Latest from Will Canny
Slumping Strategy and Strive started with buy ratings at B. Riley
The bank said the bitcoin treasury sector’s slump reset valuations, but opened the door for new digital credit financing models that could revive growth.

How the war in Iran and trader positioning could be behind the surge in Circle's stock
Shares were up another 9.7% on Monday, bringing them nearly to double over the past month.

Canton’s Yuval Rooz says smart contract blockchains face a reckoning over value gap
The network's co-founder says many blockchains pitching financial rails lack the activity to justify their valuations, and stablecoins still lack true product-market fit.

U.S. judge freezes BlockFills assets in dispute over 70 bitcoin with creditor Dominion Capital
A New York federal court barred the crypto trading firm from moving bitcoin tied to Dominion Capital, citing suspended withdrawals and insolvency concerns.

Bitcoin’s drawdown hasn’t shaken institutional investors yet, says CoinShares
Professional investors trimmed exposure but largely held firm during BTC’s recent slump, while long-term allocators quietly added positions, the crypto asset manager said.

Trump-backed American Bitcoin board members scoop up stock following earnings
Board members Justin Mateen and Richard Busch bought roughly 1.6 million shares after the trading window reopened following the bitcoin miner’s latest earnings report.

CEO of crypto investment firm Keyrock says bitcoin is undervalued, entering ‘transition year’
Kevin de Patoul argues that 2026 won't be a washout for digital assets, but instead a structural reset as traditional finance quietly moves onchain.

Circle shares boosted by Middle East tensions, rising oil, fading rate cut hopes, says Mizuho
The stock has risen about 20% since the U.S. strikes on Iran over the weekend.

Bitcoin could slide further on liquidity squeeze, but long-term bull case intact: Sygnum CIO
Fabian Dori says a short-term liquidity squeeze is driving crypto’s slump, with further downside possible, though improving macro data and fundamentals could speed a recovery.

Iranian crypto outflows jump 700% minutes after U.S.-Israeli airstrikes, Elliptic says
The blockchain analytics firm said flows from Iran’s largest exchange spiked immediately after U.S.-Israeli strikes on Tehran, pointing to possible capital flight.

