures is available at www.HoyaCapital.com.
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.
2026-01-25 15:022mo ago
2026-01-25 09:092mo ago
Looking to Cash in AI, But Own Too Many Tech Stocks? This High-Yielding Energy Stock is Capitalizing on the AI-Powered Gas Boom.
Kinder Morgan has high-powered total return potential.
Technology stocks have been among the early leaders in cashing in on the AI boom. From semiconductor companies to cloud computing giants, the bulk of the early AI gains have come to companies developing compute power. They provide the GPUs and other specialized hardware needed to process data.
However, these chips require a tremendous amount of electricity to operate at maximum capacity and need large cooling systems to prevent overheating. That's fueling a power boom. One of the early beneficiaries of this power surge is natural gas pipeline giant Kinder Morgan (KMI 0.40%).
Image source: Getty Images.
Cashing in on robust gas demand Kinder Morgan's natural gas pipeline segment delivered record-setting performance last year, primarily fueled by robust gas demand by liquified natural gas (LNG) terminals. The company currently has contracts to move 8 billion cubic feet per day (Bcf/d) of gas to LNG facilities, which will rise to 12 Bcf/d by 2028. It sees even more growth ahead, as LNG gas demand should rise 17% by 2030.
Additionally, Kinder Morgan is seeing growing demand for natural gas from the power generation sector, fueled in part by AI data centers. The gas pipeline giant is actively pursuing more than 10 Bcf/d of opportunities to service this demand. It's in a strong strategic position to capitalize on the robust growth in gas power demand in the coming years. Nearly 70% of future power demand from data centers under development is in states served by its gas infrastructure assets.
Today's Change
(
-0.40
%) $
-0.12
Current Price
$
29.57
Visible growth with more to come Kinder Morgan has already secured $10 billion in growth capital projects across its platform, which it expects to complete by the middle of 2030. About 90% of those projects are gas infrastructure, and nearly 60% of the total will support power generation demand. For example, the company is building three large-scale natural gas pipeline projects to support growing gas demand. Long-term contracts and government-regulated rate structures underpin these projects. As a result, they'll supply the company with incremental sources of stable cash flow as they enter commercial service.
The company has another $10 billion of potential projects under development, the bulk of which would support rising gas power demand. It sees significant demand potential ahead from utilities. For example, Kinder Morgan's management team highlighted on the fourth-quarter conference call that electric utility Georgia Power is projecting 53 gigawatts of power demand by the early 2030s, which is equivalent to roughly 10 Bcf/d of gas demand. That's one utility in one state. The company is seeing similar demand stories from other utilities across its pipeline network.
A great way to cash in on the AI megatrend Technology companies have been early leaders in cashing in on AI. As a result, most have seen their stock prices surge, causing many portfolios to become heavily weighted toward the sector. If you already own too many tech stocks, you should consider buying Kinder Morgan. Investing in the gas pipeline company would help diversify your portfolio, provide you with dividend income (it has a yield of more than 4%), while still offering compelling AI-fueled upside potential.
These stocks are not Wall Street favorites, but they look cheap relative to their forward growth prospects.
With the market soaring to new highs, it may seem like there are no cheap stocks to buy. At least that would be the case if you only looked at the highfliers getting all the attention on financial-focused TV networks. Artificial intelligence (AI) stocks are all the rage there, and their valuations now reflect that.
Investors looking to find cheap stocks for their portfolios in 2026 will need to look elsewhere, focusing instead on under-the-radar stocks. To help with that search, consider Sprouts Farmers Market (SFM +1.26%) and Remitly Global (RELY 0.91%).
Here's why these are my two best consumer stocks to buy right now, in part because they circumvent the AI market mania.
Image source: Getty Images.
Sprouts Farmers Market: An organic grocery niche A brand growing in popularity as it spreads around the United States, Sprouts Farmers Market has found a nice spot between the big-box retailers and regular grocery store chains. Sprouts operates grocery stores focused on organic produce, vitamins, dietary restrictions, and whole foods. It is targeting the percentage of the United States population that are health enthusiasts, have higher income, and are tired of the bland brands at big-box retailers.
This has been a nice niche for Sprouts to play in as it opens stores around the country. Last quarter, revenue was up 13% year over year to $2.2 billion, with a strong $157 million in income from operations. With fewer than 500 locations in 24 states, Sprouts has plenty of room to expand its presence around the United States, giving it a long reinvestment runway.
Today's Change
(
1.26
%) $
0.89
Current Price
$
71.44
As it opens new stores, revenue and earnings will grow. Along with same-store sales growth guided to be in the low single digits over the long term, this should lead to consistent double-digit revenue growth for Sprouts over the next decade. At the same time, it is returning cash to shareholders through share repurchases, bringing outstanding shares down 17% cumulatively over the last five years.
The stock has been in a significant drawdown over the past several months due to a slowdown in same-store sales growth, which has gone from 12% last year down to a guidance for 0%-2% in the fourth quarter. The higher the same-store sales growth, the better, but Sprouts Farmers Market is simply lapping its overly strong traffic period from 2024 and should still be able to maintain its long-term guidance of an average of low single-digit comparable store sales growth over the coming years.
Sprouts is now trading at a price-to-earnings (P/E) ratio of 13.8. This is not only cheap compared to its growth potential, but will allow the company to repurchase more stock at a dirt cheap price, making Sprouts Farmers Market an even better buy the lower the stock goes.
Remitly Global: Fighting a narrative in cross-border payments The second stock that looks mighty cheap right now is Remitly Global, a leading disruptor in cross-border payments that was founded specifically to aid immigrants in the United States sending money back to friends and family in other countries. With news of stablecoins being used more by current and potential customers, combined with increased crackdowns on immigrants in the United States, some investors are spooked, and Remitly's shares are trading down nearly 39% over the past year.
While investors should keep a close eye on these potential headwinds, they are not showing up in Remitly's financial performance at the moment. Last quarter, revenue grew 25% year over year, driven by a 35% increase in send volume to $19.5 billion. With over $1 trillion in cross-border payments from individuals each year (and growing), Remitly is only a small sliver of the sector at the moment. Plus, this doesn't include its new foray into small business customers, which is an even larger market opportunity.
Today's Change
(
-0.91
%) $
-0.13
Current Price
$
14.15
Today, Remitly is barely profitable, posting net income of $8.8 million last quarter. However, the business has great unit economics and gross margins while trading at a price-to-sales (P/S) ratio under 2. For a company expecting to grow revenue in the high teens with a lot of market share left to capture, this is a cheap stock valuation.
Or, put another way, the stock has a market cap of under $3 billion, with guidance for $600 million in adjusted earnings power by 2028. That is only a 5x earnings multiple three years into the future, again showing how cheap Remitly shares are right now for investors planning to buy and hold for the long haul.
2026-01-25 15:022mo ago
2026-01-25 09:162mo ago
This Magnificent 7 stock hit with massive investor exodus; Time to sell?
Apple (NASDAQ: AAPL) is emerging as the clear laggard among the Magnificent 7 as retail investors rotate aggressively into other mega-cap technology names.
While individual investors have been steadily increasing exposure to artificial intelligence and growth-driven stocks, Apple has experienced a sustained and notable capital exit that sets it apart from its peers, according to data from J.P. Morgan Equity Strategy and Quantitative Research.
Since July 2025, retail investors have sold a net $4 billion of Apple shares, making it the only Magnificent 7 stock with cumulative outflows over the period.
Overall, retail selling in Apple has trended steadily lower from mid-2025 through January 2026, intensifying as market volatility increased, in sharp contrast to accumulation across the rest of the group.
Retail cumulative purchases data. Source: JPMorgan On the other hand, Nvidia (NASDAQ: NVDA) sits at the opposite extreme, attracting more than $15 billion in retail inflows since July 2025, exceeding inflows into any other Magnificent 7 stock and even the combined total of the remaining six.
Tesla (NASDAQ: TSLA) followed with about $6 billion in net purchases, while Meta (NASDAQ: META) and Amazon (NASDAQ: AMZN) each saw roughly $3 billion. Microsoft (NASDAQ: MSFT) and Alphabet (NASDAQ: GOOGL) recorded around $2 billion apiece, all with gradual upward trends.
The divergence reflects a shift in retail preferences toward AI-linked and higher-beta growth stories, while Apple has fallen out of favor amid concerns over slower revenue growth, product maturity, and limited near-term AI monetization.
Whether this sustained retail selling signals further underperformance or a potential contrarian setup remains uncertain, as similar episodes have historically preceded both outcomes.
Amid this exit, Apple shares hovered near $248 this week, edging lower as investors positioned ahead of the company’s fiscal first-quarter 2026 earnings report due after market close on January 29. The stock traded in a narrow $244–$249 range as markets balanced mixed corporate guidance against broader macro pressures.
Apple’s seven-day stock price chart. Source: Finbold However, there remains general optimism around the stock, centered on expectations for strong iPhone demand, particularly the iPhone 17 lineup, and continued growth in high-margin Services revenue. Some forecasts point to roughly 82 million iPhones sold in the quarter, raising the odds of a revenue and EPS beat.
That said, analysts have flagged rising memory chip costs as a margin headwind, while trade tensions in China and India remain potential drags on growth.
Featured image via Shutterstock
2026-01-25 15:022mo ago
2026-01-25 09:302mo ago
Aflac Gobbles Up New Business While Also Driving Strong Margins Among Insurance Peers
SummaryI am calling Aflac (AFL) a buy again, driven by strong profit margins, organic insurance policy growth in the US and Japan, and an attractive balance sheet risk profile. Some metrics indicate a premium valuation but one that can be justified by sector-leading margins and low benefit ratios, as well as also expected further price appreciation/upside. Dividend growth has been positive, along with a low 29.9% payout ratio and a decade of steady increases, supporting AFL as a reliable dividend income idea. Key risks include elevated sector-wide cyber threats, which have been discussed. CHOLTICHA KRANJUMNONG/iStock via Getty Images
Today's Stock Pick: An Insurance Brand That Keeps Quacking Lately, I've been talking a lot about the role of risk management in analyzing stocks, so today's article focuses on a sector whose business is literally risk
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 does not currently invest in any stocks in the insurance sector.
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.