Analysts

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.

Coinbase Reaps Growing Rewards from Circle Ties and USDC Economics: JPMorgan
In the first quarter of this year alone, Coinbase earned roughly $300 million in distribution payments from Circle, and that's just the start.

Ether Treasury Companies to Eventually Own 10% of Supply: Standard Chartered
Corporate treasuries have bought 1% of all ether in circulation since the beginning of June, the report said.

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.


