Cantor

Securitize shares dropped sharply after the tokenization firm missed Wall Street expectations in its first quarterly update as a public company. Platform activity remained strong, with record average tokenized assets under management and a jump in transaction volume.

The Coldcard wallet exploit has intensified debate over the operational risks of bitcoin self-custody after at least 1,816 BTC was drained from more than 5,200 addresses. Analysts say the breach could support demand for spot bitcoin ETFs and regulated custody platforms as some investors reassess how they hold crypto exposure.

AMINA is evaluating routes that could eventually lead to a public listing while emphasizing strategic growth capital as its immediate priority. The Swiss digital asset bank has drawn attention as crypto firms reassess IPO timing amid uneven public-market performance.

Cantor says Strategy’s top priority is returning its STRC preferred stock to $100, a move the bank sees as central to restarting the company’s bitcoin acquisition engine. The firm expects repeated management actions to support dividend coverage, strengthen the balance sheet and potentially benefit MSTR shares.

Cantor says bitcoin appears to be in the late stages of its current bear cycle, with historical patterns suggesting a possible bottom around October. The bank also says future crypto leaders will be networks that turn real usage into lasting token demand.