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Welcome to SLAP – The Only Coin That Slaps Harder Than Your Moms  Tired of coins that claim they SLAP but are nothing but limp wrists? SLAP is here to SLAP some sense into the crypto space.  Founded by the Flutter of Five Fingers and powered by the Prancing of the Pried Palm, SLAP isn’t just another coin—it’s an attitude.  We’re not here to talk roadmaps, utility, or world peace. We’re here to SLAP charts, SLAP the haters, and SLAP our way to the top. No VC suits, no corporate nonsense—just raw, unfiltered internet culture with a side of “did we just do that?  ”So load your wallet, mute your financial advisor, and get ready to ride the most unhinged meme rocket. Open up your hands, and start swingin'. You never know what you could hit.  SLAP: It’s not a coin. It’s a lifestyle.

Slap

The crypto $SLAP is trending due to community enthusiasm and its increasing visibility. Community members highlight the project's active team, real-world partnerships, and the meme-ability of the name itself. Many express a bullish sentiment, encouraging others to 'DCA and HODL' and to 'slap the bears.'

Internet Computer (IC) is the world’s first blockchain that is capable of running at web speed at unrestrictive capacities. Built by the DFINITY Foundation, IC aims to recreate the web by supporting smart contract development at scale and changing the way people can interact using web services. Internet Computer aims to extend the public internet, so that it can be the world’s computing platform, in a decentralized manner. Internet Computer sets to revolutionalize the design of the crypto economy, with an aim to overhaul traditional software services.   The project was founded in October 2016 by Dominic WIllams and have raised a total of $121 million from investors such as Adreessen Horowitz, Polychain Capital, Multicoin Capital and such. On May 10, 2021, DFINITY launched the Internet Computer into the public domain, marking it a major milestone for ICP as it means the internet now functions as a decentralised global computer. This is marked by the release of all of the Internet Computer’s source code into the public domain, as well as ICP utility token that allows tens of thousands of community members to govern the Internet Computer network.  ICP is Internet Computer's native token. It plays three prominent roles:  1. Network Governance: Users that participate in the governance will be rewarded with ICPI 2. Production of Cycles for Compute: ICP can be converted into cycles where it is used as the transaction fee to access the network. Cycles are burned after used. 3. Rewarding Users: ICP is used as the rewards to incentivize users to participate in the network such as securing the network.

Internet Computer

Internet Computer is trending as the community discusses its potential, particularly around integrations and on-chain development capabilities. Bullish sentiment centers on the project's technology, with some suggesting it's undervalued, while bears cite concerns about price action and tokenomics. Recent upgrades and developer activity are also being closely watched for their impact on adoption.

Aster is a next-generation decentralized exchange offering both Perpetual and Spot trading, designed as a one-stop onchain venue for global crypto traders. It features MEV-free, one-click execution in Simple Mode. Pro Mode adds 24/7 stock perpetuals, Hidden Orders, and grid trading, available across BNB Chain, Ethereum, Solana, and Arbitrum.  Its unique edge lies in the ability to offer liquid-staking tokens (asBNB) or yield-generating stablecoins (USDF) as collateral, unlocking unparalleled capital efficiency. Powered by Aster Chain, a high-performance and privacy-focused L1, and backed by YZi Labs, Aster is building the future of DeFi: fast, flexible, and community-first.  At the heart of this ecosystem is the $ASTER token, a core asset that decentralizes governance, drives growth, rewards participation, and supports long-term sustainability.

ASTERION

ASTERION is trending as traders discuss recent buybacks and burns, reducing supply, alongside strategic partnerships and significant trading volume on the platform. CZ's recent personal purchase has added to the bullish sentiment, with the community actively speculating on the potential impact. Many are pointing to the project's strong fundamentals and comparing it to competitors.

Aurinia Pharmaceuticals, Inc. is a clinical stage bio-pharmaceutical company, which engages in the research, development, and commercialization of therapeutic drugs. The company was founded by Robert Foster, Richard Glickman, and Michael Martin on June 16, 1993 and is headquartered in Edmonton, Canada.

Aurinia Pharmaceuticals Inc

AUPH is trending due to recent volatility and community discussion around leadership changes and potential impact of an FDA official's comments. The community is actively discussing the departure of a key figure, patent allowance prospects, and speculation about a potential buyout. Investors are weighing the impact of these events on the company's future prospects.

Meet Mochi, the cutest IP on Base – Named after Coinbase CEO Brian Armstrong’s pet cat! Launched before Base’s main-net launch in August 2023, Mochi is a first mover on Base, and is committed to help Base and Coinbase is their mission to bring the next billion users onchain.   Mochi has already received a grant from Coinbase for its efforts to onboard new users and continues to release news and developments that see recognition from Coinbase and Base team members and the wider Base community.   Designed by the artist behind Pudgy Penguins, Antoine Mingo - Mochi’s IP has accrued billions of GIF views globally and gained a large non-crypto native following on social media platforms such as Instagram. Mochi’s mission is to become the most retail friendly IP on Base and position itself for the millions of retail investors being onboarded to Base in 2025 through Coinbase and Base’s efforts.   Join Mochi and the vibrant Mochi community in achieving this mission through weekly initiatives and many exciting developments yet to come and be a part of Base’s journey to becoming the largest onchain economy in crypto!

Mochi

Mochi is trending as community members highlight its potential listing on additional exchanges and its connection to Coinbase through the Base network. Some are drawing comparisons to similar tokens, suggesting it could be the next big mover in the meme coin space. The locked liquidity and the project's utility are also being actively discussed.

MUSE

$MUSE is trending as traders discuss its potential for a significant run, citing its low market cap and historical performance, particularly in November. Community members are actively analyzing charts and speculating on potential price targets, while also noting the manipulative nature of the trading. The coin's ties to the NFT20 ecosystem and its governance/reward features are also being highlighted.

"Shina Inu is a decentralized meme token on the Ethereum blockchain. Its mission is to give back to the crypto community, give to charity, and win the heart of the greatest token of all time, Shiba Inu!   Shina Token is a very fun meme token project that has sold many rare and beautiful NFTs. NFT sales are used to support the team and provide upcoming features such as exclusive access to events and rewards that will soon be announced."

Shina Inu

Shina Inu ($SHI) is trending as the community observes steady accumulation and a constructive chart, suggesting a potential breakout is on the horizon. Discussions revolve around strong support levels, resilient price action, and the presence of whales positioning themselves. Many believe $SHI is undervalued and preparing for a significant move, with the community highlighting the calm before the rally.

Berkshire Hathaway, Inc. is a holding company, which engages in the provision of property and casualty insurance and reinsurance, utilities and energy, freight rail transportation, finance, manufacturing, and retailing services. It operates through the following segments: Insurance, Burlington Northern Santa Fe, LLC (BNSF), Berkshire Hathaway Energy (BHE), Pilot Travel Centers (PTC), Manufacturing, McLane, and Service and Retailing. The Insurance segment includes the underwriting of GEICO, Berkshire Hathaway Primary Group, and Berkshire Hathaway Reinsurance Group. The BNSF segment involves the operation of railroad systems. The BHE segment focuses on regulated electric and gas utility, power generation and distribution, and real estate brokerage activities. The PTC segment consists of managing travel centers and marketing of wholesale fuel. The Manufacturing segment refers to industrial, consumer and building products, home building, and related financial services. The McLane segment covers the wholesale distribution of groceries and non-food items. The Service and Retailing segment relates to the provision of shared aircraft ownership programs, aviation pilot training, electronic components distribution, retailing businesses, automobile dealerships and trailer, and furniture leasing services. The company was founded by Oliver Chace in 1839 and is headquartered in Omaha, NE.

Berkshire Hathaway Inc. - Ordinary Shares - Class A

Berkshire Hathaway is trending amid news of Warren Buffett stepping down as CEO, although he will remain chairman. The community is analyzing the implications of this transition, with some expressing concerns about potential shifts in investment strategy and the impact on the stock's premium. Discussion also revolves around Berkshire's substantial cash reserves and future investments, particularly in AI-related ventures and how Buffett's successor will manage the company's vast portfolio.

AT&T, Inc. is a holding company, which engages in the provision of telecommunications and technology services. It operates through the Communications and Latin America segments. The Communications segment offers wireless, wireline telecom, and broadband services to businesses and consumers located in the US and businesses globally. The Latin America segment provides wireless services and equipment in Mexico. The company was founded in 1983 and is headquartered in Dallas, TX.

AT&T, Inc.

AT&T Inc

AT&T is trending as investors assess the implications of its recent earnings and strategic moves, including a large spectrum acquisition. The community is weighing the potential benefits of expanded 5G coverage against concerns about increased debt.  Positive sentiment revolves around potential growth driven by fiber expansion and strategic acquisitions, while caution stems from debt challenges and competition.

Li Auto, Inc. engages in the design, development, manufacture, and sale of premium smart electric vehicles. Its products include Li MEGA, a high-tech flagship family MPV, Li L9, a six-seat flagship family SUV, and Li L8, a six-seat premium family SUV, and Li L7, a five-seat flagship family SUV. The firm also offers in-house development efforts on its proprietary range extension system, next-generation electric vehicle technology, and smart vehicle solutions. The company was founded by Xiang Li in April 2015 and is headquartered in Beijing, China.

Li Auto Inc - ADR

Li Auto is trending amid mixed sentiment, with discussions focusing on recent orders for the Li Auto i6 and comparisons to competitors like NIO and XPEV. The community is debating sales volumes, vehicle quality, and the potential impact of new models on the company's performance in the affordable EV market. Additionally, concerns are being raised regarding declining monthly deliveries and potential recalls, influencing investor confidence.

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<ul class="summary-bullets"><li>Roblox’s stock dipped more than 13% after the company’s Q3 earnings beat expectations, but revenue fell short of expectations.</li><li>The company also cited that operating margins could decline in the coming year.</li><li>Roblox CEO David Baszucki defended the outlook, citing growth in users which required infrastructure and AI investment.</li></ul>Roblox Corp. (RBLX) stock fell sharply on Thursday after the company beat earnings expectations for its most recent quarter, but came in lower than expected on revenue.Investors reacted to guidance suggesting operating margins could decline in the coming year. CEO David Baszucki&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/video/2025/10/30/roblox-will-invest-in-infrastructure-to-keep-up-with-growth-says-ceo.html">told</a> CNBC that the dip in margins is a strategic trade-off to support the platform’s rapid expansion and technological innovation.<blockquote>We did give a hint that we've cumulatively grown on average over the last two years, 37%. We are going to spend and invest in our infrastructure to keep up with that growth.&nbsp;– David Baszucki, CEO, Roblox</blockquote><h2 class="st-heading-2">Roblox Q3 Results And Stock Reaction</h2><a href="http://stocktwits.com/symbol/RBLX">RBLX’s stock</a> plummeted more than 13% in afternoon trade on Thursday, down to levels last seen in August after its third-quarter (Q3) results underwhelmed investors. However, on Stocktwits, retail sentiment around the company improved to ‘extremely bullish’ from ‘bullish’ over the past day, as chatter surged to ‘extremely high’ from ‘low’ levels.Roblox reported a loss per share of $0.37, less than the estimated loss of $0.51, according to Koyfin data. Its revenue came in at $1.36 billion, a 48% growth year-over-year, but missed the $1.7 billion expected by Wall Street.<h2 class="st-heading-2">Temporary Margin Compression, Long-Term Payoff</h2>Baszucki framed the margin decline as a deliberate, short-term sacrifice to fuel growth. “It’s this spending that’s going to weigh down margins, sort of preparing for the future,” he said.&nbsp;The company reported 150 million daily active users, up from 100 million a year ago, alongside a 70% year-over-year rise in bookings to $1.9 billion. Baszucki emphasized that infrastructure and AI investments are essential to accommodate unprecedented peak usage, which recently surged to over 45 million concurrent users.<h2 class="st-heading-2">AI and Compute Drive Short-Term Costs</h2>Roblox is expanding both its core and edge data centers while leveraging cloud partnerships to manage spikes in platform activity. Baszucki also highlighted the rollout of “4D creation,” an AI-driven system that allows users to generate interactive objects and worlds simply by talking or drawing.&nbsp;He said that the investments aim to enhance content creation, improve monetization, and sustain long-term engagement, but they are expected to weigh on near-term profitability.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-dips-triggers-800-million-in-crypto-liquidations-after-powells-warning/cLGFrJnR3Dy">Bitcoin Dips, Triggers $800 Million In Crypto Liquidations After Powell’s December Warning</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

David Baszucki, CEO of Roblox speaks onstage during Vox Media's 2023 Code Conference at The Ritz-Carlton on September 26, 2023 in Dana Point, California. (Photo by Jerod Harris/Getty Images for Vox Media)

Roblox CEO Defends Margin Drop Amid Stock Sell-Off, Cites AI And Infrastructure Spending: Report

In an interview with CNBC, Roblox CEO David Baszucki framed the margin decline as a deliberate, short-term sacrifice to fuel growth

Equity

<ul><li>“I do not believe AI is in a bubble,” Wood says.</li><li>Still, large companies adopting AI need to restructure, and that might be a slow process.</li><li>Prominent executives Sam Altman and Jamie Dimon have previously warned of the growing risk of unsustainable investment by AI and big tech companies and return dynamics for these firms.</li></ul>Cathie Wood, the CEO of ARK Investment Management LLC and a prominent tech investor, on Tuesday pushed back fears of an artificial intelligence (AI) bubble, while flagging the possibility of a “reality check” on AI valuations, according to an interview with CNBC.Speaking on the sidelines of Saudi Arabia’s Future Investment Initiative (FII) in Riyadh, Wood said, “We think there will be a reality check” next year, speaking in the context of soaring tech valuations and expectations of a rise in interest rates next year.Earlier, top executives such as OpenAI CEO Sam Altman, JPMorgan boss Jamie Dimon, as well as Federal Reserve Chair Jerome Powell have warned&nbsp;of the growing risk from the unsustainable investment by AI and Big Tech companies and expectations of high returns, calling out a “bubble” build-up in the industry.&nbsp;The International Monetary Fund and the Bank of England also recently warned that global stock markets could be in trouble if investor appetite for AI turns sour.Asked whether AI was in a bubble right now, Wood replied: “I do not believe AI is in a bubble. What I do think is, on the enterprise side, it is going to take a while for large corporations to prepare themselves to transform,” according to the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/10/28/cathie-wood-flags-market-correction-risk-but-rejects-ai-bubble-fears.html">report</a>.&nbsp;She added: “It’s going to take a company like Palantir going into the largest enterprises and really restructuring them in order to really capitalize on the productivity gains that we think are going to be unleashed by AI.”&nbsp;That said, AI&nbsp;companies continue to attract massive investments and roll out large-scale data center projects, while the U.S. stock market sits at record highs driven by top tech names. The debate may&nbsp;get some clarity this week as five of the Magnificent Seven companies report earnings, with investors closely weighing their AI-driven revenue gains against heavy spending on the technology.So far this year, the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust Series 1 (QQQ)</a>, which tracks tech-heavy Nasdaq stock, has gained 23%. The&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>, which tracks the benchmark S&amp;P 500 stock, has gained 17%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/open-ai-to-offer-chat-gpt-go-for-free-in-india-for-a-year/cLGjJbkR3uC">OpenAI To Offer ChatGPT Go For Free In India For A Year</a>

The logos of Google Gemini, ChatGPT, Microsoft Copilot, Claude by Anthropic, Perplexity, and Bing apps are displayed on the screen of a smartphone. (Photo by Jaque Silva/NurPhoto via Getty Images)

Ark Invest’s Cathie Wood Downplays AI Bubble Risks But Says A Correction Might Come 

Large companies adopting AI need to restructure and that might be a slow process, Wood says.

<ul class="summary-bullets"><li>According to a report by The New York Times, the Trump administration is preparing a Section 301 investigation into China.</li><li>The report added that the investigation may be announced as soon as Friday.</li><li>It also said that the inquiry could lay the groundwork for more tariffs on Chinese goods.</li></ul>The Trump administration is reportedly launching an investigation into China’s compliance with the 2020 trade deal amid rising trade tensions between the two countries.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.nytimes.com/2025/10/23/business/economy/us-to-begin-investigation-into-chinas-compliance-with-2020-trade-deal.html">report</a> by The New York Times, citing people familiar with the matter, the government is preparing to file a trade investigation into China’s failure to uphold the terms of a trade deal signed in President Trump’s first term.The report added that the investigation could be announced as soon as Friday. It is expected to be filed by the United States Trade Representative under Section 301 of the Trade Act of 1974, which allows the administration to investigate the trade practices of foreign countries.<h2 class="st-heading-2">Potential Tariffs Loom Over Chinese Imports</h2>The report also speculated that the proposed inquiry could lay the groundwork for more tariffs on Chinese goods, although no such decision has yet been made.&nbsp;The administration already imposes a minimum 55% tariff on certain Chinese exports, with duties on some goods substantially higher. President Trump has also threatened an extra 100% tariff if China fails to reach a new trade agreement, citing alleged manipulation of global policies involving rare earth minerals.U.S. equities were in the green during afternoon trade on Thursday. The&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY) was up 0.69%, the&nbsp;<a href="http://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF</a> (DIA) gained 0.40%, and the Nasdaq-100 tracking&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust</a> (QQQ) moved 0.92% higher. However, retail sentiment around QQQ on Stocktwits remained in ‘bearish’ territory over the past day.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-on-track-to-hit-110-00-after-china-says-trade-talks-with-us-set-for-friday/cLG4W8vR3Ap">Bitcoin On Track To Hit $110,00 After China Says Trade Talks With US Set For Friday</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration portraits of US President Donald Trump and Chinese President Xi Jinping are displayed on computer screen as US flag is seen in Ankara, Turkiye on April 10, 2025. 

Trump Administration Plans To Investigate China’s 2020 Trade Deal Compliance: Report 

According to a report by The New York Times, the Trump administration is preparing a Section 301 investigation into China.

Shares of stablecoin issuer Circle (CRCL) dropped in morning trade on Friday as retail chatter around the stock surged amid the crypto market sell-off and broader weakness in the equities market.<a href="http://stocktwits.com/symbol/CRCL">CRCL’s stock</a> was down more than 2% in morning trade, with its price dipping to three-week lows. On Stocktwits, it was among the top trending tickers, with retail sentiment shifting from ‘bearish’ to ‘neutral’ over the past day. Platform data showed that chatter around Circle’s stock increased 120% over 24 hours, as of Friday morning.&nbsp;Friday’s dip in Circle’s share price comes after the stock fell more than 2.5% in the previous session. One retail trader described the day as a “black swan” event, referring to an unexpected market shock that creates severe disruption.&nbsp;<stembedurl>https://stocktwits.com/Gedwards22stonks/message/632735139</stembedurl>Another trader expects the stock could fall further, potentially reaching $100.<stembedurl>https://stocktwits.com/magaric/message/632704291</stembedurl>Meanwhile, the overall cryptocurrency market fell nearly 6% in the last 24 hours, dragging down crypto-linked equities like Circle, Strategy (MSTR), and Bitmine Immersion (BMNR). Shares of crypto miners Marathon Digital (MARA) and Riot Platform (RIOT) were also trading in the red.Circle began trading on the New York Stock Exchange (NYSE) in June. While the shares have experienced bouts of volatility, they have still climbed about 82% from their debut price. The company’s&nbsp;<a href="http://stocktwits.com/symbol/USDC.X">USD Coin (USDC)</a> currently has a market capitalization of $75 billion, making it the second-largest stablecoin in the market after Tether’s USDT (<a href="http://stocktwits.com/symbol/USDT.X">USDT</a>).&nbsp;Meanwhile, the overall cryptocurrency market fell nearly 6% in the last 24 hours, dragging down crypto-linked equities like Circle, Strategy (MSTR), and Bitmine Immersion (BMNR). Shares of crypto miners Marathon Digital (MARA) and Riot Platform (RIOT) were also trading in the red.Bitcoin (BTC), the leading cryptocurrency, fell 4.8% over the last 24 hours. <a href="https://stocktwits.com/symbol/BTC.X">Bitcoin’s price</a> was trading around $105,400 at the time of writing, but retail sentiment on Stocktwits remained in ‘bullish’ territory, accompanied by ‘high’ levels of chatter.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-falls-below-105-000-pulling-mstr-stock-lower-xrp-and-solana-drop/ch6sexmR383">Bitcoin Falls Below $105,000, Pulling MSTR Lower – XRP And Solana Drop Amid Banking Jitters</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Circle Internet Group logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Circle’s Stock Falls To 3-Week Lows Amid Crypto Market Sell-Off 

Stocktwits data showed that chatter around Circle’s stock increased 120% over 24 hours, as of Friday morning. 

Meta Platforms (META) announced on Wednesday that it is investing $1.5 billion to build a data center in El Paso.<a href="http://stocktwits.com/symbol/META">META’s stock</a> was down more than 4.5% in Wednesday’s midday trade. Retail sentiment around the company on Stockwits dipped to ‘bearish’ from ‘neutral’ territory while chatter remained at ‘high’ levels over the past day.&nbsp;The Mark Zuckerberg-led company said the data center is designed to scale to a gigawatt (GW) and is intended to support its growing artificial intelligence (AI) workload. It also touted that the plant will create 1,800 construction jobs at its peak and around 100 operational jobs once complete.&nbsp;Meta said it plans to integrate a closed-loop liquid-cooling system that will use zero water for most of the year, contributing to the company’s broader water-positive goal by 2030. The company said it will also source 100% of the center’s electricity from renewable energy. Meta also noted that in the company’s agreement with El Paso Electric, it has paid for new grid infrastructure required to connect the data center, including new transmission lines and substations.The tech giant added that the El Paso data center will complement Meta’s AI initiatives by powering applications ranging from AI assistants and live translations to video editing tools.&nbsp;This new data center will be the third entity the company has set up in Texas, in addition to the data centers in Forth Worth and Temple. According to the Meta Platforms, it has invested more than $10 billion in Texas so far.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/ethereum-solana-outpace-bitcoin-gains-as-crypto-market-gains/ch6nwq6R3N1">Ethereum, Solana Outpace Bitcoin Gains As Crypto Market Gains After Fed Signals More Scope For Rate Cuts</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The logo of the Facebook group Meta can be seen near the company headquarters. Photo: Andrej Sokolow/dpa (Photo by Andrej Sokolow/picture alliance via Getty Images)

Meta Announces Plans For $1.5 Billion AI Data Center In El Paso

The Mark Zuckerberg-led company said the data center is designed to scale to a gigawatt and is intended to support its growing artificial intelligence workload. 

Kerrisdale Capital on Wednesday disclosed a short position on Tom Lee-led Bitmine Immersion Technologies (BMNR), stating that the digital asset treasury (DAT) playbook has become “basic and unoriginal.”<a href="http://stocktwits.com/symbol/BMNR">BMNR’s stock</a> continued to gain in morning trade, up 1.5%. Retail sentiment on Stocktwits, however, dipped to ‘neutral’ from ‘bullish’ over the past day.The equities market has seen a surge in companies pivoting to holding cryptocurrencies on their balance sheets as the Trump administration took a friendlier stance on regulation. “As near-idential copycats overwhelm the market, premiums are collapsing and the ability to issue shares well above NAV to boost&nbsp;ETH-per-share is disappearing,” the research firm said.Kerrisdale Capital pointed to Michael Saylor-backed Strategy (MSTR) as an example of reducing net asset value (NAV). “The OG DAT, MSTR, has seen its premium slide from 2-2.5x NAV to around 1.4x after unpopular financings &amp; policy reversals broke the spell,” it said. “If the pioneer with a cult following can’t keep the magic alive, no one can.”It added that BMNR’s&nbsp;premium has also been sliding lower, and will probably “continue bleeding” until it reaches or falls below the NAV. “The lower it goes, the slower the ETH-per-share accretion, until it collapses below 1,” the firm said.BMNR is currently the largest Ethereum holding DAT in the market with more than&nbsp;two million tokens in its treasury, followed by SharpLink (SBET),&nbsp;which has around 800 million tokens. According CoinGecko data, there are around 13 companies with Ethereum on their balance sheets. This includes companies like Fundamental Global (FGNX) and BitDigital (BTBT),&nbsp;which also announced the&nbsp;inclusion of&nbsp;Ethereum as a part of their long-term treasury strategy this year.In addition to reducing returns, Kerrisdale Capital also critiqued Lee’s leadership. “Tom Lee has proven to be an underwhelming meme lord. No cat videos. No speeches to mortgage your house to buy ETH,” it said. “Poor utilization of caps lock, emojis, GIFs, AI slop. Too TradFi and boring, Lee pales in comparison to Saylor and Chamath [Palihapitiya].”The firm clarified that it’s not short on Ethereum but&nbsp;that it is skeptical of BMNR because the company’s “whole pitch is to get investors to overpay for copying a playbook that no longer works.”&nbsp;<a href="http://stocktwits.com/symbol/ETH.X">Ethereum’s price</a> was trading at around $4,500 in early morning trade after more than 4% in the last 24 hours.Meanwhile, Consensys co-founder Joseph Lubin reportedly said that Ethereum (ETH)-holding digital asset treasury (DAT) companies could evolve into the “Berkshire Hathaway” as the financial landscape shifts.“The real opportunity is to be the Berkshire Hathaway of the next global economy, the more decentralized global economy,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://cointelegraph.com/news/ethereum-dats-the-next-berkshire-hathaway-consensys-founder">told</a> CoinTelegraph on sidelines of Token2049 in Singapore. Lubin is the also the chairman of SharpLInk Gaming.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bnb-hits-record-1-330-while-btc-eth-retreat-amid-650-million-liquidations/ch6E0XTR3i3">BNB Hits Record $1,330 While Bitcoin, Ethereum Retreat Amid $650 Million Liquidations</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

FundStrat Global Advisors Managing Partner Tom Lee speaks onstage at Yahoo Finance All Markets Summit on October 25, 2017 in New York City. (Photo by Cindy Ord/Getty Images for Yahoo)

Kerrisdale Capital Shorts Bitmine, Calls Ethereum Treasury Strategy ‘Basic And Unoriginal’

The research firm also critiqued Tom Lee’s leadership, stating that he has “proven to be an underwhelming meme lord.”

Coinbase (COIN) secured a partial victory in court on Wednesday after a federal judge allowed a limited shareholder lawsuit to advance while rejecting broader allegations against the company.According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/legal/government/coinbase-face-narrowed-shareholder-lawsuit-2025-10-01/">report</a> by Reuters, U.S. District Judge Brian Martinotti in Newark, New Jersey, dismissed many claims but declined Coinbase’s request for a full dismissal. The report stated the ruling permits some shareholder claims tied to specific statements by company executives and directors to move forward.<a href="http://stocktwits.com/symbol/COIN">COIN’s stock</a> moved 3% higher in midday trade with retail sentiment on Stocktwits around the cryptocurrency exchange rising to ‘bullish’ from ‘bearish’ over the past day. The rally also comes amid rising strength in the cryptocurrency market. Bitcoin’s (BTC) price crossed $117,000 at the time of writing, having risen as much as 3.8% in the last 24 hours.&nbsp;The lawsuit alleged that Coinbase misled investors into believing it was unlikely the Securities and Exchange Commission (SEC) would accuse the company of operating as an unregistered securities exchange. Shareholders also claimed Coinbase downplayed risks that customers could lose assets if the company entered bankruptcy.Martinotti rejected claims based on “group pleading,” which attributes alleged misstatements to all executives collectively. “Where plaintiffs have appropriately provided defendant-by-defendant particularity, the claims must remain,” Martinotti wrote.The decision comes after the SEC announced in February 2025 that it would dismiss its 2023 lawsuit accusing Coinbase of operating as an unregistered securities exchange. The dismissal was with prejudice, barring the agency from refiling identical charges, and no penalties were imposed on Coinbase.Coinbase’s stock has gained more than 30% this year and nearly doubled in the last 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/btc-eth-xrp-rally-fuels-gains-in-strategy-bitmine-and-crypto-linked-stocks/chCY25AR3ag">BTC, ETH, XRP Rally Fuels Gains In Strategy, Bitmine, And Crypto-Linked Stocks</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Monitors display Coinbase signage during the company's initial public offering (IPO) at the Nasdaq market site April 14, 2021 in New York City.

Coinbase Wins Partial Dismissal In Shareholder Lawsuit: Report 

According to a report by Reuters, U.S. District Judge Brian Martinotti dismissed many claims but declined Coinbase’s request for a full dismissal. 

Wedbush analyst Dan Ives on Tuesday called the recently announced Nvidia-OpenAI partnership a “validation moment” for the ongoing AI revolution, likening it to the tech boom of 1996 rather than the overstretched valuations of 1999.&nbsp;The agreement will see 10 gigawatts (GW) of Nvidia (NVDA) systems deployed for OpenAI’s (OPENAI) next-generation AI models, accompanied by a $10 billion investment from the AI bellwether.“We continue to view this as a 1996 moment for the tech world, and not a 1999 moment,” Ives wrote in a post on X.<figure class="image"><img style="aspect-ratio:609/216;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_23_091409_png_b02e7f309a.webp" alt="Screenshot 2025-09-23 091409.png" width="609" height="216"><figcaption>Source: @DivesTech/X</figcaption></figure><a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://stockwits.com/symbol/NVDA">Nvidia’s stock</a> fell as much as 1.7% on Tuesday morning after hitting an intraday high of over $184.50 in the previous session. On Stocktwits, retail sentiment around the tech giant moved higher within ‘bullish’ territory. Meanwhile, retail sentiment around&nbsp;<a href="http://stocktwits.com/symbol/OPENAI">OpenAI</a>, which is not a publicly traded company, was in ‘extremely bullish’ territory with chatter at ‘extremely high’ levels.Ives’ comments came amid concerns of an ‘AI bubble’ in the making, characterized by excessive hype and company valuations that might not hold up.&nbsp;Bain &amp; Co.&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ai-boom-or-bubble-bain-forecasts-huge-800b-gap-between-ai-revenues-and-compute-costs/chDhlfzR3PQ">estimates</a> that AI companies like Nvidia and OpenAI will require roughly $2 trillion in combined revenue to fund the computing power needed to meet projected demand for AI services. Current projections, however, suggest they could fall about $800 billion short of that target, according to the company.&nbsp;“If the current scaling laws hold, AI will increasingly strain supply chains globally,” said David Crawford, chairman of Bain’s global technology practice.OpenAI CEO Sam Altman and board chair Bret Taylor have also recently&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/open-ai-board-chair-bret-taylor-agrees-with-sam-altman-s-ai-bubble-view-but-says-that-s-how-the-market-works/chwvDkORdx7">hinted</a> that the industry could be in bubble territory.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/xrp-tops-altcoins-as-crypto-markets-stabilize-after-1-68-billion-futures-liquidation/chDhM3ZR353">XRP Tops Altcoins As Crypto Markets Stabilize After $1.68 Billion Futures Liquidation</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photographic illustration, the Nvidia logo appears on a smartphone reflecting an illustration of printed circuit boards in Creteil, France, on September 22, 2025. (Photo by Samuel Boivin/NurPhoto via Getty Images)

Dan Ives Says Nvidia-OpenAI Deal Is A ‘Validation Moment’ For The AI Revolution

According to the Wedbush analyst, the Nvidia-OpenAI deal signals a 1996-style tech moment, not an AI bubble or a 1999-style crash.

Tesla, Inc. (TSLA) stock fell 0.74% in the early premarket session on Wednesday, signaling a potential reversal after six consecutive sessions of gains.The recent winning streak helped the&nbsp;<a href="https://stocktwits.com/symbol/TSLA">Tesla stock</a> turn to the black for the year. For the year-to-date period, the stock has gained about 4.40% as CEO Elon Musk reaffirmed his commitment to the electric-venture business he runs by buying $1 billion worth of stock. Musk, who has multiple ventures, also suggested that he would spend more of his time on Tesla. Also buoying sentiment is analysts' expectation of a delivery beat for the third quarter.The rally has pushed the stock’s 14-day relative-strength index (RSI), a momentum indicator, to a level suggesting extremely overbought conditions. Wednesday’s premarket weakness could also indicate&nbsp;profit-taking on the recent gain ahead of a key risk event. The Federal Reserve is due to announce its September rate decision at 2 p.m. ET on Wednesday, with most analysts bracing for a “sell-the-news” downward move in the market.On Stocktwits, retail sentiment toward the Tesla stock stayed ‘extremely bullish’ (89/100) and the message volume was also ‘extremely high.’<figure class="image"><a href="https://stocktwits.com/symbol/TSLA/sentiment"><img style="aspect-ratio:616/53;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_17_at_5_40_37_AM_png_5f6ed18496.webp" alt="Screenshot 2025-09-17 at 5.40.37 AM.png" width="616" height="53"></a><figcaption>TSLA sentiment and message volume as of 5:40 a.m. ET, Sept. 17 | source: Stocktwits</figcaption></figure>In other recent headlines, the National Highway Traffic Safety Administration has begun a probe into whether the electrically powered handles of the company’s 2021 Model Y are defective. “This investigation will also assess the approach used by Tesla to supply power to the door locks and the reliability of the applicable power supplies,” the regulator&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://static.nhtsa.gov/odi/inv/2025/INOA-PE25010-18817.pdf">said</a> in a post on its website.Separately, Reuters <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/autos-transportation/tesla-settles-two-lawsuits-2019-california-crashes-related-autopilot-software-2025-09-16/">reported</a> that Tesla has agreed to settle two lawsuits tied to fatal 2019 crashes involving its autonomous driver-assistance (ADAS) software. The settlements follow an early August Florida jury verdict awarding $243 million in damages to victims of a Model S crash. Trials for both cases had been scheduled to begin in October.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/meta-connect-2025-kicks-off-stock-edges-down-premarket/chDGjTfRdCH">Meta Connect 2025 Kicks Off Today: Stock Edges Down Premarket</a>

Elon Musk, Chairman, CEO and Product Architect of Tesla Motors, addresses a press conference to declare that the Tesla Motors releases v7.0 System in China. (Photo by Visual China Group via Getty Images/Visual China Group via Getty Images)

Tesla Stock Slips Premarket After 6-Day Winning Streak: What’s Behind The Drag?

Wednesday’s premarket weakness could also indicate profit-taking on the recent gain ahead of a key risk event. 

Tesla (TSLA) CEO Elon Musk signaled Friday that the company’s long-running ‘Master Plan Part Deux’ may finally be completed next year, nearly a decade after it was first unveiled.&nbsp;Part Deux&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.tesla.com/master-plan-part-deux">laid out</a> Tesla’s ambition to create solar roofs with integrated battery storage, expand its EV lineup across major segments, develop self-driving capabilities “10 times safer than that of humans,” and enable cars to generate income for owners when idle.&nbsp;Investors have traditionally tracked Musk’s master plans as roadmaps for Tesla’s future direction.<a href="http://stocktwits.com/symbol/TSLA">Tesla’s stock</a> was down as much as 2.8% in midday trade on Friday. However, retail sentiment on Stocktwits continued to trend in ‘bullish’ territory over the past day.&nbsp;In a&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/1961450257176502656">post</a> on X, Musk acknowledged that Tesla’s most recent strategy blueprint, the Master Plan Part 3, proved “too complex for almost anyone to understand,” despite its sweeping vision for a global shift to sustainable energy. He promised that Master Plan 4 would be “concise,” hinting at a pared-down approach, rather than the sprawling targets across electric vehicles, energy storage, and autonomous driving&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.tesla.com/en_in/master-plan-part-3">described</a> in Master Plan Part 3.&nbsp;<figure class="image"><a href="https://x.com/elonmusk/status/1961450257176502656" target="_blank" rel="noopener noreferrer nofollow"><img style="aspect-ratio:1080/1771;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_29_21_57_08_14_0b2fce7a16bf2b728d6ffa28c8d60efb_jpg_97856c6a10.webp" alt="Screenshot_2025-08-29-21-57-08-14_0b2fce7a16bf2b728d6ffa28c8d60efb.jpg" width="1080" height="1771"></a><figcaption>Source: @elonmusk/X</figcaption></figure>Musk’s comments come after the CEO had already hinted that he was working on Master Plan 4 during Tesla’s second-quarter 2025 earnings call in July.&nbsp; “What’s going to happen over the next several years is a fundamental transformation of the company from a pre-autonomy world to a post-autonomy [world],” Musk said. “And I’m working on a new Master Plan to articulate that to the Tesla team.” He added that the future will be full of “exciting things” and hinted that the plan will be “profoundly world-changing,” without sharing any additional details.<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.teslarati.com/tesla-ceo-elon-musk-new-master-plan-what-to-expect/">Reports</a> suggest that Master Plan 4 will likely pave the way for a world where self-driving vehicles, such as the Cybercab, and humanoid robots, like Optimus, are in widespread use.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-revokes-intel-samsung-sk-hynix-waivers-on-china-chip-equipment/chtTKpgRdNh">US Revokes Intel, Samsung, SK Hynix Waivers On China Chip Equipment</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tesla CEO Elon Musk attends the official opening of the new Tesla electric car manufacturing plant on March 22, 2022 in Germany. (Photo by Christian Marquardt - Pool/Getty Images)

Musk Says Tesla Will Finish Master Plan Part Deux In 2026, Promises ‘Concise’ Master Plan 4

The company’s Master Plan Part Deux was first unveiled to the public in 2016, and Master Plan Part 3 was unveiled in 2023.

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