SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is a trending topic following its latest financial results, which indicated pressure on gross margins and a decline in sales within the crucial China market, leading to a divided investor sentiment. The community is actively debating whether current valuations present a 'buy the dip' opportunity for the iconic brand or if intensifying competition and strategic challenges signal a prolonged period of underperformance.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology Group is trending as investors hotly debate a lawsuit filed against alleged manipulators, with strong opinions on whether management is effectively addressing stock undervaluation through promised buybacks. The community discussion also centers on the phased rollout of a large AI data center contract and a recent Nobel Sustainability Trust nomination, as many question market integrity and management's actions amidst persistent share price pressure.

WhiteFiber, Inc. provides AI and HPC infrastructure & cloud and data center solutions. It operates through the following segments: Cloud Services and Colocation Services. The Cloud Services segment offers computing services to support generative AI workstreams. The Colocation Services segment provides customers with physical space, power and cooling within the data center facility. The company was founded on August 15, 2024 and is headquartered in New York, NY.

Whitefiber Inc.

WhiteFiber, Inc.

WhiteFiber (WYFI) is trending after announcing a substantial 10-year, $865 million colocation agreement with Nscale for its NC-1 AI data center campus. The community is buzzing with bullish sentiment, viewing this as a significant step in providing critical AI-ready infrastructure and anticipating substantial stock appreciation amidst high sector demand. This deal is widely seen as a major catalyst, improving revenue visibility and fueling discussions of potential short squeezes.

Green Thumb Industries, Inc. engages in the manufacture and distribution of branded cannabis products. Its brands include RYTHM, Dogwalkers, Beboe, Good Green, Doctor Solomon’s, and &Shine. It operates through the Retail and Consumer Packaged Goods segments. The Retail segment focuses on retailing cannabis to patients and consumers. The Consumer Packaged Goods segment refers to the cultivation, production, and sale of cannabis products to retail stores. The company was founded by Benjamin Kovler and Max Cohen on February 18, 2002 and is headquartered in Chicago, IL.

Green Thumb Industries Inc - Ordinary Shares (Sub Voting)

Green Thumb Industries

Green Thumb Industries is trending as the community eagerly anticipates potential federal cannabis rescheduling to Schedule III, a move widely expected to eliminate the burdensome 280E tax and unlock significant profitability for U.S. multi-state operators. Despite market volatility and some "sell the news" reactions, sentiment remains highly bullish, with investors highlighting GTBIF's strong fundamentals and growing presence in the cannabis beverage market as key drivers poised to attract institutional capital.

Tilray Brands, Inc. engages as a consumer packaged goods company, which focuses on medical cannabis research and the cultivation, processing, and distribution of cannabis products worldwide. It operates through the followings segments: Cannabis, Distribution, Beverage, and Wellness. The Cannabis segment focuses on cultivation, production, distribution, and sale of both medical and adult-use cannabis products. The Distribution segment is involved in purchase, resale, and distribution of pharmaceutical and wellness products. The Beverage segment refers to the production, marketing, and sale of beverages. The Wellness segment represents the production, marketing, and distribution of hemp-based food and other wellness products. The company was founded on January 24, 2018 and is headquartered in Leamington, Canada.

Tilray Brands Inc

Tilray Brands is actively discussed following the executive order to reclassify cannabis to Schedule III, a significant policy shift that the company is leveraging to advance its U.S. medical cannabis operations through its newly formed Tilray Medical USA unit. Despite sector-wide volatility interpreted by some as a "sell the news" event, many in the community emphasize the long-term benefits for profitability and institutional investment stemming from this historic regulatory change.

Kodiak AI, Inc. is a provider of AI-powered autonomous vehicle technology designed to help tackle some of the toughest driving jobs. Its solutions address the critical problem of safely transporting goods in the face of unprecedented supply chain challenges. The company was founded in 2018 and is headquartered in Mountain View, CA.

Kodiak AI Inc.

Kodiak AI Inc. - Ordinary Shares - Class A

Kodiak AI (KDK) is trending following a disclosed stake from Soros Fund Management and continued accumulation by institutions like Cathie Wood's ARK Invest, sparking significant community debate. Bulls highlight the company's active revenue generation from autonomous trucking contracts in the Permian Basin, a low share float, and high short interest as potential catalysts. Conversely, skeptics voice concerns over the company's financial health, long-term viability, and potential for further dilution.

Redwire Corp. manufactures and supplies space equipment. It offers critical space solutions and reliability components for the next generation space economy with IP for solar power generation and in-space 3D printing and manufacturing. It assists its customers in solving challenges of future space missions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

PDD Holdings, Inc. is a multinational commerce group that owns and operates a portfolio of businesses. The company aims to bring more businesses and people into the digital economy so that local communities and small businesses can benefit from increased productivity and new opportunities. It has built a network of sourcing, logistics, and fulfillment capabilities, that support its underlying businesses. PDD Holdings was founded by Hua Lin Cai and Zheng Huang in 2015 and is headquartered in Dublin, Ireland.

PDD Holdings Inc - ADR

Pinduoduo Inc.

Pinduoduo is trending following its latest earnings insights, which showed stronger profitability but also highlighted concerns around moderated revenue growth and intensifying market competition. Community discussions reveal a strong underlying bullish sentiment, with many investors anticipating continued upside driven by global e-commerce expansion through Temu, despite the tempered outlook. This creates a fascinating divergence in perception, with significant options activity suggesting expectations for substantial price action.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood's $HOOD is experiencing active discussion around its upcoming AI and prediction markets showcase, generating both excitement and concern. Some investors are bullish on the potential of these new features, especially the AI-driven "Cortex," while others are wary of increased regulatory scrutiny related to prediction markets and the stock's correlation to Bitcoin. Technical analysis and broader market conditions, including potential interest rate adjustments and Nasdaq's extended trading hours proposal, are also influencing the conversation.

Merck & Co., Inc. is a health care company, which engages in the provision of health solutions through its prescription medicines, vaccines, biologic therapies, animal health, and consumer care products. It operates through the following segments: Pharmaceutical, Animal Health, and Other. The Pharmaceutical segment includes human health pharmaceutical and vaccine products. The Animal Health segment discovers, develops, manufactures, and markets animal health products, such as pharmaceutical and vaccine products, for the prevention, treatment and control of disease in livestock, and companion animal species. The Other segment consists of sales for the non-reportable segments of healthcare services. The company was founded in 1891 and is headquartered in Rahway, NJ.

Merck & Co Inc

Merck is trending following its significant acquisition of Cidara Therapeutics for an experimental flu drug, a strategic move reinforcing its pipeline beyond Keytruda. This development, coupled with multiple FDA fast-track designations and positive clinical data for other assets, has the community buzzing about Merck's robust future growth trajectory and increasing portfolio diversification.

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<ul class="summary-bullets"><li>The BOJ raised its benchmark interest rate by 25 basis points to 0.75%, the highest level since 1995, in a widely expected move.</li><li>Strategy’s stock edged higher alongside Bitcoin, which steadied near $87,000 after earlier weakness.</li><li>Bitcoin miners also saw gains, led by Bit Digital, which rose more than 4% in after-hours trading.</li></ul>Strategy (MSTR), BitMine Immersion Technologies (BMNR) and other crypto-linked equities gained in after-hours trade on Thursday as the cryptocurrency market stabilized following the Bank of Japan’s rate hike.The Bank of Japan&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/boj-rate-decision-sparks-crypto-rebound-lifts-bitcoin-back-above-87-000/cLei1jARErN">increased</a> its benchmark rate by 25 basis points to 0.75%, the highest level since 1995.&nbsp;<a href="https://stocktwits.com/symbol/MSTR">MSTR’s stock</a> edged 0.62% higher as&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> edged 0.1% in the last 24 hours. On Stocktwits, retail sentiment around the Bitcoin proxy and the apex cryptocurrency remained in ‘extremely bearish’ territory over the past day, accompanied by ‘low’ levels of chatter.Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/BMNR">BMNR’s stock</a> gained 1.17% in after hours trade as&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> rose 3.1% in the last 24 hours. Retail sentiment around the digital asset treasury (DAT) continued to trend in ‘extremely bearish’ territory over the past day but chatter rose to ‘normal’ from ‘low' levels. Meanwhile, retail sentiment around Ethereum improved to ‘bearish’ from ‘extremely bearish’ over the past day but chatter remained at ‘low’ levels.<h2 class="st-heading-2">Crypto Miners Gain</h2>Among crypto miners,&nbsp;<a href="https://stocktwits.com/symbol/BTBT/sentiment">Bit Ditigal (BTBT)</a> led gains in after hours trade, up 4.4% after gaining 2.5% in regular trading. Retail sentiment around the company improved to ‘neutral’ from ‘bearish’ territory over the past day,Hut 8 (HUT) was also on the uptrend, gaining 3.27% in after hours trade.&nbsp;<a href="https://stocktwits.com/symbol/HUT/">HUT’s stock</a> saw a dip of 3.9% in the previous session, likely due to profit taking after the stock shot up on Wednesday following its $7 billion&nbsp;deal&nbsp;to provide AI data center capacity through infrastructure provider Fluidstack, with financial backing from Google (GOOGL). Retail sentiment around the company remained in ‘extremely bullish’ territory over the past day, accompanied by ‘extremely high’ levels of chatter.<h2 class="st-heading-2">Crypto Exchanges Show Muted Response</h2>Coinbase (COIN) and Gemini (GEMI) edged 0.56% higher in after hours trade. Retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/COIN/">Coinbase’s stock</a> improved to ‘neutral’ from ‘bearish’&nbsp;over the past day&nbsp;after the company&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/coin-stock-gains-as-coinbase-targets-robinhood-turf-with-stock-trading/cLegQuyREAE">announced</a> the introduction of stock trading on its platform and an integration with Kalshi for prediction markets. Chatter&nbsp;remained at ‘high’ levels.Retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/GEMI/">Gemini’s stock</a>, however, dipped to ‘neutral’ from ‘bullish’ over the past day as message volume fell to ‘low’ from ‘high’ levels.Robinhood (HOOD) gained 0.67% and Bullish (BLSH) rose 0.47%.&nbsp;<h2 class="st-heading-2">BOJ’s Rate Decision</h2>The Bank of Japan said real interest rates are expected to remain “significantly negative,” signaling that financial conditions will stay accommodative despite the rate hike. Policymakers reiterated that monetary tightening would proceed gradually and remain dependent on sustained wage and price growth.Japan began unwinding its ultra-loose monetary policy last year, ending the world’s only negative interest rate regime that had been in place since 2016. Since then, the central bank has emphasized the need for a “virtuous cycle” of rising wages and inflation before moving rates meaningfully higher.The rate hike comes as Japanese government bond yields have climbed to multi-decade highs, raising concerns over higher borrowing costs and increased fiscal pressure for the heavily indebted economy.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/boj-rate-decision-sparks-crypto-rebound-lifts-bitcoin-back-above-87-000/cLei1jARErN">BOJ Rate Decision Sparks Crypto Rebound, Lifts Bitcoin Back Above $87,000</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A person holds a smartphone displaying the stylized Strategy Inc. branding, with a large Bitcoin symbol visible in the background. Strategy stock and Bitcoin rallied last week. (Photo illustration by Cheng Xin/Getty Images)

MSTR, BMNR Rise After BOJ Rate Decision Results In Bitcoin, Ethereum Rebound

Crypto-linked equities moved higher in after-hours trading following the Bank of Japan’s rate hike, which appeared to stabilize the cryptocurrency market.

MSTR, BMNR Rise After BOJ Rate Decision Results In BItcoin, Ethereum Rebound

Cryptocurrency

<ul class="summary-bullets"><li>Cathie Wood’s ARK Invest added shares of BitMine Immersion Technologies on Wednesday following a sharp pullback in the stock amid Ethereum’s recent decline.</li><li>ARK funds also increased exposure to crypto exchanges, adding shares of Coinbase and Bullish across three of its portfolios.</li><li>The buying comes amid growing competition among trading platforms expanding into prediction markets and multi-asset offerings.</li></ul>Cathie Wood’s ARK Invest bought up more shares of BitMine Immersion Technologies (BMNR) on the cheap as the fall in Ethereum’s (ETH) price dragged the stock lower on Wednesday.The fund manager also loaded up on crypto exchanges Coinbase (COIN) and Bullish (BLSH) on Wednesday, as the field faces more competition and an increasing number of players are dipping their toes into the prediction market space.<h2 class="st-heading-2">ARK Buys BitMine Amid Sharp Pullback</h2>Ethereum-focused digital asset treasury (DAT)&nbsp;<a href="https://stocktwits.com/symbol/BMNR">BMNR’s stock</a> fell 6.59% on Wednesday, down more than 24% over the past week as Ethereum’s price struggled to regain the $3,000 mark. Retail sentiment around the company on Stocktwits remained in ‘bearish’ territory over the past day, amid ‘low’ levels of chatter.&nbsp;Meanwhile,&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> was trading at around $2,800 on Wednesday night, down 3.8% in the last 24 hours. Retail sentiment around the leading altcoin trended in ‘extremely bearish’ territory over the past day, accompanied by ‘low’ levels of chatter.ARK Innovation ETF (ARKK) added 250,029 shares of BMNR, while ARK Next Generation Internet ETF (ARKW) purchased 72,617 shares and ARK Blockchain &amp; Fintech Innovation ETF (ARKF) bought up 37,586 shares.<h2 class="st-heading-2">ARK Adds Coinbase, Bullish Amid Prediction Market Frenzy</h2>ARK also increased its positions in crypto exchanges, adding shares of Coinbase and Bullish across all three funds.The change in holdings came ahead of Coinbase’s ‘System Update’ keynote, where the company <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/coin-stock-gains-as-coinbase-targets-robinhood-turf-with-stock-trading/cLegQuyREAE">announced</a> it was introducing stock trading on its platform and a partnership with Kalshi for prediction markets. Earlier this week, Gemini (GEMI) <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/gemini-beats-coinbase-to-market-as-prediction-markets/cLe7wveREoy">announced</a> a similar expansion into the prediction market, and Robinhood (HOOD) <a href="https://stocktwits.com/news-articles/markets/equity/robinhood-ceo-vlad-tenev-bets-on-prediction-market-supercycle/cLeOTSTREpS">said</a> it would now allow event contracts for player-level sports data. Robinhood CEO Vlad Tenev described the trend as the potential start of a prediction market ‘supercycle.’<a href="https://stocktwits.com/symbol/ARKK">ARKK</a> edged 0.24% higher in after-hours trade on Wednesday after falling more than 3% in regular trading. Retail sentiment around the fund trended in ‘bearish’ territory over the past day, with chatter at ‘low’ levels.&nbsp;<a href="https://stocktwits.com/symbol/ARKW">ARKW</a> rose 1.6% in after-hours trading after a similar loss of over 3% the previous day. It also retail sentiment trending in ‘bearish’ territory over the past day, but chatter remained at ‘normal ‘levels.<a href="https://stocktwits.com/symbol/ARKF">ARKF</a> was flat in after-hours trade after a 2.4% dip in the previous session. Retail sentiment around the fund trended in ‘bearish’ territory over the past day, with chatter at ‘low’ levels.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/weedcoin-jumps-as-trump-marijuana-reclassification-talk-fuels-retail-frenzy/cLegLgPREAI">Weedcoin Crypto Token Jumps Over 150% In A Week As Trump Marijuana Reclassification Talk Fuels Retail Frenzy</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Cathie Wood, Founder & CEO, Ark Invest, speaks during the second day of the FII PRIORITY Summit held at the Faena Hotel on February 20, 2025 in Miami Beach, Florida. (Photo by Joe Raedle/Getty Images)

Cathie Wood’s ARK Buys More BitMine Amid Ethereum Pullback – Adds Coinbase and Bullish Too

Ethereum’s price continued to trade below $3,000 on Wednesday night, pressuring ETH-linked equities like BMNR.

<ul class="summary-bullets"><li>Broader U.S. markets weakened after the close, with QQQ leading declines and retail sentiment on Stocktwits&nbsp;flipped to ‘bearish.’</li><li>Bitcoin slid to around $86,400, dragging sentiment across crypto proxies and contributing to nearly $540 million in liquidations over 24 hours.</li><li>Hut 8 outperformed the sector after announcing a Google-backed AI data center agreement.</li></ul>Crypto-linked equities traded lower in after-hours trading&nbsp;on&nbsp;Wednesday as investors pared exposure ahead of the release of November’s U.S. consumer price index, due Thursday morning.&nbsp;U.S. equities overall were lower after the close. The&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF Trust (SPY)</a> slipped 0.9%, the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF (DIA)</a> fell 0.4%, and the Nasdaq-100 tracking&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> dropped 1.5%. On Stocktwits, retail sentiment around QQQ turned ‘bearish’ from ‘neutral,’ with chatter rising to ‘high’ levels.Meanwhile, the cryptocurrency market declined 1.6% over the past 24 hours, with major tokens largely rangebound into Wednesday night. CoinGlass data&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.coinglass.com/LiquidationData">showed</a> nearly $540 million in liquidations over the past day.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin (BTC)</a> fell 1.1% to around $86,400, remaining the key driver of sentiment across crypto-linked equities. Retail sentiment around the asset trended in ‘extremely bearish’ territory on Stocktwits, with ‘low’ chatter.&nbsp;<h2 class="st-heading-2">HUT’s Stock Outperforms</h2>Hut 8 (HUT) announced on Wednesday a 15-year, $7 billion agreement to provide AI data center capacity through infrastructure provider Fluidstack, with financial backing from Google (GOOGL).&nbsp;<a href="https://stocktwits.com/symbol/HUT">HUT’s stock</a> gained nearly 9% on the day, and was around 1% higher in after-hours trade. On Stocktwits, it was among the top trending tickers. Retail sentiment around the stock rose to ‘extremely bullish’ from ‘neutral’ territory as message volumes jumped to ‘extremely high’ from ‘normal’ levels.&nbsp;The Louisiana-based project is expected to secure financing led by JPMorgan (JPM) and Goldman Sachs (GS). Clear Street analyst Brian Dobson raised his price target on Hut 8 to $60 from $27, citing the scale and duration of the deal, as per TheFly.<h2 class="st-heading-2">Miners Face Diverging Fortunes</h2>Other crypto mining stocks showed mixed performance amid broader tech weakness.&nbsp; A Wall Street Journal&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/tech/ai/coreweave-stock-market-ai-bubble-a3c8c321">report</a> highlighted growing concerns over the fragility of the AI infrastructure boom, citing operational delays and tighter credit conditions affecting firms such as CoreWeave (CRWV).&nbsp;<a href="https://stocktwits.com/symbol/CRWV">CRWV’s stock</a> was among the top trending tickers on Stocktwits after it fell more than 7% on the day and moved 0.5% higher in after-hours. Retail sentiment around the company remained in ‘bullish’ territory, accompanied by ‘high’ levels of chatter. The company relies heavily on Nvidia (NVDA) chips and revenue from large clients, including Microsoft (MSFT) and Meta (META).&nbsp;<h2 class="st-heading-2">DATs Take A Hit As Crypto Falls</h2><a href="https://stocktwits.com/symbol/MSTR">Strategy (MSTR)</a> shares dropped more than 4.2% during regular trading before edging 0.1% higher after hours. The firm recently disclosed the purchase of another 10,645 Bitcoin, lifting its total holdings above 671,000 coins. Retail sentiment around the Bitcoin proxy dropped to ‘extremely bearish’ from ‘bearish’ over the past day, amid ‘low’ levels of chatter.Ethereum (ETH) treasury firm BitMine Immersion Technologies (BMNR) also disclosed fresh accumulation this week, adding 102,259 ETH worth roughly $320 million over the past week.&nbsp;<a href="https://stocktwits.com/symbol/BMNR">BMNR’s stock</a> dropped more than 6.5% on Wednesday, but edged 0.6% higher in after-hours trade. Retail sentiment around the company on Stocktwits remained in ‘bearish’ territory amid ‘low’ levels of chatter.This came as&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> saw&nbsp;a 4% drop in the last 24 hours. Retail sentiment around the leading altcoin trended in ‘extremely bearish’ territory over the past day, amid ‘low’ levels of chatter.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-ethereum-etfs-see-over-500-million-outflows/cLeOiZZREq2">Bitcoin, Ethereum ETFs See Over $500M Outflows While XRP And Solana Funds Buck The Sell-Off</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Hut 8 Corp. (HUT) in front of a screen showing the company's stylized black-and-white logo on August 7, 2025 in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)

HUT 8 Stock Defies After-Hours Slide In Crypto Equities Ahead Of Inflation Data

Crypto-linked equities traded lower in after-hours trading as investors reduced risk ahead of Thursday’s U.S. CPI release.

<ul class="summary-bullets"><li>ARK bought CRCL, CRWV, COIN, and BMNR on Monday, despite pressure on some holdings.</li><li>ARK's Circle and Coinbase stakes currently show unrealized losses of $169.5 million on CRCL and nearly $208 million on COIN, based on Monday’s closing price.</li><li>The purchases align with ARK's long-standing crypto strategy, which started with early Bitcoin exposure in 2015.</li></ul>Cathie Wood–led ARK Investment Management reportedly made several purchases of crypto-linked equities on Monday, even as the firm’s existing holdings in Circle Internet Group (CRCL) and Coinbase Global (COIN) remain at sizable unrealized losses.​According to TheFly, the company bought over 143,600 shares of stablecoin giant Circle Internet Group, 137,000 shares of CoreWeave (CRWV), 64,900 shares of Coinbase Global, and 550,000 shares of Bitmine Immersion (BMNR).<h2 class="st-heading-2">ARK’s CRCL and COIN Holdings Show Mounting Paper Losses</h2><a href="https://stocktwits.com/symbol/CRCL">Circle's stock price</a> closed at $75.46 on Monday. With ARK Invest's position worth about $224 million, the firm currently sits on an unrealized loss of almost $169.5 million. On Stocktwits, retail sentiment around CRCL remained in ‘bearish’ territory over the past day, with ‘extremely low’ levels of chatter.At&nbsp;<a href="http://stocktwits.com/symbol/COIN">Coinbase’s stock price</a> of $250.42, ARK Invest’s roughly 2.4 million shares would be worth about $600 million, implying a mark-to-market decline of roughly $208 million from the value reported in its most&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/1697748/000110465925110217/xslForm13F_X02/infotable.xml">recent</a> 13F filing.​ The retail sentiment around COIN dropped from ‘bullish’ to ‘neutral’&nbsp;territory&nbsp;over the past day, but&nbsp;chatter&nbsp;remained at ‘low’ levels.<h2 class="st-heading-2">ARK’s Crypto Strategy</h2>Cathie Wood first entered the crypto space in 2015, becoming one of the earliest U.S. fund managers to invest in Bitcoin (BTC), even when Bitcoin ETFs did not exist. In March 2025, ARK bought 997 BTC, marking the first time the company officially acknowledged a direct Bitcoin purchase at a known value.ARK Invest has been involved in crypto-linked stocks for a long time. The first significant transaction dates back to 2021, when Cathie Wood's funds bought over 749,000 shares of Coinbase Global around the time the firm went public, as per<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2021-04-15/ark-funds-snap-up-246-million-worth-of-coinbase-stock-on-debut?">&nbsp;Bloomberg</a>. The purchase was one of ARK's first major public investments in a publicly traded firm closely tied to the crypto industry.​Since then, ARK has continued to add crypto-related stocks to its actively managed ETFs. The company has since broadened that exposure to include more than just exchanges.<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.investors.com/news/cathie-wood-ark-invest-circle-crcl-stock-ipo-coinbase-robinhood-arkb-block/">&nbsp;According</a> to Investor’s Business Daily, ARK disclosed a substantial initial purchase of Circle Internet Group shares in June 2025, buying over $373 million worth of Circle shares, and further expressed interest in buying<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://forklog.com/en/ark-invest-buys-749205-coinbase-shares-on-debut/">&nbsp;$150 million</a> of CRCL.&nbsp; Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-dips-below-86-000-while-xrp-leads-in-losses-among-major-tokens/cLe7U1VREoz">Bitcoin Dips Below $86,000 While XRP Leads In Losses Among Major Tokens</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

ARK Invest Buys More Crypto Stocks While Its Circle And Coinbase Positions Sit at Losses

ARK's Circle and Coinbase stakes currently show unrealized losses of $169.5 million on CRCL and nearly $208 million on COIN, based on Monday’s closing price.

Equity

ARK made its first straight Bitcoin purchase in March 2025, buying 997 BTC.




<ul class="summary-bullets"><li>Tom Lee said investors often make the mistake of buying “cheap” DATs, even though weaker names rarely outperform in any sector.</li><li>He noted that Strategy took the right approach by building a $1.4 billion cash reserve to weather Bitcoin drawdowns.</li><li>Lee also forecast that Bitcoin’s halving-driven four-year cycle may be breaking, depending on whether BTC sets a new high in January.</li></ul>Fundstrat’s Tom Lee reportedly said that the market for digital asset treasuries has become overcrowded, with trading activity concentrated almost entirely in two names: Strategy (MSTR) and Bitmine (BMNR).&nbsp;In an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/farokh/status/1998754578234224869">interview</a> this week on Rug Radio, Lee said the proliferation of about 80 DATs reflects unrealistic expectations from both founders and equity investors. “For the crypto builders, they thought building a DAT was simply, let’s put together a team, put some famous names on it and we’re going 100x,” Lee said. “For the equity investor, they’re learning a lesson… you can’t necessarily outperform the crypto.”<a href="https://stocktwits.com/symbol/BMNR/">BMNR’s stock</a> edged 0.41% higher in midday trade on Wednesday, with retail sentiment on Stocktwits trending in ‘bullish’ territory over the past day. Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/MSTR">MSTR’s stock</a> dipped 1.2%, with retail sentiment in the ‘bearish’ zone in the last 24 hours.<h2 class="st-heading-2">Most DATs Trading Under NAV Value</h2>Lee said roughly 90% of all DATs now trade below NAV, and most see little meaningful activity. “Between Bitmine and Strategy, that’s 92% of all trading volume,” he said. Lee added that Strategy is currently “the 17th most traded stock in the U.S.,” while Bitmine ranks around 39th. Everything else, he said, represents only a sliver of daily turnover.Lee said investors make a mistake in treating DATs trading below NAV as bargains. In equities, he noted, sectors like biotech have long featured “net nets” and yet those names rarely outperform. “You never buy the cheapest stock in the sector. You buy the strongest,” he said. “Imagine saying, ‘I don’t want to buy Nvidia — I’ll just buy the 100th-best.’”<h2 class="st-heading-2">MSTR Did ‘The Smart Thing’</h2>Lee said Strategy’s recent stock price volatility is largely a function of its tight correlation to Bitcoin, not its underlying business. “There’s nothing he can do, because he’s always going to be high beta to Bitcoin,” Lee said of CEO Michael Saylor. But he argued the firm is prepared for downturns.“They have now announced a cash reserve of $1.4 billion — smart,” Lee said, adding that Fundstrat has pursued a similar approach. “We’ve been running cash the entire time… we don’t want anyone to ever think we’re not going to be around.”Lee said Bitmine remains structurally stronger than peers because of its ETH treasury. The firm holds roughly 3.7 million ETH, far more than all other DATs combined. “The rest… don’t even own a million,” he said. That position, and its staking yield, create what Lee views as a significant strategic moat. “I don’t think Bitmine would ever sell its E,” he said. “There’s no reason to be selling.”<h2 class="st-heading-2">Bitcoin No Longer Following Four-Year Cycle</h2>Lee also questioned whether Bitcoin continues to adhere to the four-year halving cycle long cited by market veterans. With long-term holders selling heavily this year, he said, historical patterns may no longer apply.“If Bitcoin makes a new high in January, there’s no four-year cycle,” he said. The cycle “was true in the past — until this cycle.” He noted that other markets once governed by reliable timing patterns, such as ISM manufacturing data, copper, and gold, have also broken away from old rhythms.“We’ll know by January 31,” he said. “If Bitcoin closes above 126,000 – there’s no four-year cycle.”Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-h200-export-prompts-emergency-meeting-with-alibaba-bytedance-tencent/cLIHRApRENU">Nvidia H200 Export Approval To China Prompts Beijing’s Emergency Meetings With Alibaba, ByteDance, Tencent: Report</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)

Fundstrat’s Tom Lee Warns ‘Too Many DATs’ Are Chasing Too Little Trading Volume 

In an interview with Rug Radio, Lee said roughly 80 DATs now exist, but about 90% trade below NAV, reflecting an overcrowded market.

BitMine Ramps Up Ethereum Purchases Amid Optimism Over Network Upgrades, Macro Policy

Chairman Thomas "Tom" Lee stated that the acceleration reinforces BitMine's belief that ETH prices are poised to rise in the coming months.​

SYM vs. BMNR: Which Technology Services Stock Has an Edge Right Now?

BMNR's crypto pivot, massive ETH holdings and 380% stock surge give it a clear edge over SYM in tech services.

<ul class="summary-bullets"><li>Tom Lee predicted that Bitcoin could reach $300,000 by the end of 2026.</li><li>Lee also forecasted that 200x adoption for Bitcoin in the coming years.</li><li>According to him, the Ethereum-to-Bitcoin ratio will also see a breakout soon.</li></ul>Fundstrat’s Tom Lee reportedly said on Wednesday that cryptocurrency prices have “likely bottomed” and predicted that the Ethereum (ETH) to Bitcoin (BTC) ratio is going to have a breakout soon.Speaking at Binance Blockchain Week, the chairman of Bitmine Immersion Technologies (BMNR) also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.binance.com/en/square/audio/replay?id=32812202883657">forecast</a> that Bitcoin is likely to make new highs in early 2026 and that 200x adoption lies ahead. According to him, Bitcoin’s price could hit $300,000 by the end of next year.<blockquote>"Crypto prices likely bottomed. The best years of growth are still ahead: there is 200x adoption to come."– Tom Lee, Chairman, Bitmine Immersion Technologies</blockquote><h2 class="st-heading-2">Where’s The Crypto Market Right Now?</h2><a href="http://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> remained steady at $93,000 in early morning trade, edging higher by 0.3% in the last 24 hours. The apex cryptocurrency remains over 25% below its record high of over $126,000 seen in October. On Stocktwits, retail sentiment around BTC trended in ‘bearish’ territory over the past day, accompanied by ‘normal’ levels of chatter.Meanwhile,&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> led gains among the major tokens, rising 4.5% in the last 24 hours to nearly $3,200. On Stocktwits, retail sentiment around the altcoin improved to ‘neutral’ from ‘bearish’ territory over the past day amid ‘normal’ levels of chatter.&nbsp;The ETH-BTC ratio currently stands at 0.034, up 3.9% in the last 24 hours, according to CoinGecko. If Lee’s prediction holds, the ratio is expected to rise soon, which could mean Ethereum outperforms Bitcoin in the near term.Tom Lee-backed Bitmine is currently the largest Ethereum digital asset treasury (DAT) in public markets, according to CoinGecko.&nbsp;<a href="https://stocktwits.com/symbol/BMNR">BMNR’s stock</a> edged 0.8% higher in pre-market trade, with retail sentiment also improving to ‘neutral’ from ‘bearish’ territory with chatter at ‘normal’ levels over the past day.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/palantir-launches-chain-reaction-in-partnership-with-nvidia-center-point-energy/cLILsASRESJ">Palantir Launches ‘Chain Reaction’ In Partnership With Nvidia, CenterPoint Energy To Tackle AI’s Biggest Bottleneck – The Energy Grid</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tom Lee Predicts Ethereum Will Outperform Bitcoin, Says Crypto Prices Have ‘Likely Bottomed’ 

Speaking at Binance Blockchain Week, the Chairman of Bitmine also forecast that Bitcoin’s price is likely to make new highs in 2026.

<ul class="summary-bullets"><li>According to CoinGlass data, 260,609 traders were liquidated over the last 24 hours.&nbsp;</li><li>The sell-off coincided with renewed signals of interest-rate hikes from the Bank of Japan.</li><li>Digital asset treasuries (DATs) such as MSTR and BMNR each fell more than 11%, leading the decline in crypto-linked equities.&nbsp;</li></ul>Bitcoin (BTC) dipped below $84,000 in midday trade on Monday, dragging crypto-linked equities such as Strategy (MSTR) lower amid broader market weakness.CoinGlass data&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.coinglass.com/LiquidationData">showed</a> nearly $1 billion in liquidations over the past 24 hours, with long positions accounting for $864 million and short positions $75 million. In total, 260,609 traders were liquidated, and the largest single liquidation occurred on Hyperliquid, valued at $15.6 million for BTC-USD.The sector-wide pullback came amid renewed&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/the-quiet-surge-in-japanese-yields-is-anything-but-local-and-investors-in-us-stocks-may-feel-it-soon/cLI77BWREiG">interest-rate hike signals</a> from the Bank of Japan.<h2 class="st-heading-2">Retail Sentiment Turns Bearish On Bitcoin</h2><a href="http://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> fell more than 8% in the last 24 hours and was the top trending crypto ticker on Stocktwits. Retail sentiment on the platform around the apex cryptocurrency fell to ‘bearish’ from ‘neutral’ territory over the past day as chatter ticked higher to ‘normal’ from ‘low’ levels.&nbsp;Among the major altcoins, Ethereum (ETH) fell more than 10%.&nbsp;<a href="http://stocktwits.com/coins/ethereum">Ethereum’s price</a> dipped to $2,700 in midday trade. Cardano (ADA) took the heaviest hit, down more than 12%, followed by Solana (SOL) and Dogecoin (DOGE), which fell more than 11% each.According to CryptoQuant Founder Ki Young Ju, liquidity in crypto markets is drying up, especially for altcoins. He&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/altcoins-xrp-solana-ethereum-have-a-better-chance-of-surviving-long-term/cLI7OxuREiO">predicted</a> that cryptocurrencies like Ethereum, Solana, and Ripple’s native token XRP have higher chances of long-term survival given their tie-ins with ETFs and digital asset treasuries (DATs).<h2 class="st-heading-2">Crypto-Linked Equities Follow Bitcoin Lower</h2><a href="https://stocktwits.com/symbol/MSTR">MSTR’s stock</a> plummeted more than 11% in midday trading and was the top-trending equity ticker on Stocktwits. Retail sentiment on the platform around the BTC proxy fell to ‘bullish’ from ‘extremely bullish’ over the past day, accompanied by chatter at ‘high’ levels.&nbsp;MSTR was not the only crypto-linked equity to take a hit. Tom Lee-backed Bitmine Immersion Technologies (BMNR) also fell more than 11% in midday trade. Crypto miners Marathon Digital (MARA) and Riot Blockchain (RIOT) dipped more than 7% each. Coinbase Global (COIN) fell more than 6%Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/jensen-huang-says-china-is-a-bonus-growth-opportunity-for-nvidia/cLI7iILREis">Jensen Huang Says China Is A ‘Bonus’ Growth Opportunity For Nvidia – Shrugs Off Google TPU Competition</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Bitcoin symbol on a luminous banner on the BitBase stand during the Mobile World Congress 2023 on March 10, 2023, in Barcelona, Spain. (Photo by Joan Cros/NurPhoto via Getty Images)

Bitcoin Falls Below $84,000, Triggering Nearly $1 Billion In Liquidations – MSTR, BMNR Lead Crypto Stocks Sell-Off

Around $864 million in long positions were liquidated in the last 24 hours, while $75 million in short bets were wiped out.

<ul><li>In a podcast earlier this week, Tom Lee said Ethereum’s sharp decline amid the crypto sell-off was a “forced washout” and not a break in fundamentals.</li><li>Lee expects Ethereum could fall to $2,500 in the near term before a potential rally toward $7,000 to $9,000 by January.</li><li>According to Lee, Bitmine’s strategic advisor, Tom DeMark, also believes it was a case of “engineered liquidation.”</li></ul>Tom Lee-backed Bitmine Immersion Technologies (BMNR) bought more than $44 million of Ethereum (ETH) on Friday.According to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://intel.arkm.com/explorer/entity/bitmine">data</a> on Arkham Intelligence, BMNR’s holdings rose $44.3 million on Friday, bringing its total purchases for the week to $185.6 million.<figure class="image"><a class="st-link-external" href="https://intel.arkm.com/explorer/entity/bitmine" target="_blank" rel="noopener noreferrer nofollow"><img style="aspect-ratio:949/391;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_28_111211_png_e3bdacd948.webp" alt="Screenshot 2025-11-28 111211.png" width="949" height="391"></a><figcaption>Change in Bitmine's Ethereum holdings this week. | Source: Arkham Intelligence</figcaption></figure><a href="https://stocktwits.com/symbol/BMNR/sentiment">BMNR’s stock</a> rose more than 8% in midday trade on Friday. On Stocktwits, retail sentiment around the Ethereum digital asset treasury (DAT) trended in ‘extremely bullish’ territory over the past day as chatter dipped to ‘normal’ from ‘high’ levels.&nbsp;Meanwhile,&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> rose 1.45% over the last 24 hours, climbing back above $3,000. On Stocktwits, retail sentiment around the leading altcoin continued to trend in ‘bearish’ territory as chatter dipped to ‘low’ from ‘normal’ levels.<h2 class="st-heading-2">Tom Lee Predicts Ethereum Bull Run By January</h2>In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=Nt6wJUBO0K8">podcast</a> earlier this week, Lee stated that the drop in Ethereum’s price during the crypto sell-off wasn’t a sign of weakness, but a deliberate shakeout before a major rally.&nbsp;He predicted that Ethereum’s price could dip as low as $2,500 in the short run, but sees the potential for a three- to four-times surge toward $7,000 to $9,000 by January. Lee characterized the decline from $4,800 to $2,800 as a “forced washout” and argued that the setup improves if prices “bleed lower” before a reversal.He added that Bitmine’s strategic advisor, Tom DeMark, shares the view that the recent sell-off was an “engineered liquidation,” not a structural breakdown. DeMark was brought on board in mid-November to “optimize” Bitmine’s Ethereum accumulation.&nbsp;<h2 class="st-heading-2">Ethereum Gas Limit</h2>The market is also bullish on Ethereum after co-founder Vitalik Buterin said that gas limits for the network are expected to&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/vitalik-buterin-says-ethereum-gas-limit-will-continue-to-grow/cL53YtgREWj">keep rising</a>, but in a more ‘targeted’ fashion, going forward. The network recently doubled its block gas limit to 60 million, up from 30 million a year ago.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-could-rally-toward-100-000-cifr-wulf-impressive-after-crypto-sell-off/cL5adDMRELK">Bitcoin Could Rally Toward $100,000 – CIFR, WULF ‘Impressive’ After Crypto Sell-Off, Analyst Reportedly Says</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tom Lee’s Bitmine Just Bought $44 Million Of Ethereum, Bringing Weekly Total To $185 Million – BMNR Stock Climbs Amid ETH Recovery

BMNR’s stock gained more than 8% on Friday with retail sentiment on Stocktwits in ‘extremely bullish’ territory.

Bitmine Immersion Technologies, Inc. is a technology company focused on acquiring, holding, and actively managing ETH as its primary treasury reserve asset. It prioritizes digital ecosystem services, such as consultancy and advisory works. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

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The S&P 500 is modestly lower so far in December, putting the Santa Claus rally in question. The Santa Claus rally refers to the market’s tendency to rise in the final weeks of the year—what do you expect from December 16 through December 31?

What do you expect the S&amp;P 500’s total return to be in the second half of December?

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What do you expect the S&P 500’s total return to be in the second half of December?

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