Jefferies
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.
Jefferies strategist Christopher Wood drops bitcoin for gold on quantum computing concern
Christopher Wood, Jefferies' global head of equity strategy, swapped a 10% bitcoin allocation with gold on concern quantum computing could weaken bitcoin’s security case.
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.
Jefferies Sees Solid Quarter but Limited Upside for Bitcoin Miner MARA
The bank kept its hold rating on the stock and trimmed its price target to $16 from $19.
Core Scientific Holders Poised to Reject CoreWeave Merger, Jefferies Says
The bank said investors are likely to vote down the deal on Oct. 30, betting Core Scientific can create more value on its own.
Bitcoin Mining Profitability Declined More Than 7% in September: Jefferies
Bitcoin mining margins tightened in September as a rising network hashrate and a slide in BTC prices dragged profitability lower
Chainlink Poised to Power TradFi Shift to Blockchain, Jefferies Says
The network secures $103 billion across more than 2,500 projects with partners such as Swift, DTCC and JPMorgan.
'Am I Too Late to Invest' in Crypto? Here's What TradFi Is Asking Wall Street Analysts
Jefferies says most institutional investors remain on the sidelines despite growing token infrastructure, but that's changing, and it's a good thing for the industry.
Bitcoin Mining Profitability Fell in August, Jefferies Says
U.S.-listed mining companies accounted for 26% of the Bitcoin network last month, unchanged from July, the report said.
Core Scientific Faces Valuation Disconnect; PT Hiked to $22: Jefferies
The bank reiterated its buy rating on CORZ and raised its price target for the bitcoin miner to $22 from $16 to reflect the CoreWeave acquisition.
