Prediction market platform Polymarket plans to resume U.S. operations before the end of November, according to sources cited by Bloomberg. The company acquired QCX, a licensed derivatives exchange, after reaching a 2022 settlement with the CFTC that resulted in a $1.4 million penalty and required it to cease domestic services. The platform has opened a waitlist for U.S. users ahead of its reentry.

S&P Global Ratings assigned Strategy Inc. a B-minus issuer credit rating with stable outlook, citing the bitcoin-holding firm's balance sheet concentration and structural currency mismatch. TD Cowen maintained its Buy rating with a $620 price target, projecting potential 114% upside. The firm estimates Strategy could accumulate approximately 900,000 BTC by 2027, representing over 4% of total bitcoin supply.

JPMorgan analysts upgraded Coinbase with a December 2026 price target of $404, citing a potential Base network token valued between $12 billion and $34 billion. The bank highlighted Base's growth to over $5 billion in total value locked and shifts in USDC reward distribution as key monetization opportunities.

Stripe could access a market exceeding $350 billion by 2030 through expansion in AI-driven transactions and blockchain payment systems, according to JPMorgan analysts. The fintech company, valued at $107 billion, processed over $1.4 trillion in annual payment volume across 195 countries and turned profitable in 2024.