N Rotteveel/iStock Editorial via Getty Images Bitcoin ( BTC-USD ) could climb to $85K–$100K by the end of 2026, with the potential to reach as high as $130K in a strong bull market, according to Andri Fauzan Adziima, research lead at Bitrue. Adziima pointed to sustained institutional inflows as a key driver of the cryptocurrency’s recovery. “Bitcoin has rebounded strongly from early-year lows, now...
N Rotteveel/iStock Editorial via Getty Images Bitcoin ( BTC-USD ) could climb to $85K–$100K by the end of 2026, with the potential to reach as high as $130K in a strong bull market, according to Andri Fauzan Adziima, research lead at Bitrue. Adziima pointed to sustained institutional inflows as a key driver of the cryptocurrency’s recovery. “Bitcoin has rebounded strongly from early-year lows, now trading around $70k+ with recent gains supported by consistent ETF inflows,” Adziima said in an interview with Seeking Alpha. “My base case sees BTC climbing to $85K–$100K by year-end 2026, with upside potential to $110K–$130K+ in a strong bull resumption if inflows accelerate and macro conditions improve.” Crypto markets have experienced a volatile start to the year, though prices have stabilized after an early correction. Since the start of the U.S.-Israel-Iran conflict, bitcoin has seen a rise in its prices, leading to talks about the cryptocurrency's geopolitical hedge status again. Adziima said macroeconomic conditions remain the dominant force shaping the market, but institutional flows, particularly through spot Bitcoin exchange-traded funds, have become an increasingly important support. “Spot ETFs have matured into the primary demand channel, providing resilience even amid volatility,” he said, adding that inflows from major asset managers have helped underpin Bitcoin’s rebound. Despite bitcoin’s strength, many alternative cryptocurrencies have lagged behind the market leader. “Many altcoins, including XRP, Dogecoin, and other speculative narratives, continue to underperform due to fading hype and risk-off flows favoring Bitcoin dominance,” Adziima said. Looking ahead, he expects the market to gradually regain ground through the year, barring major macro shocks. “The early-2026 correction has largely played out,” he said, adding that the current environment “strongly favors long-term accumulation over short-term trading.” More on Bitcoin Why Bitcoin's Recovery Sti...
Dirk von Mallinckrodt The underlying inflation over one year stands at 0.9% in February 2026, after 0.7% in January, lower than estimates of 1%. The Consumer Price Index (CPI) rose by 0.6% M/M, following a 0.3% decrease in January, missing estimates of 0.7%. Food prices accelerated slightly Y/Y, as did tobacco prices. Conversely, service prices slowed slightly. This rise in inflation is largely ex...
Dirk von Mallinckrodt The underlying inflation over one year stands at 0.9% in February 2026, after 0.7% in January, lower than estimates of 1%. The Consumer Price Index (CPI) rose by 0.6% M/M, following a 0.3% decrease in January, missing estimates of 0.7%. Food prices accelerated slightly Y/Y, as did tobacco prices. Conversely, service prices slowed slightly. This rise in inflation is largely explained by a less pronounced decrease in energy prices (-2.9% after -7.6%), caused by a base effect on electricity prices, which had fallen sharply in February 2025. More on France EWQ: Falling Real Rates Delayed The Bear Case, But 2026 May Not EWQ: French Stocks Remain Attractively Valued Heading Into 2026 Europe indexes turn lower as oil rally continues Middle East conflicts could trigger EU inflation above 3% - report Seeking Alpha’s Quant Rating on iShares MSCI France ETF
(RTTNews) - Syrah Resources Limited (SYR.AX) announced that the US International Trade Commission (ITC) issued a final negative determination in the antidumping and countervailing duty (AD/CVD) investigation into graphite active anode material (AAM) imports from China. As a resul
(RTTNews) - Syrah Resources Limited (SYR.AX) announced that the US International Trade Commission (ITC) issued a final negative determination in the antidumping and countervailing duty (AD/CVD) investigation into graphite active anode material (AAM) imports from China. As a resul
AutumnSkyPhotography/iStock Editorial via Getty Images Qualcomm ( QCOM ) has become a household name in the smartphone industry, providing chips across the iOS / Android divide for more than a decade and presiding over some spectacular advances in processing power, efficiency, and wireless connectivity. But with Apple ( AAPL ) preparing to replace their wireless chips with in-house designs, Qualco...
AutumnSkyPhotography/iStock Editorial via Getty Images Qualcomm ( QCOM ) has become a household name in the smartphone industry, providing chips across the iOS / Android divide for more than a decade and presiding over some spectacular advances in processing power, efficiency, and wireless connectivity. But with Apple ( AAPL ) preparing to replace their wireless chips with in-house designs, Qualcomm will need to become more than a smartphone supplier and leverage their technical innovations in new industries to increase revenue and maintain the valuation multiples they enjoy today. Qualcomm is not blind to this make-or-break transition and has several opportunities in automotive, IoT, and Windows laptops to grow the business. Below I’ll model whether those revenue streams can buoy Qualcomm’s falling share price before Apple takes off, or if there’s more downside before Qualcomm can turn things around. How quickly can Qualcomm diversify away from smartphone revenue? Qualcomm will rely on growing revenue from its Automotive and IoT segments to make up for slowing growth in its smartphone SOC segment, where some 80% of global Android shipments include Qualcomm components. QCOM will likely retain this dominance in Android designs that will power mid-single digit revenue growth, but losing Apple market share to their own custom wireless chips will reduce revenue by up to 20% that no amount of incremental Android sales will be able to replace. By 2030, Qualcomm forecasts that $8 billion in sales from the automotive segment (the Snapdragon Digital Chassis ) will be one of the biggest revenue drivers for the business. That includes technology like Digital Cockpit (powering in-car interfaces like instrument clusters, infotainment systems, and voice assistants), Autonomous Driver Assist Systems (ADAS) that process data from cameras and sensors and generate AI self-driving outputs, and vehicle networking and services capabilities like WiFi and Bluetooth connections and OTA upd...
AutumnSkyPhotography/iStock Editorial via Getty Images Qualcomm ( QCOM ) has become a household name in the smartphone industry, providing chips across the iOS / Android divide for more than a decade and presiding over some spectacular advances in processing power, efficiency, and wireless connectivity. But with Apple ( AAPL ) preparing to replace their wireless chips with in-house designs, Qualco...
AutumnSkyPhotography/iStock Editorial via Getty Images Qualcomm ( QCOM ) has become a household name in the smartphone industry, providing chips across the iOS / Android divide for more than a decade and presiding over some spectacular advances in processing power, efficiency, and wireless connectivity. But with Apple ( AAPL ) preparing to replace their wireless chips with in-house designs, Qualcomm will need to become more than a smartphone supplier and leverage their technical innovations in new industries to increase revenue and maintain the valuation multiples they enjoy today. Qualcomm is not blind to this make-or-break transition and has several opportunities in automotive, IoT, and Windows laptops to grow the business. Below I’ll model whether those revenue streams can buoy Qualcomm’s falling share price before Apple takes off, or if there’s more downside before Qualcomm can turn things around. How quickly can Qualcomm diversify away from smartphone revenue? Qualcomm will rely on growing revenue from its Automotive and IoT segments to make up for slowing growth in its smartphone SOC segment, where some 80% of global Android shipments include Qualcomm components. QCOM will likely retain this dominance in Android designs that will power mid-single digit revenue growth, but losing Apple market share to their own custom wireless chips will reduce revenue by up to 20% that no amount of incremental Android sales will be able to replace. By 2030, Qualcomm forecasts that $8 billion in sales from the automotive segment (the Snapdragon Digital Chassis ) will be one of the biggest revenue drivers for the business. That includes technology like Digital Cockpit (powering in-car interfaces like instrument clusters, infotainment systems, and voice assistants), Autonomous Driver Assist Systems (ADAS) that process data from cameras and sensors and generate AI self-driving outputs, and vehicle networking and services capabilities like WiFi and Bluetooth connections and OTA upd...
Berkeley Group Holdings Plc reiterated its profit guidance for the year but warned that the conflict in the Middle East was “weighing heavily on risk sentiment.” The housebuilder reaffirmed its pretax profit guidance of £450 million ($598 million) for this year and a “similar level” for 2027, according to a statement Friday. Still, it warned trading had been constrained by the impact on consumer c...
Berkeley Group Holdings Plc reiterated its profit guidance for the year but warned that the conflict in the Middle East was “weighing heavily on risk sentiment.” The housebuilder reaffirmed its pretax profit guidance of £450 million ($598 million) for this year and a “similar level” for 2027, according to a statement Friday. Still, it warned trading had been constrained by the impact on consumer confidence of geopolitical events and macroeconomic uncertainty between Nov. 1 and Feb. 28. “We are aware of the risk of a further deterioration in macro conditions with the potential for higher inflation in the near term and for interest rates to remain higher for longer,” Chief Executive Officer Rob Perrins said in the statement. Read more: UK Mortgages About to Get Pricier as Swap Rates Rise on Iran War UK mortgage costs have been rising again as the conflict in the Middle East raises fresh fears of inflation, while traders have ramped up bets on interest rate hikes by the Bank of England . “If oil gets up to $130, you’ve got inflation at 4.5% and you’re going to have lower demand,” Perrins said in an interview on Wednesday on the sidelines of the MIPIM real estate conference in Cannes. “If it does go on for a longer period of time, it is going to be a difficult time because uncertainty does stop people from building homes.” Britain’s housebuilders have endured a challenging period since borrowing costs jumped in 2022 and government stimulus to help buyers came to an end. Read more: Britain’s Economy Unexpectedly Stalled at Start of the Year Perrins said in the statement Friday that Berkeley would “await to see the impact” of the conflict in the Middle East on the market. In the interview with Bloomberg News at MIPIM, he said he thinks rates “will keep falling,” and that “markets are quite resilient to these types of events.”
Liuser/iStock via Getty Images The U.S. has launched trade investigations into 60 economies—including China, the European Union, Canada, Mexico, Japan, India and Russia—to check if they failed to ban imports of goods that were produced with forced labor. The investigations will be conducted under Section 301(b) of the Trade Act of 1974, which enables the U.S. to impose tariffs on countries engagin...
Liuser/iStock via Getty Images The U.S. has launched trade investigations into 60 economies—including China, the European Union, Canada, Mexico, Japan, India and Russia—to check if they failed to ban imports of goods that were produced with forced labor. The investigations will be conducted under Section 301(b) of the Trade Act of 1974, which enables the U.S. to impose tariffs on countries engaging in unfair practices that impact U.S. commerce. "For too long, American workers and firms have been forced to compete against foreign producers who may have an artificial cost advantage gained from the scourge of forced labor," said U.S. Trade Representative Jamieson Greer. "These investigations will determine whether foreign governments have taken sufficient steps to prohibit the importation of goods produced with forced labor and how the failure to eradicate these abhorrent practices impacts U.S. workers and businesses," he added . The announcement came a day after the U.S. launched Section 301 investigations into excess capacity and production in manufacturing sectors in 16 countries including China, the European Union, Mexico, Japan and India. "The United States will no longer sacrifice its industrial base to other countries that may be exporting their problems with excess capacity and production to us," Greer said . The trade investigations may present an alternative route to replace some of the reciprocal tariffs that the Supreme Court struck down last month. More on U.S. trade States Sue To Block Trump's 10% Global Tariff On U.S. Imports U.S. launches 16-nation trade probe that could lead to new tariffs Policy uncertainty hits highest level since Liberation Day tariffs: BofA UBS economists see 'bumpy' path for U.S. economy through 2028
Getty Images This week, crypto’s integration with TradFi accelerated as Kraken secured a Fed master account and Morgan Stanley moved its spot crypto ETF filings forward. Meanwhile, crude-driven macro volatility triggered a sharp surge in TradFi-linked perp activity, with oil perps trading above $2B per day. Beneath the turbulence, persistent spot ETF inflows into XRP and SOL point to selective dem...
Getty Images This week, crypto’s integration with TradFi accelerated as Kraken secured a Fed master account and Morgan Stanley moved its spot crypto ETF filings forward. Meanwhile, crude-driven macro volatility triggered a sharp surge in TradFi-linked perp activity, with oil perps trading above $2B per day. Beneath the turbulence, persistent spot ETF inflows into XRP and SOL point to selective demand and likely institutional positioning in major altcoin leaders. Crypto’s Convergence with TradFi Accelerates Kraken Becomes First Crypto Bank With Direct Fed Access Kraken Financial received approval from the Federal Reserve Bank of Kansas City on March 4, 2026, for a limited-purpose master account, becoming the first digital asset bank in U.S. history to gain direct access to the Federal Reserve's core payment infrastructure. This historic milestone breaks the longstanding barrier preventing crypto-native firms from direct participation in the U.S. central bank's payment systems, integrating crypto deeper into mainstream finance. Kraken can now settle USD transactions directly via Fedwire, enabling faster, cheaper, and more reliable fiat movements for institutional clients while eliminating reliance on intermediary banks and associated de-banking risks. It significantly enhances Kraken's institutional offerings (e.g., OTC, custody, staking), boosts operational efficiency, and strengthens its positioning ahead of a potential IPO. The approval sets a regulatory precedent, providing a clear pathway for other compliant crypto firms (such as Coinbase or Crypto.com) to pursue similar access and potentially sparking a wave of applications. Overall, it elevates the legitimacy and institutional trust of the crypto industry, accelerating its convergence with traditional financial rails and supporting broader adoption of assets like BTC and ETH. Morgan Stanley Advances Spot ETF Filings Morgan Stanley Investment Management submitted Amendment No. 1 (S-1/A) to the SEC on March 4, 20...