Dan Romero and Varun Srinivasan have both exited crypto social media to focus on global payments via stablecoins.

"What we are experiencing is the weakest bitcoin bear case in its history," wrote Bernstein's Gautam Chhugani.

The analyst framed some bitcoin mining sites as infrastructure assets, lifting CIFR and WULF shares while MARA lags.

The firm's total ETH holdings top 4.3 million tokens worth about $8.7 billion at the current price just above $2,000.

The selloff reflects bitcoin’s built-in volatility and market misreads of Fed policy, not structural weakness, aruged Bode.

The selloff reflects bitcoin’s built-in volatility and market misreads of Fed policy, not structural weakness, aruged Bode.

The repurchase plan follows a volatile earnings week and signals confidence in the firm’s balance sheet.

The repurchase plan follows a volatile earnings week and signals confidence in the firm’s balance sheet.

The numbers weren't pretty, but the fourth-quarter loss does not signal a cash crunch or the necessity of bitcoin sales,...

The numbers weren't pretty, but the fourth-quarter loss does not signal a cash crunch or the necessity of bitcoin sales,...