Happy Wednesday! Bitcoin has dropped 45%, but one firm calls this the “weakest bear case in history.” Uncover the hidden forces that could flip the market, and why $150,000 is still firmly in play.

Also, Goldman Sachs is warning that a geopolitical shock in the Gulf could push U.S. inflation to levels not seen in years. Check out their projections and timelines, and what Wall Street is bracing for next.

Plus, if you’re looking for a longevity company powered by a prediction markets treasury, check out today’s sponsor.

In Today's Edition

• MARKET RECAP

• MARKET HEATMAP

• FIVE ZINGERS

• BENZINGA NEWSLETTER SPOTLIGHT

Bernstein: 45% Bitcoin Crash Is The 'Weakest Bear Case In History', $150,000 Remains The Target

A 45% Bitcoin crash sounds like panic, but Bernstein is calling it the “weakest bear case in history.”

Something unusual is happening that could change everything you think about this selloff and why Bernstein reiterates it $150,000 target.

Discover the hidden signals that could change the Bitcoin story completely, and why this selloff may not be what it seems.

Enlivex Posts Fiscal Year 2025 $1.23B Profit & Diluted Earnings Per Share of $25.48

Enlivex Ltd. (NASDAQ: ENLV), a quality longevity company powered by a prediction markets treasury, reported net income of $1.23 billion and diluted EPS of $25.48 for fiscal year 2025, with total treasury and treasury-related derivative assets of $2.31 billion. Much of the profit was driven by appreciation in the Company’s treasury and treasury-related derivative assets.

The Company is advancing Allocetra™, a clinical-stage immunotherapy targeting inflammatory conditions associated with aging, while maintaining a treasury strategy linked to prediction markets infrastructure through the Rain protocol.

Read the full earnings report here.

This is a paid ad. Please see 17b disclosure here for more information.

Yesterday: U.S. indexes finished lower Tuesday, pulling back from strong gains on Monday, as rising oil prices and geopolitical uncertainty weighed on investor sentiment. Crude surged, with Brent climbing back above $100 per barrel, as optimism around a potential de-escalation in the Iran conflict faded despite ongoing U.S. negotiations. Treasury yields moved higher, with the 10-year reaching 4.40%, its highest level since July, as investors assessed the inflationary impact of elevated energy prices and the potential response from central banks. Energy was the top-performing sector again, rising 2%, making it the only sector in positive territory this month.

On Our Radar: Analysts will be paying attention to the import price index, crude oil inventories, and comments from Fed Governor Stephen Miran in a speech this afternoon. On the earnings front, all eyes will be on Commercial Metals (CMC) which will report before the market opens Thursday.

Shares of Shift4 (FOUR), Corning (GLW), and Lumentum (LITE), were among the top gainers on the day, while Concentrix (CNCX), Circle (CRCL), and UiPath (PATH) were among the day’s top laggards. But those weren’t the only companies making big moves. Here’s a look at some of the biggest winners and losers on Tuesday.

Check out our interactive heatmap. Filter by market cap, or click on any box to explore specific sectors or assets in more detail.

ARK Moves: Cathie Wood and Ark Invest made significant trades involving Circle, Bullish, TSM and Roku. Read on to see which ones they’ve been buying and selling.

Stagflation Alert: President Trump’s “Golden Age” dream is colliding with a harsh reality. Click to see why the latest data could trap the U.S., and what markets are already pricing in.

Record Rally: This ETF is defying history with an 11-week winning streak, and the gains keep accelerating. Find out why this powerhouse ETF is leaving the S&P 500 in the dust and what could come next.

Hidden Risk: Ray Dalio says the traditional “safe haven” might be quietly eating your wealth. See why sitting on cash could be riskier than you think — and what moves the pros are quietly making.

Lift Off: JPMorgan sees 140% upside in this eVTOL stock. Read on to see why this overlooked name might be the safest bet in a high-flying sector.

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