Blockonomi

TLDR:

Meiwu Technology files 424B4 with SEC to register 38 million ordinary shares for public offering on NASDAQ. 

Company discloses extensive risks from Chinese regulatory oversight affecting overseas listings and operations. 

Filing warns government intervention could cause share value to decline significantly or become worthless. 

Regulatory uncertainty surrounds compliance with CSRC and CAC requirements for China-based offshore issuers.

 

Meiwu Technology Company Limited has submitted a 424B4 filing with the US Securities and Exchange Commission to register 38 million ordinary shares for sale.

The NASDAQ-listed company, trading under the ticker WNW, has adopted a Bitcoin treasury strategy. The filing reveals extensive details about regulatory challenges the firm faces due to its Chinese business operations.

Chinese Regulatory Environment Shapes Strategic Decisions

The SEC document outlines several operational risks tied to conducting business in China. MartyParty shared the filing on social media, noting the detailed explanations regarding Chinese restrictions and the company’s rationale for relocating operations. The regulatory landscape in China has become increasingly complex for companies seeking overseas listings.

SEC Filings: #Bitcoin Treasury Company Meiwu Technology Company Limited (NASDAQ: WNW )files a 424B4 with the US SEC to sell additional 38,000,000 Ordinary Shares.https://t.co/ezPQ1uSwh5

Well worth the read regarding Chinese restrictions and their reason for leaving China.… pic.twitter.com/Ph8RvwvWjq

— MartyParty (@martypartymusic) January 27, 2026

Recent government statements have introduced uncertainty about foreign investment rules and offshore offerings by Chinese entities.

The company must navigate evolving regulations from multiple authorities, including the China Securities Regulatory Commission and the Cyberspace Administration of China. These agencies maintain oversight over data security, cybersecurity, and anti-monopoly matters.

Meiwu faces uncertainty about whether it can fully comply with all regulatory requirements. The filing states the company confronts questions about “whether we can fully comply with applicable regulatory requirements, including completing filings” with Chinese regulators.

Future regulatory changes could mandate cybersecurity reviews or other clearances for China-based companies listed on foreign exchanges.

The document warns these risks “could result in a material adverse change in our operations and the value of our Ordinary Shares.” Such actions might limit or completely prevent the company from offering securities to investors.

The filing further cautions these challenges could “cause the value of such securities to significantly decline or become worthless.”

Legal Uncertainties Present Material Risks to Operations

The interpretation and enforcement of Chinese laws remain uncertain for businesses operating across borders. The regulatory framework continues to evolve rapidly, creating challenges for companies maintaining operations in both jurisdictions.

Industry-wide regulations related to data security and anti-monopoly enforcement could substantially impact company valuations.

Chinese government authorities maintain significant power to influence overseas offerings and foreign investment in domestic companies.

The filing acknowledges “any decision to intervene or influence our operations” by Chinese authorities could force material operational changes. Such intervention “could significantly limit or completely hinder our ability to offer or continue to offer securities to investors.”

The document emphasizes how government action “may cause the value of such securities to significantly decline or be worthless.”

The lack of clarity in legal protections adds another layer of complexity. Chinese law interpretation varies, and enforcement mechanisms remain inconsistent across different regulatory bodies.

The 38 million share offering proceeds despite these acknowledged risks. Investors must weigh the company’s Bitcoin treasury strategy against regulatory uncertainties outlined in the filing.

The document provides extensive risk disclosures about potential government intervention and regulatory changes affecting share value and operational capabilities.

The post Meiwu Technology Files to Sell 38 Million Shares as Chinese Regulatory Risks Mount appeared first on Blockonomi.

TLDR

American Bitcoin, supported by the Trump family, increased its bitcoin reserves to 5,843 BTC.

The company ranks as the 18th-largest corporate holder of bitcoin globally.

American Bitcoin achieved a bitcoin yield of 116% from its Nasdaq debut through January 2026.

The company’s bitcoin reserves grew by over 1,800 BTC since its Q3 2025 earnings report.

American Bitcoin’s shares rose by 2% in premarket trading despite a year-to-date decline of 11%.

American Bitcoin, the cryptocurrency mining company backed by the Trump family, has raised its bitcoin holdings to approximately 5,843 BTC. This increase has solidified the company’s position as one of the largest corporate holders of cryptocurrency worldwide. The company, which went public in 2025, continues to grow its bitcoin reserves amid a volatile market.

Bitcoin Yield Rises After Nasdaq Debut

American Bitcoin‘s Bitcoin yield reached about 116% between its Nasdaq debut on September 3, 2025, and January 25, 2026. The company’s bitcoin holdings have grown steadily during this period, despite the broader fluctuations in the cryptocurrency market. Bitcoin yield reflects how much a company’s bitcoin holdings have increased, including coins mined or purchased over time.

American Bitcoin has increased its total Bitcoin reserve to ~5,843 BTC and achieved a BTC Yield of ~116% from its Nasdaq debut on September 3, 2025 through January 25, 2026. pic.twitter.com/xt095jZUNC

— American Bitcoin (@ABTC) January 27, 2026

The yield suggests that American Bitcoin has managed to efficiently grow its balance sheet without issuing additional capital. This indicates that the firm has increased its exposure to bitcoin without raising new funds, a move that investors view as financially efficient.

“A higher yield signals strong performance in asset growth,” said a market analyst.

American Bitcoin’s Growing Reserve

American Bitcoin’s recent acquisition places it as the 18th-largest corporate holder of the cryptocurrency globally. The company now holds more bitcoin than other major firms such as Nakamoto Inc. and GameStop. The company’s shares saw a 2% increase in premarket trading recently, as reported by Yahoo Finance, although it has faced a slight 11% decline year-to-date.

The surge in reserves follows a period of strong operational growth for the company, which recently reported a return to profitability. In its Q3 2025 earnings, American Bitcoin noted a sharp increase in revenue and mining capacity. At that time, the company’s bitcoin holdings were just over 4,000 BTC, showing the growth in reserves since then.

American Bitcoin’s strategy involves positioning Bitcoin on its balance sheet as a long-term asset, rather than a liquid asset for immediate use. This shift reflects a broader trend among publicly listed bitcoin miners, who are holding on to their crypto assets for future growth.

The post American Bitcoin Expands Bitcoin Reserves to Nearly 5,900 Coins appeared first on Blockonomi.

TLDR

Standard Chartered predicts that $500 billion in bank deposits will move to stablecoins by 2028.

The shift in deposits poses a growing risk to traditional banks’ earnings and net interest margins.

Regional banks are more vulnerable to the potential deposit outflow caused by stablecoin adoption.

Lawmakers are debating the Digital Asset Market Clarity Act, which could regulate stablecoins and their ability to offer yield.

Stablecoin issuers may reduce deposit flight if they hold a significant portion of reserves in bank deposits.

Standard Chartered’s Geoff Kendrick has warned that $500 billion in bank deposits could shift into stablecoins by 2028. This forecast is significantly lower than his previous $1 trillion estimate from October. Despite this, Kendrick’s assessment highlights a growing risk for traditional banks as stablecoins continue to gain traction.

As lawmakers in Washington debate the Digital Asset Market Clarity Act (CLARITY Act), the future of stablecoins remains uncertain. The proposed bill would create a federal regulatory framework for digital assets, possibly limiting the ability of stablecoin issuers to offer yield. If stablecoins are allowed to offer yield, this could draw a large portion of deposits away from the banking system.

The Impact of Stablecoins on Net Interest Margin (NIM)

Stablecoins could affect U.S. banks by draining deposits that are crucial to net interest margin (NIM) income. NIM represents the difference between what banks earn from loans and what they pay on deposits. As Kendrick explains, a decrease in deposits would directly result in reduced NIM, a key driver of bank earnings.

Regional banks may be particularly vulnerable to this shift. Kendrick’s analysis reveals that regional banks like Huntington Bancshares, M&T Bank, and Truist Financial rely on NIM for over 60% of their revenue. In contrast, investment banks such as Goldman Sachs and Morgan Stanley depend less on NIM, with this revenue stream contributing to less than 20% of their total income.

Kendrick Optimistic About Stablecoin Regulation Progress

The potential for stablecoins to offer yield could exacerbate the shift in deposits from traditional banks. Kendrick noted that if stablecoins begin to offer attractive returns, the transfer of funds away from banks could increase. However, he also pointed out that the impact might not be as severe if stablecoin issuers keep their reserves in bank deposits.

In such a scenario, stablecoins would still rely on banks to hold a large portion of their reserves. This would reduce the overall flight of deposits, as stablecoin issuers would essentially be circulating the funds back into the banking system. This could mitigate some of the pressure on banks, particularly in terms of deposit loss.

Despite concerns over the future of stablecoins and their potential impact on the banking system, Kendrick remains optimistic that progress will continue. He believes that a regulatory framework for digital assets will be finalized by the end of Q1, with the CLARITY Act potentially making its way to President Donald Trump for approval.

The post Stablecoins: A Rising Threat to US Banks as $500 Billion Departs appeared first on Blockonomi.

TLDR

Meta is set to report its fourth-quarter earnings after the bell on Wednesday with traders expecting a substantial move in its stock price.

Options pricing suggests Meta stock could shift by 6% in either direction by the end of this week with shares potentially reaching $712 or dropping to $633.

Analysts are focused on Meta’s 2026 outlook and capital expenditures particularly related to its AI investments which could influence the stock’s movement.

Meta’s earnings per share for the fourth quarter are expected to reach $8.17 with a record $58.43 billion in revenue marking a 21% increase from the previous year.

The company’s strong ad business momentum is anticipated to drive a positive earnings report with a focus on new revenue streams like ads on Threads and premium subscriptions.

Meta Platforms (NASDAQ: META) is set to report its fourth-quarter earnings after the bell on Wednesday. Traders expect a substantial movement in Meta stock as the company’s financial results are released. Analysts predict a potential 6% shift in the stock price, with Meta’s shares possibly moving to either $712 or $633, depending on the company’s financial outlook and the results of its capital expenditures.

Expected Impact on Meta Stock Price

Meta stock is experiencing anticipation ahead of its earnings report. Options pricing indicates a potential 6% shift in either direction by the end of this week. Recent trading levels around $672 suggest that a move upwards could push the stock to $712, while a drop might take it down to $633, as seen earlier this month.

Traders are focused on how Meta’s earnings report will address capital expenditures, particularly its investment in AI. The company’s 2026 outlook will be under scrutiny, as investors are watching for any signs of overspending. If Meta’s capital expenditure guidance is more conservative than expected, it could lead to a positive stock price response.

Meta’s Potential Earnings and Ad Business Momentum

Meta is projected to report a strong fourth-quarter earnings per share of $8.17. This would represent a 21% year-over-year revenue increase, reaching a record $58.43 billion. Analysts believe that the company’s ad business, which is the bulk of its revenue, will continue to show momentum and could exceed expectations.

The rollout of ads on Meta’s Threads platform is also likely to be a key point of discussion. Analysts are eager to hear about Meta’s strategy for generating additional ad revenue through its newer platforms. Additionally, Meta may share details about its efforts to test premium subscriptions across various apps, which could further bolster investor confidence.

Wall Street analysts remain largely bullish on Meta stock. All 21 analysts covering the stock have issued “buy” recommendations. The consensus target price for Meta stock is approximately $841, suggesting a 25% upside from Monday’s closing price of $672.

With a solid ad revenue forecast and expected progress on monetizing new platforms, analysts believe there is further room for Meta stock to grow. The company’s earnings report on Wednesday could confirm the positive outlook and potentially drive the stock higher.

The post Meta Stock Could See 6% Move Following Wednesday’s Earnings Release appeared first on Blockonomi.

TLDR

Amazon’s stock saw a modest 5% rise in 2025 but could present a strong investment opportunity.

The holiday season is expected to boost Amazon’s sales with increased e-commerce spending.

Amazon controls around 40% of the U.S. e-commerce market and stands to gain from more retail shifting online.

Amazon Web Services (AWS) continues to grow with a 20% increase in sales in the third quarter of 2025.

The company’s heavy investments in artificial intelligence are expected to drive future growth.

Amazon (AMZN) faced a tough year in 2025, trailing the S&P 500’s 18% gain with a modest 5% rise. However, this downturn may present a strong opportunity for investors to buy shares. With the holiday season approaching and significant growth in its AI and cloud segments, Amazon is set to see potential growth. Below are three key reasons why investors should consider buying AMZN stock today.

Holiday Season Boost Expected for Amazon

The fourth quarter of the year is crucial for Amazon. This period, which includes the holiday season, typically sees the highest sales volume of the year. Preliminary results from Visa show that e-commerce spending rose 7.8% year over year in 2025. Amazon controls around 40% of U.S. e-commerce, so this increase bodes well for its upcoming earnings report.

Physical retail accounted for 73% of total holiday spending. This is encouraging news for Amazon, as it indicates a large opportunity to shift more retail spending to online platforms. As more consumers choose to shop online, Amazon’s market share could expand, driving future growth for the company.

Growth in Cloud and AI Drives AMZN Stock Potential

Amazon Web Services (AWS) is the largest cloud provider globally, holding about 29% of the market share. AWS experienced a 20% year-over-year increase in sales during the third quarter of 2025. As demand for artificial intelligence (AI) solutions grows, AWS is poised to benefit, especially with its heavy investments in AI.

Amazon is dedicating substantial resources to developing its AI capabilities. The company spent about $125 billion in 2025 to expand its AWS cloud infrastructure and plans to increase this in 2026. As more clients migrate to the cloud and adopt AI tools, AWS sales are expected to keep growing, which will likely drive further growth in AMZN stock.

AMZN Stock Appears Undervalued at Current Price

Despite Amazon’s strong performance, its stock has not risen significantly over the past year. The stock is trading at a price-to-earnings (P/E) ratio of 33. While this is not particularly low, it seems fair given Amazon’s market dominance and growth potential in both e-commerce and cloud services.

CEO Andy Jassy is confident that the move to the cloud and increased use of AI will fuel growth over the next decade. With this long-term growth potential, the current stock price may be seen as an opportunity for investors looking for strong returns in the future.

The post 3 Key Reasons Why AMZN Stock Is a Smart Buy Right Now appeared first on Blockonomi.

TLDR

Planet Labs stock surged 7.8% following the announcement of a new agreement with the Slovenian government.

The deal is focused on supporting key areas such as agriculture, urban planning, and disaster management in Slovenia.

This agreement strengthens confidence in Planet Labs’ satellite technology and its ability to secure important government contracts.

Despite the stock’s volatility, the market viewed this news as a positive development for Planet Labs’ future prospects.

Planet Labs has gained 39.1% year-to-date, and its stock is trading near its 52-week high of $28.78 per share.

Planet Labs’ (PL) stock surged by 7.8% in the morning session after announcing an enterprise agreement with the Slovenian government. This agreement aims to support Slovenia’s efforts in areas such as agriculture, urban planning, and disaster management. The news reflects growing confidence in the company’s technology and its ability to secure major contracts.

Planet Labs Stock Gains on Slovenian Government Deal

Planet Labs saw a notable increase in stock value following the announcement of its new enterprise agreement with the Slovenian government. The deal is set to support Slovenia’s agricultural, urban planning, and disaster management projects. This agreement signals a growing reliance on Planet’s satellite technology, which is increasingly recognized for its practical applications in various sectors.

According to Planet Labs, the partnership will expand the use of Earth imaging technology for better planning and crisis management in Slovenia.

“This agreement with the Slovenian government reinforces the utility of our satellite solutions in critical areas,” said a company representative.

The deal is a key move in Planet Labs’ strategy to broaden its customer base and expand into new regions.

What Does This Mean for Planet Labs Stock?

The market’s reaction to the news reflects the importance of this deal, though it is not expected to drastically change its overall outlook on the company. Planet Labs stock has been highly volatile, with more than 50 moves of over 5% in the past year. Today’s jump follows a trend of market uncertainty, where each significant development influences the stock’s price.

Despite this, the Slovenian agreement is considered a positive signal for investors, as it adds another layer of credibility to Planet’s technology. The contract is seen as an example of the company’s ability to secure high-profile contracts with national governments. However, with the stock’s history of volatility, investors are still cautious about the long-term stability of the share price.

Planet Labs stock has performed well in 2026, up 39.1% year-to-date, and is currently trading near its 52-week high. At $28.39 per share, the stock is approaching its January 2026 high of $28.78. Investors who purchased shares at the IPO in April 2021 have seen a nearly threefold return on their investment.

Planet Labs’ ability to secure such deals shows that the company is making strides in becoming a major player in satellite imagery. This progress could fuel further growth as more governments and companies adopt satellite technology for various purposes.

The post Why Planet Labs Stock Is Rocketing Higher Today: The Secret Revealed appeared first on Blockonomi.

TLDR

Tether has launched USA₮, a dollar-backed stablecoin compliant with U.S. federal regulations under the GENIUS Act framework.

USA₮ is issued by Anchorage Digital Bank, the first federally regulated stablecoin issuer in the U.S.

The stablecoin is designed to meet the transparency, security, and compliance standards set by U.S. regulations.

USA₮ is aimed at U.S.-based financial institutions, offering a regulated digital dollar solution for institutional use.

USA₮ will be available on U.S. exchanges such as Bybit, Crypto.com, Kraken, OKX, and Moonpay.

Tether has officially launched USA₮, a dollar-backed stablecoin designed to meet the regulatory standards set by the U.S. federal government. The stablecoin, issued by Anchorage Digital Bank, is the first federally regulated stablecoin under the GENIUS Act framework. USA₮ is now available to U.S.-based users and financial institutions looking for a digital dollar solution that operates within the U.S. regulatory framework.

USA₮ Designed to Comply with Federal Regulations

USA₮ was specifically designed to align with the U.S. government’s newly established federal stablecoin framework. The GENIUS Act provides clear guidelines for stablecoins, ensuring they meet regulatory, transparency, and security standards.

As a federally regulated stablecoin, USA₮ is issued by Anchorage Digital Bank, which ensures full compliance with U.S. banking regulations. This stablecoin will operate primarily within the U.S. financial system, targeting institutional use in digital transactions.

Compliance with federal regulations is a critical feature of USA₮, as it provides a secure way for U.S. institutions to interact with digital assets while complying with legal requirements. The stablecoin is fully integrated into the U.S. financial ecosystem, ensuring that it operates in a regulated environment.

Tether and Anchorage Digital Bank’s Role

The launch of USA₮ comes as part of Tether’s broader initiative to develop stablecoins that comply with national regulations. Anchorage Digital Bank, a federally regulated bank, serves as the issuer of USA₮, responsible for ensuring the stablecoin’s compliance with U.S. laws.

The bank has built infrastructure to support the stablecoin’s operations, ensuring that it meets the regulatory standards necessary for stablecoin issuance in the U.S. The integration of USA₮ into U.S. exchanges and financial platforms, including Bybit, Crypto.com, Kraken, OKX, and Moonpay, is part of the first phase of its launch.

This allows for broader access to USA₮ within the U.S. financial ecosystem. As a result, it is positioned to support U.S. institutions and platforms that need access to a regulated dollar-backed digital asset.

The post Tether Rolls Out USA₮, the First Federally Regulated Stablecoin appeared first on Blockonomi.

TLDR

Cathie Wood links Bitcoin’s recent pullback to a $28 billion deleveraging event caused by a Binance software glitch.

The October 10, 2025, “flash crash” had market effects, especially on Bitcoin due to its liquidity.

ARK Invest believes the majority of the deleveraging event’s impact has passed, paving the way for Bitcoin’s recovery.

Wood expects Bitcoin to consolidate between $80,000 and $90,000 before entering its next upward phase.

Despite recent setbacks, ARK Invest remains confident in Bitcoin’s long-term growth potential and institutional support.

During an interview with Fox Business on 26th, ARK Invest CEO Cathie Wood explained that Bitcoin’s recent pullback resulted from a $28 billion deleveraging event. She attributed the event to a Binance software glitch on October 10, 2025, which had market repercussions. Wood noted that the selling pressure from this event has largely passed, and Bitcoin is expected to consolidate.

Binance Glitch Sparks $28 Billion Bitcoin Deleveraging

Wood addressed the market shock caused by a software glitch on Binance, leading to a $28 billion deleveraging. She referred to October 10, 2025, as a “flash crash” that hit the crypto space hard.

According to Wood, Bitcoin, being the most liquid crypto asset, was impacted the most. She mentioned that the selling pressure from this event has largely subsided, and the market is moving past it.

The ARK Invest CEO pointed out that Bitcoin was hit hardest during the unwind process. Wood emphasized that the nature of the crypto market makes Bitcoin more vulnerable to such events. Despite this, she believes the majority of the deleveraging is behind us, clearing the path for Bitcoin to regain stability.

ARK Invest’s Optimistic Bitcoin Forecast Amid Market Recovery

Wood expressed confidence in ARK Invest’s position in Bitcoin, with ARKB, the firm’s spot Bitcoin ETF, being a key part of their strategy. She stated that institutional investors are increasingly recognizing Bitcoin as the leader in a new asset class. While some are concerned about the “four-year cycle,” Wood believes the downside of this cycle has mostly passed.

She expects Bitcoin to stabilize between the $80,000 and $90,000 range before entering its next upward phase. Wood indicated that the current market conditions could pave the way for Bitcoin’s future growth. ARK Invest remains optimistic about Bitcoin’s potential despite recent setbacks.

The post Cathie Wood Predicts Bitcoin’s Stabilization After $28 Billion Deleveraging Event appeared first on Blockonomi.

TLDR

Trump’s speech today on energy policy could influence inflation expectations and market sentiment.

The Fed will announce its decision tomorrow, with focus on Powell’s tone rather than a rate change.

Tesla, Meta, Microsoft, and Apple earnings could sway investor risk appetite and overall market direction.

Thursday’s PPI inflation data may affect the Fed’s rate outlook and impact crypto liquidity.

A potential U.S. government shutdown on Friday could disrupt markets and pressure crypto prices further.

Crypto markets enter a critical 72-hour stretch as economic signals, earnings, and government decisions converge. The market is watching closely as political speeches, central bank moves, corporate earnings, and economic data collide.

Trump Speech and Fed Decision to Set Early Tone

President Donald Trump will speak at 4 PM ET today on the U.S. economy and energy policy. His comments on energy prices could influence inflation expectations, which the Federal Reserve monitors closely. As it was reported by Blockonomi two weeks ago, Trump criticized Fed Chair Jerome Powell over interest rates and inflation handling.

The Fed will announce its rate decision tomorrow, with no change expected in policy direction. However, attention will shift to Powell’s post-decision remarks for any hawkish cues. Traders anticipate high volatility if Powell reiterates inflation concerns or mentions tariff-related risks.

Tensions rose recently after Powell cited political pressure around rate decisions. If Powell emphasizes inflation persistence, rate cuts could be delayed longer. Any such stance would reduce liquidity and weigh on crypto market sentiment.

Tech Earnings and Inflation Data Add Volatility

Earnings from Tesla, Meta, and Microsoft are due on the same day as the Fed decision. These companies carry influence on overall market sentiment and investor risk appetite. Missed earnings expectations may trigger wider market pullbacks.

Thursday will bring fresh PPI inflation data that reflects supply-side pricing pressures. A higher PPI print would reinforce the Fed’s cautious stance on easing. Apple will also release earnings that day, adding another layer of market exposure.

If inflation remains elevated and tech results disappoint, broader markets could face liquidity pressure. That environment would likely ripple into risk assets like crypto. Thus, each report adds to the market’s pressure buildup this week.

Shutdown Deadline Caps High-Risk Window

Friday marks the deadline for a possible U.S. government shutdown, adding further stress to financial markets. Previous shutdowns have caused abrupt market downturns and risk-off moves. A prolonged shutdown could interrupt federal payments and economic activity.

Lawmakers have not yet confirmed a resolution as the deadline approaches. Political standoffs on spending bills and immigration terms remain unresolved. Crypto markets reacted negatively during the last shutdown, with prices falling sharply.

With no deal in place, investors face a weekend risk that may extend volatility into the next week. Combined with Fed policy and earnings news, the shutdown threat intensifies macro uncertainty. The next 72 hours could shape short-term crypto market momentum.

The post Crypto Market Braces for 72 Hours of Macro Pressure: Trump, Fed, Earnings, and Shutdown All in Focus appeared first on Blockonomi.

TLDR:

Animoca Brands Japan and Rootstock signed a Basic Agreement to adapt BTCfi solutions for Japanese institutions. 

Rootstock Institutional program offers Bitcoin-backed stablecoin borrowing and on-chain yield management services. 

Partnership addresses growing demand for compliant digital asset treasury management among Japanese corporations. 

Exclusive event on February 26, 2026 will gather institutional investors and TradFi stakeholders near GFTN Forum.

 

Animoca Brands Japan has entered a strategic partnership with Rootstock to develop Bitcoin finance solutions tailored for institutional investors in the Japanese market.

The collaboration centers on deploying Rootstock’s institutional DeFi program and optimizing digital asset treasury management for Japanese corporations.

Both companies signed a basic agreement to explore BTCfi infrastructure implementation within Japan’s regulatory framework.

Institutional Bitcoin Finance Infrastructure Takes Shape

Animoca Brands Japan, a strategic subsidiary of Animoca Brands Corporation Limited, will work with RootstockLabs Ltd. to adapt Bitcoin-based financial services for institutional use.

The partnership focuses on bringing Rootstock’s “Rootstock Institutional” program to Japanese institutional investors and operating companies.

Animoca Brands Japan、Rootstock(@rootstock_io)とDAT領域において戦略的事業提携

Rootstocksの機関投資家向けプログラムを応用したBTCfiソリューションの提供を検討
2026年2月27日にInstitutions × #BTCFi をテーマにした機関投資家・TradFi・CEX・DAT関係者向けのイベントを開催…

— Animoca Brands Japan (@Animocabrandskk) January 27, 2026

This program leverages Bitcoin’s security while offering Ethereum-compatible smart contract functionality through a dedicated DeFi layer.

According to the announcement, Animoca Brands Japan and Rootstock (@rootstock_io) are “considering the provision of BTCfi solutions applying Rootstock’s institutional investor program.”

The companies are also “hosting an event on February 27, 2026, themed Institutions × #BTCFi, for institutional investors, TradFi, CEX, and DAT stakeholders.”

Rootstock operates as a Bitcoin DeFi layer that maintains Bitcoin’s security model while enabling advanced financial operations.

The platform allows institutional participants to access Bitcoin-backed stablecoin borrowing and on-chain yield management opportunities.

A cross-disciplinary team manages Rootstock Institutional with specific attention to professional investor requirements and corporate Bitcoin-native DeFi applications.

The growing demand for digital asset treasury management among Japanese corporations drives this partnership. Companies increasingly seek compliant frameworks for holding and operating digital assets as part of their treasury strategies.

Rootstock’s infrastructure addresses these needs by combining regulatory compliance with Bitcoin’s established security architecture.

Animoca Brands Japan plans to offer comprehensive services supporting corporate treasury optimization and Web3 transition strategies.

The company’s Digital Asset Treasury Management Support Business will provide end-to-end assistance from crypto asset holding through stock-income business development. Services will align with each client’s financial objectives and risk parameters.

Event and Market Development Initiatives

The partnership includes joint efforts on strategy development, regulatory compliance, and marketing support for institutional digital asset management services.

Both companies will work together to position Rootstock’s BTCfi infrastructure within Japan’s regulatory environment. The collaboration also explores business development opportunities for digital asset treasury optimization in the Japanese market.

Support for liquidity infrastructure development forms another component of the partnership. The companies are considering listing Rootstock tokens RBTC and RIF as part of service expansion efforts.

These listings would strengthen the ecosystem’s liquidity foundation and provide additional tools for institutional participants.

An exclusive event scheduled for February 26, 2026, will bring together key industry stakeholders. The dinner gathering targets institutional investors, traditional finance players, centralized exchanges, and corporate treasury managers. Participants will discuss practical applications and current trends in institutional Bitcoin finance.

The event takes place near the GFTN Forum Japan 2026 venue starting at 19:00. Attendance is limited to asset managers, funds, financial institutions, banking representatives, securities firms, payment providers, and custody operators.

Corporate treasury teams from listed companies with an interest in regulated digital asset deployment are also invited. The venue location will be shared exclusively with confirmed participants.

The post Animoca Brands Japan and Rootstock Form Strategic Partnership for Institutional Bitcoin Finance Solutions appeared first on Blockonomi.

TLDR:

U.S. dollar index has dropped 10.7% year-over-year, with particularly sharp declines against the Swiss franc at 14.1%.

Total U.S. debt reaching $38.5 trillion combined with narrowing interest rate differentials has undermined dollar strength.

European investors holding S&P 500 positions have seen currency losses completely offset their equity gains over the past year.

Weakening dollar conditions typically benefit hard assets like gold and commodities while easing pressure on emerging markets.

 

The U.S. dollar has experienced substantial depreciation over the past year, falling approximately 10.7% as measured by the DXY index, which currently trades near 96.

Market analysts point to mounting national debt, interest rate differentials, and geopolitical uncertainties as primary catalysts behind the currency’s decline.

The weakening trend has sparked concerns about purchasing power erosion for dollar holders and potential inflation pressures ahead.

Currency Pairs Show Broad-Based Dollar Deterioration

The dollar’s decline extends across multiple currency pairs, reflecting widespread loss of confidence in the greenback. Against the Swiss franc, the USD has fallen 14.1% over the past 12 months.

The euro has gained 12.15% relative to the dollar during the same period. Australian dollar strength has pushed USD/AUD down 9.57%, while even the Chinese yuan has appreciated 4.05% against its American counterpart.

This pattern of weakness appears in the trade-weighted index, indicating the decline is not isolated to specific bilateral relationships.

Investors holding S&P 500 positions denominated in euros have seen their gains entirely offset by currency movements. The market observer @NoLimitGains highlighted these dynamics in a detailed thread analyzing dollar weakness.

THE U.S. DOLLAR IS COLLAPSING

This is a systemic repricing of the world’s reserve currency, and I’ve been tracking the flows.

DXY is down ~10.7% YoY and is sitting around ~96.

If you get paid in USD, this is where things get worse…

Over the last 12 months:

USD/CHF:… pic.twitter.com/KiluNswgpV

— NoLimit (@NoLimitGains) January 27, 2026

Three fundamental factors appear to drive the currency’s deterioration. Total U.S. debt has reached $38.5 trillion, with $30.8 trillion held by the public.

This debt burden creates uncertainty about long-term fiscal sustainability. Interest rate differentials between the Federal Reserve and other central banks have narrowed considerably. The Fed’s upper target rate stands at 3.75%, while the European Central Bank maintains a 2% deposit facility rate.

Geopolitical tensions and policy uncertainty have accelerated capital flows away from dollar assets. Trade policy discussions and concerns about central bank independence have pushed investors toward traditional safe havens.

Swiss francs and gold have attracted substantial inflows as market participants seek alternatives to dollar exposure.

Economic Consequences and Asset Market Implications

A weaker dollar directly affects import costs for American consumers and businesses. Foreign goods become more expensive when priced in depreciated currency terms.

This price pressure typically appears first in wholesale import figures before filtering through to consumer prices. Energy costs and tradable goods categories face the most immediate impact from currency depreciation.

Hard assets tend to benefit when reserve currencies lose value. Gold, bitcoin, and commodity markets often rally as investors seek stores of value outside depreciating paper currencies.

The mathematical relationship between currency value and asset prices means declining denominators drive nominal price increases. This dynamic has begun manifesting across multiple asset classes in recent months.

Emerging market economies experience relief when the dollar weakens. Many developing nations carry dollar-denominated debt obligations that become easier to service as their local currencies appreciate.

Capital flows into emerging market equities typically accelerate during periods of dollar weakness. These dynamics create opportunities for investors with exposure to developing economy assets.

The market commentator emphasized that holding cash during currency depreciation periods erodes real purchasing power. Asset ownership provides protection against monetary debasement.

The coming weeks may bring heightened volatility as these currency trends continue developing across global markets.

The post Dollar Plunges 10.7% as Debt and Rate Policies Trigger Multi-Currency Decline appeared first on Blockonomi.

TLDR:

GTreasury doubled engineering capacity within 90 days and acquired Solvexia for enhanced reconciliation. 

The platform operates in 75-plus jurisdictions with real-time payment rails functioning 24/7 continuously. 

Organizations eliminate pre-funding requirements, unlocking working capital trapped in nostro account structures. 

Unified interface provides visibility across traditional cash and digital assets through single management system. 

 

Ripple Treasury, Powered by GTreasury, has officially launched as the world’s first comprehensive treasury platform merging enterprise expertise with digital asset infrastructure. 

The announcement reveals a strategic combination of 40 years of proven treasury management capabilities with modern blockchain-based payment systems. 

GTreasury made the announcement through its official social media channels, marking a significant development in corporate treasury management. 

The platform addresses growing operational challenges faced by finance teams managing complex systems with limited resources and outdated technology.

Platform Innovation and Technical Capabilities

The newly launched platform demonstrates substantial expansion in technological capacity and service offerings within its first quarter of operation.

GTreasury reports doubling its engineering team in just 90 days following Ripple’s backing. The company acquired Solvexia to strengthen its reconciliation capabilities across the platform. Enhanced artificial intelligence solutions now cover cash forecasting, risk management, and analytics functions.

Today, we're proud to introduce Ripple Treasury, Powered by GTreasury: the world's first comprehensive treasury platform combining 40 years of proven enterprise expertise with cutting-edge digital asset infrastructure.

Many finance teams are stuck managing growing complexity… pic.twitter.com/4scNUggARS

— GTreasury (@GTreasury) January 27, 2026

Ripple’s financial support enables complete reinvestment of earnings into platform development without debt limitations.

The backing provides strategic resources for continuous innovation in treasury technology. This financial structure allows rapid deployment of new features and services to meet evolving market demands.

The platform integrates traditional treasury functions including liquidity management, reconciliation, cash forecasting, and risk management.

Additional capabilities cover netting and payment processing backed by decades of experience serving global corporations. The system maintains enterprise-grade security standards while expanding functionality.

Digital Asset Infrastructure and Operational Benefits

The digital asset infrastructure operates across 75-plus licensed jurisdictions with institutional custody solutions. Real-time cross-border payment rails function continuously throughout the year without traditional banking hours limitations. Hundreds of global financial institutions currently utilize the underlying payment infrastructure.

Treasury operations gain unified visibility spanning both traditional cash positions and digital asset holdings. The platform enables continuous yield optimization across all available currency types.

Settlements occur instantly across borders while reducing foreign exchange conversion costs for participating organizations.

Working capital improvements come from eliminating pre-funding requirements previously necessary for cross-border transactions.

Organizations can redeploy capital formerly held in nostro accounts for operational purposes. The infrastructure supports emerging tokenized assets and programmable payment capabilities.

GTreasury emphasized that the platform removes traditional friction points in treasury operations. The system handles both conventional banking relationships and digital asset management through a single interface.

Finance teams access comprehensive tools without maintaining separate systems for different asset types or payment methods.

The post GTreasury and Ripple Launch Integrated Treasury Platform with Real-Time Cross-Border Payment Capabilities appeared first on Blockonomi.

TLDR:

Schiff argues Bitcoin lacks intrinsic value compared to gold’s industrial uses and historical significance

Politician support for cryptocurrency stems from early adopter influence rather than economic merit claims

The dollar’s fiat transformation after 1971 enabled unsustainable trade deficits and monetary expansion patterns

Artificially low interest rates have inflated housing prices, with a severe recession warning issued by economists

 

Economist Peter Schiff intensified his criticism of Bitcoin, calling the cryptocurrency a complete waste of capital while questioning its viability as a global reserve asset.

The longtime gold advocate dismissed digital currencies as speculative instruments lacking fundamental value compared to precious metals. Schiff’s remarks come as debates intensify over the future of reserve currencies and monetary systems worldwide.

Bitcoin Lacks Intrinsic Value Compared to Traditional Assets

Schiff contrasted Bitcoin with gold, emphasizing the precious metal’s industrial applications and centuries-long history as a store of value.

The economist argued that cryptocurrency possesses no inherent worth beyond market speculation. “Gold has industrial applications and a history as a store of value,” Schiff noted while explaining the fundamental differences between the assets.

The appeal of Bitcoin initially centered on anonymity and circumventing government control, according to Schiff. However, increasing regulatory oversight has eliminated these perceived advantages.

“Bitcoin’s appeal was initially its anonymity and circumvention of government control, but this has been lost with regulation,” he stated. Compliance requirements now burden cryptocurrency users similarly to traditional financial systems.

Schiff suggested political support for Bitcoin stems from financial motivations rather than economic principles. “Politicians support Bitcoin because they have been paid off by early adopters,” he claimed while discussing the cryptocurrency’s political backing. This creates an environment where officials promote digital assets despite questionable economic foundations.

The economist firmly rejected scenarios positioning Bitcoin as a future global reserve currency. He characterized such predictions as unrealistic, given the cryptocurrency’s volatility and lack of tangible backing. Central banks worldwide continue to favor gold over digital assets for reserve holdings.

Monetary Policy Failures Drive Asset Bubbles

Schiff traced current economic distortions to the 1971 abandonment of the gold standard. “The dollar, originally defined by a weight of gold or silver, became fiat currency after 1971,” he explained while discussing monetary transformation. This shift enabled unlimited money supply expansion without tangible asset backing.

The United States has exploited its reserve currency position to maintain unsustainable trade deficits and consumption patterns. “The US has been exploiting the dollar’s reserve status, enabling trade deficits and supporting an unsustainable lifestyle,” Schiff stated. Foreign central banks are reportedly shifting away from dollar holdings toward gold reserves.

Schiff defined inflation as money supply growth, not rising prices, which merely reflect monetary expansion consequences. He criticized the Federal Reserve’s approach to price stability.

“Prices should naturally decrease in a capitalist economy due to efficiencies,” he argued while challenging the central bank’s 2% inflation target.

The economist warned that artificially suppressed interest rates have created dangerous asset bubbles, particularly in housing markets.

“Artificially low interest rates have inflated prices, and a severe recession is imminent,” he cautioned. Government intervention across housing, healthcare, and education sectors consistently elevates costs.

Schiff also cautioned investors about deceptive practices in precious metals markets. His firm, Shift Gold, offers transparent pricing to counter overpriced commemorative coin schemes.

He advocates tokenized gold, combining tangible value with digital transaction convenience, positioning it as superior to cryptocurrency alternatives.

The post Peter Schiff Calls Bitcoin “Complete Waste of Capital” as Reserve Currency Debate Intensifies appeared first on Blockonomi.

TLDR:

Mantle Super Portal enables direct $MNT bridging between Ethereum and Solana through unified interface design. 

Byreal offers 96,000 $MNT incentives over three months for MNT-USDC liquidity pool participants on Solana. 

Bybit Alpha integrates Solana deposits and withdrawals, connecting centralized trading with DeFi yield opportunities. 

Cross-chain infrastructure positions $MNT as multichain asset linking Layer 2, Solana, and exchange platforms.

 

Bybit, Mantle, and Byreal have launched Mantle Super Portal to facilitate $MNT token movement across blockchain networks. 

The infrastructure connects Ethereum Layer 2 with Solana’s decentralized finance ecosystem. Users can now bridge $MNT between networks and access liquidity pools on both chains. 

The integration combines on-chain trading with centralized exchange functionality through a unified interface.

Cross-Chain Infrastructure Connects Multiple Ecosystems

Mantle Super Portal operates as native cross-chain infrastructure for $MNT token distribution across networks. The platform abstracts technical complexity behind a single user interface.

Token holders can bridge $MNT directly between Ethereum and Solana without fragmented workflows. The system maintains consistent security standards and execution quality across different networks.

The infrastructure supports Mantle’s strategy to position $MNT as a cross-ecosystem asset. It links Ethereum Layer 2 liquidity with Solana’s high-throughput environment and centralized exchanges.

The platform enables fast and capital-efficient movement of tokens between chains. Users can deploy capital across on-chain markets and exchange-based platforms through one framework.

Mantle Super Portal extends the network’s real-world asset adoption focus beyond single-chain limitations. The infrastructure connects traditional finance channels with decentralized finance markets.

It provides access points where liquidity and execution converge across ecosystems. Emily Bao, Key Advisor at Mantle, explained the launch advances the network’s multichain vision.

She noted that enabling seamless $MNT operation across Mantle, Solana, and Bybit expands real-world use cases.

The launch marks progress in Mantle’s multichain distribution approach for digital assets. Cross-chain functionality removes barriers to capital mobility between different blockchain networks.

Token holders gain access to diverse DeFi opportunities without switching between multiple platforms. The unified structure preserves liquidity depth while expanding market reach.

Byreal and Bybit Alpha Support Trading and Liquidity Provision

$MNT is now available on Byreal, a Solana-native decentralized exchange incubated by Bybit. Liquidity providers can deposit tokens into the MNT-USDC pool on the platform.

The exchange will distribute 96,000 $MNT as incentives over three months to pool participants. This integration allows the token to access Solana’s low-fee and fast settlement infrastructure.

Emily Bao, Founder of Byreal and Head of Spot at Bybit, described the platform as a natural home for cross-chain assets. She noted that users can access competitive on-chain yield while contributing to deeper liquidity. The integration enables participants to benefit from efficient markets across multiple ecosystems.

Ramzy Ali, DeFi Growth Lead at Solana Foundation, explained the blockchain was built for internet capital markets at scale. He stated Solana enables price discovery for every asset on-chain around the clock.

The Mantle Super Portal integration connects users to highly composable markets designed for speed and global participation.

Bybit Alpha supports $MNT trading with Solana deposit and withdrawal functionality through Mantle Super Portal. Bao noted that Bybit Alpha surfaces early opportunities with real utility.

Supporting $MNT on Solana allows users to move between on-chain yield and trading incentives seamlessly. The exchange integration creates continuous capital flow between decentralized and centralized rewards.

The post Mantle Super Portal Launches to Bridge $MNT Between Ethereum and Solana Networks appeared first on Blockonomi.

TLDR:

Physical silver in China trades at $141 per ounce, commanding a 26% premium over paper market prices worldwide.

Major banks, including JPMorgan, hold billions in silver short positions, risking bankruptcy if prices continue rising.

Paper markets dropped through coordinated sell orders while physical dealer inventories remain unavailable at lower prices.

Gold and silver market capitalization increased by $1.6 trillion within hours, exposing derivative market vulnerabilities. 

 

The precious metals market experienced unprecedented volatility as gold and silver valuations jumped by $1.6 trillion within hours.

Market analysts are questioning the legitimacy of recent price movements, with concerns about institutional manipulation surfacing across trading platforms.

Physical silver premiums remain elevated despite paper market corrections, suggesting a disconnect between derivative contracts and actual metal availability. The divergence has prompted renewed scrutiny of banking sector positions in precious metals markets.

Paper Prices Diverge From Physical Market Reality

Major financial institutions hold substantial short positions in silver markets, according to recent market observations. These positions create pressure to suppress prices through coordinated selling strategies.

The alleged manipulation involves flooding order books with sell orders that trigger algorithmic trading responses. Banks then reportedly cancel orders before execution and purchase assets at artificially reduced prices.

JPMorgan and similar institutions face potential bankruptcy risks if silver prices continue rising. This creates incentive structures favoring price suppression over natural market discovery.

I THINK WE HAVE A PROBLEM

In just a few hours, we witnessed +$1.6T added to Gold & Silver market cap.

I sincerely think that many people underestimate the significance of what is happening right now.

The drop was 100% manufactured.

Here’s what they’re hiding from you:

The… pic.twitter.com/x3oKcu6U5M

— NoLimit (@NoLimitGains) January 27, 2026

The strategy represents a forced liquidation approach that protects institutional balance sheets. Meanwhile, retail investors and smaller market participants absorb the volatility from these actions.

Physical silver markets tell a different story than futures contracts suggest. Dealers worldwide report premium pricing that contradicts recent paper price declines.

Inventory shortages persist despite theoretical price corrections in derivative markets. This gap between paper and physical pricing indicates underlying supply constraints.

Global Premium Pricing Reflects Supply Constraints

Chinese markets currently price silver at approximately $141 per ounce, representing a 26% premium over spot prices. Japanese traders see similar elevations, with silver trading around $135 per ounce or 20% above standard rates.

Middle Eastern markets show $128 per ounce pricing, maintaining a 14% premium despite global price movements.

These regional premiums demonstrate strong physical demand that futures markets fail to reflect. Dealers cannot source inventory at the lower prices seen in paper markets.

The premium structure suggests that actual metal scarcity contradicts derivative contract pricing. Global buyers continue paying elevated prices for immediate delivery rather than contract settlements.

Market observers predict continued volatility as the disconnect persists between paper and physical markets. The current repricing phase may extend for several weeks as supply and demand dynamics adjust. Institutional positions in derivatives markets face pressure from physical delivery demands.

Historical patterns suggest resolution requires either significant price increases or derivative position closures by banks holding short positions.

The post Silver and Gold Market Surges $1.6 Trillion as Physical Premiums Expose Paper Market Manipulation appeared first on Blockonomi.

TLDR:

Mesh secures $75M Series C, total funding exceeds $200M, valued at $1B globally.

Network reaches 900M users, expanding into Latin America, Asia, and Europe.

SmartFunding tech allows any crypto to be spent, merchants settle instantly.

Part of Series C funded in stablecoins, proving enterprise-ready blockchain settlement.

 

Mesh, the global crypto payments network, announced it raised $75 million in a Series C round, bringing total funding to over $200 million and valuing the company at $1 billion.

The round was led by Dragonfly Capital, with participation from Paradigm, Moderne Ventures, Coinbase Ventures, SBI Investment, and Liberty City Ventures.

Mesh plans to use the funding to expand its global presence and enhance infrastructure for borderless, tokenized payments.

Global Expansion and Market Reach

Mesh’s Series C round supports its expansion into regions such as Latin America, Asia, and Europe. The company aims to provide faster and more cost-efficient crypto payment solutions across borders.

Previously, Mesh launched operations in India, citing the country’s young population and $125 billion in annual remittances as key drivers.

The network already serves over 900 million users worldwide, and the new funding will strengthen partnerships with Ripple, Paxos, and Rain.

Mesh positions itself as the single network capable of connecting multiple blockchain protocols and wallets. Its unified platform simplifies payments that traditionally required navigating fragmented crypto systems.

Crypto payments network Mesh has raised $75 million in a Series C round, bringing total funding to over $200 million and valuing the company at $1 billion. The round was led by Dragonfly Capital, with participation from Paradigm, Moderne Ventures, Coinbase Ventures, SBI…

— Wu Blockchain (@WuBlockchain) January 27, 2026

Bam Azizi, Co-founder and CEO of Mesh, explained the company’s mission: “Crypto is crowded by design, with new tokens and new protocols emerging every day. That fragmentation creates real friction in the customer payment experience. We are focused on building the necessary infrastructure now to connect wallets, chains, and assets, allowing them to function as a unified network.”

The funding also reflects investor confidence. Rob Hadick, General Partner at Dragonfly Capital, commented: “Payments are entering a new era where value moves as software. Mesh is building the interoperability layer that makes crypto practical at scale: consumers can spend any asset, merchants can settle instantly in the stablecoin or fiat they want, and the complexity stays under the hood.”

Solving Fragmentation and Stablecoin Integration

The growth of stablecoins to a $300 billion market cap in 2025 has led to isolated pockets of liquidity, making transactions complex for users and businesses.

Mesh addresses this fragmentation by providing a neutral layer that allows any asset to be spent universally. This design ensures that all blockchains and digital assets can interoperate seamlessly.

Mesh leverages proprietary SmartFunding technology to enable instant settlement in stablecoins such as USDC or PYUSD, or in local fiat currencies.

Users can pay with Bitcoin, Solana, or other assets while merchants receive their preferred settlement instantly. This system demonstrates how blockchain infrastructure can replace traditional card rails with more efficient networks.

A portion of the $75 million round was completed using stablecoins, showcasing Mesh’s platform for high-volume, real-world financial transactions.

This confirms that enterprise-grade settlement is feasible using blockchain while maintaining auditability and compliance. Institutions can now adopt crypto-native payments with confidence in execution and controls.

Mesh remains asset-agnostic, connecting wallets, chains, and assets into a single system. The Series C round will accelerate product development and adoption, positioning Mesh as a universal network for global payments.

The network’s growth reflects increasing capital investment in infrastructure rather than speculative token markets.

The post Mesh Raises $75M Series C, Achieves $1B Valuation to Build Universal Crypto Payments appeared first on Blockonomi.

TLDR

Bank of America highlights Nvidia, Broadcom, AMD, and Credo as undervalued chip stocks despite AI boom

Four stocks expected to grow sales 42% and earnings 49% between 2025 and 2027

Current valuations at 24x 2027 earnings represent 0.5x PEG ratio, below historical averages

Cloud infrastructure spending projected to grow 38% in 2026, possibly reaching 50% by year-end

Nvidia’s March GTC conference expected to boost investor interest in compute sector

Bank of America identified four semiconductor companies as compelling investment opportunities in the compute space. The bank’s analyst Vivek Arya pointed to Nvidia, Broadcom, AMD, and Credo Technology Group as stocks with attractive valuations.

The analysis came in a note released Monday. Arya described the broader chip sector as mixed, with some stocks overextended while compute names offer better value.

The four companies are forecast to deliver strong growth over the next two years. Sales are projected to increase an average of 42% from 2025 to 2027.

Adjusted earnings per share are expected to grow even faster at 49% over the same period. Despite these projections, the stocks trade at just 24 times 2027 earnings.

This pricing represents a 0.5x price-to-earnings growth ratio. Arya considers this valuation compelling relative to other semiconductor stocks.

The low valuations persist even as artificial intelligence investment continues to expand. Major technology companies are increasing spending on AI infrastructure and computing power.

Strong Cloud Spending Supports Growth Outlook

Large cloud service providers continue to prioritize computing infrastructure investments. Bank of America expects this spending to drive double-digit revenue growth for chip companies.

The bank tracks cloud capital expenditure trends across major providers. Current data suggests cloud spending could rise 38% year over year in 2026.

BofA believes this growth rate may accelerate throughout the year. The firm sees potential for spending increases to approach 50% by December 2026.

Rising investment levels are not expected to strain cloud provider finances. The bank projects aggregate free cash flow will remain positive across the sector.

This financial stability allows cloud companies to maintain their infrastructure spending pace. The continued investment benefits semiconductor suppliers providing computing hardware.

Upcoming Events May Drive Stock Performance

Bank of America expects renewed attention on compute stocks in coming months. Cloud company earnings reports scheduled for the first quarter could provide positive momentum.

Nvidia’s annual GTC conference takes place March 16-19. Arya believes anticipation around this event will help energize the compute chip sector.

The conference typically features product announcements and technology demonstrations. Industry participants watch the event closely for insights into AI computing trends.

BofA maintains that compute-focused chip stocks offer superior value compared to other semiconductor categories. Current market prices do not fully reflect the projected growth rates through 2027.

The bank characterizes the semiconductor landscape as divided between stretched valuations in some areas and compelling opportunities in compute. The four recommended stocks fall into the latter category based on their growth prospects and current pricing.

The post BofA Analyst Identifies Nvidia, AMD, Broadcom, Credo as Attractive Investments appeared first on Blockonomi.

TLDR

SanDisk stock jumped over 3% in pre-market trading after Morgan Stanley raised its price target by 75% from $273 to $483

Analyst Joseph Moore cited strong NAND market fundamentals driven by enterprise solid-state drive demand

Two major cloud customers ordered nearly 10% of global NAND supply for 2025, tightening the market

Moore increased his March quarter revenue estimate to $2.94 billion and non-GAAP EPS forecast to $5.71

Wall Street expects Q2 FY26 earnings per share of $3.58, up from $1.23 in the year-ago quarter

SanDisk shares climbed more than 3% in pre-market trading Tuesday after Morgan Stanley analyst Joseph Moore dramatically increased his price target on the data storage company. Moore, who holds a five-star rating, lifted his target from $273 to $483 while maintaining his Buy rating.

The move comes just days before SanDisk reports its Q2 FY26 earnings on January 29. Wall Street analysts are expecting earnings per share of $3.58, a sharp increase from $1.23 in the same quarter last year.

Moore pointed to strong fundamentals in the NAND market as the key driver behind his optimistic outlook. Enterprise solid-state drives are seeing a surge in demand that’s reshaping the entire supply chain. Two major cloud customers have already locked in nearly 10% of global NAND supply for 2025.

That buying spree has created tighter supply conditions across the board. Consumer segments are feeling the pinch too. The result is upward pressure on NAND prices throughout the market.

NAND flash memory powers storage devices from SSDs to smartphone storage to USB drives. SanDisk ranks among the top producers of NAND flash memory chips.

Revenue Estimates Get a Major Boost

Moore didn’t just raise his price target. He also sharply increased his financial projections for SanDisk’s March quarter. His new revenue estimate stands at $2.94 billion with non-GAAP EPS of $5.71.

The revised figures reflect Moore’s updated assumptions about NAND pricing. He now expects NAND average selling prices to jump 20% quarter-over-quarter. That’s double his previous estimate of a 10% increase.

Moore also adjusted his outlook for bit shipments. He now forecasts a 6% sequential decline, less severe than his earlier projection of an 8% drop.

Price Target Still Below Current Trading Price

Even with the 75% increase, Moore’s new price target sits below SanDisk’s current trading price around $473. His forecasts remain in line with management’s guidance for the December quarter. Moore suggested this conservative stance could leave room for upside surprises.

Wall Street maintains a Moderate Buy rating on SNDK stock. Over the past three months, analysts assigned 11 Buy ratings and four Hold ratings. The average price target of $384.20 implies roughly 18% downside from current levels.

The consensus price target trails well behind the stock’s recent performance. SanDisk posted a 1,255% gain over the last 12 months. Most of that rally occurred since early September.

SanDisk joined the S&P 500 in November after its remarkable run. The stock claimed the title of best performer in the index for the year. What was once known primarily as a USB thumb drive maker has transformed into a key player in the AI data center boom.

Enterprise solid-state drives use more NAND than other storage products. These bulky data storage devices have consumed massive amounts of chip supply as AI infrastructure expands.

The post SanDisk (SNDK) Stock: Morgan Stanley Goes All In With 75% Price Target Hike appeared first on Blockonomi.

TLDR

Boeing delivered 600 planes in 2025, the most since 2018, with 737 MAX production hitting 42 jets monthly

Revenue jumped 57% to $23.95 billion in Q4, beating analyst expectations of $22.6 billion

Company posted $8.22 billion profit in Q4, driven by $10.6 billion sale of Jeppesen navigation software business

Boeing acquired Spirit AeroSystems for $4.7 billion in December to improve quality control

Despite growth, the company burned $1.9 billion in cash for the year due to certification delays

Boeing posted revenue of $23.95 billion in the fourth quarter, marking a 57% jump from the previous year. The aerospace manufacturer delivered 600 commercial aircraft in 2025, its highest count since 2018.

#Boeing $BA, Q4-25.

Results:
Adj. EPS: $9.92
Revenue: $23.9B
Net Income: $8.2B
Results boosted by $9.6B gain from the sale of Digital Aviation Solutions. Backlog reached a record $682B. pic.twitter.com/69xVoV0B01

— EarningsTime (@Earnings_Time) January 27, 2026

The company swung to a profit of $8.22 billion in Q4 compared to a loss of $3.87 billion in the same period last year. The turnaround came largely from selling its Jeppesen navigation software business to Thoma Bravo for $10.6 billion in cash.

737 MAX production reached 42 planes per month by year-end. The Federal Aviation Administration loosened production limits in September after Boeing demonstrated improved safety checks. Regulators also allowed the company to perform some final safety inspections on its own.

Boeing shares dropped about 1% in premarket trading despite beating revenue expectations. Analysts had projected sales of $22.6 billion for the quarter.

The company’s order backlog reached a record $682 billion. CEO Kelly Ortberg told employees that customers and investors “are going to expect more from us this year.”

Boeing burned through $1.9 billion in cash during 2025. Certification delays on the 737 MAX and 777X programs contributed to the cash drain. The company aims to generate positive free cash flow in 2026.

Manufacturing Changes Take Effect

Boeing completed its acquisition of Spirit AeroSystems in December for $4.7 billion in stock. Spirit owns the Wichita factory that handles key stages of 737 MAX production. Boeing had spun off Spirit in 2005 as part of an outsourcing strategy.

The January 2024 door plug blowout on an Alaska Airlines flight exposed quality control problems. This incident prompted Boeing to reverse course and bring Spirit back in-house.

U.S. and foreign regulators approved the acquisition after Boeing agreed to sell some overseas factories. The company also committed to separating its defense business from Spirit’s operations.

The commercial airplane unit lost $632 million in Q4 despite higher deliveries. Boeing’s defense and space division posted a $507 million loss. The defense unit took a $565 million charge on the KC-46 tanker program due to supply chain costs.

Production Targets and Competition

Boeing is working to increase 787 Dreamliner production to eight planes monthly. The company needs faster output to meet its cash flow goals. Executives said reaching $10 billion in annual free cash flow could take several years.

Airbus delivered more planes than Boeing in 2025. The European manufacturer faced its own quality issues with panels from a Spanish supplier. These problems forced Airbus to delay some A320 deliveries.

Boeing held roughly a 20-year head start in the narrow-body jet market. Airbus closed that gap as Boeing dealt with the 737 MAX crisis and manufacturing problems.

Ortberg emphasized the need to certify the 737-7, 737-10, and 777X variants. The company must also address cost overruns on fixed-price defense contracts. A seven-week machinist strike in late 2024 had paralyzed 737 MAX production in Seattle.

Boeing raised over $24 billion in 2024 to shore up its finances. The company settled criminal charges with the Justice Department related to two fatal 737 MAX crashes. It also resolved a labor strike in its defense business during 2025.

The post Boeing (BA) Stock: Plane Deliveries Hit 7-Year High as Revenue Surges 57% appeared first on Blockonomi.

TLDR

Tesla (TSLA) European sales declined 27% to 238,656 units in 2025

BYD registrations surged 268.6% to 187,657 units in the same period

December saw Tesla registrations fall 20% while BYD more than tripled

Tesla ended one-time Full Self-Driving purchases, moving to $99 monthly subscription

Battery-electric vehicles captured 17.4% of EU market share, up from 13.6%

Tesla’s European performance took a hit in 2025 as Chinese competitor BYD made serious inroads. The data shows a dramatic shift in the continental EV landscape.

New-car registrations for Tesla across the European Union, U.K., Iceland, Liechtenstein, Norway, and Switzerland fell 27% to 238,656 units for the full year. December registrations dropped 20% year-over-year to 35,280 units.

BYD painted a different picture. The Chinese automaker more than tripled December registrations to 27,678 units. Annual registrations jumped 268.6% to 187,657 units, according to the European Automobile Manufacturers’ Association.

While Tesla maintained higher total sales, the gap narrowed fast. BYD’s market share rose to 1.4% from 0.4% in 2024.

Competition Heats Up

BYD’s affordable electric and hybrid vehicle lineup has intensified competition. European giants like Volkswagen and international players like Tesla face mounting pressure from the Chinese manufacturer.

Tesla dealt with challenges beyond standard competition. Elon Musk’s involvement with the Trump administration, which concluded months ago, affected buyer sentiment in European markets.

Tesla’s global performance reflected similar struggles. Worldwide sales fell 9% in 2025. Fourth quarter deliveries dropped 16% compared to the previous year. BYD overtook Tesla as the world’s top EV maker.

Product Strategy Shift

Tesla announced a change to its Full Self-Driving system. After February 14, the company will eliminate the $8,000 one-time purchase option. Customers must subscribe at $99 monthly instead.

The subscription push aims to boost recurring revenue streams. The timing coincides with increased competitive pressure from Chinese and European manufacturers.

The broader European EV market showed healthy growth in December. Battery-electric vehicle sales jumped 51% year-over-year. Plug-in-hybrid registrations increased 36.7%, while hybrid-electric models grew 5.8%.

Battery-electric cars accounted for 17.4% of EU market share in 2025, climbing from 13.6% in 2024. Hybrid-electric vehicles dominated consumer preferences with 34.5% market share.

Traditional fuel vehicles lost ground. Petrol and diesel cars combined for 35.5% market share, down from 45.2% in 2024. The trend demonstrates accelerating consumer adoption of electrified powertrains.

Total EU passenger-car registrations increased 5.8% in December to 963,319 vehicles. Germany posted 9.7% growth while Italy gained 2.3%. France declined 5.8%.

BYD’s December registrations in Europe reached 27,678 units, with full-year totals hitting 187,657 units.

The post Tesla (TSLA) Stock: BYD Triples European Sales While Musk’s Company Stumbles appeared first on Blockonomi.