Fundstrat’s head of research, Tom Lee, is making a bold call on Ethereum (ETH), predicting that the second-largest crypto by market cap will erupt by 30x in just a few years. Speaking at the Paris Blockchain Week, Lee says Ethereum is in the middle of a massive consolidation that history suggests is the setup for an explosive move higher. “You take a look at Ethereum’s chart over the last 10 years, I think it’s going through a major consolidation, a massive consolidation. In the first consolidation, Ethereum went on to rise by 220 times. And then the consolidation that ended…
Author: Henry Kanapi
The crypto analytics firm Santiment says massive Bitcoin exchange-traded funds (ETFs) outflows are historically bullish for BTC. In a new post on X, Santiment says that while the hundreds of millions of dollars that left Bitcoin ETFs on Monday look alarming, the data tells a story that runs directly counter to what most investors assume. “Bitcoin ETFs combined for a total of -$297.3 million in outflows on Monday, a huge surge that indicated retail panic. Below on this Santiment chart, we’ve highlighted: Major BTC ETF inflow days, corresponding with times you can take profit successfully Major BTC ETF outflow days, corresponding…
The co-founder of the venture capital giant Andreessen Horowitz (a16z) says AI is making it harder than ever to verify identity, proving that blockchain infrastructure is no longer optional. In a new interview with Alex Rampell, Ben Horowitz says AI is creating an identity crisis that will touch every corner of digital life, from social media and dating apps to video calls and government payments. According to Horowitz, crypto is in a unique position to solve the problems created by AI. “So I do think it starts with the problems that AI causes… First is just, are you a human…
A new financial industry survey shows that payment fraud remains a persistent and growing threat to US firms, but only a few are using the best tool to stop it. In its 2026 AFP Payments Fraud and Control Survey Report, the Association for Financial Professionals finds that 76% of firms in the US experienced attempted or actual payments fraud last year. The survey, which was underwritten by Truist Bank to poll 465 treasury practitioners representing US organizations of varying sizes and industries, also finds that about three-quarters of businesses were impacted by business email compromise (BEC) last year. Even though…
A new study is raising fresh concerns about what happens to the human brain when it leans too heavily on AI, and the findings are striking for how quickly the damage begins. In the study, titled AI Assistance Reduces Persistence and Hurts Independent Performance, researchers from MIT, the University of Oxford, Carnegie Mellon University and UCLA conducted a series of randomized controlled trials involving 1,222 participants across a variety of tasks, including math and reading comprehension. They find that while AI helps make people perform better in the moment, it makes them significantly worse at solving problems on their own and…
Goldman Sachs has filed with the Securities and Exchange Commission (SEC) for a new fund that would give investors exposure to Bitcoin (BTC), but with significantly less volatility and a built-in income stream. In a Form N-1A Registration Statement, the bank says its Goldman Sachs Bitcoin Premium Income ETF will invest at least 80% of its net assets in investments that provide exposure to Bitcoin. Rather than holding Bitcoin directly, the fund will purchase shares of Spot Bitcoin ETPs, or exchange-traded products that track the real-time spot price of Bitcoin and trade on regulated securities exchanges. The fund will also…
A veteran Wall Street investor and market strategist is making a bold call on Bitcoin (BTC), going as far as to stake his reputation on it. In a new CNBC interview, former Morgan Stanley managing director Jordan Visser says he expects the largest cryptocurrency by market cap to soar to much higher levels the next time he appears on the program. “I’ll put my neck out on the line here and say the next time I see you, Bitcoin will be significantly higher.” Visser says his conviction is based on three converging factors, creating a rare alignment that will likely power…
Billionaire venture capitalist Chamath Palihapitiya says AI is permanently altering how stocks are valued, and that investors who ignore the shift do so at their own peril. In a new post on X, Palihapitiya reacts to new Morgan Stanley data showing that the S&P 500’s price-to-earnings multiple has fallen 18%, even as forward earnings growth trends higher. While some analysts interpret the divergence as a bullish signal, suggesting that stocks are undervalued, Palihapitiya believes the combination indicates that the market is now less willing to pay a premium for future profits. “I struggle to see a transient explanation — meaning…
JPMorgan Chase CEO Jamie Dimon says the US is on a solid footing, boosted by more than $1 trillion in combined economic tailwinds. In JPMorgan Chase’s first-quarter 2026 earnings press release, Dimon says the US economy remains strong despite mounting uncertainties from multiple fronts. “The US economy remained resilient in the quarter, with consumers still earning and spending and businesses still healthy. Several tailwinds are supporting this resiliency, including increased fiscal stimulus, the benefits of deregulation, AI-driven capital investment and the Fed’s asset purchases.” In his Annual Letter to Shareholders, Dimon put specific figures behind each tailwind. Looking at fiscal…
Ed Yardeni, president of Yardeni Research, doubles down on his call that the recent equity sell-off has run its course, and those who are waiting for much lower levels will likely be disappointed. In a new CNBC interview, Yardeni points to a specific date as the turning point for US equities. He also says the upcoming earnings season will confirm the resilience of both corporate profits and the broader US economy. “The March 30th low, I think, was it for this pullback. It turned out to be a correction for the NASDAQ, but not for the S&P 500. But, you know,…
