Something interesting about the crypto market that I’ve seen is that the real value is moving away from the meme coins. Now profitability in the crypto market is coming from protocols, decentralized exchanges, and blockchains. In the month that I have been trading just for fun in the crypto market I have increased my portfolio by 32% due to upward trending volatilities of 20%-40%. Here are the coins I’m trading with great success! UNI - Uniswap (Decentralized Exchange) ARB - Arbitrum (Protocol) NEAR - Near (Protocol) LINK - Chainlink (Decentral Oracle Network) XTZ - Teros (Blockchain) What do you guys think about this section of the crypto market? read more
Bitcoin $BTC surged back above $85K, while Ethereum $ETH reclaimed $2,700 after cooler-than-expected PCE inflation eased rate-hike fears. The move is also triggering a wave of short liquidations as traders caught on the wrong side get forced out. Cooler inflation + less Fed pressure = risk-on fuel for crypto. Is this the start of a bigger crypto rebound?
Last week was volatile BMNR closed the week at $27.57 basically flat for the week. ETH is down about 2% over the past 5 days and is currently showing at 0.98 mNAV with a 2.4% discount. Tomorrow they will release what is likely another ETH buy and an update with the cash reserves. I will say that it would be nice if BMNR was bit more transparent with the ATM program so we could see how many shares they are selling every week.
“We believe a crypto bull market is underway, having started in late June, driven by a multitude of factors including the rotation from AI back to crypto, strengthening crypto fundamentals centered around both tokenization and AI and lastly, the ending of the 4-year cycle.” — Thomas “Tom” Lee, Chairman of BitMine. BitMine has purchased another 17,362 ETH over the past week. The company has now purchased Ethereum every week since transitioning to an Ethereum treasury strategy on June 30, 2025. As of September 27, 2026, BitMine has approximately 6.0 million ETH, with 5,067,309 ETH currently staked. That means roughly 84% of its Ethereum holdings are now generating staking rewards. BitMine’s own staking operations generated a 7-day annualized yield of 2.62%. Based on its current amount of staked ETH, the company estimates annualized staking revenue of approximately $358 million. BitMine has approached its original accumulation target. The company had initially expected it could take as long as five years to reach its goal of owning approximately 5% of the Ethereum supply. “We're only 1.2 years into it, but I think we're pretty close to reaching that 5% target now,” Lee said. They added another Bitcoin and their cash holdings decreased from the previous week going from $714 million to $672 million. Currently down in the pre market at $27.20 and trading at about a 2.7% discount to mNAV to start the week. ETH is down almost 1% over the past 24 hours it will be interesting to see where the week takes us. read more
Attention: It seems that the change for crypto and bitcoin turns out to be even less favorable than the message below suggests. If capital gains tax will only apply to financial instruments, directly held bitcoin can remain subject to the capital growth tax. Whether you store that bitcoin on a Ledger or at an exchange, that in itself changes nothing about the type of ownership. A crypto or bitcoin ET/ETH would then possibly still fall under capital gains tax. The precise implementation will have to confirm this, but the distinction would therefore lie in the definition of the investment product, not in the storage location.
$HBAR jumped around 40% intraday today, here are my thoughts on why I think it happened. It jumped from ~9.6 cents to 12.5 cents a share, and the reason appears to be IBM. Last week, The Hashgraph Group, which develops Hedera-based products, listed its ID product on IBM's cloud marketplace. The news came on the heels of Hedera's joining of a UK digital markets task force and a post on Nvidia's AI safety program with which a Hedera council member was involved. This appears to have been the catalyst for the traders to jump in. But I'm not jumping to conclusions. The IBM product is developed by a third party, and the Nvidia post made no claims about any product development. And the stock is very overbought right now, so I wouldn't be surprised to see it fall back towards 10 or 11 cents. The reason I like the name for the long haul is that it has big names like IBM and FedEx on the council, and there's now an ETF (ticker HBR) that allows everyday investors to get exposure to it. It's still about 78% below its 2021 peak, even after today's gains. What I'd like to see next is more adoption by actual users of the network, rather than just announcements. Once that takes off, the token will take off, in my opinion. If the headlines dry up, so will the gains. So I'm waiting on the sidelines, not buying this breakout, but looking forward to the next one. Would you buy this one, or wait for the next one? My own research, not financial advice.read more
BREAKING: $2.8 trillion Citi Bank has partnered with Coinbase to bring crypto stablecoin payments to its institutional clients. This is absolutely massive.
