The S&P 500 has gained 142% from May 2024 to June 2026. However, when AI stocks are striped out, that figure collapses to 16%. The rest of the market, hundreds of companies across dozens of sectors, contributed almost nothing to one of the biggest bull runs in modern history. Five stocks alone have accounted for
Macro investor and former hedge fund manager Jordi Visser said he recently bought Ether as he sees the “tokenization reality” starting this year, with tokenized assets powering agentic AI payments. “I don’t think enough people are talking about tokenization and what’s happening,” Visser told Anthony Pompliano on a podcast on Saturday, predicting that tokenization and
Has the market really not bottomed yet? Looking at post-halving cycles, this idea actually carries some weight. In both 2016 and 2020, Bitcoin [$BTC] tended to bottom around 875 to 917 days after the halving. That timing lines up pretty closely with the big drawdowns we saw, about 73% in the 2018 cycle and around
Developer activity continues to play the role of the leading factor denoting the position of the blockchain network. In this respect, Ethereum, $BNB Chain, and Polygon are dominating the blockchain sector in terms of developer activity. As per the data from Santiment, the other prominent blockchains include Solana, Cosmos, Arbitrum, Avalanche, Optimism, Harmony, and Gnosis.
For years, tokenized assets have promised to transform global finance, but one problem kept standing in the way: settlement. Now, JPMorgan Chase & Co., Mastercard, and Ripple are backing technologies that could finally close that gap and bring trillions of dollars in real-world assets on-chain. The Settlement Gap Holding Back Tokenized Assets For years, banks
For decades, SWIFT has served as the messaging backbone of global banking, connecting more than 11,000 financial institutions. Now, SWIFT is moving into tokenization. Its goal is to connect digital assets, tokenized securities, and bank money through one interoperable framework. If successful, this initiative could help bring trillions of dollars in stocks, bonds, and other
In brief Firms are building quantum-resistant wallets ahead of blockchain upgrades. Approaches range from MPC upgrades to layer-2 overlays. Experts say user behavior and coordination remain weak points in quantum upgrade rollouts. Crypto companies are moving to secure their wallet and custody offerings against a future quantum computing threat, aiming to upgrade user-facing infrastructure faster
Michael Saylor posted “Back to work. $BTC” on X Sunday, May 10, 2026, alongside an image of Strategy’s bitcoin holdings tracker, signaling the firm is resuming its aggressive accumulation after a one-week pause. Key Takeaways: Saylor posted “Back to work. $BTC” on May 10, signaling Strategy’s return to bitcoin accumulation after a one-week pause. Strategy
Michael Saylor, one of the most influential figures in the cryptocurrency world, shared MicroStrategy’s critical shifts in its Bitcoin strategy and future vision in an exclusive interview at the Consensus 2026 conference in Miami. Saylor, known for years for his motto “Never sell your Bitcoins,” stated that the company’s 818,000 Bitcoins are completely “free.” He
Axel Adler Jr., an analyst at the cryptocurrency analytics company CryptoQuant, said that the recent rise in Bitcoin may be a recovery that is more of a correction after a sharp decline, rather than the beginning of a new bull market. Adler Jr., in his analysis, stated that while Bitcoin experienced a market recovery after