Analysts


Policy

Wall Street's Jefferies sees market structure bill as tokenization inflection point

Infrastructure gains and regulatory momentum are accelerating tokenization. A market structure bill is the missing link for the next phase of digital asset adoption.

U.S. Capitol, the seat of Congress in Washington (Jesse Hamilton/CoinDesk)

Tech

Blockchain technology can accelerate global GDP growth, Citizens says

The bank said the technology is shifting from experimentation to real-world deployment, with implications for capital markets, governments and global GDP.

Abstract blockchain networks illustration with glowing cubes representing digital assets

Markets

Chainlink is one of crypto’s most undervalued infrastructure bets: Bitwise

Chainlink is a dominant software platform quietly powering stablecoins, tokenization, DeFi and institutional adoption across crypto, said Matt Hougan.

Bitwise Chief Investment Officer Matt Hougan (CoinDesk Archives)

Markets

BitMine’s $200 million MrBeast investment seen as strategic diversification: B. Riley

The investment gives BitMine exposure to consumer media and potential DeFi revenue streams, strengthening its treasury strategy beyond ether accumulation.

Tom Lee

Markets

Digital assets to move from speculation to infrastructure in 2026, B. Riley says

Regulatory clarity, tokenization and bank adoption will push crypto firms from balance-sheet accumulation toward real operations.

Stylized network of light focii covering Earth (geralt/Pixabay)

Markets

Asset manager Bitwise sees 3 tests for crypto’s 2026 rally

Bitcoin and ether are off to a strong start this year, and Bitwise says the path to new highs hinges on market stability, U.S. legislation and calm equities.

(Yashowardhan Singh/Unsplash)

Markets

Goldman Sachs upgrades Coinbase to buy, cuts eToro to neutral

The bank said it is 'selectively constructive' on brokers and crypto companies heading into 2026.

Coinbase

Markets

Grayscale sees regulation, not quantum fears, shaping crypto markets in 2026

U.S. market structure legislation is poised to be the dominant force for digital assets, while near-term concerns about quantum computing are overdone.

The U.S. Capitol.

Markets

Wall Street bank JPMorgan says stablecoin market could grow to $600 billion by 2028

The bank said stablecoin growth is still mostly driven by crypto trading, and rising payments use may boost velocity more than supply.

JPMorgan Chase & Co. in London

Markets

Coinbase shares rise as ‘ambitious expansion’ wins analyst praise

The event marked a milestone that broadens the platform’s reach across new and traditional assets, the analysts said.

Coinbase