MARA Holdings, Inc.

Coinbase Global, Inc.

Strategy Inc

Steady inflows of money into bitcoin-ETFs and correlation with gold could push the cryptocurrency to new highs

Shares of crypto companies rose after bitcoin's new record. Will the rally continue?

Seasonal effects and expectations of a Fed rate cut boost demand for cryptocurrencies

Bitcoin has risen above $120,000 for the first time in a month and a half. What is behind the new spurt?

Bitcoin is up 28% since the beginning of the year and Ethereum is up 32%

Citi raised its forecast on Ether and lowered it on bitcoin. Is "digital gold" weakening?

Coinbase securities rose by almost 4% in trading on October 1

An analyst advised buying Coinbase shares. He sees three growth drivers

Visa Inc.

Circle Internet Group

Visa announced on September 30 that it has begun testing a new way for businesses to fund international payments using stablecoins instead of pre-depositing cash in local accounts, Reuters <a href="https://www.reuters.com/technology/visa-bets-stablecoins-speed-up-cross-border-payments-2025-09-30/">reports</a>. According to the agency, the move shows the growing acceptance of digital tokens among large companies thanks to the passage of the GENIUS (Guiding and Establishing National Innovation for U.S. Stablecoins) Act in the United States, which established rules for issuing cryptocurrencies tied to hard assets.

'GENIUS Act changed everything': Visa launches crypto-enabled cross-border transfers

QMMM Holdings Limited

Smart Digital Group Limited

The U.S. SEC has temporarily suspended trading in QMMM Holdings after the stock surged nearly 1,000% in three weeks, citing “potential manipulation” driven by social-media promotions. The Cayman-incorporated company, which until recently operated as a digital media and advertising firm, is the latest to join the wave of businesses adopting a crypto-treasury strategy.

SEC halts QMMM Holdings after three-week 959% surge on crypto-treasury announcement

Oracle Corporation

Strong employment data and revised estimates of US GDP growth for the second quarter cooled investor optimism a bit

'Markets a little tired': US stocks break three-week streak of gains

Robinhood Markets, Inc.

The combined capitalization of the cryptocurrency market has fallen by about $300 billion in the current week, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-09-26/crypto-s-300-billion-wipeout-marks-harshest-selloff-in-months">reported</a>. The sharp weakening of leveraged positions hit the largest tokens and brought market sentiment down to its lowest point since early summer.

The crypto market lost $300 billion in value in a week. Bitcoin has the worst decline since March

PSQ Holdings, Inc.

Quotes of the small-cap marketplace PSQ Holdings (PublicSquare), whose shareholders include Donald Trump Jr., plunged more than 25% yesterday, September 25. The trigger was the <a href="https://investors.publicsq.com/news/news-details/2025/PublicSquare-to-Launch-Crypto-Treasury-as-a-Service-to-Its-Robust-Merchant-Ecosystem/default.aspx">announcement</a>&nbsp;of a crypto treasury service.

Don Jr.-linked PublicSquare tumbles 25% on launch of crypto treasury service

WisdomTree, Inc.

DeFi Development Corp.

OSL Group Limited

In early April, the House Financial Services Committee voted to advance a U.S. stablecoin bill. By July, it had passed both chambers of Congress and was signed into law by President Trump. The GENIUS Act (Guiding and Establishing National Innovation for U.S. Stablecoins) is the first federal regulatory framework in U.S. history for stablecoins, which are dollar-backed digital assets designed to maintain a fixed value.

U.S. GENIUS Act: Small caps that will benefit from the new stablecoin regulation

Meta Platforms, Inc.

Alphabet Inc.

Starbucks Corporation

Donald Trump has imposed stiff duties - 100% on brand-name drugs, 25% on heavy trucks and up to 50% on furniture - as part of a drive to bring manufacturing back to the US. Meta, despite its investment in AI, is discussing using Google's Gemini models to boost its advertising algorithms. Starbucks announced a $1 billion restructuring with the closure of 500 coffee shops and the layoff of 900 employees in an attempt to bring back sales growth. On these and other topics - in our review of key events for the morning of September 26.

Highlights for the morning: Anthropic under pressure, Starbucks slashes costs and new US duties

Morningstar strategist Amy Hernot <a href="https://www.morningstar.com/markets/what-7-key-indicators-are-saying-about-market">has compiled a</a> list of seven market indicators that investors should keep an eye on. Predicting macroeconomic indicators is almost pointless: It's almost impossible to predict the direction of interest rates, economic growth, exchange rates or inflation, much less understand how it will affect investments, Ernot said.

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