# Nasdaq İlgili Makaleler

HTX Haber Merkezi, kripto endüstrisindeki piyasa trendleri, proje güncellemeleri, teknoloji gelişmeleri ve düzenleyici politikaları kapsayan "Nasdaq" hakkında en son makaleleri ve derinlemesine analizleri sunmaktadır.

Cross-Border Payment Giant Wise Lands on NASDAQ

Fintech company Wise has successfully listed its A-class shares on the Nasdaq stock exchange under the ticker "WSE," while maintaining its secondary listing on the London Stock Exchange. This move, more of a primary listing transfer to the US than a traditional IPO, reflects Wise's strategic shift to be closer to a key growth market, attract a broader investor base, and support its business evolution. Founded in London by two Estonians to solve personal pain points with costly and opaque international bank transfers, Wise initially grew as TransferWise by offering faster, cheaper, and more transparent currency exchange and cross-border payments. It has since expanded beyond a simple transfer tool into a comprehensive global financial services platform, offering multi-currency accounts, business services, debit cards, and the Wise Platform, which provides its infrastructure to banks and other institutions. Wise's latest fiscal year data highlights its scale: $243 billion in cross-border transaction volume, $39 billion in customer balances, and nearly 19 million customers. The company continues to emphasize its low average fee of 0.52% and fast transaction speeds, with 75% of payments arriving within 20 seconds. The Nasdaq listing aligns with Wise's ambitions in the US market, where it aims to grow its consumer and business user base and, critically, deepen partnerships with American banks through Wise Platform. To further strengthen its US operations, Wise is reportedly seeking a national trust bank charter and a Federal Reserve master account to gain more direct control over USD payment flows. The transition also involved corporate governance discussions, as the move was approved alongside an extension of its dual-class share structure, which grants founders enhanced voting rights. In summary, Wise's Nasdaq debut marks its transition from a disruptive money transfer startup into a major global payments network player. Its future growth will be tested on its ability to scale its platform business, execute its US strategy, and maintain profitability and governance standards under the scrutiny of public markets.

marsbit2 gün önce 01:18

Cross-Border Payment Giant Wise Lands on NASDAQ

marsbit2 gün önce 01:18

Cross-Border Payments Giant Wise Lists on NASDAQ

Cross-border payment giant Wise has successfully transitioned its primary listing to Nasdaq (ticker: WSE), retaining a secondary listing in London. Starting trading on May 11, 2026, the company opened at $15.40, up approximately 6.21%. With a market valuation around $15.5 billion, this move signifies Wise's evolution from a low-cost international money transfer tool into a comprehensive global financial services platform. Founded by Taavet Hinrikus and Kristo Käärmann to solve personal frustrations with expensive and opaque bank fees, Wise (formerly TransferWise) pioneered transparent, low-cost foreign exchange and transfers. For its fiscal year ending March 31, 2026, Wise reported $243 billion in cross-border transaction volume, $39 billion in customer balances, $1.9 billion in transaction revenue, and $2.5 billion in net revenue, serving nearly 19 million personal and business customers. The strategic shift to a US primary listing aims to deepen investor reach, enhance liquidity, and align with the United States as a critical growth market. It supports Wise's broader business narrative, which now encompasses multi-currency accounts, business solutions, debit cards, and especially its B2B offering, Wise Platform. This platform allows banks and financial institutions like Itaú and Nubank to integrate Wise's payment infrastructure, with a long-term goal for it to drive over 50% of cross-border volume. Concurrently, Wise is strengthening its US operational capabilities, including applying for a national trust bank charter and a Federal Reserve master account to gain greater control over USD payment flows. While Wise facilitates payments into China via partners like Alipay, outbound RMB services rely on collaboration with licensed local payment institutions, adhering to regional regulations. The listing process included a controversial proposal to extend a dual-class share structure, highlighting governance challenges as the company balances founder influence with public market accountability. Moving forward, Wise must demonstrate to US investors that its low-fee model is sustainable and scalable, that Wise Platform can drive significant growth, and that its global compliance and network infrastructure can support its ambition to become an integral part of the worldwide money movement landscape.

链捕手2 gün önce 01:15

Cross-Border Payments Giant Wise Lists on NASDAQ

链捕手2 gün önce 01:15

Surging 108% on Debut! The Biggest AI Dark Horse of 2026 is Born, Altman Profits 'Passively' Again

Cerebras, an AI chip company known for its wafer-scale "dinner plate-sized" WSE-3 processor, completed a landmark IPO on the NASDAQ in 2026. Its shares surged 108% on the first day of trading, with the valuation reaching approximately $100 billion at its peak. The offering raised $5.55 billion, marking one of the largest U.S. tech IPOs since Uber in 2019. The company's dramatic turnaround was a key driver, moving from a $482 million loss to a $238 million profit in 2025, with revenue growing 76% to $510 million. Major new contracts, including a multi-year deal with OpenAI potentially worth over $20 billion and a deployment agreement with AWS, boosted investor confidence. Founder Andrew Feldman emphasized to investors the coming explosion in AI inference demand, the viability of non-GPU compute, and the perceived overestimation of NVIDIA's CUDA ecosystem moat. The IPO created substantial returns for early investors like Foundation Capital (76x return) and Benchmark (12x return). OpenAI, through a strategic agreement linked to future compute purchases, secured an estimated $1.8 billion in paper gains, while Sam Altman's personal 2017 investment grew roughly tenfold to around $30 million. Cerebras' success is positioned as the opening act for a wave of massive AI-focused IPOs expected in 2026, including potential listings from SpaceX (targeting a $1.75 trillion valuation), OpenAI ($1 trillion), and Anthropic ($900 billion), collectively representing over $3 trillion in potential market value. The article concludes that these moves signal capital is placing foundational bets on the immense compute infrastructure required for the future development of Artificial Superintelligence (ASI).

marsbit2 gün önce 11:20

Surging 108% on Debut! The Biggest AI Dark Horse of 2026 is Born, Altman Profits 'Passively' Again

marsbit2 gün önce 11:20

BIT Research: If It Followed Nasdaq, Bitcoin Should Be Close to $140,000

BIT Research: Bitcoin Price Analysis Under Inflation Re-pricing The market is currently undergoing a macro adjustment phase dominated by inflation re-pricing. Analysis suggests that if Bitcoin had continued to follow Nasdaq's trajectory, its theoretical price would be near $140,000. However, a significant divergence between the two assets has emerged since October 2025. The core reason is the resurgence of US inflation, which has led to a reversal in market expectations for the Federal Reserve's rate-cut path. Recent data shows US CPI rising to 3.8% and PPI to 6.0%, prompting markets to scale back expectations for 2026 rate cuts. For Bitcoin, the previous supportive narrative of anticipated loose liquidity is weakening. Concurrently, escalating tensions involving Iran have driven oil prices up approximately 40% since late February 2026, heightening inflation concerns through rising energy costs. While the market currently views this inflation surge as a temporary pressure point, the interplay between energy, interest rates, and risk appetite is prompting a reassessment of the potential for a prolonged high-rate environment. In this context, Bitcoin has begun to underperform tech stocks, which can benefit from nominal inflation. The divergence stems from a key distinction: Bitcoin's past rallies were driven by loose liquidity and rate-cut expectations, not inflation itself. As a long-duration asset, Bitcoin is highly sensitive to interest rate paths. When expectations for rate cuts are withdrawn, its valuation faces pressure. Unlike equities, which can benefit from increased nominal revenues and reduced real debt burdens during inflation, Bitcoin possesses neither debt that inflates away nor cash flows that expand with inflation, offering no direct structural benefit from rising prices. Looking ahead, the critical question is whether high inflation will force the Fed to maintain elevated rates for longer. The BIT model anticipates US CPI could potentially rise further to 6.0%. Additionally, factors like AI infrastructure expansion—driving data center construction and power demand—may sustain energy price pressures and extend the period of above-target inflation. In such an environment, tech stocks gain from order growth and improved earnings expectations, while Bitcoin remains susceptible to high-rate pressure. In summary, the current shift does not invalidate Bitcoin's long-term thesis but reflects a market re-evaluation of interest rate and liquidity paths amid resurgent inflation. In the short term, a high-inflation environment may continue to suppress Bitcoin's performance relative to Nasdaq. This represents a slowdown in its upward momentum rather than a bearish turn. Bitcoin could regain support once markets begin to reprice expectations for future liquidity easing.

marsbit2 gün önce 10:07

BIT Research: If It Followed Nasdaq, Bitcoin Should Be Close to $140,000

marsbit2 gün önce 10:07

Buying BTC is Not as Good as Buying Nasdaq, and This Statement Has an Expiration Date

The article, titled "Investing in Bitcoin Has an Expiration Date", discusses the recent narrative on social media that investing in U.S. tech stocks (like the Nasdaq 100) has been far superior to investing in Bitcoin. This sentiment is fueled by performance comparisons showing the Nasdaq 100 significantly outperforming Bitcoin over a specific five-year window starting in late 2021. However, the author argues that such comparisons are highly sensitive to the chosen timeframe. By shifting the starting point to other key market moments—like the COVID-19 bottom (March 2020), the FTX collapse bottom (November 2022), or the pre-Bitcoin ETF approval period (January 2024)—Bitcoin's returns often match or dramatically exceed those of the Nasdaq 100. The popular Reddit chart essentially cherry-picks a period that started near a Bitcoin cycle high and just before the massive AI-driven rally in tech stocks. The core difference lies in their asset structures. The Nasdaq 100, backed by corporate earnings, exhibits a steadier long-term upward trend. Bitcoin is a highly cyclical asset with extreme volatility, where returns are drastically different depending on where in its bull/bear cycle an investment is made. The article notes Bitcoin often acts like a leveraged version of the S&P 500, magnifying both gains and losses. Currently, Bitcoin is in a "cyclically undervalued zone," having corrected ~37% from its October 2025 peak while the Nasdaq hits new highs. Historically, peak narratives about stocks beating Bitcoin have often coincided with Bitcoin nearing cyclical lows, as seen before its major rally from late 2022. The conclusion is that declaring one asset permanently superior to another is statistically flawed; performance is entirely dependent on timing. The real challenge for investors is not picking the "better" asset, but mastering entry and exit timing.

marsbit05/14 08:34

Buying BTC is Not as Good as Buying Nasdaq, and This Statement Has an Expiration Date

marsbit05/14 08:34

US Stock Registration Giant Acquired by Cryptocurrency Exchange, Accelerating Stock Tokenization

Bullish (NYSE: BLSH), a crypto asset trading platform, announced a $4.2 billion acquisition of Equiniti, a major Wall Street transfer agent serving nearly 3,000 public companies. This move aims to accelerate stock tokenization by securing a critical, regulated piece of financial infrastructure that maintains official shareholder records and handles dividends. The deal signals intensifying competition in the tokenization race. True "native" on-chain securities require a licensed transfer agent for legal ownership registration—a bottleneck Bullish now aims to solve. The acquisition positions Bullish to bridge traditional equity markets with blockchain, leveraging Equiniti's extensive client network and compliance credentials. This follows recent key developments: ICE (NYSE's parent) plans a new tokenized securities platform, and the SEC approved Nasdaq's tokenized stock pilot. Bullish's strategy is to establish a neutral, cross-platform infrastructure ahead of these initiatives. The combined company expects high growth from its tokenization business, targeting the vast U.S. equity market. The narrative is shifting from "crypto vs. Wall Street" to convergence, where legacy infrastructure is upgraded onto blockchain rails. The next 18 months will be crucial for observing the rollout of NYSE's platform, Bullish-Equiniti integration, and the broader adoption of tokenized securities by institutions.

marsbit05/09 09:52

US Stock Registration Giant Acquired by Cryptocurrency Exchange, Accelerating Stock Tokenization

marsbit05/09 09:52

US Stock Transfer Agent Leader Acquired by Crypto Exchange, Accelerating Stock Tokenization

Crypto exchange Bullish announces $4.2 billion acquisition of Equiniti, a major Wall Street transfer agent. This deal, occurring amidst a heated race for tokenizing traditional securities, targets the core of stock ownership records. Equiniti maintains shareholder registries for nearly 3,000 public companies, including giants like Berkshire Hathaway, handling dividends and corporate actions. The strategic move aims to bridge legacy finance with blockchain by securing the critical "system of record" needed for legally compliant, native tokenized stocks, rather than derivatives. The acquisition follows rapid 2026 developments: ICE (NYSE parent) announcing a 24/7 tokenized securities platform, SEC approving Nasdaq's tokenized stock pilot, and NYSE partnering with Securitize. Bullish, led by ex-NYSE president Tom Farley, positions itself as a neutral infrastructure player by owning Equiniti's extensive client network and regulatory licenses across multiple exchanges. The combined entity projects 20% annual growth for its tokenization business. This signals a convergence of crypto and traditional finance, where control over foundational infrastructure like transfer agencies will define the next era of capital markets, enabling real-time settlement, fractional trading with stablecoins, and global accessibility.

链捕手05/09 09:44

US Stock Transfer Agent Leader Acquired by Crypto Exchange, Accelerating Stock Tokenization

链捕手05/09 09:44

GSR Launches Multi-Asset Crypto ETF With Staking Yields

GSR, an institutional crypto trading platform, has launched its first crypto exchange-traded fund, the Crypto Core3 ETF (BESO), which began trading on Nasdaq. The fund provides exposure to Bitcoin, Ethereum, and Solana and offers staking yields, along with a dynamic allocation strategy to maximize returns. On its first trading day, BESO saw approximately $4.8 million in activity. The ETF charges a 1% management fee and will rebalance its allocations weekly based on research-driven signals. GSR, founded by ex-Goldman Sachs traders, aims to reach more investors through this entry into the crypto ETF market, which has seen growing interest from major financial firms like Morgan Stanley and Goldman Sachs.

TheNewsCrypto04/23 11:36

GSR Launches Multi-Asset Crypto ETF With Staking Yields

TheNewsCrypto04/23 11:36

From "Silicon Valley's Sacred Shoes" to "GPU Computing Power": The Absurdity and Logic Behind Allbirds Renaming to NewBird AI

From "Silicon Valley's Favorite Shoe" to "GPU Computing Power": The Absurdity and Logic Behind Allbirds' Rebranding to NewBird AI On April 15, Allbirds, the maker of merino wool running shoes, announced a radical pivot from footwear to AI compute, rebranding as "NewBird AI." The move triggered a 582% surge in its stock price the same day. This followed the sale of its shoe business for $39 million—a fraction of its $4 billion IPO valuation in 2021. Allbirds rose to fame in 2016 with its comfortable, eco-friendly minimalist shoes, becoming a status symbol in tech circles. But after rapid expansion and failed attempts to attract Gen Z, revenue declined, losses mounted, and its value plummeted. By early 2026, all its U.S. stores had closed. Now, under CEO Joe Vernachio, the company is attempting a reboot. It secured $50 million in convertible notes from an undisclosed investor to purchase high-performance GPUs and offer "GPU-as-a-service" to AI developers. The company cites real market shortages in compute capacity, but questions remain about how a $50 million entry can compete in a capital-intensive industry dominated by giants like NVIDIA and CoreWeave. The move echoes past market frenzies, such as Long Island Iced Tea’s pivot to blockchain in 2017—a hype-driven strategy that ended in delisting and SEC action. While AI compute demand is real, NewBird AI’s operational capacity and execution plan remain unproven. The timing is suggestive: the stock soared based on a narrative, before any shareholder vote or operational results. The company plans a special dividend in Q3, raising questions about who benefits from the short-term market enthusiasm. NewBird AI exemplifies a broader trend: companies with broken business models turning to AI for revival. Whether this is a legitimate transformation or a market play remains to be seen.

marsbit04/16 04:52

From "Silicon Valley's Sacred Shoes" to "GPU Computing Power": The Absurdity and Logic Behind Allbirds Renaming to NewBird AI

marsbit04/16 04:52

Short-Term Rebound or Bull Market Return? What Do Traders Think?

The S&P 500 has rebounded nearly 10% from its March 27 low, with the Nasdaq posting a 10-day winning streak—its longest since 2021. Bitcoin surged past $76,000, and crypto-related stocks rallied. The market is showing a V-shaped recovery, but the question remains: is this a true bull market return or just a short-term rebound? Bullish analysts, including Tom Lee and Ed Yardeni, argue the bottom is in. Lee cites the U.S.-Iran ceasefire as a key factor, while Yardeni maintains a year-end S&P 500 target of 7700, stating "pessimism is now out of style." Goldman Sachs labels this a "marathon expansion," expecting a 12% earnings growth to form a "fundamental bottom," with AI driving nearly 40% of S&P 500 earnings growth. Morgan Stanley notes that bull markets in their fourth year historically deliver positive returns, with AI-driven productivity gains yet to fully diffuse. Bearish voices, led by Bank of America’s Michael Hartnett, caution that true market lows require extreme pessimism, which is absent now. Cash levels are low at 4.3%, and institutional investors remain overweight on stocks. Hartnett warns that oil’s 60% rise since the Iran war could hurt profits more than inflation data suggests. Goldman’s trading desk also views the rally as a technical rebound, not a trend, pending real-world oil shipping data from the Strait of Hormuz. Piper Sandler’s Michael Kantrowitz has stopped issuing year-end targets due to high uncertainty. The divide is clear: bulls see a fundamentals-driven bull run with earnings growth and geopolitical de-escalation, while bears see a sentiment-driven bounce with weak inflows—equity funds saw $15.4 billion in outflows last week. The key variable is the U.S.-Iran talks; a ceasefire extension could solidify the rally, but failure may trigger a drop. As Hartnett warns, "investors should not mistake a relief rally for a solution."

marsbit04/15 07:48

Short-Term Rebound or Bull Market Return? What Do Traders Think?

marsbit04/15 07:48

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