<?xml version="1.0" encoding="utf-8"?> <rss version="2.0"> <channel> <title>Bitcoin Today - Bitcoin News Curated and Powered by AI</title> <link>https://www.bitcointoday.app</link> <description>Get daily updates on Bitcoin's price, market trends, analysis, and breaking news curated and powered by AI - all digestible in minutes. Make BitcoinToday.app your one-stop shop for staying informed in the fast-paced world of Bitcoin.</description> <lastBuildDate>Thu, 23 Apr 2026 07:47:10 GMT</lastBuildDate> <docs>https://validator.w3.org/feed/docs/rss2.html</docs> <generator>https://github.com/jpmonette/feed</generator> <language>en</language> <image> <title>Bitcoin Today - Bitcoin News Curated and Powered by AI</title> <url>https://www.bitcointoday.app/images/logo-512.png</url> <link>https://www.bitcointoday.app</link> </image> <copyright>All rights reserved 2024, BitcoinToday.app</copyright> <category>Bitcoin News</category> <item> <title><![CDATA[Crypto Scam Targets Ships in Strait of Hormuz: Fake Iranian Demands Lead to Gunfire]]></title> <link>https://www.bitcointoday.app/article/crypto-scam-targets-ships-in-strait-of-hormuz-fake-iranian-demands-lead-to-gunfire</link> <guid>crypto-scam-targets-ships-in-strait-of-hormuz-fake-iranian-demands-lead-to-gunfire</guid> <pubDate>Thu, 23 Apr 2026 07:01:09 GMT</pubDate> <description><![CDATA[Crypto scammers are targeting the thousands of ships stranded near the **Strait of Hormuz**—and at least one ship that faced Iranian gunfire may have been tricked into believing it had paid Iran for safe passage. The first warning of such a crypto scam came from the Greek maritime risk management company **MARISKS** on April 20, according to Reuters. The company alerted shipowners that scammers posing as Iranian authorities had sent messages to shipping companies asking for **'transit fee' payments in bitcoin or tether**. That may be particularly confusing for shipping companies because of how Iran has asserted control over the Strait of Hormuz—a vital shipping channel and maritime chokepoint that normally allows Persian Gulf countries to provide one-fifth of the world’s oil and liquefied natural gas supply. Iranian authorities have demanded **cryptocurrency payments** from oil tankers to pass through the waterway and required ships to follow a route near Iran’s coastline to undergo inspection. MARISKS identified one ship as having potentially fallen victim to crypto scams after it attempted to pass through the strait on April 18, although Reuters was unable to confirm that information. The incident supposedly occurred during a brief window when Iran claimed it was allowing ships to undergo inspection to pass through, but the ship in question turned back after Iranian military forces fired upon it. There are about **2,000 ships and 20,000 mariners still stranded** near the strait. That ship may not be alone in falling for a crypto scam while seeking safe passage. On April 22, the Liberia-flagged cargo ship *Epaminondas*, owned by the Greek company Technomar shipping and operated by the global shipping company MSC, was fired upon after it had reportedly received permission to pass through the strait, and authorities are checking whether the message purporting to grant safe passage **'may have been fraudulent'**, according to Ekathimerini.]]></description> <author>contact@bitcointoday.app (BitcoinToday.app)</author> <category>cryptoscam</category> <category>maritime</category> <category>bitcoin</category> <category>security</category> <category>iran</category> <enclosure url="https://cdn.arstechnica.net/wp-content/uploads/2026/04/Tanker-Strait-of-Hormuz-1152x648.jpg" length="0" type="image/jpg"/> </item> <item> <title><![CDATA[SoundHound AI's $43M LivePerson Acquisition: A Game-Changer for Voice AI and Digital Customer Service?]]></title> <link>https://www.bitcointoday.app/article/soundhound-ais-43m-liveperson-acquisition-a-game-changer-for-voice-ai-and-digital-customer-service</link> <guid>soundhound-ais-43m-liveperson-acquisition-a-game-changer-for-voice-ai-and-digital-customer-service</guid> <pubDate>Wed, 22 Apr 2026 07:01:10 GMT</pubDate> <description><]]></description> <author>contact@bitcointoday.app (BitcoinToday.app)</author> <category>soundhound</category> <category>liveperson</category> <category>ai</category> <category>acquisition</category> <category>stocks</category> <enclosure url="https://blog.tipranks.com/wp-content/uploads/2023/06/Industrials-7-750x406.jpg" length="0" type="image/jpg"/> </item> <item> <title><![CDATA[Billionaire Justin Sun Sues Trump's Crypto Firm Over Alleged Extortion and Token Freeze]]></title> <link>https://www.bitcointoday.app/article/billionaire-justin-sun-sues-trumps-crypto-firm-over-alleged-extortion-and-token-freeze</link> <guid>billionaire-justin-sun-sues-trumps-crypto-firm-over-alleged-extortion-and-token-freeze</guid> <pubDate>Wed, 22 Apr 2026 20:01:09 GMT</pubDate> <description>< *World Liberty's co-founders include Donald Trump and Eric Trump* In his complaint filed in a San Francisco federal court, Sun argued that initial promises to allow token-holders to trade the currency were **false and misleading**. While other tokens became tradeable, Sun says World Liberty has blocked him from selling any and is now threatening to burn his holdings. He alleges that those running the venture, including co-founder Chase Herro, are using it as a **golden opportunity to leverage the Trump brand for fraudulent profit**. World Liberty has denied wrongdoing, with co-founder Zach Witkoff, son of Trump's Middle East envoy Steve Witkoff, calling the lawsuit a **desperate attempt to deflect attention from Sun's own misconduct**. Witkoff stated that Sun's claims are meritless and that World Liberty took action to protect itself and its users from Sun's alleged misconduct. Since September, the price of a single WLFI token has **plunged from 31 cents to just under 8 cents**, adding financial pressure to the dispute. Sun maintains that certain individuals associated with World Liberty are acting against Trump's values, despite his support for the president's crypto stance.]]></description> <author>contact@bitcointoday.app (BitcoinToday.app)</author> <category>lawsuit</category> <category>trump</category> <category>justinsun</category> <category>cryptocurrency</category> <category>extortion</category> <enclosure url="https://ichef.bbci.co.uk/news/1024/branded_news/9fb9/live/14ab1e50-3e5f-11f1-8887-e93160959470.jpg" length="0" type="image/jpg"/> </item> <item> <title><![CDATA[New York AG Sues Coinbase and Gemini Over Prediction Markets, Calling Them Illegal Gambling]]></title> <link>https://www.bitcointoday.app/article/new-york-ag-sues-coinbase-and-gemini-over-prediction-markets-calling-them-illegal-gambling</link> <guid>new-york-ag-sues-coinbase-and-gemini-over-prediction-markets-calling-them-illegal-gambling</guid> <pubDate>Tue, 21 Apr 2026 20:01:09 GMT</pubDate> <description>< ### Key Allegations and Regulatory Clash James described the event contracts offered by Coinbase and Gemini as **"quintessentially gambling"**, arguing that outcomes are based on chance or events outside users' control. She also criticized the companies for allowing **18- to 20-year-olds** to use their platforms, despite New York law setting a minimum age of 21 for mobile sports betting. In response, **Coinbase Chief Legal Officer Paul Grewal** stated that the company will continue to advocate for **federal oversight** by the **Commodity Futures Trading Commission (CFTC)**, which it believes is the appropriate regulator for these markets. Gemini has not yet commented on the lawsuit. ### Broader Regulatory Battle This lawsuit is part of a larger conflict between state and federal regulators over the oversight of prediction markets. The **CFTC** has recently sued several states, including Arizona, Connecticut, and Illinois, to prevent them from regulating these markets, citing its **"exclusive regulatory authority"** over commodity derivatives. In a related case, a federal appeals court in Philadelphia ruled in favor of **Kalshi**, affirming that the CFTC has exclusive oversight of its sports-related event contracts, overriding state gaming regulators. ### Impact and Demands Attorney General James is seeking to **recoup illegal profits**, impose civil fines equal to triple those profits, and provide restitution to affected customers. Additionally, she aims to ban wagers by individuals under 21 and restrict Coinbase and Gemini from marketing on college campuses. Prediction markets have gained popularity since the **2024 U.S. presidential election**, where they proved more accurate than traditional polling in predicting outcomes. Both Coinbase and Gemini launched their prediction markets in mid-December and operate them across all 50 U.S. states.]]></description> <author>contact@bitcointoday.app (BitcoinToday.app)</author> <category>regulation</category> <category>lawsuit</category> <category>predictionmarkets</category> <category>coinbase</category> <category>gemini</category> <enclosure url="https://www.reuters.com/resizer/v2/H3YH6AS3URK4ZAXELDXQYSFSUM.jpg?auth=053ef8f34c841da0866b86977572ddad80028acbecb255b975064dc4221ffeea&height=1005&width=1920&quality=80&smart=true" length="0" type="image/jpg"/> </item> <item> <title><![CDATA[Ripple's $108 Million XRP Transfer to Coinbase: Strategic Move or North Star Exit?]]></title> <link>https://www.bitcointoday.app/article/ripples-108-million-xrp-transfer-to-coinbase-strategic-move-or-north-star-exit</link> <guid>ripples-108-million-xrp-transfer-to-coinbase-strategic-move-or-north-star-exit</guid> <pubDate>Tue, 21 Apr 2026 14:01:09 GMT</pubDate> <description>< A significant transaction has been recorded on the crypto market, where **75 million XRP**, valued at approximately **$108 million** at current rates, was transferred from **Ripple wallets** to the **Coinbase exchange**. Despite the scale and nature of the transfer, experts caution against hastily labeling it as a "sell-off," suggesting instead that it should be viewed through the lens of Ripple's updated business model. According to **Whale Alert** and **XRPWallets**, the funds passed through a chain of Ripple sub-wallets before part of them was deposited on Coinbase. The transaction occurred while **XRP is trading around $1.44**. The chart shows some pressure; however, the asset is holding key support levels. ## Why the $108 Million Coinbase Move Supports Ripple's "North Star" Strategy The transfer coincided with recent statements from Ripple management that **XRP remains the "North Star" of their ecosystem**. Therefore, instead of classic dumping, experts see this movement as **market depth management**. The transaction also aligns with **local accumulation in spot XRP ETFs**. Since April 10, each day has ended with inflows totaling **$67.47 million**. Large transfers to Coinbase may be linked to the exchange's role as an **authorized participant or custodian**. In this case, **Ripple is not "selling" its North Star**, but supplying the market with the necessary volume of the asset to avoid price gaps during the execution of large fund orders. In addition, in 2026, as Ripple actively integrates its services with institutional custodians, **Coinbase often acts as a "hub" for distributing XRP into ODL (On-Demand Liquidity) corridors**. Most likely, what we are seeing is not an exit to cash, but a **refueling of the "fuel tank" for large institutional maneuvers**.]]></description> <author>contact@bitcointoday.app (BitcoinToday.app)</author> <category>ripple</category> <category>xrp</category> <category>coinbase</category> <category>cryptocurrency</category> <category>etf</category> <enclosure url="https://u.today/sites/default/files/styles/twitterwithoutlogo/public/2026-04/101488.jpg" length="0" type="image/jpg"/> </item> <item> <title><![CDATA[Wall Street Titans Mastercard, BlackRock & Franklin Templeton Are Exploring the XRP Ledger – DeFi Goes Mainstream!]]></title> <link>https://www.bitcointoday.app/article/wall-street-titans-mastercard-blackrock-franklin-templeton-are-exploring-the-xrp-ledger-defi-goes-mainstream</link> <guid>wall-street-titans-mastercard-blackrock-franklin-templeton-are-exploring-the-xrp-ledger-defi-goes-mainstream</guid> <pubDate>Tue, 21 Apr 2026 07:01:08 GMT</pubDate> <description><![CDATA[## Mastercard, BlackRock & Franklin Templeton Turn to XRP Ledger as DeFi Goes Mainstream As decentralized finance (DeFi) matures into the connective tissue of modern finance, the focus is moving from experimentation to real-world use, and institutional interest is accelerating. Odelia Torteman, a FinTech and Digital Finance Specialist at the World Bank, says global players including **Mastercard, BlackRock, and Franklin Templeton** are now exploring the XRP Ledger as part of their expanding digital asset strategies. At the Digital Assets Forum 2026, Odelia Torteman recast DeFi as more than a niche experiment, describing it as the “middleware” quietly powering the next phase of global finance, an invisible layer enabling seamless value transfer across borders and asset classes. Within that shift, she highlighted the **XRP Ledger as purpose-built for cross-asset, transparent payments**, calling it a clear signal of what real-world adoption looks like. The data backs it up. Real-world asset (RWA) activity on the XRP Ledger has jumped **875%**, with total value nearing **$2.5 billion**. This kind of growth points to more than market hype, it signals accelerating institutional adoption of tokenized assets, from bonds to commodities, moving directly on-chain. For major financial players, the value proposition is clear: faster settlement, lower costs, and a level of transparency traditional systems struggle to match. ## XRP Ledger Gains Ground as Global Finance Heavyweights Lean In Momentum is no longer confined to traditional finance. In Asia, a leading Japanese travel firm is reportedly moving to integrate prepaid payment systems onto the XRP Ledger, tapping into a domestic market worth roughly **¥30 trillion**. If executed, the initiative could push blockchain payments into everyday transactions, bringing digital assets out of the margins and into real-world commerce. What makes this moment different is the alignment of two forces that rarely moved in sync, pertaining to infrastructure and institutional intent. For years, blockchain networks promised disruption but struggled to win over established players. Now, as DeFi matures and regulatory clarity begins to take shape, that hesitation is giving way to measured, strategic adoption. The participation of firms such as **Mastercard, BlackRock, and Franklin Templeton** signals that the XRP Ledger is moving beyond the margins of crypto into mainstream financial relevance. It is increasingly being viewed as infrastructure for tokenized finance, with the capacity to support everything from cross-border payments to large-scale asset issuance. If decentralized finance does evolve into the “middleware” of global markets, as Torteman suggests, then networks like the XRP Ledger could become the unseen backbone of that system, quietly powering transactions at scale while remaining largely invisible to end users.]]></description> <author>contact@bitcointoday.app (BitcoinToday.app)</author> <category>xrp</category> <category>defi</category> <category>institutionaladoption</category> <category>tokenization</category> <category>blockchain</category> <enclosure url="https://res.coinpaper.com/coinpaper/image/upload/v1776705501/X1_2afa307674.webp" length="0" type="image/webp"/> </item> <item> <title><![CDATA[XRP's Weekend Plunge: Is This the End of the Rally or Just a Temporary Setback?]]></title> <link>https://www.bitcointoday.app/article/xrps-weekend-plunge-is-this-the-end-of-the-rally-or-just-a-temporary-setback</link> <guid>xrps-weekend-plunge-is-this-the-end-of-the-rally-or-just-a-temporary-setback</guid> <pubDate>Mon, 20 Apr 2026 20:01:09 GMT</pubDate> <description><![CDATA[**XRP (CRYPTO: XRP)** surged past **$1.50 on April 17**, marking its first breakthrough since March and signaling what appeared to be a genuine breakout. The rally was fueled by significant catalysts: the **Rakuten Wallet launch in Japan**, the **Ripple-Kyobo Life deal in Korea**, and the strongest **XRP ETF inflows since February**. However, the weekend brought a sharp reversal. ## What Happened to XRP Over the Weekend Friday showcased XRP's potential, with the token hitting **$1.51** and closing the week **outperforming both Bitcoin and Ethereum**. But the situation shifted dramatically when **Iran closed the Strait of Hormuz again on Saturday**, causing oil prices to jump 7% and Bitcoin to slip to around **$74,000**. The entire crypto market pulled back, and XRP dropped roughly **6% from Friday's high**, trading around **$1.43 as of Monday, April 20**. ## Why This Pullback Looks Different From Every Other One This Year Previous XRP rallies in 2026 typically saw the crypto drop back to the **$1.28-$1.30 range within 48 hours of peaking**. For instance, the March 17 spike to **$1.60** faded quickly, and the April 7 pump on ceasefire news pulled back within a day. Both times, XRP lost the **50-day moving average at $1.40**. **This time is different.** XRP is still trading around **$1.43 more than 60 hours after Friday's high**, holding above the 50-day moving average and retaining about half the week's gains. Unlike prior rallies that merely **rode Bitcoin's momentum**, this one is driven by **XRP's own fundamentals**: the Rakuten Wallet launch reaching 44 million Japanese users, the Ripple-Kyobo Life deal, and the launch of **wrapped XRP on Solana**, enabling use in Solana's DeFi apps without selling. Additionally, **large wallets have been buying more than 11 million XRP a day on average over the past month**, the highest pace in 10 months, indicating strong holder confidence despite geopolitical tensions. ## What Monday's Open Decides for XRP's Week Ahead The weekend tested XRP at **$1.43**, and the week ahead will determine if it holds. Monday opens with **Hormuz still closed, oil climbing, and Bitcoin at $75,000**. If BTC loses that level, pressure could return and unravel last week's rally. But if it holds, **XRP's $1.43 price has a real shot at sticking**. Key events this week include the **April 22 ceasefire expiry**. If it lapses without extension, the crypto market could suffer. An extension would give XRP's recovery room to breathe. Later, the **CLARITY Act markup and FOMC meeting** close out the month. XRP doesn't need all catalysts to succeed; one—a ceasefire extension, CLARITY Act date, or softer Fed tone—could prevent a collapse. ## Is the XRP Rally Done? Here's the Honest Take We believe **XRP's rally isn't over**, but this week is critical. For the first time in a while, bad news hasn't pulled XRP back to **$1.28-$1.30**. The **50-day moving average at $1.40 is holding**, signaling this rally's uniqueness. If XRP closes the week above **$1.40**, the rally stays intact, potentially retesting **$1.50**. A ceasefire extension past April 22 would ease macro pressure, and a firm CLARITY Act markup date before May could attract institutional buyers. Either scenario could spark another rally toward **$1.60 or higher** in coming weeks.]]></description> <author>contact@bitcointoday.app (BitcoinToday.app)</author> <category>xrp</category> <category>cryptocurrency</category> <category>marketanalysis</category> <category>altcoins</category> <category>trading</category> <enclosure url="https://247wallst.com/wp-content/uploads/2026/04/shutterstock_2380984099.jpg" length="0" type="image/jpg"/> </item> <item> <title><![CDATA[Bitcoin's Resilience Shines as Geopolitical Tensions Escalate: A Deep Dive into Market Reactions]]></title> <link>https://www.bitcointoday.app/article/bitcoins-resilience-shines-as-geopolitical-tensions-escalate-a-deep-dive-into-market-reactions</link> <guid>bitcoins-resilience-shines-as-geopolitical-tensions-escalate-a-deep-dive-into-market-reactions</guid> <pubDate>Mon, 20 Apr 2026 14:01:09 GMT</pubDate> <description><![CDATA[## Bitcoin's Resilience Amid Geopolitical Tensions Bitcoin is demonstrating remarkable resilience in the face of renewed geopolitical risks, absorbing shocks better than traditional assets like oil and equities. On Monday morning, Bitcoin traded at **$74,335**, experiencing a modest **1.6% pullback** over 24 hours but still up **4.8%** for the week. This comes after Iran reimposed controls on the **Strait of Hormuz** over the weekend, following a U.S. Navy seizure of an Iranian ship. ### Market Movements Across Assets While Bitcoin showed relative stability, other assets reacted more sharply: - **Ether** slipped 2.6% to $2,272 - **Solana** fell 1.5% to $84 - **BNB** held flat at $618 - **Brent crude** jumped **5.7%** to $95.50 a barrel - **European natural gas futures** surged as much as **11%** - **S&P 500 futures** fell 0.6% - **European equity futures** indicated a **1.2% drop** at the open - **Gold** fell 0.8% to $4,790 - The **U.S. dollar** edged up as traditional war-hedge demand returned ### The Geopolitical Context The weekend flare-up reversed a three-week unwind of war risk premium. Iran had declared the Strait "completely open" on Friday, prompting the S&P 500's record close and a broad rally across emerging markets. By Sunday morning, tensions escalated with threats from former President Trump and signals from Tehran that it may skip further talks while the U.S. maintains its naval blockade. ### A Pattern of Diminishing Reactions This marks the **fourth major Iran-related risk event** that cryptocurrencies have absorbed since the conflict began. Notably, the pattern shows **shrinking sell-offs** with each successive escalation. Earlier events produced sharper drawdowns in Bitcoin, but this latest incident saw a more muted reaction, even as oil and equities continued to price each headline fresh. ### Implications for Bitcoin's Role The divergence suggests that **crypto has largely finished pricing the geopolitical tail risk** that traditional markets are still reacting to. This could be because: 1. Holders who were going to sell on Iran headlines have already sold 2. The **spot ETF bid** has become a more reliable floor than the futures-driven weekend gaps that defined earlier cycles ### What Traders Are Watching Key factors to monitor through the U.S. session include: - Whether the **10-year Treasury yield** holding near 4.27% and the dollar bid pull Bitcoin lower through the risk-parity channel - Whether the **equity correlation** that dominated Q1 loosens on a day when the driver is explicitly geopolitical rather than macro-liquidity ### Critical Price Levels If Bitcoin holds **$74,000** through the European open and the Strait of Hormuz situation deteriorates further, the asset's emerging reputation as a **geopolitical shock absorber** gains another data point. However, if the move extends below **$73,000** on any incremental Iran headline, the shrinking-sell-off thesis breaks. ### Broader Market Context The article also mentions that Strategy purchased **34,164 Bitcoin** for about **$2.54 billion** last week at an average price of $74,395 per coin. The company has spent roughly **$61.56 billion** on its Bitcoin holdings at an average cost of $75,527 per coin.]]></description> <author>contact@bitcointoday.app (BitcoinToday.app)</author> <category>bitcoin</category> <category>geopolitics</category> <category>marketanalysis</category> <category>resilience</category> <category>institutional</category> <enclosure url="https://cdn.sanity.io/images/s3y3vcno/production/ccb0a7f8972de23193d198e8aacaf34f5df00b00-1920x1440.jpg?auto=format&w=960&h=540&crop=focalpoint&fit=clip&q=75&fm=jpg" length="0" type="image/jpg"/> </item> <item> <title><![CDATA[SpaceX IPO: Could This Historic Event Send Bitcoin to the Moon?]]></title> <link>https://www.bitcointoday.app/article/spacex-ipo-could-this-historic-event-send-bitcoin-to-the-moon</link> <guid>spacex-ipo-could-this-historic-event-send-bitcoin-to-the-moon</guid> <pubDate>Sun, 19 Apr 2026 14:01:09 GMT</pubDate> <description>< For now, arguably the best template for a tech company hoarding Bitcoin is **Block, Inc.**, the fintech company formerly known as Square. The company holds 8,883 BTC on its balance sheet. But Block, even though it's helmed by tech visionary Jack Dorsey, is not big enough to really move the needle. Bitcoin needs a **"Magnificent Seven" company**—or a company with the same size and heft as a Magnificent Seven company—to embrace crypto as a treasury asset. And that's exactly the role that SpaceX could fill, if it is indeed valued at $1.75 trillion, as many now expect. If the SpaceX IPO leads to sustained buying of crypto by companies across the tech sector, it could send Bitcoin soaring. ## Elon Musk and Dogecoin But let's think out of the box as well. It's easy to see how the meme coin **Dogecoin** could also get a boost. In the past, Musk has been a high-profile DOGE supporter, and any social media mentions of Dogecoin going to outer space with SpaceX might light a rocket fire under the meme coin. That might sound like a flight of fancy, except that it has already happened. In the past, Musk has suggested that Dogecoin might become the first interplanetary currency. And he has suggested that future moon missions might be paid for entirely with Dogecoin. ## SpaceX "Scam Coins" Finally, there's the dark underbelly of the crypto world: scam coins. Inevitably, crypto tokens are going to launch, claiming to be backed by SpaceX. Already, for example, a coin called SpaceXCoin has launched and attained a $100,000 market cap. Unfortunately, that means at least $100,000 of wealth is going to be wiped out, because these coins tend to be nothing more than pump-and-dump schemes. Right now, there is no official SpaceX crypto token, so buyer beware. ## Bitcoin to the Moon? For now, the only crypto worth keeping an eye on is Bitcoin. Once people realize how much Bitcoin SpaceX holds, it might encourage other companies to add Bitcoin to their balance sheets. As a result, I'm fully expecting Bitcoin to blast higher to stratospheric new levels, and it's going to do so thanks to the rocket fuel supplied by SpaceX.]]></description> <author>contact@bitcointoday.app (BitcoinToday.app)</author> <category>spacex</category> <category>bitcoin</category> <category>ipo</category> <category>dogecoin</category> <category>cryptocurrency</category> <enclosure url="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F865754%2Fmoon-businessmen.jpg&w=1200&op=resize" length="0" type="image//image/"/> </item> <item> <title><![CDATA[Ray Dalio's AI Stock Picks: How the Billionaire Investor Is Betting on the Future of Artificial Intelligence]]></title> <link>https://www.bitcointoday.app/article/ray-dalios-ai-stock-picks-how-the-billionaire-investor-is-betting-on-the-future-of-artificial-intelligence</link> <guid>ray-dalios-ai-stock-picks-how-the-billionaire-investor-is-betting-on-the-future-of-artificial-intelligence</guid> <pubDate>Sun, 19 Apr 2026 20:01:08 GMT</pubDate> <description><![CDATA[Billionaire investor Ray Dalio built **Bridgewater Associates** into one of the most successful hedge funds in history, overseeing roughly **$150 billion in assets** at its peak and earning a reputation as one of Wall Street’s top macro thinkers. While Bridgewater is best known for its diversified, risk-balanced portfolio construction, the firm’s latest equity holdings reveal a growing conviction in the major long-term theme of **artificial intelligence**. Bridgewater has built meaningful positions in four technology companies tied to different parts of the AI ecosystem, including **NVIDIA** (NASDAQ:NVDA), **Lam Research** (NASDAQ:LRCX), **Salesforce** (NYSE:CRM), and **Alphabet** (NASDAQ:GOOGL). Here’s why Bridgewater is betting big on each and what investors should know about these companies. ## NVIDIA Remains Bridgewater’s Largest AI Bet Bridgewater’s biggest individual technology holding is **NVIDIA Corporation**, which makes up roughly **2.6% of the firm’s portfolio** after the fund increased its position by more than 54% last quarter. The move signals growing conviction in the company still viewed as the clear leader in **AI chip infrastructure**. The business continues to deliver exceptional growth. NVIDIA reported fourth-quarter fiscal 2026 revenue of $68.13 billion, up 73% year over year, while data center revenue climbed to $62.31 billion. CEO Jensen Huang described the current moment as an “Agentic AI inflection point.” NVIDIA’s Q1 FY27 guidance of approximately $78B in revenue suggests demand remains extremely strong despite concerns around an eventual slowdown. For Bridgewater, NVIDIA represents the highest-conviction pure-play AI infrastructure bet in the portfolio. While shares are up 77% over the past year, Bridgewater’s aggressive buying suggests the firm believes the long-term AI runway remains far from over. ## Lam Research Gives Bridgewater Exposure to the Semiconductor Supply Chain Bridgewater’s second-largest individual technology position is **Lam Research Corporation**, which accounts for **roughly 1.9% of the portfolio** despite the fund trimming the position by about 12% last quarter. Lam Research may not receive as much attention as NVIDIA, but it plays a critical role in the semiconductor ecosystem by manufacturing the equipment used to produce advanced chips. As AI demand drives more semiconductor production globally, companies like Lam stand to benefit from rising manufacturing investment. CEO Tim Archer called the AI infrastructure buildout a “sustained multi-year growth catalyst.” Lam’s stock has risen 56.35% year to date and 299.05% over the past year, suggesting the market is pricing in that multi-year runway aggressively. The company recently reported fiscal second-quarter 2026 revenue of $5.34 billion, up 22% year over year. Although Bridgewater reduced its stake modestly, the firm maintaining such a large position suggests it still sees significant upside in the broader semiconductor buildout. ## Salesforce Represents a More Contrarian AI Software Play Bridgewater also holds a sizable position in **Salesforce**, which makes up **approximately 1.8% of the portfolio** after the fund trimmed its holdings slightly during the quarter. Unlike NVIDIA and Lam Research, Salesforce gives Bridgewater exposure to the software side of the AI theme. The company has been aggressively rolling out its Agentforce platform, which helps enterprises deploy AI-powered digital workers and automation tools. Momentum appears strong so far. Salesforce reported fourth-quarter fiscal 2026 earnings per share of $3.81, beating estimates, while Agentforce annual recurring revenue surged 169% year over year to $800 million. The company beat Q4 FY26 EPS estimates, with Agentforce ARR reaching $800M, up 169% YoY, and 29,000 deals closed. Management raised its FY30 revenue target to $63B and authorized a new $50B buyback program. Despite that strength, CRM shares trade at about $180 after falling 30% year to date, which represents significant upside to analysts’ consensus price target of $273.73. What may make Salesforce particularly attractive today is valuation. Shares remain well below recent highs despite improving fundamentals, potentially giving investors a more reasonably priced way to gain exposure to enterprise AI adoption. ## Alphabet Adds Cloud and AI Platform Exposure Finally, Bridgewater maintains a major position in **Alphabet Inc.**, with the stock representing **roughly 1.8% of the portfolio** even after the fund reduced its holdings by 40% last quarter. Despite the trim, Alphabet remains one of Bridgewater’s larger technology bets and gives the portfolio exposure to both cloud computing and consumer-facing AI applications. Google Cloud revenue jumped 48% year over year to $17.66 billion in the company’s most recent quarter, while the Gemini app has reportedly surpassed 750 million monthly active users. Alphabet also plans to spend between $175 billion and $185 billion in capital expenditures during 2026 as it continues investing heavily in AI infrastructure. Even after trimming the stake, Bridgewater’s sizable position suggests the firm still sees Alphabet as one of the strongest long-term beneficiaries of the AI and cloud computing boom.]]></description> <author>contact@bitcointoday.app (BitcoinToday.app)</author> <category>ai</category> <category>investing</category> <category>stocks</category> <category>raydalio</category> <category>technology</category> <enclosure url="https://247wallst.com/wp-content/uploads/2020/01/imageforentry5-blv.jpg" length="0" type="image/jpg"/> </item> </channel> </rss>