Analysts
Bitcoin to See Additional $330B of Corporate Treasury Inflows by 2029: Bernstein
Strategy alone is expected to buy another $124 billion of bitcoin over the next five years, in the broker's bull case.
Bitcoin Miners With HPC Exposure Underperformed BTC for Third Straight Month: JPMorgan
Mining profitability fell in April as the network hashrate increased 6%, the report said.
Bitcoin to Hit New All-Time High Around $120K in Q2, Standard Chartered Says
Strategic allocation away from U.S. assets is likely to be the catalyst for move to a new record.
Bitcoin Miners With HPC Exposure Underperformed in First Two Weeks of April: JPMorgan
MARA Holdings and CleanSpark outperformed BTC, while miners with exposure to high-performance computing, such as Bitdeer, TeraWulf, IREN and Riot Platforms underperformed.
Stablecoin Market Could Grow to $2T by End-2028: Standard Chartered
The passage of the Genius Act in the U.S., expected in coming months, will further legitimize the stablecoin industry, the report said.
Bitcoin Mining Profitability Down 7.4% in March as Prices, Transaction Fees Fell: Jefferies
Mining profitability worsened due to a 11.2% decline in the bitcoin price and a 9.1% slump in transaction fees, the report said.
Tariffs, Trade Tensions May Be Positive for Bitcoin Adoption in Medium Term: Grayscale
Tariffs contribute to stagflation, and this benefits scarce assets such as gold and bitcoin, the report said.
Trump Administration Wants Weaker Dollar and That's Positive for Bitcoin: Bitwise
The asset manager said it was sticking to its 2025 year-end bitcoin price target of $200,000.
Bitcoin's Resilience During Tariff Chaos Impresses Wall Street Firm Bernstein
Previous crises saw the world's largest cryptocurrency tumble 50-70%, the report said.
