Analysis
Actualización de Ethereum puede generar mayor adopción institucional de ether, según Bank of America
El banco afirmó que los inversores a los que se les prohíbe comprar tokens que funcionan con proof-of-work podrían comprar ether luego de que la blockchain cambie a un mecanismo proof-of-stake.
Ethereum Blockchain’s Upgrade May Lead to Greater Institutional Adoption of Ether: Bank of America
Investors who are barred from buying tokens that run on proof-of-work systems may be able to buy ether after the blockchain switches to proof-of-stake, the bank said.
Bernstein: Bitcoin’s Correlation With Other Tokens Will Weaken as Its Dominance Declines
The BTC to ETH market cap ratio has fallen to around 1.9 from as high as 20 in 2016, the report said.
Morgan Stanley Says Stablecoin Market Cap Is Contracting Again
The bank said it sees little evidence of leverage rebuilding in the decentralized finance (DeFi) ecosystem.
Morgan Stanley Says Tightening in the Crypto Market Has Paused
While the market cap of stablecoins, an indicator of crypto liquidity, has stopped falling, demand for leverage has yet to start recovering, the bank said.
FSInsight: Ether May Well Surpass Bitcoin’s Market Cap in Next 12 Months
If the blockchain’s Merge occurs as planned, the ether issuance rate will drop and daily selling pressure will reduce, the research firm said.
JPMorgan: Ethereum Miners Face an Abrupt Change Following the Merge
Ethereum Classic miners are likely to be among the main beneficiaries of the shift to proof-of-stake validation, the bank said.
BofA: Coinbase Exchange Is Well Positioned to Take Market Share During This Crypto Winter
JPMorgan is less optimistic than Bank of America about the company in the near term, saying Coinbase's near-term outlook is “still grim.”
Ethereum Layer 2s Could Take Revenue From the Blockchain as They Become More Competitive: Coinbase
For now, transacting on the base blockchain provides a solution for users who need or value security over speed, the report said.
Citi: Ethereum’s Merge Will Have Several Consequences for the Blockchain
Ethereum will probably become deflationary as token issuance decreases while the burn mechanism is maintained, the bank said.
