Analysts
Digital assets to move from speculation to infrastructure in 2026, B. Riley says
Regulatory clarity, tokenization and bank adoption will push crypto firms from balance-sheet accumulation toward real operations.
Asset manager Bitwise sees 3 tests for crypto’s 2026 rally
Bitcoin and ether are off to a strong start this year, and Bitwise says the path to new highs hinges on market stability, U.S. legislation and calm equities.
Goldman Sachs upgrades Coinbase to buy, cuts eToro to neutral
The bank said it is 'selectively constructive' on brokers and crypto companies heading into 2026.
Grayscale sees regulation, not quantum fears, shaping crypto markets in 2026
U.S. market structure legislation is poised to be the dominant force for digital assets, while near-term concerns about quantum computing are overdone.
Wall Street bank JPMorgan says stablecoin market could grow to $600 billion by 2028
The bank said stablecoin growth is still mostly driven by crypto trading, and rising payments use may boost velocity more than supply.
Coinbase shares rise as ‘ambitious expansion’ wins analyst praise
The event marked a milestone that broadens the platform’s reach across new and traditional assets, the analysts said.
Crypto asset manager Bitwise says bitcoin will break its four-year cycle in 2026
Bitwise CIO Matt Hougan said BTC is likely to hit all-time highs next year, with lower volatility and weaker equity correlations reshaping how institutions view the asset.
Ether Digital Asset Treasury Companies Outpace Peers as Crypto Tailwinds Build: B. Riley
The bank said ETH-focused DATCOs have outperformed since Nov. 20 as risk appetite improved, mNAVs ticked up and staking-led strategies gained traction.
Has the DAT Bubble Already Burst? CoinShares Says In Many Ways, Yes.
Digital-asset treasury plays that once traded at big premiums have fallen back toward net asset value.
Strategy Stock Still a Buy at Cantor After Plunge Forces Major Price Target Cut
Lower adjusted net asset value multiple means Strategy can no longer issue equity at a premium, threatening its long-term plan to accumulate more bitcoin, analyst Brett Knoblauch wrote.
