Latest from Will Canny
Ethereum’s Dencun Upgrade Could Mean Near-Zero Fees for Layer-2 Blockchains: Fidelity Digital Assets
The upgrade is the first step toward enabling the network’s rollup-centric roadmap, the report said.

Deutsche Boerse Starts Crypto Trading Platform for Institutional Clients
Deutsche Boerse will operate the trading venue, and Crypto Finance will provide settlement and custody services.

Bitcoin Miners Need to Be Proactive to Hold Their Positions After Halving: Fidelity Digital Assets
As the protocol evolves, new layers could emerge bringing new use cases and more users, the report said.

Bernstein Expects DeFi to Make a Big Comeback
Six out of the top 10 revenue-generating protocols are DeFi applications, the report said.

Bitcoin Could Slide to $42K After Halving Hype Subsides, JPMorgan Says
The bitcoin production cost has historically acted as a lower boundary to the cryptocurrency’s price, the report said.

Morgan Stanley Evaluating Spot Bitcoin ETFs for Its Giant Brokerage Platform: Sources
Since spot bitcoin ETFs went live in January, chatter has increased about the imminent arrival of the big registered investment advisor (RIA) networks and broker-dealer platforms.

Finance Protocol Usual Introduces Stablecoin Backed by Real-World Assets
Profits are redistributed to the community by rewarding token holders with yields.

MicroStrategy Is a Timely Play on Bitcoin Halving; Initiate at Buy: Benchmark
A price target of $990 is based on the assumption that bitcoin will reach $125,000 by year-end 2025, the report said.

Stablecoin USDC Is Making a Comeback: Coinbase
Total market cap of Circle's USDC has increased faster than that of larger rival Tether's USDT in recent months, the report said.

Ether's Bitcoin Beating Rally Not Just Because of Potential ETF Approval: Bernstein
The amount of ether held on exchanges is at an all-time low of 11%, a sign that more of the cryptocurrency is being locked up for DeFi, the report said.

