Analysts
Ether Treasuries Target Yield, but Risk Looms, Says Wall Street Broker Bernstein
A $1 billion ether treasury could generate as much a $50 million in annual yield, the report said.
Mining Profitability Climbed Over 5% in June as Hashrate Fell, BTC Price Rose: Jefferies
The macro and regulatory backdrop has intensified investor interest in the sector and provided a fresh tailwind for mining firms, the report said.
Bitcoin to Hit $135K by Year-End in Base-Case Forecast, $199K in Bullish Scenario: Citi
In the bank's most optimistic scenario, bitcoin could reach $199,000 by the end of the year, while a more bearish setup, pulls the forecast down to $64,000.
Stablecoin Supply to Grow as Much as $75B Following Passage of GENIUS Act, BofA Says
The bank expects further adoption of tokenized assets and money market mutual funds once the crypto market structure bill, the CLARITY Act, becomes law.
Crypto Inflows Surge to $60B Year-to-Date, Outpacing Private Equity: JPMorgan
The friendlier regulatory climate in the U.S. has led to an increase in digital asset inflows in recent months, the report said.
Crypto Is Going Mainstream and 'You Can’t Put the Genie Back in the Bottle,' Bitwise Says
Regulatory clarity would allow major financial institutions to fully build in crypto, the report said.
Bitcoin's Volatility Will Continue to Decline as Adoption Grows: Deutsche Bank
Regulatory clarity, wider adoption, and long-term investment behaviors are stabilizing bitcoin's performance, the report said.
CLARITY Act Could be a Game Changer for Institutional Adoption of Crypto: Benchmark
Galaxy Digital, Coinbase are 'exceptionally well positioned' to benefit from increased adoption of digital assets once the act is passed, the report said.
CoreWeave’s All-Stock Bid for Core Scientific Likely to Draw Shareholder Scrutiny: KBW
Deal valued at $20.40/share marks second acquisition attempt; KBW sees limited upside for Core Scientific shareholders.
Core Scientific, Bitcoin Miners Tumble on CoreWeave Buyout; Jefferies Says Price in Expected Range
The deal aligns with CoreWeave's post-IPO growth strategy, leveraging its strong equity position to drive large-scale M&A, according to the investment bank.
