According to @LexSokolin, an X post on Sep 13, 2025 listed Figure, Gemini, Klarna, Circle, Bitmine, Sharplink, Robinhood, Coinbase, Affirm, and Square, adding the phrase I love it I love it to convey positive sentiment. Source: https://twitter.com/LexSokolin/status/1966949037556498797 The post signals positive sentiment across fintech and crypto platforms, offering traders a real-time social sentiment input when monitoring sector momentum and potential attention flows. Source: https://twitter.com/LexSokolin/status/1966949037556498797

According to @Matt_Hougan, people are saying two crypto companies went public this week—Figure and Gemini—but he notes he saw a mortgage lender and an exchange go public, adding that disruption has come for financial services; source: Matt Hougan on X, Sep 12, 2025.

According to @StockMKTNewz, more than 30 U.S. equities printed new all time highs intraday today, including GOOGL, ORCL, HOOD, AVGO, TSM, GS, NET, RDDT, ANET, MS, APH, APP, AZO, AEM, BE, CASY, CRDO, CYBR, ERJ, FLEX, FN, HPE, IREN, LITE, LYV, STX, and WDC source: @StockMKTNewz. According to @StockMKTNewz, Robinhood (HOOD) reached an all time high today, and the company offers crypto trading in assets such as BTC and ETH source: @StockMKTNewz; Robinhood Markets. According to @StockMKTNewz, Iris Energy (IREN), a Bitcoin (BTC) mining company, also hit an all time high today source: @StockMKTNewz; Iris Energy.

According to @StockMKTNewz, Prospero AI’s Net Options Sentiment Score currently shows the highest readings in Coinbase (COIN), Nvidia (NVDA), Applovin (APP), Alibaba (BABA), Argenx (ARGX), Unity (U), Humana (HUM), Baidu (BIDU), Root (ROOT), and TransMedics (TMDX), highlighting concentrated options interest that traders can monitor for potential flow shifts; source: @StockMKTNewz on X; Prospero AI. For crypto market positioning, COIN’s inclusion is notable because Coinbase operates a major U.S. cryptocurrency exchange, making COIN options sentiment a direct read on crypto-exposed equity appetite; source: @StockMKTNewz on X; Coinbase Global, Inc. 2024 Form 10-K.

According to @MilkRoadDaily, BitMine now holds 1,866,974 ETH worth approximately $8.9 billion after adding nearly 80,000 ETH in the past week (@MilkRoadDaily). The source adds that BitMine also holds $635 million in cash and that BMNR has become one of the most traded U.S. stocks (@MilkRoadDaily). The post further notes that this ETH stash exceeds what entire nations hold in gold reserves, highlighting BitMine’s scale as a market participant relevant to ETH liquidity and BMNR trading activity (@MilkRoadDaily).

According to @MilkRoadDaily, @ElliotGChun breaks down a 'Crypto Core' of public crypto companies positioned as the next 'Mag 7,' asserting these stocks could dominate equity returns over the next decade; source: @MilkRoadDaily on X, Aug 21, 2025. For traders in crypto-exposed equities, the segment flags specific time points for catalyst review (00:00 Intro; 02:06 Yeezy Token Drama), indicating the content is structured for actionable analysis; source: @MilkRoadDaily on X, Aug 21, 2025. The post frames leadership expectations away from megacap tech toward listed crypto companies via the 'Crypto Core' concept, focusing attention on tradeable public equities tied to the digital asset ecosystem; source: @MilkRoadDaily on X, Aug 21, 2025.

According to @MilkRoadDaily, Bullish (BLSH) is now live on Nasdaq as a new crypto-related ticker, adding another listed avenue for equity traders to access crypto exposure (source: @MilkRoadDaily on X). It is the first such crypto-focused listing since Coinbase (COIN), making BLSH and COIN immediate watchlist pairs for crypto-equity flows and price discovery (source: @MilkRoadDaily on X).

According to @EmberCN, BitMine (BMNR) began accumulating ETH on July 9 and still held an ETH position as of Aug 17 based on the company’s disclosed purchase quantities and prices compiled in the post (source: @EmberCN on X, Aug 20, 2025). According to @EmberCN, SharpLink Gaming has also been buying ETH over the past two months, and the post estimates a weighted-average cost basis for its ETH treasury from its announced buy quantities and prices (source: @EmberCN on X, Aug 20, 2025). According to @EmberCN, traders are watching the compiled cost-basis levels as potential support during the current ETH pullback (source: @EmberCN on X, Aug 20, 2025). According to @EmberCN, monitoring ETH price reaction near those cited cost levels and any new purchase disclosures from both companies is a key trading focus for ETH spot, derivatives, and related equities (source: @EmberCN on X, Aug 20, 2025).

According to @StockMKTNewz, Cathie Wood and ARK Invest bought 262,463 shares of Block $XYZ today, marking institutional accumulation that traders may track for near-term liquidity cues in the name (source: @StockMKTNewz on X, Aug 12, 2025). Block discloses that Cash App offers Bitcoin trading and generates Bitcoin-related revenue exposure, making this transaction relevant for BTC-linked equity positioning and crypto-beta strategies (source: Block 2024 Form 10-K and shareholder materials).

According to @VanessaGrellet_, SBET is positioned as the ETH treasury play for corporates globally in an X post that tags SharpLink Gaming and includes a link for more information. Source: X post by @VanessaGrellet_, Aug 9, 2025. The post provides no quantitative details such as ETH allocation size, treasury policy specifics, partnerships, pricing, or timelines, and it does not reference official company filings or press releases. Source: X post by @VanessaGrellet_, Aug 9, 2025. The only tradable tickers explicitly referenced are SBET and ETH, framing a stock–crypto treasury narrative without additional disclosures in the provided content. Source: X post by @VanessaGrellet_, Aug 9, 2025. Traders seeking verification would need to review SharpLink Gaming investor communications or regulatory filings for confirmation, which are not included in the post. Source: X post by @VanessaGrellet_, Aug 9, 2025.

According to Farside Investors, Marathon Digital Holdings (MARA) mined 703 BTC and CleanSpark (CLSK) mined 671 BTC in July 2025. These production figures highlight both companies' strong operational efficiency and sustained capacity in the competitive Bitcoin mining sector. The reported output may influence market sentiment for MARA and CLSK shares, as well as impact BTC price dynamics by signaling continued institutional mining strength. Traders should monitor MARA and CLSK stock performance and Bitcoin price reactions for potential short-term volatility following these disclosures (source: Farside Investors).

According to @MilkRoadDaily, last week saw significant movement in crypto-related earnings, with Coinbase missing analyst expectations, MicroStrategy outperforming forecasts, and Robinhood delivering unexpected results. These developments influenced crypto stocks, particularly as Coinbase's miss put pressure on crypto exchanges, while MicroStrategy's strong performance, driven by Bitcoin (BTC) holdings, boosted sentiment for BTC-exposed equities. Robinhood's surprising earnings suggest continued retail interest in crypto trading. Traders should monitor how these earnings shape short-term volatility and trading volumes across the broader cryptocurrency and stock markets. Source: @MilkRoadDaily.

According to @StockMKTNewz, Earnings Hub simplifies the complex earnings season by offering a comprehensive, free earnings calendar that can help both stock and crypto traders track key earnings events efficiently. This tool provides essential earnings data that may impact market volatility and influence trading strategies, particularly as earnings reports often trigger significant price movements in related crypto stocks and blockchain-related equities. Source: @StockMKTNewz.

According to @QCompounding, Book Value per Share (BVPS) is calculated by subtracting total liabilities from total assets and dividing by the number of shares outstanding, providing a clear measure of shareholder equity per share. Traders use BVPS to evaluate whether a stock is undervalued or overvalued compared to its market price, which impacts trading decisions and portfolio management strategies. This metric is particularly relevant for identifying potential arbitrage opportunities and for assessing intrinsic value in both traditional equities and crypto-related stocks, which often track underlying asset values closely (source: @QCompounding).

According to Adrian Newman, Kraken has completed a $500 million fundraising round at a $15 billion valuation. This move positions Kraken for a potential IPO at an estimated $25 billion valuation, drawing comparisons to Coinbase's current market capitalization of around $100 billion. Traders should note that Kraken, as the largest crypto exchange in the US by some measures, may impact sentiment and valuations for exchange-related tokens and stocks. This development could influence the broader crypto trading ecosystem, especially as Kraken approaches public markets. Source: Adrian Newman.

According to @MilkRoadDaily, this week will see key earnings reports from three leading crypto-linked companies: Robinhood (HOOD) reporting on Wednesday, followed by Coinbase (COIN) and MicroStrategy (MSTR) on Thursday. These events are expected to drive significant volatility and trading opportunities in both equities and the broader cryptocurrency market, as performance updates from these firms often influence sentiment and price action for major cryptocurrencies such as Bitcoin (BTC) and Ethereum (ETH). Source: @MilkRoadDaily.

According to @FarsideUK, an analysis of companies holding Bitcoin (BTC) in their corporate treasuries reveals their stock prices have significantly outperformed the underlying asset since January 31, 2024. The data shows Semler Scientific (SMLR) leading with a remarkable 139.7% gain, followed by MicroStrategy (MSTR) with a 106.3% increase. Other notable performers include DeFi Technologies (DEFI) at +78.2% and Metaplanet (3350.T) at +64.3%. For comparison, Bitcoin (BTC) itself saw a 45.3% price appreciation during the same period. This trend suggests that for traders, equity in these Bitcoin-holding firms has offered a leveraged play on the cryptocurrency's performance.

According to The Kobeissi Letter, Block's stock ($XYZ) surged by over 10% following the news of its upcoming inclusion in the S&P 500 index. This development is significant for traders as inclusion in a major index like the S&P 500 typically leads to forced buying from index funds and ETFs, potentially driving the price higher. For the crypto market, this is a positive signal, as Block is a major publicly traded company with significant exposure to Bitcoin (BTC) through its Cash App services and corporate treasury holdings. A strong performance by a crypto-related stock can enhance investor sentiment towards the broader digital asset ecosystem.

According to Farside Investors, corporate Bitcoin treasury strategies are significantly impacting stock prices. The stock for SQNS experienced a massive 70.9% increase after the company announced its acquisition of 370 BTC. In related news, Semler ($SMLR), another company with a Bitcoin treasury, saw its stock rise 13.3% after attracting a bid, a move potentially influenced by a new 'BUY' rating from Maxim Group. The trend of corporate adoption continues as Vaultz Capital has also joined a corporate Bitcoin program, signaling growing interest in BTC as a treasury asset.

According to Aaron Brogan, the recent wave of crypto initial public offerings (IPOs) signals a significant shift in market dynamics, highlighted by Circle's (USDC) blockbuster debut which raised $1.05 billion and saw its market capitalization soar to $43.9 billion. Brogan suggests three key theories for this success: a public market premium where investors pay more for crypto exposure through stocks, as seen with MicroStrategy; anticipated regulatory clarity from the proposed GENIUS Act for stablecoins; and a favorable macro environment with high Treasury yields boosting issuer revenue. This IPO boom occurs as the industry grapples with valuation, with analyst @QCompounding noting that current models are flawed, similar to the early dot-com era. @QCompounding proposes a new framework based on 'velocity and flow'—measuring economic activity like stablecoin turnover and DeFi transaction loops—to better assess a blockchain's intrinsic value. Underscoring this market evolution, Jean-Marie Mognetti of CoinShares reveals survey data showing nearly 90% of crypto holders plan to increase their allocations, demanding advisors with deep expertise in risk and regulation. Further positive sentiment comes from the U.S. Federal Reserve removing 'reputational risk' from bank examinations, potentially easing barriers for traditional finance to engage with crypto.