Jefferies
코어 사이언티픽, 밸류에이션 괴리 직면; 제프리스, 목표주가 22달러로 상향
해당 은행은 CORZ에 대한 매수 의견을 재확인했으며, CoreWeave 인수를 반영하여 비트코인 채굴업체의 목표주가를 기존 16달러에서 22달러로 상향 조정했습니다.
제프리스, 7월 비트코인 가격 상승 속 비트코인 채굴 수익성 2% 증가 발표
보고서에 따르면 비트코인 가격 상승은 갤럭시의 디지털 자산 사업에 가장 유리하게 작용하는 반면, 채굴자들은 증가하는 네트워크 해시레이트와 싸우고 있는 것으로 나타났다.
채굴 수익성, 해시레이트 하락 및 BTC 가격 상승에 힘입어 6월에 5% 이상 상승: 제프리스
보고서에 따르면 거시 경제 및 규제 환경이 이 부문에 대한 투자자 관심을 고조시켰으며 채굴 업체들에게 새로운 호재를 제공했다.
Will September Be More Difficult for Bitcoin Miners?; Worldcoin Faces Scrutiny in Singapore
"CoinDesk Daily" host Jennifer Sanasie breaks down the biggest headlines in the crypto industry today, as a Jefferies report said that bitcoin mining was notably less profitable in August than July. Plus, Singapore is investigating seven people for offering Worldcoin services, and India and Nigeria top the world in terms of grassroots crypto adoption.
Sen. Schumer Says U.S. Crypto Bill Can Happen This Year; ZynCoin's New Physical Collectible
"CoinDesk Daily" host Jennifer Sanasie breaks down the biggest headlines in the crypto industry today, as Senate Majority Leader Chuck Schumer said at the Crypto4Harris event that U.S. crypto legislation can happen this year. Plus, Jefferies releases a research report on profitability of bitcoin mining and ZynCoin is launching a physical collectible for the $ZYN community called "Comfy."
DOJ, SEC Reportedly Probe Crypto Conglomerate DCG; Jefferies Downgrades Marathon Digital
Officials with the U.S. Department of Justice's Eastern District of New York and the SEC are examining transfers between Digital Currency Group (DCG) and the conglomerate's Genesis subsidiary, according to Bloomberg. DCG is the parent company of CoinDesk. Plus, Jefferies downgraded its rating for bitcoin miner Marathon Digital Holdings (MARA) from "buy" to "hold" due to construction delays.
Metropolitan Bank to End Crypto-Related Services
Metropolitan Commercial Bank is to end crypto-related services because of "recent developments" in the digital asset industry. Meanwhile, Jefferies downgraded Signature Bank from buy to hold as its crypto businesses shrink. "The Hash" panel discusses how the FTX contagion will impact the banks that have expanded into crypto.
