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cryptocurrency: Archive

Subhasish Mukherjee

Can Rising USDC Adoption Drive Circle's Reserve Income Higher?

Rising USDC adoption is driving a 60% YoY increase in CRCL's Q3 2025 reserve income as circulation nearly doubled despite lower returns.

FISVPositive Net Change COINPositive Net Change CRCLPositive Net Change

Tanuka De

COIN Loses 8.4% in a Year, Trades at a Premium: How to Play the Stock

COIN trades at a premium despite a 27.5% earnings dip projected for 2026 and growing investor concerns around valuation.

IBKRPositive Net Change COINPositive Net Change HOODPositive Net Change

Subhasish Mukherjee

CRCL vs. COIN: Which Crypto-Infrastructure Stock Has an Edge Now?

CRCL's platform-driven stablecoin model, expanding margins and steadier revenues give it an edge over trading-led rivals amid crypto volatility.

COINPositive Net Change CRCLPositive Net Change

Subhasish Mukherjee

Does Grid Reliability Pose a Threat to Hut 8's Power Strategy?

HUT's power-first strategy hinges on grid reliability as its 8-GW pipeline faces transmission limits, utility coordination and rising AI power demand.

HUTPositive Net Change BITFPositive Net Change WULFPositive Net Change

Aparajita Dutta

Get Ready for Crypto Exposure as Morgan Stanley Joins the ETF Race

Morgan Stanley files spot Bitcoin and Solana ETFs as crypto ETF inflows top $1.2B, signaling a regime change and fresh institutional capital.

MSPositive Net Change BKCHPositive Net Change BITQPositive Net Change BITWPositive Net Change BSOLPositive Net Change

Subhasish Mukherjee

Why HUT 8 Stock Is a Sell Even After a 171% Surge in 6 Months

After a 171% six-month rally, HUT faces downside as heavy Bitcoin exposure, power constraints and a stretched valuation limit upside.

MARAPositive Net Change RIOTPositive Net Change CLSKPositive Net Change HUTPositive Net Change

Subhasish Mukherjee

Circle's Non-Interest Revenues Accelerate: Can the Momentum Continue?

CRCL shows rapid growth in non-interest revenues, lifting 2025 guidance as subscriptions, services and transaction fees scale across its platform.

MANegative Net Change VNegative Net Change CRCLPositive Net Change

Subhasish Mukherjee

Will MSCI Crypto Exclusion Plans Boost Strategy's Near-Term View?

MSTR gets a lift after MSCI pauses plans to exclude digital-asset holders from indexes, easing a key near-term risk for the stock.

MSTRPositive Net Change MARAPositive Net Change COINPositive Net Change

Swayta Shah

Robinhood vs. Schwab: Chase Potential or Stick With Profitability?

HOOD surges 203.5% in 2025 on global expansion and fintech bets, while SCHW leans on scale, trust and steady earnings growth. Which one is a smart buy for 2026?

SCHWNegative Net Change HOODPositive Net Change

Nikita Kataruka

Will MS' Move Into Crypto ETFs Provide Competitive Advantage?

Morgan Stanley files to launch Bitcoin and Solana ETFs, the first top-10 U.S. bank to do so, aiming to embed crypto exposure into wealth platform.

GSPositive Net Change JPMNegative Net Change MSPositive Net Change