Search

Trade Ideas (15)
Date Ticker Price Dir Speaker Thesis Source
Feb 18
ICE
$155.19
$155.19 +0.0%
N/A Finnhub News Finnhub - ICE
This Fintech Uses Blockchain to Streamline Le...
Feb 17
ICE
$153.44
$155.19 +1.1%
N/A Finnhub News Finnhub - ICE
NYSE Content Update: USA TODAY Co. Rings Open...
Feb 17
ICE
$153.44
$155.19 +1.1%
N/A Finnhub News Finnhub - ICE
CFTC defends its right to prediction market e...
Feb 13
ICE
$152.28
$155.19 +1.9%
NEUTRAL @unusual_whales ICE expects to spend $38.3 billion on its plan to acquire warehouses across the U.S. and retrofit them into immigrant detention centers that can hold tens of thousands of people, per WaPo @unusual_whales
ICE expects to spend $38.3 billion on its pla...
Feb 13
ICE
$152.28
$155.19 +1.9%
N/A Finnhub News Finnhub - ICE
ICE Announces Record Open Interest Across its...
Feb 13
ICE
$152.28
$155.19 +1.9%
N/A Finnhub News Finnhub - ICE
ICE Reports Record 42.3M Open Interest In Int...
Feb 12
ICE
$149.83
$155.19 +3.6%
N/A Finnhub News Finnhub - ICE
ICE Broadens Data And Trading Reach With Pred...
Feb 12
ICE
$149.83
$155.19 +3.6%
LONG Jennifer Ilq
President, ICE Futures US
ICE is integrating crypto across its business lines: launching futures, investing in Polymarket for data, and developing tokenized securities with the NYSE. As the "Genius Act" and "Clarity Act" drive banks into crypto, they will prioritize "compliant innovation" over offshore exchanges. ICE is positioning itself as the primary infrastructure rail for this migration, capturing volume from TradFi institutions entering the digital asset space. LONG ICE as a "pick-and-shovel" play on institutional crypto adoption. Competition from CME or crypto-native exchanges gaining regulatory approval. CoinDesk
ICE Goes Live With Futures Tied to CoinDesk I...
Feb 12
ICE
$149.83
$155.19 +3.6%
N/A Finnhub News Finnhub - ICE
NYSE Content Update: Forgent Power Solutions,...
Feb 12
ICE
$149.83
$155.19 +3.6%
N/A Finnhub News Finnhub - ICE
Intercontinental Exchange’s Q4 Earnings Call:...
Feb 12
ICE
$149.83
$155.19 +3.6%
N/A Finnhub News Finnhub - ICE
2 Financials Stocks Worth Your Attention and ...
Feb 11
ICE
$151.99
$155.19 +2.1%
LONG David Eis
Representative, ICE / CoinDesk Indices
ICE (parent of NYSE) is launching CoinDesk 5 and CoinDesk 20 futures, plus the first regulated BNB futures contract in the US. ICE provides the "adult in the room" infrastructure that allows massive institutional capital to hedge and trade crypto assets compliantly. Launching a BNB contract legitimizes BNB as an institutional asset class alongside BTC and ETH. LONG. ICE benefits from data/trading volume; BNB benefits from institutional legitimacy and implied regulatory safety. Regulatory crackdown on Binance affecting the underlying BNB asset. CoinDesk
Inside the Future of Digital Assets at Consen...
Feb 11
ICE
$151.99
$155.19 +2.1%
LONG Robert Leshner
CEO, Superstate
Leshner states that "recordkeeping and the back office of every asset is going to slowly become crypto" and notes that while incumbents (ICE, NASDAQ) want efficiency, firms like Galaxy Digital (GLXY), Robinhood (HOOD), and Ondo Finance (ONDO) are building the parallel rails for this $700 trillion migration. The "Clarity Act" and general technological maturation are triggering an inflection point where assets move on-chain. This benefits the infrastructure providers (ICE/NASDAQ for settlement) and the platforms creating the new venues (HOOD/ONDO/GLXY). Galaxy Digital is explicitly named as a partner/customer in this transition. Long the infrastructure providers facilitating the tokenization of Real World Assets (RWA). Regulatory delays from the SEC ("Project Crypto") or lack of clarity on market structure could stall adoption. CNBC
CNBC Digital Finance Forum: Crypto Innovators
Feb 10
ICE
$164.81
$155.19 -5.8%
WATCH Brian Pellegrino
Co-founder & CEO, LayerZero Labs
Partners include "ICE... parent company of the New York Stock Exchange," "DTCC," "Citadel Securities," and "Google Cloud." These are not just "logo slaps" but infrastructure partners for a "Global Markets" zone. While this won't move the needle for Google's stock price immediately, for ICE (Intercontinental Exchange), actively building market infrastructure on a 2M TPS chain signals a serious move to migrate traditional order books on-chain. This validates the "RWA" (Real World Asset) thesis for institutional infrastructure providers. WATCH. Monitor ICE for announcements regarding on-chain settlement pilots, which would be a long-term growth driver. Regulatory hurdles preventing actual equity trading on the Zero chain. Unchained (Chopping Block)
2 Million TPS Without Centralization? How Lay...
Feb 10
ICE
$164.81
$155.19 -5.8%
LONG Brian Pellegrino
Co-founder & CEO, LayerZero Labs
LayerZero has secured partnerships with ICE (Intercontinental Exchange, parent of NYSE) and an investment from Tether (USDT) to build "global markets" and payments infrastructure on the Zero chain. This represents a shift from "tokenization experiments" to core infrastructure migration. ICE building on a permissionless chain signals high-conviction institutional adoption. Tether's direct investment suggests USDT will be the dominant medium of exchange on this high-throughput layer, reinforcing its moat against USDC. LONG. Regulatory hurdles preventing ICE from launching live markets on a permissionless chain. Unchained (Chopping Block)
Crypto’s Legal Lines, MegaETH Launched But De...