Analysts
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.
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.
