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Goldman Sachs Predicts: Global Stock Markets Expected to Deliver 11% Return Over Next 12 Months

Goldman Sachs Research forecasts an 11% total return (including dividends, in USD) for global equities over the next 12 months, anticipating the bull market to continue into 2026. This growth is expected to be primarily driven by corporate earnings and economic expansion, rather than further valuation increases, as current valuations are already at historical highs across major markets. The report, led by Chief Global Equity Strategist Peter Oppenheimer, highlights that diversification was a key theme in 2025 and will remain crucial in 2026. Last year, investors benefited from geographic diversification, with non-US markets outperforming. This trend is expected to continue, extending to style (growth vs. value) and sector diversification. While the market is in an "optimism" phase of the cycle, the AI-driven tech rally is not considered a bubble, as valuations for the largest companies remain below extreme historical levels. The analysts also suggest that investors look for alpha opportunities in non-tech sectors and companies benefiting from tech capital expenditure and the broader adoption of AI.

marsbit01/14 10:02

Goldman Sachs Predicts: Global Stock Markets Expected to Deliver 11% Return Over Next 12 Months

marsbit01/14 10:02

Solana: How Upexi’s $36 mln deal reinforces SOL’s fundamentals

Upexi's $36 million private deal with Hivemind Capital aims to expand its Solana (SOL) treasury, increasing its holdings to over 2.4 million SOL and making it the second-largest Solana Digital Asset Trust (DAT). The company’s market NAV premium of 1.17x reflects strong confidence in SOL’s fundamentals. Solana’s developer activity surged 73%, outpacing major cryptocurrencies like Ethereum and Binance Coin, while institutional inflows reached $33 million. This growth, driven by solid on-chain performance and ecosystem development, has contributed to SOL’s 16% price increase in 2026, reinforcing its appeal to institutional investors focused on long-term value.

ambcrypto01/14 10:01

Solana: How Upexi’s $36 mln deal reinforces SOL’s fundamentals

ambcrypto01/14 10:01

Falcon Finance Releases Research on Tokenized Gold, Matrixdock's XAUm Selected as One of the Top Five Gold Token Projects

Tokenized gold is emerging as a key asset class in the RWA (Real World Assets) sector, transitioning from proof-of-concept to structural development. Unlike other RWA forms, gold benefits from global pricing, deep liquidity, and established physical delivery standards, making it a critical test case for asset tokenization. Falcon Finance recently published a research report titled “The Digitalization of Bullion: A Deep Dive into Tokenized Gold and How to Earn from It,” which provides a comparative analysis of major tokenized gold projects. The study highlights five leading gold tokenization initiatives, including Matrixdock’s XAUm. XAUm, issued by Matrixport’s RWA platform Matrixdock, is backed by one troy ounce of LBMA-standard physical gold per token. The gold is stored in professional vaults in Singapore and Hong Kong, with ongoing disclosures and third-party verification to ensure transparency between reserves and token supply. The research underscores varied structural approaches in tokenized gold—covering asset backing, custody, and design—reflecting diverse use cases rather than absolute superiority. XAUm’s inclusion signifies its recognition as a structurally significant project in the global tokenized gold landscape, emphasizing real-asset backing and verifiability. As the market shifts from speculation to examining custody, structure, and long-term reliability, independent research like Falcon’s offers a framework for evaluating the evolution of tokenized gold.

marsbit01/14 09:55

Falcon Finance Releases Research on Tokenized Gold, Matrixdock's XAUm Selected as One of the Top Five Gold Token Projects

marsbit01/14 09:55

Who Controls the Revenue Lifeblood of the Crypto Industry?

The article analyzes the revenue dynamics of the crypto industry, which generated over $16 billion in revenue in 2025—double that of 2024. The largest revenue drivers are stablecoin issuers like Tether and Circle, which account for 60% of total industry revenue. However, decentralized perpetual exchanges (perp DEXs) such as Hyperliquid, EdgeX, Lighter, and Axiom emerged as a significant new sector, collectively contributing 7-8% of total revenue—more than established DeFi sectors like lending and staking combined. Three key factors drive crypto revenue: spread income (e.g., interest from stablecoin reserves), transaction execution (e.g., perp DEXs enabling high-frequency trading), and distribution channels (e.g., token launch platforms like pump.fun). The article notes that perp DEXs, with their frictionless trading and liquidity advantages, are the only sector potentially challenging stablecoin issuers' dominance. Additionally, the industry is shifting toward value transfer to token holders via mechanisms like buybacks, burns, and fee sharing. In 2025, $33.6 billion (58% of total fees) was returned to token holders, reinforcing tokens as economic ownership claims rather than mere governance tools. This trend is expected to accelerate in 2026, especially as falling interest rates reduce the appeal of spread-based revenue.

marsbit01/14 09:52

Who Controls the Revenue Lifeblood of the Crypto Industry?

marsbit01/14 09:52

Bitcoin jumps to $95K – Will the tariff ruling kill CPI-driven optimism?

Bitcoin surged to $95k following a lower-than-expected CPI report, triggering a major short squeeze with over $500 million in liquidations. However, the rally faces a critical test from an upcoming Supreme Court ruling on tariffs, which could introduce significant macro volatility and fiscal risk. On-chain data reveals that the current momentum is largely driven by speculative derivatives rather than spot accumulation, with new whales entering unrealized losses. While ETF demand remains strong, the market remains vulnerable to a potential liquidity event that could reverse recent CPI-driven gains.

ambcrypto01/14 09:47

Bitcoin jumps to $95K – Will the tariff ruling kill CPI-driven optimism?

ambcrypto01/14 09:47

Changpeng Zhao Backs Non-Custodial Trading Platform Genius Through YZi Labs

Changpeng Zhao (CZ), founder of Binance, is investing in Genius Trading, a non-custodial crypto trading platform, through YZi Labs family office. The investment, worth tens of millions of dollars, supports a platform designed to protect large DeFi traders from front-running and MEV attacks. Genius uses Multi-Party Computation (MPC) and a non-custodial design to conceal trades by breaking large orders into smaller pieces and using temporary wallets, ensuring privacy and execution secrecy. CZ’s backing signals a strategic shift toward on-chain trading and institutional privacy tools, positioning Genius as a potential game-changer in crypto trading.

TheNewsCrypto01/14 09:44

Changpeng Zhao Backs Non-Custodial Trading Platform Genius Through YZi Labs

TheNewsCrypto01/14 09:44

Bitwise CIO Defends Bitcoin In 401(k)s Amid Sen. Warren’s New Warning

Bitwise CIO Matt Hougan defends the inclusion of Bitcoin in 401(k) plans, arguing that restrictions are "ridiculous" and that Bitcoin's volatility is comparable to stocks like Nvidia. He highlights the Trump administration's pro-crypto shift and relaxed stances from major firms like Vanguard. Meanwhile, Senator Elizabeth Warren warns the SEC about risks, citing volatility, lack of transparency, and potential conflicts of interest. Despite her concerns, multiple U.S. lawmakers support efforts to expand crypto access in retirement accounts, including a proposed bill to codify Trump's executive order.

bitcoinist01/14 09:31

Bitwise CIO Defends Bitcoin In 401(k)s Amid Sen. Warren’s New Warning

bitcoinist01/14 09:31

Dialogue with Aster CEO: When CZ Knocks with 'Overwhelming Traffic', How Are We Preparing to Respond

Aster CEO Leonard discusses the project's explosive growth, challenges, and future vision in an exclusive interview. The conversation covers the recent "Human vs. AI" trading competition, where a key insight was that users inherently trust AI agents more for decentralized, trustless asset management due to their predictable, incentive-agnostic nature—a major focus for Aster's next development phase. The discussion then addresses the immense, sudden attention from CZ (Changpeng Zhao), who publicly disclosed holding over $2 million in Aster tokens. Leonard describes this a positive validation that brought both "sweet pressure" and a crash course in scaling under intense demand, ultimately forcing rapid improvements in UX and system stability. In the highly competitive Perp DEX arena, Leonard emphasizes that sustainable growth hinges on product excellence and building a closed-loop value flywheel: creating real value, having users pay for it, and effectively returning that value to token holders. Aster is also pioneering privacy with features like "Shield Mode," which offers private trading, extreme leverage, and a profit-sharing fee model. Its upcoming Aster Chain is framed not as a general-purpose ecosystem but as an "app-chain" meticulously built to optimize its core trading product's performance, transparency, and privacy features. Looking ahead to 2026, Leonard's key expectations are: greater adoption of on-chain privacy features, breakthroughs in AI-powered trustless asset management, and the expansion of perpetual contracts ("perps") to a much wider range of quantifiable assets, including prediction markets and novel indexes.

marsbit01/14 09:26

Dialogue with Aster CEO: When CZ Knocks with 'Overwhelming Traffic', How Are We Preparing to Respond

marsbit01/14 09:26

The Ghost of X.com, Musk's 25-Year Revenge

Elon Musk's 25-year quest to reclaim his original vision for X.com culminated in the acquisition and transformation of Twitter. In 1999, Musk invested his entire $22 million fortune from the sale of Zip2 into X.com, an ambitious online financial platform. The venture merged with Confinity (later PayPal), but Musk was ousted in a board coup while on his honeymoon. The X.com brand was discarded, leaving a "fishbone" of regret in Musk. His 2022 acquisition of Twitter was not primarily about free speech but about复仇 (revenge) for that early betrayal. He systematically rebranded it as X and began a gradual transformation from a microblogging site into an all-in-one "everything app." This involved introducing long-form content, enhanced video, creator monetization, and, most crucially, laying the groundwork for financial services. The key development is the "Smart Cashtags" feature, allowing users to embed asset tickers (e.g., $TSLA) in posts that link to real-time data and, ultimately, enable direct trading. This creates a seamless loop from seeing information to making a financial decision to executing a trade, all within X. To build trust for this financial future, Musk took the unprecedented step of open-sourcing the platform's algorithm. The article frames this as Musk finally realizing his 1999 vision, an idea validated by the success of Chinese super-apps like WeChat. The timing is now perfect, with mature mobile payments, crypto adoption, and shifting regulations. Musk's lifelong obsession with the letter "X" (SpaceX, Model X, xAI, his son's name) is presented as a unifying thread in his mission to control the flow of global capital and information, making X the central nervous system of the digital economy.

marsbit01/14 09:21

The Ghost of X.com, Musk's 25-Year Revenge

marsbit01/14 09:21

Is BNB Chain’s post-Fermi roadmap the ‘foundation’ for 2026?

The Fermi hardfork on BNB Chain has been activated, reducing block production time from 0.75 to 0.45 seconds, significantly speeding up transaction confirmations. According to Nina Rong, Executive Director of Growth at BNB Chain, this upgrade serves as a foundation for more ambitious 2026 plans, including a next-generation trading chain targeting near-instant confirmations and massive throughput while preserving decentralization. The upgrade places BNB among the top five fastest chains, with Solana being a key competitor. Although BNB reduced transaction costs to $0.005 in late 2025, it has since risen to $0.0918, still much higher than Solana’s $0.0038. In early 2026, SOL has outperformed BNB in price gains, with SOL rising 17% in two weeks compared to BNB’s 10%, giving SOL investors slightly better returns.

ambcrypto01/14 09:05