Bitcoin’s Wild Ride: Is it Time to Panic or Just Laugh?

Now, Axel Adler, who I assume has a magic crystal ball, says the bear market has fully embraced its dark side since November 2025. Last Friday’s drop was like a slap in the face-46% down from the peak! This is where you start wondering if you should have just invested in Beanie Babies instead. Historically, this level means we’re heading into the “mature” bearish phase, which is basically financial therapy for investors who thought they could get rich quick. Spoiler alert: they can’t.

Dividends in a World of Wires and Wishes

See, a dividend is a rather beautiful thing. It’s a little piece of the company’s earnings, handed directly to the shareholders. It’s not a promise of future glory, or a belief in the CEO’s magnificent vision. It’s cold, hard cash.2 It’s a small, regular acknowledgement that, for a while at least, the company hasn’t entirely vanished in a puff of logic gates and venture capital. Without dividends, you’re relying on trust. With them, you get something tangible. And in times like these, tangible is good. Very good indeed.

Coinbase: Profit in a Speculative Age

Coinbase Global (COIN +1.30%) presents a case worthy of consideration. The company is currently positioned to yield over $2.5 billion in net income annually. This is not a negligible sum, and it is derived from a business that, while speculative in nature, demonstrably functions. Its recently articulated “everything exchange” strategy, though ambitious, aims to broaden its revenue streams beyond the volatile fortunes of cryptocurrency alone.

Costco’s Bounty: A Dividend Hunter’s Lament

The upcoming earnings report, scheduled for March 5th, is being treated with a gravity usually reserved for pronouncements of impending doom. But should one, a humble seeker of consistent, reliable yield, rush headlong into this retail frenzy? A most pertinent question, indeed.

Edgewise: A Calculated Risk (and a Bullish Whisper)

The source of this little surge? Yasmeen Rahimi over at Piper Sandler. She’s been a fan for a while, which, in my experience, usually means she’s either genuinely brilliant or has a vested interest. (It’s rarely just altruism, darling.) She reiterated her “overweight” rating, slapped a $51 price target on it, and suddenly, everyone decided Edgewise was the next big thing. I mean, it’s a bit dramatic, isn’t it? Like we’re all waiting for a sign.

Bitcoin Below $75K: A Reasonable Risk?

Last April, when everyone was panicking about tariffs, Bitcoin briefly dipped to around $75,000 before rebounding. My uncle, predictably, missed the rebound. He always misses the rebound. It got me thinking, though. Is that $75,000 mark some sort of psychological barrier? A line in the sand drawn by people who mostly just want to feel clever?

Microsoft: A Spot of Trouble, Perhaps?

The question, as always, is whether this presents an opportunity or merely foreshadows further unpleasantness. One observes the market with a certain detached amusement, attempting to discern whether the prevailing gloom is justified or simply the usual herd mentality. It’s a tiresome game, really, but someone must play it.

Wolfspeed: A Winter Garden

Before the restructuring, two specters haunted Wolfspeed: dwindling margins and a persistent drain on operating cash. These shadows, it seems, have not entirely lifted. The recent quarterly report speaks of a negative gross margin – a disheartening 46% – burdened by the costs of adjusting inventories and the lingering effects of a fresh start. The manufacturing facility, a potential orchard, remains underutilized, a field lying fallow.