This is the ‘most underappreciated’ driver for Microsoft’s business, according to one analyst
Investors understand Microsoft’s cloudcomputing opportunities, but may not be giving enough credit to the revenue potential of its software business.…
Crypto Biz: CLARITY Act setback puts Coinbase in the spotlight
Coinbase draws scrutiny after the CLARITY Act stalls, while the SEC moves ahead with tokenized stocks and crypto firms push deeper into payments.…
ECB plans to buy tokenized bonds with its own funds
The European Central Bank rolled out a new system to link its payment system to blockchainbased financial markets. Source：CoinDesk
AI is a Pandora’s box that some CEOs seem wary of opening — at least with investors
Corporate America may be broadly using AI, but an analyst noted that some management teams are hesitant to bring it up with investors because it won’t…
Why banks and offshore hubs like Dubai are winners of the Senate killing the Clarity Act
One expert believes that the failure to pass the bill is a win for the banks that staunchly oppose stablecoin yields, while a global crypto lawyer believes…
AT&T’s stock looks like the smartest bet in the wireless sector, analyst says
An analyst at BNP has taken a positive view of AT&T’s stock, writing that investors should have “little to quibble with on the mobile side.” Source：MarketWatch
Kyle Samani predicts SOL flippening, claims ‘no one’ uses ETH
Multicoin Capital cofounder Samani expects SOL to surpass Ether’s market capitalization “this market cycle” and argues that “today, no one really uses…
Bitmine bought $75 million ether as Tom Lee says institutions are still underweight crypto
The largest Ethereumcentric treasury firm kept buying, while its chairman argued ETH’s strong third quarter could push institutions to increase crypto…
Strategy buys 950 Bitcoin for $76M, repurchases $174M in STRC
Strategy bought 950 Bitcoin for $75.7 million after a twoweek pause and spent another $174 million repurchasing its STRC preferred stock. Source：Cointelegraph
Treasury Secretary Scott Bessent champions dollar dominance across global markets and stablecoins
Bessent pushed back against a bearish assessment of the U.S. economy highlighting strong growth, foreign demand for American assets and continued dollar…
Google and Apple seek crypto talent as Big Tech eyes stablecoin and tokenization rails
The tech giants’ job listings could indicate that they are separately pursuing experts in stablecoins and tokenized deposits for future projects.…
Strategy returns to bitcoin buys, adding $75 million of BTC last week
It's the first week of bitcoin purchases for Strategy in about three weeks. Source：CoinDesk