π₯ BULLISH
Three Experts Name Bitcoin Targets Up to $250K and Call Crypto Winter Over!
Three analysts have gone on record with Bitcoin price targets ranging from $100K to $250K β and one of them got unusually precise about it.
π The most specific call: $189,425 by end of year. The analyst defended the number directly β everyone else gives round numbers, he said. His number is $189,425.
A second expert frames the current setup around the $83K-$84K resistance band. That level was the base, so it's now the ceiling β take out $83K-$84K and the next stop is $100K.
π The broadest target comes from a third analyst who puts Bitcoin between $150,000 and $250,000 by end of 2026. He also called Ethereum the stronger play in that window, targeting $9,000 to $12,000 for ETH β and stated plainly: crypto winter is over.
π Three different methodologies, three different numbers, but one shared directional read: the cycle has turned, resistance is overhead not underfoot, and the next major move is higher.
Read more π https://www.zippfeed.com/gd6Vl1Ix/en-US
$BTC #ETH #Bitcoin #PriceTarget #MarketOutlook
Three Experts Name Bitcoin Targets Up to $250K and Call Crypto Winter Over!
Three analysts have gone on record with Bitcoin price targets ranging from $100K to $250K β and one of them got unusually precise about it.
π The most specific call: $189,425 by end of year. The analyst defended the number directly β everyone else gives round numbers, he said. His number is $189,425.
A second expert frames the current setup around the $83K-$84K resistance band. That level was the base, so it's now the ceiling β take out $83K-$84K and the next stop is $100K.
π The broadest target comes from a third analyst who puts Bitcoin between $150,000 and $250,000 by end of 2026. He also called Ethereum the stronger play in that window, targeting $9,000 to $12,000 for ETH β and stated plainly: crypto winter is over.
π Three different methodologies, three different numbers, but one shared directional read: the cycle has turned, resistance is overhead not underfoot, and the next major move is higher.
Read more π https://www.zippfeed.com/gd6Vl1Ix/en-US
$BTC #ETH #Bitcoin #PriceTarget #MarketOutlook
Zipp
Three Experts Name Bitcoin Targets Up to $250K and Call Crypto Winter Over! β Zipp
Three market analysts have gone on record with aggressive Bitcoin price targets for 2025-2026, with the most specificβ¦
β€17π15π13π₯13π€©11
γ½οΈ NEUTRAL
2K $BTC Transferred from unknown wallet to unknown wallet
2K $BTC (β161.6M) moved from unknown wallet to unknown wallet.
Read more π https://www.zippfeed.com/2xbFNGId/en-US
2K $BTC Transferred from unknown wallet to unknown wallet
2K $BTC (β161.6M) moved from unknown wallet to unknown wallet.
Read more π https://www.zippfeed.com/2xbFNGId/en-US
Zipp
2K $BTC Transferred from unknown wallet to unknown wallet β Zipp
2K $BTC (β161.6M) moved from unknown wallet to unknown wallet.
π17π16π₯12β€11π€©11
γ½οΈ NEUTRAL
2K $BTC Transferred from unknown wallet to unknown wallet
2K $BTC (β161.4M) moved from unknown wallet to unknown wallet.
Read more π https://www.zippfeed.com/HmG3XwCt/en-US
2K $BTC Transferred from unknown wallet to unknown wallet
2K $BTC (β161.4M) moved from unknown wallet to unknown wallet.
Read more π https://www.zippfeed.com/HmG3XwCt/en-US
Zipp
2K $BTC Transferred from unknown wallet to unknown wallet β Zipp
2K $BTC (β161.4M) moved from unknown wallet to unknown wallet.
π11β€9π₯6π5π€©5
π©Έ BEARISH
Washington Insider Calls US Defeat in Iran 'Likely' β A Fresh Macro Threat for Bitcoin!
A Washington insider is now calling a US defeat in Iran "likely" β and the macro read for Bitcoin is not encouraging.
π The warning reframes BTC's recent rebound as a potential trap. If the Strait of Hormuz threat isn't resolved, oil flows stay disrupted, energy prices remain elevated, and the Fed's window for rate cuts closes further.
π Banks and energy forecasters are already modelling a slower repair in oil supply chains β keeping inflation risk alive well into H2 2026. That's a persistently hawkish Fed environment, historically one of the strongest suppressors of risk-asset rallies.
β The geopolitical signal here is unusually direct: a named Washington insider attaching a probability to a US military outcome is the kind of statement that moves institutional risk desks, not just crypto traders.
The structural read is that BTC's bounce looks like a relief trade, not a trend reversal. Until Hormuz risk clears and oil flows normalise, the inflation-Fed feedback loop remains the dominant macro variable for Bitcoin price action.
Read more π https://www.zippfeed.com/mx4LTlqt/en-US
$BTC #Bitcoin #MacroRisk #Iran #Inflation
Washington Insider Calls US Defeat in Iran 'Likely' β A Fresh Macro Threat for Bitcoin!
A Washington insider is now calling a US defeat in Iran "likely" β and the macro read for Bitcoin is not encouraging.
π The warning reframes BTC's recent rebound as a potential trap. If the Strait of Hormuz threat isn't resolved, oil flows stay disrupted, energy prices remain elevated, and the Fed's window for rate cuts closes further.
π Banks and energy forecasters are already modelling a slower repair in oil supply chains β keeping inflation risk alive well into H2 2026. That's a persistently hawkish Fed environment, historically one of the strongest suppressors of risk-asset rallies.
β The geopolitical signal here is unusually direct: a named Washington insider attaching a probability to a US military outcome is the kind of statement that moves institutional risk desks, not just crypto traders.
The structural read is that BTC's bounce looks like a relief trade, not a trend reversal. Until Hormuz risk clears and oil flows normalise, the inflation-Fed feedback loop remains the dominant macro variable for Bitcoin price action.
Read more π https://www.zippfeed.com/mx4LTlqt/en-US
$BTC #Bitcoin #MacroRisk #Iran #Inflation
Zipp
Washington Insider Calls US Defeat in Iran 'Likely' β A Fresh Macro Threat for Bitcoin! β Zipp
A Washington insider is now calling a US defeat in Iran "likely," a geopolitical signal that carries direct macroβ¦
π20π₯19β€18π€©15π14
π©Έ BEARISH
AFL-CIO, SEIU and Major Banks Unite Against Senate Crypto Bill Ahead of Thursday Markup!
β Five major labor groups β including AFL-CIO and SEIU β have sent a formal warning to senators ahead of Thursday's committee markup, arguing the crypto market structure bill could jeopardize retirement plans and public pensions.
π The banking industry is fighting the bill on a separate front: provisions that would allow crypto firms to offer returns on stablecoin holdings, which banks say risks destabilizing traditional deposit bases and accelerating outflows from the regulated banking system.
π The convergence of organized labor and Wall Street in opposition is a significant political signal. Crypto bill sponsors were already threading a needle on bipartisan support β having two of Washington's most powerful lobbying blocs aligned against the same legislation ahead of markup is the kind of pressure that forces amendments or delays.
Thursday's committee session will be the first real test of whether the bill's coalition can hold under that weight.
Read more π https://www.zippfeed.com/htxKC2fd/en-US
#CryptoBill #Stablecoins #Regulation #AFLCIO #Pensions
AFL-CIO, SEIU and Major Banks Unite Against Senate Crypto Bill Ahead of Thursday Markup!
β Five major labor groups β including AFL-CIO and SEIU β have sent a formal warning to senators ahead of Thursday's committee markup, arguing the crypto market structure bill could jeopardize retirement plans and public pensions.
π The banking industry is fighting the bill on a separate front: provisions that would allow crypto firms to offer returns on stablecoin holdings, which banks say risks destabilizing traditional deposit bases and accelerating outflows from the regulated banking system.
π The convergence of organized labor and Wall Street in opposition is a significant political signal. Crypto bill sponsors were already threading a needle on bipartisan support β having two of Washington's most powerful lobbying blocs aligned against the same legislation ahead of markup is the kind of pressure that forces amendments or delays.
Thursday's committee session will be the first real test of whether the bill's coalition can hold under that weight.
Read more π https://www.zippfeed.com/htxKC2fd/en-US
#CryptoBill #Stablecoins #Regulation #AFLCIO #Pensions
Zipp
AFL-CIO, SEIU and Major Banks Unite Against Senate Crypto Bill Ahead of Thursday Markup! β Zipp
Five major labor groups β including the AFL-CIO and SEIU β have warned senators that the crypto market structure billβ¦
π25π€©24β€21π20π₯17
π©Έ BEARISH
US Core CPI Hits 7-Month High in April, Beating Estimates on Every Measure!
π April CPI just printed hotter than expected on every single measure β headline, core annual, and core monthly all beat consensus.
Headline CPI: 3.8% YoY vs. 3.7% estimate.
Core CPI: 2.8% YoY vs. 2.7% estimate.
Core CPI MoM: +0.4% vs. +0.3% estimate β a 7-month high.
π Services ex-energy led the charge at +3.3% YoY, with shelter (+3.3%) and transportation services (+4.3%) doing the heavy lifting. Apparel jumped 4.2% YoY. The only soft spot: used cars and trucks, down 2.7% β not nearly enough to offset the stickiness elsewhere.
π A clean sweep of beats on all three core metrics is the worst-case read for rate-cut bulls. The Fed now has zero cover to move in June or July β and the longer shelter and services stay elevated, the harder it becomes to argue inflation is on a credible path back to 2%.
β οΈ Risk assets that have been pricing in an easing pivot face a direct headwind here. This print keeps the higher-for-longer narrative firmly in the driver's seat.
Read more π https://www.zippfeed.com/Iyl9fEqX/en-US
#Inflation #CPI #MacroWatch #InterestRates #FedPolicy
US Core CPI Hits 7-Month High in April, Beating Estimates on Every Measure!
π April CPI just printed hotter than expected on every single measure β headline, core annual, and core monthly all beat consensus.
Headline CPI: 3.8% YoY vs. 3.7% estimate.
Core CPI: 2.8% YoY vs. 2.7% estimate.
Core CPI MoM: +0.4% vs. +0.3% estimate β a 7-month high.
π Services ex-energy led the charge at +3.3% YoY, with shelter (+3.3%) and transportation services (+4.3%) doing the heavy lifting. Apparel jumped 4.2% YoY. The only soft spot: used cars and trucks, down 2.7% β not nearly enough to offset the stickiness elsewhere.
π A clean sweep of beats on all three core metrics is the worst-case read for rate-cut bulls. The Fed now has zero cover to move in June or July β and the longer shelter and services stay elevated, the harder it becomes to argue inflation is on a credible path back to 2%.
β οΈ Risk assets that have been pricing in an easing pivot face a direct headwind here. This print keeps the higher-for-longer narrative firmly in the driver's seat.
Read more π https://www.zippfeed.com/Iyl9fEqX/en-US
#Inflation #CPI #MacroWatch #InterestRates #FedPolicy
β€23π17π₯13π€©13π9
π₯ BULLISH
Kraken and Franklin Templeton team up to build tokenized yield products and onchain funds for institutions!
π Kraken's parent Payward and asset manager Franklin Templeton are joining forces to build a full suite of tokenized financial products for institutional investors β tokenized yield products, tokenized equities, custody services, and actively managed onchain funds.
π The headline integration: Kraken will embed BENJI, Franklin Templeton's tokenized money market fund suite, directly into its platform as collateral and cash management tools for institutional clients. That means institutions can move collateral 24/7 on blockchain rails instead of waiting on banking hours or multiday settlement cycles.
π€ The two firms bring complementary track records. Franklin Templeton has been building blockchain-native investment products for years. Payward built out Kraken's trading infrastructure and its xStocks tokenized equities platform, which has cleared over $30 billion in volume since launching in 2025.
π The deal arrives as BlackRock, Fidelity, and JPMorgan have all expanded tokenized Treasury and money market fund offerings over the past two years. Analysts already flag tokenized Treasury funds as one of the fastest-growing sectors in digital assets β this partnership puts Kraken squarely in that institutional flow.
Read more π https://www.zippfeed.com/8m6OoW9p/en-US
#Tokenization #FranklinTempleton #Kraken #InstitutionalFlow #RWA
Kraken and Franklin Templeton team up to build tokenized yield products and onchain funds for institutions!
π Kraken's parent Payward and asset manager Franklin Templeton are joining forces to build a full suite of tokenized financial products for institutional investors β tokenized yield products, tokenized equities, custody services, and actively managed onchain funds.
π The headline integration: Kraken will embed BENJI, Franklin Templeton's tokenized money market fund suite, directly into its platform as collateral and cash management tools for institutional clients. That means institutions can move collateral 24/7 on blockchain rails instead of waiting on banking hours or multiday settlement cycles.
π€ The two firms bring complementary track records. Franklin Templeton has been building blockchain-native investment products for years. Payward built out Kraken's trading infrastructure and its xStocks tokenized equities platform, which has cleared over $30 billion in volume since launching in 2025.
π The deal arrives as BlackRock, Fidelity, and JPMorgan have all expanded tokenized Treasury and money market fund offerings over the past two years. Analysts already flag tokenized Treasury funds as one of the fastest-growing sectors in digital assets β this partnership puts Kraken squarely in that institutional flow.
Read more π https://www.zippfeed.com/8m6OoW9p/en-US
#Tokenization #FranklinTempleton #Kraken #InstitutionalFlow #RWA
Zipp
Kraken and Franklin Templeton team up to build tokenized yield products and onchain funds for institutions! β Zipp
Payward, the parent company of crypto exchange Kraken, has announced a partnership with asset manager Franklinβ¦
π₯12π12β€9π€©9π6
π₯ BULLISH
Elliptic raises $120M from Nasdaq and Deutsche Bank to supercharge AI-powered crypto compliance!
Blockchain analytics firm Elliptic just closed a $120M funding round led by One Peak, with Nasdaq Ventures, Deutsche Bank, and the British Business Bank all writing cheques. π The round values the London-based company at $610 million.
The timing is sharp: nearly $3 billion in crypto assets have been stolen since the start of 2025 through smart contract exploits, phishing, and bridge breaches β and regulators are simultaneously squeezing exchanges and banks to tighten AML controls. π
CEO Simone Maini told CoinDesk the new capital will fast-track an "agentic product roadmap" β AI agents that sit on top of Elliptic's dataset and automate the manual, repetitive compliance work that currently ties up analysts. The goal: redeploy those human resources toward deep financial crime investigations where judgment actually matters. π€
The scale of the opportunity is hard to ignore. Two-thirds of global crypto trading volume flows through exchanges already using Elliptic's tools. Stablecoins alone processed roughly $33 trillion in transactions last year, and tokenized assets are pushing further into mainstream finance β raising the stakes for real-time on-chain monitoring at every layer. π
Read more π https://www.zippfeed.com/6msv2gPc/en-US
#Elliptic #CryptoCompliance #AML #AI #InstitutionalFlow
Elliptic raises $120M from Nasdaq and Deutsche Bank to supercharge AI-powered crypto compliance!
Blockchain analytics firm Elliptic just closed a $120M funding round led by One Peak, with Nasdaq Ventures, Deutsche Bank, and the British Business Bank all writing cheques. π The round values the London-based company at $610 million.
The timing is sharp: nearly $3 billion in crypto assets have been stolen since the start of 2025 through smart contract exploits, phishing, and bridge breaches β and regulators are simultaneously squeezing exchanges and banks to tighten AML controls. π
CEO Simone Maini told CoinDesk the new capital will fast-track an "agentic product roadmap" β AI agents that sit on top of Elliptic's dataset and automate the manual, repetitive compliance work that currently ties up analysts. The goal: redeploy those human resources toward deep financial crime investigations where judgment actually matters. π€
The scale of the opportunity is hard to ignore. Two-thirds of global crypto trading volume flows through exchanges already using Elliptic's tools. Stablecoins alone processed roughly $33 trillion in transactions last year, and tokenized assets are pushing further into mainstream finance β raising the stakes for real-time on-chain monitoring at every layer. π
Read more π https://www.zippfeed.com/6msv2gPc/en-US
#Elliptic #CryptoCompliance #AML #AI #InstitutionalFlow
Zipp
Elliptic raises $120M from Nasdaq and Deutsche Bank to supercharge AI-powered crypto compliance! β Zipp
Blockchain analytics firm Elliptic has closed a $120 million funding round led by One Peak, valuing the London-basedβ¦
β€10π9π5π₯4π€©4
π©Έ BEARISH
eBay Rejects GameStop's $56B Takeover Bid β Bitcoin Position Back in the Crosshairs!
π EBay's board has formally rejected GameStop's $56 billion takeover bid, calling the half-cash, half-stock offer "neither credible nor attractive" β citing financing doubts and confidence in its own management.
Markets were already skeptical: eBay shares had been trading well below the $125-per-share offer price since the bid surfaced, and both stocks slipped further on Tuesday β eBay down ~1% to $107, GameStop down 4%.
π The rejection throws GameStop's bitcoin position back into the spotlight. The company holds roughly $368M in BTC exposure via a covered-call options strategy, with nearly all of its 4,709 BTC parked at Coinbase Prime as a receivable. CEO Ryan Cohen had called the eBay deal "way more compelling than bitcoin" β leaving open the question of whether that BTC stake gets liquidated to fund a higher or hostile bid.
β The financing structure was already under strain: $9.4B in cash plus up to $20B in TD Bank debt, contingent on maintaining an investment-grade rating that Moody's has already flagged as credit negative. Going hostile or raising the offer would make the math harder still.
π Michael Burry sold his GameStop stake after the bid and warned it could saddle the company with debt and dilute shareholders β a view the market appears to share.
Read more π https://www.zippfeed.com/Uh4RFWXJ/en-US
$BTC #GameStop #eBay #MichaelBurry #Bitcoin
eBay Rejects GameStop's $56B Takeover Bid β Bitcoin Position Back in the Crosshairs!
π EBay's board has formally rejected GameStop's $56 billion takeover bid, calling the half-cash, half-stock offer "neither credible nor attractive" β citing financing doubts and confidence in its own management.
Markets were already skeptical: eBay shares had been trading well below the $125-per-share offer price since the bid surfaced, and both stocks slipped further on Tuesday β eBay down ~1% to $107, GameStop down 4%.
π The rejection throws GameStop's bitcoin position back into the spotlight. The company holds roughly $368M in BTC exposure via a covered-call options strategy, with nearly all of its 4,709 BTC parked at Coinbase Prime as a receivable. CEO Ryan Cohen had called the eBay deal "way more compelling than bitcoin" β leaving open the question of whether that BTC stake gets liquidated to fund a higher or hostile bid.
β The financing structure was already under strain: $9.4B in cash plus up to $20B in TD Bank debt, contingent on maintaining an investment-grade rating that Moody's has already flagged as credit negative. Going hostile or raising the offer would make the math harder still.
π Michael Burry sold his GameStop stake after the bid and warned it could saddle the company with debt and dilute shareholders β a view the market appears to share.
Read more π https://www.zippfeed.com/Uh4RFWXJ/en-US
$BTC #GameStop #eBay #MichaelBurry #Bitcoin
Zipp
eBay Rejects GameStop's $56B Takeover Bid β Bitcoin Position Back in the Crosshairs! β Zipp
EBay's board has formally rejected GameStop's $56 billion half-cash, half-stock takeover offer, calling it "neitherβ¦
π€©23π19π17π₯17β€7
π₯ BULLISH
France's Central Bank Breaks With Lagarde β Calls for Private Digital Euro Now!
π A rare public split has emerged at the top of European monetary policy β and it matters for the future of on-chain euro liquidity.
Denis Beau, deputy governor of the Banque de France, is calling for immediate mobilisation of public and private European players to build euro-denominated tokenised money. That puts him in direct conflict with ECB President Christine Lagarde, who remains wary of privately issued stablecoins and favours a central bank digital euro targeted for around 2029.
π The stakes are concrete: dollar-pegged stablecoins already command 98% of the $310 billion stablecoin market. Beau warns that without a liquid on-chain euro, European capital will default to dollar-backed assets β accelerating what he calls 'digital dollarization' and weakening the euro's monetary sovereignty.
Beau's push aligns with Qivalis, a 12-bank consortium including ING, BBVA, and BNP Paribas, which plans to launch a private digital euro later this year. He also confirmed the Eurosystem's Pontes project will open a wholesale tokenised central bank settlement service by end of 2025.
π Lagarde agrees the dollar-stablecoin dominance is a risk, but argues private stablecoins amplify financial stability vulnerabilities rather than solve them.
Read more π https://www.zippfeed.com/lazMqn2q/en-US
#DigitalEuro #Stablecoins #MonetarySovereignty #CBDC #MiCA
France's Central Bank Breaks With Lagarde β Calls for Private Digital Euro Now!
π A rare public split has emerged at the top of European monetary policy β and it matters for the future of on-chain euro liquidity.
Denis Beau, deputy governor of the Banque de France, is calling for immediate mobilisation of public and private European players to build euro-denominated tokenised money. That puts him in direct conflict with ECB President Christine Lagarde, who remains wary of privately issued stablecoins and favours a central bank digital euro targeted for around 2029.
π The stakes are concrete: dollar-pegged stablecoins already command 98% of the $310 billion stablecoin market. Beau warns that without a liquid on-chain euro, European capital will default to dollar-backed assets β accelerating what he calls 'digital dollarization' and weakening the euro's monetary sovereignty.
Beau's push aligns with Qivalis, a 12-bank consortium including ING, BBVA, and BNP Paribas, which plans to launch a private digital euro later this year. He also confirmed the Eurosystem's Pontes project will open a wholesale tokenised central bank settlement service by end of 2025.
π Lagarde agrees the dollar-stablecoin dominance is a risk, but argues private stablecoins amplify financial stability vulnerabilities rather than solve them.
Read more π https://www.zippfeed.com/lazMqn2q/en-US
#DigitalEuro #Stablecoins #MonetarySovereignty #CBDC #MiCA
Zipp
France's Central Bank Breaks With Lagarde β Calls for Private Digital Euro Now! β Zipp
A public rift has opened at the heart of European monetary policy: Denis Beau, deputy governor of the Banque de Franceβ¦
π€©16π₯9π9β€7π5
π©Έ BEARISH
US Inflation Jumps to 3.8%, Beating Expectations in a Blow to Rate-Cut Hopes!
πΊπΈ US inflation just printed at 3.8% β above expectations and a clear signal that the disinflation trend has stalled.
π This is the kind of miss that forces an immediate repricing across risk assets. Equities, crypto, and rate-sensitive bonds all feel the squeeze when the inflation narrative reverses course. The dollar strengthens, liquidity tightens, and the bid under risk-on trades weakens fast.
π The Federal Reserve has been explicit: it needs sustained confidence that inflation is heading back to 2% before cutting rates. A 3.8% print hands the FOMC's hawks exactly the cover they need to hold β or even lean hawkish β at the next meeting. Traders watching the CME FedWatch tool should expect near-term rate-cut probabilities to compress materially on this number.
β For crypto specifically, higher-for-longer rates mean a stronger dollar and reduced appetite for speculative exposure. BTC and altcoins have historically struggled in environments where real yields are elevated and the Fed is on hold. Today's print makes that environment more durable, not less.
The macro headwind just got significantly louder.
Read more π https://www.zippfeed.com/YZOVNVbL/en-US
#Inflation #FederalReserve #InterestRates #MacroWatch $BTC
US Inflation Jumps to 3.8%, Beating Expectations in a Blow to Rate-Cut Hopes!
πΊπΈ US inflation just printed at 3.8% β above expectations and a clear signal that the disinflation trend has stalled.
π This is the kind of miss that forces an immediate repricing across risk assets. Equities, crypto, and rate-sensitive bonds all feel the squeeze when the inflation narrative reverses course. The dollar strengthens, liquidity tightens, and the bid under risk-on trades weakens fast.
π The Federal Reserve has been explicit: it needs sustained confidence that inflation is heading back to 2% before cutting rates. A 3.8% print hands the FOMC's hawks exactly the cover they need to hold β or even lean hawkish β at the next meeting. Traders watching the CME FedWatch tool should expect near-term rate-cut probabilities to compress materially on this number.
β For crypto specifically, higher-for-longer rates mean a stronger dollar and reduced appetite for speculative exposure. BTC and altcoins have historically struggled in environments where real yields are elevated and the Fed is on hold. Today's print makes that environment more durable, not less.
The macro headwind just got significantly louder.
Read more π https://www.zippfeed.com/YZOVNVbL/en-US
#Inflation #FederalReserve #InterestRates #MacroWatch $BTC
Zipp
US Inflation Jumps to 3.8%, Beating Expectations in a Blow to Rate-Cut Hopes! β Zipp
US inflation climbed to 3.8% in the latest reading, coming in above consensus forecasts and reigniting concerns thatβ¦
π€©13β€10π10π8π₯6
π₯ BULLISH
TD Cowen sees 106% upside in Sharplink, calls Galaxy yield fund partnership a 'favorable setup'!
TD Cowen just reiterated a buy on Sharplink with a $16 price target β implying 106% upside from current levels β after the company's Q1 2026 earnings.
π The catalyst: a newly launched Galaxy Digital co-managed Ethereum yield fund, combined with Sharplink trading at a 0.8x discount to NAV. TD Cowen called that combination a "favorable setup" for a potential re-rating β the discount alone is a structural entry point before any operational upside gets priced in.
π The deeper thesis is TD Cowen's four-pillar Ethereum demand framework: stablecoins, tokenization, DeFi, and what the firm calls "agentic finance" β AI-driven on-chain activity still in its early innings. These pillars form what analysts described as an increasingly durable structural base for Sharplink's treasury strategy.
π€ With Galaxy Digital co-managing the yield fund, Sharplink gets institutional-grade execution on its ETH holdings while the broader Ethereum demand story continues to build beneath it.
A 106% upside call backed by a four-pillar structural thesis and a named institutional co-manager is the kind of setup that tends to attract follow-on institutional attention.
Read more π https://www.zippfeed.com/Kfl7shSJ/en-US
$ETH #Sharplink #Ethereum #InstitutionalFlow #DeFi
TD Cowen sees 106% upside in Sharplink, calls Galaxy yield fund partnership a 'favorable setup'!
TD Cowen just reiterated a buy on Sharplink with a $16 price target β implying 106% upside from current levels β after the company's Q1 2026 earnings.
π The catalyst: a newly launched Galaxy Digital co-managed Ethereum yield fund, combined with Sharplink trading at a 0.8x discount to NAV. TD Cowen called that combination a "favorable setup" for a potential re-rating β the discount alone is a structural entry point before any operational upside gets priced in.
π The deeper thesis is TD Cowen's four-pillar Ethereum demand framework: stablecoins, tokenization, DeFi, and what the firm calls "agentic finance" β AI-driven on-chain activity still in its early innings. These pillars form what analysts described as an increasingly durable structural base for Sharplink's treasury strategy.
π€ With Galaxy Digital co-managing the yield fund, Sharplink gets institutional-grade execution on its ETH holdings while the broader Ethereum demand story continues to build beneath it.
A 106% upside call backed by a four-pillar structural thesis and a named institutional co-manager is the kind of setup that tends to attract follow-on institutional attention.
Read more π https://www.zippfeed.com/Kfl7shSJ/en-US
$ETH #Sharplink #Ethereum #InstitutionalFlow #DeFi
Zipp
TD Cowen sees 106% upside in Sharplink, calls Galaxy yield fund partnership a 'favorable setup'! β Zipp
TD Cowen reiterated a buy rating and $16 price target on Sharplink after the company's Q1 2026 earnings, citing a 0.8xβ¦
π₯32π€©28β€27π26π22
π₯ BULLISH
Spot XRP ETFs log biggest single-day inflows since January as Ripple catalysts stack up!
π U.S. spot XRP ETFs pulled in $25.8M on Monday β their biggest single-day haul since Jan. 5 β pushing cumulative inflows to $1.35B.
Franklin Templeton's XRPZ led with $13.6M, Bitwise added $7.6M, and Grayscale's GXRP contributed $4.6M. Every XRP fund gained more than 4% on the day as XRP itself climbed to $1.47.
π The flows are riding a stack of institutional catalysts: Ripple closed a $200M debt facility via Neuberger Specialty Finance to scale its Ripple Prime brokerage, and completed a tokenized U.S. Treasury settlement pilot on the XRP Ledger with JPMorgan, Mastercard, and Ondo Finance β processing the redemption in under five seconds.
π Ripple also unveiled a four-phase plan to make the XRP Ledger quantum-resistant by 2028, including an emergency Q-day readiness phase using zero-knowledge proofs if quantum threats arrive ahead of schedule.
The broader pattern holds: bitcoin ETFs are on pace for a seventh straight week of net inflows at $3.4B absorbed, altcoin ETFs are catching the spillover, and ether shed nearly $17M on the same day. XRP is still down 39% over six months and well below its July 2025 peak near $3.65 β but institutional use cases are giving ETF buyers a thesis beyond price speculation.
Read more π https://www.zippfeed.com/KMmtog6v/en-US
$XRP #ETF #Ripple #InstitutionalFlow #XRPLedger
Spot XRP ETFs log biggest single-day inflows since January as Ripple catalysts stack up!
π U.S. spot XRP ETFs pulled in $25.8M on Monday β their biggest single-day haul since Jan. 5 β pushing cumulative inflows to $1.35B.
Franklin Templeton's XRPZ led with $13.6M, Bitwise added $7.6M, and Grayscale's GXRP contributed $4.6M. Every XRP fund gained more than 4% on the day as XRP itself climbed to $1.47.
π The flows are riding a stack of institutional catalysts: Ripple closed a $200M debt facility via Neuberger Specialty Finance to scale its Ripple Prime brokerage, and completed a tokenized U.S. Treasury settlement pilot on the XRP Ledger with JPMorgan, Mastercard, and Ondo Finance β processing the redemption in under five seconds.
π Ripple also unveiled a four-phase plan to make the XRP Ledger quantum-resistant by 2028, including an emergency Q-day readiness phase using zero-knowledge proofs if quantum threats arrive ahead of schedule.
The broader pattern holds: bitcoin ETFs are on pace for a seventh straight week of net inflows at $3.4B absorbed, altcoin ETFs are catching the spillover, and ether shed nearly $17M on the same day. XRP is still down 39% over six months and well below its July 2025 peak near $3.65 β but institutional use cases are giving ETF buyers a thesis beyond price speculation.
Read more π https://www.zippfeed.com/KMmtog6v/en-US
$XRP #ETF #Ripple #InstitutionalFlow #XRPLedger
π20π€©20π18β€15π₯15
π₯ BULLISH
Franklin Templeton and Kraken's Payward Team Up to Tokenize TradFi Products Onchain!
π Franklin Templeton β one of the world's largest asset managers β and Payward, the parent company behind Kraken, are joining forces to explore a new generation of onchain investment products.
The collaboration is focused on tokenizing traditional finance assets, bringing instruments like bonds, funds, or structured products onto blockchain rails where they can be traded, settled, and composed with DeFi infrastructure.
π Payward co-CEO Arjun Sethi put it plainly: "What collaborations like this one unlock is a new class of products that wouldn't have been possible even three years ago." That's not marketing language β it reflects a genuine shift in what's technically and legally feasible on public and permissioned chains today.
π€ The deal pairs Franklin Templeton's institutional distribution reach and decades of product credibility with Kraken's crypto-native settlement and custody infrastructure β exactly the combination institutional allocators have been waiting for before committing capital to tokenized TradFi at scale.
With BlackRock, Fidelity, and now Franklin Templeton all moving deeper into onchain finance, the tokenization wave is no longer a thesis β it's a pipeline.
Read more π https://www.zippfeed.com/0qgAnBBS/en-US
#Tokenization #TradFi #FranklinTempleton $ETH #Onchain
Franklin Templeton and Kraken's Payward Team Up to Tokenize TradFi Products Onchain!
π Franklin Templeton β one of the world's largest asset managers β and Payward, the parent company behind Kraken, are joining forces to explore a new generation of onchain investment products.
The collaboration is focused on tokenizing traditional finance assets, bringing instruments like bonds, funds, or structured products onto blockchain rails where they can be traded, settled, and composed with DeFi infrastructure.
π Payward co-CEO Arjun Sethi put it plainly: "What collaborations like this one unlock is a new class of products that wouldn't have been possible even three years ago." That's not marketing language β it reflects a genuine shift in what's technically and legally feasible on public and permissioned chains today.
π€ The deal pairs Franklin Templeton's institutional distribution reach and decades of product credibility with Kraken's crypto-native settlement and custody infrastructure β exactly the combination institutional allocators have been waiting for before committing capital to tokenized TradFi at scale.
With BlackRock, Fidelity, and now Franklin Templeton all moving deeper into onchain finance, the tokenization wave is no longer a thesis β it's a pipeline.
Read more π https://www.zippfeed.com/0qgAnBBS/en-US
#Tokenization #TradFi #FranklinTempleton $ETH #Onchain
π18π₯17π€©17π13β€10
π₯ BULLISH
Elliptic closes $120M Series D at $670M valuation β Deutsche Bank and Nasdaq back crypto compliance infrastructure!
π Blockchain analytics firm Elliptic just closed a $120M Series D at a $670M valuation β with Deutsche Bank and Nasdaq Ventures writing the new checks.
π The cap table now reads like a who's-who of global TradFi: JPMorgan has been on it since the 2021 Series C, and Deutsche Bank and Nasdaq are the latest to signal that crypto compliance infrastructure isn't a niche bet β it's a core strategic position.
The timing is deliberate. Regulators across the US, EU, and UK are tightening AML, sanctions-screening, and on-chain monitoring requirements for any institution touching digital assets. Elliptic sits directly in the path of that compliance spend β its blockchain analytics tools are used by exchanges, banks, and law enforcement to trace illicit flows and satisfy regulatory obligations.
π Three of the most systemically important names in global finance co-invested in the same compliance infrastructure play. That convergence is the story β the $120M is almost secondary to what the cap table signals about where institutional crypto is heading.
Read more π https://www.zippfeed.com/u93G4nYa/en-US
#Elliptic #SeriesD #CryptoCompliance #InstitutionalFlow #Blockchain
Elliptic closes $120M Series D at $670M valuation β Deutsche Bank and Nasdaq back crypto compliance infrastructure!
π Blockchain analytics firm Elliptic just closed a $120M Series D at a $670M valuation β with Deutsche Bank and Nasdaq Ventures writing the new checks.
π The cap table now reads like a who's-who of global TradFi: JPMorgan has been on it since the 2021 Series C, and Deutsche Bank and Nasdaq are the latest to signal that crypto compliance infrastructure isn't a niche bet β it's a core strategic position.
The timing is deliberate. Regulators across the US, EU, and UK are tightening AML, sanctions-screening, and on-chain monitoring requirements for any institution touching digital assets. Elliptic sits directly in the path of that compliance spend β its blockchain analytics tools are used by exchanges, banks, and law enforcement to trace illicit flows and satisfy regulatory obligations.
π Three of the most systemically important names in global finance co-invested in the same compliance infrastructure play. That convergence is the story β the $120M is almost secondary to what the cap table signals about where institutional crypto is heading.
Read more π https://www.zippfeed.com/u93G4nYa/en-US
#Elliptic #SeriesD #CryptoCompliance #InstitutionalFlow #Blockchain
π€©20β€19π₯19π16π14
π©Έ BEARISH
Poland's PiS Party Breaks Ranks With a Full Crypto Ban Proposal as Lawmakers Debate Four Competing Bills!
π Polish lawmakers opened debate on four competing crypto bills this week β proposals from the government, President Nawrocki, Poland 2050, and the Confederation party all on the table at once.
β Then PiS blew up the consensus: the party's MPs withdrew support for their own April crypto market bill and submitted a brand-new proposal calling for a full ban on cryptoasset activity in Poland.
The move isolates PiS from every other faction in the room. The remaining four proposals span a spectrum of regulatory frameworks β none of them prohibition. PiS is now the only voice in parliament pushing to shut crypto down entirely.
π A ban, if it advanced, would put Poland on a collision course with the EU's MiCA regulation, which Warsaw is already legally obligated to implement as an EU member state. That tension makes the PiS proposal read more like a political signal than a serious legislative path β but with five bills competing and the largest opposition party backing prohibition, the outcome of this debate is genuinely uncertain.
For investors with exposure to Polish crypto markets or EU regulatory risk, this is a session worth watching closely.
Read more π https://www.zippfeed.com/PWoAzifN/en-US
#Poland #MiCA #CryptoBan #Regulation #PiS
Poland's PiS Party Breaks Ranks With a Full Crypto Ban Proposal as Lawmakers Debate Four Competing Bills!
π Polish lawmakers opened debate on four competing crypto bills this week β proposals from the government, President Nawrocki, Poland 2050, and the Confederation party all on the table at once.
β Then PiS blew up the consensus: the party's MPs withdrew support for their own April crypto market bill and submitted a brand-new proposal calling for a full ban on cryptoasset activity in Poland.
The move isolates PiS from every other faction in the room. The remaining four proposals span a spectrum of regulatory frameworks β none of them prohibition. PiS is now the only voice in parliament pushing to shut crypto down entirely.
π A ban, if it advanced, would put Poland on a collision course with the EU's MiCA regulation, which Warsaw is already legally obligated to implement as an EU member state. That tension makes the PiS proposal read more like a political signal than a serious legislative path β but with five bills competing and the largest opposition party backing prohibition, the outcome of this debate is genuinely uncertain.
For investors with exposure to Polish crypto markets or EU regulatory risk, this is a session worth watching closely.
Read more π https://www.zippfeed.com/PWoAzifN/en-US
#Poland #MiCA #CryptoBan #Regulation #PiS
π15β€13π12π₯11π€©11
π₯ BULLISH
Sky Ecosystem leads $13.5M round for stablecoin yield startup Osero!
π Osero, a stablecoin yield infrastructure startup incubated by Stablewatch, has closed a $13.5M funding round β led by the Sky Ecosystem, the protocol formerly known as MakerDAO.
The project's focus is squarely on expanding adoption of Sky's two stablecoins: USDS (formerly DAI) and sUSDS, by giving users streamlined access to the Sky savings rate.
π The strategic angle here is significant: this isn't a passive VC bet. The Sky Ecosystem leading its own round means the stablecoin issuer is directly funding the infrastructure it needs to deepen real-world usage of its assets β a tighter feedback loop between protocol treasury and adoption tooling.
π° Yield remains the dominant driver of stablecoin growth beyond simple dollar pegs. Osero is building the rails that make the Sky savings rate accessible without requiring users to navigate the full protocol stack themselves.
With $13.5M in the bank and the backing of one of DeFi's most established stablecoin ecosystems, Osero is positioned as a key piece of the USDS distribution layer going forward.
Read more π https://www.zippfeed.com/loy4UIuv/en-US
#Stablecoins #SkyEcosystem #DeFi #YieldInfrastructure
Sky Ecosystem leads $13.5M round for stablecoin yield startup Osero!
π Osero, a stablecoin yield infrastructure startup incubated by Stablewatch, has closed a $13.5M funding round β led by the Sky Ecosystem, the protocol formerly known as MakerDAO.
The project's focus is squarely on expanding adoption of Sky's two stablecoins: USDS (formerly DAI) and sUSDS, by giving users streamlined access to the Sky savings rate.
π The strategic angle here is significant: this isn't a passive VC bet. The Sky Ecosystem leading its own round means the stablecoin issuer is directly funding the infrastructure it needs to deepen real-world usage of its assets β a tighter feedback loop between protocol treasury and adoption tooling.
π° Yield remains the dominant driver of stablecoin growth beyond simple dollar pegs. Osero is building the rails that make the Sky savings rate accessible without requiring users to navigate the full protocol stack themselves.
With $13.5M in the bank and the backing of one of DeFi's most established stablecoin ecosystems, Osero is positioned as a key piece of the USDS distribution layer going forward.
Read more π https://www.zippfeed.com/loy4UIuv/en-US
#Stablecoins #SkyEcosystem #DeFi #YieldInfrastructure
π29π20π₯20β€18π€©18
γ½οΈ NEUTRAL
500M $USDT Transferred from Tether Treasury to unknown wallet
500M $USDT (β499.8M) moved from Tether Treasury to unknown wallet.
Read more π https://www.zippfeed.com/DmCakGql/en-US
500M $USDT Transferred from Tether Treasury to unknown wallet
500M $USDT (β499.8M) moved from Tether Treasury to unknown wallet.
Read more π https://www.zippfeed.com/DmCakGql/en-US
Zipp
500M $USDT Transferred from Tether Treasury to unknown wallet β Zipp
500M $USDT (β499.8M) moved from Tether Treasury to unknown wallet.
π€©21π19β€12π₯12π11
π©Έ BEARISH
Hot CPI Print Sends Stocks Sliding and Rate-Hike Bets Surging β Bitcoin Holds $80K!
π April's CPI print landed ugly across the board. Core consumer prices rose 0.4% month-over-month β double March's 0.2% pace and above the 0.3% consensus. Year-over-year core CPI climbed to 2.8%, up from 2.6% in March. Headline CPI hit 3.8%, the fastest pace since May 2023, topping both the prior month's 3.3% and the 3.7% forecast.
The rate narrative has flipped hard. Just weeks ago, markets were debating how many times the Fed would cut in 2026. Now, CME FedWatch is pricing in more than a 35% chance of one or more rate hikes this year β a seismic shift in expectations that's hammering risk assets.
π Equities took the brunt of it: the Nasdaq dropped 1.3%, with broader indices following lower as yields rose sharply on the inflation shock.
π Bitcoin is holding its ground at roughly $80,500, flat over the past 24 hours β a notable divergence from the risk-off selloff hitting stocks. Major altcoins aren't getting the same treatment: ETH and XRP are both down around 2.5%, pointing to a selective bid under BTC rather than broad crypto strength.
Read more π https://www.zippfeed.com/o6y082bd/en-US
$BTC #Bitcoin #CPI #Inflation #RateHikes
Hot CPI Print Sends Stocks Sliding and Rate-Hike Bets Surging β Bitcoin Holds $80K!
π April's CPI print landed ugly across the board. Core consumer prices rose 0.4% month-over-month β double March's 0.2% pace and above the 0.3% consensus. Year-over-year core CPI climbed to 2.8%, up from 2.6% in March. Headline CPI hit 3.8%, the fastest pace since May 2023, topping both the prior month's 3.3% and the 3.7% forecast.
The rate narrative has flipped hard. Just weeks ago, markets were debating how many times the Fed would cut in 2026. Now, CME FedWatch is pricing in more than a 35% chance of one or more rate hikes this year β a seismic shift in expectations that's hammering risk assets.
π Equities took the brunt of it: the Nasdaq dropped 1.3%, with broader indices following lower as yields rose sharply on the inflation shock.
π Bitcoin is holding its ground at roughly $80,500, flat over the past 24 hours β a notable divergence from the risk-off selloff hitting stocks. Major altcoins aren't getting the same treatment: ETH and XRP are both down around 2.5%, pointing to a selective bid under BTC rather than broad crypto strength.
Read more π https://www.zippfeed.com/o6y082bd/en-US
$BTC #Bitcoin #CPI #Inflation #RateHikes
Zipp
Hot CPI Print Sends Stocks Sliding and Rate-Hike Bets Surging β Bitcoin Holds $80K! β Zipp
April's inflation data came in hotter than expected on every measure, rattling equity markets and forcing a rapidβ¦
π€©21π17β€13π13π₯12
γ½οΈ NEUTRAL
Coinhold's 14% USDT Yield vs. the Market: What the Gap Actually Means
A new research note puts Coinhold's 14% USDT yield under the microscope, comparing it directly to what CeFi custodial platforms and DeFi lending protocols are actually offering right now.
π The gap between Coinhold's rate and the broader market is wide enough to ask the obvious question: what's behind it? The analysis focuses on the fee-based yield model tied to the EMCD mining ecosystem β a structure that differs meaningfully from the lending books and liquidity pools most competing platforms rely on.
That distinction is the core of the research. Yield source determines durability. A 14% rate backed by mining fee flows behaves differently across market cycles than one backed by on-chain borrowing demand or custodial rehypothecation.
π The note maps Coinhold's model against both traditional CeFi and major DeFi lending protocols, giving investors a side-by-side framework rather than just a headline number comparison.
For anyone allocating USDT yield at scale, understanding the structural differences β not just the rate differential β is the practical takeaway here.
Read more π https://www.zippfeed.com/FyZQ1vuu/en-US
$USDT #DeFi #CeFi #Yield #Coinhold
Coinhold's 14% USDT Yield vs. the Market: What the Gap Actually Means
A new research note puts Coinhold's 14% USDT yield under the microscope, comparing it directly to what CeFi custodial platforms and DeFi lending protocols are actually offering right now.
π The gap between Coinhold's rate and the broader market is wide enough to ask the obvious question: what's behind it? The analysis focuses on the fee-based yield model tied to the EMCD mining ecosystem β a structure that differs meaningfully from the lending books and liquidity pools most competing platforms rely on.
That distinction is the core of the research. Yield source determines durability. A 14% rate backed by mining fee flows behaves differently across market cycles than one backed by on-chain borrowing demand or custodial rehypothecation.
π The note maps Coinhold's model against both traditional CeFi and major DeFi lending protocols, giving investors a side-by-side framework rather than just a headline number comparison.
For anyone allocating USDT yield at scale, understanding the structural differences β not just the rate differential β is the practical takeaway here.
Read more π https://www.zippfeed.com/FyZQ1vuu/en-US
$USDT #DeFi #CeFi #Yield #Coinhold
Zipp
Coinhold's 14% USDT Yield vs. the Market: What the Gap Actually Means β Zipp
A new research note takes a structured look at how Coinhold's 14% USDT yield stacks up against competing CeFi and DeFiβ¦
π23π₯22β€18π18π€©17
γ½οΈ NEUTRAL
250M $USDC Minted at USDC Treasury
250M $USDC (250M USD) has been minted at the USDC Treasury.
Read more π https://www.zippfeed.com/jclGeZAn/en-US
250M $USDC Minted at USDC Treasury
250M $USDC (250M USD) has been minted at the USDC Treasury.
Read more π https://www.zippfeed.com/jclGeZAn/en-US
Zipp
250M $USDC Minted at USDC Treasury β Zipp
250M $USDC (250M USD) has been minted at the USDC Treasury.
β€8π6π5π€©5π₯4