Analysts
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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

