Analysts
Bitcoin Miner MARA Steps Into HPC With Majority Stake in EDF Subsidiary: H.C. Wainwright
The broker has an outperform rating on MARA stock with a $28 price target.

Coinbase Is Becoming a Major Ethereum-Focused Player, Bernstein Says
The broker has an outperform rating on Coinbase shares with a $510 price target.

Decentralized Finance and Tokenization Growth Still Disappoints: JPMorgan
Total value locked (TVL) in DeFi remains below 2021 highs, the report noted.

Galaxy Digital Slips 8% Post-Earnings as Investors Take Profits Following Big Run Higher
Helmed by CEO Mike Novogratz, the firm secured the entire 800MW of HPC capacity at Helios after CoreWeave exercised its final option.

Bitcoin Treasury Firm Semler Scientific Still Has 3X Upside: Benchmark
Investors are giving no credit for the company's deliberate approach to adding additional bitcoin, said analyst Mark Palmer.

Coinbase's Weak Q2 Is a Blip, Not a Breakdown, Says Benchmark
Weakness in Coinbase stock is a buying opportunity, according to the broker.

Bitcoin Mining Profitability Last Month Hit Highest Level Since the Halving: JPMorgan
Ten of the thirteen U.S.-listed miners that the bank tracks outperformed bitcoin last month, the report said.

Tokenization of Real-World Assets is Gaining Momentum, Says Bank of America
Discussions with investors show a growing focus on the tokenization of real world assets, including stocks, bonds, and real estate.

Coinbase, JPMorgan Deal Signals Shift in Institutional Posture Towards Crypto: Bernstein
Coinbase and JPMorgan have forged a strategic partnership, signaling institutional embrace of crypto infrastructure, the Wall Street broker said.


