Filtered library · Theme
Crypto exchanges & financials theme · 33 dossiers
Dossiers in the Crypto exchanges & financials theme cluster — 33 names moving on shared catalysts.
All dossiers HOOD Robinhood Markets, Inc. fresh MEDIUM The 2026-08-21 breakout above the $97.28/$98.87 band held its weekly close at $108.13, then gave 4.2% back to $103.62 on 2026-08-24 — still above the band, follow-through above $109.25 rejected. The dated binary is the 2:15 p.m. ET cloture… COIN Coinbase Global, Inc. fresh LOW Fourth session of the CLARITY repricing gave ground: adjusted close $179.48 on 2026-08-24 vs $186.49 on 08-21, RSI(14) 67.3 from 74.9, with the $160.20 gap floor still intact. The 08-24 tokenized-stocks launch on Base (Chainlink oracle,… CRCL Circle Internet Group, Inc. fresh LOW Still a policy trade, but the first company-level support in weeks arrived: Bernstein's 2026-08-24 note reports USDC supply +$1.7B in a week after ~six months flat, reiterating $140 while Susquehanna raised to $92 on a Neutral. Circle has… MSTR Strategy Inc fresh LOW Eighth straight week with no bitcoin bought: the 2026-08-24 8-K shows ~$2.01B of common sold at an average near $109.88 into the rally, with 100% routed to STRC buybacks, a $5.1B USD Reserve and a new $1.59B "USD Cash" pool. Credit… GLXY Galaxy Digital Inc. fresh LOW Legacy crypto-financials name re-rating to AI-data-center landlord: Phase I ~200MW at the Helios campus was delivered to CoreWeave on 2026-07-06, turning the ~$4.5B/15-yr lease from promise into live contracted revenue while shares still… PURR Hyperliquid Strategies Inc fresh LOW The gamma-squeeze/index leg is over: PURR is -42% from its 6/1 high of $11.62 to $6.68 (7/17), through the $7.70 shelf, and now trades at roughly 0.78x the value of its 17.6M HYPE stack — a treasury premium that has flipped to a discount,… MRX Marex Group plc HIGH Roll-up compounder in clean momentum continuation: the sell-side is now chasing price, with KBW $80, Barclays $76 and Piper $75 targets (Jul 9-15) leapfrogging the old $60 consensus, while the Bright Point clearing bolt-on (2026-07-09)… BH Biglari Holdings Inc. MEDIUM Q2 10-Q (filed 2026-08-07) answered the dilution question early: six-month issuance proceeds of $14,920k do not exceed the $15,073k of ATM sales already disclosed through 2026-05-08, so nothing material was sold into the June run to… BULL Webull Corporation MEDIUM June dormant-to-leader flip is confirming: the ~$7.52 breakout resolved up on the 2026-07-21 surge, Rosenblatt lifted its target to $13 (2026-07-16), and June ops printed 28.2M users / $800M net deposits. Theme accelerating; read is a… CME CME Group Inc. MEDIUM Event-contract and 24/7 pivot got dates: NHL FutureSports futures 2026-09-28, Silicon Data H100/B200 compute futures 2026-10-05, 24/7 silver 2026-09-11 — all announced 2026-08-11. Price recovered to $274.98 (2026-08-21) but still sits… OWL Blue Owl Capital Inc. MEDIUM Private-credit-stress bottom trade now digesting: price -1.7% from the 2026-08-07 close while RSI(14) unwound 83.9 to 58.1, and term funding reopened with $750M of 6.750% 2036 notes priced 2026-08-12. Nothing resolves the redemption… PENN PENN Entertainment, Inc. MEDIUM Q2 (2026-08-06) kept the digital turnaround on schedule — interactive adj-EBITDA loss $9.5M (+$52.5M YoY), Q4-2026 profitability target and $1.963B retail EBITDAR midpoint intact — but the tape decoupled: prediction-market headlines took… QTWO Q2 Holdings Inc MEDIUM Post-print re-rate has stalled into consolidation: the 2026-07-29 beat-and-raise (FY26 $881–886M, 28.6% adj. EBITDA margin, +$350M buyback) still stands, but no analyst action since 2026-07-31, RSI decay from 70.4 to 55.6, and two officer… RELY Remitly Global, Inc. MEDIUM Operating-leverage leg still working: Q2 on 2026-08-05 delivered Adjusted EBITDA +79% on revenue +20% and a raised FY guide of $1.978–1.988B / $410–415M. Since then the only new information has been supply — directors sold 2026-08-12… TBLA Taboola.com Ltd. MEDIUM Legacy open-web ad network repricing as a toll booth on AI answer surfaces: the 2026-06-16 DeeperDive ad-network launch (35% take rate, open to third-party LLMs/agents) plus the 2026-07-01 Wikitree win drove a breakout to 52-week highs… UHAL U-Haul Holding Company MEDIUM Storage-plus-capital-return re-rating held through a weak print: Q1 FY2027 (2026-08-05) missed on EPS ($0.58 vs $0.69 est.) yet the stock made a new 52-week high at $75.27, helped by disposal losses reversing $24.0M to a $1.9M gain. Now… ABX Abacus Global Management, Inc. LOW Q2 beat everything management guides to — revenue $73.020M vs $66.088M consensus, adj EPS $0.28 vs $0.24, FY $1.00–1.05 affirmed (2026-08-06) — and bought no price: $9.27 close on 2026-08-14, 22.8% off the high and through the $10 shelf.… ASST Strive, Inc. LOW Treasury-premium narrative still inverted: the 2026-08-10 Q2 print booked a $257.6M loss, 94.1% mark-to-market, against a $94,761 average cost versus the $64,812 Strive itself paid in early August. Buying restarted (147 BTC, 08-03 to… AVXL Anavex Life Sciences Corp. LOW Governance, not approval, is the leg: PVG's six-nominee GOLD slate meets the board's WHITE slate at the 2026-09-24 annual meeting. Since 2026-08-15 the contest kept filing (8-K 08-17, DFAN14A 08-19) while price stalled — $3.24 on… BBBY Bed Bath & Beyond, Inc. LOW Lemonis "Everything Home" roll-up keeps closing deals — Container Store now wholly owned (2026-07-08), TwoPonds folded in (2026-07-01) — but the tape has bled from $5.83 to ~$4.96 and sits on the $4.26 52-week low as shares balloon past… BMNR BitMine Immersion Technologies, Inc. LOW Premium-to-NAV funding engine is closed; the 2026-08-10 release shows capital flipping from coin to float — 7,391 ETH bought for $14.3M (smallest week of 2026) against 3.0M shares retired, with cash down to $104M from $173M. The narrative… BTBT Bit Digital, Inc. LOW Both legs of the wrapper are now rolling over: WhiteFiber (WYFI, ~70.5% owned) de-rated from $38.50 to $27.57 as the June neocloud mania cooled, and BTBT slid to ~$1.50, a step above its $1.25 low. SOTP discount still ~49% (~$745.6M WYFI… BTGO BitGo Holdings, Inc. LOW Broken IPO that cleared its 2026-07-21 lockup without a supply flood but is grinding on the $4.665 all-time low with no bounce; Goldman cut its target to $7.75, and the undated $100M Galaxy verdict plus the ~2026-08-26 Q2 print are the… CGC Canopy Growth Corporation LOW The rescheduling binary CGC trades on came and went: the DEA hearing closed 2026-07-15 with no verdict, briefs due 2026-08-17 and the ALJ recommendation undated into H2 2026, likely litigated into 2027. Shares closed $0.89 on 2026-07-24,… DJT Trump Media & Technology Group Corp. LOW Fusion pivot is the leg: the 2025-12-18 all-stock TAE Technologies merger (>$6B, ~50/50 fully diluted) is what's actually being bought, while the crypto-treasury leg was terminated 2026-08-07. The S-4 was still unfiled as of 2026-08-05,… GCMG GCM Grosvenor Inc. LOW Alternatives-manager re-rate stalled — GCMG printed a new $14.38 high on the 2026-07-13 Piper upgrade, then reversed ~15% to a $12.20 close into the 2026-08-06 Q2 binary. The AI-datacenter infra/private-credit fundraising thesis is intact… MARA MARA Holdings, Inc. LOW AI/HPC power-buildout re-rate is the leg being bought — the 2026-07-09 HIF deal adds up to 2 GW in Texas, lifting potential capacity toward ~4.8 GW — but the golden-cross base fully round-tripped to ~$11.4 as analysts cut across the board… QDEL QuidelOrtho Corporation LOW Deal-rumor leg fully retraced and still unresolved: the 2026-08-06 cut (FY26 adj EPS to $0.65–0.90 from $1.80–2.00, FCF guide withdrawn) took price back to the $13.79 pre-rumor shelf, and the $14.74 close of 2026-08-21 is drift on no… SBET SharpLink, Inc. LOW ETH broke $1,850–$1,950 to ~$2,280 on 2026-08-20 on a $1.9B short-liquidation cascade, carrying SBET to $7.91 with RSI 78.3 — despite a 2026-08-10 Q2 miss and a $394.3M net loss. What trades now is levered ETH beta into the 2026-09-15… SNEX StoneX Group Inc. LOW The split-momentum leg is dead. SNEX round-tripped from a $139.01 all-time-high close (2026-06-18) to $102.99 on 2026-07-17 — down 12.5% in a week, 22.4% in a month — while insiders dumped $94.2M over three months with zero buys.… XXI Twenty One Capital, Inc. LOW The one re-rate catalyst just died: Tether's Strike–Elektron three-way merger was scrapped on 2026-07-21 and CEO Jack Mallers quit, dropping XXI to a fresh all-time low near $4.46. A leveraged-Bitcoin-treasury proxy stuck below 1.0x float… YAAS Youxin Technology Ltd LOW July's re-ignition failed: the 2026-07-14 RiverBit term sheet and 2026-07-15 Guangzhou AI agreement produced no higher low, and the response was a second reverse split (1-for-5, effective 2026-07-30). Two splits inside ten months now… DFDV DeFi Development Corp. fresh NONE