Stocks

On 21 February 2026, macro strategist Lyn Alden explained on the Coin Stories podcast why Bitcoin's cycle is subdued. She said capital has flowed into AI equities like Nvidia, leaving BTC near $67,849 versus its October 2025 high of $126,100, and cautioned against a rapid rebound. Alden sees potential $10,000–$20,000 downside before a durable bottom.

OpenAI told investors it plans about $600 billion in compute spending by 2030, replacing the $1.4 trillion figure previously discussed by Sam Altman. The company projects over $280 billion in 2030 revenue, nearly evenly split between consumer and enterprise, while Nvidia confirmed talks on a potential $30 billion investment separate from a September $100 billion framework.

According to a recent analysis by Fortune, Bitcoin and Ethereum are enduring one of their toughest year openings on record, with Bitcoin about 46% below its all-time high and Ethereum roughly 60% under its peak. Since January, the S&P 500 is up approximately 0.4%, the Dow Jones has gained 2.3%, and gold and silver have advanced around 17% and 14%, underscoring a divergence from crypto.

On Friday, the US Supreme Court ruled 6–3 that the Executive Branch lacks authority to impose tariffs under the International Emergency Economic Powers Act. President Donald Trump criticized the decision and said he would seek "other alternatives" to restore tariffs. A 100% China tariff announced on Oct. 10, 2025 previously sent Bitcoin from about $122,000 to about $107,000 within minutes.

US spot Bitcoin ETFs recorded $165.8 million of outflows on Thursday, lifting weekly withdrawals to $403.9 million. According to session data, year-to-date losses are nearing $2.7 billion as trading volumes fell about 21% to their lowest since late December. Analysts describe the start of 2026 as historically weak for the category.

Crypto assets climbed on Friday morning after the U.S. Supreme Court invalidated President Donald Trump's broad tariff regime. Bitcoin rose 1.75% to about $67,769 as Ethereum hovered near $1,960 and Solana around $84; Coinbase and other crypto-exposed stocks also advanced. Analysts said a negative tariff ruling could weigh on Treasuries and the dollar while favoring risk assets.

Northeast Community Bancorp (NASDAQ: NECB) trades at $23.85 with a trailing P/E of 7.34 and a price-to-book of 0.92. The bank reports earnings on April 21, 2026, and offers a 4.19% dividend yield supported by a ~24% payout ratio. Recent performance includes ROA of 2.18% and ROE of 13.26%.

US spot Bitcoin ETFs recorded $165.8 million of outflows on Thursday, lifting weekly losses to $403.9 million and year-to-date redemptions to $2.7 billion. Analysts say 2026 is proving to be one of Bitcoin's weakest starts, with prices down roughly 22% YTD and IBIT leading weekly outflows at $368 million.

Kraken said on Thursday that xStocks has exceeded $25 billion in cumulative transactions less than eight months after launch, counting centralized and decentralized trades plus minting and redemptions. The platform reports $3.5 billion in onchain volume and over 80,000 unique onchain holders, alongside a 150% increase since November.

ProShares launched the GENIUS Money Market ETF under ticker IQMM, investing solely in short‑term U.S. Treasurys and designed to qualify as reserve assets for stablecoin issuers. The fund uses a floating NAV, intraday trading, and same‑day settlement, with prospectus notes that yields could be lower versus broader money market mandates.