Analysts
Citigroup cuts BTC and ETH targets as U.S. crypto legislation stalls
The Wall Street investment bank cited slower ETF flows, weak network activity and a narrowing window for U.S. regulatory catalysts.
Cathie Wood's Ark Invest says quantum computing is a long-term risk for bitcoin, not an imminent threat
Today’s quantum computers are far from breaking Bitcoin’s cryptography and any real threat would likely emerge gradually, giving the network time to adapt.
Circle’s outperformance highlights USDC’s staying power, says bullish Wall Street analyst
William Blair said Circle’s recent rally reflects more than macro factors, pointing to USDC resilience and growing recognition of the firm’s stablecoin infrastructure advantage.
Prediction market firms could be making $10 billion in yearly revenue by 2030, Citizens Bank says
The bank said rising volumes, tighter market structure and early institutional engagement are pushing prediction markets beyond their gambling roots toward a new asset class.
Wall Street analysts cut Coinbase price targets following Q4 earnings miss
JPMorgan said weak crypto markets pressured fourth-quarter results, but backs Coinbase’s strategy of investing through the cycle and returning capital via buybacks.
Weaker dollar fails to spur bitcoin gains, but there's a reason for that
Gold and other hard assets are rallying on dollar weakness, but bitcoin is lagging as markets continue to treat it as a liquidity-sensitive risk asset.
Standard Chartered says U.S. regional banks most at risk in $500 billion stablecoin shift
The delay of market structure legislation highlights a growing threat to domestic lenders as digital dollars begin to cannibalize traditional bank deposits.
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.
