Blockonomi

TLDR:

Tether and Bitqik will host quarterly educational events in four major Laotian cities during 2026.

The initiative aims to educate over 10,000 people on Bitcoin, stablecoins, and blockchain technology.

Bitqik Academy will develop online content focusing on practical stablecoin applications and usage.

USD₮ is positioned as the most widely used stablecoin in Laos, driving the educational focus.

 

Tether has joined forces with Bitqik to launch a comprehensive educational program focused on Bitcoin and stablecoins in Laos. 

The partnership will deliver online learning materials and quarterly events in major cities throughout 2026. The initiative targets over 10,000 participants across the country. 

This collaboration aims to promote financial literacy and expand access to digital assets in the Laotian market.

Tether and Bitqik Collaborate to Promote Stablecoin Education in Laos
Learn more: https://t.co/Mbj5xto5ZL

— Tether (@tether) January 19, 2026

Building Financial Knowledge Through Strategic Partnership

Bitqik operates as a licensed digital asset exchange in Laos. The platform provides brokerage and trading services for cryptocurrencies and other digital assets. 

Users can send and receive cryptocurrency through the exchange’s infrastructure. The company maintains that decentralized digital currencies can reshape the global economy. This vision aligns with Tether’s broader mission in the digital asset space.

The collaboration centers on educating the Laotian market about USD₮ and stablecoin functionality. Bitqik will create online educational content for students to promote responsible digital asset use. 

The program emphasizes practical applications of blockchain technology. Communities, students, and entrepreneurs represent the primary target audience for these initiatives.

The educational framework includes quarterly events in four central cities. Vientiane, Pakse, Vang Vieng, and Luang Prabang will host these gatherings. 

Each event will focus on real-world use cases for stablecoins. Participants will gain knowledge and skills to engage with the digital economy. The program combines seminars, roadshows, and online content to reach diverse audiences.

Paolo Ardoino, CEO of Tether, stressed the importance of understanding alongside access. “Financial inclusion is not only achieved by access but by having a clear understanding,” Ardoino said. 

He added that the collaboration reflects Tether’s commitment to grassroots education and empowering communities in Laos. “By bridging knowledge gaps, expanding access to education, and combining real-world use cases for stablecoins, we are helping to build a more resilient, inclusive, and opportunity-driven financial future,” he stated.

Expanding Digital Asset Access Across Laos

Virasack Viravong, CEO of Bitqik, expressed enthusiasm about the partnership. “Bitqik is very pleased to collaborate with Tether, the largest company in the digital asset industry,” Viravong said. 

He explained that the Bitqik Academy will organize activities to promote blockchain technology and digital assets. The curriculum will cover Bitcoin investment and stablecoin usage, with particular emphasis on USD₮.

Viravong noted that USD₮ represents the most widely used stablecoin in the Lao market. “This collaboration will provide Lao people with greater access to digital assets through various activities throughout 2026,” he stated. The program will extend throughout the year with diverse educational initiatives.

The initiative positions USD₮ for broader adoption across digital finance channels in Laos. Education forms the foundation for increased stablecoin usage. 

The program combines theoretical knowledge with practical demonstrations. This approach helps participants understand how to integrate digital assets into daily transactions.

The partnership reflects growing interest in blockchain education across Southeast Asia. Financial inclusion requires both access and comprehension of digital tools. 

By focusing on education, the initiative addresses fundamental barriers to adoption. The program aims to create lasting change through knowledge transfer and skill development.

.

The post Tether Partners with Bitqik to Advance Stablecoin Education in Laos appeared first on Blockonomi.

TLDR:

ONDO consolidates at $0.34 near critical $0.32-$0.20 demand zone after 85% decline from ATH peak

Whale orders dominate $0.35-$0.40 range as 90-day CVD rises showing buy pressure exceeds selling

CryptoPatel targets $0.70 to $10 expansion if 1.94B token unlock supply gets absorbed by market

Bullish thesis remains valid above $0.20 weekly close with invalidation triggering below this level

 

ONDO trades at $0.34 near a major weekly demand zone following an 85% decline from its all-time high. 

The RWA token faces a crucial test as on-chain metrics suggest smart money positioning ahead of a potential altcoin season rally. 

Market structure indicates price consolidation between $0.32 and $0.20 could serve as foundation for sustained upward momentum.

Technical Structure Points to Macro Bottom Formation

The token confirmed bearish divergence at $2.14, marking its macro top before entering a prolonged correction phase. 

Price broke down and retested the $0.73–$0.80 support level, which has now flipped to resistance. 

Higher timeframe demand exists between $0.30 and $0.20, with technical analysis suggesting a possible final retracement into the bullish order flow zone of $0.32–$0.20.

ONDO maintains a bullish bias while trading above the $0.20 level on higher timeframe closes. The current consolidation zone represents a potential accumulation area before the next major move. 

Crypto analyst CryptoPatel identifies stealth accumulation patterns despite weak price action in recent weeks.

CryptoPatel outlined specific price targets at $0.70, $1, $2, and an extended range of $5–$10 for the RWA token. 

$ONDO ALTSEASON SETUP | 5,000%+ EXPANSION IF MACRO DEMAND HOLDS#ONDO is trading at a major weekly demand zone after an ~85% correction from ATH, while on-chain data confirms stealth accumulation despite weak price action.

Technical Structure:
Bearish divergence confirmed at… pic.twitter.com/jTp5cuisKF

— Crypto Patel (@CryptoPatel) January 19, 2026

These projections depend on the market’s ability to absorb upcoming supply pressures. The analyst’s framework suggests a multi-phase expansion if macro conditions support risk-on crypto positioning during the anticipated altcoin season.

On-Chain Data Reveals Strategic Accumulation Before Major Unlock

On-chain analysis shows whale spot orders dominating order flow between $0.35 and $0.40. The 90-day cumulative volume delta continues rising, indicating buy pressure exceeds sell pressure at current levels. Taker-buy dominance further confirms smart money positioning ahead of market catalysts.

A major token unlock of 1.94 billion ONDO occurred on January 18, 2026, presenting both risk and opportunity for traders. 

The market’s response to this supply injection will determine whether accumulation patterns translate into sustained price appreciation. 

Historical precedent shows tokens often establish bottoms around major unlock events when demand remains robust.

The $0.32–$0.20 zone may represent the final accumulation opportunity before ONDO enters its next expansion phase. 

RWA narratives continue gaining traction as institutional interest in tokenized real-world assets grows. However, the setup carries clear invalidation parameters with a weekly close below $0.20 negating the bullish thesis entirely.

The post ONDO Tests Critical Demand Zone at $0.34 With Analyst Targeting 5,000% Expansion appeared first on Blockonomi.

TLDR:

Bitcoin’s Stablecoin Supply Ratio experienced its sharpest decline this cycle during the recent correction. 

The SSR drop reveals Bitcoin’s market cap fell faster than stablecoin supply, creating a liquidity imbalance. 

Historical patterns show similar SSR declines often coincide with market bottom formations and reversals. 

Stablecoin market cap growth must continue for recovery, as declining supply would signal deeper concerns.

 

Bitcoin’s recent correction has triggered the sharpest decline in the Stablecoin Supply Ratio this cycle. Market analysts view this metric as a critical indicator of liquidity deployment and potential price bottoms. 

The ratio compares Bitcoin’s market capitalization against available stablecoin value, revealing imbalances between buying power and current valuations. 

This technical development emerges amid heightened geopolitical tensions and trade uncertainties affecting global markets.

Sharp SSR Decline Indicates Liquidity Imbalance

The Stablecoin Supply Ratio experienced its most aggressive drop during Bitcoin’s latest price correction. 

This metric tracks the relationship between BTC’s total market cap and the aggregate value of stablecoins circulating in the market. 

When Bitcoin’s valuation falls faster than stablecoin supply contracts, the ratio drops sharply.

According to market observer Darkfost on X, Bitcoin’s market cap declined much more aggressively than stablecoin market cap during the recent downturn. 

This divergence creates a measurable gap between available liquidity and Bitcoin’s current price level. The analyst noted that such periods historically coincide with market bottom formations.

Stablecoins are another key aspect of demand that I continue to monitor. There is a clear relationship between market trends and the market cap of stablecoins.

When stablecoins are expanding rapidly and their market cap is growing strongly, this is often associated with a… pic.twitter.com/Nw5w3aYBFo

— Darkfost (@Darkfost_Coc) January 19, 2026

The ratio’s sharp decline suggests Bitcoin may be undervalued relative to available buying power. Rising SSR values typically signal weakening demand as Bitcoin’s price grows faster than stablecoin reserves. 

Conversely, falling SSR readings indicate that stablecoins represent a larger pool of potential purchasing power compared to Bitcoin’s market size.

Stablecoin Market Cap Growth Remains Critical Factor

Stablecoin market capitalization serves as a proxy for incoming liquidity in cryptocurrency markets. 

When stablecoin supply expands rapidly, it often correlates with positive market phases and increased trading activity. This growth reflects capital entering the ecosystem and waiting for deployment opportunities.

Market participants now need to observe whether the SSR begins climbing from current levels. Such movement would confirm that stablecoins are being actively deployed to purchase Bitcoin and other digital assets. 

The transition from stablecoin accumulation to active deployment marks a shift in market dynamics.

However, current macro conditions present additional risk factors that require careful monitoring. Geopolitical tensions and trade conflicts create uncertainty that could disrupt normal market patterns. 

Analysts stress the importance of tracking whether stablecoin market caps maintain their growth trajectory or begin contracting. 

A decline in stablecoin supply alongside Bitcoin’s correction would signal a more concerning liquidity withdrawal from the market.

The current setup presents a potential inflection point where available stablecoin liquidity could support price recovery. 

Market watchers continue evaluating whether this technical indicator will play out as it has in previous cycles.

 

The post Bitcoin Stablecoin Supply Ratio Hits Cycle Low as Liquidity Imbalance Signals Potential Bottom appeared first on Blockonomi.

TLDR:

NYSE’s platform enables continuous trading with instant settlement using blockchain and stablecoin funding.

Tokenized shares maintain fungibility with traditional securities while preserving governance and dividend rights.

ICE collaborates with BNY and Citi to support tokenized deposits across clearinghouses for 24/7 operations.

Platform combines NYSE’s Pillar matching engine with multi-chain settlement pending regulatory approvals.

 

The New York Stock Exchange has revealed plans to build a platform dedicated to trading and settlement of tokenized securities on blockchain networks. 

The initiative, pending regulatory approval, marks a significant expansion of traditional market infrastructure into digital asset territory. 

The platform will leverage NYSE’s Pillar matching engine alongside blockchain-based post-trade systems to enable round-the-clock operations and instant settlement capabilities.

24/7 Trading Operations with Blockchain Infrastructure

The NYSE platform introduces several operational changes to conventional securities trading. Trading will operate continuously without traditional market hours. 

Settlement occurs instantly rather than following the standard two-day cycle. Additionally, investors can place orders denominated in dollar amounts instead of share quantities. The system accepts stablecoin funding mechanisms for transactions.

Today, NYSE is proud to announce the development of a platform for trading and on-chain settlement of tokenized securities.

NYSE’s new digital platform will enable tokenized trading experiences, including 24/7 operations, instant settlement, orders sized in dollar amounts, and…

— NYSE (@NYSE) January 19, 2026

The platform’s technical architecture combines proven exchange technology with distributed ledger systems. 

NYSE’s Pillar matching engine handles order execution while blockchain networks manage settlement and custody functions. 

The design supports multiple blockchain networks for flexibility. This hybrid approach maintains established trading protocols while incorporating digital asset capabilities.

Tokenized shares on the new venue will maintain fungibility with traditionally issued securities. Shareholders retain standard corporate governance rights and dividend entitlements. 

The platform will also support securities issued natively as digital tokens. All qualified broker-dealers receive nondiscriminatory access under the proposed market structure.

Clearing Infrastructure Evolution Beyond Securities

Intercontinental Exchange, NYSE’s parent company, extends its digital strategy across clearing operations. The company prepares its clearinghouse network to accommodate continuous trading cycles. 

ICE operates six clearing houses globally, including facilities for energy products and credit default swaps. These institutions process trillions of dollars in transactions annually.

BNY and Citi collaborate with ICE on tokenized deposit systems across clearinghouses. These arrangements allow clearing members to transfer funds outside conventional banking hours. 

Margin requirements can be met across different time zones and jurisdictions. The tokenized collateral framework addresses operational constraints of traditional settlement windows.

Lynn Martin, President of NYSE Group, stated the exchange is “leading the industry toward fully on-chain solutions, grounded in the unmatched protections and high regulatory standards.” 

Martin noted the approach aims to “marry trust with state-of-the-art technology” while meeting the demands of a digital future. Michael Blaugrund, Vice President of Strategic Initiatives at ICE, described supporting tokenized securities as “a pivotal step in ICE’s strategy to operate on-chain market infrastructure.”

The tokenized securities platform awaits regulatory review before launch. The timeline for approval and operational deployment remains unspecified. 

The initiative represents one component of ICE’s broader strategy to modernize capital markets infrastructure through blockchain integration.

The post NYSE Launches Tokenized Securities Platform with 24/7 Trading and Instant Settlement appeared first on Blockonomi.

TLDR:

Trump announces tariffs during weekends when markets are closed to maximize the shock impact and absorption time.

Tariffs include escalation windows, creating immediate pressure while maintaining negotiation pathways.

Bitcoin sells harder than traditional assets during tariff shocks due to leverage and 24/7 market exposure.

Markets typically recover within weeks following the three-phase cycle of shock, negotiation, and resolution.

 

President Trump employs tariffs as a strategic market control tool rather than a conventional trade policy, according to market analysis. 

The approach follows a predictable three-phase cycle designed to create pressure, force negotiations, and ultimately claim diplomatic victories. 

Markets experienced this pattern again following recent announcements targeting European nations, with crypto assets bearing disproportionate selling pressure during the initial shock phase.

The Six-Step Tariff Implementation Framework

Trump’s tariff announcements follow consistent timing and structural patterns that maximize market impact. 

Announcements typically arrive late Friday or during weekends when US markets remain closed, preventing immediate price reactions. This strategic timing allows news absorption before trading resumes.

The tariff structure itself incorporates built-in escalation windows rather than single fixed rates. On January 18, 2026, Trump announced 10% tariffs on eight European countries effective February 1, with provisions for 25% rates by June 1 without agreements.

This dual-number approach creates immediate market shocks while maintaining negotiation pathways.

Market reactions during phase one remain largely mechanical rather than fundamental. Prime brokers raise margin requirements as volatility models trigger automatic selling protocols. 

Risk parity systems reduce exposure across portfolios as leverage collapses and liquidity evaporates. Large-cap stocks drop 10-15% within minutes while small and mid-cap equities plunge 30-40%.

Bitcoin’s Role as Global Risk Pressure Valve

Bitcoin consistently sells harder than traditional assets during tariff shock announcements. The cryptocurrency market’s unique characteristics make it particularly vulnerable during political uncertainty periods. 

Operating 24/7 with high leverage through perpetual futures, Bitcoin faces thin liquidity conditions when geopolitical tensions spike.

Market analyst Bull Theory explained the pattern through social media, stating that crypto becomes “the pressure valve for global risk” during tariff events.

PRESIDENT TRUMP USES THIS SAME TARIFF PLAYBOOK EVERYTIME TO GET WHAT HE WANTS.

Trump does not use tariffs as trade policy, He uses tariffs as a market control mechanism.

Every major tariff event under Trump follows the same structure. It has nothing to do with economics… pic.twitter.com/DDyznNxB2j

— Bull Theory (@BullTheoryio) January 19, 2026

Digital assets trade as high-beta risk instruments rather than safe havens during these periods. The forced liquidation of leveraged positions amplifies downward price movements across cryptocurrency markets.

Phase two begins when Treasury officials introduce softer language around negotiations and temporary measures. 

Volatility peaks as selling pressure diminishes and markets recognize implementation timelines extend across weeks. 

The resolution phase arrives through delays, reductions, or announced “historic deals” that collapse uncertainty premiums.

The current European tariff situation carries additional complexity due to NATO alliance implications and Supreme Court reviews of tariff authority. 

However, the fundamental three-phase structure remains intact: shock, negotiation, and resolution. Markets historically recover to pre-announcement levels within weeks as the cycle completes. 

The Greenland territorial considerations add geopolitical dimensions but follow the established template for pressure-based diplomacy.

The post Trump’s Tariff Playbook: How Market Control Mechanisms Drive Crypto Volatility and Recovery Cycles appeared first on Blockonomi.

PANAMA CITY, January 19, 2026 – BingX, a leading crypto exchange and Web3-AI company, today announced a remarkable milestone for its TradFi offerings, achieving a 24-hour trading volume exceeding $1 billion. Among this total, BingX TradFi Gold contributed over $500 million, showcasing strong user interest and active engagement.

Since launching BingX TradFi, an integrated feature that enables trading across a broad range of real-world financial assets, the platform has seen strong adoption. Traders’ response highlights the growing appeal of BingX’s diversified offering, spanning commodities, forex, stocks, and indices. TradFi Copy Trading has also accelerated, with a single-day peak of $51.84 million in 15 days.

“As the demand for TradFi continues growing, we remain at the forefront of delivering robust products and services that adapt to our users’ evolving needs.” Vivien Lin, Chief Product Officer at BingX, commented. “Our expanded suite of offerings provides traders with greater choice and broader market access, unlocking new opportunities in a dynamic environment. This achievement in TradFi trading volume is a testament to BingX’s strong capability and the trust our users place in us. ”

About BingX

Founded in 2018, BingX is a leading crypto exchange and Web3-AI company, serving over 40 million users worldwide. Ranked among the top five global crypto derivatives exchanges and a pioneer of crypto copy trading, BingX addresses the evolving needs of users across all experience levels.

Powered by a comprehensive suite of AI-driven products and services, including futures, spot, copy trading, and TradFi offerings, BingX empowers users with innovative tools designed to enhance performance, confidence, and efficiency.

BingX has been the principal partner of Chelsea FC since 2024, and became the first official crypto exchange partner of Scuderia Ferrari HP in 2026.

For media inquiries, please contact: media@bingx.com

For more information, please visit: https://bingx.com/

The post BingX TradFi 24-Hour Trading Volume Surpasses $1 Billion appeared first on Blockonomi.

TLDR

Wells Fargo analyst Aaron Rakers set a $345 price target on AMD stock, representing 49% upside from current levels

AMD shares currently trade at $231.83, with multiple analysts raising targets including UBS to $300 and Piper Sandler to $280

AMD’s data center revenue hit a record $4.3 billion in Q3, with the segment expected to grow over 60% annually for the next five years

Microsoft spent $69 billion in capital expenditures last year to develop AI infrastructure, with Azure revenue growing 40% year over year

AMD stock gained 96% last year, outperforming Nvidia’s 40% gain and the broader market’s 17% return

Wells Fargo analyst Aaron Rakers recently set a $345 price target on Advanced Micro Devices, representing roughly 49% upside from current trading levels. The five-star analyst maintained his Overweight rating on the chipmaker as AMD continues to expand its presence in the artificial intelligence market.

AMD shares currently trade at $231.83. The Wells Fargo target isn’t alone in showing confidence in the company’s future.

UBS analyst Timothy Arcuri raised his price target to $300 from $265 with a Buy rating. Piper Sandler’s Harsh Kumar increased his target to $280 from $240, citing stronger visibility in data center and AI trajectory.

KeyBanc analyst John Vinh set a $270 target after upgrading to Overweight. Morgan Stanley raised its target to $260 from $246 with an Equalweight rating.

AMD’s stock performance has backed up the analyst optimism. The company’s shares gained 96% last year, beating Nvidia’s 40% gain and the broader market’s 17% return.

The chipmaker posted strong financial results in recent quarters. Data center revenue reached a record $4.3 billion in the third quarter.

Data Center Business Drives Growth

AMD expects its data center business to grow revenue at a rate of over 60% annually for the next five years. The company’s overall revenue has grown at an annualized rate of over 20% over the last two years.

Wall Street analysts expect AMD to report $34 billion in revenue for 2025. Management projects annual revenue growth of 35% on a compound annual basis over the next three to five years.

The company’s client segment also showed strength. Revenue hit a record $2.8 billion in Q3, up 46% year over year as Ryzen processors gain market share against Intel.

AMD’s gaming business pulled in $1.3 billion of revenue last quarter. This nearly tripled compared to the year-ago quarter.

The company offers a diversified portfolio of chip solutions. This includes central processing units, graphics processing units, and adaptive computing chips like field-programmable gate arrays.

Microsoft Invests Heavily in AI Infrastructure

Microsoft spent $69 billion in capital expenditures over the last year to develop AI infrastructure. The company funded these investments internally from its $147 billion in trailing cash from operations.

Microsoft Cloud revenue grew 26% year over year in its most recent quarter. The segment reached $46 billion in revenue.

Azure revenue grew 40% year over year last quarter. This growth rate is high for a company that generated $75 billion in revenue for fiscal 2025.

Microsoft 365 has over 400 million paid subscribers. The company’s Copilot AI assistant has more than 100 million monthly active users.

Operating profit grew 24% year over year last quarter. This exceeded the company’s 18% top-line growth rate.

Analysts expect Microsoft’s earnings to grow at a rate of 13% per year. Analysts expect AMD’s earnings to grow at an annualized rate of 45% in the coming years.

The post 2 AI Stocks to Buy Now and Hold Long Term appeared first on Blockonomi.

TLDR

Moonshot AI’s valuation jumped to $4.8 billion from $4.3 billion in December, a $500 million increase in just weeks

The Chinese AI startup behind Kimi chatbot is closing a new funding round with backing from Alibaba, Tencent, and IDG Capital

Rival Chinese AI companies Zhipu and MiniMax recently went public in Hong Kong with market caps of $13 billion and $15.2 billion respectively

U.S. AI chatbots like ChatGPT remain officially unavailable in mainland China due to Beijing’s internet restrictions

Sources say Moonshot could see even higher valuations in future rounds but has not announced IPO plans

Moonshot AI is closing a funding round that values the Chinese AI startup at $4.8 billion, according to two people with knowledge of the deal. The valuation represents a $500 million increase from the company’s December funding round.

Alibaba-backed startup Moonshot AI’s valuation is up $500 million, sources say, after its rivals IPO in Hong Kong
Alibaba-backed AI startup Moonshot is being valued at about $4.8 billion in a new funding round, up from $4.3 billion in December, according to two people familiar… pic.twitter.com/uvCdmo0BfE

— CN Wire (@Sino_Market) January 19, 2026

The startup is backed by major Chinese tech companies including Alibaba and Tencent. Moonshot AI is the company behind Kimi, a chatbot that became popular in China before DeepSeek’s release last year.

The new funding round is expected to close soon due to high demand from investors. Both sources asked to remain anonymous while discussing private information. Moonshot AI had not responded to a request for comment.

The valuation increase comes just weeks after Moonshot’s previous funding round on December 31. That round included participation from IDG Capital, Alibaba, and Tencent, according to Chinese financial news outlet LatePost.

The sources told CNBC that Moonshot could be valued even higher in subsequent rounds. They cited a surge of interest in Chinese AI IPO candidates as the reason for continued investor demand.

Chinese AI Rivals Hit Public Markets

Two rival Chinese AI companies recently went public in Hong Kong. Zhipu, listed under the name Knowledge Atlas, had a market value of $13 billion as of Monday’s close, according to Wind Information data.

MiniMax was worth $15.2 billion, the data showed. The successful public offerings by these companies appear to have boosted investor interest in other Chinese AI startups.

Chinese AI companies have grown rapidly as U.S. AI chatbots face restrictions in mainland China. OpenAI’s ChatGPT is not officially available in the country.

Beijing restricts access to many U.S.-based internet services. American companies have also faced growing restrictions from the White House on doing business with China.

Kimi Chatbot Gains Users

Kimi gained traction in China months before DeepSeek’s release. The chatbot offers conversational AI capabilities to users in a market where major U.S. competitors cannot officially operate.

Moonshot AI has not commented on any plans for an initial public offering. The company declined to provide a statement when contacted by CNBC.

The startup’s investors include some of China’s largest technology companies. Alibaba operates major cloud computing and e-commerce platforms in China.

Tencent runs popular social media and gaming services. IDG Capital is a venture capital firm that has invested in numerous Chinese technology companies.

The sources said investor demand for the current round has been strong. They expect the funding to close in the near future based on the level of interest.

The post Alibaba Backed Moonshot AI Valuation Reaches $4.8 Billion in New Funding Round appeared first on Blockonomi.

TLDR

ASML stock fell 3.3% on Monday as President Trump threatened 10% tariffs on eight NATO countries including the Netherlands, escalating to 25% by June 1

The tariffs could hurt U.S. chip companies like Intel and Micron that rely on ASML’s lithography machines, which cost up to $400 million each

ASML holds a near-monopoly on lithography equipment needed for advanced semiconductor manufacturing, with the U.S. accounting for 16% of its 2024 revenue

Just days earlier, ASML hit record highs after TSMC’s strong earnings, with shares rallying 25% in 2026 and market cap reaching $522 billion

Morgan Stanley’s bull case predicts ASML stock could surge 70% as chipmaker spending rises to meet AI demand

ASML stock dropped 3.3% in Netherlands trading on Monday. The decline came after President Trump threatened new tariffs on NATO member countries.

Trump announced plans to impose 10% tariffs on eight NATO nations starting February 1. The list includes the Netherlands, Germany, and France.

The tariffs would escalate to 25% by June 1 unless countries agree to U.S. acquisition of Greenland. The announcement sparked concerns about a potential trade war between the EU and U.S.

ASML holds a near-monopoly on lithography machines needed for advanced semiconductor manufacturing. These machines can cost up to $400 million each.

The U.S. accounted for 16% of ASML’s revenue in 2024. However, year-to-year figures can vary due to the high price of individual machines.

The tariff threat poses a challenge for American chip companies. Intel and Micron Technology both rely on ASML’s equipment for production.

Foreign companies investing in U.S.-based facilities would also feel the impact. Taiwan Semiconductor Manufacturing operates American factories that need ASML’s machines.

Other European semiconductor stocks joined the selloff Monday. Germany’s Infineon Technologies fell 3% while STMicroelectronics dropped 4.8%.

Recent Rally Now Under Pressure

The Monday drop reversed ASML’s recent momentum. Shares had rallied 25% in 2026 before the tariff announcement.

ASML hit record highs just days earlier following strong earnings from TSMC. The company’s market cap reached $522 billion, making it Europe’s most valuable company.

TSMC’s strong fourth-quarter results had boosted confidence in chipmaker spending. The Taiwanese company exceeded capital expenditure expectations in its guidance.

Morgan Stanley issued a bullish note on Thursday with a 1,400 euro price target. The bank’s bull case scenario sees shares reaching 2,000 euros, a 70% surge from current levels.

AI Demand Still Driving Long-Term Outlook

Bank of America highlighted ASML’s critical role in meeting AI chip demand. The firm noted that extreme ultraviolet and advanced deposition tools are becoming essential for efficiency gains.

JPMorgan said ASML could see strong capital expenditure from semiconductor manufacturers starting in late 2026. Samsung is likely to increase orders for DRAM production capacity.

Memory chip prices are expected to rise another 40-50% in the first quarter of 2026. This trend supports demand for ASML’s equipment.

TSMC received favorable treatment in the tariff announcement. The U.S. limited tariffs on Taiwan to 15% for companies investing at least $250 billion in American production capacity.

ASML is scheduled to report fourth-quarter earnings on January 28. The company became the third European firm to reach a half-trillion dollar valuation.

The post ASML Stock: Trump Tariff Threats Send Shares Down 3% Monday appeared first on Blockonomi.

TLDR

Riot Platforms closed Friday up 16.05% at $19.23 after revealing a data center lease with AMD and land purchase

The company spent $96 million in Bitcoin to acquire 200 acres in Rockdale, Texas that it previously leased

A 10-year AMD agreement provides up to 200 megawatts of data center capacity starting at $311 million

Full contract value could hit $1 billion if AMD exercises all available extension options

Piper Sandler sees potential for over $30 per share in value from full data center conversion

Riot Platforms shares climbed 16.05% on Friday to reach $19.23. The surge followed twin announcements about Texas real estate and a chip maker partnership.

The Bitcoin miner converted 1,080 coins into cash to buy land. Riot paid $96 million for 200 acres in Rockdale where it already ran operations. The purchase gave the company full ownership of the property.

Riot turned around and signed a lease agreement the same day. AMD committed to a 10-year deal for data center infrastructure at the newly purchased site.

The initial phase covers 25 megawatts of critical IT load capacity. AMD can expand to 200 megawatts by May 2026 under the current agreement structure.

Contract Value and Growth Potential

The base AMD contract is worth $311 million. But the real money sits in the extension clauses.

Three five-year options are written into the deal. If AMD pulls the trigger on all extensions, total contract value approaches $1 billion.

AMD also secured first refusal rights on an additional 100 megawatts. This could double AMD’s footprint at the Rockdale facility.

Piper Sandler kept its Overweight rating with a $26 target price. The firm views the AMD deal as proof that Riot can attract major tech tenants to its facilities.

Trading Activity Jumps

Volume data showed strong market reaction. Riot traded 53.4 million shares on Friday, crushing its three-month average of 19.7 million by 172%.

Competing miners also moved higher. Mara Holdings gained 6.57% and Hut 8 rose 4.14% as the sector responded to Riot’s news.

The general market stayed relatively flat. The S&P 500 fell 0.07% while the Nasdaq edged down 0.06%.

Riot has posted a 30.78% gain year-to-date. Since pivoting to Bitcoin mining in 2016, the stock has delivered 612% returns.

Strategic Shift Takes Shape

Piper Sandler projects significant upside from data center expansion. The firm estimates full conversion of Riot’s Rockdale and Corsicana sites to AI and high-performance computing centers could add over $30 per share in value.

These calculations rely on management’s net operating income projections. The figures assume Riot can fill all 1.2 gigawatts of available capacity across both Texas locations.

Riot still holds 16,925 Bitcoin after funding the land deal. Using digital assets allowed the company to avoid issuing new shares or taking on debt.

The Rockdale property sits near Austin, offering access to power grid infrastructure and technology sector customers. Riot’s Corsicana site presents similar opportunities for future development.

AMD trades at $232.50 with a market cap around $379 billion. The chip maker has returned 12.18% over the past week and 92.43% over the last year.

Riot operates with a $7.2 billion market cap. The stock has ranged from $6.19 to $23.93 over the past 52 weeks.

Piper Sandler believes the AMD partnership positions Riot as a credible choice for hyperscale data center clients. The agreement validates Riot’s transition from pure cryptocurrency mining to diversified infrastructure hosting.

The post Riot Platforms (RIOT) Stock: AMD Deal and Land Buy Drive 16% Friday Gain appeared first on Blockonomi.

TLDR

Jefferies raised its NVIDIA price target to $275 from $250 on January 16

The firm believes NVIDIA trades cheaply at mid-teens multiple for 2027 earnings

NVIDIA and Eli Lilly announced a $1 billion AI lab partnership for drug discovery

J.P. Morgan reaffirmed its Buy rating on the stock January 13

Analysts expect earnings beats and rising estimates through upcoming quarters

NVIDIA received positive analyst attention this week. Jefferies raised its price target to $275 from $250 while maintaining a Buy rating.

The update came January 16. Analysts based the change on their accelerator builds model extending through 2028.

The firm told clients NVIDIA “remains pretty cheap” at current levels. The stock trades at mid-teens multiple compared to their 2027 earnings projections.

Jefferies sees additional upside beyond that timeframe. The bank expects material earnings beats with estimates climbing higher over several quarters.

J.P. Morgan also backed the stock with a Buy rating January 13. The firm did not provide a specific price target.

AI Drug Discovery Lab Gets $1 Billion Commitment

NVIDIA announced a partnership with Eli Lilly the same day as the Jefferies upgrade. The companies will create an AI co-innovation lab focused on pharmaceutical research.

CEO Jensen Huang revealed the plan at the J.P. Morgan Healthcare Conference in San Francisco. He joined Lilly CEO Dave Ricks for the announcement.

Both companies will invest up to $1 billion over five years. Funds will support infrastructure, talent acquisition, and computing power.

The facility will operate from the San Francisco Bay Area. Company executives called it a blueprint for future drug discovery.

Combining AI Power with Pharmaceutical Knowledge

The lab aims to solve complex biological modeling problems. NVIDIA contributes AI technology while Lilly provides pharmaceutical expertise.

Management described the challenge as one of humanity’s greatest scientific hurdles. The partnership targets breakthrough approaches to understanding biological systems.

Jefferies noted NVIDIA’s estimate revisions will likely be smaller than Broadcom’s. The firm named Broadcom its top semiconductor sector pick.

For Broadcom, Jefferies models 2028 earnings per share exceeding $19. Conservative estimates suggest $25 EPS potential based on OpenAI and Meta contracts.

NVIDIA operates through two main segments. The Compute & Networking division and Graphics Processing Unit business drive revenue.

Wall Street assigns the stock a Strong Buy consensus rating of 1.34. Revenue grew 65.22% over the trailing twelve months to $187.14 billion.

The current P/E ratio stands at 46.58. The PEG ratio of 0.77 suggests favorable valuation relative to earnings growth.

Analysts see continued momentum for the stock. The extended model through 2028 provides visibility for long-term growth.

The Lilly partnership opens new revenue opportunities in healthcare AI. Drug discovery represents a growing market for AI applications.

The post NVIDIA (NVDA) Stock: Street Analysts See More Gains Ahead After Price Target Hike appeared first on Blockonomi.

TLDR

Tesla CEO Elon Musk announced the company is reviving its Dojo 3 supercomputer following progress on AI5 chip development.

The automaker shut down the original Dojo project last year after Musk called the second generation a development “dead end.”

AI5 chips manufactured by TSMC will enter high-volume production in 2027, replacing the AI4 chips currently in Tesla vehicles.

A $16.5 billion Samsung partnership will handle production of Tesla’s AI6 chip, which is still in early development phases.

Musk is actively recruiting engineers for the project, describing it as work on the “highest-volume chips in the world.”

Tesla is reviving its Dojo 3 supercomputer project. Elon Musk confirmed the restart in a Sunday social media post.

The decision follows recent advances in Tesla’s AI5 chip development. Musk stated the chip design is nearing completion and “in good shape.”

Tesla discontinued its original Dojo supercomputer just months earlier. The company shut down the project and dissolved the development team.

Musk explained the second-generation system had become an “evolutionary dead end.” All development paths converged on the AI6 chip instead.

The AI5 chip progress changed Tesla’s approach to Dojo 3. The supercomputer will train neural networks using Tesla’s own AI chips.

This strategy gives Tesla more control over AI training operations. It also decreases reliance on external suppliers like NVIDIA for GPU hardware.

Chip Production and Partners

Tesla collaborates with multiple manufacturers for AI chip development. Samsung Electronics produces both AI4 and AI5 microchips for the company.

Taiwan Semiconductor Manufacturing Company manufactures the AI5 chips. Production at scale is expected to begin in 2027.

The new chips will replace AI4 hardware in Tesla’s vehicle lineup. Tesla secured a $16.5 billion deal with Samsung for AI6 chip manufacturing.

Development work on the AI6 chip is in its earliest stages. Musk said the AI5 design is “almost done.”

Tesla currently operates mixed computing infrastructure. The company uses both proprietary chips and NVIDIA hardware across its systems.

Recruiting for Volume Production

Musk is hiring engineers to support the Dojo 3 initiative. He posted a call for applications to work on the “highest-volume chips in the world.”

The supercomputer supports Tesla’s broader AI strategy. It will train systems powering autonomous driving technology and humanoid robots.

Investors remain focused on Tesla’s next-generation products. The Cybercab robotaxi and Optimus robot generate continued interest beyond electric vehicles.

Stock gains reflect growing optimism about these long-term initiatives. This helps offset weaker performance in Tesla’s core automotive business.

Wall Street Perspective

Analysts maintain a Hold consensus on Tesla shares. Current ratings include 12 Buy, 11 Hold, and seven Sell recommendations.

The average analyst price target sits at $397.47. This suggests potential downside of 9.15% from present levels.

Dojo 3 advances Tesla’s move toward proprietary AI infrastructure. Custom hardware could deliver better training efficiency and lower operating costs.

The company’s shift toward in-house chips allows greater customization. This flexibility could strengthen Tesla’s competitive position in autonomous technology.

Musk described Dojo 3 as “a large number of AI6 systems-on-a-chip on a single board.” The AI5 chip breakthroughs provided Tesla with a clearer development path forward, enabling the project restart after previous technical obstacles forced the shutdown.

The post Tesla (TSLA) Stock: Musk Confirms Dojo 3 Supercomputer Revival appeared first on Blockonomi.

TLDR

Robinhood shares have soared 1,100% over three years, with Q3 2024 revenue doubling to $1.2 billion

The stock trades at 49x earnings while platform assets jumped 119% to $333 billion

Cryptocurrency trading revenue climbed 98% to $160 million as the company expands beyond traditional trading

Funded accounts grew 10% to reach 26.8 million users with earnings per share rising 259% to $0.61

Revenue projections suggest growth from $4.5 billion in 2025 to potentially $8.2 billion by 2027

Robinhood Markets has become one of the hottest stocks in the trading platform space. Shares have climbed 1,100% over the past three years, moving from $34 in April 2025 to approximately $120 today.

The financials back up the stock performance. Third quarter 2024 revenue hit $1.2 billion, double the prior year. Earnings per share reached $0.61, up 259% year-over-year.

User metrics show continued momentum. The platform now serves 26.8 million funded accounts, a 10% increase. Total platform assets surged 119% to $333 billion.

The company’s revenue trajectory has been remarkable. Starting at $280 million in 2019, revenue reached approximately $2.9 billion in 2024. Over the past 12 months, revenue jumped 75% from $2.4 billion to $4.2 billion.

Analysts expect 53% revenue growth for 2025, pushing total revenue to around $4.5 billion. Some projections show revenue potentially reaching $8.2 billion by 2027, representing an 82% increase from 2025 estimates.

Cryptocurrency and Diversification

Cryptocurrency has emerged as a key growth driver. Crypto trading revenue increased 98% year-over-year to $160 million in the most recent quarter. The acquisition of Bitstamp expanded the company’s global regulatory footprint.

The platform is moving beyond simple stock trading. Prediction markets have gained serious traction, with billions of contracts traded and over $100 million in annual revenue. This demonstrates the company’s ability to quickly capitalize on emerging opportunities.

Robinhood benefits from its young user base. The company is positioned to capture part of the massive wealth transfer expected over the next two decades as trillions move from baby boomers to younger generations.

Profitability and Margins

Profit margins tell an encouraging story. Adjusted net margins improved from negative in 2021 to about 35% in 2024. The business model offers operational leverage since technology infrastructure, compliance, and support costs don’t scale proportionally with revenue.

Analysts believe margins could expand to 40%. Combined with projected revenue of $8.2 billion, that would generate earnings around $3.3 billion. That’s roughly triple the 2024 figures.

Some market watchers see a path to $230 per share. This scenario requires earnings to triple while the P/E ratio stabilizes around 35x instead of contracting to 18x.

Valuation Considerations

The stock currently trades at a P/E ratio of 49, above the tech sector average of 44. At roughly 57x estimated 2025 earnings, the shares aren’t cheap.

High valuations create elevated expectations. A few quarters of missed estimates could trigger profit-taking. The rapid appreciation from $34 to $120 in nine months means many shareholders are sitting on substantial gains.

Robinhood went public in 2021 and hasn’t faced a bear market as a public company. Bull markets typically last seven years, so the current rally starting in late 2022 could have more room to run. However, when downturns arrive, trading activity usually slows, directly impacting the company’s revenue.

The company’s wealth management initiatives target its young demographic as their financial needs grow more complex. Platform assets of $333 billion and 26.8 million funded accounts provide a strong foundation, while crypto revenue of $160 million shows diversification beyond traditional trading.

The post Robinhood Markets (HOOD) Stock: Is It Still a Buy After an Epic Rally? appeared first on Blockonomi.

TLDR

Intel delivers Q4 2025 earnings January 22 with consensus calling for $0.08 EPS (down 38.5%) and $13.40 billion revenue (down 6%)

Jefferies upgraded target to $45 but maintained Hold, citing server demand offset by tight capacity and margin headwinds from chip transitions

RBC initiated at $50 with Sector Perform, acknowledging turnaround progress but highlighting missing AI strategy and foundry uncertainty

Hold consensus rating based on 8 Buys, 19 Holds, 4 Sells with $43.37 average target implying 7.64% downside

Full-year outlook expected to disappoint as PC weakness hits March and production bottlenecks limit server opportunity

Intel Corporation faces Wall Street judgment Thursday when Q4 2025 results drop after the closing bell. The semiconductor giant enters earnings season trading near peak levels following a breakout year.

Shares exploded 116-145% higher in 2025. The Nvidia partnership sparked optimism. Progress on 18A technology kept momentum rolling. Federal government backing provided additional support.

Wall Street forecasts $0.08 per share for the quarter. That’s a 38.5% collapse from the prior year period. Revenue projections land at $13.40 billion, reflecting a 6% year-over-year decline.

Analyst sentiment tilts neutral heading into the print. The stock holds a Hold consensus with eight Buy ratings, 19 Hold ratings, and four Sell ratings. The mean price target of $43.37 suggests 7.64% downside risk.

Capacity Crunch Limits Upside Potential

Jefferies analyst Blayne Curtis increased his price objective to $45 from $40. He maintained a Hold rating despite the lift. The five-star analyst sees strengthening server demand through 2026.

Capacity constraints present a major obstacle. Intel is reallocating Intel 7/10 production away from entry-level PCs toward legacy server chips. This strategic shift creates supply limitations that cap revenue potential.

PC market deterioration appears imminent. Curtis anticipates weakness beginning in March with at least mid-single digit percentage drops. Elevated memory pricing may trigger specification downgrades or consumer price hikes.

Profitability faces mounting pressure. The Lunar Lake rollout and 18A process ramp will compress margins. Curtis projects margins sliding below 36% compared to Street expectations of 36.1%. This marks a 200 basis point shortfall from December projections.

The analyst anticipates lackluster full-year commentary. Capacity bottlenecks prevent full monetization of server opportunities. PC headwinds and margin squeeze will persist throughout the year.

Missing AI Strategy Raises Questions

RBC Capital analyst Srini Pajjuri opened coverage with a Sector Perform rating and $50 target. The five-star analyst commended management for operational restructuring and balance sheet repair.

Demand trends look encouraging for PCs and servers. Product competitiveness shows improvement across key segments. The Nvidia collaboration strengthens manufacturing credibility.

Short-term obstacles loom large. Elevated memory costs and supply restrictions threaten revenue and margin performance. Pajjuri flagged Intel’s absence of a compelling data center AI roadmap.

Additional upside hinges on margin expansion and foundry execution. The foundry division remains murky with limited transparency around production timelines.

Intel trades at $48.32, approaching its $50.39 52-week peak. Gross profit margin currently registers at 33.02%. Panther Lake processor production targets 70% in-house manufacturing by Q1 2026.

Price targets stretch from $20.40 to $60 across the analyst community. This dramatic spread underscores divergent views on valuation and trajectory.

The CEO recently engaged with President Trump, who praised the sub-2 nanometer CPU processor unveiling. Subsidiary Mobileye disclosed a $900 million purchase of Mentee Robotics set to finalize in early 2026.

The post Intel (INTC) Stock: What to Expect From Thursday’s Earnings? appeared first on Blockonomi.

TLDR

TSMC reported Q4 earnings of $16 billion, representing a 35% increase from the previous year.

Cathie Wood’s ARK Invest acquired 5,542 shares valued at $1.89 million after the earnings release.

The company forecasts capital spending of $52-56 billion in 2026, well above 2025’s $40.9 billion.

Analysts from Morgan Stanley, TD Cowen, and BofA Securities raised their price targets following the results.

TSMC projects approximately 30% revenue growth for 2026 based on AI chip demand.

Taiwan Semiconductor Manufacturing announced fourth-quarter earnings that beat analyst projections. The chipmaker posted net income of $16 billion, up 35% compared to the same quarter last year.

Revenue climbed to $33.73 billion in the quarter, a 25.5% increase year-over-year. Earnings per ADR reached $3.14, topping Wall Street’s consensus estimate.

Cathie Wood’s ARK Invest responded to the results with a purchase. The firm bought 5,542 shares worth roughly $1.89 million on January 16.

The move demonstrates confidence in TSMC’s position as a leading chip manufacturer. The company supplies advanced processors to major tech players including Apple, Nvidia, and Qualcomm.

Record Capital Spending on Horizon

TSMC provided guidance that exceeded market expectations. The company plans capital expenditures between $52 billion and $56 billion for 2026.

This marks a substantial increase from the $40.9 billion spent in 2025. The elevated spending reflects strong demand projections for AI-related chips.

First-quarter revenue is expected between $34.6 billion and $35.8 billion. That compares to $25.53 billion in the first quarter of 2025.

Management forecasts around 30% revenue growth for the full year. CEO C.C. Wei stated that cloud computing companies are requesting increased capacity.

The AI trend continues showing strength across multiple sectors. Demand is coming from consumers, enterprises, and government entities.

Analyst Community Raises Targets

Morgan Stanley maintained its Buy rating and lifted the price target 5% to NT$2,088. The firm pointed to improved margins and stronger earnings visibility.

TD Cowen’s Krish Sankar increased his price target to $370 from $325. He maintained a Hold rating while acknowledging strong execution from management.

Sankar noted the improved long-term growth outlook driven by AI and cloud demand. He cautioned that overseas expansion could impact margins over time.

BofA Securities analyst Brad Lin raised his target to $470 from $430. He kept a Buy rating on the stock.

Lin expects TSMC’s technology leadership to support higher pricing. Advanced chip demand should help sales outpace costs through 2027.

Market Response and Outlook

TSMC shares rallied 6% in early trading following the earnings announcement. The stock has gained 62% in 2025 and 60% over the past year.

Semiconductor equipment manufacturers also benefited from the news. ASML Holding rose 6% while Lam Research gained 5%.

TipRanks data shows a Strong Buy consensus with seven Buy ratings and one Hold. The average price target sits at $320.61.

TSMC’s business momentum reflects strong orders for leading-edge manufacturing processes. CFO Wendell Huang indicated continued robust demand for advanced technologies in the current quarter.

The company’s U.S. expansion continues progressing. TSMC has pledged $165 billion in American investment for three new semiconductor facilities.

Cloud providers are delivering strong demand signals for additional capacity. The company sees rising AI adoption driving long-term growth opportunities across its customer base.

The post Taiwan Semiconductor (TSM) Stock: Cathie Wood Adds $1.9M Stake Post-Earnings appeared first on Blockonomi.

TLDR

Canada drops Chinese EV tariffs to 6.1% from 100%, allowing 49,000 vehicles per year

Tesla’s Shanghai factory built Canada-ready Model Y units in 2023 before tariff wall went up

Company maintains 39 retail locations in Canada while Chinese brands have zero presence

Import quota splits evenly between vehicles under and over CAD $35,000 price point

Tesla’s Shanghai plant offers lowest production costs compared to Berlin and U.S. factories

Canada reversed course on Chinese electric vehicles Friday. The tariff rate dropped from 100% to 6.1%. Tesla appears positioned to move fastest.

GOOD NEWS According to a recent article by Reuters, Tesla is positioned as the primary early beneficiary of Canada’s landmark trade deal with China, which replaces a prohibitive 100% surtax with a far more manageable 6.1% tariff on a quota of up to 49,000 electric vehicles… pic.twitter.com/aG7LCudcTV

— Ming (@tslaming) January 19, 2026

The agreement opens a channel for 49,000 Chinese-built EVs annually. That number could expand to 70,000 vehicles over five years, according to Prime Minister Mark Carney. It marks a complete shift from 2024’s protectionist stance.

Tesla stopped Shanghai shipments last year when Ottawa imposed the 100% tariff. The company blamed China’s state-directed overcapacity. Tesla switched to Berlin and U.S. production for Canadian deliveries.

But the Shanghai facility remains Tesla’s biggest factory. It’s also the cheapest to operate. Many Model 3 variants come exclusively from that plant.

Smart Timing Pays Off

Tesla made preparations in 2023 that now look prescient. The company modified its Shanghai production line to handle Canada-specific Model Y builds. Shipments started immediately.

Those exports boosted Canadian car imports from China by 460% year over year in 2023. The total hit 44,356 vehicles, mostly landing in Vancouver. Then the tariffs killed the flow entirely.

Sam Fiorani at AutoForecast Solutions said Tesla can flip the switch quickly. The Canada configurations already exist. The shipping routes are established. The retail network is live.

Tesla operates 39 stores across Canada. BYD and Nio have no Canadian retail footprint. That creates a speed advantage when the quota opens.

Yale Zhang from AutoForesight pointed to Tesla’s lean model strategy. Four core products beat managing extensive lineups. Tesla can redirect production between factories without major retooling.

Quota Structure Creates Split Market

The deal includes a pricing split. Half the 49,000-vehicle quota goes to EVs under CAD $35,000. The other half has no price ceiling.

Every Tesla model costs above that threshold. This opens space for Chinese brands targeting budget buyers.

Fiorani said the price cap benefits Chinese manufacturers and cost-conscious Canadians. John Zeng at GlobalData noted Chinese brands can test the market with the large Chinese Canadian population.

Canada Eyes Manufacturing Partnerships

Canada wants joint ventures with Chinese automakers within three years. The plan involves building Canadian EVs using Chinese expertise, CBC reported. BYD runs an electric bus assembly facility in Ontario already.

Volvo and Polestar shipped China-made vehicles to Canada before 2024. Both brands belong to Chinese automotive group Geely. Neither company commented on the new tariff structure.

Tesla declined comment requests about resuming Shanghai exports.

The Trump administration criticized Canada’s move. The U.S. keeps 100% tariffs on Chinese EVs after the Biden administration quadrupled rates in 2024. That blocks Chinese vehicles from American markets entirely.

Tesla’s Shanghai factory can begin Canadian shipments under the 6.1% tariff immediately. The company needs to navigate the quota system and pricing restrictions, but the manufacturing capability and retail infrastructure already exist.

The post Tesla (TSLA) Stock: Why Canada’s Tariff Flip Gives Tesla a Head Start appeared first on Blockonomi.

TLDR

Coinbase received a Buy upgrade from BofA with $340 target after 40% decline from peak

Analysts cite expanding addressable market and accelerated product rollouts as key factors

Q3 revenue jumped 55% year-over-year to $1.9 billion with strong EBITDA growth

Stablecoin revenue reached $355 million while platform assets topped $516 billion

Two-thirds of Wall Street analysts rate the stock Buy with 55% upside potential

Coinbase Global Inc. earned a rating boost from Bank of America this month. The firm upgraded shares to Buy from Neutral on January 8.

BofA set a $340 price target on the stock. This comes after Coinbase fell 40% from its July all-time high.

Analysts blamed crypto market turbulence for the drop. They found no fundamental weakness in the business itself.

The bank pointed to growing market opportunities ahead. Product launches have picked up speed in recent months.

Coinbase added stock and ETF trading to its platform. The company also moved into prediction markets.

These expansions support the “everything exchange” vision. Management wants to offer more than just crypto trading.

BofA sees potential for selling multiple products to current users. This cross-selling approach could boost future revenue.

Wall Street Remains Split

Barclays offered a contrasting opinion at the same time. The firm maintained its Equal Weight rating.

Barclays dropped its price target from $291 to $258. Analysts expect several challenges in Q4 results.

Trading volumes may come in lower than previous quarters. USDC stablecoin growth could decelerate.

Crypto price swings continue to pose risks. These factors might pressure near-term financial performance.

Fourth quarter earnings arrive in late February. That report will test competing analyst theses.

Business Performance Stays Strong

Third quarter numbers showed powerful growth. Revenue rose 55% from the prior year to $1.9 billion.

Adjusted EBITDA climbed 78.3% to $801 million. The business model continues evolving.

Subscription and service income hit 40% of total revenue. This reduces dependence on volatile trading fees.

Platform assets stood at $516 billion at quarter end. Institutional clients drove significant asset growth.

Stablecoins emerged as a key revenue engine. This category generated $355 million in Q3.

Regulatory Picture Brightens

The platform holds $15 billion in USDC balances. These deposits create interest income for Coinbase.

Payment use cases keep USDC on the platform longer. This generates more predictable revenue streams.

Coinbase acts as custodian for major Bitcoin and Ethereum ETFs. Growing ETF assets produce steady custody fees.

Regulatory conditions are improving for crypto businesses. U.S. lawmakers set hearings and votes for January 2026.

These proceedings will clarify digital asset regulations. Better rules could attract more institutional money.

The company filed disclosures for Europe’s MiCA rules. Coinbase is pursuing compliance across major markets.

Analyst consensus leans bullish on the stock. Roughly 65% of covering analysts recommend buying.

Price targets point to 55% potential gains. Most analysts see value despite recent volatility.

BofA believes the selloff created a buying chance. The firm thinks strong fundamentals justify higher prices.

New product launches keep coming at a fast pace. The everything exchange concept is becoming reality through feature additions.

The post Coinbase (COIN) Stock: Bank of America Upgrades to Buy at $340 Target appeared first on Blockonomi.

TLDR

Michael Saylor’s “Bigger Orange” post on X suggests Strategy is preparing another Bitcoin acquisition

Strategy purchased 14,910 BTC in January 2026, including a $1.25 billion buy on January 11

The company’s treasury now contains 687,410 Bitcoin with an average cost of $75,353 per coin

Bitcoin trades around $92,600, putting Strategy’s holdings in profitable territory

MSTR stock fell 52.67% over 12 months while billions in convertible debt matures in 2027-2028

Strategy chairman Michael Saylor is at it again. A Sunday post on X suggests the company is gearing up for another Bitcoin purchase.

₿igger Orange. pic.twitter.com/HI47hMCnui

— Michael Saylor (@saylor) January 18, 2026

Saylor shared a StrategyTracker screenshot displaying Bitcoin’s price history alongside the company’s previous buy dates. His caption contained just two words: “Bigger Orange.”

The cryptic message follows Saylor’s established playbook. He routinely uses social media to telegraph upcoming Bitcoin purchases before formal announcements.

Strategy has already made moves this month. The company opened 2026 with a $115.97 million acquisition of 1,283 BTC on January 4.

The follow-up was much larger. Strategy purchased 13,627 BTC for $1.25 billion on January 11. Those two transactions brought the month’s total to 14,910 Bitcoin.

Treasury Swells Past 687,000 Bitcoin

Strategy’s Bitcoin stash now totals 687,410 BTC. The company paid an average of $75,353 for each coin in its treasury.

Current Bitcoin prices around $92,600 put the holdings in profit. The treasury’s market value exceeds $63 billion based on today’s trading levels.

StrategyTracker confirms every Bitcoin in the company’s possession was acquired below current market rates. The paper gains provide cushion against price volatility.

Recent market turbulence hasn’t deterred buying plans. Bitcoin dropped 2.6% in the last 24 hours amid U.S.-Europe tariff tensions affecting risk assets.

Stock Performance Lags Bitcoin Gains

MSTR shares tell a different story than the Bitcoin treasury. The stock has plunged approximately 52.67% over the past year, closing at $173.71 on January 16.

That gap raises questions about the strategy’s effectiveness. Bitcoin holdings show healthy returns while shareholders have watched equity values crater.

Strategy finances purchases through various mechanisms. Convertible notes serve as the primary funding vehicle, allowing capital raises without immediate cash outlays.

These debt instruments carry future obligations. Billions of dollars in notes become convertible between late 2027 and 2028.

Conversion Window Creates Pressure

The approaching timeline puts Strategy in a tight spot. The company must ensure sufficient capital when note holders exercise conversion rights.

Management has maintained they possess adequate resources. Leadership statements emphasize confidence in meeting debt obligations as they mature.

An alternative exists if needed. Strategy has acknowledged it could liquidate Bitcoin holdings to generate capital. That fallback option remains available as conversion dates near.

So far, the company hasn’t required that measure. Bitcoin’s price trajectory has kept the treasury comfortably profitable.

Bitcoin traded just above $92,600 during Asian morning trading Monday.

The post Strategy (MSTR) Stock: Saylor’s ‘Bigger Orange’ Post Hints at New Bitcoin Buy appeared first on Blockonomi.

TLDR

Nasdaq issued Canaan (CAN) a deficiency notice after shares stayed under $1 for 30 straight business days

The crypto mining hardware company has until July 13, 2026 to meet the $1 minimum bid price for 10 consecutive days

Canaan stock closed at $0.79 Friday, down 63% year-over-year as mining firms pivot to AI computing

A reverse stock split remains an option if the company cannot naturally lift its share price above compliance thresholds

Failure to meet requirements would push Canaan to over-the-counter markets where liquidity typically drops

Canaan faces a critical test. The crypto mining equipment manufacturer received a compliance notice from Nasdaq this week.

The exchange alerted Canaan on January 14 that its stock violated listing requirements. Shares have closed below $1 for 30 consecutive business days.

Canaan now has 180 days to correct the deficiency. The clock runs out on July 13, 2026.

The company must achieve a closing bid price of at least $1 per share. That threshold needs to stick for a minimum of 10 straight trading days.

Canaan stock finished Friday’s session at $0.79. The shares haven’t closed above $1 since November 28, 2024.

Steep Decline Reflects Market Headwinds

The numbers tell a rough story. Canaan shares have crashed 63% over the past year.

The stock last traded above $3 in December 2024. Multiple factors are weighing on the mining hardware sector.

Crypto mining operations are changing their business models. Many companies now dedicate resources to AI computing instead of cryptocurrency mining.

This trend has crushed demand for specialized mining equipment. Canaan’s core product line depends on these sales.

The company did land one major contract recently. A US buyer ordered 50,000 Avalon A15 Pro mining rigs in October.

That deal represented Canaan’s biggest order in three years. Shares jumped 25% on the announcement.

Reverse Split Could Be Coming

Canaan management has options on the table. The company says it will actively monitor share price movements.

Officials pledged to take appropriate steps to regain compliance. A reverse stock split tops the list of potential actions.

This corporate move consolidates existing shares into fewer units. The result boosts the per-share price mathematically.

If the July deadline passes without compliance, Canaan can request more time. Nasdaq may extend the window if the company commits to specific remedies.

Rejection means delisting becomes reality. Stocks removed from major exchanges typically shift to over-the-counter platforms.

These markets offer less liquidity and transparency. Share prices often tumble when investors learn about pending delistings.

Other Companies Face Similar Pressure

Canaan isn’t the only firm dealing with this problem. Kindly MD got the same type of notice from Nasdaq in December.

Kindly MD stock trades at $0.46. The company has until June to fix its compliance status.

Windtree Therapeutics shows what happens when companies fail. Nasdaq delisted the biotech firm in August.

Shares collapsed 77% on delisting day. Investors scrambled to sell before the exchange removal became final.

Canaan’s closing bid price must reach $1 for 10 consecutive trading days before the July 13, 2026 deadline to maintain its Nasdaq listing.

The post Canaan (CAN) Stock: Mining Hardware Maker Gets 180 Days to Fix Nasdaq Compliance Issue appeared first on Blockonomi.

TLDR

Novo Nordisk’s oral Wegovy pill achieved 3,071 retail prescriptions within four days of its January 5, 2026 launch

Novo’s shares rose 6.5% to their highest level since September 2025 following the prescription data release

Eli Lilly’s Zepbound injection currently dominates weight loss market sales with FDA decision on Lilly’s oral pill expected by April 2026

Analysts project Novo’s oral Wegovy could generate $1 billion in 2026 sales if the company maintains first-mover advantage

Both companies are pursuing cash-paying customers through retail pharmacies and telehealth platforms

Novo Nordisk’s oral Wegovy weight loss pill recorded 3,071 retail prescriptions during its first four days of availability. The medication launched January 5, 2026, becoming the first pill-based weight loss treatment on the market.

IQVIA data tracked the prescription numbers across retail pharmacies. The figures exclude online pharmacy sales, including prescriptions filled through Novo’s NovoCare Pharmacy platform.

Novo Nordisk’s stock price increased 6.5% after the company released the early sales data. The shares reached their highest trading level since September 2025. The Danish pharmaceutical company had experienced stock declines in 2025 following profit warnings and reduced growth forecasts.

Novo Nordisk Distribution Strategy

The company is selling oral Wegovy through CVS and Costco retail pharmacy locations. Novo also formed partnerships with telehealth companies Ro, LifeMD, WeightWatchers, and GoodRx for direct consumer access.

Ro CEO Zach Reitano reported positive early feedback on the oral Wegovy pill. The medication is attracting new patients alongside existing users of other GLP-1 weight loss treatments.

Novo is concentrating on the U.S. market before international expansion. The company aims to avoid the supply shortages that occurred during the 2021 launch of injectable Wegovy.

Berenberg analysts forecast the oral Wegovy pill could produce $1 billion in revenue throughout 2026. This estimate depends on Novo maintaining market leadership before competing products launch.

Eli Lilly Market Position

Eli Lilly controls the weight loss injection market with its Zepbound medication. Zepbound received FDA approval in late 2023 and now generates higher quarterly sales than Wegovy injections.

Head-to-head clinical trials demonstrated Zepbound produced superior weight loss results compared to Wegovy. Eli Lilly’s market capitalization stands at $982 billion versus Novo Nordisk’s $210 billion valuation.

The FDA will issue a decision on Eli Lilly’s oral weight loss pill by April 2026. Approval would introduce direct competition to Novo’s oral Wegovy in the pill-based weight loss market.

UBS analysts indicated that reaching 400,000 first-quarter prescriptions would match Eli Lilly’s Zepbound launch performance. That level would surpass the original injectable Wegovy launch results from 2021.

Barclays analysts noted potential challenges for Novo’s oral Wegovy sales. Price competition and changes to state insurance coverage policies could reduce revenue growth.

Weight Loss Drug Pipeline Development

Eli Lilly is advancing orforglipron, its experimental oral weight loss medication. The company is also testing retatrutide, which achieved 28.7% mean weight loss in 68-week clinical trials.

Lilly operates a diverse pharmaceutical portfolio beyond weight loss drugs. Cancer treatment Verzenio and psoriasis medication Taltz each generate over $1 billion in annual revenue.

Novo Nordisk submitted an FDA application for CagriSema, another weight loss therapy under development. The company continues investing in its weight loss treatment pipeline while competing against Lilly.

Both pharmaceutical companies are targeting consumers who pay out-of-pocket rather than through insurance coverage. This business model shift represents a departure from traditional insurance-based pharmaceutical pricing.

Industry analysts plan to review prescription trends over multiple weeks. First-quarter sales data will provide clearer indicators of Novo’s competitive position before Eli Lilly’s oral medication potentially enters the market in spring 2026.

The post Eli Lilly vs. Novo Nordisk: Which Stock Has the Edge Right Now? appeared first on Blockonomi.