Analysts
Ether Digital Asset Treasury Companies Outpace Peers as Crypto Tailwinds Build: B. Riley
The bank said ETH-focused DATCOs have outperformed since Nov. 20 as risk appetite improved, mNAVs ticked up and staking-led strategies gained traction.
Has the DAT Bubble Already Burst? CoinShares Says In Many Ways, Yes.
Digital-asset treasury plays that once traded at big premiums have fallen back toward net asset value.
Strategy Stock Still a Buy at Cantor After Plunge Forces Major Price Target Cut
Lower adjusted net asset value multiple means Strategy can no longer issue equity at a premium, threatening its long-term plan to accumulate more bitcoin, analyst Brett Knoblauch wrote.
Why Coinbase Shares Still Have 90% Upside Despite Crypto Pullback, According to Wall Street Analyst
Bernstein kept its Street-high $510 price target on Coinbase, citing strong fundamentals and product expansion.
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.
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.
Core Scientific Upgraded to Outperform Following Failed CoreWeave Merger: Macquarie
The bitcoin miner turned AI infrastructure play has more than 50% upside, said the bank.
Crypto M&A Heats Up as Big Banks and Fintechs Race to Scale: Citizens
Citizens says blockchain deals are accelerating as firms buy rather than build to keep pace with regulatory clarity and customer demand.
