Latest from Will Canny
Investors Should Buy the Dip in Coinbase and Circle, Says William Blair
The latest crypto slide has created an attractive entry point for the two companies' stocks, with core USDC and bitcoin theses still intact.
Bitcoin Miners Cipher and CleanSpark Upgraded by JPMorgan as HPC Shift Accelerates
The bank sees new upside for bitcoin miners as HPC partnerships reshape the sector.
Tether’s Gold Hoard Surges to 116 Tons, Rivals Small Central Banks
Jefferies said that stablecoin giant Tether has quietly become one of the gold market’s most influential new buyers.
Ethereum’s Fusaka Upgrade Signals New Era for Value Accrual: Fidelity Digital Assets
The upgrade marks a sharper strategic turn for the blockchain, aligning protocol development with economic intent and strengthening the case for ether.
B. Riley Cuts Digital Asset Treasury Company Price Targets as Crypto Slump Deepens
The investment bank slashed price targets across so-called Datcos, citing sector-wide pressure and weaker accumulation trends.
JPMorgan Warns MSCI Decision Could Force Strategy Out of Top Equity Indices
The bank said billions in passive flows could unwind if MSCI removes Strategy from major equity benchmarks, heightening pressure on the bitcoin-levered firm.
Zero-Knowledge Identity Startup Self Raises $9M, Introduces Points Program
Self raised $9 million to expand its zero-knowledge identity platform and introduced a rewards program aimed at driving on-chain verification adoption.
Franklin Templeton Expands Benji Technology Platform to Canton Network
The move links traditional finance infrastructure with blockchain rails as major institutions push deeper into tokenized markets.
Circle’s USDC Keeps Climbing; William Blair Reiterates Outperform After 3Q Results
The bank said USDC remains the frontrunner to dominate digital dollars as the company's third-quarter results topped forecasts.
B. Riley Flags Recovery Signs in Digital Asset Treasuries as BitMine Extends Ether Lead
After weeks of weakness, the bank flagged a potential rebound in digital asset treasury companies as macro risks cooled and short sellers retreated.
