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Turkish ride‑hailing firm Marti announced that it would put 20% of its idle cash into crypto assets. According to the company, Bitcoin will be the first test coin. Soon after, Marti plans to boost that share to 50%.

The move comes as Turkey wrestles with annual inflation rates near 40–50%, which erode the value of lira‑based cash. Marti’s CEO, Oguz Oktem, said that keeping part of its reserves in crypto can help protect against fiat currency risks.

The company stressed that its day‑to‑day operations won’t be disrupted and that only surplus funds will back this new strategy.

Image: Marti

Marti Goes Crypto

Based on reports, all digital holdings will be stored with a regulated custodian offering institutional‑grade compliance. Oktem noted that acquisitions will be held indefinitely and that Marti plans to add Solana and Ethereum to its stack over time.

Martı olarak nakit rezervlerimizin %20’sini dijital kripto varlıklara yatırma kararı aldık. İlk adımda Bitcoin ile başlıyoruz.

Dijital varlıkları uzun vadeli bir değer saklama aracı olarak görüyoruz. Şirket operasyonlarımızda kullanmadığımız nakitimizin, farklı piyasa…

— Oğuz Alper Öktem (@OguzAlperOktem) July 29, 2025

This approach mirrors moves by big names like Strategy, which holds over $10 billion in Bitcoin, and ZOOZ, with roughly $180 million tucked into BTC.

But Marti is the first mobility‑services provider from Turkey to try such a tactic, suggesting other corporates in emerging markets might follow its lead.

Riders And Drivers Hit New Heights

Marti’s latest financial report shows it passed several 2025 targets far ahead of schedule. By June, the company had more than 2 million riders and over 300,000 drivers on its platform.

That marks an 8% jump in drivers and a 13% rise in rider registrations since March. To date, Marti’s users have completed over 35 million rides.

Oktem said these milestones give the firm confidence to take on long‑term hedging strategies without pulling focus from growth.

Going Public

Marti got listed on the New York Stock Exchange in July 2023, marking the first US listing by a Turkish micro‑mobility company.

Traders appeared torn between excitement over digital‑asset diversification and worry about crypto’s notorious volatility. The quick reversal underscores how even savvy investors can get jittery when a non‑financial firm embraces a new kind of risk.

Regulatory Safeguards And Reporting Challenges

According to Marti, using a regulated custodian should limit exposure to hacks and regulatory snags. Yet, under standard accounting rules, any drop in Bitcoin’s market price could trigger impairment charges.

Those write‑downs would hit Marti’s earnings reports, potentially creating earnings swings that conservative shareholders may balk at. The company says it will disclose any updates to its crypto reserve plan in future filings.

Expansion And Future Targets

Marti currently serves major Turkish cities—Ankara, Istanbul, Antalya and Izmir—with a fleet of e‑mopeds, e‑scooters and e‑bikes managed through its app.

Plans are in place to roll out services in Konya, Kayseri, Kocaeli, Bursa, Mersin and Adana before year‑end.

Featured image from Marti, chart from TradingView

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President Donald Trump promised to shake things up once he took office, and boy, did he. Trump imposed sweeping tariffs on goods from most countries in an attempt to transform decades of globalization that he believes has made global trade unfair for the U.S.

The extent of the tariffs in the initial April 2 announcement sent stocks plunging, and both the S&P 500 and Nasdaq Composite indexes entered bear market territory that month. Stocks then rebounded quickly once Trump announced a 90-day pause on tariffs for most countries, so the administration could negotiate trade deals.

Even with the rebound and a nine-day winning streak as of May 2, the S&P 500 still turned in its worst performance in a president’s first 100 days in office since 1974, falling about 8%. It’s been a roller-coaster ride for investors in the first months of Trump’s second term, but what can they expect over the next 100 days?

Trade deals and China negotiations are key

The Trump administration is 24 days into its 90-day tariff pause, as of this writing. While the administration has hinted at trade talks with major trading partners like India and Japan, nothing is official. Additionally, tensions with China have escalated. Trump raised tariffs on many goods from the world’s second-largest economy to a cumulative 145%. Meanwhile, China hit right back, slapping U.S. imports with 125% cumulative tariffs in return, and the country’s leadership has showed no signs of backing down.

However, media outlets have recently reported that Chinese officials are evaluating the possibility of beginning trade talks with the U.S. after senior U.S. officials inquired “through relevant parties multiple times,” a spokesperson for China’s commerce secretary said in a statement. However, the statement also said the U.S. must remove all unilateral tariffs if they don’t want to “further compromise mutual trust.”

Reaching agreements with key trading partners including China is going to be absolutely paramount to keeping the stock market on solid footing. Many companies have warned about the consequences of what might happen if Trump ultimately reinstates his high tariff rates. The fallout could mean higher prices and layoffs, while many market strategists were predicting an imminent recession. All eyes will be on these trade negotiations, which will likely keep investors on their toes over the next 100 days as the markets continue to swing wildly based on news headlines.

Official White House Photo by Joyce N. Boghosian.

Investors are on recession and stagflation watch

Even with the 90-day pause in place, the chance of a recession this year has increased as economic data continues to go back and forth. First-quarter U.S. gross domestic product (GDP) shrank 0.3%, although many economists have suggested the data could be skewed by businesses rushing to get ahead of tariffs, which led to a surge in imports. Countering fears of a recession, the April jobs report surprised to the upside, and unemployment remained at 4.2%, suggesting the labor market could be on better footing than some believed.

Still, if U.S. GDP shrinks again, the economy would be in a technical recession. Economic data has also started to show some cracks on the consumer side. Tariffs add another layer of uncertainty to the macro outlook. The Federal Reserve is content to wait and see what happens because it is worried that tariffs could lead to a rise in consumer prices.

The Fed doesn’t want to see consumer prices rise while economic growth slows and unemployment rises. Such conditions would make it difficult for the Fed to achieve its dual mandate of full employment and price stability. This scenario could lead to stagflation, an even worse outcome as the Fed can’t simply cut interest rates to stimulate growth without the risk of reigniting inflation and hurting the labor market.

All of these different factors set the stage for more volatility. Despite the recent stock market winning streak, the U.S. economy has a tight needle to thread, and no one can say for sure how Trump’s tariff saga will end, if at all.

With this in mind, investors need to maintain a long-term outlook. Trying to rack up short-term wins in this environment is especially perilous. Historical data shows the longer you can keep your money invested, the better your chance of earning positive returns becomes. Stay calm amid the chaos and know that a patient approach should still win out in the end.

During Brookfield Renewable‘s (BEP 0.11%) (BEPC -0.34%) fourth-quarter 2024 earnings call, the company’s CEO stated very clearly that, “Following several decades of modest electricity demand growth, we are experiencing a dramatic shift in demand driven by the AI revolution.” That’s basically the same sentiment that’s being expressed by electricity providers across the board and it highlights an opportunity for investors broadly and income investors specifically.

Who is going to win?

Brookfield’s CEO went on to explain that he believes artificial intelligence (AI) is “one of, if not the most, significant advancement in technology in our lifetime.” That may very well be true, but history is filled with massive technological advances and the investment lessons aren’t great. Very recently there was the advancement of electric vehicles (EV), with Tesla effectively creating an entire new industry.

Image source: Getty Images.

There was great excitement at first, with a host of companies attempting to follow Tesla’s lead and build EV companies from the ground up. Only many of those companies have now gone bankrupt. The ones that have survived experienced massive stock spikes early on when Wall Street was enamored with the EV story. But many have lost 90% or more of their value as investors realized that not every EV company was going to be a winner.

The same story unfolded with internet stocks at the turn of the century. Yes, some very important companies were created and they are now giants in the industry and in absolute terms, including Alphabet. But don’t forget that Google competitor Yahoo! has suffered through material difficulties and it didn’t work out very well for investors. And there were many other one-time internet darlings that flamed out entirely.

If history is any guide, it will be very difficult to correctly select the few AI stocks that will end up winners. But there is one thing that every AI winner will need a lot of: electricity.

Plenty of electricity options when it comes to AI investing

Perhaps the safest way to play the AI electricity demand increase is with a regulated electric utility. Regulated utilities are granted monopolies in the areas they serve, so they have a pretty strong head start when it comes to supplying AI’s needs. But there are big and small utilities, so there are still different ways to play this angle.

For example, industry giant Dominion Energy (D 0.09%) has seen an 88% increase in interest from data centers for electricity in its Virginia based utility operations since just July 2024. Virginia happens to be an important hub for data centers, which also support AI. Dominion, which has a lofty dividend yield of 4.8%, is working through a business turnaround and its dividend has been static for a couple of years. Spiking electricity demand driven by AI could get the dividend back on the growth track. But you’ll be paid very well to wait even if the return to dividend growth takes a little while.

At the other end of the size spectrum is relatively small Black Hills (BKH 0.03%), which expects the earnings contribution from data centers, and AI, to more than double by 2028. At that point this single customer group should account for 10% or more of earnings. Black Hills has a yield of 4.4% but it happens to be a Dividend King, with more than 50 consecutive annual dividend increases under its belt.

Shifting gears a little, you could also look at Brookfield Renewable. This clean energy company owns assets across the renewable power spectrum, including hydroelectric, solar, wind, storage, and nuclear. It also has a globally diversified portfolio. Management expects to benefit from AI demand growth as companies increasingly look for clean power options. Brookfield Renewable’s yield is as high as 6.5% for the partnership share class and it isn’t limited by geography when it comes to supplying power to AI companies.

And then there’s a company like NuScale Power (SMR 4.08%), which is looking to produce small-scale modular nuclear reactors. It hasn’t actually sold one yet, but for more aggressive investors its technology is very interesting and perfectly suited to AI. Essentially, a small nuclear reactor could be placed right next to the AI data center that needs the power. It has a speed to market advantage that could make it an attractive partner for AI companies. But, as a start-up, it isn’t making money right now and doesn’t pay a dividend.

Play it safe or take on a little more risk, electricity demand is key for AI

Clearly, there is a huge spectrum of investment options when it comes to supporting AI with the electricity it needs. The safest way to play this is going to be regulated utilities, but they aren’t the only way. Brookfield Renewable provides a clean energy angle and NuScale is a direct way to invest in the nuclear industry in a way that may benefit greatly from AI’s demand for electricity. Dividend investor or growth investor, there’s likely to be an electricity option that will meet your investment needs around AI here.

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The Trump administration has proposed using blockchain tech to advance the US Agency for International Development (USAID), a US government agency that supports global developments, humanitarian assistance, and democratic values – and it’s casting a light on the best altcoins.

The proposal comes after Trump and Elon Musk reduced USAID’s functions (including halted payments and staff cuts) under the Department of Government Efficiency (DOGE), which has pondered ways to leverage blockchain tech for a few months.

Blockchain Tech to Aid USAID Delivery & Cut Corruption

To modernize the aid delivery system, USAID would switch from paper-based aids and manual tracking to real-time, tamper-proof record of aid flows.

Under the Secretary of State’s wing, blockchain tech could significantly reduce corruption owing to improved transparency.

Another bonus is that it could speed up payment processes compared to traditional methods, though data-security risks and off-grid countries in dire need of assistance are concerns.

International payment methods like SWIFT can often take up to five business days, whereas blockchain-based ones can be completed in minutes or even seconds.

Additionally, the new administration plans to rebrand the USAID by swapping ‘Development’ with ‘Humanitarian Assistance.’

Blockchain tech is one of the USAID’s core pillars, signaling bullish times for the crypto realm.

Now might be an opportune time to invest in the best altcoins, like $SOLX and $BTCBULL, while their price tags remain low. 

1. Solaxy ($SOLX) – World’s First Solana L2 Tackles Blockchain Congestion

$SOLX is the foundation of Solaxy, the first-ever Solana Layer-2 (L2) network currently in development to fix Solana’s woes. 

Despite its strong performance compared to other blockchain networks in recent years, Solana has encountered congestion problems, repeated network outages, and centralization pressure. This is where Solaxy steps in. 

As an L2 scaling solution, Solaxy aims to improve the network’s overall efficiency, mitigating network congestion, failed transactions, and scalability limitations, all without compromising security.

The world’s first Solana L2 network, coupled with the development team building a cross-chain bridge to Ethereum, attracts eyes to the $SOLX presale. 

$SOLX is the entry point into the Solaxy ecosystem. Plus, you can stake the coin to enjoy 149% passive rewards. 

Considering all the above, it’s not surprising that the $SOLX presale snagged an impressive $5M just ten days after going live and has raised a hefty $27M in total.

One $SOLX currently only costs $0.00167. We foresee its price hitting $0.032 once the L2 officially launches – a whopping 3,100% increase from its initial presale price of $0.001.

$SOLX price goes up every time the presale hits a new milestone. When taking into account that the project shows no signs of slowing down, there’s no better time to hop in and buy $SOLX. 

2. BTC Bull Token ($BTCBULL) – Receive $BTC When the Crypto King Hits a New Target

Positioned to thrive off Bitcoin’s success, $BTCBULL is possibly one of the most deservedly named top meme coins; it’s one of the most bullish ones around (literally!). 

$BTCBULL holders will receive airdrops whenever $BTC breaks a new price level ($150K, $200K, and $250K). Distributions include either $BTC or $BTCBULL, depending on the target hit.

The ecosystem’s built-in token burn mechanism further boosts its demand. With a strategic focus on supply and demand, a portion of $BTCBULL is burnt (removed from circulation) every time $BTC price increases by $50K to drive upward pressure. 

An additional incentive lies in its staking program. For extra gains, you can lock up your tokens to receive more $BTCBULL at a 109% APY.

A sizable 10% of the total token supply (21B) is set aside for staking rewards, which also enables you to contribute to the project’s stability.

$BTCBULL has already raised $3.8M on presale. You, too, can buck the trend by purchasing $BTCBULL for just $0.00242.

Provided market conditions remain favorable, we predict it will spike by 244.8% to $0.00835 by the end of this year – all the more reason to buy one of the best new crypto now. 

3. Vana ($VANA) – Assist AI Innovation by Turning Your Data Into Financial Assets

Also making waves in the crypto industry as one of the best altcoins is $VANA, which has jumped in price by an eye-catching 10.77% since yesterday. 

Considering that its price has slightly decreased since early a.m. (GMT), now might be a good time to purchase the coin at a relatively low cost before it possibly pumps again.

It’s already starting to show an upward trend. 

$VANA has much to offer for AI lovers. It’s the utility token in the Vana ecosystem, an EVM (Ethereum Virtual Machine) compatible Layer-1 network that enables you to transform your data into financial assets by aggregating datasets for AI model training.

When considering that the AI market grew beyond $184B last year and is predicted to race past $826B in 2030, AI initiatives like these show no signs of slowing down – especially ones coupled with blockchain tech.

To incentivize the provision of top-notch AI data, Vana rewards its users with $VANA tokens when they contribute their data to the ecosystem’s liquidity pools.

Plus, all $VANA holders gain voting rights so you can have a say in the project’s future trajectory. 

You can buy $VANA and major exchanges like Binance and Bybit for approximately $7. Considering its price is currently eyeing another revival, now might be a prime time to buy. 

Trump’s USAID Plans Spark Optimism for the Best Altcoins

The Trump administration’s plans to integrate blockchain tech into USAID, soon to be rebranded as the US Agency for International Humanitarian Assistance, represent not only a significant shift in modernizing aid delivery but also show what Web3 tech is really capable of accomplishing. 

This creates a bullish outlook for the entire crypto market, as evident from the growing demand for the best altcoins like $SOLX, $BTCBULL, and $VANA. 

Each of the coins mentioned above has unique utility that contributes to the blockchain technology’s development. $SOLX, for example, will enable faster and cheaper transactions, making Solana better suited for everyday use. 

$BTCBULL, on the other hand, could drive $BTC’s price action. By fostering an ecosystem based on shared success, it has the potential to increase overall market participation. 

However, this is not investment advice. You must always do your due diligence before committing your funds to any type of investment instrument. 

Editorial Process for bitcoinist is centered on delivering thoroughly researched, accurate, and unbiased content. We uphold strict sourcing standards, and each page undergoes diligent review by our team of top technology experts and seasoned editors. This process ensures the integrity, relevance, and value of our content for our readers.

Super Micro Computer (SMCI 13.32%) shares have continued to be extremely volatile, with the stock surging ahead of its preliminary earnings report, only to dip nearly 10% the session before its report. The stock then bounced around following the announcement of its result. The stock is up nearly 40% year to date, but down about 50% over the past year, as of this writing, as the stock continues to make big moves in both directions.

Let’s take a look at the company’s most recent preliminary results and guidance to help determine what investors should do with the stock.

Lowered fiscal 2025 guidance, but big fiscal 2026 expectations

2024 was a topsy-turvy year for Supermicro, as the company faced the backlash of a short report accusing it of accounting manipulation, a delay of filing its financials, a Department of Justice (DOJ) investigation reported by the Wall Street Journal, and the resignation of its auditor.

On its earnings call, the company said it is confident it will file its 2024 annual 10-K report and first- and second-quarter 10-Q reports by the Feb. 25 deadline. It added that its special committee found no evidence to support the reasons why its former auditor, Ernst & Young, resigned. However, it did confirm that both the DOJ and SEC were investigating it, subpoenaing the company for certain documents in late 2024.

For its fiscal Q2, meanwhile, the company said revenue will come in between $5.6 billion to $5.7 billion, representing year-over-year growth of 54% at the midpoint. That is well below the $5.95 billion revenue consensus, as compiled by Bloomberg. Adjusted earnings per share, meanwhile, are expected to range from $0.58 to $0.60, reflecting only 5% year-over-year growth due to margin pressures.

One area Supermicro was seeing pressure with before the short report and filing day was gross margins, which had fallen to 11.2% in fiscal Q4 from 17% a year ago and 15.5% in Q3 2024. Gross margins play a big role in how much revenue is converted into profits, so the higher the percentage, the better. Supermicro had a low-margin business to begin with, as top semiconductor companies like Nvidia and Broadcom have gross margins of around 75%.

For fiscal Q2 2025, the company sees gross margins coming in between a range of 11.8% to 11.9%. Meanwhile, it projected fiscal Q3 gross margins of about 12%.

The company was pressed on the call by Bank of America analyst Ruplu Bhattacharya, who asked if industry margins were under secular pressure due to more competition from other AI server manufacturers and whether direct liquid cooling has become commoditized with everyone now offering a version of it. The company said it hasn’t changed its margin target, and that being first to market with the very best solutions is an advantage.

Looking ahead, Supermicro forecast fiscal Q3 revenue to come in between $5 billion to $6 billion, which was below analyst expectations for revenue of $6.09 billion, as compiled by LSEG. It is looking for adjusted EPS of between $0.46 to $0.62.

Meanwhile, the company reduced its fiscal 2025 revenue forecast to a range of $23.5 billion to $25 billion, down from prior guidance of $26 billion to $30 billion. The company said the lowered forecast was due to delays in new technology and the impact of its delayed 10-K. However, it thinks it can reach $40 billion in revenue in fiscal year 2026, representing 60% growth.

The company called its 2026 forecast “very conservative.” It sees the transition to Nvidia’s Blackwell graphic processing unit (GPU) platforms and the expansion of liquid-cooled data center solutions as growth drivers in fiscal 2026.

In addition, the company announced a $700 million private placement of new convertible senior notes due in 2028, which it said will support business growth. The new notes will pay interest of 2.25% and be convertible into common stock at an approximate 50% premium over the volume-weighted average price of its common stock on Feb. 12. It also amended its 0% coupon senior convertible notes, which will now pay 3.5% interest and be convertible at a 105% premium.

Image source: Getty Images.

What should investors do with the stock?

To quote Joe Pesci from the movie JFK, Supermicro is “a mystery wrapped in a riddle inside an enigma.” On the one hand, Supermicro is a real company that is benefiting from the AI infrastructure build-out, and that spending is only ramping up this year, so its guidance for $40 billion in revenue in fiscal 2026 is not farfetched. However, the company is clearly feeling some competitive pressure, as evidenced by its reduced fiscal 2025 guidance and very weak gross margins.

In the meantime, there still remain questions about its accounting and why its auditor suddenly resigned with unusually harsh statements. The company is also being investigated by both the DOJ and SEC over its accounting, and it faces a deadline in a couple of weeks to file or see its stock delisted, which it is confident it will meet. There is also the question of why it needed to raise new convertible debt.

The stock remains fairly inexpensive, trading at a forward price-to-earnings ratio (P/E) of under 15 times fiscal 2025 analyst estimates and at about 11 times fiscal 2026 estimates.

SMCI PE Ratio (Forward 1y) data by YCharts

That said, this is a very low-margin commoditized business that also typically doesn’t see big valuation multiples. However, if the AI infrastructure spending supercycle is going to continue, the stock is still pretty cheap. Nonetheless, with the issues still surrounding the company (from weak margins to accounting investigations), I think there are a number of safer ways to play the AI infrastructure build-out, such as Nvidia or Broadcom.

As such, I personally would just watch on the sidelines for now. But for aggressive investors, the company filing its financials by Feb. 25 could be a big catalyst for the stock. However, that’s more gambling than actual investing, in my view.