Core Scientific Inc（CORZ）資訊與事件CORZCore Scientific Inc

Coinbase Q3 Trading Volume Market Share Reaches 10.7%, Barclays Lowers Price Target to $120

As bitcoin, ethereum and other cryptocurrencies see major legal, institutional, and technological developments, the financial landscape continues to adapt. Stay up on the crypto news that matters with the "Crypto Currents" weekly from The Fly. Also, join us for your essential daily recap, every day at 2 PM ET on FlyCast radio.EARNINGS:On Thursday, Coinbasereportedwhich compared to analyst estimates of 8c and $1.23B, respectively. The company's Crypto Trading Volume Market Share reached 10.7% in Q3, its fourth consecutive quarter of market share gains. Coinbase prediction markets surpassed $200M in annualized revenue, growing even through seasonally slower sports months. Daily traders grew over 60% quarter-over-quarter and paid Coinbase One subscribers reached an all-time high in Q3, up 24% year over year. The company also reported that transaction revenue Q4-to-date was $165M and it expects Q4 S&S revenue $550M-$630M and transaction expenses in the mid-teens as a percent of net revenue. Coinbase also guided to FY26 adjusted expenses of $4.15B-$4.3B."We continued to execute well on things in our control and compound gains. One of our major assets is that we are the most trusted player in crypto and store more crypto than any company in the world, so it was great that we returned to our peak Assets on Platform market share," said Brian Armstrong, CEO. "Prediction markets have been one of the fastest-growing products in Coinbase history, growing even through slower sports months driven by crypto contracts where we have a strong right to win."Following the report, Barclays lowered the firm's price target on Coinbase to $120 from $149 and kept an Underweight rating on the shares. The company's adjusted EBITDA beat consensus, driven by a transaction revenue beat and lower costs, but the revenue run rate into Q4 is trending lower, the analyst said. The firm added that Coinbase's costs are expected to come in higher than expected, resulting in a "sizeable downgrade" in Barclays' near-term EBITDA estimates.JPMorgan lowered the firm's price target on Coinbase to $187 from $189 and kept an Overweight rating on the shares post. The firm said the transaction environment continues to struggle. Prediction markets are growing for Coinbase, but it is hard to ascribe value, the analyst said.Wells Fargo lowered the firm's price target on Coinbase to $174 from $200 and kept an Equal Weight rating on the shares. Prediction markets and USDC cushioned a weak crypto backdrop, but the quarter did not signal a broader acceleration. With activity still soft and spending moving higher, Wells is taking transaction estimates down despite continued product progress.Meanwhile, Canaccord lowered the firm's price target on Coinbase to $275 from $300 and kept a Buy rating on the shares. The firm said they remain encouraged by Coinbase's execution as the business continues to broaden beyond crypto spot trading. Q3 revenue held roughly flat despite softer activity, while a leaner cost base supported a meaningful improvement in profitability.Additionally on Wednesday, Ripple and Coinbase announced a partnership to bring Ripple USD to Coinbase, significantly expanding market access and utility for the enterprise-grade stablecoin in the U.S. Retail and institutional clients can trade and manage RLUSD through Coinbase Prime, Coinbase Exchange and the Coinbase Retail app, with 1:1 conversion from U.S. dollars and other supported USD-denominated stablecoins into RLUSD.On Thursday, Strategyreportedwhich compared to analyst consensus of $22.89 and $129M, respectively. As of October 25, the company's digital assets were comprised of approximately 848,517 bitcoins, with an original cost basis and market value of $64.02B and $68.9B, respectively, which reflect an average cost per bitcoin of approximately $75,446 and a market price per bitcoin of approximately $81,200 as of October 23. "Strategy demonstrated its commitment to returning STRC to health. We grew our USD Assets to $5.1B, increased USD Duration to 3.4 years, and repurchased $2B of STRC. We also continued to innovate. With shareholder approval on October 28, we upgraded STRF, STRC, STRK, and STRD to daily dividends, so investors can accrue dividends every calendar day of the year, including weekends and holidays. Daily dividends are a natural step toward the tokenized, 24/7/365 financial system. Digital Credit is being built for that world, and Strategy intends to lead it," said Phong Le, CEO.The company also announced that Andrew Kang will be stepping down as CFO, effective November 5. Le will serve as the company's principal financial officer and assume responsibility for the finance organization during the transition, and effective January 1, Reza Virasteh, Strategy's current EVO of Operations, will become EVP and CFO, serving as co-principal financial officer alongside Le, who will retain responsibility for the financial management of the company's bitcoin strategy.Following the report, Clear Street lowered the firm's price target on Strategy to $209 from $211 and kept a Buy rating on the shares, citing a lower bitcoin price assumption for the firm's lowered target. Strategy has prioritized repairing its capital stack over adding bitcoin since June, but the firm believes "that work is largely complete," the analyst said.On Tuesday, Galaxy Digitalreportedwhich compared to analyst estimates of 20c and $12.16B, respectively. "Galaxy delivered a strong third quarter, reflecting the strength of our established Digital Assets franchise, significant appreciation across our investments portfolio, and the growing contribution from our Data Centers business. Our strategy is centered on two significant opportunities in the global economy: the modernization of financial markets through digital assets and the expansion of AI infrastructure. The progress we're making across both businesses is strengthening and diversifying our earnings profile, while positioning Galaxy to capitalize on substantial growth opportunities. We remain focused on disciplined execution and creating long-term value for our shareholders," stated CEO Mike Novogratz.Goldman Sachs lowered the firm's price target on Galaxy to $20.50 from $24 and kept a Neutral rating on the shares. The broad-based quarterly earnings beat reflects encouraging operating trends, although with puts and takes in the Data Center segment, in which the company appears incrementally constructive on being able to contract out its 830MW Helios Phase II data center to an IG-rated counterparty, the analyst said. The firm adjusted its price target as it employs a sum-of-the-parts valuation methodology and rolls forward its next 12-month target multiples by one quarter.H.C. Wainwright lowered the firm's price target on Galaxy to $36 from $40 and kept a Buy rating on the shares. The firm said Helios Phase II is fully funded and progressing on schedule, while Phase III financing and Helios II leasing are the next catalysts for the stock. H.C. Wainwright remains buyers of Galaxy, believing continued execution at Helios and improving digital asset sentiment should outweigh near term regulatory and credit market concerns.Galaxy also announced Thursday that its subsidiary, Galaxy Digital LP, has submitted an application to the Office of the Comptroller of the Currency to establish Galaxy National Bank, a proposed national trust bank headquartered in New York.BINANCE HIT BY $6.3B HACK:On Thursday, cryptocurrency exchange Binance reported that it had experienced a security incident. The company said, "Binance's initial investigation suggests that the security incident may involve a compromised DevOps engineer's laptop, which allowed an attacker to gain access to a service container and submit unauthorized withdrawal transactions. We have found no evidence of any wallet private key leak. We will share a detailed technical post-mortem once the investigation is complete and the facts are fully verified. The estimated total impact sits at around $6.3B. We have worked with blockchain partners to freeze affected assets, with ~$3B frozen on-chain so far.  Binance will cover all losses from the SAFU fund and the company's funds. User funds are safe. We will also publish an updated Proof of Reserves once the remediation is complete. As an immediate precaution, Binance has temporarily suspended withdrawals while security checks are completed; revoked the affected address authorisation; engaged law enforcement and blockchain intelligence partners to trace and recover funds. Our teams are working around the clock to resolve this issue safely and thoroughly. We are working closely with our law enforcement partners to confirm the identity of these criminals and bring them to justice."CIRCLE PRICE TARGET CUT:Mizuho lowered the firm's price target on Circle Internettoon the shares. The firm believes AI personal assistant engines pose a "marked risk" to Circle's medium-term revenue. Mizuho's simulation shows that agents like Muse are likely to recommend steering away from USDC, with a strong preference for high-yielding FDIC insured alternatives, the analyst said. However, if users insist on staying in crypto, the AI agents seem to prefer other platforms versus Circle, contended the firm. It sees a $4B-$9B potential medium-term downside risk to the USDC market-cap and 10%-20% to reserve revenue.Additionally on Tuesday, ACI Worldwideand Circle announced a collaboration to show how stablecoin settlement can be integrated into existing banking and payment infrastructure. The initiative leverages ACI Connetic, ACI's cloud-native intelligent payments orchestration platform, and Circle's USDC infrastructure to demonstrate how financial institutions can incorporate stablecoin settlement into existing payment operations, helping bridge traditional payment systems and emerging digital asset capabilities. The implementation will initially focus on Colombia, where ACI Worldwide built the central infrastructure powering Bre-B, the country's interoperable instant payments ecosystem.ICE TO BRING HYPERLIQUID-BASED PERPETUAL MARKETS TO U.S.:Intercontinental Exchangeand Trade[XYZ] announced Thursday a definitive agreementsubject to regulatory approvals. Under the agreement, ICE is the exclusive operator of Trade[XYZ]'s regulated markets and intends to establish a new, dedicated, regulated retail market and clearing structure for that purpose. ICE is also making a strategic investment in Trade[XYZ] to support the agreement. Trade[XYZ] offers eligible users outside the United States 24/7 access to perpetual contracts referencing equities, equity indices, commodities, and currencies. Hyperliquid provides the underlying infrastructure for these markets, while Trade[XYZ] designs and implements the products customers seek to trade."We've seen a clear increase in retail participation in markets, and that participation is becoming far more global, with retail traders increasingly seeking short-duration exposure, often around the clock. Together with Trade[XYZ], and subject to regulatory approvals, we intend to bring these markets into a U.S. regulated framework, combining Trade[XYZ]'s retail market expertise with ICE's exchange, clearing and regulatory capabilities," said Jeffrey Sprecher, CEO. "We intend to find retail traders where they want to be, through the partners, brokers, and platforms they already use. We see these perp markets as additive to our futures markets, not a replacement for them."OTHER CRYPTO NEWS:BitGoto integrate WisdomTreefundBitmine Immersionreportsas of October 25DeFi DevelopmentaddsStrivepurchases 6,182 bitcoin,price target raised to $43 from $32 at StoneXKingsway expresses concerns over TON Strategy's'limited'BNY Mellon, Ripple announceRobinhood, Ripple partner forCanton Strategic HoldingsintendsRBCH calls on SolmatetoB. Riley lowers price target on TeraWulftoApplied DigitaltoBitdeertoCleanSparktoCore ScientifictoHut 8toIrento, Keel Infrastructuretoand Riot PlatformstoSecuritizetoCRYPTO STOCK PLAYS:Publicly traded companies in the space include Bit Digital, Coinbase, Core Scientific, Mara Holdings, Strategy, Riot Platforms and TeraWulf.PRICE ACTION:As of time of writing, bitcoin dropped roughly 6% this week to $76,879 in U.S. dollars, according to CoinDesk.

Webull to Launch Crypto-Linked Perpetual Futures in November

As bitcoin, ethereum and other cryptocurrencies see major legal, institutional, and technological developments, the financial landscape continues to adapt. Stay up on the crypto news that matters with the "Crypto Currents" weekly from The Fly. Also, join us for your essential daily recap, every day at 2 PM ET on FlyCast radio.WEBULL TO DEBUT CRYPTO-LINKED PERPETUAL FUTURES:Webullannounced Tuesday it will offerstarting in November, expanding its derivatives offering through access to a growing asset class through a regulated platform. Webull's perpetual futures will be listed on KalshiEX, a CFTC-regulated Designated Contract Market, and cleared through Kalshi Klear, a CFTC-regulated Derivatives Clearing Organization. Webull will begin rolling out perpetual futures in November, with broader availability anticipated before year-end. The initial offering will include bitcoin and other crypto assets, with additional products to follow, subject to applicable regulatory review and exchange listing requirements."Perpetual futures have become a significant part of global derivatives markets, with annual volume reaching more than $90T in 2025," said Anthony Denier, Group President and U.S. CEO. "As this market continues to grow, we believe U.S. investors should have access to perpetual futures through a regulated platform they already know and trust, bringing a product with significant global adoption into the U.S. regulated futures market."SOFI LAUNCHES SOFI EARN TOKENIZED DEPOSIT:SoFi Technologiesannounced Thursday thefor consumers. SoFi members can now earn interest on digital dollars while keeping them ready to use, representing the company's fifth new crypto offering in less than a year. Each SOFIE represents $1 held on deposit at SoFi Bank, earning 4.40% APY with funds FDIC-insured up to applicable FDIC limits. When members are ready to put those funds to work, they can convert SOFIE 1:1 to SoFiUSD, then use the SoFiUSD to buy crypto directly in the SoFi app or move money over blockchain rails 24/7."Too much money in the digital asset ecosystem is sitting idle, leaving massive potential earnings on the table for millions of people," said Anthony Noto, CEO. "We believe your money should keep working for you until the moment you need it. SoFi Earn combines the earning power and protections of a bank deposit with the speed and utility of digital assets, giving people more value, flexibility and control over their money."Truist lowered the firm's price target on SoFi to $16 from $19 and kept a Hold rating on the shares as part of a broader research note updating the firm's models while previewing Q3 earnings among Payments and Fintech names. For the group as a whole, the setup is complicated, as the U.S. macro backdrop remains constructive, though the firm is wary of a slowdown in European consumer spending and the adverse impact of higher rates, the analyst said.COINBASE, THUNES PARTNER FOR STABLECOIN INFRASTRUCTURE:Coinbaseannounced Monday that the company isto connect its stablecoin infrastructure with Thunes' global fiat payout network. Coinbase will power Thunes' stablecoin infrastructure, while Thunes will expand Coinbase's payout reach to local bank accounts and mobile wallets. Together, the companies will support cross-border payments across enterprise supplier payments, gig worker payouts, and international remittances. The company said, "By bringing together Coinbase's stablecoin solutions and Thunes' global payout network, we're connecting digital asset infrastructure with the local financial systems people and businesses use every day. The goal is straightforward: connect stablecoin money movement with the payout options recipients already use."The company also announced Thursday that Coinbase Ireland Limited has cooperated with the Central Bank of Ireland to reach a settlement over its historic safeguarding practices, including the outsourcing of certain safeguarding operations. Under the settlement, CBIE will pay a EUR 3.25M fine.SOLUNA, APPLIED DIGITAL TO DEVELOP AI DATA CENTER:Soluna Holdingsannounced Wednesday that it has entered into awith Applied Digital Corporationto develop a planned 50 MW critical IT data center for AI and HPC at Project Dorothy 3, Soluna's development site near Silverton Texas and the Briscoe Wind Farm. Under the agreement, Soluna is expected to contribute a portion of the Dorothy 3 site, including land and power-related project assets, to the project company, and Applied is expected to provide capital to support the development of the project. Following the closing of the transactions, Applied is expected to hold a 51% interest in the project company, and Soluna is expected to hold the remaining 49% interest. The closing of the transaction is subject to the satisfaction of certain conditions precedent, including the approval of a tax abatement for the project in Briscoe County, Texas, receipt of title policies, obtaining certain corporate approvals, successful negotiation and execution of the operating agreement for the project company, definitive leases, power agreements and other definitive agreements, and other customary conditions. The transactions are expected to close by the end of the calendar year."We have said for a long time that the constraint in AI is energy access, not chips," said John Belizaire, CEO. "We built Soluna to bring load to the generation, so the power would be ready when the demand arrived. Partnering with Applied at Dorothy 3 puts that strategy to work: our site and wind power, combined with a proven builder and operator of AI data centers. We look forward to completing the remaining steps, including the tax abatement process in Briscoe County, and to bringing this project forward with the local community."Rosenblatt lowered the firm's price target on Soluna to $2 from $4 and kept a Buy rating on the shares. Soluna's new joint venture with Applied Digital is "an important first step" in the transition from Bitcoin hosting to HPC leasing, said the analyst, who lowered estimates with the reduced economics, but believes this deal is "a key positive" for Soluna shares.KALSHI, BITGO LAUNCH HODL MARGINING:BitGo Holdingsand Kalshi Prime announced Thursday thethat enables eligible customers to fund fiat margin obligations with crypto holdings, without first selling any crypto assets. BitGo Bank & Trust, National Association, an OCC-regulated digital asset trust bank and subsidiary of BitGo, is the first custodian to join the new network. The HODL Margining network enables eligible customers of Kalshi Prime, the CFTC-registered futures commission merchant, to borrow against digital assets held in qualified custody at BitGo Bank & Trust, or any other custodian participating in the network, to fund margin for perpetual futures and other eligible margin products traded on KalshiEX."We're building a next generation FCM at Kalshi Prime. That means listening to our customers and providing what they need, adapting our model to how they actually hold and manage assets," said Jeff Bandman, CEO of Kalshi Prime. "We've always been crypto friendly, and HODL Margining is a great example of being customer focused: digitally native customers can fund their margin without having to sell their existing holdings. We see this as an exciting practical step in marrying the regulated CFTC framework with on-chain innovation."BitGo Holdings also announced Wednesday the launch of BitGo Labs, a research and innovation unit with a single charge to explore and build the next breakout application for digital assets. The company said, "BitGo Labs' earliest focus is at the intersection of AI and crypto. AI is advancing from chatbots to autonomous agents that research, negotiate, hire, and buy on the open internet. We believe the AI economy needs crypto financial infrastructure to process micropayments, instantly settle, and safely secure trillions of dollars in assets. Traditional financial technology cannot support this next leg of innovation, but BitGo can. At every step toward artificial general intelligence, new ways will open for people to contribute and earn. BitGo Labs believes some of crypto's most important use cases will be found here - and that they are still waiting to be built."OTHER CRYPTO NEWS:Circle Internet, Proof announceBitdeerreportsAI cloud pipeline of 333.5 MWStrategypurchasesreports USD reserve of $4.83B as of October 18, price target raised to $211 from $201 at Clear StreetBitmine ImmersionreportsDeFi DevelopmentaddsStrivepurchasesas of October 16Hyperscale Datareportsreaffirms FY27 revenue guidance of $300M-$350MGalaxy Digitalprice target loweredat Piper Sandler, to $36 from $46 at MaximPiper Sandler lowers Hut 8price targetRiot PlatformstoMara HoldingstoCleanSparkinitiatedSuper Leaguestockholders approve Metaplanet2,100BNB StandardappointsIRENestablishesOlenoxreportsunveils three-phase plan to power, expand BTC mining fleetSolana Companyselected asFoldlaunchesCRYPTO STOCK PLAYS:Publicly traded companies in the space include Bit Digital, Coinbase, Core Scientific, Mara Holdings, Strategy, Riot Platforms and TeraWulf.PRICE ACTION:As of time of writing, bitcoin was roughly flat this week at $81,800 in U.S. dollars, according to CoinDesk.

Core Scientific Shares Rise 3.04% to $13.89

Moderately bullish activity in Core Scientific, Inc (CORZ), with shares up 41c, or 3.04%, near $13.89. Options volume running well above average with 93k contracts traded and calls leading puts for a put/call ratio of 0.88, compared to a typical level near 0.52. Implied volatility (IV30) is higher by 1.8 points near 86.55,and above the 52wk median, suggesting an expected daily move of $0.76. Put-call skew steepened, indicating increased demand for downside protection.Looking ahead: Core Scientific, Inc (CORZ) will report earnings after the close on None.Option markets are pricing in a 50% probability of a move greater than 0.0% or $0.00.